Set up an appointment for a load


Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

This procedure shows how to set up and plan a dock appointment for a load. This is typically done by a transportation coordinator. You can use this procedure in the USMF demo data company.

Select the load

  1. Go to Transportation management > Planning > Load planning workbench.
  2. Clear the Hide shipped and received check box.
  3. In the list, select the load that has a status of Shipped.
  4. Click Transportation.
  5. Click Appointment scheduling.

Create an appointment

  1. Click New.
  2. In the Appointment rule field, enter or select a value.
  3. Click Save.
  4. Click Update status.
  5. Click Firm.
  6. Click Save.
  7. Close the page.