Version: eXtendMultiFulfillment 1.1.14 and above

Audience: Administrator, User

Overview

eXtendMultiFulfillment lets you capture third-party shipping account details on pre-fulfillment records and automatically map them to the generated item fulfillment records when you process the pre-fulfillments.

This is useful when fulfillment groups need to use different third-party shipper numbers or billing accounts.

Configuration

Enable third party shipping (Administrator)

  1. Go to eXtendTech → eXtendMultiFulfillment → Setup.
  2. Check ENABLE THIRD PARTY SHIPPING.
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  3. In SPECIFY THIRD PARTY FIELD ON ORDER, enter the field ID for the third-party shipping account field on the item fulfillment record. Note: If you want to source the third-party shipping account from the sales order to the item fulfillment, the third-party shipping account must use the same field on both record types.
After the setting is enabled and the mapped field is selected, eXtendMultiFulfillment adds the Third Party field to the pre-fulfillment modal. No additional setup is required for manual entry in the pre-fulfillment
modal.

Usage

Enter or review the third-party value in the pre-fulfillment modal (User)

  1. When the feature is enabled, a Third Party column appears in the pre-fulfillment modal.

  2. If the sales order already has a third-party shipping account value, it is sourced into this field automatically.
  3. Enter or review the third-party shipping account value for each fulfillment group as needed.
  4. The value is stored on the associated pre-fulfillment record in the Third Party field.

  5. When item fulfillment records are generated from pre-fulfillment records, the third-party shipping account value is added to the mapped item fulfillment field.

Configure setting third-party values when importing pre-fulfillments (Administrator)

Third-party shipping account values can also be added when pre-fulfillments are created through the import feature.

To use this with imports, add a custom field mapping for the third-party value.

  1. Go to eXtendTech → eXtendMultiFulfillment → Setup.
  2. Add a custom mapping for the third-party field. See Mapping Custom Field Values in eXtendMultiFulfillment Imports for full configuration details.
  3. Use the following values in the custom mapping:
    • CSV Header: THIRD_PARTY
    • Pre-Fulfillment Field ID: custrecord_extend_third_party
    • Item Fulfillment Field ID: Use the same third-party shipping account field ID configured in SPECIFY THIRD PARTY FIELD ON ORDER.
  4. Add a THIRD_PARTY column to the import file.
  5. Enter the third-party shipping account value in the THIRD_PARTY column for each imported pre-fulfillment line that needs a third-party value.

When the imported pre-fulfillment is processed, eXtendMultiFulfillment stores the imported value on the pre-fulfillment record and maps it to the configured item fulfillment field.

Note: Import support for this custom mapping requires eXtendMultiFulfillment version 1.1.14 or later.

Frequently Asked Questions (FAQs)

Q: Why don’t I see the Third Party column in the pre-fulfillment modal?
A: Confirm ENABLE THIRD PARTY SHIPPING is checked in eXtendTech → eXtendMultiFulfillment → Setup.

Q: What should I enter in SPECIFY THIRD PARTY FIELD ON ORDER?
A: Enter the field ID of the third-party shipping account field on the item fulfillment record you want eXtendMultiFulfillment to populate.

Q: Can the value be sourced from the sales order automatically?
A: Yes. Make sure the third-party shipping account uses the same field on both the sales order and item fulfillment record types.

Q: Can different fulfillment groups use different third-party shipping account values?

A: Yes. The third-party value is stored on the pre-fulfillment record, so each fulfillment group can have its own third-party shipping account value.

Q: Can I include third-party shipping account values in the pre-fulfillment import file?

A: Yes. Add a THIRD_PARTY column to the import file and create a custom mapping using THIRD_PARTY as the CSV header, custrecord_extend_third_party as the pre-fulfillment field ID, and the configured item fulfillment field ID as the item fulfillment field.