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. Update Mobile devices with latest App and update the Application.cfg
5. Setup the “Pack & Ship” solution in Business Central
6. 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

System requirements for the “Pack & Ship” extension

• Business Central version 13.5 (or newer)
• Mobile WMS Extension, version 5.32 (or newer)
• Mobile WMS Android App 1.5.12
• Printing “License Plate” and “License Plate Content” requires Tasklet Print Cloud Service

Setup requirements

• WMS Setup: “Enable Tote Picking” and “Tote per” set to “Whse. Document No.”
• Location setup: "Bin Mandatory", "Require Pick" and "Require Shipment" must be enabled
• Warehouse Shipment:
  • Only orders for the same Customer and delivery address on the same Shipment.
  • Only Source Document of type “Sales Order” and “Transfer Orders” outbound, can be used as source for Warehouse Shipment for the packing and shipping processes
• Assemble-to-Order is not supported.

Optional system requirements for the “Pack & Ship – Shipit365 Connector” extension

• Idyn ShipIt365 Extension, version xx.5.10924 (or newer)
• “Pack & Ship” Extension, version 1.12.xx.xx

Optional system requirements for the “Pack & Ship – LogTrade Connector” extension

• Business Central version 17 (or newer)
• Logtrade Extension, version 17.6.0.0 (or newer)
• “Pack & Ship” Extension, version 1.12.xx.xx

Access to Tasklet University where 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.

Upgrade existing installation with Pack & Ship

If you need to update an existing installation with Pack & Ship, you need to be aware of the dependencies between from other extensions.

This step-by-step guide, will ensure you can get the latest version published and installed.

• Remove Customizations with dependencies
  • Uninstall any customizations with dependencies on Pack & Ship or Pack Connector
  • Unpublish (Keep data) any customizations with dependencies on Pack & Ship or Pack Connect
• Remove Pack & Ship - Connector
  • Uninstall Pack - Connector
  • Unpublish  (Keep data) Pack - Connector
• Publish
  • Publish and Install new version of Pack & Ship
  • Publish and Install new version of Pack Connector
  • Publish and install any customizations with dependencies on Pack & Ship or Pack Connector

Configuration file and Mobile WMS App on mobile devices

You need to update the application.cfg on the mobile devices with the latest changes required for Pack & Ship and ensure the Mobile App installed on the mobile devices is up to date.

Please contact our service desk after you install or update to the latest version of Pack & Ship, to ensure you also get the latest application file and Mobile WMS App updated on your mobile devices.

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" available on https://university.taskletfactory.com

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 = 82206 ("MOS WMS Pack")
• Mobile Menu Option 
  • Packing
• Mobile Group
  • (Menu option 'Packing' added to existing Mobile Group 'WMS')

Translations

The current version supports the following languages:

Mobile Device:

• ENU

Business Central:

• ENU

If you encounter screens like this with missing translations on the mobile device, the Mobile messages are missing for your current language code.

How to Create missing Mobile Messages

Open Mobile User and check the Language Code for the specific mobile user.

Open Mobile Languages, select the line with the Language Code from the mobile user.
Press the action “Create Messages” to create the missing default messages.

Open Mobile Messages and manually update the translations for the specified Language Code.
Only change the value in the “Message” field, the “Code” field is used as a constant inside the application to lookup the translation.

Example: Main Menu Caption for the Pack & Ship Icon.

As of version 1.11 the following Mobile Message Codes are used for Pack & Ship:

• 'MAINMENUPACKING', 'Pack & Ship');
• 'PACKING_STATION', 'Packing Station');
• 'PACKING_STATION_HELP', 'Select Packing Station');
• 'PAGEPACKINGTITLE', 'Packing');
• 'BULKREGISTRATION', 'Bulk register information');
• 'COMBINETONEW', 'Move License Plates to new');
• 'ALLCONTENTTONEW', 'Combine All Contents to new');
• 'ENTER_PACKAGE', 'Package Type');
• 'PACKAGE_LABEL', 'Select Package Type');
• 'LICENSEPLATE', 'License Plate');
• 'LICENSEPLATE_CONTENT', 'Contents');
• 'SHIPPING_AGENT_SERVICE', 'Shipping Agent Service');
• 'SHIPPING_AGENT_SERVICE_HELP', 'Select Shipping Agent Service');
• 'SHIPPING_AGENT', 'Shipping Agent');
• 'SHIPPING_AGENT_HELP', 'Select Shipping Agent');
• 'POSTPACKING', 'Post');
• 'NO_LICENSE_PLATES_TO_UPDATE', 'No License Plates to update');
• 'NO.', 'No.');
• 'UNIT_LABEL', 'Unit');
• 'LICENSEPLATE', 'License Plate');
• 'STAGING_HINT', 'Staging Hint');
• 'STAGING_HINT_HELP', 'Inform where goods are staged');
• 'EDIT_LICENSEPLATE', 'Edit License Plate');
• 'MAINMENULPCONTENT', 'License Plate Contents');
• 'ADD_LICENSEPLATE', 'Add License Plate');
• 'DELETE_LICENSEPLATE', 'Delete License Plate');
• 'LICENSEPLATE_NOT_EMPTY_ERROR', 'You can not delete a License Plate with Content');

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