Set up a rating profile

  • Article

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

This topic provides an overview of how to use a rating profile to determine whether the shipping carrier’s rate matches the customer’s requirements. A rating profile is used to associate the shipping carrier with a rate master. The rate master defines the rate base assignment and the rate base. The rate base determines the rate of the carrier.

A rating profile is unique for a shipping carrier. You can set up a rating profile using a generic setup form which has an overview of all existing rating profiles. You can also set up the rating profile directly from the shipping carrier. The information that you set up for the rating profile is the same, regardless of how you access the setup.

Create a rating profile using a setup form

To create a rating profile using a setup form, follow these steps:

  1. Click Transportation management > Setup > Rating > Rating profile.

  2. Click New to create a new rating profile.

  3. Enter a unique identifier (ID) and description for the rating profile.

  4. Select a shipping carrier, site, and warehouse.

  5. Select the rate engine and rate master that you want to use for the rating profile. You can use the rate master to define a rate base type and a rate base. For more information, see Set up rate masters.

  6. Select the transit engine and carrier fuel index for the rating profile.

  7. Select the effective start and end times for the rating profile.

Create a rating profile using a shipping carrier

To create a rating profile using a shipping carrier, follow these steps:

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

  2. Select a shipping carrier.

  3. On the Rating profile FastTab, click New to create a rating profile. The fields on this FastTab correspond to the fields in the Rating profile form. For more information, see the “Create a rating profile using a setup form” section earlier in this topic.

Set up transportation management engines

Set up accessorial charges for a shipping carrier

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 select the Warehouse and Transportation management configuration key.