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MICROSOFT DYNAMICS® AX

Outbound Transportation Planning

Last Updated: March 2014

AX 2012 R3 / Version 1.0.0

2 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

Contentsº

Microsoft Dynamics® AX .................................................................................................................................................. 1

Introduction .............................................................................................................................................................................. 3

Audience .................................................................................................................................................................................... 3

Scenario ...................................................................................................................................................................................... 3

Key Pains This demo Script addresses ............................................................................................................................ 4

Demo Preset Configuration ................................................................................................................................................ 4

Before you begin .................................................................................................................................................................... 4

Demo: Outbound transportation planning .................................................................................................................. 5

Conclusion ............................................................................................................................................................................... 10

3 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

INTRODUCTION

This demo script introduces the new transportation management capabilities in Microsoft

Dynamics AX 2012 R3 with a special focus on planning the outbound transportation.

The demo script introduces the features that are included in this release. The main concepts are

outbound transportation planning, rating, routing, and confirmation.

AUDIENCE

The demo script can be used to demonstrate the value of Microsoft Dynamics AX 2012 R3 to a

business decision maker (BDM). It is aimed for the transportation managers, coordinators, and

planners in outbound transportation management. These personas will find value in getting insight

into the following areas:

Getting overview of the demand for transportation planning based on sales orders

Planning the outbound transportation

Consolidating sales orders into one load

SCENARIO

Karl, the logistics manager has already made setup for the carriers and services to plan the outbound

transportation for the sold goods. The rating and routing are set up in a way that Ted, the transportation

coordinator, can plan the loads and find the best rate based on the demand for outbound

transportation.

4 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

KEY PAINS THIS DEMO SCRIPT ADDRESSES

This demo script shows how Microsoft Dynamics AX 2012 R3 can help address pain points that

business users of a business application might experience:

Business

User Key pains Microsoft Dynamics AX 2012 R3 helps address

Ted

Needs to get overview of all the sales orders that need transportation

planning

Needs to find a way to combine several orders into one load to

optimize equipment capacity

Needs to find the optimal rate and route for the load based on the

available parameters

DEMO PRESET CONFIGURATION

This demo script is written to support the Microsoft Dynamics AX 2012 R3 virtual machine image (VM).

To run this demonstration, ensure that the VM is up and running and that you have logged on as the

system administrator.

Logon information:

o Domain: Contoso

o User: Ted

o Password: pass@word1

BEFORE YOU BEGIN

Demo pre-setup

Product M9200 is created.

The storage dimensions are assigned.

Carriers and the respective services are set up in

the Transportation management > Setup >

General > Shipping carrier.

5 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

The rating profiles are enabled for these carriers

for you to find rates for customers.

DEMO: OUTBOUND TRANSPORTATION PLANNING

6 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

Alicia creates a sales order for a customer that has ordered 10 mini-speakers. Ted needs to make

the transportation planning so that the goods are delivered to the customer.

Alicia opens the Sales order form by

going to Sales and marketing >

Common > Sales orders and clicks to

create a new Sales order.

She needs to select the Customer account: US-019 that has the Name: Sunflower Wholesales.

On the Create sales order form, Alicia

selects this customer and clicks OK.

Select the L0101 Mini-speaker

Product name: Mini-

speaker

Description: Mini

speaker

Price: 51.55

Unit symbol: ea

Quantity: 10

7 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

On the Inventory tab, select

Reservation from the drop-down box

under Maintain.

Ted plans the outbound

shipment. From the Sales order

form, click Load planning

workbench.

Select the line and add it to a new load

by clicking To new load.

8 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

Next, select the appropriate load

template from the drop-down box in

the Load template ID field and click

OK.

Now that the load is created, it is ready

for rating and routing. Select the load

and click Rating and routing > Rate

route workbench under Loads.

Click Rate shop to see all available

rates that are offered for this

destination.

9 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

Select the one that is optimal,

and click Assign to assign the

rate and route to the load.

Go back to the Load planning

workbench. Now that the

transportation planning is finished, the

load can be released to warehouse.

Click Release to warehouse under

Loads > Release > Release.

When the warehouse processes are

completed, click Ship and receive >

Confirm > Outbound shipment. The

status of the load has changed to

Shipped.

The outbound transportation planning is finished. Alicia created a sales order and Ted planned

the outbound shipment.

10 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

CONCLUSION

In conclusion, the demo script has guided you through the outbound transportation

planning in transportation management in Microsoft Dynamics AX 2012 R3.

1. Load planning workbench can be used to find and consolidate sales orders

and load them together.

2. Rate route workbench is used to find the appropriate shipping rate for the

specific load.

11 Microsoft Dynamics AX 2012 R3 | Solution Demo: Outbound Transportation Planning

Disclaimer

© 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft

Dynamics and other product names are or may be registered trademarks and/or trademarks in the

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The information herein is for informational purposes only and represents the current view of

Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to

changing market conditions, it should not be interpreted to be a commitment on the part of

Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the

date of this presentation.

Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE

OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER.

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you and your people to make business decisions with greater confidence. Microsoft Dynamics

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