2014 Winter - AXUG Magazine

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FOCUSING ON SUPPLY CHAIN MOBILITY & DATA TRENDS CELEBRATING AXUG SUMMIT

contents winter 2014 | www.AXUG.com

7).4%2 s 777 !85' #/-

FOCUSING ON SUPPLY CHAIN MOBILITY & DATA TRENDS CELEBRATING AXUG SUMMIT

In Every Issue 5 7 8 12 23 25 28 37 39 45

From the Director Events Regional Chapter News Welcome to Our New Members Name That Photo Contest Volunteer of the Quarter Find the Logo Contest Word Find Academy Corner The AX List, from The Partner Channel

Features 10 13 14

Meet the Leaders

16 18

Breaking Down EDI

22

Microsoft Member Showcase C. Venkatesh

24 26

Display Pack Pushes the Envelope

27

Tips & Tricks More Readable Reports

29

Industry Showcase Oil and Gas

32

VAR Partner Member Showcase Blue Horseshoe

34 36

Inbound Tips for Turbocharging Your Warehouse

38

ISV Partner Member Showcase TARGIT

41 42

On Topic with AXUG Members

Advertiser Index Altec . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Arbela Technologies . . . . . . . . . . . . . . . . . . . . 2 AXtension . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Bottomline Technologies . . . . . . . . . . . . . . . . . 6 Client Strategy Group . . . . . . . . . . . . . . . . . . . 4 eNSYNC Solutions, Inc. . . . . . . . . . . . . . . . . . 44 MetaViewer from MetaďŹ le . . . . . . . . . . . . . . . 60 Microsoft Convergence 2014 . . . . . . . . . . . . . 7 Radley Corporation . . . . . . . . . . . . . . . . . . . . 59 Sandler*Kahne Software, Inc. . . . . . . . . . . . 33 TARGIT . . . . . . . . . . . . . . . . . . . . . . . . . . . .30-31 WatServ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Top Collaborate Discussions User Member Showcase Wirtz Beverage Group Tips & Tricks Embedding Power View Dashboards

Tips & Tricks Streamlining Budgeting and Forecasting

Tips & Tricks From Power View to Cube and Back Again

Celebrating AXUG Summit 2013 Winter 2014 | 3

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letter

Goingfrom to the the Next Level... axug director Sherry Linares

On a Roll to Grow in 2014

Frank Vukovits, Jr.

OW, what a couple months it has been in the Microsoft Dynamics AX User community. From a record AXUG® Summit in Tampa, to exciting announcements on the Microsoft Dynamics AX product front, to a great User group day at Convergence EMEA in Barcelona, things have been hopping!

With everything going on, it might be easy to forget about the theme of this month’s magazine and instead just focus on all these great events and announcements, but that would be a mistake.

Many Members have told me over the past two years how much they enjoy the magazine and the themes covered. This issue is no different, with the theme of Supply Chain Management (SCM).

I can remember when I first installed Axapta back in 2002. At that time, there was a Warehouse One and Warehouse Two module that provided some pretty cool functionality to help in our warehouse and distribution areas. A lot has changed since then, with more and more SCM functionality being included in both the base Microsoft Dynamics AX product and supplemented by many great add-ons from the ISV channel. As technology has evolved at the same time, with slates and smartphones, the needs of Users in the SCM area has changed, and Microsoft Dynamics AX has continued to meet that demand. The recent announcements around new SCM functionality in Microsoft Dynamics AX 2012 R3 are just the latest example of the growth of the product in these areas. That’s a lot to keep track of, but in this issue, we highlight many of these items and also spend time reviewing some “old school” SCM content like EDI. Even back in 2002, my company had EDI needs with Axapta. The need for EDI hasn’t changed, and our panel discussion provides a great overview.

Please take the time to read this issue front to back. The tips and tricks can be applied immediately to help you be more successful with Microsoft Dynamics AX. The SCM content will explain how Microsoft Dynamics AX can enable your company to do more both internally and externally to improve your warehouse and distribution operations. SCM, much like business intelligence, continues to evolve, which was a top reason for addressing it in this issue.

There’s also information about AXUG Summit and the success of 1,000 Members converging in sunny Tampa for a week of unparalleled networking and knowledge sharing. Yes, AXUG Summit 2013 was truly a great event, with more than 230 breakout sessions, a motivating keynote from coach Tony Dungy, the huge Expo Hall, and the 5 o’clock Somewhere Regional Chapter session where a couple hundred AXUG Members met with Users from their city or region. I would be remiss not to thank the 130 speakers, numerous volunteers, and AXUG staff that all contributed to make Summit such a success. The bar will be raised even higher in St. Louis for the 10th AXUG Summit, but I believe the AXUG community is up to the challenge!

Finally, I want to remind the AXUG community to continue to use the AXUG Collaborate tool as your “one stop shop” for knowledge sharing and networking. Since we rolled out Community.

