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How to convert a Sales Order line into a Shipment, then create a Certificate of Origin, and a BOL?

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Posted on by IA-03072038-0

Hello!

Using D365 F&O.

Can anyone list a click-through-steps from the Sales Order to create shipments per line, and then create a Certificate of Origin for an item in that line, and lastly a BOL?

Thank you for all your help.

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Hana Xue Microsoft Employee on at

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Hi,
You can check if the links below help.
Shipment auto-updates - Supply Chain Management | Dynamics 365 | Microsoft Learn
USMCA certification of origin - Supply Chain Management | Dynamics 365 | Microsoft Learn
Create a bill of lading - Supply Chain Management | Dynamics 365 | Microsoft Learn
Best Regards,
Hana

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Kevin Xia Microsoft Employee on at

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Hi,

You can do this by referring to the official documentation provided by Hana. If these documents don't meet your requirements, you'll most likely need custom development. You can design custom logic to tie these three steps together, or you can ask a Microsoft partner for help with your custom development: Find the right app | Microsoft AppSource.

Best regards,

Kevin

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