Depending on the sales flow and the ShipIT 365 setup the tracking information is applicable on the header and lines according to underneath scheme.
The options on the creation of the transport depends on the setting in Base transport order on:
Open documents
Basically this setting allow you to create a transportorder from the sales order or the warehouse shipment when not posted.
Because of the open documents structure we are able to store the track and trace information easier then when creating the transportorder based on posted documents
Action from Sales order without WMS
| Settings | Scenario | Starting Point Transport order creation | Tracking Information | Tracking No. available | Tracking URL available | Standard BC Tracking No. |
|---|---|---|---|---|---|---|
| Unposted Documents | A | Sales Order -> Transport Order(1) | Header | Yes | Yes | |
| Line | Yes | Yes | ||||
| Posted Sales Shipment | Header | Yes | Yes | |||
| Line | Yes | Yes | ||||
| Posted Sales Invoice | Header | No | No | Yes | ||
| Line | No | No | ||||
| Unposted Documents | B | Posted Sales Shipment -> Transport Order(2) | Header | Yes | Yes | |
| Line | Yes | Yes | ||||
| Posted Sales Shipment | Header | Yes | Yes | Yes | ||
| Line | Yes | Yes | ||||
| Posted Sales Invoice | Header | No | No | No | ||
| Line | No | No | ||||
| Sales Order | Header | No | No | |||
| Line | No | No |
Action from Sales order with WMS
| Settings | Scenario | Starting Point Transport order creation | Tracking Information | Tracking No. available | Tracking URL available | Standard BC Tracking No. |
|---|---|---|---|---|---|---|
| Unposted Documents | C | Warehouse Document -> Transport Order (3) | Header | Yes | Yes | |
| Line | Yes | Yes | ||||
| Posted Sales Shipment | Header | Yes | Yes | |||
| Line | Yes | Yes | ||||
| Posted Sales Invoice | Header | No | No | Yes | ||
| Line | No | No | ||||
| Unposted Documents | D | Posted Sales Shipment-> Transport Order (4) | Header | Yes | Yes | |
| Line | Yes | Yes | ||||
| Posted Sales Shipment | Header | Yes | Yes | |||
| Line | Yes | Yes | ||||
| Posted Sales Invoice | Header | No | No | No | ||
| Line | No | No | ||||
| Sales Order | Header | No | No | |||
| Line | No | No |
Posted documents
When setting the ShipIT 365 setting to posted documents you will not be able to create a transportorder directly from the sales order or the warehouse shipment. You only can use posted documents to create the transportorder.
Because of the posted documents structure we are not always able to store the track and trace information from the transportorder
Action Shipment from Sales order without WMS
| Settings | Scenario | Starting Point Transport order creation | Tracking Information | Tracking No. available | Tracking URL available | Standard BC Tracking No. |
|---|---|---|---|---|---|---|
| Posted Documents | E | Sales Order | Header | No | No | |
| Line | No | No | ||||
| Posted Sales Shipment -> Transport Order (5) | Header | Yes | Yes | |||
| Line | Yes | Yes | ||||
| Posted Sales Invoice | Header | No | No | |||
| Line | No | No |
Action Shipment from Sales order with WMS
| Settings | Scenario | Starting Point Transport order creation | Tracking Information | Tracking No. available | Tracking URL available | Standard BC Tracking No. |
|---|---|---|---|---|---|---|
| Posted Documents | F | Sales Order | Header | No | No | |
| Line | No | No | ||||
| Posted Warehouse Shipment -> Transport Order(6) | Header | Yes | Yes | |||
| Line | Yes | Yes | ||||
| Posted Sales Invoice | Header | No | No | |||
| Line | No | No |
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