AXUG.com at Convergence 2013, thousands of AXUG Members have created profiles, joined the 30+ online communities, and posted hundreds of questions and replies in the discussion boards. AXUG Collaborate continues to grow, so if you have not taken advantage of this great AXUG benefit, there’s no time like the present to do so. I promise you will not be disappointed.

See you in Atlanta for Convergence 2014, or perhaps at an upcoming AXUG Regional Chapter or Global Branch meeting!

W

Frank Vukovits, Jr. Director – Programming, AXUG Winter 2014 | 5

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events sessions meetings courses

The event calendar on www.AXUG.com and the weekly AXUG® newsletter are your best sources for the latest AXUG event information as this list is subject to change. Events are added weekly, so check back often and get registered for the next exciting AXUG event.

AXPC PreGAME

AXUG Summit 2014

MARCH 3 | OMNI HOTEL AT CNN CENTER | ATLANTA, GEORGIA www.AXpartnerconnections.com

WEEK OF OCTOBER 12-17 | ST. LOUIS, MISSOURI www.AXUGsummit.com

Microsoft Dynamics Convergence 2014

Regional Chapter/Global Branch Meetings

MARCH 4-7 | ATLANTA, GEORGIA www.microsoft.com/dynamics/convergence/atlanta14

The Partner Connections Event OCTOBER 12-14 | ST. LOUIS, MISSOURI www.thepartnerconnectionsevent.com

JANUARY 23 – United Kingdom (England) | Reading, London JANUARY 29 – Denmark | Hellerup FEBRUARY 12 – Carolinas| Charlotte, North Carolina FEBRUARY 12 – United Kingdom (Scotland) | Edinburg, Scotland FEBRUARY 20 – Italy | Milan FEBRUARY 20 – Ireland | Dublin FEBRUARY 20 – Norway FEBRUARY 20 – Spain | Madrid APRIL 15 – Netherlands

12,000 Microsoft Dynamics community members can’t be wrong.

The premier Microsoft Dynamics event is happening in Atlanta, GA, March 4–7, 2014.

Here are just a few things you can look forward to: Learn.

See how you can make your life easier when you get back to work.

Connect.

Find out how others successfully use Microsoft Dynamics.

Expand.

Visit the Expo Hall and see how the latest innovations bring new value to Microsoft Dynamics.

Discover.

Watch Microsoft experts demo the new releases and talk about the product roadmaps.

Envision.

Hear where Microsoft executives and analysts think the industry is going.

Enjoy.

Hang out with new friends at evening events and listen to a GRAMMYwinning band at the Closing Celebration.

March 4–7, 2014 / Atlanta, GA

Register today and start planning your trip to Atlanta! To find out more or to register online, visit: www.microsoft.com/convergence

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news regional chapter news

Minnesota Chapter Heads to North Dakota for September Meeting

by Pat Ryan, chapter leader For several years, the Minnesota Chapter of AXUG® has made an annual trip to the Fargo, North Dakota campus of Microsoft. It is a trip that everyone looks forward to and is not limited to Minnesota Chapter Members – all AXUG Members are welcome! This year we met for two days of sessions and networking in mid-September.

There were more than 80 Microsoft Dynamics AX Users in attendance – the largest turnout we’ve had to date. Outside of AXUG Summit, this was the largest AXUG-sponsored event of the year. Microsoft did an outstanding job of hosting us at their Executive Briefing Center on the Fargo campus. Lunches were included, and we enjoyed a reception with dinner one night.

Because we met at the Fargo campus, many Microsoft Dynamics AX engineers and product managers were available to give us a number of excellent presentations. The presentations were divided into two tracks: technical and functional. In all, there were more than 20 presentations given by Microsoft and Partners on a large

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variety of topics. A tour of the Microsoft campus was included, and there were numerous opportunities for networking with other Microsoft Dynamics AX Users and for meeting with Microsoft experts.

We are all looking forward to next year’s meeting, which is planned again for September. Join us!

Outside of AXUG Summit, this was the largest AXUG-sponsored event of the year.

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news regional chapter news

New Life for the New England Chapter

by Barbara Maraglia, chapter leader I have been involved with the New England Chapter of AXUG since January 2011. The group was formed prior to this time but had gone inactive until Green Beacon stepped in to help revive momentum in the New England area. The efforts have paid off, and we have been meeting every quarter since with an average of 22 attendees.

Mark Erikson and I organize the meetings as best we can around the needs of the group. Part of our agenda is a roundtable where we openly discuss current issues or things we’d like to see in the future.

It is from these roundtables that we are able to assess the needs of the meeting population and start our search for relevant meeting sponsorship. A number of vendors have graciously stepped up to the task and provided us with presentations around electronic document capture, BI, and reporting solutions as well as EDI. Since the majority of our Member companies are running Microsoft Dynamics AX 2009, our most recent undertaking is to get help understanding Microsoft Dynamics AX 2012 and the future roadmap of the solution so we can make the best decisions possible for our respective companies.

