Question
Where does Microsoft Dynamics 365 Business Central source ship-to contact details such as name, phone, email, and customer reference numbers in the shipping process, and can these be overridden when needed?
Ship-To Contact Details Sourced and Overridden in Business Central
Microsoft Dynamics 365 Business Central pulls ship-to contact details by default from the sales order’s shipping address and customer records. These details include name, phone, email, and customer reference numbers as maintained in the sales order or customer card.
Users can override these contact details on a per-sales-order basis when necessary to accommodate special shipping requirements or exceptions. The Dynamic Ship app extends this behavior by allowing override of ship-to contact information globally or per order within the shipping workflow.
Underlying Data Sources and Override Mechanisms
In Microsoft Dynamics 365 Business Central, the shipping contact information is primarily sourced from the customer card and the corresponding ship-to address linked to the sales order. This design ensures that shipping documentation and carrier integrations use consistent address and contact data. The system permits manual overrides at the sales order level, allowing users to adjust contact details for specific shipments if the default data does not apply.
Dynamic Ship enhances this functionality by storing and managing ship-to contact overrides as part of its shipping setup, providing greater flexibility within the shipping workspace. Users can maintain global defaults or specify alterations directly on individual shipments, enabling dynamic handling of address and contact variations without modifying core customer data.
If a sales order lacks ship-to information, Business Central will rely on customer card defaults or may result in missing shipping contact details. In scenarios where no overrides are applied, the system consistently uses the default customer and address data. Overrides must be actively set on the sales order or through shipping configuration to take effect. Absent configuration for Dynamic Ship or other shipping extensions, shipping contact management reverts to standard Business Central behavior.
Related Tools Managing Ship-To Contact Details
Dynamic Ship manages ship-to contact details within shipping transactions. It permits overrides and captures shipping-specific contact info separately from the customer card, enhancing the native Business Central behavior. This role is limited to shipping contact data handling and does not affect other customer or sales order fields. No other tools in the discussed suite directly manage ship-to contact override functionality.