The Features and Functions of WMS and TMS Stephan Kallus, Microsoft

Warehouse Management

Why another warehouse management system? Microsoft Dynamics 5/9/2018 Why another warehouse management system? Use of mobile devices Reservation logic WMS II “not ideal” © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Overview of warehouse management Microsoft Dynamics 5/9/2018 Overview of warehouse management Workflows Picking and packing Wave processing Inventory counting Containerization Mobile devices © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Workflow in Warehouse Management Microsoft Dynamics 5/9/2018 Workflow in Warehouse Management Flag: “Use warehouse management processes” Location Directives Work Templates Work Class © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Location Directives Microsoft Dynamics 5/9/2018 © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Work Templates Microsoft Dynamics 5/9/2018 © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Process Flow Overview Inbound Process Flows Outbound Process Flows Microsoft Dynamics 5/9/2018 Process Flow Overview Inbound Process Flows Purchase Orders Transfer Receipts Return Orders Outbound Process Flows Sales Orders Transfer Orders Production Process Flows Raw Material Picking Finished Goods Reporting © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Dynamics 5/9/2018 © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Dimension Groups Storage Dimension Group Tracking Dimension Group Microsoft Dynamics 5/9/2018 Dimension Groups Storage Dimension Group Tracking Dimension Group Product Dimension Group Reservation Hierarchy © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

UOM Sequence Group Unit Sequence Group ID UOM Conversion Microsoft Dynamics 5/9/2018 UOM Sequence Group Unit Sequence Group ID UOM Conversion License Plate Grouping License Plate Packing Type © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Inventory Status Status Types Inventory Blocking Status Changing Microsoft Dynamics 5/9/2018 Inventory Status Status Types Inventory Blocking Status Changing © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Review / Demo Purchase Order Processing Location Directives Microsoft Dynamics 5/9/2018 Review / Demo Purchase Order Processing Location Directives Work Template Mobile Device Setup WM Inbound Parameters © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Outbound Process Overview Microsoft Dynamics 5/9/2018 Outbound Process Overview Item # Site # Warehouse # Inventory Status # Location # License Plate # Batch # Serial Number Sales Orders Reservation Hierarchy AX Reservation Release To Warehouse Deferred Reservations AX WMS © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Location Directives Work Type: Pick Put Pair Allow Split Batch Enabled Microsoft Dynamics 5/9/2018 Location Directives Work Type: Pick Put Pair Allow Split Batch Enabled Strategy © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Work Creation Location Directive and Work Templates Microsoft Dynamics 5/9/2018 Work Creation Location Directive and Work Templates Automatically Process Work Break Custom Code Stop Flag Mandatory Flag Work Class ID © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Order Processing Release To Warehouse Wave Template Microsoft Dynamics 5/9/2018 Order Processing Release To Warehouse Wave Template © 2013 Microsoft Corporation. All rights reserved. Microsoft, Windows, and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Transportation Management

Overview of Transportation Management Scenario How Transportation management can help Use external logistics providers for transportation activities. Use Transportation management for inbound and/or outbound transportation. The company’s own fleet is available for delivery/pickup, and delivery charges are passed on to customers. For the outbound processes, you can use Transportation management to determine the transportation charges and pass them on to customers. However, the carrier invoice reconciliation process isn’t required. The company’s own fleet is available for delivery/pickup, but delivery charges aren’t passed on to customers, because product prices include transportation. A lot of the Transportation management functionality isn’t required. However, you can use Transportation management to determine the transportation rates and adjust the sales price accordingly. Logistics service is provided by another legal entity in the same company. You can use Transportation management by treating the other legal entity like any other shipping carrier. You can’t automate the economic transactions between legal entities. Therefore, you must handle these transactions manually (for example, by creating a purchase order). In the legal entity that provides the logistics services, Transportation management can be used to determine transportation rates. Transportation management lets you use manage your company’s transportation, and also lets you identify vendor and routing solutions for inbound and outbound orders. For example, you can identify the fastest route or the least expensive rate for a shipment. The following table describes the main scenarios for using Transportation management in Microsoft Dynamics AX.

Planning transportation In Transportation management, transportation planning can be based either on orders or on the shipments that are created based on those orders. The shipments always exist at some point in time but aren’t required for transportation planning. Transfer orders are part of the outbound scenario and can be planned together with sales orders.

Inbound transportation When you order items from a vendor, and the items must be delivered to your warehouse, you might want to arrange the transport of the items yourself. You can use Dynamics AX to plan the transportation and receipt of the inbound load. The following illustration shows the business process flow for planning transportation for an inbound load.

Outbound transportation When you order items from a vendor, and the items must be delivered to your warehouse, you might want to arrange the transport of the items yourself. You can use Dynamics AX to plan the You can plan and process an outbound load to ship specific items from a company’s warehouse to a customer. You can use Dynamics AX to plan the transportation and shipping of an outbound load. The following illustration shows the business process flow for planning and processing outbound loads for shipping.

Load building and rating Dynamics AX provides a load building strategy that is named the Volume-based load building strategy. This strategy lets you use the maximum values that are specified for height and weight in the load template, or you can override the settings by entering new values. To use this strategy, select it in the Load building strategy field on the Setup FastTab on the Load building workbench page. In addition, you can add your own load-building strategies by creating a new class in the Application Object Tree (AOT).

Q & A

Speaker contact info Stephan Kallus Microsoft stephan.kallus@microsoft.com 25