Dynamics 365 Business Central (Navision) - Customer Card- Agent Assignment

Shipment tracking in Dynamics 365 Business Central

Shipment tracking in Dynamics 365 Business Central

In today economy  most of  the companies do not use their own logistic to deliver the goods sold, and this is specially true for companies which are selling goods online, with low volume and high value. And now the internet allows for tracking the status of every package sent through delivery agents, almost in real-time.

The ERP Microsoft Dynamics 365 Business Central helps the companies by providing functionalities  which allow  to define into the system shipping agents and use the tracking facilities these shipping agents offers. We will show in this article the setup  which has to be made in order to track a shipment and how tracking works.

First of all, we have to define the shipping agents in Dynamics 365 Business Central. For this, in the  window for searching we start typing “shipping agents” and soon the link with the page for shipping agents will appear (see picture bellow).

Dynamics 365 Business Central (Navision) - Shipping agents search

On the page with shipping agents you can see the already defined shipping agents and  you can also define a new shipping agent.

Dynamics 365 Business Central (Navision) - Shipping agents page

For defining a shipping agent it is needed to enter a code and a name, and also the internet address. Actually, the internet address is the one which will provide the tracking functionality, using the package number as parameter. As this URL differs from one shipping agent to the other, if you are entering a new shipping agent please consult their company regarding the proper format of the internet address.

Now, let’s suppose that we have a sales order ready to be shipped. If we are to ship the merchandise  with a shipping agent, then we must fill in the section called “Shipping and Billing” the following information: the agent – which will be selected from the list of defined shipping agents, and package tracking number – which is provided by the shipping agent when picks up the package.

Dynamics 365 Business Central (Navision) - Sales Order - Shipping Agent

After the sales order is shipped, we can track the status of delivery from the posted shipment. We can access the posted shipment directly from sales order – see bellow:

Dynamics 365 Business Central (Navision) - Access Shipments

Once we have accessed the sales shipment, we can go to Actions->Functions->Track Package

ynamics 365 Business Central (Navision) - Track Package

Then, it will be open a page on the shipping agent’s website, providing the status of delivery, something like that:

One more thing be mentioned. If for the same customer we are using always the same shipping agent, we can define the shipping agent as default for that customer, in the customer card:

 

Dynamics 365 Business Central (Navision) - Customer Card- Agent Assignment

 

Now, for each sales document drafted for this customer, the shipping agent will come already filled in.

Tracking packaging number functionality is available also for the older version of Dynamics 365 Business Central, called Dynamics NAV (Navision).

If you want to read future articles and also be in touch with other many functionalities of  Dynamics 365 Business Central and Dynamics NAV (Navision), you can subscribe to the newsletter (in Romanian only!) provided monthly by Kepler Management Systems – see the link bellow!

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