How to Utilize Detailed Tracking Capabilities in D365

Posted on: June 22, 2021 | By: Jarrod Kraemer | Microsoft Dynamics AX/365, Microsoft Dynamics Manufacturing

You can determine exactly what items are delivered and when by using Dynamics 365 for Finance and Supply Chain Management. D365 provides detailed data which includes vital tracking capabilities. Some shipments are time-sensitive and require quick customer service issue response. By taking a proactive stance, you can resolve shipment issues quickly and manage your supply chain efficiently. D365 for Supply Chain Management also serves the requirements of both domestic and international carriers, while providing proper compliance documentation and supporting various shipping rules. 

Transportation Management Statuses 

Set up master codes for transportation statuses to interpret codes that are provided by your shipping carriers. This lets you integrate with shipping carriers to provide a status. The transportation status that you provide for a transportation master status code can help you track the status of a load, shipment, or container. The specific transportation status for a load, shipment, or container can only be updated through data integration and not manually through the user interface. 

Create a transportation status 

To create a transportation status, follow these steps: 

  1. Go to Transportation management > Setup > Transportation status masters. 
  2. Select New to create a transportation status master. 
  3. In the Transportation status master field, enter a unique code for the transportation status. 
  4. In the Transportation type field, select either Shipping carrier or Hub as the type of transportation. 
  5. Enter a name and transportation status. 
  6. Close the page. 

Map a transportation status to a carrier status 

To map a transportation status to a carrier status, follow these steps: 

  1. Go to Transportation management > Setup > Carriers > Carrier transportation status. 
  2. Select New to map a code from a shipping carrier to a transportation status master code. 
  3. Select the unique ID for the shipping carrier and the carrier service. 
  4. Select the transportation status code that you want to map to the selected shipping carrier’s code. 
  5. Enter the external code that is used by the shipping carrier. 
  6. Close the page. 

Track Inbound Voyages

The Inbound tracking page lets you track the progress of your voyages and shipping container journeys. Each voyage and journey is broken down by activities, each of which has its own row on the page. You can use the page to view and enter estimated dates and actual dates by activity. 

Typically, depending on the setup in the Tracking control center, these activities automatically show the estimated landing date at the final destination. Also depending on the setup, the final date usually updates the delivery date or confirmed date on purchase order lines. For transfer order lines, you can set up the system to update the receipt date. 

To open the Inbound tracking page, go to Landed cost > Tracking > Inbound tracking. 

You can use the Voyage and Shipping container fields at the top of the Inbound tracking page to filter the page so that it shows only activities that are associated with the selected voyage and/or shipping container.

You can use the buttons on the Action Pane of the Inbound tracking page to work with inbound voyages and journeys. The following table describes the buttons that are available.

Update Tracking Information 

To update the schedule for a voyage or journey, enter the start date for the first activity. The estimated end date of the last activity is then updated. The setup for each leg and journey template in the Tracking control center determines the estimated lead times. The estimated end dates use the lead time from the start date of the activity. Then, when the actual end date is recorded, the start date of the next activity is updated to the same date as the previous activity’s actual end date. The actual lead time is updated so that comparison and analysis can be done. Additional notes can be entered in the Note field. 

The order of the activities in the grid is determined by the order of the legs in the relevant journey template. If the order of the legs in the attached journey changes, the tracking control also changes. 

You can update the dates for all containers by selecting Update start date or Update actual end date on the Action Pane. Alternatively, you can enter the dates per container on the shipment. This approach allows for greater flexibility because containers can be split in a multi-journey environment. 

 Next Steps  

If you are interested in learning more about tracking capabilities as well as maximizing the use of Microsoft Dynamics 365 for Finance and Supply Chain Management contact us here to find out how we can help you grow your business.  You can also email us at info@loganconsulting.com or call (312) 345-8817.