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StarShip Custom Fields

The StarShip Extension in Dynamics 365 BC allows you to create custom fields at the header or package level for the Customer, Sales Order, and Invoice documents. You can also have custom fields display for all documents. You can use these custom fields to import more information into the StarShip shipment; or you can write shipment information back to Dynamics 365 using these fields.

Custom Fields Setup

  1. In Dynamics 365 BC, select StarShip > Custom Fields.
    In Dynamics 365 BC, select StarShip then Custom Fields.
  2. Click New.
  3. Begin by typing in a display name for the custom field. The name must be unique and can be up to 150 characters.
    Type in a name for the custom field.
  4. Select the level, Header or Package.
  5. Select the document where this field will display: Customer, Sales Order, Invoice, or All (all documents). For example, if I set the Document to Sales Order, then the field will display on the Sales Order screen.
  6. You can add as many custom fields as you want; this image shows each possible permutation of the Level and Document values.All the combinations of level and document values.

 

Notes

  • The Customer document does not support Package level custom fields; if you have a package level field defined for “All” Documents, it will not appear on the Customer document.
  • Custom fields support text string values that can also contain spaces and numbers, with a maximum length of 300 characters.

Header Level Fields

Any custom fields at the Header level can be added to the StarShip Custom Fields section of the document in Dynamics 365. This allows you to add values to import into the shipment in StarShip.

Add custom fields to the StarShip Custom Fields section of the document.

Mapping Custom Fields

Once your custom fields are created, you can map any of the Header level fields to StarShip shipment fields to bring additional information into the shipment. You can map the fields to any shipment fields, including StarShip User Definable fields.

In Setup > Source Interfaces > MS Dynamics 365 BC, click on the Interfaces heading and select the Customize Interface button for the document you want to customize.

Click the Customize Interface button for the document you want to customize.

On the Select Mappings page, click the Shipment field group and then select General Information to view your defined Shipment level User Definable fields.

Select Shipment then General Information to show your Shipment level User Definable fields.

Select a User Definable field (UDF) and map it to a custom field. Repeat this process for any Header level custom fields you want to map, making sure to click the Save All Maps button to save your work.

Map the UDF fields to your custom Dynamics 365 fields.

Package Level Fields

You can write back to package level fields using Custom Write-Back Setup. Package level field will write back to the StarShip Packages table on the Sales Order, Sales Invoice, Posted Sales Shipment or Order Lines document. The table is not customizable but for each package you have any number of custom fields you can create to write shipment information back to.

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