Connector Setup & Location Linking

As a IT Manager
I want to create a connector record for a 3PL provider
So that Business Central can authenticate and communicate with that provider's warehouse system via the API

Setup:

1. Search for and open Warehouse Manager Setup.
2. Choose Third Party Logistics → Connectors.
3. Create a new line and enter a unique ID (e.g. 3PL-MAIN) and a Description.
4. Assign a unique integer Token. This value must be provided to the 3PL — they include it in their API calls to identify themselves.
5. Set the desired sync flags: enable Sync Warehouse Shipments, Sync Warehouse Receipts, and/or Sync Items as appropriate.
6. Save the record and share the token with the 3PL integration team.

Note: The token must be unique across all connectors in the company. BC will error if you try to save a duplicate token value.

As a Warehouse Manager
I want to link a Business Central location to a specific 3PL connector
So that warehouse documents created for that location are automatically associated with the correct external warehouse

Setup:

1. Open Warehouse Manager Setup and choose Third Party Logistics → Warehouses.
2. Add a new line. Set Location Code to the BC location managed by the 3PL.
3. Set Connector ID to the connector created for this 3PL provider.
4. Review the External ID field. It defaults to the Location Code but can be changed to match the identifier the 3PL uses for this location in their own system.
5. Save the record.

Note: Each location can only be linked to one connector. If you link the same location to a second connector, the first link must be removed first.

As a Logistics Coordinator
I want to specify a custom External ID on the warehouse connector link
So that BC sends the correct location identifier to the 3PL, even when their internal location code differs from ours

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Warehouses.
2. Find the relevant location link and edit the External ID field.
3. Enter the identifier that the 3PL uses for this location in their system.
4. Save. The External ID is now sent in the API payload instead of the BC location code.

Note: External IDs must be unique across all connector links. BC will prevent saving a duplicate External ID value.

As a Warehouse Manager
I want to enable auto-release for shipments at a 3PL location
So that warehouse shipments are released immediately upon creation without manual intervention

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Warehouses.
2. Find the location link for the relevant 3PL location.
3. Enable Auto Release Shipments.
4. Save. Warehouse shipments created for this location will now be released automatically when created.

As a IT Manager
I want to configure a connector to automatically post warehouse shipments or receipts after the 3PL confirms quantities
So that postings happen without requiring manual action from BC users

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Connectors.
2. Open the relevant connector.
3. Enable Auto. Post Shipments to allow the 3PL to trigger posting of warehouse shipments via the API.
4. Enable Auto. Post Receipts to allow the 3PL to trigger posting of warehouse receipts via the API.
5. Save.

Note: When auto-posting is enabled, the 3PL's API call to PostShipment or PostReceipt will immediately post the BC document. Ensure the 3PL integration is tested carefully before enabling this in production.

As a Logistics Coordinator
I want to specify which units of measure the 3PL expects for dimensions and weights
So that item data sent to the 3PL is automatically converted to the correct units

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Connectors.
2. Open the relevant connector.
3. Set Length Unit Of Measure, Weight Unit Of Measure, and Volume Unit Of Measure to the units the 3PL expects (e.g. CM, KG, L).
4. Save. When items are sent to the 3PL via the API, dimensions and weights stored in BC are converted to these units automatically.

Note: Only internationally recognised units are supported. BC will show an error if an unsupported unit code is entered.

As a IT Manager
I want to set default length, weight, and volume units at the Warehouse Manager Setup level
So that all connectors and API responses use consistent measurement units unless overridden at the connector level

Setup:

1. Open Warehouse Manager Setup.
2. In the Unit of Measures section, set Length Unit Of Measure, Volume Unit Of Measure, and Weight Unit Of Measure.
3. Optionally set Pallet Unit Of Measure and Package Unit Of Measure for pallet and package dimension data.
4. Save.

As a IT Manager
I want to activate the Custom Connector option in Warehouse Manager Setup
So that a custom-built integration can connect to BC using the Warehouse Manager API

Setup:

1. Open Warehouse Manager Setup.
2. Scroll to the Activated Connectors section.
3. Enable Custom Connector.
4. Save. The custom connector type is now available when creating connectors.

As a Logistics Coordinator
I want to set up separate connectors for each of our 3PL providers
So that each external warehouse operates independently with its own token, sync settings, and linked locations

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Connectors.
2. Create one connector per 3PL provider, each with a unique ID and token.
3. Configure sync and posting settings independently per connector.
4. Open Warehouse Manager Setup → Third Party Logistics → Warehouses.
5. Link each BC location to the appropriate connector. A location can only be linked to one connector at a time.

As a IT Manager
I want to configure or review the Waybill No. Series assigned to Warehouse Manager
So that waybills created for outbound shipments are numbered according to our numbering conventions

Setup:

1. Open Warehouse Manager Setup.
2. In the Shipping section, review or set the Waybill No. Series.
3. If no series exists yet, run the assisted setup wizard which will offer to create a default WAY-BILL series automatically.
4. Save.