When I go onto the Shipment Management Route page the page is completely blank?
There may be a few reasons as to why you are not showing any routes. The first could be as part of setup you haven’t run the function Update Existing Documents, which will run through all open sales, purchase and transfer documents and assign them to routes based on the criteria you have setup.
It could also be that the location and date which have been set as filters have no associated data. If this is the case, you either need to change the filters on your page or change the location(s) that the user is responsible for in the Warehouse Employees page. The Shipment Management route page is filtered by default to show routes up to and including the current work date that have not yet been completed. If you also wish to see, by default, future routes for forward planning, this can be enabled by using the Route Display Window field on the Shipment Management Setup page and setting a date formula for the forward period to view.
Note: For versions prior to V1.2 the default filters are the user's default warehouse location and the current work date.
No drops are showing on a shipment management route.
By default, drops are are displayed on the route once the source document has been released and is therefore ready to process. If you want to always see drops irrespective of the status of the source document this can be enabled by enabling the Show Open Orders on Ship. Mgt. field on the Shipment Management Setup page.
I get a warning on sales order that no delivery is scheduled for the order for specified delivery area, agent code and date.
Firstly, check the delivery schedule for this delivery area, ensure there is a valid combination setup for the Shipping Agent and Shipping Agent Service Code. Does the sales order Shipment Date fall on a day within the delivery schedule? Edit the Delivery Schedule page to see this information. Double check your sales order line has the correct Delivery Area, Shipping Agent and Shipping Agent Service Code (these values will be defaulted by the setup on the customer).
The Pick report hasn't printed in the correct order, Why?
You need to determine how you, or your users have created the picks. If from shipment management it will use the custom sorting order as specified on the shipment management setup. If the pick worksheet has been used, you will need to remember to pick the appropriate sorting method before creating the picks.
Note: You can change the custom sorting method on each pick to what's required for the customer and reprint.
We don’t do collections for Purchase Orders, why are they showing on the Shipment Management Route page?
Shipment Management routes are allocated based on a combination of Location Code, Shipping Agent and Shipping Agent Service Code and apply equally to Sales Orders, Sales Return Orders, Purchase Orders, Purchase Return Orders, Service Orders and Transfer Orders. If you wish to assign routes to deliveries but not collections then you should set-up different Shipping Agents /Shipping Agent Service codes to use with the different documents.
Can I organize a delivery area by entering just To and From Post Codes rather than specify specific customers/vendors/location codes?
This is possible within the app. Rather than specifying a Destination Type and Destination No. or Location code you can leave these fields blank and simply enter postcodes in the From Postcode and To Postcode Fields on the Delivery Area card.
How can I make sure source document lines can only be added to a route if the order/order line can be fulfilled?
The Fields available under the Reservations section of the Route Status list allows you to be able to control if the lines from the source documents can be included on the Route based on their Reservation Status.
This can be utilised in scenarios where you may only want to Ship an order if all items are available to Ship at the same time and do not want to Ship anything unless all items can be shipped together or if you only want to ship an individual line if it can be fulfilled in full. This functionality can also work in conjunction with the standard Business Central Shipping Advice Field on the Customer Card which controls whether or not they accept only Complete or Partial Shipments.
I want to part-ship a source document line. How can I handle this with Clever Shipment Management?
If you are using reservations and want to part-ship a source document line, then it is strongly recommended that you split the source document line into two lines. This allows you to record a separate shipment date and assign the line to separate routes as appropriate and also allows you to have multiple open warehouse documents relating to the item.
Can I set up the same customer on multiple delivery routes?
By default the app doesn’t allow you to have the same customer setup on multiple routes. For scenarios where custom logic will determine the route to use this can be enabled via the Allow Destination in Multiple Delivery Areas field on the Shipment Management Setup page (V1.2 onwards only).
When processing multiple routes from the Shipment Management Routes List for a print status then only the documents for a single route are printed. How do I resolve this?
Due to limitations in the web client only one file can be download at a time. To resolve this either use a direct printing solution such as Clever Print Node and use Clever Printer selections or enable the Show Request page option on the report selections for the status to enabled each document to be downloaded one at a time.