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Overview

This document describes what resources are available for the Tasklet Mobile WMS “Pack & Ship” App for Microsoft Dynamics 365 Business Central and the basic configuration needed to get the extension up and running.

• “Pack & Ship” is an extension for “Tasklet Mobile WMS” and requires the Mobile WMS App to be installed and running already.
• “Pack & Ship - ShipIT365 Connector” is an extension for “Pack & Ship” to connect the “Pack & Ship” solution to 3^rd party shipping app “IDYN ShipIt365”.

This installation guide will assume knowledge of Mobile WMS (including all information already available in the Mobile WMS Installation Guide), and how to install and upgrade Apps in your environments in general.

The top-level steps in the procedure are:

1. Install or gain access to Dynamics 365 Business Central with Mobile WMS
2. Download and install “Pack & Ship” Per-Tenant App
3. Download and install “Pack & Ship – ShipIt365 Connector” App (Optional)
4. Setup the “Pack & Ship” solution in Business Central
5. Test on a mobile device

Terminology

Cloud: The SaaS hosted edition of Business Central that Microsoft offers.

On-Prem: Locally hosted edition of Business Central.

Per- Tenant extension: You take ownership and will maintain the extension (Not recommended).

Prerequisites

• Dynamics 365 Business Central (Cloud or On-Prem installation)
  • Minimum version: 13.5
  • Essential or Premium user license.

• Mobile WMS already installed
  • Minimum version: 5.28

• Mobile WMS Android App
  • Minimum version: 1.5.10

• Access to Tasklet University (Here you can download): 
  • • Partner Guide
    • This Installation Guide
    • "Pack & Ship" Per-tenant extension with Source code
    • (Optional) "Pack & Ship ShipIT365 Connector" Per-tenant extension

Download and install “Pack & Ship” App

The "Pack & Ship" must be downloaded directly from Tasklet University and currently cannot be installed from AppSource.
Using the extension App provided by Tasklet

• Download "Pack & Ship" App and deploy as-is.
• You are guaranteed an easier future upgrade path.
• You can extend standard extension by subscribing to Events from the documented API.

Create your own "PTE" extension (Not recommended)

• Download source code and compile and maintain your own "Per-tenant extension".
• Use only in highly customized scenarios that cannot be solved using the standard extension.
• You cannot upgrade as easily and will have to merge your code changes going forward.

Download and install “Pack & Ship – SHIPIT365 Connector” App (Optional)

The "Pack & Ship – ShipIt365 Connector" is an optional app also provided and maintained by Tasklet Factory.
If you have "Pack & Ship" and "IDYN Ship365" Apps both installed (including an active Transsmart subscription), this "Connector App" will connect "Pack & Ship" to "ShipIt365" and enable mobile device users to book and print Transport Orders directly from the mobile devices.

The "Pack & Ship – ShipIt365 Connector" must be downloaded from Tasklet University and currently cannot be installed from AppSource.

Setup The “Pack & Ship” solution in Business Central

Setting up the master data for "Pack & Ship" is described in detail in the "Pack & Ship – Partner Guide".

In addition, the following master data is created automatically during the installation of "Pack & Ship".

If you need to recreate these master data, you can either do this manually or by reinstalling the "Pack & Ship" App.

• Mobile Document Types
  • GetPackingOrders (processing codeunit "MOS WMS Pack")
• Mobile Menu Option 
  • Packing
• Mobile Group
  • (Menu option 'Packing' added to existing Mobile Group 'WMS')

Permissions

The permission set “MOS Pack and Ship” defines access to new Mobile WMS “Pack & Ship” tables not contained in standard Mobile WMS permission sets.

Please add the permission set all mobile users that should have access to “Pack & Ship” on the mobile device:

Recommended permissions set for BC13 to BC16

• (Not available – only a permission set object is deployed with “Pack & Ship”).

Recommended Permissions set for BC17 and newer ^{(spring release 2019)}

• MOS PACK AND SHIP Mobile WMS Pack and Ship User

Configuration file

You need to download and update the application.cfg from  Tasklet University

If any existing modifications to this file exist, you need to merge the files manually.

Deploy application.cfg to the mobile device.