Set up transportation parameters [AX 2012]

Updated: May 28, 2015

Applies To: Microsoft Dynamics AX 2012 R3

Before you start using Transportation management, you can set up default values to reduce the data that must be entered when you perform transportation tasks. For example, you can create text for the default freight bill transaction that always appears on the journal line that is generated for freight bills.

This topic describes the parameter setup for tasks such as appointment scheduling, vendor invoicing, transit planning, inbound or outbound load processing, and shipping. You can also set up parameters for reports and unique number sequence codes.

  1. Click Transportation management > Setup > Transportation management parameters.

  2. In the Transportation management parameters form, click the General link.

The following table shows the general parameters that are on the FastTabs in the Transportation management parameters form.

Field

FastTab

Description

Default duration

Appointment scheduling

The number of minutes for each appointment. You can change the default number of minutes depending on what the carrier will collect and deliver.

Alert interval

Driver check-in and check-out

The number of minutes before an appointment alert.

Write vendor invoice journal

Vendor invoice

Select this check box if you want to apply freight reconciliation to pay vendors.

Clear this check box if you want to match the freight bill with the invoice amount in Microsoft Dynamics AX 2012, and then copy the results to a system outside AX 2012.

Post journal

Vendor invoice

Select this check box to automatically post the invoice journal after the invoice has been approved.

Vendor journal name

Vendor invoice

The journal name that is selected in General ledger under Setup > Journals > Journal names. This is the template where you maintain journal settings, such as posting restrictions, for selected users or user groups.

Freight bill transaction text

Vendor invoice

The text that appears on the general ledger journal line that is generated for a freight bill.

Vendor journal name

Vendor invoice

The vendor journal name that is selected in General ledger under Setup > Journals > Journal names.

Default note type

Vendor invoice

The note type that is used for invoice line reconciliation.

Automatically match and pay the freight invoice

Vendor invoice

Select this check box to have the freight bill automatically matched with the invoice amount and paid to the vendor.

Clear this check box if you must manually complete the matching and payment.

Match interval

Vendor invoice

The number of seconds between searches when matching freight invoices and invoice journal lines.

Enable invoice workflow

Vendor invoice

Select this check box to process the vendor invoice through a workflow approval process when the invoice is submitted for approval. You can create workflows for vendor invoicing in Accounts payable in the Accounts payable workflows form under Setup. The invoice process uses a workflow of the type Vendor invoice workflow.

Workflow user

Vendor invoice

The user who can process the vendor invoice workflow.

Port hub type

Hub type

The type of hub master that is associated with the accessorial assignment.

Plan by shipment

Shipment

Select this check box to plan by shipment. You can plan by load or by shipment. Planning by shipment is more detailed than planning by load.

Clear this check box to plan by load.

In transit planning

In transit planning

Select this check box to enable dynamic route planning where any segment of a route can be assigned a distinct route.

Automatically create at sales order entry

Loads

Select this check box to automatically create a load when you create a sales order line.

Automatically create at purchase order entry

Loads

Select this check box to automatically create a load when you create a purchase order line.

Automatically create at transfer order entry

Loads

Select this check box to automatically create a load when you create a transfer order entry.

Override outbound shipped confirmation date

Loads

Select this check box to override the outbound ship confirm date.

Create customer charges for direct delivery

Direct delivery

Select this check box to create customer charges when you rate the load.

Initialize base engine data

Engines

Click Initialize base engine data to run a data initialization job for the base engine.

Enable freight reconciliation

Freight reconciliation

Select this checkbox to enable the use of freight reconciliation. Clear this box if you are not using freight reconciliation and do not want freight bills to be created.

NoteNote

This parameter is included in Microsoft Dynamics AX 2012 R3 Cumulative Update 9.

Use the Reports and Number sequences tabs to set up the following information:

  • A note type that will be the default for load reports.

  • The type of load that the report applies to.

  • Number sequences for documents, such as internal invoices and transportation orders.

  1. In the left pane, click Reports.

  2. On the Load report FastTab, in the Load report note type field, select the default document type to be printed on the load report.

  3. On the Bill of lading FastTab, in the Carrier purpose field, select the carrier purpose to be printed on the bill of lading (BOL).

  4. In the left pane, click Number sequences, and then select unique number sequence codes for the items in the list.

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.


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