Default Ship-To Address for Dynamics 365 Business Central

Dynamics 365 Business Central provides a way to define and use different Ship-To Addresses in sales documents.

The Default Ship-To Address app for Dynamics 365 Business Central expands the existing functionality by providing a way to set a specific Ship-To Address as the default one to be used when creating new sales documents.

Features

The Default Ship-To Address app provides the following features:

  • Set up a Default Ship-To Address on the customer card
  • Automatic use of the Default Ship-To Address when creating new sales documents
  • Easy configuration of existing customers

Content

Usage

To use the Default Ship-To Address app follow these steps:

  • Select a Default Ship-To Address on the customer card

    1. Navigate to the customer list

    2. Open a customer card in Edit mode

    3. Scroll down the customer card to the Shipping FastTab

    4. Locate the Default Ship-To Address field
      Default Ship-To Address field location in the customer card

    5. Select one of the existing Ship-To Addresses for the customer as the Default Ship-To Address
      Selecting a Ship-To Address as the Default Ship-To Address

  • Create a Sales Document*

    1. Navigate to the Sales Orders list
    2. Click on New to create a new Sales Order
    3. Select customer 10000 The Cannon Group PLC
    4. Scroll down to the Shipping and Billing section
    5. The Ship-To field will indicate that an Alternate Shipping Address has been used. The Code field will be filled in with the Ship-To Address code selected on the customer card. The Address fields (Address, City, Post Code, etc.) will contain the specific information set on the Ship-To Address.
      Sales Order Shipping and Billing FastTab

    *NOTE: The Default Ship-To Address is used in the following Sales Documents: Quote, Blanket Order, Order, Invoice. It will not be used in the following documents: Return Order, Credit Memo.

Setup

The Default Ship-To Address app requires some setup to be done to be able to use the functionality provided by the app.

Permissions

The Default Ship-To Address app creates a Permission Set called CLIPDEFSHIPTOADDRESS that provides access to the different objects created by the app.

CLIPDEFSHIPTOADDRESS Permission Set

Assign the CLIPDEFSHIPTOADDRESS Permission Set to all the users that will either select Default Ship-To Address to customers, or that will create Sales Documents for customers that use a Default Ship-To Address.

To do so follow these steps:

  1. Navigate to the Users list
  2. Select the user to which you want to gran access to the Default Ship-To Address app
  3. Open its User card in Edit mode
  4. Scroll down to the User Permission Sets FastTab
  5. Create a new line selecting the CLIPDEFSHIPTOADDRESS Permission Set
    Selecting a Permission Set on the User Card

Configuring existing customers

Selecting a Default Ship-To Address on a customer is usually done on a card by card basis.

However, the Default Ship-To Addres app provides an easy way of configuring all existing customers when installing the app. This quick configuration is done through an Assisted Setup.

You can access the Default Ship-To Address Assisted Setup in two different ways:

  1. By clicking the Open Setup link on the Notification that appears on the Customer List when the system detects that the Default Ship-To Address app is not used in any customer
    Notification on the Customer List

  2. Navigating to the Assisted Setup page and selecting the Set up Default Ship-To Addresses
    Assisted Setup list

Once the Assisted Setup for the Default Ship-To Address app opens, follow these steps:

  1. Read the welcome page and click Next

    Assisted Setup welcome page

  2. A list of all the customers that have a single Ship-To Address will be shown

    Assisted Setup single Ship-To Address page

    In this page you can manually select a Default Ship-To Address on the different customers, or you can use the Fill Default Ship-To Address button to automatically set the Default Ship-To Address field on all the customers shown on this page.

    Click Next once you are done setting up customers on this page.

  3. A list of all the customers that have multiple Ship-To Address will be shown

    Assisted Setup multiple Ship-To Addresses page

    In this page you can manually select a Default Ship-To Address for the shown customers.

    Click Next once you are done setting up customers on this page.

  4. A list of all the customer that have no Ship-To Address will be shown
    ![Assisted Setup]

    Assisted Setup no Ship-To Addresses page

    In this page you can create Ship-To Addresses for the customers shown on the list by using the Ship-To Address button, and then you can manually assign the newly created Ship-To Address as the Default Ship-To Address.

    Click Next once you are done setting up customers on this page.

  5. Click Finish to finalize the assisted setup.

Contact

Visit https://clipdynamics.com/apps/contact to know the different methods in which you can contact us.

Change Log

Version 1.0.0.0 – January 2019

Initial realease of the App that includes:

  • A way of defining a Default Ship-To Address on the customer card
  • Automatic usage of the Default Ship-To Address when creating new sales documents (excluding the following document type: Return Order, Credit Memo)
  • An assisted setup
  • A notification upon opening the Customer list when the app is not set up.

Version 2.0.0.0 – November 2019

  • Fix to make the App compatible with Dynamics 365 Business Central release wave 2