...
Consignments in Machship can be created from a sales order in Jiwa, and the consignment information and freight items on a Jiwa sales order updated from Machship
Deployment
Prerequisites
Jiwa REST API Plugin
The Machship plugin has a dependency on the Jiwa REST API plugin, so this plugin must first be enabled.
Open the Plugin Maintenance form in Jiwa, and locate the REST API plugin and ensure it is enabled.
.
Machship will select a carrier and service, based on the pickup and delivery addresses, item dimensions and weight and if the user selects “Least Cost” or “fastest”. The freight charges, consignment note number and freight items within the consignment are updated on the Jiwa sales order.
Deployment
Import plugin
Open the Plugin Maintenance form in Jiwa , and locate any other freight integration plugins (such as IFS) and disable and save those.
...
Freight descriptions which were already attached to the carrier when the script was run that did not match the Machship Freight Items will have been disabled by the script.
...
Creating Consignments in Machship from Jiwa
Consignments are created in Machship by either the user pressing the Send to Freight System button on a sales order, Freight tab - or by invoking a REST API route
| Code Block |
|---|
/SalesOrders/{InvoiceID}/SendToFreightSystem |
.
Setting a Carrier or Service selection before creating the consignment is optional.
Machship will select the carrier and service based on its own rules, and Jiwa will be updated with the carrier, service, consignment and freight items from Machship.
The Contact Name and address details on the Delivery Address tab of the sales order is what is sent to Machship as the delivery address in order for it to determine which carrier and which cost(s) apply - so ensure these are set.
...
The Contact Email Address and Contact Phone are custom fields introduced by the Machship plugin. These fields are automatically set when a contact name is selected, but the values can be overridden.
When a sales order is first created, or a debtor changed on a sales order the Contact Name is selected as the first contact name from the debtor maintenance form, and the Email Address and mobile phone number are populated into the respective delivery address fields.
Contact names on the debtor maintenance form can be ordered as desired, so if the first contact of a debtor is not the desired contact for deliveries, then move the desired contact to be the first contact on the debtor maintenance form.
On the Freight tab of a sales order, change the Status to Ready To Send and press the Send To Freight System button to create a consignment. The Use Least Cost checkbox can be used to instruct Machship to use the lowest cost option for carrier and service selection - leaving unchecked and Machship will use the fastest option.
...
Jiwa will be updated with the Carrier, Service, Consignments and Freight items from Machship.
The Consignment Note No. field is how Jiwa links the Jiwa consignment to the Machship consignment, and is used for subsequent updates.
...
If no freight items were on the sales order when initially sent, then a freight item “Item 01” of dimensions 1x1x1 and weight 1Kg is automatically added.
Updating Consignments In Jiwa From Machship
A button on the Freight tab of the sales order form, Update From Machship, will update the consignments and freight items on a sales order with the Machship consignment details.
...
The changes can be saved by the user by saving the sales order. Cancelling the changes will leave the order unchanged.
Jiwa will attempt to match each Consignment Note No. from the Consignment Notes tab to a Machship consignment, and if a match is found the freight items for that consignment are removed and replaced with all the Freight Items from Machship for that consignment, as well as update the Ex GST Amount and GST Amount for the consignment.
Automatic Scheduled Updates
Updates to consignment information on Jiwa sales orders can also be performed automatically, leveraging the Jiwa Plugin Scheduler.
A schedule is attached to the Machship plugin, which will automatically update Jiwa with any consignment information that has changed in Machship in the last 24 hours.
This schedule is configured to run hourly, from 7am to 7pm, Monday to Saturday, but can be changed to suit as required.
The event log will log the activity of the updates - including any errors.
...
To aid in toubleshooting, a button has been added to the sales order form, Utilites tab - Update Sales Orders From Machship Consignments - which can manually trigger the update of all consignments without having to wait for the next schedule execution.
Note that this will trigger the update for all consignments which have changed in Machship in the last 24 hours, not just the consignments for the currently viewed order.
...