Create or modify an inbound load

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Note

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 create or modify an inbound load. You can use a purchase order to create an inbound load automatically or manually. You can also modify an existing inbound load by adding a new purchase order line.

Load planning is one of the transportation functions performed by transportation coordinators. The inbound load process starts when there is a demand for specific items that have to be shipped from a vendor location to a company’s warehouse location.

This task is part of a bigger process

The following illustration shows how creating an inbound load relates to other tasks in the transportation planning for inbound loads.

For an overview of the process, see Business process: Planning transportation for inbound loads.

Prerequisites

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

Category

Prerequisites

Related setup tasks

In the Released product details form, create an item, and then select the Use transportation management processes check box. For more information, see Create items and Key tasks: Release products. In the Warehouses form, create a warehouse, and then select the Use warehouse management processes check box. For more information, see Create warehouses. Set up a load template. For more information, see Set up a load template.

Create an inbound load automatically by using a purchase order

To create an inbound load automatically by using a purchase order, follow these steps:

1. Click Warehouse management > Setup > Warehouse management parameters.

   –or–

   Click Transportation management > Setup > Transportation management parameters.

2. Click Loads, and then select the Automatically create at purchase order entry check box.

3. Create a purchase order. An inbound load will be created automatically. For more information, see Create a purchase order.

Create an inbound load manually by using a purchase order or purchase order line

To create an inbound load manually by using a purchase order or a purchase order line, follow these steps:

1. Click Warehouse management > Setup > Warehouse management parameters.

   –or–

   Click Transportation management > Setup > Transportation management parameters.

2. Click Loads, and then clear the Automatically create at purchase order entry check box.

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

   –or–

   Click Warehouse management > Common > Load planning workbench.

4. On the Purchase order lines tab, select a purchase order line for which you want to create an inbound load.

5. On the Action Pane, click To new load to create a new load for a PO line, or click Entire order to new load to create a new load with details from the purchase order.

6. In the Load template assignment form, select a load template identifier (ID) to define a trailer type for the load.

7. Click OK to confirm the load. In the Load planning workbench form, on the Load lines tab, you can view the details for the new loads.

Optional: Split a purchase order line to create multiple loads

To split a purchase order line to create multiple loads, follow these steps:

1. In the Load planning workbench form, on the Purchase order lines tab, select a line, and then click To new load.

2. In the Load template assignment form, select a load template ID, and in the Quantity field, reduce the quantity of items to split the purchase order line.

3. Click OK to create a load with the reduced quantity. In the Load planning workbench form, on the Purchase order lines tab, you can view a new purchase order line with the remaining quantity.

Optional: Add a purchase order or purchase order line to an existing inbound load

To add a new purchase order or purchase order line to an existing inbound load, follow these steps:

1. In the Load planning workbench form, on the Purchase order lines tab, select a purchase order line

2. On the Action Pane, click To existing load to add the load line to an existing load, or click Entire order to existing load to add details from the purchase order to the selected load.

3. Click OK to confirm the load. In the Load planning workbench form, on the Load lines tab, you can view two lines for the load ID, where the first line is the new purchase order line.

Next step

Assign a rate and route to a load

Related tasks

Consolidate multiple shipments into a load

Technical information for system administrators

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.