1. Transportation Management in Microsoft Dynamics AX 2012 R3

2. Transportation Management in Microsoft Dynamics AX 2012 R3
Lauren Duckworth | Consultant – Blue Horseshoe Solutions

3. Meet Lauren Duckworth| Blue Horseshoe Solutions
What my team does
Deploys Microsoft Dynamics AX, Warehouse Management, Transportation Management and Strategy Solutions.
My Background
2 years of supply chain experience with Dynamics AX
Configured multiple warehouse and transportation product implementations at customer sites
Trained super users and end-users

4. Course Topics
Transportation Management in Microsoft Dynamics AX 2012 R3
01 | Transportation Management Introduction

5. Setting Expectations Target Audience Suggested Prerequisites
Partners and customers who want an introduction to the Transportation Management functionality in Microsoft Dynamics AX 2012 R3.
Transportation managers, transportation coordinators, shipping planners, shipping clerks, and other people in organizations that are responsible for the setup and administration of transportation management functionality.
Suggested Prerequisites
Some general knowledge of Microsoft Windows.
Some general knowledge of Microsoft Dynamics AX 2012
The ability to use Microsoft Dynamics AX 2012 for basic processing
Basic knowledge of warehouse and transportation management concepts

6. Transportation Management in Microsoft Dynamics AX 2012 R3
Module 1: Transportation Management Introduction

7. Lauren Duckworth | Consultant – Blue Horseshoe Solutions
01 | Warehouse Management Introduction
Lauren Duckworth | Consultant – Blue Horseshoe Solutions

8. Module Overview General Transportation Management Concepts
Process Flow
Freight Rating
Rate Engines
Routing
Outbound Hierarchy

9. General Transportation Management Concepts
Introduction
General Transportation Management Concepts
Transportation Planning Basics
Transportation Execution Basics
Freight Rating Concepts

10. Introduction Process Flow Transportation Planning
Load Planning
Transportation Execution
Shipment/Load Rating
Rate/Route Workbench
Shipment Confirmation
Freight Charge Apportionment
Miscellaneous Charges
Appointment Scheduling

11. Introduction Freight Rating Carrier Rating Profile Rate Master
Rate Base Assignment
Rate Base
Rate Breaks

12. Introduction Freight Rating Freight Rate Discounts Accessorial Charges
Miscellaneous Charges
Discounts
Accessorial Charges
Fuel Surcharges
Rating Classifications
NMFC – National Motor Freight Classification
LTL Class – Less Than Truckload
Harmonized Code
STCC – Standard Transportation Commodity Code

13. Introduction Rate Engines LTL Truck Small Package Multi Modal
Czarlite Tariff
Multi-Class Rating
FAK Rating
LTL
Mileage
Piece Rate
Flat Rate
Truck
Zone / Weight
Dimensional Weight
Small Package
Ocean Vessel
Rail
Interline
Multi Modal
Contract / Spot Rates
Web Service Engines
Custom Tariffs

14. Routing Introduction Constraints Routing Guide Route Plan Hubs
Transit Times
Delivery Dates
Item / Carrier
Item / Mode
Carrier / Customer
Mode / Customer
Carrier / Hub
Zone / Hub
Routing Guide
Route Plan
Hubs
Constraints

15. Introduction Outbound Hierarchy Route Load Shipment Lines Containers
Carrier 1
Shipment 1
Item 1
Item 2
Box 1
Box 2
Item 3
Shipment 2
Item 4
Pallet 1

16. What We Learned – Module 1: Microsoft Dynamics GP Overview
Understand some of the key functionality available in Microsoft Dynamics GP
How transactions flow and integration occurs within the application
Identify options for user’s to personalize how the product works
Understand basic security options in Microsoft Dynamics GP