Setting up E-shipments

By installing the E-shipment extension in a company, the basic and foundational—but crucial—settings required for its operation are automatically configured. These settings are already available in the system, and the user does not need to configure them manually. In the following documentation, we will go through these settings to familiarize users with what the installed extension includes and how the settings are organized, for a better understanding of its functionality.

E-document Services

On the E-document Services page, a service for E-shipment has been created. By clicking the New action, it is possible to create a new service. Within the service, the basic parameters are defined: Code, Description, Document Format, and Service Integration.

• Code – A unique identifier for the service in the system.

• Description – The name of the service that describes its purpose (E-shipment).

• Document Format – Specifies the format and structure of the electronic document used when generating the E-shipment (NPS E-shipment).

• Service Integration – Defines the method of exchanging the E-shipment with external systems or services (NPS E-shipment).

Workflow

In the context of E-shipments, the Workflow in Business Central is configured so that an E-shipment is created automatically but not sent automatically. This setup comes with the extension installation, so the user does not need to configure the workflow manually, and the documents will be ready for review or sending as needed by the user.

On the E-document Services page, there is a service with the code ESHIPMENT, which will appear on the Workflow page in the E-document Service field.