1. Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
© 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.

2. 4/17/2017 2:17 PM
Improvements in Distribution within AX2012 R3 focusing on inventory management
Philippe Jacobsen Senior Program Manager Lead
© 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.

3. Introduction
We are excited to share Microsoft Dynamics AX 2012 R3 with you…
This presentation contains Microsoft confidential information
Dynamics AX 2012 R3 is pre-release software and subject to change
Microsoft provides no license, express or implied, in this presentation
Please review and respect the disclaimer included in all printed and electronically distributed materials

4. Agenda
Picking workbench
Serial number improvements

5. Picking workbench in Microsoft Dynamics AX

6. What is it?
A logistic functionality from Retail acquisition – an opportunity
An enhancement to the WMSI picking functionality
No need for WMSII configuration key
It is an usability driven feature,
Leverage existing functionality
Add a comfort level on how to create picking lists
Not a UI enhancement project

7. Target market, positioning
Distribution, retail, fulfillment scenarios
Parcel picking, order picking, simple case picking
Not B2B advanced requirement, consolidated picking
Paper based operation
Only Sales Order
A supplement to Advanced Warehouse System (WHS)

8. Target market, positioning
Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
Target market, positioning
Central Warehouse WHS
Sales DC WMSI
Not Transfer
Sales Order
Stores
Direct sales
Regional DC WHS
Regional DC WMSII
© 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.

9. How does it work?
Create a batch of picking orders according to criteria
Set-up using Profiles
Orders can be split according to a boxing algorithm
Setup all items with physical measurement
Define a set of physical boxes
The boxing calculation will select boxes “bottom-up”
Fill-rate allows for flexibility in packing, weight included also as a restriction 10 4 1 10 4 1 10 4 1
Select 8
Select 12

10. How does it work? Allows for cart picking
Box size on top of the printed picking list
Pickers can select the various boxes
Picking route organized according to location sorting
Ship alone functionality supported too

11. Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
Demo
Picking workbench
© 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.

12. Summary Picking Workbench capabilities - not supported OOB by WMS I
Automatic release of sales orders per profile setup
Grouping of picking lists and report grouping
Split of picking routes per no. of lines
Calculation and assignment of box size
Split of picking routes per boxing logic
Split of picking routes per ship alone indicator

13. Summary Allows for quick enhancement of the picking functionality
Non invasive – easy to integrate
A supplement to the WHS offering

14. Serial numbers in Microsoft Dynamics AX

15. Standard serial number support
4/17/2017 2:17 PM
Standard serial number support
Serial number is an inventory tracking dimension
Serial numbers are tracked on inventory transactions
On-hand maintained per serial number
© 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.

16. Typical scenarios Receipts Put-away Pick Shipment Returns Consumption
Record serial numbers for tracking service and warranty obligations
Account for what serial numbers are on stock
Receipts
Put-away
Pick
Shipment
Locate specific serialized items in the warehouse
Reserve specific serialized items
Returns
Consumption
Production
Returns
Assign serial numbers in production
Trace serialized items to a specific production or product receipt

17. On-hand inventory table InventSum
Goal
Provide aggregated cost and quantities per item and inventory dimension
Table size proportional to inventory level
Unfulfilled demand and supply
Planned inventory level

18. On-hand inventory table InventSum
Goal
Provide aggregated cost and quantities per item and inventory dimension
Table size proportional to inventory level
Reality
One record per serial number
Closed records kept when items are sold
On-hand performance degrades over time
History of serialized items ever in inventory
Unfulfilled demand and supply
Planned inventory level

19. On-hand clean-up Closed on-hand entries Clean-up script
Represent items that have been sold
Cost and quantity is 0
On-hand for same tracking dimension will not re-appear in the future
On-hand entry will be re-created in case of returns
Clean-up script
Deletes closed on-hand entries for items with tracking dimensions
Possible to retain recently closed on-hand entries

20. Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
Demo
On-hand clean-up
© 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.

