Version 1.3.1 (Release Date 12/04/23)

Change Type Description
Enhancement

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.
Enhancement

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.

Enhancement

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.

Enhancement 

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.

Enhancement

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.

Enhancement

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. 

Enhancement

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

Enhancement

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. 

Enhancement

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.

Enhancement

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.
Bug Fix 

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

Bug Fix

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.

Bug Fix

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

Bug Fix

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. 

Bug Fix

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

Bug Fix

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

Version 1.3.0 (Released 22/11/22)

Change Type Description
Enhancement

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/

Enhancement

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

Enhancement

Addition of Call List functionality

Enhancement

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

Enhancement

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

Enhancement

Added Drop Time Slot Functionality

Enhancement

Added Support for Delivery Instructions against a Shipment Management Route

Enhancement

Added Functionality for storing Proof of Delivery Documents

Enhancement

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 
Enhancement

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)"

Enhancement

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

Enhancement

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
Bug Fix

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

Bug Fix

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

Bug Fix

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

Bug Fix

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

Bug Fix

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

Bug Fix

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

Bug Fix

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

Bug Fix

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

Known Issue

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.

  

Version 1.2.1 (Released 10/02/22)

Change Type Description
Enhancement The Shipment Management Entries screen previously showed the Drop No., which was part of the index and related to the Entry No. of the related drop record. This was confusing as it looked like this could be the drop sequence number.  The caption of this field has been changed to 'Drop Entry No.' to reflect it's true purpose. A new calculated field has been added to the Shipment Entries page to show the actual drop sequence. The function to calculate the drop number has been made public to aid in integration scenarios.
Enhancement A new option has been added to the Shipment Management Report Selections to determine if the report options should be shown prior to printing a report. The default is not to show the options page.
Bug Fix Resolution of issue where a consolidated shipment stage could fail if the route contained a Purchase Return Order.
Bug Fix The following fields on the route card could show the wrong values if both picks and put-aways exist for the route:: Qty. On Pick Lines, Qty. On Put-away Lines, No. of Pick lines, No. of Put-away Lines.
Bug Fix The Shipping Agent Service Code field was not cleared when changing the Shipping Agent Code field on the Shipping Agent Usage and Charges page. This could result in an invalid Shipping Agent Service Code being applied to a document.

 

Version 1.2 (Released 25/01/22)

Change Type Description
Enhancement Support for Collections. Clever Shipment Management has new status types to support the handling of warehouse documents related to collections:
  • Create Receipts
  • Post Receipts
  • Create Put-aways
  • Print Put-aways
  • Register Put-aways
Enhancement Support for Transfer Orders
Enhancement Support for Sales Orders containing make-to-order production orders and assemble to order assembly orders.
Enhancement New wizard to simplify the setup of the status list.
Enhancement Status type list. Lists available status types to avoid having to know the processing codeunit. This is fully extensible to support custom status types.
Enhancement Improved status error handling. Each status can be set to either stop or proceed if an error occurs using the new ‘Error Policy’ field.
Enhancement Route status log. The new log function captures the start date and time of each status and any errors that occurred on that status irrespective of the new Error policy setting.
Enhancement Improved visual display of route status. The fact box now shows a visual display that makes the current status much easier to see for the end-user. Colour coding is all used everywhere to status is shown to make it clearer if an error has occurred.
Enhancement

