ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Shipping Agents and Services

A shop administrator can link the shipping methods configured in Sana Admin to the shipping agents and services in Dynamics 365 Business Edition.

If the shipping method in Sana Admin is linked to the shipping agents and services in Dynamics 365 Business Edition, then when the customer makes an order in the webshop, the selected shipping method will be stored in the sales order in Dynamics 365 Business Edition. Customers will be able also to track their packages online.

Set up shipping agents and services in Dynamics 365 Business Edition

Step 1: Choose the Search for Page or Report icon and enter Shipping Agents. Use the Shipping Agents window to set up shipping agents which can be linked to the shipping methods in Sana.

Field Description
Code Enter the code of the shipping agent (delivery service).
Name Enter the name of the shipping agent, for example FedEx.
Internet Address Enter the URL which is used to access the shipping provider package tracking service.

Example of the URL for the FedEx delivery service:
https://www.fedex.com/apps/fedextrack/?action=track&trackingnumber=%1

%1 is a replacement for the order tracking number. It is automatically replaced with a tracking number entered in the sales order.

In Dynamics 365 Business Edition the tracking number can be entered in the sales order details, on the Shipping and Billing FastTab, in the Package Tracking No. field.

In the webshop customers can see the tacking number with a link on the order details and posted shipment pages.

When the customer clicks on the tracking link in the webshop, the web site of the shipping provider will open and begin to search for the relevant package.

Step 2: Select the configured shipping agent and on the Navigate tab click Shipping Agent Services. Use the Shipping Agent Services window to set up the services that the related shipping agent offers.

Field Description
Code Enter the code of the shipping agent service.
Description Enter the name of the shipping agent service.

 

Link shipping agents and services from Dynamics 365 Business Edition to shipping methods in Sana

Step 1: Log in to Sana Admin and click: Tools > Scheduled tasks. Run the General information import task to import shipping agents and services from Dynamics 365 Business Edition to Sana.

Step 2: In Sana Admin click: Setup > Ordering & checkout > Shipping methods. In the details of any shipping method you can link the shipping agent with the relevant service from Dynamics 365 Business Edition to the shipping method in Sana. In the External shipping method field you can see the list of all shipping agents and services available in Dynamics 365 Business Edition.

For more information about how to configure shipping methods in Sana Admin, see 'Shipping Methods'.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition