AX2012 R3 WHS/TMS

Introduction

Bill Ducat – Director of Supply Chain, Blue Horseshoe

BDUCAT@BHSOLUTIONS.COM

GUIDANCE: Seek Expertise – WMS is Complex Multiple LIVE AX WMS deployment and/or Best of Breed WMS multiple live deployments

Skill Set to Apply The Tool to Your Situation

Common Inquiries

Why Would Microsoft Buy From Blue Horseshoe?

Will it Work for Me? I am a MTO, MTS, Serial, Batch, Distributor, 3PL, Multi-Site,

etc.

Performance – I heard…

Do I Need A Data Collection Add-on?

Can it Compete with Best of Breed WMS?

“New” AX Availability?

Where Can I Get Guidance/Assistance?

© Copyright 2016 Blue Horseshoe, Inc. Strictly Confidential. Not for Distribution.

The highest Microsoft credentials

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Real-world experience & results

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Offices:Indianapolis, IN

Columbus, OH

Denver, CO

Charlotte, NC

Amsterdam

Carmel, IN (HQ)

Columbus, OH

Denver, CO

Charlotte, NC

Amsterdam, Netherlands

Domain Expertise

20+ years Designing and Implementing Warehouse Management & Transportation Systems

Original developer of 3 Tier 1 WMS & TMS System on the market today

150+ Warehouse Management and Transportation Management Implementations

Business Processes Optimization Professionals, Including Industrial Engineers With 25+ Years Experience.

Dynamics AX 2012 R3 Experience

© Copyright 2016 Blue Horseshoe, Inc. Strictly Confidential. Not for Distribution.

MICROSOFT ENTERPRISE FOOD & BEVERAGE DISTRIBUTION SOLUTION

© Copyright 2016 Blue Horseshoe, Inc. Strictly Confidential. Not for Distribution.

What I Can Cover Today

Key Elements Radio Frequency/Mobile Hand Helds Available “Everywhere” New Concepts Location and Product Definition Inventory Status Rules Based Logic Reservation Changes

Integrated Transportation

Takeaways/Advice Shameless Plug for Blue Horseshoe Extensions

• AX2009 – Certified for MSFT Dynamics (CFMD)• AX2012 – Certified for MSFT Dynamics

• Moving WAX/TRAX to R3 and “New AX”• August 2012 – BH and MSFT Agree to Terms• September 2012 to May 2014 – BH Help MSFT Build AX R3• Ongoing assist for CU’s and AX Cloud

• Blue Horseshoe’s ISV Continues On• Advanced WAX (Example: Advanced cross-docking)• Advanced TRAX (Example: Fleet management)• Voice, Material Handling Integration, AXLE, ECO, BIAS

History of the Modules

Supply Chain Benefits (Broad)

Complexity is Broad

AX 2012 R3 WMS

ManufacturingPurchasingOrder

ManagementBusiness

IntelligenceFinancialsCRM

CORE

SUPP

LIER Shipment ASN

Load Planning

INBO

UN

D ASN Receiving

RF Receiving

Directed Locating

QC Processing

License Plate

Workflow

RF Directed

OU

TBO

UN

D Wave Planning

Allocation Rules

Work Creation

Picking / Staging /

Loading

Labels / Documents

Workflow

RF Directed

INVE

NTO

RY Cycle Count

Adj. / Transfer

Quarantine (in loc)

Production Moves

Replenishment

RF Directed

Batch / Serial Control

GENERAL FEATURES

Key Strengths

GENERAL

Integrated RF Out of The Box

Optimization

Rules driven (Directives)

Configurable Workflow

In-Process Decision Making

Asset Management

Labor Tracking and Visibility

Work Queue

Timestamps

Warehouse Layout/Use

Zones

Stocking Limits

License Plate Control

Integrated RF

Integrated RF

Configurable RF Menus

Locations

Location Profiles

Dimensions & Capacity

Mixed SKU

Mixed Lots

License Plate Controlled

Check Digit Controlled

Permanent vs. Dynamic

Stocking Limits

Zones

Stocking Limits

Define Location Capacities by UOM

Locating / Putaway

Eliminate operator decision making &

minimize putaway travel distance!