It’s been amazing to me that as a group we have so many similar struggles, and that in some cases, we are able to jointly work on solutions. Through my involvement with this group, we have been able to identify a mutual need and hire developers to work on solutions while splitting costs. Situations like this are definitely win-win for all involved.

One thing that I believe has made us stronger as a group is that we continue to communicate with each other outside of our regular quarterly meetings. Our group is on LinkedIn, so it’s simple for anyone at any time to get assistance. We also try to keep an updated list of folks who have attended our meetings so if we need topic clarity, it’s easy to reach out to the group, but more importantly, we are able to send personal reminders of planned meeting agendas and meeting dates to the group to help keep them engaged between meetings.

Last summer we changed up our regular meeting agenda a bit by meeting at one of our Member companies. This was the most attended meeting yet with 39 in attendance! It was fun to see how they use Microsoft Dynamics AX, what they do outside of Microsoft Dynamics AX that needs to then interface with it, and to understand more about their company in general. We hope to be able to do more of this down the road either by visiting a Member company or by having them present at our regular meeting.

I don’t see 2014 being much different for us. We will continue to solicit topic suggestions from our group so the meetings are meaningful and worthwhile for our Members to attend. Our quarterly meetings are already booked for January, April, July, and October, and we hope to continue delivering topics our Members are interested in as well as growing the average meeting size.

AXUG TOLA Looks for a Great Year Ahead

by Eric Hintz, chapter leader The recent AXUG® TOLA (Texas, Oklahoma, Louisiana, and Arkansas) Regional Chapter meeting in Houston was a success!

Twenty attendees were present to share User experiences and learn from one another. Clive Wiley from TARGIT gave a terrific presentation on the company’s business intelligence (BI) platform.

Another great component of the meeting was the Customer experience presentation. Arhan Dundan from Gurwitch Products showed how his company utilizes Microsoft Dynamics AX in its business, including how the solution interacts with eCommerce, EDI, and other third party integrations.

Planning for 2014 rounded out the meeting. Members provided feedback, ideas, and input, and topics of interest and potential speakers/vendors for the year ahead were identified. AXUG TOLA looks forward to a tremendous 2014!

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A G U U X X AX A G A G UG UG XU XU AX U XU XU AX AX A G A G UG A G G G UG U XU X AX A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG UG AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U U X X A A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A U U XU X AX A G A G A UG UG G G G U G U XU X X A A A U XU AXU AX AX G A G A UG UG XU G G G UG U XU XU AX AX G A G XU X AX A G G U U A G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A XU X AX A G A G UG UG X U A X U G G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G A A G G U U X X A A G

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leaders mee t your a xug le aders

Barbara Maraglia COMPANY Organogenesis TITLE senior business analyst EMAIL Bmaraglia@organo.com

How long have you been a Regional Chapter/Global Branch leader?

Since about June 2011. The New England Chapter had been dormant for some time, and Green Beacon got us going again in January 2011. At that time, they introduced about 15 of us to AXUG and asked for a couple of folks to step up and lead the group. I, along with Mark Erikson of Bemis Associates, Inc., stepped up and have been co-leading the chapter ever since.

What’s the most valuable aspect of the chapter/branch meetings?

The networking. You can’t put a price on the knowledge and training you get from your peers. To also find out that you have similar requirements and can combine efforts on projects has been a big help. Our chapter meets once per quarter, and we always make sure there is time for our roundtable discussions. There is so much knowledge in the room that it’s been very useful to tap into everyone’s knowledge. Not one person knows the answer; rather it’s a combination of people that makes our chapter work more as an extended team instead of separate companies.

What do you enjoy most about your AXUG membership?

The expertise we have the ability to tap into. Regardless if someone is with a Member company, a Partner, or a vendor, we all get the time to share our knowledge and help each other learn and grow.

What was your favorite topic at a past chapter/branch meeting?

One thing I think we have been good about with our chapter meetings is to highlight Partner companies that meet the interests of the majority of our Members. Every single one of these topics has had something that could be applied back at the office. I for one can’t pin-point a favorite topic and hope that the group feels the same way.

Eric Hintz COMPANY FCC Environmental TITLE senior research analyst EMAIL Eric.hintz@ fccenvironmental.com

How long have you been a Regional Chapter/Global Branch leader?

Since July 2013 What’s the most valuable aspect of the chapter/branch meetings?

Networking with other Microsoft Dynamics AX Users and learning from their experiences are the two most valuable items of regional meetings. It is a great feeling to learn about a fix another company found that would solve the same issue that my company is having. Having vendors showcase a product or solution also helps because I can ask more detailed questions about the product to the speaker than simply going to the vendor’s website to view general information about the product.

