Assign a rate and route to a load

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

This topic explains how to assign a rate and route to an inbound or outbound load.

This task is part of a bigger process

This topic describes how to assign a rate and route to an inbound load and outbound load so that the rate can relate to other tasks in the transportation planning for loads. The tasks of assigning a rate and route to an inbound and outbound load are similar, the only differences are the origin of the load. An inbound load is generated by a purchase order or a transfer order, and an outbound load is generated by a sales order. In the Load planning workbench form, you select the sales order line, transfer order line, or purchase order line.

For an overview of these processes, see Business process: Planning transportation for inbound loads and Business process: Planning and processing outbound loads for shipping.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category	Prerequisite
Related setup tasks	Create an inbound load or outbound load. For more information, see Create or modify an inbound load and Create or modify an outbound load.

Assign a rate and route to a load

In the Rate route workbench form, you can get an overview of available rates and routes. If you want to use a specific carrier for a load, you can use manual rating.

To assign a rate and route to a load using the Rate route workbench form, follow these steps:

1. Click Transportation management > Common > Loads > All loads.

2. Select a load, and then click Load planning workbench.

3. On the Supply and demand FastTab, depending on the type of order that generated the load, select the Sales lines, Transfer lines, or Purchase order lines tab.

4. On the Loads FastTab, select the load.

5. Click Rating and routing, and then select Rate route workbench to find a rate and route for the load.

6. In the Rate route workbench form, click one of the following buttons.

   Button	Description
   Rate	View the least expensive rate only.
   Rate shop	View all the rates and routes that are available.
   Route	View routes only.
   Route with rate	View available routes, including the rate for each route.

To manually assign a rate and route to a load, follow these steps:

1. Click Transportation management > Common > Loads > All loads.

2. Follow the guidelines to assign a rate and route to a load using the Rate route workbench form.

3. On the Loads FastTab, in the Load planning workbench form, select the load.

4. On the load line, in the Shipping carrier field, select a shipping carrier.

5. Click Rating and routing, and then select Manual rating. The Route rate detail form opens with rate and route information that is specific to the carrier that you selected for the load.

6. On the Loads FastTab, select the load.

Next step

Consolidate multiple shipments into a load

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category	Prerequisite
Configuration keys	Click System administration > Setup > Licensing > License configuration. Expand the Trade license key, and select the Warehouse and Transportation management configuration key.