Dynamics 365 BC Settings

Dynamics 365 BC Settings allow you to configure write-back of shipment information to Dynamics 365 BC. StarShip supports freight, notes, and custom field write-back to Sales Orders, Sales Invoices, and Order Lines. You can set up how and when write-back occurs, and control what is written back as well.

You can access these settings by selecting Setup > Source Interfaces > Microsoft Dynamics 365 BC and clicking Interfaces. Then, click 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 next page, click the Settings heading.

Click the Settings heading.

Write-Back

When a shipment is processed or voided in StarShip

Define how freight should be written back to Dynamics 365 BC.

  • Always write back freight to the “document”: When you process or void a shipment in StarShip, the freight amount is automatically written back to the document.
  • Do not write back freight to the “document”: Freight is not written back or updated.
Select the freight line type and set the freight line code to be used during freight write-back

This setting allows you to write the freight amount back to a line on the Dynamics 365 BC document (Sales Order, Sales Invoice, etc.).

StarShip will add a line with the defined type and code to the Lines section on the Dynamics 365 BC document. This line will contain the Applied Freight amount.

  • The line type specifies the type of product, charge, or transaction that will be posted with the document line. For example, Item, G/L account, Charge (Item) or Resource.
  • The line code specifies the name (usually “FREIGHT”) or number of a G/L account, Item, Charge (Item) or Resource resource depending on what you selected for the Type field.

To add line codes in Dynamics 365 BC, select Manage from the Lines section of the document. In this example, we’ve added a non-inventory item called “FREIGHT” in Dynamics 365 to denote the freight charge.

You can add an item to hold the Applied Freight amount that is written back to Dynamics 365.

In StarShip, we then selected a Line Type of “Item” and in the Line Code field, we type the name of the code that indicates the freight charge, “FREIGHT”.

In StarShip, specify the line type and code that will hold the Applied Freight amount.

When a shipment is processed in StarShip (Sales Orders or Order Lines only)

This setting defines what happens to the Dynamics 365 Sales Order after the corresponding shipment is processed in StarShip.

  • Do not change the Sales Order status: The shipment information is written back to the StarShip section of the Sales Order. In order to see the shipment information, you need to “Ship” or “Ship and Invoice” the Sales Order (from Posting > Post). Once fully shipped, the Sales Order will be archived and the StarShip write-back information will not be available.
  • Ship the Sales Order: StarShip will create a posted Sales Order Shipment and write back the shipment, notes, and tracking info to the Sales Order.
  • Ship and Invoice the Sales Order: StarShip will create a posted Sales Order Shipment and a Posted Sales Invoice, and update the shipment, notes, and tracking info to the Posted Sales Invoice.

Notes Settings

You can customize the StarShip fields that are written back to the Sales Order, Sales Invoice, or Order Lines for both Freight and Parcel shipments. StarShip writes this information to the StarShip Notes field in the StarShip section of the document.

Write the information below to the Sales Orders when a Freight shipment is processed in StarShip

These are the default shipment fields that write back to Dynamics 365 for Freight shipments:

Default Notes fields for write-back to Freight shipments.

These are the default shipment fields that write back to Dynamics 365 BC for Parcel shipments:

Default Notes that write-back for Parcel shipments.
Modify or Add Fields
You can change the field that writes back by selecting a different field from the Note Field, or clicking the Add Note Setting button to add more fields. The Note Tag is the printed title; the information from the StarShip field on the right will appear next to the Tag words in the StarShip Notes section.
Add a new Notes field.