Change Log

Enhancement

Added Base Calendars to Ship-To Address Card to allow users to define the days you cannot deliver.

Enhancement

A Route Assignment Field has been added to Route Status Lists to allow Users to control if Source Documents should be assigned to a Route at the point each line is entered or when the Source Document is Released.

Enhancement

In previous versions, Clever Shipment Management worked differently on Purchase Documents due to the lack of Shipping Agent and Shipping Agent Service Fields.  This was limiting for the addition of new functionality added for other types of documents so we added functionality to make assigning Purchase Documents to Shipment Management Routes work consistent with Sales Documents.

Enhancement

If Clever Shipment Management detects that Clever Comments is installed, additional Inheritance options will be available on the Comment Type Page allowing comments to be inherited onto Shipment Management Drops.

Enhancement

Added functionality to allow Delivery Instructions to be formattable and allow unlimited characters.

Enhancement

Addition of a new Assisted Setup Wizard to allow Users to be able to setup all aspects of Clever Shipment Management quickly and easily.

Enhancement

Added the Route Description onto the Routes for Date/Location Map

Enhancement

Added Functionality to allow Users to be able to move part of Drop onto a new Shipment Management Route.  Previously this was limited to just being able to move a whole Drop.

Enhancement

BC24 Compatibility Updates:

• Resolve Group 'Net Route' Conflicts

Enhancement

Addition of New Events:

• OnAfterGetShptMgtEntriesForDrop

Bug Fix

Resolved Error which appeared when Installing/Upgrading Clever Shipment Management in French Environments

Bug Fix

Resolved Issue with Variant Code not Updating correctly on Shipment Management Routes

Bug Fix

Resolved Issue which allowed multiple Shipment Management Routes to be processed together when they were at different Stauses

Bug Fix

Resolved Issue which sometimes showed Drops on Bing Maps in the wrong place

Enhancement

Added a check to the Sales Order Release Function to see if the Shipment Date on any of the sales lines is in the past.  If they are, a message will be displayed allowing the user to reschedule the sales lines to a new Delivery Date/Route.

This check has been implemented to provide a smoother integration with Clever Credit.  If you look at the example of a document being Credit Held and then not being released for a few days, then the Route it was initially added against could have potentially already been processed and the Credit Controller would not be aware of that.

Bug Fix

Remove the Mark Non-Inventory Lines as Shipped Heading from Warehouse Shipment Page

Bug Fix

Resolved the error which appeared when selecting the Previous Status option from the Shipment Management Route list.

Various Enhancements to Route Status Lists

• A Route Status Lists can now be setup for combinations of Shipping Agent Code, Shipping Agent Service Code and Location Code. 
• A Route Status List can now be Enabled/Disabled where required.
• New option has been added to allow Users to copy an existing list as a basis for creating a new status list.
• New Sequencing Options have been added for Route Statuses
• New Functionality has been added to allow Users to Add/Remove Statuses where required
• Users can now amend the Description for a Status where required
• A new Show Summary option has been added to show a message when processing the Route to show how many documents have been posted etc.

NOTE - For users which are upgrading to 1.4 from an earlier version, please also refer to this Page for more information on the Route Status Upgrade process Route Status List Changes (Version 1.4)

Addition of new Status Types:

• Print Documentation
• Print Manifest
• Title Only
• Delete Unfulfilled Shipments

Various Enhancements to the Create Status List Wizard:

• Improved Wizard to create new Route Status Lists. The Wizard will now prompt the User to define whether they are using third-party Shipping Agent or their own logistics and set-up Clever Shipment Management accordingly.
• The Wizard now detects if Clever WMS Devices is installed and suggest improved processes based on the use of devices.
• The Wizard now looks at the Location setup to determine warehouse operations rather than asking the User what they are using.

Improved support for Reservations within Clever Shipment Management:

• Can see reservation status against Route.
• Can see reservation status against Drop.
• Can see Qty Reserved and Qty. Reserved (Base) (base hidden by default) against Shipment Mgt. Entry (these are pulled from the source document).
• If not reserved can now reserve the Shipment Mgt. Entry using new 'Reserve' action. There is still the status to reserve all stock via status
• New options on the Route Status List.
  • Source Reservation Status - This determines if only reserved lines are allocated to a route.
  • Respect Shipping Advice. If Shipping Advice on the source document is set to Complete then will only add to route if all lines are reserved and available.

Various Enhancements to Route Status Maps:

• Enhanced Route Map. If Bings Map integration is enabled an improved route map embedded in the app will be used, otherwise the exiting external web page will be called. If vehicle specification has been entered on the vehicle card this will also enable truck routing (i.e. route suggestions will avoid low bridges).
• New map option (if Bing Maps integration is enabled) to show drops for all routes (colour coded by route) by date. This makes it easier to visually see if a drop should be moved to another route. Drops can be moved from within the map.
• New map option (if Bing Maps integration is enabled) to show the drops on a particular route.
• New map option (if Bing Maps integration is enabled) to show on a map the areas, customer, vendors and locations covered by a delivery area.

Route Optimisation (if enabled via Bing Maps Integration) will now take into account truck routing (if vehicle specification entered against vehicle).  On completing optimisation users will now be presented with an option to show the changes on the route map.

Improvements to the default Shipping Manifest Document:

• Improved format
• Added delivery instructions (if applicable)
• Added time slots (if applicable)
• Retrieve address from drop record in case it has been updated. 
• New Status to print the Shipping manifest.
• Shipment Manifest added to report selections.

Service Orders are now supported by Clever Shipment Management.  Changes made to support this are:

• Shipment Date added to Service Order Header
• Shipment Management Route Factbox
• Shipment Date, Delivery Area Code and Shipment Mgt. Route No. added to Service Item Worksheet and Service Order Lines Pages.

