Plan loads and shipments using the Load planning workbench - Supply Chain Management | Dynamics 365 (2024)

This article shows how to use the load planning workbench to create a load for a sales order. As a prerequisite we'll create the sales order first. This procedure is part of the daily work for the transportation coordinator. The demo data company used to create this procedure is USMF.

Create a sales order

1. Go to the Accounts receivable > Orders > All sales orders.
2. Select New.
3. In the Customer account field, select the drop-down button to open the lookup.
4. Select account US-004.
5. Select OK.
6. In the Item number field, select the drop-down button to open the lookup.
7. Select item A0001. A0001 is enabled for transportation management.
8. In the Site field, select the drop-down button to open the lookup, then select an item.
9. In the Quantity field, enter a number.
10. In the Warehouse field, type '24' for this example. This warehouse is enabled for transportation management and warehouse management processes (WMS).
11. Select Save.
12. Close the page.

Create a new load

1. Go to the Transportation management > Planning > Load planning workbench.
2. Select the Sales lines tab. Now you'll build the load for the sales order that you just created. Loads can be built based on supply and demand from purchase orders, transfer orders, and sales orders.
3. On the Action Pane, select Supply and demand.
4. Select To new load.
5. In the Load template ID field, select the drop-down button to open the lookup. The Load template defines maximum measurements for weight and volume of the entire load. For example, the load template might represent the size of a container or truck. Select an item.
6. Select OK.

Rate and route the load

1. Select Rating and routing.
2. Select Rate route workbench.
3. Select Rate shop.
4. In the list, find and select the desired record.
5. Select Assign.
6. Close the page.