Shipment booking parameters

Navigate to Cepheo® > Shipment booking > Setup > Shipment booking parameters in the Modules menu.

General

General (group)

Field
Description

Booking interface type

Set the booking interface to your external shipment system.

  • Not Set: No shipment platform has been selected.
  • nShift Ship(Consignor): Select this if "nShift Ship" is your shipment system.
  • nShift Delivery (Unifaun): Select if "nShift Delivery" is your shipment system.

Integration status

Set the status of the integration.

  • In test: The integration is in Test. A test flag is sent together with the Shipment booking to the external shipment system.
  • Active: The integration is active.

Message log level

The settings in Message log Level determines which of the messages sent to and from external shipment system are logged.

Cepheo recommend using "All" in the startup phase of the module in UAT and production environments. Use "Error" after the startup phase.
  • All: All messages are logged
  • Changed: Only change-related messages of Shipment bookings are logged
  • Error: Only messages that returns errors are logged
  • None: No messages are logged.

Container

Field
Description

Shipment booking line source

This parameter only applies for Shipment bookings created from (WHS) Shipment
We recommend to select Containers

Select where the data for the shipment booking containers and content is retrieved from.

  • Not set: Shipment booking lines are NOT created
  • Load details: Shipmen booking containers and content lines are created from Load lines. It is possible to edit the number of containers created in the Create shipment booking dialog.
  • Containers: Shipment booking containers and content lines are created from container and container lines.
  • Original source: Shipment booking containers and content lines are created from the original source. NOTE: Currently only Sales orders and Item requirements are supported.

Enable modifying of packed containers

This parameter only applies for Shipment bookings created from (WHS) Shipment

Select if it is allowed to modify the container content in the Create shipment booking dialog and the Shipment booking line source is Containers.

Container item quantity allocation policy

This parameter only applies for edit of content in the Create shipment booking dialog

Select if Shipment booking content line should contain a fixed quantity or the shipped quantity.

  • Fixed quantity: Always use quantity per container when creating Shipment booking lines.
  • Shipped quantity: Do not deliver more than the shipped quantity.
Example:

Item number: F00008, Quantity: 3, Number of containers: 3, Quantity per container: 2

Fixed quantity

Details
Fixed quantity ignores the quantity to be shipped and creates three containers with a quantity of 2.

Shipment booking line (Container) 1, Content:

Item number: F00008, Quantity: 2

Shipment booking line (Container) 2, Content:

Item number: F00008, Quantity: 2

Shipment booking line (Container) 3, Content:

Item number: F00008, Quantity: 2

Shipped quantity

Details
Since Quantity is 3 can only two containers be created if Quantity per container is 2.

Shipment booking line (Container) 1, Content:

Item number: F00008, Quantity: 2

Shipment booking line (Container) 2, Content:

Item number: F00008, Quantity: 1

Container split policy

This parameter only applies for edit of content in the Create shipment booking dialog

New and existing container number

When the 'Number of containers' is modified on a 'Content line', the container numbers always begin with the first container.

New container number

When the 'Number of containers' is modified on a 'Content line', the container numbers start with the first available container

Content product category hierarchy

Select product category hierarchy to be used to fetch the content description for a content line.

Conversion

Field
Description

Only send container types linked to Carrier service

Enable Only send container types linked to Carrier service if one or more of your carriers require that container type is NOT sent.

Unit of measure for service

All unit of measures are converted from D365 to external shipment service.

nShift Ship(Consignor)

  • Unit of measure for Mass: g (Gram)
  • Unit of measure for Length: mm (Millimeter)
  • Unit of measure for Dry volume: mm3 (Cubic millimeter)

nShift Delivery (Unifaun)

  • Unit of measure for Mass: kg (kilogram)
  • Unit of measure for Length: m (Meter)
  • Unit of measure for Dry volume: m3 (Cubic meter)
Setup of Unit of measure

Navigate to Organization administration > Setup > Units > Units in the Modules menu

IMPORTANT Read and understand the consequence of setting units of measure.

Setup of System units and Base units must be setup for the conversion of unit of measure to convert values precisely. In most cases are unit of measures which is a System unit also a Base unit.

What is a System unit?

A System unit is a unit used by D365 when no unit is set. An example is weight of an item.

Only on base unit is allowed for each Unit class
What is a Base unit?

A Base unit is a unit used by D365 to convert units to a different unit class (E.G. Convert Meters to Square meters). Cepheo Shipment booking use the base units to convert Length to Dry volume.

It is important that all Base units are at the same level (E.G. m, m2 and m3)
Only one base unit is allowed for each Unit class

Example of correct base units per unit class:

  • Length: m (meter)
  • Area: m2 (Square meter)
  • Dry volume: m3 (Cubic meter)

Send options

Field
Description

Enable "Save to external booking system"

Enable to save the shipment booking in the external shipment system. Use this option if you are completing the shipment in the external shipment system.

Enable "Send to external booking system"

Enable to create and ship the shipment booking in the external shipment system. Use this option if the shipment in ready for shipping and do not need any modifications in the external shipment system.

Enable prepared shipment

Enable to ship a prepared shipment booking to the external shipment system. The prepared shipment is typically created by a web shop.

