Overview

This guide walks through the complete setup process for BRC Logistics, from installation to first successful WMS transaction. The setup process typically takes 30-60 minutes depending on WMS platform complexity.

Installation Steps

1. Prerequisites

Before installing BRC Logistics, ensure you have:

Business Central Requirements

User Permissions

WMS Requirements

Business Central Configuration

2. App Installation

Option A: Install from AppSource

  1. Open Business Central
  2. Search for Extension Management
  3. Click Manage → Browse AppSource
  4. Search for “BRC Logistics”
  5. Click Get it now → Install
  6. Accept terms and conditions
  7. Wait for installation to complete (2-5 minutes)

Option B: Install from Extension Management (if provided by partner)

  1. Obtain .app file from BrightCom Solutions or partner
  2. Open Extension Management
  3. Click Upload Extension
  4. Select the .app file
  5. Click Deploy → Install

3. Verify Installation

After installation completes:

  1. Search for “BRC Logi Setup”
    • If the page opens, installation succeeded
  2. Verify permission set:
    • Search for Permission Sets
    • Confirm BRC Lgsts exists (Object ID 12073969)
  3. Check object range:
    • Search for Objects (if available in environment)
    • Verify objects in range 12073969-12074468

4. Automatic Installation Actions

The installation process automatically:

Initial Configuration

5. Assign Permissions

For Users Who Will Configure WMS:

  1. Search for Users
  2. Select user
  3. Click User Permission Sets
  4. Add BRC Lgsts permission set

For Users Who Will Monitor Transactions:

  1. Assign BRC Lgsts (for full access) OR
  2. Create custom permission set with read-only access to:
    • BRC Logi Warehouse Header (Read)
    • BRC Logi Warehouse Line (Read)
    • BRC Logi Setup (Read)

6. Create Logistics Setup

  1. Search for BRC Logi Setup
  2. Click + New
  3. Enter required fields:
FieldExample ValueDescription
CodeMAIN-WMSUnique identifier (max 20 characters)
DescriptionMain Warehouse - Ongoing WMSDescriptive name
Integration EngineOngoing WMS SOAPSelect your WMS platform from dropdown
Location CodeMAINBC location code for this warehouse
EnabledNo (configure first, enable later)Start disabled for testing
  1. Click OK - System auto-configures codeunits based on Integration Engine

7. Configure Connection Settings

Click into your setup card and configure the System FastTab:

For REST/SOAP API Integrations:

FieldPurposeExample
Webservice URL / Export PathOutbound API endpointhttps://api.ongoingwms.com/
Webservice URL / Import PathInbound API endpoint (often same)https://api.ongoingwms.com/
Username / KeyAPI username or keyyour-company
PasswordAPI password or secret••••••••

For OAuth-Based Integrations (3PL Central, ShipHero, Bitlog):

FieldPurpose
Username / KeyOAuth Client ID
PasswordOAuth Client Secret
OAuth ScopeOAuth scope (auto-populated for most platforms)

For File-Based Integrations (BC Connect, Bergendahls):

FieldPurpose
Webservice URL / Export PathFile export folder path or Azure Blob Storage container
Webservice URL / Import PathFile import folder path or Azure Blob Storage container
ABS Container NameAzure Blob Storage container name (if applicable)

Important: Passwords are encrypted in the database. Test connection before enabling.

8. Configure Document Processing

On the Document FastTab, configure automation behavior:

Auto-Send Settings

Auto-Post Settings

Warning: Auto-posting requires careful setup. Test with manual posting first.

Tolerance Settings

9. Configure Item Integration

On the Item FastTab:

Item Availability

Choose how items are made available to WMS:

Recommendation: Start with “All Items Enabled” for testing, refine with filters for production.

Item SKU Options

Select how items are identified in WMS:

Item Variant Delimiter: - (character separating Item from Variant in SKU)

Item Tracking

Enable serial/batch number tracking per document type:

Document TypeSerial No.Batch No.
Shipment✓✓
Receival✓✓
Transfer In✓✓
Transfer Out✓✓

10. Configure Item Journals

If using inventory synchronization, configure journals on Item Journals FastTab:

Adjustment Journal

Physical Inventory Journal

Note: Create journal batches if they don’t exist:

  1. Search for Item Journals
  2. Select template
  3. Click Batches → + New
  4. Enter batch name

11. Configure Job Queue

BRC Logistics uses Business Central’s job queue for automated polling:

  1. Search for Job Queue Entries
  2. Find entry with:
    • Object Type to Run: Codeunit
    • Object ID to Run: (varies by setup)
    • Parameter String: Your setup code
  3. Configure schedule:
    • Status: On Hold (start with this)
    • Recurring Job: ✓
    • Run on Mondays: ✓ (select all days you want polling)
    • Run on Tuesdays: ✓
    • (Select all 7 days for continuous operation)
    • Starting Time: 00:00:00
    • Ending Time: 23:59:59
    • No. of Minutes between Runs: 15 (polls every 15 minutes)

Important: Leave status as On Hold until you complete testing.

12. Configure Error Management

On System FastTab:

FieldRecommended ValuePurpose
Error Max Count3Max errors before stopping processing
Send mail on Error✓Email when errors occur
Error E-Mail Recipient Listwms-admin@company.com;it-support@company.comSemicolon-separated emails
Send E-mail Summary✓Daily summary
E-mail Summary Time08:00:00When to send summary

13. Platform-Specific Configuration

Some WMS platforms require additional settings. See:

14. Test Connection

Before enabling:

  1. Click Actions → Check For Change
  2. Review any error messages
  3. Verify connection succeeds
  4. Check BRC Logi Whse. Transactions for test transactions

15. Enable Setup

Once configuration is complete and tested:

  1. Open your setup record
  2. Set Enabled = ✓
  3. Activate job queue entry (change Status from “On Hold” to “Ready”)

Post-Installation Tasks

Generate Item SKU List

  1. Open BRC Logi Setup Card
  2. Click Actions → Generate Item SKU List
  3. Confirm item count
  4. Review BRC Logi Item SKU List to verify mappings

Configure Reason Codes

  1. Search for BRC Logi Whse. Reason Codes
  2. Create entries for return reasons, adjustment reasons
  3. Map to BC return reason codes
  4. Configure conditional logic (fees, exchanges, pricing)

See: Reason Code Configuration

Configure Value Mappings

  1. Search for BRC Logi Mapping
  2. Create translation entries for:
    • Location codes (if WMS uses different codes)
    • Status values
    • Custom codes

See: Value Mapping Configuration

Set Up Extra Field Mappings

For advanced scenarios requiring custom field exchange:

  1. Search for BRC Logi Extras
  2. Define mappings from BC table fields to WMS Extra Fields
  3. Specify WMS field names (XML/JSON element names)

See: Extra Field Configuration

Next Steps

Common Setup Issues

See Troubleshooting Guide for solutions to: