Configure Preferred Shipping Provider for Sales Orders in Dynamics 365 Business Central

Configuring Preferred Shipping Provider for Sales Orders

Question

A company uses Dynamics 365 Business Central.

A customer requests that the company always use their preferred shipping provider for all sales orders.

You need to configure the system to meet this requirement.

What should you do?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

B.

https://docs.microsoft.com/en-gb/dynamics365/business-central/sales-how-to-set-up-shipping-agents

To configure the system to meet the customer's requirement of always using their preferred shipping provider for all sales orders in Dynamics 365 Business Central, the following steps can be taken:

Option A: Select Shipping Advice This option is not applicable to meet the customer's requirement. Shipping advice is a feature that allows the user to create a shipment advice to the carrier before the shipment is sent. It does not guarantee the use of a specific shipping provider.

Option B: Define a shipping agent Defining a shipping agent is a step towards meeting the requirement. A shipping agent is a person or company that is responsible for arranging and managing shipments. By defining a shipping agent, the customer's preferred shipping provider can be set up in the system, and sales orders can be directed to that provider by default.

Option C: Set up a Ship-to code Setting up a Ship-to code is another step towards meeting the requirement. Ship-to codes allow the user to define shipping addresses and the shipping method associated with them. By setting up a Ship-to code for the customer's preferred shipping provider, sales orders can be directed to that provider by default.

Option D: Designate a Responsibility center Designating a Responsibility center is not applicable to meet the customer's requirement. Responsibility centers are used to track costs and revenues for different business segments within an organization.

Therefore, the options that can be used to configure the system to meet the customer's requirement are B and C - Define a shipping agent and Set up a Ship-to code.