What do you enjoy most about your AXUG membership?

There are two main reasons I enjoy my AXUG Premium membership. First, the annual AXUG Summit is worth its weight in gold. My company is an AXUG Premium Member and receives a discount on registration which saves several hundred dollars. I network with peers who have similar Microsoft Dynamics AX modules and customizations as me. I also take academy-led training at AXUG Summit, and I always learn better ways to utilize Microsoft Dynamics AX. Second, I enjoy the regional meetings. I love finding local Microsoft Dynamics AX Users that I can network with. The chapter meeting is a short drive which saves time and money.

What was your favorite topic at a past chapter/branch meeting?

The Customer experience portion of the meeting was most valuable. The Microsoft Dynamics AX end User explained how his company used Microsoft Dynamics AX with several other integrations. He explained the challenges and lessons learned of choosing a Microsoft Dynamics AX implementation Partner, his current challenges, and the desired future state of his ERP. The Customer experience story is an invaluable part of the chapter meeting.

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A G U U X X AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG AX G A G A G UG U XU X AX A U U XU X AX A G A G UG UG G G G UG U XU X AX A A A U XU AXU AX AX G A G A UG UG XU G G G U U X X A A G XU AX AX A G A G UG UG XU XU G UG UG XU XU AXU AX AX G A G XU AX AX A G A G G U U X G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A XU AX AX G A G A UG UG XU X U G G A G G UG UG XU XU AX AX A U XU AXU AX AX A G A G A UG UG X U G G A X U A X U G G A U XU AXU AX AX G A G A UG UG XU G G A X U A X U G G XU AX AX A G A G A UG UG XU XU G U G U XU X X A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G A A G G U U X X A A G

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leaders mee t your a xug le aders

Felipe Feijo COMPANY IIMAK TITLE CFO EMAIL Felipe@iimak.com.br

How long have you been a Regional Chapter/Global Branch leader?

I have been one of the leaders of AXUG Brazil since 2011.

What’s the most valuable aspect of the chapter/branch meetings?

The most relevant aspect is the opportunity for Users to share experiences with other “hands-on workers” and also to promote collaboration with Microsoft teams for the constant improvement of Microsoft Dynamics as well as better communication between Users, Partners, and Microsoft.

What do you enjoy most about your AXUG membership?

The volunteer spirit of the people in AXUG is what most motivates me to work hard in building a stronger Microsoft Dynamics ecosystem.

What was your favorite topic at a past chapter/branch meeting?

Business intelligence (BI) is one of my favorite topics as well as the interactive session which is a unique and innovative way to learn about Microsoft Dynamics.

Patrick Ryan COMPANY Marshalltown Company TITLE information engineering director EMAIL Patr@marshalltown.com

How long have you been a Regional Chapter/Global Branch leader?

I am a first-year branch leader.

What’s the most valuable aspect of the chapter/branch meetings?

Networking with other Users and learning about their experiences with Microsoft Dynamics AX. What do you enjoy most about your AXUG® membership?

Interaction with other Users and chapter meetings. I really like the way the AXUG website and Collaborate is growing with features and information.

What was your favorite topic at a past chapter/branch meeting?

The annual Fargo trip is always the highlight of the year.

Winter 2014 | 11

XU AX AX A G A G G U U X G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U G U XU X A A X G UG UG XU XU AX AX A G A G A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG UG AX G A G A G UG U XU X AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG U AX G A G A UG UG XU XU AX AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A G G U U X X A A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A U U XU X AX A G A G A UG UG G G G U G U XU X X A A A U XU AXU AX AX G A G A UG UG XU G G G UG U XU XU AX AX G A G XU X AX A G G U U A G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG AX A A G G U U X X A XU X AX A G A G UG UG X U A X U G G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG A G G U U X X A U XU AXU AX AX A G A G UG UG A X U G G AX A G A G UG UG XU XU AX A A X U G UG UG XU XU AX AX G A G A UG XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G UG UG XU XU AX AX G A G A U

members welcome to our new members

Welcome to the new Members who have invested in AXUG® Premium membership and Partner membership this year! Each new Member adds value not only to their own organization, but also to the entire AXUG community as they share their knowledge and experiences. Please note that these organizations have given AXUG permission to share their name publicly.

Premium Members Added Last Quarter ALCO Stores Inc. Bonita Packing Co. Britomart Group Management Company

Mid-Continent Instruments and Avionics Norbord Inc. Ocean View Engineering

Depomed, Inc.

Omnicom Media Group

Dynamics User Group

Pierre-Fabre laboratories PFSA

Enventure Global Technology FuelCell Energy, Inc. GI Jaipur Rugs Inc Leatherman Tool Group Longitude 80 Dairies, Inc & Subsidiaries

Prenco Progress and Engineering Corporation Ltd. Primcogent Solutions Rodofort S/A Sokol and Company Teledyne Technologies

Lyle Signs, Inc.

