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Supply Chain Management forum

Transfer freight charges from rate route workbench to sales order confirmation

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Posted on by 60

So I have seen a few guides on how to handle miscellaneous charges through TMS, however I'm facing a different problem with the following scenario:

1. Customer makes an order

2. Sales department creates order in D365 and adds lines with products

3. Sales department inside order goes on action pane to 'Transport' > Rate where most of the information (like addresses, carrier, weight) is taken from the order and maybe adds additional costs like a lifting ramp

4. Sales department now wants to add the calculated freight charges from the rate route workbench to the sales order (so they are seen in the charges tab)

5. Sales department confirms the sales order and has all the costs on the sales order confirmation (including freight costs) for the customer to see, what he needs to pay.

I have only seen ways to add freight charges to the order after creating a load/route and having an outbound shipment, but here this comes later in the process.

Is there any possibility to do this? Help would be greatly appreciated.

Thanks in advance and best regards,

Navid

I have the same question (0)
  • Suggested answer
    Sagar Suman Profile Picture
    6,703 Super User 2026 Season 1 on at

    Hi NaVo,

    Getting charges on sales order before you have done any processing with loads is difficult.

    Try below scenario if this helps you.

    • Make sure you make a load as soon as a sales order is created as loads is the detail based on which we can do rate shopping and assign a route.
    • Activate the below check box to automate load creation.

    0513.pastedimage1562098613134v1.png

    • Make a sales order and a load will be created automatically (Please not this load is not released for warehouse and has no work with it)
    • Navigate to load created foe the sales order 

    6607.pastedimage1562098845422v2.png

    • Navigate to rate route workbench 

    7411.pastedimage1562098900502v3.png

    • Do rate shop for the load and assign the shipping carrier providing cheapest freight 

    72575.jpg

    • As you will assign a route will be created for the load with updated freight details.

    5684.pastedimage1562099157994v4.png

    • On route form click route document 
    • You will get a document which has details of complete route and rate details.
    • This can be used as an additional document along with sales order confirmation to suggest what freight customer has to pay.

    1134.jpg

    • Later release load to warehouse when actual picking is required to happen.
    • This will create a work and shipment for the load. 
  • NaVo Profile Picture
    60 on at

    Hello Sagar Suman,

    thank you very much for the suggestion.

    This could definitly be an alternative, eventhough it's probably not exactly what the customer wishes for.

    But am I correct in saying, that you dont think it's possible to get your miscellanous charges on the sales order confirmation?

    Best regards,

    Navid

  • Suggested answer
    Sagar Suman Profile Picture
    6,703 Super User 2026 Season 1 on at

    HI NaVo,

    Yes its not possible to get them while you do a sales order confirmation.

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