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
Enhancement

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
Enhancement Clever shipment management will now respect the settings for Shipping Agent Integration and trigger the consignment when processing warehouse shipments.
Enhancement The full address of a drop can now be viewed from an action the drop list.
Enhancement A Bings maps representation of the route can be displayed from the Route List Card.
Enhancement Support for Variant Codes on Shipment Management Entries.
Enhancement The default filters on the route list have been improved. The location filter will now include all locations that the user is set-up to manage in the Warehouse Employees rather than just the default location. The default date filter will now show all routes earlier than todays’ date that have yet to be completed and it is possible to set a datefomula in the Shipment Management set-up to define the default forward window to view.
Enhancement Duplicate route warning. When moving a drop to a new route a check is now made to see if this would create a duplicate route.
Enhancement The total weight will now be highlighted red if the weight exceeds that of the vehicle. The Gross and Unladen Weight of the vehicle can now be recorded and used in weight checks.
Enhancement Improved filtering on the Move Lines action on the drop list. The dialog and filter options when selecting a route via the move lines function has been changed to improve usability.
Enhancement Improvements to show source document information on entries and drill-down on drops.
Enhancement A new factbox on the sales order and sales return order allows instant visibility of the shipment/collection date, route number, status and drop number.
Enhancement It is now possible to select a possible route from the sales order from available dates the route can be made as opposed to always being the next available date. This means it is possible to ship nearer or on the customer’s requested delivery date.
Enhancement It is now possible to set-up a matrix to default the Shipping Agent and Shipping Agent Service based on weight, volume, value and delivery address of the order.
Enhancement It is now possible to add shipping charge lines to a sales order depending on the selected Shipping Agent/Shipping Agent Service. New options on the Warehouse setup allow related shipping charges to be marked as shipped (and invoiced if appropriate) when shipping items from warehouse documents.
Enhancement The delivery schedules screen has been simplified for ease of use. Dates now can be viewed in a list or calendar format.
Enhancement Excluded dates can now be created on the delivery schedule. This is useful if days of the weeks are normally used in the delivery scheduled but certain dates should be excluded.
Enhancement It is now possible to block a vehicle from use whilst retaining information on when the vehicle was previously used.
Enhancement It is now possible to  see a list of all routes where the vehicle is currently used. This makes it easier to amend those routes if a vehicle is not available for use.
Enhancement The history of which routes a vehicle has been used on can now easily be seen from the vehicle record.
Enhancement Notes can now be recorded against a vehicle.
Enhancement It is now possible to block a driver from use whilst retaining information on when the driver was previously used.
Enhancement It is now possible to see a list of all routes where the driver is currently used. This makes it easier to amend those routes if a driver is not available for use.
Enhancement The history of which routes a driver has been used on can now easily be seen from the driver record.
Enhancement Notes can now be recorded against a driver.
Bug Fix Manifest Report is missing default Layout.
Bug Fix A Custom (free-entry) shipping address is not respected on a Sales Order.
Bug Fix Update Existing Documents Batch Job can miss certain documents.
Bug Fix Shipment Management needs to ignore drop shipments.
Bug Fix Delete Delivery Schedule to remove Schedule Dates.
Bug Fix Printing the Picks using the Print Pick Step does not actually print picks.
Bug Fix Issue with App Failing Validation Tests when extending Shipment Management.
Bug Fix When adding new lines to the Delivery Area Page, the 'Delivery Order' field should be being populated sequentially i.e. increment by 1 for each new line created. Currently it isn't working like that and it is assigning the 'Delivery Order' values in a different order.
Bug Fix Lookup to report ID in report selections only shows ID.
Bug Fix Not possible to create ID 1 on Delivery Schedule lines.
Bug Fix Strange Drop No. generated if you have multiple Drops on the same Shipment Management Route.
Bug Fix Remove Routes with No Drops.

 

Version 1.1.23 

Change Type Description
Enhancement Update App.Json

Version 1.1.22

Change Type Description
Enhancement Support Irish Post Codes

Version 1.1.21

Change Type Description
Enhancement Update ready status on setup change
Enhancement Historic routes
Enhancement Respect calendar customisation – non-working day to be a working day
Enhancement Update tests to run in sandbox container
Enhancement Convert custom sorting options to enums and add events into WhseSubscriptions codeunit to allow a custom subscriber to handle a custom value that has been added to the enum and updated the sorting sequence of the pick lines.
Enhancement Enforce licensing - Check/create a license when the Shipment Management Routes page is opened. Allow all other logic to run as usual, even in the absence of a license.
Enhancement Add Events On Calculating Weights/Volumes on Shipment Mgt. Entries
Enhancement Implement Reserve Inventory Status
Enhancement BC17 Compatibility
Enhancement Delivery schedule dates changed for deliveries outside of regular schedule
Enhancement Support Irish & French Postcodes
Bug Fix Switching back to Default Shipping Address does not update Del Area on Sales Line

Version 1.1.14

Change Type Description
Enhancement Respect Customer/Vendor Base Calendar when Scheduling if they have one, base calendar customizations are respected as well as the base calendar itself.

