Route Status List
Now the initial setup has been completed it is time to complete some the setup highlighted in the ribbon of the Shipment Management Setup page.
Each Route Status Code represents a process or check within a route which needs to be completed before the route can progress onto the next status.
Clicking on the Route Status List will open a window as per below showing a list of the existing status codes. These can be setup manually or you can use the Default Configuration which includes a standardised set of route status codes.
In the example above setup of status codes has been done for Shipping Agent codes DHL and OWN LOG.
For status codes where the Shipping Agent Code has been left blank this status will apply to routes for all shipping agents, for example all routes will have to process the PLAN status code first.
NB: The next code must be specified on each status code to give the list an order, you do not need a next status code on the final stage of your route.
Take the example above:
Once a route has processed status code 05 PLAN this will be followed by code 10 (as specified in the next Code field).
The addition will then run through and will process status code 20 next but will filter for the appropriate Shipping Agent Code for that route.
- When processing status code 20 it will either run Description Create Shipments or Create Consolidated Shipments depending on whether it is an OWN LOG or DHL route being processed.
You can set the processing codeunit ID for each Status Code, Microsoft Dynamics NAV will run this codeunit when you select process for a route from the Shipment Management Routes ribbon or the FactBox.
NB: Don’t panic if you don’t know much about the codeunit side of things, you need to be aware of them, but you shouldn’t need to change them from the default configuration unless you have bespoke processes running through your Warehouse.
On the screen you will notice against each Route Status code there are a few option boxes. If you select Process Automatically, then you do not have to manually process the status from the Shipment Management Routes screen.
Using the example above when you process the 05 Status PLAN for a route Microsoft Dynamics NAV will automatically process code 10 and reserve the inventory, the next status you will manually need to process will be code 20 to create shipments.
Choosing to Hide Status means that the code selected will be hidden from the factbox on the Shipment Management Routes screen.
If you tick the option to Allow Moving Lines/Drops, this will enable you to control at what status codes you would like to permit users to move drops onto a new or existing route. The setup above only allows drops to be moved at their planning stage, if you attempt to move a drop at any other status code you will receive an error stating it cannot be moved:
NB: This restriction applies to moving drops within a route as well as moving to a different existing or new route.
The Shipping Code Agent field on the Route Status list when populated will highlight in green the relevant status codes specific to that shipping agent to allow users to clearly see a path for the route.
If you wish to filter the list, you can use the advanced filter as shown below and this will only show status codes for the specified Shipping Agent Code:
Additionally, a FactBox shows on the Shipment Management Routes screen which will show the Status Codes relevant to a selected route, so you can easily identify at what stage the route is at.