ERP / Logistics

Cross-Document Tracking System in Business Central — Shipping

An end-to-end record-traceability system linking related documents across the Business Central order-to-shipment lifecycle — with custom fields, drill-through navigation, and header-to-line tracking.

  • Business Central
  • AL
  • Custom Fields
  • Navigation
The Challenge

In a shipping operation a single order spawns quotes, orders, and shipment documents — but staff had no way to jump between related records, so answering "where is this order now?" meant digging through disconnected lists.

In shipping, one order turns into a chain of documents — quote, order, shipment, and everything in between. When those records are not linked, tracing a single order across its lifecycle means opening list after list and matching things up by eye. It is slow, and it is exactly where mistakes hide.

What we built

We built an end-to-end record-traceability system inside Business Central that links related documents across the order-to-shipment lifecycle, so any record is one click away from every other record it touches.

How it works

  • Custom fields that capture the relationships between documents
  • Drill-through navigation to jump instantly between linked records
  • Header-to-line tracking across the full order-to-shipment flow
  • A single, traceable trail for every order from start to finish
Traceability is really about answering one question fast: where is this order right now? We made that answer a single click.
End-to-End
Record traceability
Cross-Document
Drill-through links
Shipping
Order lifecycle
More Work

Related Projects

Other live products we've designed and shipped.

ERP / Logistics

Custom Cost Calculation Engine in Business Central — Shipping

A dynamic buy/sell pricing and cost-calculation engine for a shipping business — with custom table pages, manual override controls, and authorized-user permissions built into Business Central.

  • Business Central
  • AL
  • Costing
  • Permissions
Dynamic
Buy/Sell pricing
Custom
Cost engine
Controlled
Authorized overrides
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ERP / Automotive

Business Central Item Tracking Customization — Automotive Dealer

Serial-based item tracking for an automotive dealer, extending Business Central sales and purchase flows with serial capture, tracking tables, and customer reporting for full unit traceability.

  • Business Central
  • AL
  • Item Tracking
  • Reporting
Serial-Based
Item tracking
Sales & Purchase
Automation
Automotive
Dealer workflows
Read Case Study
ERP / Messaging

WhatsApp Integration with Business Central — Document Sharing

Automated document sharing from Business Central over WhatsApp — sending invoices, order confirmations, and PDF attachments to customers directly from the ERP with delivery tracking.

  • Business Central
  • AL
  • WhatsApp API
  • Azure Functions
Automated
Invoice & PDF sharing
WhatsApp
Customer delivery
Native
BC integration
Read Case Study

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