System requirements
The system requirements for the Aptean Proof of Delivery Connector is as follows:
- An on-premises or a cloud version of Business Central. The compatible versions of BC are:
- Business Central 19
- Business Central 20
- Business Central 21
Setup Parameters
A set of parameters are provided to call the Aptean Proof of Delivery app. With these parameters, you must perform some steps and configuration activities. The parameters include:
- Aptean POD URL
- Aptean User ID
- Password
- Client Number
- POD System ID
- Acid
Install the Aptean POD Extension
You need to install the Aptean Proof of Delivery (POD) extension into your Dynamics 365 Business Central system. You can find the Aptean POD extension in the Microsoft AppSource.
The following procedure describes how to install the Aptean POD extension:
- Select the Search icon
, enter Extension Management, and then choose the related link.
The Extension Management page opens. - On the Aptean POD extension, click the context menu and select Install.
The Extension Installation page opens. - Select Next.
The Review Extension Information Before Installation details is displayed. - Select the I accept the terms and conditions check box.
- Select Install.
A dialog box appears and displays the following message:
The Aptean Proof of Delivery extension was successfully installed. All active users must sign out and sign in again to see the navigation changes. - Select OK to close the dialog box.
Assign an Aptean Proof of Delivery Permission set to a user
The following procedure describes how to assign permission to a user.
- Select the Search icon
, enter Users, and then choose the related link.
The Users page opens. - Select the user to whom you want to assign an Aptean POD permission set.
- On the action bar, select Manage >Edit.
The User Card page opens. - On the User Permission Sets FastTab, in the Permission Set field, select the permission set that you want to assign to the user.
Import Configuration Package
A set of default setup tables imports automatically by performing the Default Mapping Data action on the Aptean POD Setup page.
This results in the following:
- New permission sets that have been developed for Aptean POD are imported into the database.
- Records are added to the Aptean Int. Table Mapping List and Aptean Table Mapping List.
- A number of tables are processed, records inserted or amended, and errors found.
Set up job queue entry for warehouse shipment
You can use the job queue entries to automatically import the warehouse shipment information from the Aptean Proof of Delivery app and to post the documents.
The following procedure describes how to set the job queue for the automatic posting of documents. The setup is similar for importing warehouse shipment details from the Aptean Proof of Delivery app.
If you set the job queue for import details from the Aptean Proof of Delivery app, then you must ensure that you have provided the correct value for the Object Type to Run and Object ID to Run fields.
- Select the Search icon
, enter Job Queue Entries, and then choose the related link.
The Job Queue Entries page opens. - On the action bar, click New.
The Job Queue Entry Card page opens. - On the General FastTab, perform the following steps:
- In the Object Type to Run field, enter Codeunit.
- In the Description field, enter a description for the job.
- In the Object ID to Run field, if you want to post the warehouse shipment, enter the ID of the PostWhseShipmentSchedulerFDW code unit and enter Warehouse Shipment in the Parameter String field.
- In the Earliest Start Date/Time field, select the earliest date and time the job can run.
-
On the Recurrence FastTab, perform the following steps:
- To specify the frequency of the job, perform one of the following steps:
- Turn on the days on which the job must run.
- In the Next Run Date Formula field, select the date formula to calculate the next time the recurring job must run
For example, to have the job run once a day, specify 1D.
- In the Starting Time field, select the earliest time of the day that the recurring job must run.
- In the Ending Time field, select the latest time of the day that the recurring job must run.
- In the No. of Minutes between Runs field, select the minimum number of minutes that will elapse between the job runs.
This field is only applicable when the job is set to be a recurring job.- In the Inactivity Timeout Period field, select how many minutes can pass before a recurring job with the On Hold status is automatically restarted.
- To specify the frequency of the job, perform one of the following steps:
- On the action bar, select Process > Set Status to Ready.