Permanent

?Dynamic

? System directed

Operator overrides

User-directed

System suggested

Consolidation

• Mixed SKU

• Mixed Lots

• Date Range

Rules-based

Location Directives

Workflow

Configurable RF Workflow

Pick / Pack Catch Weight FlowLTL Batch Case Pick

Workflow

PickCatch

Weight

Print Label

Stage

Load

Pick Stage

Pallet Build

Dock Check

Load

Group Pick

VAS Labeling

Pack by Order

Example Configurable Workflow based on Criteria…

License Plate Tracking

Receiving / Putaway License Plate tracked through entire operation System generated label , blind label, or ASN label may be utilized

Inventory Management Location Controlled License Plate Tracking (optional) Transfer / Adjust by License Plate Support for License Plates in multiple statuses in a single location

Shipping Pick by License Plate Ability to allocate license plates and track to initial receipt Ability to RF confirm pick license plates

Task Interleaving

Interleave tasks

based on Work profile

Priority

Proximity

Date

Work Initiation

Putaway

Pick Request

Completion

INVENTORY MANAGEMENT PT. 1

Key Strengths

INVENTORY

Disposition

Inventory Status (In Location Quarantine)

Lot/Batch and Serial Supported

RF Production Moves

Hierarchical Item Classifications

Inventory Status

Configurable Inventory Status. In Location

Quarantine!

Lot / Batch History

Lot / Batch / Serial

Complete Lot / Batch TrackingLot Master

Expiration Date

Lot Workbench

Lot History

Lot Allocation

Production

Production Order Demand

RF Component Pick & Delivery

Production Line Restocking

Finished Goods Receipt

Location Assignment

Putaway Label (License Plate)

RF Directed Putaway

INBOUND (CONTINUED)Procure to Pay

Key Strengths

ADVANCED

INBOUND

Inbound Container Management

Load/Container Receiving

ASN Receiving

Returns

Rules Driven Locating

Receiving

Container Management

Multiple PO’s on Container

RF Receive against inbound shipment

Receive / Sort / Palletize

Multiple Unit of Measures

License Plate Number (LPN)

ASN Label, Print

Capture Information

PO, Shipment, Trailer

SKU, Quantity, Disposition

Lot, Expiration Date, Serial Number

Catch Weight

Inbound Receiving…

License

PlateLabor

Tracking

Work

Transactions

Supplier

Scorecard

KPI Statistics / Exceptions

Load Planning

Load Planning Workbench

Automated / Manual Load Building

Order / Line / Partial Line Selection

Order Splitting

Pack Quantity Override

PO-1 PO-3PO-2

Post Freight

Post freight costs to po

Apportion to item level

Landed costs

Configurable posting to G/L

Freight accrual/expense

Quality/Sampling

Planned

Simple or Complex

Quality Tests

Auto-Hold/Release

OUTBOUNDOrder to Cash

Key Strengths

OUTBOUND

Order Entry Enhancements

Deferred Reservation

Whs/Site at Order Entry

Location at Wave

Rules Based Reservation

Rate Shopping

Order Planning

Wave and Load Planning

Optimization (Workflow)

Work Creation and Labor Tracking

Integrated Transportation

TMS Solution Map – Transportation Consumer / Shipper

Load Planning RatingFreight

Reconciliation

Dock

appointmentRouting Shipping

Carrier

Management

Document

generation

Manual In-

/outbound

planning

Rate shopping for

multi segments

and modes

Manual freight bill

matching

Dock

appointment

scheduling

Route planning

(Guide with hubs

and constraints)

TMS Pack & ShipParcel Carrier

Support

Bill of Lading and

packing slip

Multi-shipment

load

Accessorial and

fuel surcharges

Automated freight

bill audit

Appointment

history and

exceptions

Hub consolidationRetail Store

ShippingLTL / TL Support ASN 856

Qty. Split order

planning

Override charges

and discounting

Integration to AP

module

Driver check-in

and check out

Shipment

numbering in load

US Postal Service

SupportShipping Label

Load build

capacity

calculation

Manual

transportation

tender process

Door / Staging

Area Scheduling /

Planning

Direct Delivery

Routing

Carrier Account

Assignment / Alias

Shipping

Trailer Manifest

Return Order

Planning

COD Charge

Handling

Carrier

Assignment Wave

Step

Service Areas Load Manifest

In Transit

Planning

Stop Off / Pick Up

FeesTransit Times

Transfer Order

Landed Costs

Freight

Apportionment by

Volume

TL and LTL

Rail / Ocean / Intermodal

Commodity Code (STCC)

