Shipper TMS Help

Shipper TMS helps manufacturers, distributors, and retailers plan and control deliveries in Microsoft Dynamics 365 Business Central.

Use this help when you need to create transport demand, plan a trip, assign a carrier or fleet resource, create warehouse work, complete execution, or review posted transport history.

How Shipper TMS works

Most transportation work follows this flow:

Source document
    |
    v
Transport Request
    |
    v
Planning worksheet or scheduler
    |
    v
Transport Order
    |
    v
Carrier, vehicle, driver, route, charges, and warehouse documents
    |
    v
Execution entries and proof of delivery
    |
    v
Posted Transport Order

Use these terms this way:

New to Shipper TMS

If you are setting up Shipper TMS for the first time, follow this order:

1. Install Shipper TMS
2. Buy licenses
3. Assign permission sets
4. Complete TMS Setup
5. Create a Transport Request from a Sales Order
6. Create your first Transport Order

After step 6, your users should be able to create transport demand, plan it into a trip, and understand which page to open next.

First 30 minutes

Use this short path when you want to prove the basic process in a sandbox:

1. Complete the minimum setup in TMS Setup.
2. Create or open one demo Sales Order.
3. Create a Transport Request from that order.
4. Release the request.
5. Create a Transport Order.
6. Add the request to the order, review route stops, then release the order.

Do this before configuring advanced carrier rates, telematics, or truck-first planning. It gives planners a clean baseline for how source demand becomes an executable trip.

Choose Your Role

Which planning tool should I use?

Do not start with Truck Load Management if you do not manage vehicles or truck slots. Start with Carrier Selection when an external carrier will execute the delivery and rates are configured.

Daily Work

Core Concepts

Planning Tools

Cost and Warehouse Execution

Setup and Master Data

Integration and Administration

Troubleshooting Starting Points

Use Cases

• Use case: Create a Transport Request from a Sales Order
• Use case: Create your first Transport Order
• Use case: Plan an outbound delivery from a Sales Order
• Use case: Plan an inbound pickup from a Purchase Order
• Use case: Plan a transfer between locations
• Use case: Plan a delivery with your own fleet
• Use case: Plan a delivery with an external carrier
• Use case: Compare carriers and assign freight cost
• Use case: Create warehouse documents from a Transport Order
• Use case: Complete and post a Transport Order
• Use case: Publish a Transport Order to telematics
• Use case: Review delivery execution and posted history

Maintenance

• Frequently asked questions