Delivery Settings
How to use Delivery Settings in Shipments & Delivery: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create the shipment or delivery record, identify the source transaction and parties, and record transport details. Review packing, quantities, addresses and status before confirming movement. Carrier integration is used only where configured.
This page is a settings page in Logistics → Shipments & Delivery. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Delivery Settings from Logistics → Shipments & Delivery, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Dispatch Notification Templatedispatch_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Email Template |
Dispatch Notification Attachmentdispatch_attachment | Link Optional | Leave blank to use the standard Delivery Note format Linked record: Print Format |
Send with Attachmentsend_with_attachment | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Delay between Delivery Stopsstop_delay | Int Optional | In minutes |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.