Warehouse Shipments & Receipts with 3PL

As a Warehouse Manager
I want to release a warehouse shipment for a 3PL-linked location
So that the shipment is automatically marked as Ready to Send and picked up by the 3PL without manual status changes

Setup:

1. Ensure the warehouse shipment's location is linked to a connector in Warehouse Manager Setup → Warehouses.
2. Open the warehouse shipment and choose Release.
3. BC automatically sets Connector Status to Ready to Send and assigns the 3PL Connector field on the shipment header.
4. The 3PL can now read the shipment via the getShipmentToSend API endpoint.

Note: If the location is not linked to any connector, the status will not be set and the shipment will not appear in the API.

As a Warehouse Manager
I want to manually trigger sending a released shipment to the 3PL
So that I can control exactly when the 3PL receives the shipment, rather than having it sent automatically on release

Setup:

1. Open the warehouse shipment. It must have status Released.
2. Choose Send from the action bar.
3. If the shipment has not yet been sent, BC sets Connector Status to Ready to Send.
4. If the shipment has already been sent (status is not blank or Ready to Send), BC shows a warning with an option to Reset and Send Again.

As a Warehouse Manager
I want to reopen a released warehouse shipment
So that I can make corrections before the 3PL picks it up

Setup:

1. Open the warehouse shipment and choose Reopen.
2. If the shipment's Connector Status is Ready to Send or Error, BC automatically clears the connector status back to blank on reopen.
3. Make the necessary corrections, then release again to re-queue the shipment.

Note: If the shipment has already been picked up by the 3PL (status past Ready to Send), reopening it may cause inconsistencies with the external system. Coordinate with the 3PL before reopening documents that have been transmitted.

As a Logistics Coordinator
I want to configure BC to clear the Qty. to Ship values when a warehouse shipment is released
So that the 3PL fills in the actual quantities shipped rather than using pre-filled values from BC

Setup:

1. Open Warehouse Manager Setup.
2. In Setup 3rd Party Behavior → Warehouse Shipments, enable Reset Qty. to Ship on Warehouse Shipments when release.
3. Save. When warehouse shipments are released, all Qty. to Ship values on the lines are cleared.

As a Logistics Coordinator
I want to configure BC to clear Qty. to Ship values when the 3PL calls the resetQtyToShip API action
So that the 3PL can start from a clean slate when confirming shipped quantities

Setup:

1. Open Warehouse Manager Setup.
2. In Setup 3rd Party Behavior → Warehouse Shipments, enable Reset Qty. to Ship on Warehouse Shipments from API.
3. Save. When the 3PL calls the resetQtyToShip action on the updateShipments endpoint, all Qty. to Ship values on the shipment lines are cleared before the 3PL writes actual quantities.

As a Warehouse Manager
I want to have the 3PL confirm the shipped quantities back to BC
So that the warehouse shipment reflects the actual quantities sent by the 3PL and can be posted

Setup:

1. The 3PL calls the updateShipments API endpoint (updateShipmentLines) to write actual quantities to the shipment lines.
2. The 3PL then calls the UpdateQtyUpdated action on the shipment. BC sets Connector Status to Qty Updated.
3. A user can now review the shipment and manually post it, or the job queue can post it automatically if auto-posting is configured.

As a IT Manager
I want to enable automatic posting of warehouse shipments after the 3PL confirms quantities
So that shipments are posted without requiring manual action from BC users

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Connectors.
2. On the connector, enable Auto. Post Shipments.
3. The 3PL must call the PostShipment action (with a posting date) on the updateShipments endpoint. BC posts the warehouse shipment immediately.

Note: Enabling auto-posting means the 3PL controls the posting date. Ensure the 3PL integration sends a valid posting date. If auto-posting is not enabled and the 3PL calls PostShipment, BC will return an error.

As a Logistics Coordinator
I want to have the 3PL return tracking numbers and carrier details to BC after shipment
So that the waybill in BC is updated with the correct carrier and tracking number for customer communication

Setup:

1. The 3PL calls the UpdateTracking action on the updateShipments endpoint, passing trackingNo, shippingAgent, shippingAgentService, and shippingMethod.
2. BC updates the shipment header with the carrier and service code.
3. If a waybill already exists for the shipment, BC updates the waybill's tracking number and shipping agent. If no waybill exists, BC creates one automatically and links it to the shipment.

As a Warehouse Manager
I want to see errors reported by the 3PL on a warehouse shipment
So that I can investigate and resolve the issue before retrying the send

Setup:

1. The 3PL calls the UpdateWithError or UpdateWithErrorDetailed action on the updateShipments endpoint, passing an error message (and optionally a base64-encoded detail document).
2. BC sets Connector Status to Error and creates an entry in the Error Log with the error text and any detailed payload.
3. Open the warehouse shipment and review the Error Log.
4. To retry, use Send and choose Reset and Send Again from the error dialog. This resets the status to blank, then immediately re-queues it as Ready to Send.

As a Warehouse Manager
I want to release a warehouse receipt for a 3PL-linked location
So that the receipt is automatically marked as Ready to Send and picked up by the 3PL

Setup:

1. Ensure the warehouse receipt's location is linked to a connector.
2. Open the warehouse receipt and choose Release.
3. BC sets Connector Status to Ready to Send and assigns the 3PL Connector to the receipt header.
4. The 3PL reads the receipt via the getReceiptsToSend API endpoint.

