AX2012 R3 WHS/TMS
Introduction
Bill Ducat – Director of Supply Chain, Blue Horseshoe
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