The General tab contains information about your default account information.
Also the behavior of workflows are decided in the tab.
The first option is how you want to create your transport orders. Do you want them to be created when you have unposted documents or only when the related documents are posted.
In case you choose to base your orders on posted documents, you might also want to make Transport Orders automatically when posting the source document. To do this, select Auto-Create Transport Order(s).
If you wish to make the Transport Orders manually. leave this setting to Do Nothing.
If you decide to only create transport orders on posted documents the following options will become available for setup:
After Posting Sales Orders
After Posting Sales Return Orders
After Posting Purchase Return Orders
After Posting Transfer Orders
For each individual ordertype you can decide how the transport order is created
Do Nothing : Manual creation of the Transport Order
Auto-Create Transport Order(s) : When posting your business central document the transport Order will be created automatically
Create and Book Transport Order(s): This option will create and also book the transport order. Opening the transport order will directly provide track&trace information.
Create + Book and Print Order(s): This option will create and also book the transport order. Opening the transport order will directly provide track&trace information and print the related documents
Base Preferred Date: Posting Date or Planned Date. When using the Posting Date the pick-up Date is the posting date of the related document. Working with Planned date the source document requested delivery date is used for the transport planning.
Always New Trns. Order = Always new transport order. If enabled documents will not be combined into 1 transport order
Suppress Transport Order Created:
When posting the documents and a transport order is created and the system will show a notification of the newly created transport order. If enabled this notification will not be available (batch creation of transport order function)
Address for Invoice Address:
Bill to customer or Sell to Customer. Depending on your Data in de customer card you can choose to set the address information in the transport order to Bill to or Sell to information of the customer card.
Background Booking:
Booking of the transport orders will be performed with the Task Scheduler.
Skip updating Source Docs after booking TO:
When a Transport Order is successfully booked ,the actual carrier and track & trace information is stamped on the source documents. This is valuable because the transactions and the posted documents would then hold the relevant track & trace information, and the correct shipping agent & - service, etc…
However, updating source documents has a severe impact on performance and especially in warehouse processes it can cause locking in multi-user warehousing processes. This is because source documents are also being updated when warehouse documents are posted. For this reason it’s possible to postpone the updating of source documents to a later stage. The source documents will then be updated when the status updates of the delivery of transport orders are processed. This process can be scheduled in a background job and is committed after processing a single transport orders, which minimizes the risk of table locks. If the track & trace information is required on posted documents, then one must assure that the synchronize function is executed prior to posting warehouse shipments.
Automatically add one default package:
If enabled the default package will be inserted in the transport order of sales order line.
Add Delivery notes for Source Lines:
Enabling this function will add the source information in the transport order delivery notes. This information is send to the provider to be able to print additional documents.
Allow All item Type:
If enabled all item types are allowed on transport orders (Item, Non-Inventory and Service Item) (Non-Inventory and Service Items on transportorders are only supported without WMS functionality)
Copy Shipping Info to Warehouse document:
When enabled the shipping agent information from the source document will be copied to the warehouse document
Bing API Key:
If there is a bing api key available the transportorder factbox will show the map and the route from pick-up to delivery address
Link Delivery Lines with Packages:
To enable this functionality the license must be extended with the package and content. When enabled you can split and assign Delivery note lines into specific boxes. See Chapter: Packages and Content
Don’t copy Sales Order Packages:
When using the Carrier Selection function the package is needed for the pre-assigning of the freight cost. When in the process of scanning and posting with TF a different package type is confirmed the Sales Order package will not be used when the transport order is created.
Remove Attachments on Archiving:
Indicates that the attachments (like documents and labels) are removed when the Transport Order is archived.