Confirm a load for shipping [AX 2012]

Updated: June 3, 2014

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

NoteNote

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.

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.

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

Category

Prerequisites

Outbound loads

Inbound loads

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:

  1. Click Transportation management > Inquiries > Load planning workbench.

    –or–

    Click Warehouse management > Common > Load planning workbench.

  2. Select a load line. On the Ship and receive menu, click Outbound shipment.

  3. On the Print menu, select the shipping document that you want to print.

  4. Optional: On the Print menu, click Send ASN to print and send an ASN to a customer.

To confirm an inbound load, follow these steps:

  1. Click Transportation management > Inquiries > Load planning workbench.

    –or–

    Click Warehouse management > Common > Load planning workbench.

  2. On the Loads FastTab, select a load line.

  3. 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.

  4. In the Load planning workbench form, on the Ship and receive menu, click Inbound shipment to confirm the inbound load.

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.


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

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