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Set up shipping carriers and carrier groups

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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

Note

This topic applies to features in the Warehouse management module. It does not apply to features in the Inventory management module.

This topic describes how to set up a shipping carrier and define details such as service, shipment mode, transportation tender, transportation constraints, and shipping rate. A transportation coordinator can then assign a shipping carrier to an inbound or outbound load based on one of the following criteria:

  • Least expensive carrier rate

  • Rate shopping

  • Route plan

  • Mode of shipment

  • Transportation tender

You can group shipping carriers by using a specific carrier service as a carrier group, and then set up a sequence in which the carrier group will be rated.

Set up a shipping carrier

Use the Shipping carrier form to set up a carrier service, mode of shipment, transportation tender, and rating profile for the shipping carrier.

  1. Click Transportation management > Setup > General > Shipping carrier.

  2. Click New to create a new shipping carrier.

  3. On the Overview FastTab, specify the shipping carrier details by using the fields described in the following table.

    Field

    Description

    Shipping carrier

    Enter a unique identifier (ID) for the shipping carrier.

    Use carrier

    Select this check box to use the specified shipping carrier for shipment.

    Mode

    Select the ID for the shipment mode.

    Vendor

    Select the vendor account to which you want to assign the shipping carrier.

    SCAC

    Enter an ID for the Standard Carrier Alpha Code (SCAC).

    Activate carrier rating

    Select this check box to enable automatic rating for the shipping carrier.

  4. Optional: In the Transportation tenders field, select one of the following methods for updating the details of transportation tender:

    • Manual – Manually update the transportation tender details by using the Transportation tenders form.

    • EDI – Automatically update the transportation tender details by using an Electronic Data Interchange (EDI) in the Transportation tenders form.

  5. Optional: In the Pro number sequence field, select a number sequence that is associated with a generic engine. For more information, see Set up transportation management engines.

    Note

    To configure number sequences, use the Number sequence window. Click Transportation management > Setup > General > Number sequence.

  6. On the Service FastTab, click New. Enter the carrier service details by using the fields described in the following table.

    Field

    Description

    Carrier service

    Enter a unique ID for the carrier service.

    Transportation method

    Select the ID for the transportation method.

    External code

    Enter an external code for the shipping carrier.

    Billing group ID

    Select the ID for the billing group.

  7. Optional: In the Load template ID field, select the ID for the load template.

  8. On the Address FastTab, click New, and then enter the address and purpose of the shipping carrier.

  9. On the Rating profile FastTab, click New. Set up the details of the rating profile, such as rate engine, rate master, transit time engine, and carrier fuel index. Or more information, see Set up a rating profile.

  10. Click Carrier fuel index. Set up the fuel surcharges for the shipping carrier based on the transaction time, price per gallon (PPG), and currency of the country/region. For more information, see Set up accessorial charges for a shipping carrier.

  11. Click Carrier accessorial charges. Set up the accessorial charges for the shipping carrier.

  12. Optional: Click Accessorial assignments. Configure other accessorial charges and define the criteria and rating calculations for the shipping carrier.

  13. Click Constraints. Set up any restrictions or individual settings for the specified item, shipping carrier, or shipment.

    Note

    If you are running Microsoft Dynamics AX 2012 R3 Cumulative Update 8, constraints for the shipping carrier are specified only through the items and shipments.

  14. Click Rate master. Set up a rate base for the shipping carrier. For more information, see Set up rate masters.

  15. Click Transit time engine. Set up the transit time for the shipping carrier. For more information, see Set up transportation management engines.

Set up a carrier group

Use the Carrier group form to group the shipping carriers with their corresponding shipping services.

  1. Click Transportation management > Setup > General > Carrier group.

  2. Click New. In the Carrier group field, enter an ID for the carrier group.

  3. On the Details FastTab, click New, and then select the IDs for the shipping carrier and the carrier service.

  4. In the Preference sequence field, enter a sequence number for the shipping carrier. This number will be used for rating the carrier group.

Next step

After you set up the shipping group and the carrier group, you can continue with setting up a route for the shipment. For more information, see Set up a route plan and routing guide for freight transportation.

Set up a route plan and routing guide for freight transportation

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.