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The following steps allow you to locate and provide order ID information from Business Central to Insight Works' Support. The order ID can be used for information requests and troubleshooting.
Dynamic Ship
Dynamic Ship 2.5 (BC13+) introduced a command to copy the last package. The command is --COPYLASTPKG or --CLP. This command will duplicate the current or last package if there's no current package.
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Package Options can be created in Dynamic Ship and applied to specific customers or to all customers depending on what is required.
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Starting in Dynamic Ship 2.5 there is a new feature that allows placeholders in the package options.
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This document will explain how to create a shipping label for a Miscellaneous Shipment. Miscellaneous Shipments are used for non-inventory items such as Literature or Samples.
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Dynamic Ship has many flexible configuration and usage options, but sometimes there is a need to tailor the system or processes beyond what these configuration options can provide.
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A shipment manifest can be generated from within Dynamic Ship. This can be used by the driver to receive multiple shipments at once, and may even be mandated by the USPS driver.
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License Plate Templates offer a more efficient way to package goods for shipment. Many businesses have packages with set dimensions that are used for shipping. Below are steps on how to create License Plate Template.
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The following is a Quick Guide on how to use Dynamic Ship in Microsoft Dynamics Business Central. The steps involved will be outlined and documented in this version.
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Prior to using Dynamic Ship users should be updated to Manage License Plates.
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The following is a Quick Guide on how to use Dynamic Ship in Microsoft Dynamics Business Central. The steps involved will be outlined and documented in this version.
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Please run the Dynamic Ship Setup Wizard. This will apply common base Business Central shipping agent and service and the correlating Dynamic Ship carrier and service.
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Dynamic Ship uses the EasyPost services to communicate with the various carriers. You must register on the site.
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This documentation provides summary information for configuring the Dynamic Ship module. Additional information for configuration fields not covered in this guide is available in the online help for Dynamic Ship.
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You can look up shipment and package tracking numbers as soon as a shipping label has been created.
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Starting in Dynamic Ship v2.2.2 for NAV (and 2.5 on Business Central) you can chain multiple shipping commands in the Package Worksheet for faster scanning.
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Blind shipments will display the ship-to address as the ship-from address on the shipping label instead of your location address.
Double blind (a.k.a. drop) shipments will display a selected third party address as the ship-from address. International double blind shipments may require an alternate carrier account that is appropriate for the country.
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The Dynamic Ship Bill of Lading (BOL) report can be printed on the Package Worksheet after packing the shipment.
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Requesting Saturday delivery is a package option, not a separate delivery service. It will not show on the list of services offered by the carrier.
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Extra text can be included on the shipping label using package options on the Customer Options page.
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Freight costs can be included in a sales order or sales quote. In a sales order the Freight Quote option will be under the Process menu.
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A USB scale can be used to collect the weight of a package for shipment.
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If a package contains hazardous materials it must be declared on the carrier label. The only hazmat setting that can be electronically submitted to the carrier is defined in the package option.
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When trying to get labels on the Package Worksheet page or a freight quote on the Sales order/Quote page, you may get no rates returned if the carrier doesn't return a matching service.
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In order to enter a valid mailing address for Canada, the region default address format needs to be changed to include the province.
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If you want the carrier to collect payment on delivery you can use the package options to configure your COD settings.
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The Dynamic Ship Analysis app is provided as a template app that can be installed from Microsoft AppSource. Here are the requirements for installing, customizing, and distributing a template app.
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The Dynamic Ship: Power BI Compatibility extension for Business Central is required to enable Power BI reporting.
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This documentation provides summary information for installing and configuring the Dynamic Ship Analysis app for Power BI.
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Most LTL carriers will require a manifest so that the driver knows that they have picked up the whole shipment. This document will show how to produce that report to include with the shipment.
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This article will teach you how to configure carrier accounts within Dynamic Ship.
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If you want to utilize UPS SurePost with your EasyPost account, you must request it.
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Dynamic Ship can email the tracking information for a shipment. Search for "SMTP Mail Setup" to fill in email server settings.
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The mentioned data must be configured before Dynamic Ship can successfully get labels.
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Please note that alternate billing (receiver, third party, and collect) may not be successful while using a test API key. Not all carrier's test servers will support it as this is often tied to billing functionality. To test this, you will need to temporarily switch to a production key. Please refund generated labels via easypost.
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International shipments require customs information to be provided. Dynamic Ship makes that process simple by using information already in your system to create the necessary documentation for a successful labelling process.
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Canada Post has a complicated third party billing procedure that requires your account to be authorized to bill them. To do this, you may need to have separate Canada Post accounts configured that will have billing from the third party enabled.
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The Dynamic Ship Carrier and Dynamic Ship Carrier Service table are linked to the base NAV Shipping Agent and Shipping Agent Service table, respectively.
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A shipment label can be re-printed at any time without having to regenerate it from the carrier. If the shipment is still open in the package worksheet, you can click the "Carrier Label" button to re-print an existing label.
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This documentation provides summary information for configuring the Dynamic Ship module. Additional information for configuration fields not covered in this guide is available in the online help for Dynamic Ship.
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Once the basic setup and configuration is completed the task of shipping can begin. The purpose of this document is to provide the user with guidance on how to complete a basic shipment.
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