Transportation Management in Microsoft Dynamics AX 2012 R3

1. Transportation Management in Microsoft Dynamics AX 2012 R3

2. Transportation Management in Microsoft Dynamics AX 2012 R3 Lauren Duckworth | Consultant – Blue Horseshoe Solutions

3. Meet Lauren Duckworth| Blue Horseshoe Solutions • What my team does • Deploys Microsoft Dynamics AX, Warehouse Management, Transportation Management and Strategy Solutions. • My Background • 2years of supply chain experience with Dynamics AX 2012 • Configured multiple warehouse and transportation product implementations at customer sites • Trained super users and end-users

4. Course Topics

5. Setting Expectations • Target Audience • Partners and customers who want an introduction to the Transportation Management functionality in Microsoft Dynamics AX 2012 R3. • Transportation managers, transportation coordinators, shipping planners, shipping clerks, and other people in organizations that are responsible for the setup and administration of transportation management functionality. • Suggested Prerequisites • Some general knowledge of Microsoft Windows. • Some general knowledge of Microsoft Dynamics AX 2012 • The ability to use Microsoft Dynamics AX 2012 for basic processing • Basic knowledge of warehouse and transportation management concepts

6. Transportation Management in Microsoft Dynamics AX 2012 R3 Module 1:Transportation Management Introduction

7. 01 | Warehouse Management Introduction Lauren Duckworth | Consultant – Blue Horseshoe Solutions

8. Module Overview • General Transportation Management Concepts • Process Flow • Freight Rating • Rate Engines • Routing • OutboundHierarchy

9. Introduction General Transportation Management Concepts • Transportation Planning Basics • Transportation Execution Basics • Freight Rating Concepts

10. Introduction Process Flow • Transportation Planning • Load Planning • Transportation Execution • Shipment/Load Rating • Rate/Route Workbench • Shipment Confirmation Freight Charge Apportionment Miscellaneous Charges • Appointment Scheduling

11. Introduction Freight Rating • Carrier • Rating Profile • Rate Master • Rate Base Assignment • Rate Base • Rate Breaks

12. Introduction Freight Rating • Freight Rate • Miscellaneous Charges • Discounts • Accessorial Charges • Fuel Surcharges • Rating Classifications • NMFC – National Motor Freight Classification • LTL Class – Less Than Truckload • Harmonized Code • STCC – Standard Transportation Commodity Code

13. LTL • Czarlite Tariff • Multi-Class Rating • FAK Rating Introduction Rate Engines • Truck • Mileage • Piece Rate • Flat Rate • Small Package • Zone / Weight • Dimensional Weight • Multi Modal • Ocean Vessel • Rail • Interline • Custom Tariffs • Contract / Spot Rates • Web Service Engines

14. Routing Introduction • Routing Guide • Route Plan • Hubs • Constraints

15. Route • Route 1 Introduction OutboundHierarchy • Load • Carrier 1 • Shipment • Shipment 1 • Shipment 2 • Lines • Item 1 • Item 2 • Item 3 • Item 4 • Containers • Box 1 • Box 2 • Pallet 1

16. What We Learned – Module 1: Microsoft Dynamics GP Overview • Understand some of the key functionality available in Microsoft Dynamics GP • How transactions flow and integration occurs within the application • Identify options for user’s to personalize how the product works • Understand basic security options in Microsoft Dynamics GP