Tip Top Poultry, Inc.

Merit Brass

Travel Alberta

Metal-Matic, Inc.

Uniform Advantage

Metrohm USA

Victrex Plc

MHPM Project Managers Inc

WESCO X-FAB Texas, Inc.

Premium Partner Members Added Last Quarter k-eCommerce UXC Eclipse

12 | AXUG Magazine

Lyle Signs, Inc. This quarter we’re featuring Lyle Signs, Inc. sharing a little about who they are and what they do.

Lyle Signs, Inc., headquartered in Eden Prairie, Minnesota, is the leading manufacturer of traffic, regulatory, and safety signs in the United States. The company has been shipping regulatory signs nationwide for nearly 100 years. Its experience with reflective sheeting dates back to the 1930s. Lyle Signs is committed to providing the best service and best sign possible.

“We decided to upgrade from a basic Membership to the Premium membership because it provides us with more User interaction, information, and a place to network with other Microsoft Dynamics AX Users,” says Donna L. Convey, IT manager at Lyle Signs. “The ability to connect with other Members provides additional resources for implementing and upgrading Microsoft Dynamics AX.” Thank you to Donna and Lyle Signs for moving from basic to Premium membership!

If you, too, want to explore the benefits of AXUG Premium membership and take advantage of membership opportunities, simply visit www.AXUG.com > Join AXUG. Our Premium Members are the lifeblood of our organization and enable us to continue to provide valuable networking, educational events, and solutionspecific programming.

AXUG

TOP COLLABORATE DISCUSSIONS

C

onversations are flying on AXUG® Collaborate, and we thought it would be fun to look back at some of the top discussions from fall 2013. The oldest topics are posted first, and if you’d like more information on any of these topics, log on to AXUG Collaborate (www.community. AXUG.com) to read the full conversation.

Discontinued Inventory Items 12 Replies | Posted by Kaitlyn Peot on August 9 at 5:25 p.m.

Hi, I am wondering if anyone has a process for deactivating/getting rid of discontinued items. Soon we’ll be clearing out all inventory and replacing it with new. When that happens we’ll no longer have a use for 75% of our current items. As I understand it, there is no way to delete an item. Knowing that, when I pull reports they will contain all items, discontinued and not. That is not ideal and ultimately I would like to be able to delete the item, anyone find something that works comparable to the item actually being deleted? Thanks for any input.

Kaitlyn Peot | New Belgium Brewing Co. Inc

Statistical General Ledger Accounts in AX 2012 R2???

9 Replies | Posted by Dan Naser on August 28 at 12:34 p.m.

Is there a way in AX2012 R2 to create statistical accounts to track metrics such as department headcount, etc. - so that the value/ balances associated with the statistical account can be used for future calculations such as allocations? I see there is a statistical Main Account Category however I do not see a Main Account Type for statistical?

Any help or advice would be greatly appreciated. Thank you.

Dan Naser | controller | Crow Holdings

MRP: Ignore Purchase Orders that are Not Posted 9 Replies | Posted by Eric Lepage on August 30 at 4:26 p.m.

Hello, as soon as a P.O. is created, it is considered by the MRP calculations. We would like to take in consideration only those P.O. that have at least been posted.

The “include inventory transactions” checkbox in the master plan parameter form indicates whether the MRP process will used pending transactions, like purchase orders, in the calculation process.

However, is there any way to somehow configure this parameter so it will take into account only the P.O.’s that have been posted (posting - purchase order). Or as an alternative, only P.O.’s which have physical quantity received (posting - receipt list).

The documentation indicates that it is the case for production orders: “production orders that are not yet registered as physical receipts”. Regards.

Eric Lepage | Biron Groupe Sante Inc.

Master Scheduling Quitting Halfway Through Product List 9 Replies | Posted by Tom Cook on October 23 at 10:40 a.m.

Hey folks, So, we’ve been running into an issue with Master Scheduling on a fairly frequent basis: it will often, when run, get about 20%, halfway, or 75% or so through the SKU set it has been tasked to run planned orders for and then decide that it is finished, for no discernible reason other than petulance or outright malice.

We deal with it by re-running master scheduling on different computers until it does what we want it to do, which, needless to say, is a whole lot of fun.

Has anyone else encountered this issue? If so, were you able to more permanently fix it? Thanks.

Tom Cook | inventory analyst | Fountain Tire

Inventory-Excess and Obsolete 11 Replies | Posted by Aaron Newman on October 29 at 10:48 a.m.

Hi, I’m looking for ideas or processes to identify the excess and obsolete inventory in 2009. We are getting ready for physical inventory and we’re looking for a way to identify what parts we have on hand that have zero usage over the past X amount of months (or years). I don’t see any canned reports but I’m also new to AX and it’s possible I’m missing a canned routine or process that does what we’re looking for. I thought maybe it could be identified via SQL Query by some type of a join from InventTable and InventTrans...the problem is if you haven’t used it, then there wouldn’t be any entries to InventTrans so how would you write it? I know this isn’t a new area for companies, especially in manufacturing, so I’m hoping there’s someone here who can help.

