Some additional fields have been added against "Shipping Agents" screen which need to be completed in order to use Clever Shipping Agent Integration.
These fields should be completed as detailed below.
EORI No. |
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: this attribute can also be defined in the "Company Information" screen but it will be overwritten by this value if populated |
Tax Identification No. |
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: this attribute can also be defined in the "Company Information" screen but it will be overwritten by this value if populated |
Duty Account No. |
The purpose of this field is described within the Shipping Methods section |
Shipping Account No. |
The purpose of this field is described within the Shipping Methods section |
Default Agent |
In this field, you can tick the Default Agent field against your default shipping agent. Once completed, this will then be used by default on "Warehouse Shipments" when a Shipping Agent has not been defined on the "Sales Order" |
Integration Exists |
If the Integration Setup has been completed and a "Shipping Agent Card" has been created for a Shipping Agent, then this Field will be automatically ticked. If this Field is blank, then the Integration Setup has not been completed for that Shipping Agent |
Apply Liability |
This field can be used to define whether or not the Apply Liability field should be set to Yes or No when submitting a Consignment to the Shipping Agent. This would normally be used to define whether or not you would like to apply a higher insurance value to the 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 |
Enable Date Last Collected & Date Last Collected Fields |
The Enable Date Last Collected field can be enabled for a Shipping Agent in scenarios where they may collect your parcels at a certain time of day, but you wanted to carry on packing and shipping orders after this time which will be collected on a different day. E.g. if the Shipping Agent collects from you at 14:00 but you continue to pack and ship Orders within Business Central for the following day afterwards then you should enable this functionality. If you enable this functionality then at the point that the Shipping Agent has collected all your parcels for that day, you can then select the Shipments Collected Today option from the menu to mark the day as complete. This will then populate the Date Last Collected field with today’s date. When this functionality is enabled, the following logic will then be applied when new Consignments are created. If the Date Last Collected is Today's date, the Consignment Shipment Date/Time will be automatically populated with the Next Working Day, calculated from the "Base Calendar" defined against the Shipping Agent. If the Date Last Collected Field is not equal to Today’s date, the Shipment Date/Time field will be populated with the current date. Clearing the Date Last Collected Field If users have made a mistake and need to clear the Date Last Collected then they can select the Clear Date Last Collected option from the menu and this will remove the date from the Date Last Collected field automatically |
Pre Registration Type |
This field is to be used when sending goods to Northern Ireland for compliance with the Windsor Framework agreement and is used to setup the Pre Registration Type for the Consignor. Note: this attribute is currently only relevant for Intersoft, DX Express and DX Freight and only the UKIMS option is currently supported |
Pre Registration No. |
This field is to be used when sending goods to Northern Ireland for compliance with the Windsor Framework agreement and is used to identify the Consignors Pre Registration No. Note: this attribute is currently only relevant for Intersoft, DX Express and DX Freight |