#AXUGSummit | #INreno15 #AXUGSummit TMS01 - OVERVIEW OF TRANSPORTATION MANAGEMENT IN MICROSOFT DYNAMICS AX 2012 R3 Markus Fogelberg, Microsoft | Darin Gross, Microsoft
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#AXUGSummit | #INreno15
#AXUGSummit
TMS01 - OVERVIEW OF TRANSPORTATION MANAGEMENT IN MICROSOFT DYNAMICS AX
2012 R3
Markus Fogelberg, Microsoft | Darin Gross, Microsoft
#AXUGSummit | #INreno15
Transportation management overview
Selection of a Carrier– Execution
– Setup
Freight reconciliation– Execution
– Setup
TMS Engines – Brief overview
2
AGENDA
TRANSPORTATION MANAGEMENT OVERVIEW
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Consuming of transportation services
Integration
Advanced freight rates calculation
Route planning
Extensible
4
TRANSPORTATION MANAGEMENT
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OVERVIEW OF TRANSPORTATION PROCESSES
Carrier
Setup
Service
Discounts, Accessorial and Fuel charges
Selection of the Carrier
Rate Route
Multimodal, hubs, andConstraints
Supply and Demand(SO PO
TO)
Transportation planning
Consolidation
Capacity
Appointment scheduling
Driver logDock
appointmentsConfirmation
Print documentation
Freight reconciliation
Manual freight bill matching
Automated freight bill matching
SELECTION OF A CARRIER
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Find a rate and route for your load– Least expensive rate, Rate shopping, Routing with rate
Process– Sales order(s) to deliver– Make a Load– Do Rate shopping– Assign Carrier– Release to Warehouse– Do warehouse work– Confirm Shipment– Check the charges on the Sales order
7
SELECTION OF A CARRIER
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Carrier– Carrier overview. Carrier setup. Carrier service.
Rating profile– Determines what rate will be used. Rating profile setup.
Rating engines– Assigned per carrier and service.
Rate base– Determines the rating based on a carrier contract details
Rate breaks– Break points for rating. Connection to rate base and carrier
8
CARRIER AND RATING PROFILES OVERVIEW
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Base rate
– Defined by engines on carrier
Charges
– Miscellaneous charges, Accessorial charges, Fuel surcharges
Discounts
– Customer discount. Carrier discount. Percentage or Amount.
Customer charges
– Setup customer charges different than transportation charges
9
FREIGHT RATE OVERVIEW
FREIGHT RECONCILIATION
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FREIGHT RECONCILIATION
Freight
Rate
Rate Engine
External
document
(UI, AIF, EDI…)
Freight
Bill
Reconcile /
Matching
Ledger
Journals
Freigth
RateFreigth
RateMiscellaneous
charges on source
document lines
Apportionment
Engine Freight
Invoice
TMS ENGINES OVERVIEW
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Platform for plugin’s (engines)
Uses AX-data or communicate with external sources
Out-of-the-Box AX provides a number of predefined engines
– Work only on AX-data
TMS white papers
– Blog post with links
13
TMS ENGINE SYSTEM
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OUT-OF-BOX TMS ENGINES
Rating engines
Mileage engines
Zone engines
Mileage
Point to point mileage
Point to point contract
Point to point by weight
Less than truck load (LTL)
LTL Freight of all kind (FAK)
By Piece
Rail with STCC code
Postal zone and weight
Point to point
Postal code
State
Generic (aggregation) engines
Weight aggregation engine
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OUT-OF-BOX TMS ENGINES
Generic (apportionment of charges)
engines
Transit time engines
Mileage per day
Mileage intervals
Point to point
Proportional apportionment engine
FINAL SLIDE
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