Set up a route plan and routing guide for freight transportation

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 describes how to set up a route plan and a routing guide that you can use for complex transportation processes. Route plans contain route segments that provide information about freight delivery. You must select route plans to set up a routing guide. The routing guide defines the transportation route.

Set up a route plan

Use the Route plan form to set up a route plan. Route plans contain route segments that provide information about the shipping carrier, carrier service, carrier group, origin and destination hubs, mode of transport, and other details pertaining to freight delivery.

1. Click Transportation management > Setup > Routing > Route plan.

2. Click New to create a new route plan.

3. Enter a unique identifier and a name for the route plan.

4. On the Details FastTab, click New to create line details for the route plan.

5. In the Sequence field, enter the order in which the route segments in the route plan are used.

6. Enter a name for the route segment.

7. In the Origin hub and Destination hub fields, select the starting and ending hubs for the route segment.

8. Optional: In the Person in charge for payment field, select the party that is responsible for paying for the freight services.

9. Optional: Select the vendor and the invoice account details for the vendor who will transport the freight.

10. Optional: Click Create spot rates to create spot rates for route segments.

11. To update the route hub configurations, click Edit hubs to open the Route hub configuration form.

Set up a routing guide

Use the Routing guide form to set up a routing guide and select route plans for it.

1. Click Transportation management > Setup > Routing > Routing guide.

2. Click New to create a new route guide.

3. Enter a unique identifier and a name for the routing guide.

4. On the Information FastTab, in the Direction field, select the direction for loads.

5. Select the Active check box to enable the routing guide.

6. Optional: In the Equipment field, select the equipment that you want to use for the load.

7. Optional: Select the Residential check box to determine the surcharge rate for remote deliveries.

8. Optional: In the Effective start date and time and Effective end date and time fields, select the effective start date and time and end date and time for the route plan.

9. Optional: On the Accounts FastTab, select the customer and the account number for the customer invoice.

10. Optional: On the Origin and Destination FastTabs, select the settings for origin and destination hubs.

11. Optional: On the Limits FastTab, enter the limits for the container volume, the container weight, and the number of containers.

12. On the Result FastTab, select unique IDs for the shipping carrier, carrier service, and carrier group.

13. In the Route plan field, select a route plan for the routing guide.

Next step

Set up transportation constraints for routes

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 select the Warehouse and Transportation management configuration key.