BC18, Business Central, Dynamics 365, Functional Tips, How To, Information, Sales Documents, Track Package, Wave 2, What's New

Track Packages from Sales Documents in Business Central

Today in this post we will see how you to track items on shipping documents in Business Central.

I am using BC18 demo database.

Before we begin, we need to ensure our Shipping Agent is configured:

Open your Shipping agent and fill the Package Tracking URL you received from your agent.

It is obvious if agent do not provide this feature to track package from website, this will be of no use for that particular agent.

Save the changes and go to Sales Order.

Scroll to Shipping and Billing Fast Tab and fill agent details, as in above screenshot.

Next you post your shipment.

Navigate to your shipment and update tracking information you obtained from your agent.

On Posted Sales Shipment Select Process-> Update Document.

Update the Package Tracking No. you received after shipment from your agent, and save the information.

Now you can track the status of the shipment and keep informed to your customer regarding delivery status.

From Posted Shipment page select Process-> Track Package.

This will land you to the agent web page and update you about the current status of delivery.

Since we are using invalid Tracking Information, you will get your actual status if you provide valid Information.

This feature is available on other Sales Documents type too.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

Extension Package, Functional Tips, How To, Information, Instalation & Configuration, Maderia, Tip & Tricks, Updates

First update of Project “Madeira” is released – June 2016

What does this update includes?

 

Filter on unprocessed incoming documents

 

The list of incoming documents is now filtered to show only entries that have not been used to create posted documents with.

When documents are posted, the processed flag is set to Yes, such that incoming documents that have been processed into posted documents are filtered out.

You can choose to view all incoming documents in the list if desired, using the show Show All action.

You can also manually switch the processing flag.

 

Office Suite notifications are now enabled in Project “Madeira”

 

In the top right corner, next to the Settings menu, you will notice the bell symbol that you probably already know well from other Office products: That’s the Notifications menu.

Here you will receive notifications such as new mail and calendar reminders directly while working in Project “Madeira”.

 

New extensions, such as Sana Commerce for Project “Madeira” and ChargeLogic Payments that provides payment and credit card processing capabilities.

 

In Project “Madeira”, the Extension Management window lists all available extensions. Some extensions are provided by Microsoft, and other extensions are provided by other companies.

With the first update of Project “Madeira”, extensions have been added by other providers, and Madeira refer to the websites that these companies provide for more information.

Sana Commerce is the integrated B2B e-commerce platform for Project “Madeira” that helps wholesale, distribution and manufacturing companies efficiently run their business, improve their customer service and ultimately generate more revenue through easy online order processing and a 24/7 online access of product information. See the Sana Commerce website.

With ChargeLogic Notify, you can automatically deliver customized, targeted emails directly from Project “Madeira” for invoices, orders, shipments, returns, and sales quotes. Clearly provide the exact information you want with the exact look you want to increase customer satisfaction, promote your brand, and drive business. Using a powerful template system and business rules, you’ll be able to create personalized content and custom designs in an email format and send them to all parties associated with a communication. See the ChargeLogic website. .

 

For further details checkout Link and this Link.