To connect Business Central to your MachShip account, open the Deliver-It with MachShip Setup page via search. You will find several fields which relate to your MachShip environment.
Setting up a default MachShip Account in Business Central
Once you have opened the Deliver-It with MachShip Setup page, you will find the Account group of the page. The information needed to fill this out will be given to you by MachShip. You can start your MachShip integration with the following components:
- Account Token: A unique company token provided by MachShip.
- Company Name: A drill-down field that shows the MachShip Companies related to the Account Token.
- Printer Code: Allows you to specify a default MachShip printer that will be used for printing manifests.
Populating these fields will create a Default MachShip Account. To view your account or connect additional MachShip accounts to Business Central, you can find more information here.
Defining default MachShip settings
The General group allows you to specify the following fields:
- Default Agent Selection, which can also be setup per Customer on the Customer Card. When adding a new Sales Order and if the customer doesn’t have a Default Agent Selection, the Order will be given the value you have set on this page. See Choosing MachShip shipping options.
- Default Pick Up Opening Time, this will be the time your logistics operations allow shipments to be manifested from for the day.
- Default Pick Up Closing Time, this will be the time your logistics operations no longer manifest shipments for the day.
- Hide Ship-to Contact Name, will dictate whether the contact’s name will be included on the consignment.
- Send Tracking Email, which can also be setup per Customer on the Customer Card, lets you specify if the Sell-To email on the document will receive a tracking email (ASN). See Sending MachShip Tracking Emails.
- Create Consignment on Posting, determines if the consignment will be created on posting of the shipping document.
- Manifest Consignment on Posting, determines if the consignment will be manifested on posting of the shipping document.
- Refresh Date Range, defines the date period for refreshing the consignment status, which relates to being able to track a consignment.