Thanks!

Aaron Newman | corporate IT manager | Delta Star, Inc.

Quantities in Financial Reports 9 Replies | Posted by Pascal Quellet on October 31 at 8:40 a.m.

Hi everyone, We are a manufacturing company implementing AX 2012 R2, For us, quantities (sold, produced, hours worked...) would ideally be presented along with our Financial data in reports (for example, with the actual cost of a production department).

Ideally, we would like to populate the quantity field in the GL posting along with the actual transaction. Do anybody ever tried to do this? Any thoughts or suggestions?

Pascal Ouellet | AX implementation project manager Nordic Wood Structures / Chantiers Chibougamau Ltd AXUG

Winter 2014 | 13

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

user member showcase

Cheers: Leading Beverage Supplier Toasts Configurable, Extensible Platform COMPANY: Wirtz Beverage Group HEADQUARTERS: Chicago, Illinois INTERVIEWEE: James Harrington EMAIL: James.harrington@wirtzbev.com WEBSITES: www.wirtzbev.com ESTABLISHED: 1926 NUMBER OF EMPLOYEES: 3,000 MICROSOFT DYNAMICS AX USER SINCE: 2011 NUMBER OF USERS: 2,000 MICROSOFT DYNAMICS AXUG® MEMBER SINCE: June 2011

14 | AXUG Magazine

“O

ne of the things that drew us to Microsoft Dynamics AX is the familiar Windows look and feel of it,” says James Harrington, director of technology services with Wirtz Beverage Group, which is a leading distributor of luxury and premium wine, spirits, and beer brands as well as non-alcoholic beverages. The company does $2 billion in annual sales in the states of Illinois – where it’s headquartered – and Iowa, Minnesota, Nevada, and Wisconsin.

Prior to deploying the technology, James recalls a heavily siloed environment. “Each state operation of ours not only had a different name, but also its own set of systems as well,” he says. “It made sharing and consolidating financial statements very difficult. We wanted to bring it all together to alleviate the pain points.”

Specific items on the wish list for the new system included more visibility into data and more repeatable, efficient processes across all states.

“Our monthly closing statements were different for each state,” James recalls when asked for an example of the challenges presented by silos. “So we’d review each state separately.”

Once Microsoft Dynamics AX was chosen, James realized that the Windows look and feel

was but the beginning of the benefits. “Instead of the platform dictating how we do things, the configurability and extensibility make it possible to accommodate our processes,” he says.

Today, Wirtz entrusts all of its general accounting, master data management, and pricing to Microsoft Dynamics AX. The solution does indeed provide a consolidated view of the business from a financial perspective. “It tells us how individual units are performing so that corrective action can be taken proactively if necessary,” James says.

The information, he reports, is not only more accurate, but also available more quickly. “With pricing changes, many times we had to wait to get an accurate view of revenue and profit from 30 to 45 days after the end of the month,” he says. “Now we have an accurate view on a daily basis.” One of many areas where that’s beneficial concerns chargebacks – the term for the incentives paid by suppliers whose products Wirtz sells. “Once we’ve sold it, we can send documentation to the supplier much more quickly than we used to be able to,” James says.

He’s also very pleased with the newfound ability to deliver on a shared services model. “We’re able to implement and deliver things such as HR programs across different groups and different

state lines,â€? he says. “We had separate systems before, so this enables us to grow more proďŹ tably.â€?

Overall, James is pleased with Microsoft Dynamics AX. “It does what we wanted to it do,� he says. “For us, the challenge was in changing behavior. Our Users have had to get used to the amount of information that became available. There’s a methodology that takes some getting used to, and if you don’t know how to look at it, it’s almost too much data.�

In the future, James says he’s looking forward to taking advantage of the Microsoft Dynamics AX modules that he’s not currently using, such as those for expense management and purchase requisitions.

The Project Management module was implemented, but due to timing, only in one unit. “We’re circling back now to do more and further leverage what we have in the solution,� he says.

As it stands, in addition to Microsoft Dynamics AX, Wirtz relies on separate solutions for the core areas of warehouse management and purchasing. “It would be nice if they ran on the same system,�

James says. At Convergence, he attended development sessions and said the previews were very encouraging. “We’ll take a serious look at the upgrade path and what we need to do.�

In the meantime, he says that rather than relying on an external implementer, Wirtz is bringing the development work in-house.

While the company hired its ďŹ rst Microsoft Dynamics AX developer only a year ago, the transition to being 100 percent suďŹƒcient is already well underway. And that transition, he says, will likely mean that rather than only answering questions in online discussions hosted by AXUG, the company will likely be asking them as well.

