Microsoft added a small package shipping feature in the Dynamics 365 Supply Chain Management 2020 release wave 1 (v. 10.0.9).

This functionality, based on the Blue Horseshoe SPS solution licensed to Microsoft in 2018, is for setting up carrier credentials, printing labels received from carrier web services, charging freight to customer third-party accounts, setting up additional freight terms, and setting up additional accessorial delivery types.

In response, Blue Horseshoe developed an upgraded version of the carrier integrations that are still required to leverage the new small package shipping functions.

The upgraded version of SPS is an Azure application rebranded as Supply Chain Cloud.

Support for the carrier integrations in your existing version of SPS was sunset on January 1, 2021.

• No new functionality will be incorporated or supported in your existing version of SPS.
• All new functionality will be built within Supply Chain Cloud.

Accenture wants to make the migration to Supply Chain Cloud as easy as possible. This guide outlines the steps required—by both your team and Accenture—to migrate from your current version of SPS to Supply Chain Cloud, which leverages the small package shipping functionality in Dynamics 365 Supply Chain v. 10.0.9.

1| Notify Accenture

When you are ready to migrate from SPS to Supply Chain Cloud, please reach out to your Accenture representative or send us an email at BHS-ProductSupport@accenture.com.

As we get the process started at Accenture with our migration team, we will ask for the name of your company's point person for the migration as well as their email address. It is critical we have the right contact information because this person will receive the invite to the tenant.

If you have questions at any point during this process, please reach out to Accenture. We are happy to help you through a successful migration.

2| Request Tenant and API Key

While you export all current SPS settings and details about in-process shipments and historical data, Accenture will spin up a tenant for your installation of Supply Chain Cloud.

Accenture will also generate an API key, unique for your company, within 24 business hours of your request so that you can connect to Supply Chain Cloud. Along with the API key, you will be directed to the Getting Started with Supply Chain Cloud guide.

3| Export/Capture Current SPS Information

Before you sign in and configure your carriers, you need to capture the carrier settings and information in your current version of SPS.

This includes:

• Rate engine setup information (parameters)

  Note

  This information will technically stay around after removing the SPS model(s), but not if the engine entries are deleted.

• Account assignment records
• Delivery terms setup (freight terms and DDP flag)
• Third-party account numbers (if applicable)
• Accessorial setup
• Container packing policies - printing settings
• Status of any in-process shipments/cleanup any open shipments, etc.

• Create a data backup for historical data (tracking numbers and label data)
  

  Note

  Microsoft SPS has a field for ZPL label data going forward. If reprinting historical labels is desired, a tool to copy the data from the SPS field into the base Microsoft field should be written.

4| Evaluate Modifications

Evaluate modifications to SPS.

• If a modification was done to an SPS object, that modification will likely need to be reworked to a Supply Chain Cloud object.
• If a modification was done to a base TMS object (to augment data being sent to SPS), it needs to be evaluated but may be able to stay as is.

Evaluate changes in Supply Chain Cloud.

• Supply Chain Cloud changed how reference fields are passed. See Reference Fields for  more information.
• Supply Chain Cloud changed how return labels are triggered. They are now triggered with an accessorial. See Carrier Accessorial Charges for more information.

5| Uninstall/Drop SPS

After capturing/exporting SPS setup data and transactional data, you can now drop SPS.

6| Install Ship

Utilize the standard process for installing an ISV solution for Dynamics 365.

7| Access Ship

Accenture will provide your administrative user with sign in credentials for Supply Chain Cloud (see Getting Started with Supply Chain Cloud).

This user will see the following information when they sign in:

• Enable/disable desired carriers
• Add additional administrators, if desired
• Configure account assignment data, if desired (this will likely only be done in Dynamics 365 Finance and Supply Chain Management)

8| Configure Ship

• Reference the Supply Chain Cloud + D365 F&SCM Configuration Guide (configuration similar to SPS)
• Enter API key into module parameter
• Set up a Supply Chain Cloud engine
  • Set up a couple parameters that still apply, referencing the old ones (be careful as some parameter names have changed)
• Update carriers to use Supply Chain Cloud
  • Change engine to point to Supply Chain Cloud on rating profile
  • Drop-down list on carrier
  • Drop-down lists on services
  • Must enable/disable services in Supply Chain Cloud first (only carrier services enabled in Supply Chain Cloud are displayed)
• Import/set up account assignment 
• Set up delivery terms
• Import third-party account numbers
• Accessorial setup
• Container packing policies – printing settings