Set up appointment scheduling parameters [AX 2012]

Updated: April 16, 2014

Applies To: Microsoft Dynamics AX 2012 R3


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

This topic describes how to set up parameters for appointment scheduling. You must set up appointment types to create an appointment schedule for a warehouse. You can send periodic notifications for scheduled appointments.

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



Related set up task

Specify the Default duration and Alert interval fields in the Transportation management parameters form.

To set up the appointment type, follow these steps:

  1. Click Transportation management > Setup > Appointment scheduling > Appointment types.

  2. Click New to create a new appointment type.

  3. Enter the appointment type, site, warehouse, and location profile ID.

  4. Specify additional details for the appointment type by using the fields described in the following table.




    Enter the appointment duration for a specified warehouse location, in minutes.

    Number of calendar slots

    Enter the number of appointments that can be performed at the same time for the specified appointment type.

    Item movement direction

    Select Both, Inbound, or Outbound to indicate the direction of item movement.

  5. Optional: Select the Driver check in required check box to indicate that a driver check-in is required before a shipment is confirmed.

Use the Appointment notifications form to set up the appointment notification as a batch job to track the upcoming appointments.

  1. Click Transportation management > Periodic > Appointment notifications.

  2. In the Appointment notifications form, create or modify the recurrence and setup alerts for the batch job.

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.



Configuration keys

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

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