The capability to transmit shipping documentation electronically directly from within Dynamics 365 Finance and Operations streamlines logistics processes. This functionality generally involves configuring the system to automatically generate and dispatch these documents, often in PDF format, to relevant parties upon confirmation of shipment or other predetermined triggers within the workflow. For instance, after a sales order is marked as shipped, the system creates a digital copy of the shipping documentation and sends it to the customer’s designated email address.
This automated distribution offers several advantages over traditional paper-based methods. It reduces reliance on manual processing, minimizing the potential for errors and delays. Expedited delivery of critical information to stakeholders like customers, carriers, and customs brokers can significantly improve supply chain efficiency. Furthermore, electronic transmission contributes to cost savings by reducing paper consumption, printing expenses, and postal fees. Historically, companies relied on manual methods, causing bottlenecks and increasing the risk of document loss.
