Penny difference allowed in TMS for invoice posting
Within TMS, there is not a parameter for any penny differences. If there are invoice lines that may run out past 2 decimal places, the rounding the system performs will not allow the invoices to post since there is a penny difference. The excel add-in is currently used to load lines. Also, if th...
A batch job to auto-unmatch freight bill and invoices
There is a function called “Auto Match Batch” which will automatically match the freight bills to the invoices prior to posting them in the system. There needs to be a function that will automatically “Un-match” the freight bills from the invoices. Currently, the un-matching process has to be p...
Move Sales Orders (License Plates) to New/Existing Shipment
I love the organizational structure of Load>Shipment(s)>Sales Order(s). It's logical and easy to grasp. The issue I find is, Sales Orders are not given enough emphasis after stepping down from Shipments. Once multiple orders are consolidated, there is no easy way to break them apart again. Sa...
Allow generation of shipping documents prior to Load/Shipment confirmation
The Load planning workbench currently does not allow posting the packing slip or generation of the BOL the Load is "Shipped." Allowing printing these documents prior to confirmation of the outbound shipment allows the shipment to be prepared prior to the pickup or delivery taking place.
Create extension to "Incomplete reservations" field in the order lines tabs of the Load planning workbench
The "Incomplete reservations" flag in the Loads grid of the Load planning workbench is helpful in determining whether or not to release to warehouse. This visibility to order line reservations in the Sales lines and Transfer lines tabs would also be helpful when creating loads via the Load planni...
Connect Hub types and Hub masters to standard D365 objects
Hub types and Hub masters are independent records created via manual entry of an address, but are not connected to Customers, Vendors, Warehouses and their respective delivery address(es). This would greatly reduce setup time for hubs and related Route guides and Route plans.
Allow multiple appointments against a load with transfer order lines
It is currently not possible to create multiple TMS appointments against a load. For loads that contain a transfer line, however, load planners may want to create both an Outbound and Inbound appointment related to the arrival at each warehouse.
Load sequence
Load that contains multiple stops should be loaded in the truck in reverse delivery order. There are currently no functionality to do this in the system. Orders staged at the dock for the same load must be sequenced manually. It would be nice to add the sequence order when loading a truck along ...
Link a customer account to a hub
It currently not possible to link a customer to a stop sequence record on a route plan. If we could, It would then be possible to dynamically create a delivery route for the placed orders only (only the stops with active orders should be used). It is now required to manually edit every scheduled...
Ship load from mobile device
It is not currently possible to ship a load using the mobile device. Workers in the warehouse work late at night and it would be nice if they could use the mobile device to ship the loads instead of having to have access to a rich client.