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Set up container types

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To use Transport and Deliveries, provide a few basic settings. This topic describes how to set up container types for use with transport orders.

Steps

  1. Choose the  Lightbulb that opens the Tell Me feature icon (Alt+Q), enter Container Types, and click the relevant link.

  2. Under the Administration section, click Container Types to open the list of all container types.

  3. Click New to create a new container type.

  4. Enter values for the Code and Description fields, and complete the following fields:

    Field

    Description

    Unit of Measure

    Mandatory. Specify the unit of measure for the container type. Uses the standard Microsoft Dynamics 365 Business Central Unit of Measures.

    Length / Width / Height

    Determine the standard measurement of the container type. Use a consistent notation (m, cm, mm, or ft): these fields do not consider a unit of measure.

    Tare Weight

    Specify the tare weight for the container type: the weight of the container type when empty.

    Volume

    Calculated from the Length, Width, and Height fields. Used as the default value in the transport order line.

    Loading Meters

    Specify the loading length for the container type. Used as the default value in the transport order line. The loading length is based on the optimal positioning of the container, assuming the standard width of a truck.

    Stackable

    Specify the number of containers that can be stacked on top of each other. This value factors into the calculation of total loading meters in the truck.

    Blocked for Transport

    When selected, the container type cannot be used in a transport order line.

    Container Item No.

    Select an item number for the container. When an item number is specified, you can track the inventory of containers.

    Item Unit of Measure

    Copied from the Item card. This unit of measure should match the container item unit of measure. There is no conversion between these units of measure.

    Purchase Process

    Select how to handle container transactions in inbound documents. Blank: no transactions are handled. Adjustment: inventory transactions for the container item are created when an inbound transport order is posted. Purchase: not currently supported; intended for a future release to add a container item line to a purchase document.

    Sales Process

    Select how to handle container transactions in outbound documents. Blank: no transactions are handled. Adjustment: inventory transactions for the container item are created when an outbound transport order is posted. Sale: not currently supported; intended for a future release to add a container item line to a sales document.