As a Logistics Coordinator
I want to configure BC to clear Qty. to Receive values when a warehouse receipt is released
So that the 3PL fills in the actual quantities received rather than using BC's expected quantities

Setup:

1. Open Warehouse Manager Setup.
2. In Setup 3rd Party Behavior → Warehouse Receipt, enable Reset Qty. to Receive on Warehouse Receipts when release.
3. Save.

As a Warehouse Manager
I want to have the 3PL confirm received quantities back to BC
So that the warehouse receipt reflects actual quantities and can be posted

Setup:

1. The 3PL calls the updateReceipts API endpoint (updateReceiptLines) to write actual received quantities to the receipt lines.
2. The 3PL calls the UpdateQtyUpdated action. BC sets Connector Status to Qty Updated.
3. A user can review and manually post, or it is posted automatically if auto-posting is enabled.

As a IT Manager
I want to enable automatic posting of warehouse receipts when the 3PL confirms receipt
So that stock is updated in BC without manual posting steps

Setup:

1. Open Warehouse Manager Setup → Third Party Logistics → Connectors.
2. Enable Auto. Post Receipts on the connector.
3. The 3PL calls the PostReceipt action on the updateReceipts endpoint with a posting date. BC posts the receipt immediately.

Note: The PostReceipt API action will be blocked and return an error if Auto. Post Receipts is not enabled on the connector. This is a deliberate safety mechanism.

As a Warehouse Manager
I want to have the 3PL return lot numbers for received goods
So that item tracking is automatically registered on the purchase order lines in BC without manual entry

Setup:

1. Ensure the item is set up with an item tracking code that requires Lot Specific Tracking.
2. The 3PL sends lot numbers per receipt line via the updateReceiptLines API.
3. When BC processes the receipt line update, it automatically creates item tracking entries on the underlying purchase order line with the lot number, quantity, and (if provided) expiration date.
4. The tracking is registered and the receipt can be posted normally.

Note: Tracking is only applied if the item tracking code requires it for the relevant entry type (purchase). If the item does not use lot tracking, the lot number from the API is ignored.

As a Warehouse Manager
I want to have the 3PL return serial numbers for shipped goods
So that serial number tracking is automatically applied to the sales order lines before posting

Setup:

1. Ensure the item uses an item tracking code requiring SN Specific Tracking.
2. The 3PL sends serial numbers per shipment line via the updateShipmentLines API.
3. BC automatically creates item tracking entries on the underlying sales order line.
4. The shipment can then be posted with full serial number traceability.

As a Logistics Coordinator
I want to have lot numbers assigned to transfer order inbound lines when the 3PL confirms receipt
So that stock arriving at the receiving location is fully tracked

Setup:

1. Ensure the item uses lot-specific tracking and the inbound transfer is linked to a 3PL-linked location.
2. The 3PL sends lot numbers for the inbound transfer receipt lines via the API.
3. BC applies item tracking to the inbound transfer line automatically.

As a Warehouse Manager
I want to be notified when the 3PL reports an error processing a warehouse receipt
So that I can investigate and take corrective action

Setup:

1. The 3PL calls UpdateWithError or UpdateWithErrorDetailed on the updateReceipts endpoint.
2. BC sets Connector Status to Error and logs the error message in the Error Log.
3. Open the warehouse receipt and review the error details.
4. Correct any issues in BC, then reopen and re-release the receipt to reset the connector status.

As a Logistics Coordinator
I want to have the 3PL update a free-text partner status on the warehouse shipment
So that BC users can see the 3PL's own status description (e.g. "In Picking", "Dispatched") directly on the shipment

Setup:

1. The 3PL calls the UpdateStatusAtWarehouse action on the updateShipments endpoint, passing a status text.
2. BC writes this text to the Partner Status field on the warehouse shipment header.
3. BC users can see the current 3PL status on the shipment without logging into the 3PL system.

As a IT Manager
I want to have the 3PL write activity log entries against warehouse shipments and receipts
So that there is a full audit trail of all integration events, not just errors

Setup:

1. The 3PL calls UpdateSendWithActivityDetailed or UpdateSendWithActivityDetailedDirection on the shipment or receipt API endpoint, passing an activity description and optional base64-encoded payload.
2. BC creates an entry in the Activity Log linked to the warehouse document.
3. Users can review the activity log to see the full communication history between BC and the 3PL.

As a Logistics Coordinator
I want to enable the 3PL to retrieve item data from BC, including weights, dimensions, and packaging units
So that the 3PL's WMS has accurate item information for slotting, picking, and labelling

Setup:

1. On the connector, enable Sync Items.
2. Ensure item dimensions (height, width, length, weight, cubage) are populated on the item cards in BC.
3. In Warehouse Manager Setup, configure the global unit of measure fields if they differ from the connector-level settings.
4. The 3PL calls the getItems API endpoint (v2.1) filtering by connector ID. BC returns all items associated with shipments or receipts for that connector, with dimensions converted to the connector's preferred units.

Note: The getItems endpoint requires a filter on the connector field. Calling it without a connector filter will return an error.