For detailed instructions, consult the documentation provided with the shipping carrier software you are using.

1. Click Administration> Setup> System> Configuration .

2. Expand the Tradelist.

3. Select the Shipping carrierconfiguration key.

4. Click OK, and then restart the Microsoft Dynamics AX client.

Select the return address that will be printed on packing slips and invoices.

1. Click Inventory management> Setup> Parameters .

2. In the Return tofield, select the return address to use for shipping documents.

   • Company– Use the company address that is specified in the Company informationform.

   • Warehouse– Use the address of the warehouse from which the shipment is sent.

You can use existing miscellaneous charges codes or create new ones to use for shipping charges that are transferred from the shipping carrier software. If necessary, create new miscellaneous charges codes for the following types of shipping charges:

• Core freight charges – Used for shipping charges that are based on the weight of the shipment.

• Ancillary charges – Used for ancillary charges that are applied to a shipment.

• Handling – Used for handling charges that are applied to a shipment, such as C.O.D. fees.

• Fuel surcharges – Used for surcharges that are related to the price of fuel and are typically applied to an entire shipment.

For more information, see Misc. charges code (form).

1. Click Accounts receivable> Setup> Misc. charges> Misc. charges codes.

2. Select or create a miscellaneous charges code.

3. Click the Postingtab.

4. Select the Customer/Vendordebit type.

5. Select the Ledger accountcredit type and the Order, freightposting type, and select a credit posting account.

6. Repeat steps 2 through 5 for the remaining miscellaneous charges codes that you will use for shipping charges.

Set up a code to represent carrier company and account information for each of your warehouses or other locations from which you ship goods. Later, you can assign an account code to a mode of delivery that represents shipments from each warehouse. For more information, see Carrier company (form).

1. Click Inventory management> Setup> Shipping carrier> Carrier company .

2. Select a carrier, and then enter a tracking number URL.

3. Select the vendor account for the shipping carrier.

4. On the Generaltab, select a miscellaneous charge code for each of the fields.

5. On the Accountstab, enter an account code and select a carrier company.

6. In the Carrier account numberfield, enter the number that is used by the carrier to bill your organization.

7. In the Currencyfield, enter the currency code that represents the currency that is used by the carrier software. This currency is assigned to all charges that are received from the carrier software for this account when the packing slip is posted.

8. If you are using the Kewill ClipperShip shipping carrier software interface, in the Ship via companyfield, enter the index number that corresponds to the shipping company that will be used.

Specify an identifier for each type of service that you use. Set up the codes that are required by the shipping carrier interface. Later, you can assign a carrier ID to a mode of delivery that represents a type of service, such as Ground or 2-Day Air.

1. Click Inventory management> Setup> Shipping carrier> Carrier IDs .

2. In the Carrier IDfield, enter the carrier identification, such as FO6A, that is required by the carrier interface you use.

3. Select a carrier ID, enter a description of the carrier service, and select an account code and a carrier interface identifier.

4. Press CTRL+N and repeat steps 2 and 3 for the remaining carrier services that you use.

Specify shipping carrier information for each mode of delivery that requires a shipping carrier.

1. Click Accounts receivable> Setup> Distribution> Modes of delivery.

2. Select a mode of delivery.

3. On the Setuptab, select the type of shipping service that is used for the selected mode of delivery. This information is used to sort information on reports.

4. Select a carrier ID. This information is used by the shipping carrier software to process the shipment.

5. If the mode of delivery originates from a specific warehouse or shipping location, select a carrier account code. For more information, see Carrier company (form).

6. Repeat steps 2 through 5 for the remaining modes of delivery.

Set up terms of delivery that can be assigned to sales orders to determine which types of shipping charges are passed on to your customers as miscellaneous charges.

1. Click Accounts receivable> Setup> Distribution> Terms of delivery.

2. Select a terms of delivery record.

3. On the Setuptab, select the types of freight charges to move from the shipping carrier software to miscellaneous charges for the selected delivery terms:

   • N/A– The customer is not charged for freight.

   • N/A - third party/collect– The customer is not charged for freight on the invoice. To bill a third party, you must enter a third-party account and a third-party address. To bill the customer using their own shipping carrier account (collect), you must enter an account.

   • Core– The customer is charged only for basic freight charges from the shipping carrier software.

   • Ancillary and handling– The customer is charged only for additional charges from the shipping carrier software that are designated as ancillary or handling.

   • Core, ancillary, and handling– The customer is charged for all charges from the shipping carrier software.

4. To waive the shipping charges if the invoice amount exceeds a certain amount, select the Apply free minimumcheck box and enter the minimum sales invoice amount in the Apply free minimumfield. This is the sales amount before taxes, freight, and miscellaneous charges.

You can specify default shipping information for each customer account.

1. Click Accounts receivable> Common Forms> Customer Details .

2. Select a customer account and click Setup> Address.

3. Select an address and click the Othertab.

4. Select a mode of delivery.

5. If the customer should be charged a fuel surcharge, select the Charge fuel surchargecheck box.

6. If you do not want a return address to appear on documents, select the Blind shipmentcheck box. Your company or warehouse return address information will not be printed on the packing slip or invoice for this customer.

7. You can enter the customer's account number for the shipping carrier that is associated with the carrier ID. The carrier ID and carrier account number are copied to sales orders when they are created.

8. If a third party is billed for freight directly by the shipping carrier, click the Overviewtab. In the Address typefield, select Third-party shipping addressand enter information on the Addressestab for the third party's billing address for freight charges. This information is transferred to the shipping carrier software when sales orders for the customer are processed.

When you have completed the other setup tasks, activate the shipping carrier interfaces that you use.

1. Click Inventory management> Setup> Shipping carrier> Carrier interface .

2. For each shipping carrier that you use, select the Enabledcheck box.

3. For each shipping carrier that you are setting up, select the Test modecheck box. When you have confirmed that the setup is correct, clear this check box.