AXUG

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Winter 2014 | 15

EDI DENNIS BRUCE

MIKE GROSS

BREAKING DOWN

CHRISTIAN FORDHAM

A

s with everything in life, it’s good to start with the facts.

You’ve likely heard the term “EDI” flying around the last couple of years. Outside of defining the acronym as electronic data interchange (and maybe even that was a stretch), do you know what EDI is??

AXUG® sat down with a User and two Partners who work in EDI every day. They say that by far the most popular question they receive is, “What is it?” So, if you’ve been unfamiliar with the ins and outs of EDI to this point, you’re not alone.

What is EDI? To get the ball rolling, I asked our interviewees to define EDI in their own terms: “EDI is a “standard” in which two companies can exchange data electronically, allowing both parties to transact business in a seamless and efficient manner,” says Christian Fordham, an EDI User and director of business applications for New Sunshine, LLC. According to Mike Gross, vice president of the EDI and supply chain essentials group at Accellos, EDI is best defined as, “a standard language used to orchestrate business-to-business transaction exchanges, such as moving inventory throughout a supply chain

16 | AXUG Magazine

network, invoicing and payment reconciliation, healthcare claims processing, etc.”

Rounding out the message, Dennis Bruce, director of business development for Data Masons Software, says EDI is, “the ability for a company to transact business electronically with other businesses using ‘standards-based’ messages.”

Unfamiliar Territory “Often times when I’m talking with people regarding EDI, I try to figure out why they’re interested,” says Dennis. “Many are doing it because their customers are forcing them; others want to do it for the benefits that come from that electronic relationship and process automation.”

“As Dennis said, adoption is often driven by mandates within an industry,” says Mike. “If a User is not familiar with EDI, we’ll explain the multiple methods and options available for managing EDI. EDI is a functional process that overlaps multiple disciplines, and it’s important that Users understand how to interpret compliance requirements and the business processes that EDI can automate.”

Christian agrees with both Dennis and Mike, sharing that he receives questions from colleagues within his own organization about

whether or not EDI can help them with one business need or another.

“Many people don’t have an understanding of what EDI is or what it can do, as well as what it can’t do,” says Christian. “Once we get into a discussion and really dig into requirements to get a feel for why they want to use EDI, I’m able to provide some direction as to what the best options and tools might be to make life a little bit easier. For example, if we have one small customer buying only a few products, it doesn’t make sense to start EDI with that customer.”

Who is a Good Candidate for an EDI Solution?

One of the most important things to understand is that EDI is not one-sided.

“In discussions I’ve had with fellow Users, I try to get an understanding of whether they have a current EDI presence or if they’re just throwing out an idea, hoping it will provide a solution for them,” says Christian. “EDI is not a one-sided deal. Both the User and the organizations they’re working with need to be set up to give and receive information. Once I know where they stand with EDI, I’m better able to help them figure out a solution.”

For Mike, a good candidate can also be defined by the number of transactions they exchange with business partners each week and how much time is spent manually processing those transactions.

“If somebody is evaluating EDI as an initiative for their organization, an essential step is to review the supply chain network that is engaged with the delivery of inventory or services to customers. They should also review their order to cash and procure to pay processes to identify areas that can be automated,” says Mike. “If the organization is doing 100 or more transactions a week, that’s a lot of manual work and room for error. EDI minimizes the potential for mistakes and downline supply disruptions, lowers PO processing costs, and tightens up processes so as change occurs, the change is handled through a system-iterated process rather than phone calls and emails.”

Mike also shares that EDI capabilities can elevate your positioning with potential new business partners that prefer or mandate EDI as a method of exchanging business transactions.

“Nobody will ever tell you that entering data is a core competency for their business, and data entry is one of the main reasons why people enter an EDI discussion,” says Dennis. “If you’re looking to increase your business but want to do it in a fashion that doesn’t require you to increase headcount, then EDI may make sense for you as it gives you the ability to transact with any company – whether that’s a customer, vendor, third-party logistics provider, or carrier – 24/7 without increasing headcount as the accuracy and speed of how you process transactions improves immensely over your team’s manual data entry capabilities.”

Putting Your Best Foot Forward As with anything, there are best practices associated with EDI that can help an organization find a greater level of success.

“Success with EDI starts at the foundation, during the configuration,” says Christian. “As you bring in an information trading partner, it’s critical that both parties have a good, firm understanding of the transactions they’ll conduct and that during the project a high level of testing has occurred all the way through the system, including the

exchange of EDI documentation. This is critical.”

“Another thing that was key for us in our business is that we have a person in an EDI coordinator role whose responsibility is to monitor the EDI transactions that occur each day, checking for errors and making sure transactions are completed successfully,” continues Christian. “Sometimes a partner will send awkward item numbers or documents will get stuck. It’s key to have somebody monitor the system to catch things that are outside the norm. A company that doesn’t have something like this in place is probably causing problems that they don’t know about.”

