Forwarding Management System (FMS)

Overview

Welcome to the Forwarding Management System (FMS) documentation for Dynamics 365 Business Central. This module provides comprehensive tools to manage your freight forwarding operations efficiently. FMS covers the entire lifecycle, from initial quote requests and rate management to shipment execution, consolidation, voyage planning, invoicing, and detailed margin analysis.

Explore the sections below to learn how to configure and utilize the FMS module effectively.

Key Areas

Area	Description
Getting Started	Learn how to set up a new company, install related apps, or import demo data for FMS.
Business Functionality Overview	Get a high-level overview of the core capabilities and process flows within the FMS module.
Setup	Configure essential settings and templates to tailor FMS to your needs.
Master Data	Manage fundamental data including parties (customers, vendors), goods information, and equipment details.
Rate Management	Define and manage customer/vendor contracts, handle spot quotations, and maintain freight rates.
Core Processes	Execute daily forwarding tasks: manage shipments, plan consolidations, oversee voyages, and handle transport bookings.
Invoicing and Finance	Manage billing, control costs, track work in progress, analyze profitability, and handle financial integration aspects.
Supporting Features	Utilize additional tools like event tracking, document security, reporting, and task management.
Integrations	Learn about integrating FMS with other systems or utilizing data exchange features.

Note

Much of the functionality described requires the Transportation extension (minimum version 24.x) to be installed alongside the FMS app.