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Supply chain | Supply Chain Management, Commerce
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What is Route plans and Route guides are used for in TMS

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Posted on by 70

HI,

I am in doubt what is Route plans and Route guides are used for. As i run the transactions, i am getting the rates without route plans and route guides configured. But the only difference is i could not see more details in Routes.

So is the Route plans and Route guides are helpful only if we have multiple stops? or is there any specific logic with them? if it is a single stop can i continue without route plans and Route guides or will that impact me in any way?

Thanks,

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  • Verified answer
    huijij Profile Picture
    19,811 on at
    RE: What is Route plans and Route guides are used for in TMS

    Hi,

    You can set up route plan and a route guides which can used for complex transportation processes.Use the Route plan form to set up a route plan,Transportation management > Setup > Routing > 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.

    Use the Routing guide form to set up a routing guide and select route plans for it,Transportation management > Setup > Routing > Route guides.

  • Suggested answer
    Mario Marchiori Profile Picture
    2 on at
    What is Route plans and Route guides are used for in TMS
    Hi,
     
    Route plans and Route guides in D365 SCM aren’t strictly required for all transportation scenarios — that’s why you’re still able to get rates without configuring them. However, they do add extra functionality and detail, especially in more complex logistics.
     
    -Route plans: Define the physical path of the shipment, including all stops (hubs) and the carrier/service for each segment. They are essential when you have multiple stops or need to break down a trip into segments with different carriers, rates, or service levels.

    -Route guides: Contain the matching logic between loads and route plans (origin/destination hubs, volume/weight limits, carrier, service). They’re what allow the system to automatically suggest the most appropriate route for a given load

    If you have only a single stop (origin → destination):

    -You can run without route plans and guides without major functional impact — you’ll still get rates and can process shipments.

    -The main thing you’ll miss is the route detail view and the ability to apply segment-specific charges, constraints, or matching logic.

    -You also lose the option to easily scale up later to multi-stop routes, scheduled routes, or sustainability integration without reworking the setup

    In short: For single-stop routes, they are optional. For multi-stop, scheduled routes, or more granular control and automation, they become important.

    I hope my answer helps you, and I also recommend reading the manual: Plan freight transportation routes with multiple stops - Supply Chain Management | Dynamics 365 | Microsoft Learn

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