Flat Rate / Per Container

Cube Feet Limits

Rail / Vessel Schedule

Intermodal

Parcel

Parcel

Rating

Electronic

Manifesting

Tracking

Number

Rating

Compliant

Labels

Proof of

Delivery

Electronic

Upload

Rate Shop

Order Plan vs. Load Plan

Two major ways most companies plan outbound shipments

Order/Shipment based – select and group based on order attributes

Load based – group orders into routes/loads

WAX/TRAX support both flows in one application

Load Planning

Load Planning Workbench

Automated / Manual Load Building

Order / Line / Partial Line Selection

Order Splitting

Pack Quantity Override

PO-1 PO-3PO-2

Wave Output

Wave Processing

Wave Planning

Order Selection

Reservation

(Allocation)

Load Building

ReplenContainer Building

Work Creation

Documents and

Integrations

Work Release

Prioritized WorkLocation Allocation

Container Building

Determine Optimal Cartons, Pallets (containers)

Considers Numerous CriteriaBased on Multiple Criteria

Item Dimensions and units of measure

Eligible Carton Types and Sizes

Co-packing rules, Pick Sequence, etc.

Nested containers

Master pack

Pallet build

Enables picking/labeling strategies

Picking Strategies

Deploy multiple strategies within a

single site

Cluster Picking

Work

Instructions

X 1

Y 2

Y 3

Z 1

X

Y

Z

Order A

• X 1 unit

• Y 2 units

Order B

• Y 3 units

• Z 1 unit

A

B

Pick & Pack

Validation (configurable)

LocationItem / DimensionsQuantityLicense Plate

Work ExecutionPaperRF Pick and PackPaper Pick, PC Based Packing

CaptureLot / Batch NumberSerial NumberCatch WeightDefinable Data

Work

Consolidate Work Queue

Packing/Manifesting

Dock Management

Shipping Dock Workflow Controlled…

Shipment Staging

Quality Checks

Pallet Building

Dock Door Assignment

RF Loading

Ship Confirm

TRAXTransportation for AX

Transportation Planning & Execution

Integrated TMS

ManufacturingPurchasingOrder

ManagementBusiness

IntelligenceFinancialsCRM

CORE

PLAN

NIN

G Inbound

Outbound

Load Planning

Route Planning

Consolidation

Shipment Tracking

RATI

NG Rate Shop

Best Way

Parcel

LTL

TL

Ocean

Rail

Freight ApportionRO

UTI

NG Route Guide

Multi-Stop

Intermodal

Zone Skipping

LTL Pooling

Contract

Commitments

CARR

IER

PORT

AL Appointment

Scheduling

Load Tendering

Shipment Status

Freight Bill Upload

Freight Forwarder

INVENTORY MANAGEMENT PT. 2

Key Strengths

INVENTORY

Real-time Cycle Count

Automated Replenishment

RF Transfers and Adjustments

RF Inventory Inquiry

Cycle Count Processing

Cycle count creation

Item, Location characteristics

Manual or system generated

Exception driven cycle counts

Short Pick

Damaged Product

Putaway Exceptions

Real-time Cycle count

RF cycle count execution

Immediate inventory updates, or hold for approval

Does NOT freeze location for pending count

Replenishment

Automatic Replenishment

Identify Replenishment needs Automatic Schedule Manual Min – Max Capacity Allocation Rules

Replenishment Work RF Work Execution Priority Driven

Pick LocationsReserve Locations

Summary Value

Single Version of the Truth

No Data Duplication; Items, Inventory, Etc.

EMBEDDED vs. Integrated

Single Platform Solution

Lower Total Cost of Ownership

Continuous Decision Support Platform

Extensible Dynamics AX Infrastructure

Takeaways/Advice

This Is Another Module. Understand the Scope. Brand New Concepts, and

Changes To Existing Ones

Seek Experts (Versus AX “I Went to Training”) Resources

Processes Before Software (Every Customer Has Different Profiles, Different

Needs, And Different Flows Work Best)

Keep Initial Deployment As Simple As Possible If No WMS Prior (Big Change for

Users)

Transportation (and WMS) Impacts Every Department

BH IP Portfolio

Parcel

Parcel Rating

Electronic Manifesting

Tracking Number

Rating

Compliant Labels

Proof of Delivery

Electronic Upload

MHAX

Thank You