21. On-hand entries clean-up

22. Tracking serial numbers in the sales process

23. Service and warranty scenarios
Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
Service and warranty scenarios
Requirements
Was the item actually sold by us?
Which customer was the item sold to?
When was the item sold?
Has the item been returned?
Who returned the item?
When was the item returned?
Challenges
Large number of inventory transactions
Performance impact on
Inventory operations
On-hand queries
Invoice and packing slip postings
Solution
Do not treat serial numbers as inventory tracking dimensions
No serial numbers on inventory transactions
Track serial numbers in separate table
© 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.

24. Serial numbers in the sales process
Printed on physical items
Does not change form, fit and function
Registered at shipment
Not subject for reservation
Packing Slip
Invoice
Shipment
Item Tracing
Sales Pickup
Retail POS
Returns
Return Order
Credit Note

25. Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
Demo
Serial numbers in the sales process
© 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.

26. Data model Implementation goals Design choices
Support only specific processes
No change to existing reports
No additional inventory transactions
Scanner friendly registration
Retail POS integration
Design choices
Not an inventory dimension
Serial number dimension not active
New table, InventTrackingRegisterTrans

27. Possible future development
Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
Possible future development
3. Keep track of which serial numbers are on stock
5. Import serial numbers from external sources
Receipts
Put-away
Pick
Shipment
2. Register serial numbers upon product receipt
1. Register serial numbers in picking process
6. Check for duplicates
7. Validate serial number format
Returns
Consumption
Production
Returns
8. Return of purchased, serialized items
4. Bill of serials
© 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.

28. In-market efforts

29. Microsoft Dynamics AX Technical Conference 2013
4/17/2017 2:17 PM
In market
Reduce posting pallet time
Enable asynchronous financial posting using batch framework
Synchronous
Scheduled batch
Periodic batch
Pallet movement status form
HF #:
Faster creation of on-hand counting journal
Group queries to InventSum table in one transaction at the beginning of the processing
HF #:
© 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.

30. Scheduled batch - Reduce posting pallet time
A batch job will be automatically created to do the financial posting of the pallet move. Batch jobs resulting from “Scheduled batch” pallet movement will have the description “Pallet movement” as shown in the Batch jobs form below.

31. Periodic batch - Reduce posting pallet time
Periodic batch is similar to Scheduled batch with the exception that periodic batch allows you to flexibly define how to run the batch job. The recommendation is that you define one or more batch groups for the periodic batch.
In form Inventory and warehouse management>Periodic>F inancially update pallet movement you define the criteria for the batch job.

32. Pallet movement status
In form Inventory and warehouse management>Periodic>Cle anup>Pallet movement status you can monitor pallet movements physically moved awaiting financial posting. This form shows pallet movements that are not yet financially updated.

33. THANK YOU for attending!
4/17/2017 2:17 PM
THANK YOU for attending!
Your feedback is extremely important, please complete an evaluation using one of the following options:
On the fly from the mobile event app
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Via the Dynamics AX Technical Conference website:
© 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.

34. Disclaimer
This presentation contains Microsoft Confidential Information. Microsoft may use any suggestions, comments, or other feedback that you provide for any purpose without obligation. This presentation is provided for informational and training purposes only. It represents Microsoft’s view as of the presentation date. Microsoft cannot guarantee the accuracy of any information after the presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted as a commitment on Microsoft’s part. This presentation is provided “as-is”.
Microsoft Dynamics AX 2012 R3 is pre-release software under development. All dates, features, and descriptions specified are preliminary, are based on current expectations, and are subject to change at any time without notice.
Sample code included in this presentation is made available AS IS.  THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF ANY SAMPLE CODE REMAINS WITH THE USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE (EXPRESS OR IMPLIED, BY ESTOPPEL OR OTHERWISE) TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION.
© 2014 Microsoft Corporation. All rights reserved.

35. 4/17/2017 2:17 PM
© 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.
© 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.