Ability to change Shipping Agents/Shipping Agent Services on Multiple Routes. 

New batch job to allow the Shipping Agent (and/or Service) to be reassigned on multiple routes and, optionally, Source documents, warehouse documents and master data. Can be run from the Shipment Management Role Centre, Shipping Agent page or Shipping Agent Service page.

Improvements to Vehicles records as per the following:

• Addition of Vehicle Card
• Easier to see routes currently assigned.
• Ability to link (and sync) to Fixed Asset record.
• Fields to hold vehicle Make, Model and Vehicle Identification Number (VIN).
• Additional fields for vehicle Specification to use for goods vehicle route planning.
• Ability to change Vehicles on Multiple Routes. New batch job to allow the Vehicle to be reassigned on multiple routes and, optionally, delivery areas and delivery area schedules. 

Improvements to Drivers records to include the following:

• Addition of Driver Card
• Easier to see routes currently assigned
• Ability to link (and sync) to employee record
• Fields to hold licence information
• Ability to change Drivers on Multiple Routes. New batch job to allow the Driver to be reassigned on multiple routes and, optionally, delivery areas and delivery area schedules. 

A new Description field has been added to Shipment Management Route List, Card and Move Pages to make it easier to identify routes. This will default to the Delivery Area description but may be edited.

The Shipment Management Route Factbox has been added to the Warehouse Shipment List and Card and Warehouse Receipt List and Card.

Improvements to Handling Failed Deliveries. 

The drop now has a new entries option to show Rescheduled Entries. when a failed delivery is rescheduled the existing entry will be deleted and a new rescheduled entry will be created so it is easier to view the new route the goods will be shipped on.

New setup option to Archive Shipment Management Routes once they have been completed.

New Pages have been added to show all Shipment Management Drops in a single list. This allows users to utilise the new Analyse Functionality (part of standard Business Central) and query the data.  

The new Page names are shown below and they can be found by using the standard Business Central Search Functionality:

• Shipment Management Route Lines (Drops)
• Posted Shipment Management Route Lines (Drops)

Improved Onboarding Experience:

• It is now possible to access all set-ups related to Clever Shipment Management from the Shipment Management setup page which will open on install with new teaching tips to help guide setup.
• When installing the App, the Setup Page will be opened automatically
• Two Wizards available in Assisted Setup

The Status Factbox on Routes has been extended to now show more status codes as not all were not all visible when using complicated warehouse processes.

What3Words Integration:

• What3Words Address field added to Customer, Ship-to Address, Sales Order, Sales Return Order,  Service Order and Drop Address. 
• Address will also be printed on the Manifest Report (if a What3Words Address has been defined).
• Assist Edit to find What3Words address via a map look-up overlayed with the What3Words grid.
• Ability to convert a geocoded address to a What3Words Address on the Shipment management Drop.
• Integration needs to be enabled in Shipment Management Setup.

For Purchase Orders the collection date is now linked to the Planned Receipt Date instead of the Expected Receipt Date.

The Expected Receipt Date is calculated as standard by adding inbound warehouse handling time and the safety lead time to the planned receipt date, therefore if you’re going to collect a purchase order, you need to collect it on the Planned Receipt Date so that it’s available in the warehouse for the Expected Receipt Date.

The following APIs have been added to support additional integration scenarios:

The following External Business Events have been added to support additional integration scenarios:

• RouteStatusChanged
• RouteCompleted
• RouteSendNotifications
• DropETAChanged

New Events have been added to enable further customisations:

• OnBeforeModifyWarehouseShipmentHeader in codeunit "Warehouse Shpt. Mgt. CSPMTMN"
• OnAfterUpdateEntriesWhenMovingDrop in codeunit "Shpt. Mgt. Drop CSPMTMN"
• OnAfterFilterByRec in codeunit "Filter Shpt Mgt Rte CSPMTMN"

The Resource Exposure Policy has been amended to make it easier for partners to support and extend Clever Shipment Management.

Business Central Compatibility Changes :

• BC23 Compatibility Changes
• Update app to Runtime 11
• Enhance ribbon actions for new action experience.

Change to Report Selections - Shipment Management Page to combine the Shipping Manifest and Proof of Delivery Pages into one.

Resolved Issue with the Move Up/Down Actions to change the delivery order for Shipment Management Drops.  This may not work in some scenarios where two or more additional drops are moved to the route.

Resolved the "Sales Line does not exist" error which occurred when using the Copy Document Functions on Sales Orders and not copying the Header.

Resolved the "Sales Line does not exist" error which occurred when moving lines onto a new Shipment Management Route and deleting Sales Order Lines.

Resolved issue with the Departure Time from Delivery Schedules not being respected and set correctly in the Route Start Date/Time Field on Shipment Management Routes.

Resolved error which occurred when renaming an Item which has Variants defined.

Resolved Issue with the Register Pick Status if the Prevent Processing from Route Field is Enabled.  If the Pick was processed in the Warehouse before the Status on the Shipment Management Route was set, then it was not possible to move onto the next Status. 

Added a message to Shipment Management Routes when the last Drop is removed asking if you wanted to delete it.

Resolved issue around an error occurring when creating Transfer Orders from Requisition Worksheets when they relate to a Shipment Management Route.

Resolved issue with the Shipment Date Field not always being set correctly on the source document line when moving a route.

Resolved issue with the FlowField Filters used on the Drop Time Slot Field on the Shipment Management Drops Page.

Resolved Issue with the Tooltip being incorrect for the Reservation Status Field on the Create Status List Wizard.

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)