Shipping Agents

Some additional fields have been added against ‘Shipping Agents’ which need to be completed in order to use Clever Shipping Agent Integration. These fields should be completed as required.

NOTE – The ‘Shipping Account No’ and the ‘Duty Account No’ fields are utilised by the ‘Shipment Method’. Please refer to this lesson for more information.

EORI No Field:

In this field, you can choose to define the EORI number (Economic Operator Registration and Identification Number) you want to supply to the Shipping Agent. This would normally be your own EORI number i.e., the Consignment Sender, but it could also be used when you are shipping on behalf of other people.

NOTE – The EORI Number can also be defined in the ‘Company Information’ Page but it will be overwritten by this value if populated.

Tax Identification No Field:

In this field, you can choose to define the Tax/VAT number you want to supply to the Shipping Agent. This would normally be your own Tax/VAT number i.e., the Consignment Sender, but it could also be used when you are shipping on behalf of other people.

NOTE – The Tax/VAT Number can also be defined in the ‘Company Information’ Page but it will be overwritten by this value if populated.

Shipping Account No Field:

The purpose of this field is described within the ‘Shipment Methods’ lesson. Shipment Methods - Clever Dynamics

Duty Account No Field:

The purpose of this field is described within the ‘Shipment Methods’ lesson. Shipment Methods - Clever Dynamics

Default Agent Field:

In this field, you can tick the ‘Default Agent’ field against your default shipping agent. Once ticked, this will then be used by default on Warehouse Shipments when a Shipping Agent has not been defined on the Sales Order.

Apply Liability Field:

This field can be used to define whether or not the ‘Liability’ field should be set to ‘Yes’ or ‘No’ when submitting a Consignment to that Shipping Agent. This would normally be used to define whether or not you would like to apply a higher insurance value to Consignments.

By default, this field will be set to ‘No’ against all Shipping Agents.

Note – The default option defined in this field can be overwritten on the Consignment itself if required

Integration Setup

Once all the fields have been completed as required, you should then select the ‘Integration Setup’ option from the Ribbon.

NOTE - If you are setting up a Shipping Agent for the first time, you will need to click the ‘New’ button in order to create a new ‘Shipping Agent Card’ for the Shipping Agent.

General Fast Tab

Shipping Agent Code Field:

This should have been automatically completed as the shipping agent you had selected from the Shipping Agent List.

Shipping Agent Name Field:

This field is un-editable and will be automatically populated with the name of the Shipping Agent you selected from the Shipping Agent List.

Account No. Field:

In this field, enter in your account number for the shipping agent.

Integration Interface Field:

Select the record from the Interfaces list that you have setup for the Shipping Agent.

Check Items on Document Release Field:

If this field is enabled then when releasing a document, Business Central will check the setup of the item to ensure that all the required fields have been populated. If they haven’t, then an error will appear:

Submit Consignment on Warehouse Posting Field:

Set this to ON if you want a consignment not just created when a Warehouse Shipment is posted but submitted to the shipping agent automatically as well. This will only happen where this Shipping Agent is selected on the Warehouse Shipment.

Open Consignment After Posting Field:

This option makes the Consignment page open with the consignment that has been created (and optionally submitted, see above) after the warehouse shipment is posted.

Document Upload Process Type:

This field relates to the uploading of documents against a Consignment. Please refer to this section for more information.

Shipping FastTab

Shipper ID Field:

This is your unique shipping point assigned to you by the shipping agent, it defines where they have to collect from.

Shipping Agent Integration Code Field:

Again, select the Shipping Agent you are Integrating to from the options. After setting the Shipping Agent Integration Code you will see the Packaging and Labels sections of the page are populated with the options for that Shipping Agent automatically. These can be changed if required.

Label Code Field:

Select the format of the shipping label you want to use for this shipping agent from the list of possible options. This will depend on the printer that you are planning to use to print the shipping labels.

Which label code you require depends on the printer you are going to use to print your shipping labels. While PDF will work for standard ‘laser printer’ type printers, Zebra’s ZPL or EPL is better for use with their specialist label printers. Eltron v2 is used on older label printers from companies now also owned by Zebra. To be sure you select the right option please consult your printer documentation or your shipping agent.

Packaging Code Field:

Again, select the default packaging code you intend to use with this shipping agent from the list of possible options. While there are a long list of shipping agent specified options for most shipping agents, its common to select the ‘Your Packaging’ option if you consign the packages in your own packaging.

Weight Unit of Measure Field:

Select the unit of measure that will be used to submit consignments to the Shipping Agent. Usually KG.

Max. Expected Packages Field:

Enter the maximum number of expected packages you will be submitting via the API. This is to prevent typing errors resulting in excessive consignments where for instance mistyping 2 sends 22 packages.

Packaging FastTab

Please refer to this section for more information. Packaging Definitions

Labels FastTab

Please refer to this section for more information. Label Definitions

Documents FastTab

The options available on this FastTab all relate to the uploading of documents against a Consignment. Please refer to this section for more information.

Ribbon Options

The following options are all available to select under the ‘Related’ Menu.

Services Option:

Please refer to this section for more information. Integration Services

Parameters Option:

Please refer to this section for more information. Specific Parameters

Document Types Option:

The options available here all relate to the uploading of documents against a Consignment. Please refer to this section for more information.