Auto print label

Only visible when nShift Delivery (Unifaun) is selected as the Booking interface type

Sends automatically a print request of a label to nShift after a Shipment booking has been sent and received at nShift.

Creation of shipment booking

Field
Description

Enable creation without any source

To manually create a shipment booking without fetching data from any source, enable this parameter.

Enable creation from Sales order

To create a shipment booking from a sales order, enable this parameter.

Enable creation from Transfer orders

To create a shipment booking from a transfer order, enable this parameter.

Auto-consolidate on create

Automatically consolidate shipment bookings on creation. The Consolidation policy is used when performing the consolidation.

View

Field
Description

Height of container content line in grid

Select the height of the Container content line. This will apply to the content line in form Create shipment booking and Shipment bookings

  • Default. Use the default display height on the grid.
  • One line
  • Two lines
  • Three lines
  • Four lines

nShift Delivery (Unifaun)

Setup of integration to nShift Delivery.

Only visible when nShift Delivery (Unifaun) is selected as the Booking interface type
Field
Description

Shipment server URL

The URL can be found on nShift Delivery APIConnect.

Api Key

The API Key requires an agreement with nShift and can be created from nShift Delivery.

Secret Key

The Secret Key will be created when Api Key is created.

Tracking URL

This URL is used to track the shipment and is provided by nShift.

Example: https://www.unifaunonline.com/ext.uo.[LANGUAGE CODE].track?apiKey=[API KEY]&order=

For more information go to Track & trace (unifaun.com)

Next alert fetch ID

Next alert fetch ID are used when fetching booking events from nShift Delivery.

nShift Ship (Consignor)

Setup of integration to nShift Ship.

Only visible when nShift Ship (Consignor) is selected as the Booking interface type

Connection

For more information go to Getting started with Shipment Server integration (nShift Ship)
Field
Description

Shipment Server URL

For testing use http://demo.shipmentserver.com/ship/ShipmentServerModule.dll

For production use https://www.shipmentserver.com/ship/ShipmentServerModule.dll

Shipment Server Key

The Shipment Server Key requires an agreement with nShift and will be provided by nShift.

Actor ID

The Actor ID will be provided when Shipment Server ID is provided

Container reference kind

Reference kind sent to nShift Ship for saving the reference to Shipment booking container ID. Default value is 235.

Only change this value if Reference kind 235 is used to another reference

Track & trace

Field
Description

Track & Trace URL

Set the URL to https://api.nshiftportal.com/track/

Access token

For more information about Access token go to API configuration setup – nShift
Field
Description

Token URL

Set the URL to https://api.nshiftportal.com/track/

Client ID

Set the API Client ID created in nShift

Client secret

Set the API Client Secret created in nShift

Click on the button Test fetch token to test if access to Track & trace is OK

Updates

Update Shipment booking

Whenever a field is modified in a shipment booking, it may trigger changes in other fields, known as target fields. The handling of these changes can be configured individually for each target field.

Each target field can have one of the following actions:

  • Never
    • This is the default selection. Target field are not updated when the Source field is changed.
  • Always
    • Target fields are updated whenever the source field is changed.
  • Prompt
    • A prompt enables you to decide whether to update the Target fields.

Update (WHS) Shipment

If the Update Bill of Lading ID is enabled, the “Bill of Lading” field on a shipment will be updated with the tracking ID specified in the shipment booking.

Form setup (Preview)

Only visible if feature (Preview) Cepheo® Shipment booking, packing slip report is enabled

Setup of reports included in Cepheo Shipment booking.

Packing slip report

Packing slip layout
Field
Description

Incoterms

Enable Incoterms to view Incoterms in the report

Combiterm

Enable Combiterm to view Combiterm in the report

Show project

Enable Show project to view Project in the report

Pickup address

Enable Pickup address to view pickup address in report

Packing slip lines
Field
Description

External item number

Enable External item number to view External item number in the report

Tag number

Enable Tag number to view Tag number in the report

Summarize items

Enable Summarize items to view Summarize items in the report

Summarize container list

Enable Summarize container list to view Summarize container list in the report

Shipment cost types

Currently only available for nShift Ship (Consignor)

The shipment cost types is a list of cost types used when fetching prices from external service.

Shipment statuses

Select which WHS Shipment statuses allows creation of Shipment booking. Default selection is Loaded and Shipped.

This only applies if Shipment booking line source is set to Load details or Containers.

Consolidation policies

Set up the consolidation policy for consolidation of Shipment bookings. The selected fields are used to consolidate the Shipment bookings in Create shipment booking dialog. 

The Reset button will select all the default consolidation fields. 

Export reasons

Export reason is required in the Customs details for Carriers that supports paperless invoicing services (also called electronic invoicing).

Data upgrade

Whenever a new version of Cepheo Shipment booking is installed, Cepheo recommend to run the Data upgrade.

To run the data upgrade click on the button Upgrade.

Number sequences

Setup up the valid Number sequences for Shipment booking ID, Notification contact ID and Container ID.

Use the number sequences wizard to create all number sequences. See Set up number sequences using a wizard - Finance & Operations | Microsoft Docs

For manual setup, see Number sequences overview - Finance & Operations | Microsoft Docs

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