Shipping Batch

The Shipping Batch page represents a pending shipment, and is the final stage of packing and shipping process. If you do not wish to automatically record and post records earlier, you must perform these activity here. The following posting options are available:

• Post: Click Process > Post on the action menu to post the shipment of packages in Business Central. Selecting this option will open the Post Packages page, from which the shipments can be posted in Business Central.
• 3rd Party Integration Shipping Options: If the 3rd Party Integration is used with Aptean Pack and Ship, it is possible to send the shipment of packages to that 3rd Party Integration from the Sales Packaging page by clicking the Home tab and, in the Ship group, selecting the Ship option. A new shipping batch will be created for the relevant package records, and the information from this shipping batch will be transmitted to the 3rd Party Integration as a new shipment record. If incorrect information was inadvertently sent to, a Void option exists that will instruct the 3rd Party Integration to void the corresponding shipment record.
• Ship & Post: Combines the functionality of the previous two posting options. The program will transmit information from the shipping batch to the 3rd Party Integration as a new shipment record. Following this, the Post Packages page will be opened, from which the shipments can be posted in Business Central.

When a shipping batch is posted, it will be deleted from the list of active records. The information is maintained for historical purposes however, as all the data from the shipping batch is copied to a new posted shipping batch record. Posted shipping batch records can be viewed by entering posted shipping batches in the search bar and choosing the related link.

To Get the Shipping Details

Prerequisites

On the Ship Setup page:

• Ensure that your license is validated.
• Ensure that ApteanShip is selected in the Rate Shopping API field.
• Ensure that package and shipping batch number is selected in the Package Nos. and Shipping Batch Nos. fields on the Numbering FastTab.
• Ensure that the GS1 Company Prefix field is filled on the General FastTab.

To get the shipping details for the sales order:

1. Choose the Search icon , enter sales orders and choose the related link.
   The Sales Orders page opens.
2. On the action menu, select New.
   The new Sales Order page opens.
3. In the Customer Name field, select the customer card.
4. Fill in all the necessary fields.
5. On the action bar, go to Release > Release.
6. Choose the Search icon , enter packaging and choose the related link.
   The Sales Packaging page opens.
7. On the Options FastTab, select the packaging type that you want to use in the Packaging Type field.
8. On the action bar, go to Pack > All and go back to the Sales Order page.
9. Choose the Search icon , enter shipping batch and choose the related link.
   The Shipping Batch page opens.
10. In the Shipping Agent Code and Shipping Agent Service Code fields, select the required code.

11. On the action bar, select Carrier > Ship.

    On the Shipping Agents page, the Integrated Carrier checkbox should be selected for the specified shipping agent code to ship the sales order.
    After you ship the sales order, the following fields are filled automatically:

    • Shipment ID

    • Freight Amount

    • Shipment Date/Time

    • Estimated Delivery

    • Tracking No.

    • Tracking URL

    Note

    The Shipping Agent Code and Shipping Agent Service Code fields value can be directly entered on the Warehouse Shipment page for shipments. If these fields are empty, the system will inherit values from the associated Shipping Batch. If the Shipping Batch also doesn’t specify values, the system will default to the values from the related Sales Order.

    You can also print the documents by selecting Print > Print All Documents on the action bar.