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Electronic Shipments Settings

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).

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Workflow​

  1. Extension-Based Workflow Setup

  • This Workflow configuration is included with the extension installation.

  • The user does not need to configure the Workflow manually.

  1. Automatic Workflow Creation
  • In the context of E-shipments, the Workflow in Business Central is configured so that an E-shipment is created automatically.
  1. No Automatic Workflow Sending
  • The created E-shipment is not sent automatically through the Workflow.
  1. Workflow E-shipments Ready for Action
  • The created E-shipments within the Workflow are available for review or sending, according to the user’s needs.
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E-document Services – ESHIPMENT​

• On the E-document Services page, there is a service with the code ESHIPMENT.

• This service is displayed on the Workflow page, in the E-document Service field.

• The E-document Service setup is also provided through the installation of the E-shipment extension.

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