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In Microsoft Dynamics 365 for Finance and Operations Appointment scheduling, internal dock appointments can be scheduled and registered, e.g. when a carrier should deliver goods to our warehouse, or when a carrier should pick up goods from our warehouse.

Advanced Warehouse Management adds external load / unload appointments to schedule and register appointments at the customer site or vendor site.

 

Microsoft Dynamics 365 for Finance and Operations can display the from and to address of one selected load at the time. On the shipment list page, the multiline field 'address' can be added as personalization, but then the number of shipments per screen is reduced and not useful anymore. Therefor a new route planner screen has been added in Advanced Warehouse Management . 

An easy to use semi-automatic interface towards Route XL is included in Advanced Warehouse Management .

The warehouse address and all ship-to addresses of a load can be displayed in a text box.

Copy and paste into the import text box on the RouteXL.com website.

RouteXL.com calculates an optimal route. This route can be printed, sent to mobile phone etc.

 

 

Load / unload appointments

External load appointments e.g. for purchase pick up and sales return pick up, and unload appointments for sales delivery at customer site, purchase return to vendor site can now be registered on the load, shipment, purchase order and sales return.

Beta: load / unload appointments can also be registered for landed cost voyage and landed cost containers.

 

Setup

To create a number sequence for load unload appointments, go to Warehouse management parameters, button Initialize AWHS. Setup a number sequence.

 

Planning and registration of a load / unload appointment

Warehouse management > Shipments > Load / unload appointments

Create a new appointment. Select the reference type and reference number. Data like name and address are inherited from the reference number. Most of the data can be overridden on the appointment if needed.

 

The appointments are also accessible and printable from the individual orders, shipments, loads, voyages (beta), shipping containers (beta).

Warehouse management > All loads > Ribbon tab Transportation > group Appointments > (Print) Load / unload appointments

Warehouse management > All shipments > Ribbon tab Transportation > group Appointments > (Print) Load / unload appointments

Warehouse management > Route planner > Ribbon tab Transportation > group Appointments > (Print) Load / unload appointments

Sales and marketing > Sales returns > All return orders > Ribbon tab Return order > Group Delivery > (Print) Load / unload appointments

Procurement and sourcing > Purchase orders > All purchase orders > Ribbon tab Transportation > group Appointments > (Print) Load / unload appointments

Landed cost > Voyages > All voyages > Ribbon tab Manage > Group Goods in transit > (Print) Load / unload appointments 

Landed cost > Shipping containers > All shipping containers > Ribbon tab Manage > Group Goods in transit > (Print) Load / unload appointments

 

When the Load / unload appointments are printed from the load, also the appointments for the shipments in this load are printed, as well as the child-appointments.

 

Field	Description	Remark
Load / unload appointment	ID for external appointment

Load or unload	Pick up goods or drop off goods
Status	Planned, Confirmed Arrived, Departed, Cancelled, Delayed, Not at home, Refused	Status update is manual, or e.g. via Power app through data entity
Parent appointment	Multiple appointments can be added to one parent, e.g. to combine sales delivery with RMA pick up
Reference type	Shipment, Load, Landed cost voyage, Landed cost container, RMA (sales return), Purchase return, Purchase order
Reference number	ID of the shipment, load etc.
Name	Name (delivery name or pick up name)

Name 2	Additional name	Can be added manually on the appointment
Customer reference	(Customer) reference from shipment or order
Customer requisition	External order number
Planned arrival date	Planned arrival date and time
Planned duration	Planned duration of the appointment in minutes
Time window	Access hours, free text field	Address notes can automatically be copied to the sales order and the shipment. Setting in Accounts receivable parameters > General > Sales setup

Arrival date	Actual arrival date and time	Manual or via Power app
Duration	Actual duration in minutes	Manual or via Power app
Proof of delivery type	Signature, Photo, Signature or photo, ID
Door pass code	Access code for door or gate
Notes	Free text notes
Cash on delivery	Amount cash on delivery	Manual

Stop number for loads	Shipment stop number
ETA message	Send Estimated Time of Arrival message on this mobile number / SMS / app / mail	Manual, there is no automatic integration
ETA message minutes	Send ETA message in advance

Alternative address	If needed the address may be overridden. Use Add address	E.g. for last minute changes at the customer site. The alternative address is attached to the customer or vendor.
Delivery address	Identification of the delivery address	Select any existing address
Address	Street, street number, zip code, city, country etc.

 

 

 

 

Route planner

Warehouse management > Shipments > Route planner

This list page displays all open shipments with addresses.

Field	Description	Remark
Shipment ID	Shipment	One or more orders to an address

Load ID	Load	A truck load that can deliver multiple shipments to multiple addresses
Stop number	Stop sequence number within the load	Update in the grid manually
City	Ship-to city

Street

Ship-to street

Delivery recipient

Destination name

This screen displays the shipments, loads and stop numbers with the city, street and delivery name.

Other shipment fields can be added through form personalisation.

A shipment (delivery address) has a stop number within a load (e.g. truck). It is possible to move shipments to a different load with Transfer shipment to new load or Transfer shipment to existing load.

No setup required.

 

Route XL export

In the list pages Route planner, Shipments and Loads, all shipments in the same load can be exported to a route planner like RouteXL.

www.routexl.com

• In ribbon tab Transportation, press button RouteXL export.
• The text box opens with the shipping warehouse address, and all ship-to addresses.
• ctrl A ctrl C ctrl V copies the addresses to the import box of RouteXL
• In RouteXL press Find route to calculate the optimal route for one or more trucks.
• The stop number can be updated in the Advanced Warehouse Management Route planner grid.

Note that in RouteXL, the free use of Google can have a limitation. Should this occur, in the RouteXL Options, tab Geocoding select Here maps instead.

Specify the number of trucks if desired.

No setup required.

 

Transportation status

Advanced Warehouse Management adds a data entity (on the form Tranportation status) that allows the insert / upload of the actual transportation status for a

• load (truck route)
• shipment (stop number)
• container (package, pallet)

The latest insert is considered to reflect the actual status. A history of previous transportation status records is kept as well.

E.g. set a POD (Proof Of Delivery) status on a shipment, and filter on all shipped shipments with or without a POD.

 

Prerequisite is one or more Transportation status masters, e.g. HUB (received in hub), POD (proof of delivery), FDA (failed delivery attempt), LOST (parcel lost) etc. 

Hint for date and time entry in Excel: The date time cells have a format yyyy-mm-ddThh:mm:ssZ

Nevertheless enter the format that is visible in the formula bar of Excel, depending on your local setting e.g. dd-mm-yy hh:mm:ss