Container Shipment -
Installation Instructions

This document will describe all the necessary information for the use of the Container extension, created by Micro-Apps. This extension creates the possibility to register a container in Business Central and add Purchase Lines to the container.

1. Installation:

The installation of the Container Shipment app is available via the Microsoft Marketplace for Business Central extensions/apps. From here you can automatically install the extension and make it available within every company within your Business Central environment.

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2a. Setup 1/2:

After the installation has been completed, the page Container Shipment Wizard is available in Business Central. With this configuration wizard we can set up the container shipment application step by step. This wizard contains all the necessary steps to completely set up the extension.

The first step is to register yourself and to activate the trial or subscription. With the trial, you can use the app two weeks free of charge. After the trial period, you need to activate the subscription.

Make sure both fields are checked (like the example in the right picture.)

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Select the No. series for the containers and the container shipments. is necessary to create an unique number for them. If there are no number series that fit your needs. Please create a new no. series.

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In the next screen you are able to set the shipping times of the shipments. The first field is the Default Shipping Time. The Container Shipment app will use this field to calculate the (Expected) Arrival Date of the goods at the point of entry. The second field describes the default time to transport the goods from the entry point to the warehouse. This date will also be used to calculate the Arrival Date.

To set the shipping time use the syntax where the star symbol is the amount (*):

(2M is used to describe 2 month) > *M = Month *W = Week *D = Day

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A Movement Reference Number, or MRN number, is a customs registration number that makes it possible for customs to identify and process a shipment in the customs system. If you want to make this field mandatory in Business Central, then check the MRN mandatory field.

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The last step contains assigning the ‘Container Shipment’ permission set. For every user that uses the container app and doesn’t have super rights, you need to set the container shipment permission. Open the user overview page with the button, select the user and assign the “Container Shipment” permission in the User Permission Sets tab. After this step you are done with the configuration.

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2b. Setup 2/2:

Base Carriers Setup:

Because it is possible to ship different sizes containers, you need to create at least one container. It is optional to add the sizes and measurement of the container.
The Container Shipment app is using this information to calculate the remaining values.

You can add these carriers in the page Base Carriers by clicking on the button +New on this page

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Calculation of Dates: (Estimated Departure Date (ETD)) + Shipping Time = Estimated Arrival Date (ETA))

Arrival Date: Estimated Arrival Date (ETA) + Receiving Point Shipping time

3. How to use the application?

With the installation of the extension the page Shipment List will be available. On this page you first need to create a new shipment. Then a container needs to be created. When the container is created, you can add the Purchase Lines in the container.

3a. Create Shipment:

Create a new Shipment Card with the + New Button in the ribbon of the Shipment List page

a. Create a new Shipment Number (field No.). This can be done automatically by using the Number Series which is entered in the Container Shipment setup.

b. Enter a description for the shipment

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c. Enter the Shipment Number Shipping agent (optional). This is the shipping number of the Shipping Agent which is transferring the items.

d. Enter the Exit Point. This is the point where the container are leaving from.

e. Enter the Entry Point. This is the point where the container is arriving the country of destination

f. Enter the Transport Method of the Shipment. The Transport Method is a standard          Business Central table.

3b. Create Container and add the Purchase Order Lines:

After the Shipment is created, the Container needs to be created.

a. Choose in the Shipment Card for Actions -> Create Container.

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b. In the screen Edit – Create Containers you need to enter at least the wanted Base Carrier.

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c. Choose for the Button “OK” to create the container.

d. A new screen will be opened, Loading Planning Containers.

i. The No. will be created automatically. The number is created automatically with the Number Series which is mentioned in the field Number Series Container in the Container Shipment wizard
ii. The Description will be copied from the base carrier
iii. The fields Maximum Loading Volume, Maximum Loading Weight will be copied from the base carrier.

e. Select the Purchase Lines which belongs to the container. Choose for Actions -> Select Purchase Order Lines from the Ribbon.

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f. In the screen Container Purchase Order Lines you will find al the Purchase Order Lines with the status Released (On the Purchase Order Header) and all the Purchase Order Lines where the field Shipment No. is empty.

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g. Select the Purchase Order Lines which are shipped in the created container and click on the button OK.

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h. The page Loading Planning Containers will be shown where the selected Purchase Order Lines will be added.

i. You can optional execute the function Actions -> Calculate Volume and Weight. So you can see what the available measurements are.

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3c. Enter the (Estimated) Departure Date

On the Shipment Card you can enter the (Estimated) Departure Date. When you enter a date, the Arrival Date will be calculated also.

a. Calculation of Dates on the Shipment Card:

i. (Estimated) Departure Date (ETD)) + Shipping Time = Estimated Arrival Date (ETA))
ii. Arrival Date: Estimated Arrival Date (ETA) + Receiving Point Shipping time

3d. Expected Receipt Date on the Purchase Order Lines:

When a Arrival Date is calculated, the Container Shipment app wants to change the Expected Receive Date on the Purchase Order Lines. Every time the Arrival Date is changed, the following message will appear

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When you click on OK, the expected Receive Date will be changed on the Purchase Order.

Lines which are selected. When you have a Sales Order Line connected to the Purchase Order Lines with a reservation, the Shipment Date on the Sales Order Lines will also change.

a. The following information will also be available on the Purchase Order Lines

i. Shipment No.
ii. Estimated Departure Date (ETD)
iii. Departure Date (DT)
iv. Estimated Arrival Date (ETA)

b. Not only on the Purchase Order Lines you will find the Shipment Number. Also on the following lines, the Shipment Number is available:

i. Purchase Invoice Lines
ii. Posted Purchase Receipt Lines
iii. Warehouse Receipt Lines
iv. Posted Warehouse Receipt Lines
v. Reservation Entries

3e. Receiving a container in the Warehouse:

When you want to receive the container in the Warehouse, you need to have the option Require Receive enabled of used Locations.

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There are two methods of receive the container in the Warehouse

a. From the Shipment Card:
When you want to create a new Warehouse Receipt for the Purchase Order Lines which you selected in the container, then you need to select the function Actions -> Create Warehouse Receipt from the ribbon of the Shipment Card.

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For every location from the Purchase Order Lines, there will be one Warehouse Receipt be created. You need to use this option when you have entered more than one Location on the Purchase Order Lines.

b. From a newly created Warehouse Receipt Card:
On the Warehouse Receipt the new function, Create Lines from Shipment is added. You will find the function in the Ribbon of the Warehouse Receipt in Actions -> Functions.

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i. When selecting this option, you need to enter the correct Shipment No. in the screen Create Warehouse Lines From Shipment which you want to receive.

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ii. When you have entered the correct Shipment No., then you need to select “OK”. Then the Purchase Order Lines will be added in the Warehouse Receipt.

All set-up and ready to use the Container Shipment app!

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