introduction to dynamics ax r3 whs/tms

1 © ArmaninoLLP | amllp.com © ArmaninoLLP | amllp.com

Introduction to Dynamics AX R3 WHS/TMS

September 2014

2 © ArmaninoLLP | amllp.com

• Speaker Introduction

• Introduce WHS Features

• R3 WHS and WMSII

• Key Configuration for WHS

• Inbound Process Example

• Sales Order Shipping Process Example

• Introduce TMS Features

• Rate/Route Example

• Replenishment

• Inventory Transactions

• Production Transactions

R3: What’s New: Warehouse/Transportation Management

Warehouse Management

• Work Templates

o Monitor the processing and the amount of work in a warehouse, push work to dedicated

warehouse workers, and trace completed work.

• Location Directives

o Inbound / outbound material flow and storage within the warehouse.

• Deferred Reservation Strategy

o Defer reservation details beyond the point of entering an order. The deferred reservation strategy

is based on a reservation hierarchy, which you can assign to inventory items.

• Inventory Status Storage Dimensions

o Inventory blocking, material planning and reservation capabilities.

• Wave Processing

o Create and release outbound work through automatic or manual processing of waves.

• Containerization

o Set up container groups to sequence packing processes and create templates that support

packing strategies.

• Mobile Devices

WHS Features

WMS and WHS Release History

In AX 2012 R3 WMSII and WHS are mutually exclusive.

Version WMSI WMSII WHS/TMS

2009 X X

2012 & 2012 R2 X X

WHS and WMSII in R3

Advanced Warehousing (WHS)

• License Plates

• Work Templates & Work

• Location Directives

• Reservation Hierarchy

• Wave Processing

• Target License Plates

• Containerization

• Mobile Device Integration

**Required to run Transportation

Management (TMS)

Warehouse Management (WMSII)

• Pallets

• Pallet Transports

• Arrival Journal Processing

• Shipment Reservations

• Consolidated Picking

• Picking Pallets

• N/A

• ISV Solutions

• TMS not available

Note: Inventory is picked in R3 WHS when delivered to Dock Door.

Tasks – WMS Transports vs WHS Work

Configuration

R3 Advanced Warehousing

Configuration - License Plate

Configuration – Inventory Status

Configuration – Reservation Hierarchy

Batch above Location – Batch Reserved

prior to warehouse release

Batch below Location – Warehouse

Reserved prior to warehouse location

Configuration – Location Types & Profiles

Configuration – Location Flow

Locations

(Random)

Receive

Replenishment

• Pack

• Manifesting

• Load

Piece Pick

(Fixed)

• Staging

• TMS

• Load

License Plate Pick

(Bulk)

Configuration – Location Directive [Pallets to Bulk Inbound]

Configuration – Location Directive [Pieces to Pick Inbound]

Inbound Process

Inbound Process Demonstration

1. The Location Directive will find locations for directed put-away.

2. The Work Template will determine what steps need to take place.

3. The mobile device will create the work when it registers the PO.

4. The put away will be directed to location based upon unit of measure. • Full Pallets are stored in Bulk Locations • Pieces can be moved to Picking Locations

Inbound Process Demo – Purchase Transactions

1. Receive by Line 2. Receive by Item 3. ASN Receiving

One Step - Receive to User Location>Stocking Location

Two Step - Receive to Dock. Separate put away required

Mobile Client Testing - “WHSWorkExecute”

Inbound Demo – Register License Plate to Dock

Purchase Receive

Inbound Demo – Verify Material is in Stock

Inbound Demo – Put away to Bulk Location

Purchase Put-away

Inbound Demo – Register License Plate with “Blocking”

Purchase Receive

Inbound Demo – Verify Material is in Stock and Blocked

Inbound Demo – Explicitly Define “Blocking Location”

Inbound Demo – Dock to Stock Put Away to “Blocking Location”

Purchase Put-away

Shipping Process

Shipping Process Pyramid

Shipments

Orders

Shipping Process Demo – Automatic Release

Planning

Create

Lines to

Execute

Release

Process

Confirm

Load Planning - Shipment is automatically added to a New Load

Create Wave - Load is added to a new wave

Add Lines to Wave - Add all load lines for the sales order

Execute and Release Wave - Work is created for mobile device processing

Process Work - Material is picked, staged, and loaded

Ship Confirm - Final step in shipment processing

Note: Rating a shipment is optional, but must be done before Ship Confirm

Shipping Process Demo – Work Template Configuration

Shipping Process Demo – Location Directive [Pick License Plate]

Shipping Process Demo – Location Directive [Pick Eaches]

Shipping Process Demo – Location Directive [Put Staging]

Shipping Process Demo – Location Directive [Put Dock]

Shipping Process Demo – Wave Template

Shipping Process – Sales Order Release

Above Location Reservation is required to Release to Warehouse

Shipping Process Demo – Work

On-hand Inventory in Bulk Location 0001-001

On-hand Inventory in Pick Location 01-01-1

Shipping Process Demo – Pick License Plate from Bulk Location

Shipping Process Demo – Pick Pieces from Picking Location

Shipping Process Demo – Load Target License Plate to Truck

Transportation Management

Transportation Management Features

• Transportation Planning Optimize the shipping process based upon due date, cost, and equipment capacity.

• Rating Loads

Configure rating structures and shop for rates based on charges, such as fuel and customs duties.

• Routing

Set up route plans and route guides for complex transportation processes and determine carrier routes based on mode.

• Transportation Engines

Import logic that is used for automatic routing and rate selection.

• Appointment Scheduling

Set up appointment types and set up appointment notifications as batch jobs to track upcoming appointments. An option for instant appointments is also provided.

• Freight Reconciliation

Use an automatic or a manual process to reconcile freight bills with carrier invoices.

TMS Processing Demo – Load Planning Workbench

TMS Processing Demo – Rate Route Workbench

Inventory Features

Inventory Features - Replenishment

Stock picking locations from Bulk Storage Areas

1. Min/Max Replenishment • Set up min/max quantities for location and item • Batch Job runs to create work • Replenishment Templates

2. Demand Based Replenishment • Load Demand – Batch job runs and processes location query • Wave Demand – Work is generated when Wave is executed • Replenishment Work Template

Inventory Features – Additional Transactions

• Cycle Counting o Thresholds o Plans

Blind Count Guided Count

o Spot Counting

• Bin Movement

• Adjustments

• Transfer Order Processing

Ability to retain License Plate at To Warehouse

Production Integration

Production Transactions

• Raw Material Picking

– Staging

– Pick to Order

• Automatic Wave Creation at Release (Consolidation)

– Kanban Picking

– Batch Order Picking

– Production Picking

• Kanban Receipt

• Kanban Receipt Putaway

• Production Receipt

• Production Receipt Putaway

Thank you for your time.

introduction to dynamics ax r3 whs/tms

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