D365 Finance & Operations and Dynamics AX Forum

Expand all | Collapse all

D365 - Customer Carrier Account Number

  • 1.  D365 - Customer Carrier Account Number

    GOLD CONTRIBUTOR
    Posted Jul 15, 2019 04:55 PM
    ​Hello,

    We are in the process of implementing D365 for Finance and Operations​.  We are not planning on using any of the base shipping interface functionality at this time, however we would like a spot to store our customer's carrier account number.  I have not found a spot for this, so before we add a new field to the customer to store, I wanted to reach out to the D365 User Community to see if there is a field I've yet to find where we could store this without having to use/turn on the shipping interface functionality.

    Thanks.

    ------------------------------
    Chris Harrison
    IT Integration Manager
    Fort Wayne Metals
    Fort Wayne IN
    ------------------------------
    Conference-AXUG_200x200


  • 2.  RE: D365 - Customer Carrier Account Number

    GOLD CONTRIBUTOR
    Posted Jul 16, 2019 07:25 AM
    Hi Chris,

    I am not 100% sure what you mean by shipping interface functionality, but I can tell you that we had the same request for D365FO and had to have a customized field added to the sales order header to be able to use the customer's carrier account number to ship an order. In addition to this, we added another field to indicate whether the shipping would be prepaid (we charge the customer and ship on our account) or collect (we don't charge the customer and ship on their account) as the warehouse shipping software we use needs this information to create proper shipping labels.

    Let me know if you want to know anything else about this.

    ------------------------------
    Kerstin Newman
    StarTech.com
    London ON
    ------------------------------

    Conference-AXUG_200x200


  • 3.  RE: D365 - Customer Carrier Account Number

    GOLD CONTRIBUTOR
    Posted Jul 16, 2019 09:30 AM
    Hi Kerstin,

    Thank you for the response.  From the reading I've done online it sounds like there is base shipping interface functionality that exists within D365.  I'm not too familiar with it either, but it sounds like if you use it you can setup customer carrier account information.  I'll continue to do some reading/research on this, but if we do get to the point where we decide to make a mod, I might be back with some additional questions for you about your enhancement.

    Thanks,

    Chris​

    ------------------------------
    Chris Harrison
    IT Integration Manager
    Fort Wayne Metals
    Fort Wayne IN
    ------------------------------

    Conference-AXUG_200x200


  • 4.  RE: D365 - Customer Carrier Account Number

    TOP CONTRIBUTOR
    Posted Jul 16, 2019 09:42 AM
    Hi Chris,
      You can define your own fields off the customer record that can be used for all customers to store this information.

    Go to the customer master -> Sell tab in ribbon -> Setup field group -> Setup -> External Codes

    At the top of the form that opens, create a Code.  Tick the "Standard Code", so you can re-use this on other customers.  Add the customers carrier account number at the bottom.


    To get this to show on the Sales Order headers, you'll need a small mod to join the ExtCodeTable into the SalesTableListPage query, then you can just personalize it in.

    ------------------------------
    Colby Gallagher
    Manufacturing Systems Consultant
    Agility Business Solutions
    Brecksville OH
    ------------------------------

    Conference-AXUG_200x200


  • 5.  RE: D365 - Customer Carrier Account Number

    D365UG/AXUG ALL STAR
    Posted Jul 17, 2019 07:45 AM
    agreed that you will probably need to do some small mod to make this really work. I would also suggest that you put an entry on the wish list with Microsoft, this is something along with some EDI type fields would be a great add from Microsoft. Share your desires at this link
    https://experience.dynamics.com/ideas/


    ------------------------------
    Paul Martin
    Production Program Manager
    Elite Comfort Solutions, LLC
    Rutherfordton NC
    ------------------------------

    Conference-AXUG_200x200


If you've found this thread useful, dive deeper into User Group community content by role