MICROSOFT DYNAMICS AX. Outbound Transportation Planning. Last Updated: March 2014 AX 2012 R3 / Version 1.0.0

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1 z MICROSOFT DYNAMICS AX Outbound Transportation Planning Last Updated: March 2014 AX 2012 R3 / Version 1.0.0

2 Contentsº Microsoft Dynamics AX... 1 Introduction... 3 Audience... 3 Scenario... 3 Key Pains This demo Script addresses... 4 Demo Preset Configuration... 4 Before you begin... 4 Demo: Outbound transportation planning... 5 Conclusion Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

3 INTRODUCTION This demo script introduces the new transportation management capabilities in Microsoft Dynamics AX 2012 R3 with a special focus on planning the outbound transportation. The demo script introduces the features that are included in this release. The main concepts are outbound transportation planning, rating, routing, and confirmation. AUDIENCE The demo script can be used to demonstrate the value of Microsoft Dynamics AX 2012 R3 to a business decision maker (BDM). It is aimed for the transportation managers, coordinators, and planners in outbound transportation management. These personas will find value in getting insight into the following areas: Getting overview of the demand for transportation planning based on sales orders Planning the outbound transportation Consolidating sales orders into one load SCENARIO Karl, the logistics manager has already made setup for the carriers and services to plan the outbound transportation for the sold goods. The rating and routing are set up in a way that Ted, the transportation coordinator, can plan the loads and find the best rate based on the demand for outbound transportation. 3 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

4 KEY PAINS THIS DEMO SCRIPT ADDRESSES This demo script shows how Microsoft Dynamics AX 2012 R3 can help address pain points that business users of a business application might experience: Business User Key pains Microsoft Dynamics AX 2012 R3 helps address Ted Needs to get overview of all the sales orders that need transportation planning Needs to find a way to combine several orders into one load to optimize equipment capacity Needs to find the optimal rate and route for the load based on the available parameters DEMO PRESET CONFIGURATION This demo script is written to support the Microsoft Dynamics AX 2012 R3 virtual machine image (VM). To run this demonstration, ensure that the VM is up and running and that you have logged on as the system administrator. Logon information: o o o Domain: Contoso User: Ted Password: pass@word1 BEFORE YOU BEGIN Demo pre-setup Product M9200 is created. The storage dimensions are assigned. Carriers and the respective services are set up in the Transportation management > Setup > General > Shipping carrier. 4 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

5 DEMO: OUTBOUND TRANSPORTATION PLANNING The rating profiles are enabled for these carriers for you to find rates for customers. 5 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

6 Alicia creates a sales order for a customer that has ordered 10 mini-speakers. Ted needs to make the transportation planning so that the goods are delivered to the customer. Alicia opens the Sales order form by going to Sales and marketing > Common > Sales orders and clicks to create a new Sales order. She needs to select the Customer account: US-019 that has the Name: Sunflower Wholesales. On the Create sales order form, Alicia selects this customer and clicks OK. Select the L0101 Mini-speaker Product name: Minispeaker Description: Mini speaker Price: Unit symbol: ea Quantity: 10 6 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

7 On the Inventory tab, select Reservation from the drop-down box under Maintain. Ted plans the outbound shipment. From the Sales order form, click Load planning workbench. Select the line and add it to a new load by clicking To new load. 7 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

8 Next, select the appropriate load template from the drop-down box in the Load template ID field and click OK. Now that the load is created, it is ready for rating and routing. Select the load and click Rating and routing > Rate route workbench under Loads. Click Rate shop to see all available rates that are offered for this destination. 8 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

9 Select the one that is optimal, and click Assign to assign the rate and route to the load. Go back to the Load planning workbench. Now that the transportation planning is finished, the load can be released to warehouse. Click Release to warehouse under Loads > Release > Release. When the warehouse processes are completed, click Ship and receive > Confirm > Outbound shipment. The status of the load has changed to Shipped. The outbound transportation planning is finished. Alicia created a sales order and Ted planned the outbound shipment. 9 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

10 CONCLUSION In conclusion, the demo script has guided you through the outbound transportation planning in transportation management in Microsoft Dynamics AX 2012 R3. 1. Load planning workbench can be used to find and consolidate sales orders and load them together. 2. Rate route workbench is used to find the appropriate shipping rate for the specific load. 10 Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning

11 Disclaimer 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Microsoft Dynamics and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. Other names and brands may be claimed as the property of others. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE USER. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life-saving, or life-sustaining applications. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free Worldwide Microsoft Dynamics AX 2012 R3 Solution Demo: Outbound Transportation Planning