Transportation Management in

Microsoft Dynamics AX 2012 R3

Lauren Duckworth | Consultant – Blue Horseshoe Solutions

Transportation Management in Microsoft Dynamics AX 2012 R3

Meet Lauren Duckworth| Blue Horseshoe Solutions• What my team does– Deploys Microsoft Dynamics AX, Warehouse

Management, Transportation Management and Strategy Solutions.

• My Background– 2 years of supply chain experience with

Dynamics AX 2012– Configured multiple warehouse and

transportation product implementations at customer sites

– Trained super users and end-users

Course Topics

Transportation Management in Microsoft Dynamics AX 2012 R301 | Transportation Management Introduction

Setting Expectations• Target Audience

– Partners and customers who want an introduction to the Transportation Management functionality in Microsoft Dynamics AX 2012 R3.

– Transportation managers, transportation coordinators, shipping planners, shipping clerks, and other people in organizations that are responsible for the setup and administration of transportation management functionality.

• Suggested Prerequisites– Some general knowledge of Microsoft Windows.– Some general knowledge of Microsoft Dynamics AX 2012– The ability to use Microsoft Dynamics AX 2012 for basic processing– Basic knowledge of warehouse and transportation management

concepts

Transportation Management in

Microsoft Dynamics AX 2012 R3Module 1: Transportation Management

Introduction

Click to edit Master subtitle style01 | Warehouse Management

Introduction

Lauren Duckworth | Consultant – Blue Horseshoe Solutions

• General Transportation Management Concepts• Process Flow• Freight Rating• Rate Engines• Routing• Outbound Hierarchy

Module Overview

Introduction• Transportation Planning Basics• Transportation Execution Basics• Freight Rating Concepts

General Transportation Management Concepts

Introduction• Transportation Planning– Load Planning

• Transportation Execution– Shipment/Load Rating– Rate/Route Workbench– Shipment Confirmation

Freight Charge ApportionmentMiscellaneous Charges

• Appointment Scheduling

Process Flow

Introduction• Carrier • Rating Profile • Rate Master• Rate Base Assignment• Rate Base• Rate Breaks

Freight Rating

Introduction• Freight Rate–Miscellaneous Charges

• Discounts• Accessorial Charges– Fuel Surcharges

• Rating Classifications– NMFC – National Motor Freight Classification– LTL Class – Less Than Truckload – Harmonized Code– STCC – Standard Transportation Commodity Code

Freight Rating

IntroductionRate Engines• Czarlite Tariff• Multi-Class Rating• FAK Rating

LTL

• Mileage • Piece Rate• Flat Rate

Truck

• Zone / Weight• Dimensional WeightSmall Package

• Ocean Vessel• Rail• Interline

Multi Modal

• Contract / Spot Rates• Web Service EnginesCustom Tariffs

Introduction• Routing Guide• Route Plan• Hubs• Constraints

RoutingConstraints

Transit Times

Delivery Dates

Item / Carrier

Item / Mode

Carrier / Customer

Mode / Customer

Carrier / Hub

Zone / Hub

IntroductionOutbound Hierarchy

Containers

Lines

Shipment

Load

Route Route 1

Carrier 1

Shipment 1

Item 1 Item 2

Box 1 Box 2

Item 3

Shipment 2

Item 4

Pallet 1

• Understand some of the key functionality available in Microsoft Dynamics GP

• How transactions flow and integration occurs within the application

• Identify options for user’s to personalize how the product works

• Understand basic security options in Microsoft Dynamics GP

What We Learned – Module 1: Microsoft Dynamics GP Overview