Confirm a load for shipping

Article
11/29/2021

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Note

This topic applies to features in the Transportation management module. It does not apply to features in the Inventory management module.

This topic explains how to confirm a load for shipping. When an outbound load is confirmed, you can generate shipping documents, such as a packing slip or bill of lading to be shipped with the load. When an inbound load is confirmed, you can define a packing structure that specifies how the load should be packed. After the packing structure is defined, you can confirm the inbound load.

This task is part of a bigger process

Confirming a load is part of the inbound or outbound processes in a warehouse. For more information, see Business process: Planning transportation for inbound loads or Business process: Planning and processing outbound loads for shipping.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category	Prerequisites
Outbound loads	Create an outbound load. For more information, see Create or modify an outbound load. Assign a rate, route, and shipping carrier to the outbound load. Create and process a wave manually to specify the pick and put locations for a load. For more information, see Create, process, and release a wave manually. Pick, put, and pack the outbound load. For more information, see Pick, put, and pack an outbound load. Plan an appointment to ship the packed load to a destination. For more information, see Plan appointments for a load. Register a driver check-in and check-out to complete an appointment for a load. For more information, see Register driver check-in and check-out for an appointment.
Inbound loads	Create an inbound load. For more information, see Create or modify an inbound load. Assign a rate, route, and shipping carrier to the inbound load.

Outbound loads

Create an outbound load. For more information, see Create or modify an outbound load.
Assign a rate, route, and shipping carrier to the outbound load.
Create and process a wave manually to specify the pick and put locations for a load. For more information, see Create, process, and release a wave manually.
Pick, put, and pack the outbound load. For more information, see Pick, put, and pack an outbound load.
Plan an appointment to ship the packed load to a destination. For more information, see Plan appointments for a load.
Register a driver check-in and check-out to complete an appointment for a load. For more information, see Register driver check-in and check-out for an appointment.

Inbound loads

Create an inbound load. For more information, see Create or modify an inbound load.
Assign a rate, route, and shipping carrier to the inbound load.

Confirm an outbound load and generate shipping documents

Use the Load planning workbench form to confirm an outbound load for shipping. After the load is confirmed, you can send an Advance Shipment Notice (ASN) to the customer. Print one or more of the following documents to be shipped with the load:

Bill of lading
Packing slip
Packing list
Commercial invoice

To confirm an outbound load and print shipping documents, follow these steps:

Click Transportation management > Inquiries > Load planning workbench.

–or–

Click Warehouse management > Common > Load planning workbench.
Select a load line. On the Ship and receive menu, click Outbound shipment.
On the Print menu, select the shipping document that you want to print.
Optional: On the Print menu, click Send ASN to print and send an ASN to a customer.

Confirm an inbound load

To confirm an inbound load, follow these steps:

Click Transportation management > Inquiries > Load planning workbench.

–or–

Click Warehouse management > Common > Load planning workbench.
On the Loads FastTab, select a load line.
Optional: On the Ship and receive menu, click Packing structure to define pallets, cases, and items for the inbound load that you want to receive.
In the Load planning workbench form, on the Ship and receive menu, click Inbound shipment to confirm the inbound load.

Plan appointments for a load

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category	Prerequisite
Configuration keys	Click System administration > Setup > Licensing > License configuration. Expand the Trade license key, and then select the Warehouse and Transportation management configuration key.