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

2. Warehouse Management

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. 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.

12. 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.

13. 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.

14. 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.

15. 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.

16. 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.

17. 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.

18. Transportation Management

19. 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.

20. 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.

21. 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.

22. 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.

23. 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).

24. Q & A

25. Speaker contact info
Stephan Kallus
Microsoft 25