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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Create manual transpor...
Supply chain | Supply Chain Management, Commerce
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Create manual transportation charges and pass them on to customers

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Posted on by Community Member

Hi,

I am using supply chain management, and  want to charge the customer through the shipment.

steps i go through

  1. Released the order to warehouse - Load ,work , shipment ,wave were created.
  2. post the work 
  3. In load level, I updated :  load template, shipping carrier=DHL , carrier service =Service
  4. Determine manual rating 
  5. click on "outbound shipment" - in this point the charge was updated in route level (rate, shipper rate , customer rate )fields.
  6. confirmed the shipment
  7. Generate packing slip from shipment form.
  8. in this point miscellanies charge should be added to sales order line- but it won't!!

setup

  1. Terms of delivery - Add transportation charges to orders set = Yes
  2. Miscellaneous charges - charges module = customer , miscellaneous charge type = none (tried customer also) , charge code =FREIGHT
  3. delivery terms on customer level - Add transportation charges to orders set  = Yes 
  4. Mode of delivery on customer level

Questions

  1. when i update carrier service on load level , why mode of delivery on the sales order header is changed to DHL-Service?
  2. Do i need to connect all products to mode of delivery on "product fast tab"?
  3. Do i miss something in the setup?

Thanks

Ronen

I have the same question (0)
  • Elena Brys Profile Picture
    Elena Brys on at

    Hello Ronen,

    Could you please double check if the delivery term setup is done correctly. Navigate to Sales and Marketing> Setup> Distribution> Terms of delivery. Check for your term of delivery and here you need to have Add transportation charges to orders activated.

    pastedimage1611225415017v1.png

    If this flag is off charges will not be added to the order.

    Regards,
    Elena

  • Community Member Profile Picture
    Community Member on at

    Hi Elena,

    This check box is on

    Ronen

  • Elena Brys Profile Picture
    Elena Brys on at

    Hi Ronen,

    When you do the rate you need to assign a rate to the load.

    Once that rate is assigned, then carrier, carrier service, and mode of delivery will be updated on the order header. 

    You need to ensure that the mode of delivery is ALWAYS updated in the sales order lines also when changed on the sales order header. 

    You set this up under AR parameters, Updates. Now you will have the carrier and carrier service and mode of delivery on the sales order header.

    Once you do Ship Confirmation, the route will be created for the Load automatically, and charges are automatically added onto the sales order.   

    If any of this is not happening we need to do some more investigation. You can raise a case with Microsoft support.

     

    Regards,
    Elena

  • Community Member Profile Picture
    Community Member on at

    thanks Elena

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