Set up carrier fuel indexes [AX 2012]

Updated: February 20, 2014

Applies To: Microsoft Dynamics AX 2012 R3

NoteNote

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

Fuel indexes are set by the Department of Energy (DOE) for the various regions of the United States. You can set up fuel indexes for different fuel prices so that you can specify a time frame in which the carrier’s fuel charge is based on the specified price.

The carrier fuel index can be associated with one or more fuel indexes.

You must set up a fuel index region before you can create a fuel index. The fuel index region determines where freight will be delivered. The region is associated with the shipping carrier through the carrier’s accessorial assignment. For more information about accessorial assignments, see Set up accessorial assignments.

To set up fuel index regions, follow these steps:

  1. Click Transportation management > Setup > General > Fuel index regions.

  2. Click New to create a fuel index region.

  3. Enter a unique identification and a name for the fuel index region.

Fuel indexes are associated with a fuel index region. To reflect the change in fuel prices over time, you can associate a region with multiple fuel indexes. Typically, the price information for a fuel index can be downloaded from the Internet.

To create a fuel index, follow these steps:

  1. Click Transportation management > Periodic > Fuel indexes.

  2. Click New.

  3. In the Region field, select a region.

  4. Enter the fuel price per gallon.

  5. In the Effective date and time for fuel price field, select the date and enter the time at which the fuel index will go into effect.

The carrier fuel index is part of the carrier’s rating profile. You must set up fuel indexes for carriers that will deliver freight in a specific region. In the carrier fuel index, you specify the per-gallon fuel charge limits for the carrier.

To create a carrier fuel index, follow these steps:

  1. Click Transportation management > Setup > General > Shipping carrier.

  2. Select a carrier and then click Carrier fuel index.

  3. Click New. In the Carrier fuel index and the Description fields, enter a name and a description for the fuel index.

  4. On the Details FastTab, click New.

  5. Create a transaction time frame, and complete the following fields.

    Field

    Description

    PPG From and PPG To

    The price range for the price per gallon. A fuel price in this range is added to the freight charges.

    Percentage

    The percentage of the freight surcharge that is added to the rate. This is a percentage of the accessorial unit that is specified in the carrier’s accessorial assignment.

    Rate

    A flat rate to cover the freight surcharge. This rate is added to the rate that is calculated for the carrier.

    Currency

    The currency of the index.

To calculate fuel surcharges for a shipping carrier, you must specify a fuel index region with the carrier’s accessorial assignment.

To associate a shipping carrier with a fuel index region, follow these steps:

  1. Click Transportation management > Setup > Rating > Accessorial assignments.

  2. Select an accessorial assignment for a shipping carrier.

  3. On the Calculation FastTab, in the Accessorial fee type field, select Fuel surcharge.

  4. In the Region field, select the fuel index region.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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