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How to configure Orchestrated for ShipCompliant

Summary

ShipCompliant provides a services for automating state excise tax reporting as well as TTB Brand Registration. Orchestrated integrations with ShipCompliant by automatically sending invoice data to ShipCompliant when the documents are created.

Validation occurs on the Brand, Business Partner, and Item level.

Brand

The validation flag here will enable a particular brand to have data sent to ShipComplaint (invoice data). By default this is flagged as 'N' requiring the user to set it. You can have an entire brand as allowable to be sent, but omit specific items. 

  1. Navigate to Inventory → Brand Master Data
  2. Show user-defined fields by navigating to View → User-Defined Fields from the top menu bar. Alternatively you can use the keyboard shortcut Ctrl+Shift+U
  3. Change the default 'No' to a 'Yes' to allow this particular brand to be sent to ShipCompliant. With a 'No' selected, no product associated would be transmitted to ShipCompliant, which is useful for tap room specialties or one-off recipes.

Item

The validation flag here will enable a particular item to have data sent to ShipComplaint (invoice data). By default this is flagged as 'N' requiring the user to set it. This is the next stage of validation beyond brand. For example, if you have IPA setup as a brand but don't want that Firkin to be transmitted to ShipCompliant, then keep this flag set to 'N'.

  1. Navigate to Inventory → Item Master Data
  2. With user-defined fields shown (see above), change the default 'N' to a 'Y' to allow this particular item to be transmitted to ShipCompliant. 
  3. Change the default 'No' to a 'Yes' to allow this particular item to be sent to ShipCompliant. With a 'No' selected, this item would not be transmitted to ShipCompliant, which is useful for one off recipes.

Business Partner

The validation flag here will enable a particular business partner to have data sent to ShipComplaint (invoice data). By default this is flagged as 'N' requiring the user to set it.

  1. Navigate to Business Partners → Business Partner Master Data
  2. With user-defined fields shown (see above), change the default 'N' to a 'Y' to allow this particular item to be transmitted to ShipCompliant.
  3. Change the default 'No' to a 'Yes' to allow this particular customer to be sent to ShipCompliant. With a 'No' selected, this customer would not have any invoices transmitted to ShipCompliant, which is useful for tap room, internal, or direct accounts that are setup as customers in the system.

 

Version 4.5.1.0

 

 

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