Transportation management and misc. charges on Sales Order in Dynamics 365 Supply Chain

Transportation management and misc. charges on Sales Order in Dynamics 365 Supply Chain

Sharing end to end flow with visuals

• Key setup
  • Rate master
  • 
  • Rate base
  • 
  • Shipping carrier for Truck
  • 
  • Customer: US-003, Forest Wholesales
  • Customer address/Drop off postal code: 123 White Road, Los Angeles, CA 90004, USA
  • Shipping warehouse  W24
  • Pickup postal code for warehouse 24: 321 North Steet, Gate 3, Tacoma, WA 98401, USA
  • Roughly ~1100 miles and rate is 1.2$ per mile
  • Shipping carrier: TruckCarrier
  • Item A0001
  • Delivery term: FOB with transportation charges enabled
  • 
  • Mode of delivery: Truck-Truc
• STEPS
  • Create SO, reserve inventory
  • Release to warehouse and go to load planning workbench
  • Go to "Rate Route workbench" from Load screen
  • 
    • Verify address details and specify shipping carrier, carrier service and Mode
    • 
    • click on "rate shop" to get freight rates
    • 
    • From route results, select and 'assign' the rate from TruckCarrier
  • Verify details in Route screen
    • From Route rate details, expand system generated info and verify the rate there.
    • 
  • Complete the warehouse work
    • If doing in D365FO, then add in the URL &mi=action:WHSWorkExecute
  • 
• 
• • Once the shipment is confirmed, on SO totals, one can see the rate as misc. charge
  • 

 Happy D365FO