Set up transport

Transport  •  Article  •  5/21/2025  •  7 min

You must perform the following setup to use the Aptean Transport extension.

  1. Select the Search icon , enter Transport Setup, and then choose the related link.
    The Transport Setup page opens.

  2. On the General FastTab, enter the required information in the following fields:

    Field Description
    Transport Order Nos. Select the number series code to be used when creating a transport order.
    Driver Nos. Select the number series code to be used to assign numbers to new drivers.
    Earliest Available Shipment Date Formula Enter the formula used to calculate the number of days added to determine the earliest shipment date for a transport order. The formula must contain a positive number and end with the appropriate letter for your region.
    Auto Update Shipment Date Turn on the toggle to update the shipment day automatically to the next available shipment day, based on the transport route assignments, in case no transport route is running on the day of the currently assigned shipment date. If you turn off this toggle, you must manually select another shipment day.
    Update Shipment To Select whether the shipment date is calculated later or earlier than the current shipment date based on the configuration done on the Transport Route Assignment page. This field is editable only when the Auto Update Shipment Date toggle is turned on and the Aptean Shop Floor Logistics extension is installed.
    Floor Space Type Select the floor space types to display on the Transport Planning, Split Transport Request, and Transport Orders pages. You can select five values in each of the Floor Space Type field, to indicate the number of floor spaces needed per transport request. They help you make informed decisions when planning transport orders.
    Enable Trip No. Feature Turn on the toggle to utilize the trip number feature and display the Trip No. fields in transport request related documents. For more information, see Set up trip number
    Combine Whse. Documents Turn on the toggle to generate a consolidated warehouse document for all inbound and outbound documents. This function consolidates all outbound requests into a single warehouse shipment and all inbound requests into a single warehouse receipt for the transport order. If you turn off this toggle, the system creates a warehouse document for each inbound and outbound request.
    Exclude Packaging from Transport Turn on the toggle if you want the system to not create transport requests for packaging items when the purchase order, purchase return order, sales order, sales return order, or transfer order is released. You can override this selection on a document level.
    Floor Space Calculation Rounding Precision Enter the rounding precision for floor space calculations. If no value is entered, the system defaults to 0.1. This ensures accurate and consistent rounding of calculated floor space values in transport planning and posted transport orders.

  3. On the Posting FastTab, enter the required information in the following fields:

    Field Description
    Posted Transport Order Nos. Select the number series code to be used for posted transport orders.
    Create and Post Purchase Order Turn on this toggle if you want the system to automatically create a purchase order containing transport costs and post it when the transport order is posted.
    If you turn on this toggle, you need to select a value in the Item No.Transport Cost Posting field to determine item number for transport order costs. You can create a new item specifically for transport costs. This item can be a service-item. For more information on the costing methods for items, see Costing methods for types of items.
    You must link a vendor to a shipping agent so the linked vendor is used for creating the purchase order. For more information, see Link vendors to shipping agents.
    Item No. Transport Cost Posting Select the item number which is to be used for posting the transport order costs.
    Require Receive Turn on this toggle if you want the system to require a receipt document upon posting a transport order.
    Require Shipment Turn on this toggle if you want the system to require a receipt document upon posting a transport order.

  4. On the Transport Payment FastTab, you can configure templates for creating cash, cards, and other forms of payment related to sales and sales return orders that are associated with the transport order. Enter the required information in the following fields:

    Field Description
    Cash Receipt Jnl. Template Select the template that must be used to create cash receipt payments related to transport in the general ledger.
    Card Receipt Jnl. Template Select the template that must be used to create card receipt payments related to transport in the general ledger.
    Other Receipt Jnl. Template Select the template that must be used to create other forms of payments related to transport in the general ledger.

    For more information about creating cash, cards, and other forms of payments, see Transport Management.

  5. On the Icons FastTab, you can set up the icons that are displayed on the transport planning lines. When installing the extension, the icon setup is automatically filled with default icons. You can change the default setup as required. For more information, see Set up icons.

  6. On the Report FastTab, you can set up a report for the transport order before printing or emailing transport orders.
    In the Report ID field, select the required code.

    The standard Report ID field value for the Aptean Transport extension to print report layout are as follows:

    Version Report ID
    Business Central 2022 60132/60133
    Business Central 2023 60133

    In Business Central 2022 version, Report ID 60133 can be used only if the Enable Trip No. Feature toggle is turned on.

    To generate the Transport Order report, the Aptean Reporting extension must be installed. For more information, see Transport Order Report.

Set up trip number

When the Enable Trip No. Feature toggle is turned on, the Enable Feature “Trip No.” Setup wizard opens.

The following procedure outlines the setup in the Enable Feature “Trip No.” Setup wizard.

  1. Turn on the Enable Feature toggle.
  2. Select Next.
  3. Turn on the I accept the data update and I understand toggles.
  4. Select Finish.
    The trip number feature setup is complete.

  • This feature will be automatically enabled when you upgrade to BC 23.
  • By default, this toggle is turned off. If the toggle is turned off, the Trip No. fields are not visible on any of the documents. Once this feature is enabled, you cannot turn off the toggle.

Set up icons

The following procedure outlines how to set up icons.

  1. Select New.
    The Select Picture window opens.
  2. Select the file and then select Open.
  3. Select an image that must be displayed for the transport request with the status field set to New.
    The icon setup is completed.

You can repeat the steps for the remaining icons.