Change Log

Handling Failed Deliveries. This release adds the ability to handle drops that you are then not able to deliver. This is controlled by a new option on the status list that determines at what Status codes failed deliveries can be handled. With this release there are two possibilities to handle failed deliveries:

• Reschedule - A failed drop can be rescheduled for a future date without bringing the items back into stock. The Posted Shipment Management Entries will be carried over to the new route and the route details updated on the source document (If it has not been fully invoiced at that point).
• Create Return Order - Creates a Return Order (Sales transactions only) to bring the items back into stock. If done at a suitable status, the processing of the related Warehouse Receipt and Put-away can be performed against the same route the drop was scheduled for.

Support for Clever Containers Shipment Bins. If using Shipment Management in conjunction with Clever Containers, then any Shipment Bin defined for a Location/Shipping Agent/Shipping Agent Service can be defaulted onto the route.

Vehicle Locations added. This allows both the restriction of which locations a vehicle can operate from but also to specify Shipment Bins specific to a location\vehicle combination.

Maximum Capacity (Volume) added to the vehicle. This will also highlight on the routes/drops page if the combined totals of the items volumes exceed capacity.

The Source Document Status and Document Credit Status are now shown on the Shipment Management Entries List. This makes it easier to see document assigned to a route that have not been released. If using in conjunction with Clever Credit, this also gives visibility of the credit status of documents added to a route.

In previous releases you could not use the Move Line function if there was a Warehouse Shipment related to an entry on the drop, even if the current status allowed this. In this release this restriction has been reduced so it will only apply if the Shipment Management entry is part of a consolidated Warehouse Shipment. 

This release makes it easier to view Posted Shipment Management Entries against a route.

On the Gross Weight and Volume Totals (and selected drop totals), it is now possible to see the percentage load and maximum allowed value of the vehicle if a vehicle is assigned to the route and the maximum weights and volumes are held against the vehicle. This makes it easier to plan loads. 

If setting up shipping charges it is now possible to use a Non-Inventory Item for the Shipping Charges instead of a G/L account or Item Charge.

Business Central Compatibility Changes:

• BC 22 Compatibility Changes
• Update App to Runtime 10
• The functionality to ship non-inventory lines on warehouse documents had been marked as obsolete as this functionality is standard in BC22.

The error message displayed during the Move Lines function now correctly shows the actual Drop No. as opposed to the Drop Entry No.

If deleting a Route then any open/credit held documents assigned to the Route but not a drop will have now have the Route No. field cleared on the source document.

A spurious warning message when using Shipment Management in combination with Order promising is no longer shown.

An issue where two event subscribers both tried to update the Delivery Area Code field on a customer when using the Call Log functionality has been resolved. 

An issue in the upgrade routine that occurred if there was an existing route without a Shipment Date/Expected Receipt Date has been resolved.

When drilling down into drops, the selected lines totals would only show the last line selected not the totals of lines selected.

Integration with PODFather Software for Route Planning and Proof of Delivery Functionality

More information about PODFather and their products can be found here https://thepodfather.com/

New optional status type 'Load Vehicle' for any load checks and to trigger third-party integrations.

Addition of Call List functionality

New option to view and add to scheduled deliveries on Shipment Management Route by using FactBox on Sales Documents

Added Ability to control against a Route Status whether new drops can be added from source documents

Added Drop Time Slot Functionality

Added Support for Delivery Instructions against a Shipment Management Route

Added Functionality for storing Proof of Delivery Documents

Enhanced Onboarding Experience which includes:

• Added Shipment Management into the standard Assisted Setup area in Business Central.  This can then be used for Guiding Users through the Setup Process
• Added Shipment Management Training Videos into the standard Product Video area in Business Central 

Addition of new Permission Set.  These provide sufficient Permissions for Order Entry Staff to be able to enter Sales Orders and use the required Clever Shipment Management functionality without having full rights to the whole App.  The Permission Set is called "Clever Shipment Management (Order)"

Allow integration with Bing Maps to show enhanced drop address and to optimise drop order

Business Central Compatibility Changes:

• Rename References to Clever Handheld for Warehousing to Clever WMS Devices
• Update App to Runtime 9
• Set TestPermissions = Disabled
• BC21 Compatibility Changes
• Update App Logo

Resolved Issue with the 'Complete Assembly' status to allow partial shipments when components are not fully picked.

Resolved issue with lines not being added to a Shipment Management Route correctly on a Sales Return Order when added using the 'Get Posted Document Line to Reverse' Function

Resolved Issue around Changing Purchasing Codes on Sales Lines not updating the Delivery Area correctly

Resolved Issue with Shipment Management Routes not being created correctly when a 'Location' and 'Shipping Agent' were added to the Sales Document

Resolved Issue with Shipment Management Routes not being updated when using 'Order Promising'

Resolved issue with the 'Collection Date' not being copied onto new Purchase Lines

Resolved issue which caused an error to appear when Recurring Sales Lines were inserted automatically

Resolved Issue with the Calculation of VAT Fields on Shipment Management Entries Page 

The Book Time Slot Functionality cannot be used with PODFather. This will be resolved once an updated version of the PODFather API has been released.

• Create Receipts
• Post Receipts
• Create Put-aways
• Print Put-aways
• Register Put-aways

Additional Checkpoint status types. The following new checkpoint status types are available:

• Vehicle Assigned Check
• Driver Assigned Check
• Vehicle Weight Check
• Outstanding Pick Lines Check
• Outstanding Put-away Lines Check
• Outstanding Warehouse Shipments Check
• Outstanding Warehouse Receipt Line Check

Improved integration with Clever Handheld for Warehousing and standard warehouse documents. When posting/registering the following warehouse document types in either Clever Handheld for Warehousing or using standard Warehouse documents Clever Shipment Management will move the status on to the next status and respect the option on whether to process automatically if it is the last document related to the route:

• Warehouse Shipments
• Warehouse Receipts
• Picks
• Put-aways
• Inventory Picks
• Inventory Put-aways

Amount Exc. VAT (LCY)

Amount inc. VAT (LCY)