Tasklet integration

Introduction

The “Tasklet Mobile WMS Pack & Ship – ShipIT 365 Connector” is an optional app provided and introduced by Tasklet Factory but recently renamed and moved to the Idyn development team
In the Appsource the connector will be available in the Idyn app collection since October 2023

If you have “Tasklet Mobile WMS” installed and the “Idyn ShipIT 365” apps both installed, this “Connector App” will enable mobile device users to book and print Transport Orders in “ShipIT 365” directly from the mobile devices.

Prerequisites
A paid subscription to Transsmart through “idyn ShipIT 365”

“Tasklet Mobile WMS” extension – minimum version MOB5.32
“idyn ShipIT 365 Connector with Mobile WMS” extension – minimum version 1×.6.10925.1

The connector requires this specific setup in “idyn ShipIT 365”:

“Always new Trns. Order”: Enabled
“Automatically Add One Default Package”: Disabled

Download and install “ShipIT 365 Connector with Mobile WMS” App. The “ShipIT 365 Connector with Mobile WMS” can be installed from AppSource.
Depending on the environment setup, you need to download and install the correct app-file:

Seting up the “ShipIT 365 Connector with Mobile WMS” in Business Central is basically done with the installation of the app.
Master data is created automatically during installation of “ShipIT 365 Connector with Mobile WMS”. If you need to recreate these additional master data, you can either do this manually by synchronizing the packages and packing stations or by reinstalling the “Pack & Ship – ShipIT 365 Connector” App.

Mobile Package Types

Data is synchronized on install from table “IDYS Package Type” to “MOB Package Types”
Can be manually synchronized from page “Mobile Package Types” at any time
Only packages types associated to “ShipIT 365” will be replaced (Shipping Provider ID = ‘SHIPIT365’)

Mobile WMS Package Setup

When Package Types is synchronized into the “Mobile WMS Package Types” they become available to be used in the Mobile WMS Package Setup
The MOB Mobile WMS Package Setup determines which package types is available for each Shipping Agent
Only when a Package Type is associated to a Shipping Agent they will be available at the mobile device (see below)
Mobile Package Setup must be created manually when new Packages Types have been synchronized

Mobile Packing Stations

No packing stations are automatically synchronized during install
Can be manually synchronized from page “Mobile Packing Stations” at any time
If no packing stations are created/synchronized the provider specific printer setup associated to the default ShipIT365 user will be used
Packing Stations is only required for “ShipIT365 Connector” if you wish to print to different printers connected to the active providers.

Transsmart

In this example, the selected packing station will redirect to the associated Transsmart user/printer.

Done by overwriting the value in field “User Name (External)” from table “Packing Station” to same field in the “ShipIT User Setup” table.

Ship

In this example, the selected packing station will redirect to the associated Delivery hub printer.

Done by overwriting the value in fields “Ticket Username”, “Workstation ID” and “Drop Zone Label Printer Key” from table “Packing Station” to same field in the “ShipIT User Setup” table.

You can find more help in the onlineguide on Configuration of Drop Zone

Note:

Only Setup-fields relevant for the active Providers is visible in the Packing Station page. If Packing stations are used, make sure alle Mobile WMS users are also created in the ShipIT User table, if not the default ShipIT user will be used and printer selection will not work.

Mobile Groups and Mobile Menu Options

No changes are needed to Mobile Group or Mobile Menu Option setup.

The connector changes and extends the behavior of existing menu options, but do not introduce new ones.

Mobile WMS Setup

Default value for “Transport Order Booking Action” is “Book and print”.
This setting is only applicable when the “Base Transport Orders on” is set to unposted documents in the ShipIT Setup.

If you need to change this behavior you can select different Booking Actions as shown below.

Book and print = After Transport Order is created, call ShipIT 365 function “Book and print”
Book = After Transport Order is created, call ShipIT 365 function only “Book”
None = After Transport Order is created, do not call any additional ShipIT 365 functions.

Functional changes

When synchronized Package Types are set up in “Mobile Package Setup” (see above) they become available to be selected from the ‘Packing’ page at the mobile device:
Other existing Package Types are still available and can be used as before (including package types created for internal logistics or synchronized from other 3rd party connector apps).
Only Package Types from the same Shipping Agent can be used for the same shipment.

When the Warehouse Shipment is posted a new “Transport Order” is automatically created, booked, and printed in the ShipIT 365 App when:

A Package Type associated to ShipIT 365 is assigned to a License Plate in the Packing process
The Warehouse Shipment includes unhandled License Plates (still not transferred to ShipIT 365)

Error handling
Booking and printing the Transport Order may fail in ShipIT 365 when i.e. rates for specific customers are missing.
Generally, this is something to be solved in the ShipIT 365 setup.
Errors will prevent the Warehouse Shipment from being posted as well.

When setup issues have been solved, posting can be restarted from Mobile Device and a new Transport Order is created or you must manually open the Transport Order in Business Central and retry Book and Print.