AppVision Kft.

At least one Delivery Plan must be created for each EKÁER notification. The role of Delivery Plans is to classify, to group the product lines to be shipped between given loading and unloading addresses.

An EKÁER document can have several Delivery Plans, for example, if the loading address is the same, but you deliver the goods to several addresses of a certain customer at the same time, by one vehicle, as part of the same shipment. Keeping in mind the rules of EKÁER, the function can be used for several loading and/or unloading address combinations.

Delivery Plans are recorded in different ways depending on the Trade Type. This difference is reflected in the type of address data, the steps are the same.
To create a new Delivery Plan, please click on Manage/New button. 

A new Delivery Plan Card opens.

Please enter first the Load Information data!

Click in Load Address Type field, and select from the following options:

• Location
• Other

In case of Trade Reason = Sale, these two options can be relevant.

The Other option is only used when it is necessary to enter some completely different address information, which cannot be found in Business Central – this occurs in relatively rare, unique situations.

In case of a standard sales type EKÁER document, the Location Code type will be relevant for you. If you select this, a new field becomes visible: Code. Here you can choose from the Locations belonging to your company, using the dropdown list. You have to select the Location from which the shipment starts.

After selecting the Location Code, the system will automatically fill in the Loading Information.

• The Load Company Name and Company VAT Number come from the Company Information menu.
• The country/region, post code, city, name and type of public premises, house no. and lot no. are filled in with the help of the Detail Address ID of the Location.
• The Email and Phone No. fields are come from the Location Card.

Then continue with filling in the Unload Information data.

In Unload Address Type field, you can choose from there relevant options:

• Default
• Ship-to Code
• Other

As with the Load Address, the Other option is used only if the appropriate address information is not available in Business Central. For this type, all fields must be filled in manually.

If you select the Default option, the fields will be filled in with the details of the Bill-to Address of the Customer:

• The Unload Company Name, Company VAT Number, Email and Phone Number fields come from the Customer Card.
• The country/region, post code, city, name and type of public premises, house no. and lot no. are filled in with the help of the Detail Address ID of the Customer.

If you select Ship-to Address option, several additional options are available. Basically it is used to choose from the Ship-to Address Codes belonging to the customer named in the Consignee section of the EKÁER document. 

Open the dropdown list and select a Ship-to Code from it. 

This allows the address fields to be filled in automatically:

• The Unload Company Name, Company VAT Number, Email and Phone Number fields come from the Customer Card.
• The country/region, post code, city, name and type of public premises, house no. and lot no. are filled in with the help of the Detail Address ID of the Ship-to Address Card.

However, there may be cases, where the Sell-to Customer and Bill-to Customer differs. (The ordering entity is not the same as the entity who pays the invoice.) In this case the Bill-to Customer is specified in the basic data of EKÁER document (as a Consignee), but it is presumably necessary to enter a specific address of the Sell-to Customer in the Delivery Plan.

The Different Sell-to Customer switch is available for this possibility. If activated, two new fields will appear in the window: Sell-to Customer No. and Sell-to Customer Name.

Click into the Sell-to Customer No. field and choose from the dropdown list.

After that, by standing in the Code field, you can choose from the Ship-to addresses of the selected Sell-to Customer, as a result of which the address fields are filled in automatically.

Record the Load Information first!

Click in the Load Address Type field and select from the dropdown list. In case of Trade Reason = Procurement, three options can be relevant:

• Default
• Order Address Code
• Other

As in the previous chapter, the Other option is used only if the appropriate data is not available at the master data level in Business Central, or for a completely different reason. For this type, all fields must be filled in manually.

If you select Default option address fields will be filled in automatically:

• The Unload Company Name, Company VAT Number, Email and Phone Number fields come from the Vendor Card.
• The country/region, post code, city, name and type of public premises, house no. and lot no. are filled in with the help of the Detail Address ID of the Vendor Card.

If you select the Order Address Code option in the Load Address Type field, you can select from the Order Addresses of the Vendor in the newly displayed Code field.

After selecting the code, Load Address data will be filled in automatically:

• The Unload Company Name, Company VAT Number, come from the Vendor Card.
• The country/region, post code, city, name and type of public premises, house no. and lot no. are filled in with the help of the Detail Address ID of the Order Address Card.
• The Email and Phone No. fields come from the Order Address Card.

Then continue with entering the Unload Information.

Click in the Unload Address Type field, where you can select from the following two relevant options:

• Location Code
• Other

(In case of Trade Type field has Procurement value, these two are possible to select.)

As with the Unload Address, the Other option is used only if the appropriate address information is not available in Business Central. For this type, all fields must be filled in manually.

Therefore, in the case of a standard EKÁER document in which Trade Reason is Procurement, the Location Code will be relevant for you. If you select this, a new field comes visible: Code. Here you can choose from the Locations belonging to your company, by using the dropdown list. You have to determine, from which Location the shipment starts.

Once the Location Code is selected, the Unload Information will be filled automatically:

• The Load Company Name and Company VAT Number come from the Company Information menu.
• The country/region, post code, city, name and type of public premises, house no. and lot no. are filled in with the help of the Detail Address ID of the Location Card.
• The Email and Phone No. fields come from the Location Card.

The recording of the Delivery Plan is completed when the Delivery Plan is closed. After that, a new line will appear in the Deliver Plan section of the EKÁER document page. If you want to open the card again, click on the ID.

When a new Delivery Plan is created, when closing the Delivery Plan Card page, we check wether a previously recorded Delivery Plan exists for the given loading and unloading addresses. If so, the insertion is cancelled by the following message to prevent duplication:

If you want to delete a certain Delivery Plan, you can do it in two ways: standing on the Delivery Plan Card, selecting the Delete icon:

 
or standing on the EKÁER Document page, after selecting the appropriate Deliver Plan record, then choosing Manage/Delete Line button:

and ultimately you can do the same by clicking the three dots in the row, and choosing the Delete option:

The rules of deleting a Delivery Plan are the following:

If the status of the EKÁER Document is Registered, you cannot perform this operation. (So, you can do it in New status.) The basic reason for this is that according to the rules of EKÁER, it is not possible to delete a Delivery Plan element from an active notification, we created the function in accordance with this.

If the Delivery Plan already has product lines at the time of deletion, the system detects this and warns the user. Deleting also deletes the lines belonging to the plan.