Set up Shipping carriers and carriers groups – Transportation Management – Dynamics AX R3

This topic describes how to set up a shipping carrier and define details such as service, shipment mode, transportation tender, transportation constraints, and shipping rate. A transportation coordinator can then assign a shipping carrier to an inbound or outbound load based on one of the following criteria:

Least expensive carrier rate Rate shopping Route plan Mode of shipment Transportation tender

You can group shipping carriers by using a specific carrier service as a carrier group, and then set up a sequence in which the carrier group will be rated.

Set up a shipping carrier

Use the Shipping carrier form to set up a carrier service, mode of shipment, transportation tender, and rating profile for the shipping carrier.

1. Click Transportation management > Setup > General > Shipping carrier.2. Click New to create a new shipping carrier.3. On the Overview FastTab, specify the shipping carrier details by using the fields described in the

following table.Field DescriptionShipping carrier Enter a unique identifier (ID) for the shipping carrier.Use carrier Select this check box to use the specified shipping carrier for

shipment.Mode Select the ID for the shipment mode.Vendor Select the vendor account to which you want to assign the shipping

carrier.SCAC Enter an ID for the Standard Carrier Alpha Code (SCAC).Activate carrier rating

Select this check box to enable automatic rating for the shipping carrier.

4. Optional: In the Transportation tenders field, select one of the following methods for updating the details of transportation tender:

Manual – Manually update the transportation tender details by using the Transportation tenders form.

EDI – Automatically update the transportation tender details by using an Electronic Data Interchange (EDI) in the Transportation tenders form.

5. Optional: In the Pro number sequence field, select a number sequence that is associated with a generic engine.

6. On the Service FastTab, click New. Enter the carrier service details by using the fields described in the following table.

Field DescriptionCarrier Service Enter a unique ID for the carrier service.Transportation method Select the ID for the transportation method.External code Enter an external code for the shipping carrier.Billing group ID Select the ID for the billing group.

7. Optional: In the Load template ID field, select the ID for the load template.8. On the Address FastTab, click New, and then enter the address and purpose of the shipping

carrier.9. On the Rating profile FastTab, click New. Set up the details of the rating profile, such as rate

engine, rate master, transit time engine, and carrier fuel index. Or more information, see Set up a rating profile.

10. Click Carrier fuel index. Set up the fuel surcharges for the shipping carrier based on the transaction time, price per gallon (PPG), and currency of the country/region. For more information, see Set up accessorial charges for a shipping carrier.

11. Click Carrier accessorial charges. Set up the accessorial charges for the shipping carrier.12. Optional: Click Accessorial assignments. Configure other accessorial charges and define the

criteria and rating calculations for the shipping carrier.13. Click Constraints. Set up any restrictions or individual settings for the specified item, shipping

carrier, or shipment.14. Click Rate master. Set up a rate base for the shipping carrier. For more information,

see Set up rate masters.15. Click Transit time engine. Set up the transit time for the shipping carrier. For more

information, see Set up transportation management engines.

Set up a carrier group

Use the Carrier group form to group the shipping carriers with their corresponding shipping services.

1. Click Transportation management > Setup > General > Carrier group.2. Click New. In the Carrier group field, enter an ID for the carrier group.3. On the Details FastTab, click New, and then select the IDs for the shipping carrier and the carrier

service.4. In the Preference sequence field, enter a sequence number for the shipping carrier. This

number will be used for rating the carrier group.