Version 1.1.12

Change Type Description
Enhancement Update Logo and Manifest for AppSource

Version 1.1.11

Change Type Description
Bug Fix Fix for postcode overflow error so customer orders that have a postcode of longer than 10 characters can be released to a shipment management route.
Bug Fix Fix to mixed drop entries that arise when moving lines from one route to another, if there is already a drop on the route for the same customer and the lines are moved this would create an extra drop on the route as opposed to grouping it onto the same drop no. Fix applied so it finds the existing drop and the shipment management entries under each drop number are for the correct destination number.

Version 1.1.10

Change Type Description
Enhancement New fields added to shipment management entries list page and available as flow fields to the Drop and Route records:
Enhancement Quantity (Base)
Enhancement

Amount Exc. VAT (LCY)

Amount inc. VAT (LCY)

Version 1.1.9

Change Type Description
Enhancement Control for Moving Lines/Drops - There is a new column on the Status List page to determine whether drops can be moved to/from a route when it is at this status.
Enhancement Print Documentation Including Incorrect Sales Shipments
Bug Fix Delivery Order Reset to 0 On Whse. Shipment Posting – this happens when the Posting Date of the Whse. Shipment is different to the Posting Date of the Sales Order(s). In that case, the Sales Order(s) are reopened and released by the standard posting routine which in turn deletes and recreates the Shipment Mgt. Drop records
Bug Fix A fix is in place for posting the warehouse shipment from the Shipment Mgt. Route list or card. This behaviour may persist if the warehouse shipment is posted from the Whse. Shipment card page.
Bug Fix Reverse delivery order is not sorting by bin code

Version 1.1.8.2

Change Type Description
Enhancement Create Consolidated Whse. Shipment - Check whether any of the lines on the selected Route will be included on a Warehouse Shipment before creating the shipment header.

Version 1.1.8.1

Change Type Description
Enhancement Process Non-Next Status Code Requires Shipment Management Supervisor - Extra controls have been introduced when attempting to process a status other than the next planned for a route (either by going to a previous status or selecting a different status in the factbox). Only supervisors – designated on their Warehouse Employee record – can process statuses other than the next.
Bug Fix Fix to processing of status codes from Shipment Mgt. Route FactBox
Bug Fix Destination No. populated on Shipment Management Entry records
Bug Fix Ready flag on Shipment Management Entry records respected in Amount (LCY) flow fields.
Bug Fix Handling of lines created/deleted during assembly BOM explosion

Version 1.1.8

Change Type Description
Enhancement Hide Status - Optionally hide status codes from the factbox with the Hide Status checkbox on the setup page.
Enhancement Process Automatically - The “Process Next Immediately” concept has been altered to “Process Automatically”. When ticked this status will be processed immediately the route is updated to it. This allows the user to chain several statuses together e.g. to include codeunits to perform checks on the route before posting documents.
Enhancement Linking Report Selections with Route Statuses - A new Status Code field on the Report Selection page allows reports to be linked to a given status code. The SM – Print Documentation codeunit will print records matching the current status code.
Enhancement  Custom Pick Sorting Includes Bin Code - Sorting by Delivery Order now also sorts by Bin Code within each set of pick lines that share the same delivery order.
Enhancement  Support for Printing Warehouse Activity Headers in Report Selections - Warehouse Activity Header can now be selected under the “Filter Report By” column on the Report Selection page. The report identified in the “Report ID” column will be filtered to print Warehouse Activity Header records which have at least one line included on the Route that is being printed.
Enhancement  Highlighting Status Path for Given Shipping Agent - The Route Status List page now includes a Shipping Agent Code field. When this is populated each status that is relevant to the selected agent is highlighted allowing the user to visualise the path through the statuses.