“Those are great thoughts from Christian,” says Mike. “In general, we try to provide the recommendation for Users to automate their workflows so that you can manage by exception, just responding when a true exception has occurred that requires attention from a business User.”

“If you think about manufacturers and distributors selling into large companies across the globe, there are numerous compliance requirements, and a lot of companies don’t have the resources to have one person own compliance, so it’s a shared function,” continues Mike. “Another best practice is to ensure your organization understands your trading partners’ compliance requirements and builds discipline within your organization and processes to minimize non-conformance to requirements as non-conformance can introduce significant chargebacks, disruptions, and damaged scorecard performance with key accounts.”

“Mike is correct; managing by exception is a big deal,” says Dennis.

“Being in a position where you have a fully automated EDI solution and are able to manage by exception, receiving notifications when things are processed, properly or improperly, is key.”

“A final best practice I would share is to set up audit reports for specific transactions or trading partners. These types of reports can strengthen a managing by exception process by delivering intelligent and timely notifications that help you stay up-to-date with the information you need to run your business efficiently.”

The Future of EDI “EDI is, in reality, a format for what electronic documents look like,” says Dennis. “There are other formats out there now. For example, Europe uses a lot of XML and ‘ASCII’ formatted documents, and they want those documents formatted to fit within an EDI solution, so that change of accepting and translating different document types with EDI solutions is becoming an industry requirement.”

“One trend that has driven significant change is the emergence of multi- or Omni-channel fulfillment, meaning that consumers are dictating how products are supplied to them and their customers. This means that manufacturers and distributors will have to deal with new EDI and fulfillment requirements to ship individual packages directly to consumers,” says Mike. “The biggest fundamental change in the industry will be a continued shift towards cloud-based technology, which moves management of data communication, translation, and compliance validation to a hosted service versus on-premise model.”

“I agree with Mike,” concludes Christian. “I don’t see much out there to replace how we’re currently doing business. EDI is there, it works, and it works well. Managing the exceptions in that process makes it fairly simple.”

AXUG

Winter 2014 | 17

t&t

TIPS & TRICKS

Embedding Power View Dashboards within Microsoft Dynamics AX Forms

by Murray Fife ower View is a great tool for creating dashboards and analytics for Microsoft Dynamics AX; you can easily embed it into Role Centers to create summary dashboards, you can use it to drill into offending statistics that you notice, and you can easily create new dashboards using the new Analyze button in Microsoft Dynamics AX 2012 R2. But what would be even better would be having contextsensitive dashboards built into the actual master data forms. You would then be able to see statistics and trends against the data that you are focused on. Fortunately, that is not very hard to do.

In this example, we will show how you can easily create a new dashboard through Power View and then embed it within the Microsoft Dynamics AX forms to display just the statistics that you are looking for.

P

» Build your dashboard from the available dimensions and measures in the cube. We just summarized the sales by date period and also listed out all of the products that the Customers have bought.

Note: Don’t put any filters on this form. We will apply filters in the code later on.

Creating a Customer Summary Dashboard The first step in the process is to create a new Power View Dashboard that you will embed into your master forms. Once you have done this, you can continue to tweak the view later on and not have to do any further coding.

How to do it...

To build a simple Customer analysis dashboard, follow these steps:

» Start off by finding your Power View Data Sources and creating a new reporting canvas. In this example, we will use the Sales cube as our data source.

18 | AXUG Magazine

» Once you have finished building the dashboard, select the Save As option from the File menu. When the Save As dialog box shows up, give your new dashboard a name and then click the Save button.

How it works...

Now if you return to the Power View reports library, you will see the new report that you just created.

If you open it, then you will see your report in view mode.

How to do it...

To add the Power View dashboard to a form in Microsoft Dynamics AX, follow these steps: » Open up the AOT and create a new project for the change. Then copy the CustTable form over to the new project.

Embedding the Dashboard into the Customer Form Once you have designed your dashboard, it is time to add it to your forms. This will allow you to browse through the records and see statistics alongside the original field data in Microsoft Dynamics AX.

Getting Ready In this example, we will extend out the CustTable form, which normally looks like this:

» Expand the form definition until you are able to access all of the UpperGroup set of controls which houses the definition for the main form layout.

Winter 2014 | 19

t&t

TIPS & TRICKS

» Right-click on the UpperGroup form and from the New Control

» Now open up the Methods at the parent table level, and

sub menu, select the Group item. Rename the group, and then set the Width to 600 and the Height to 512. We do this so that you can see the dashboard when it is displayed on the form; the default sizing for the control is a little narrow.

right-click on the Methods group. Open up the Override method sub-menu and select the activate method. When the method editor opens up, add the following lines of code.

Note: In the second line of the url variable definition, note the name of the report. This needs to match the name of the report that you created in the prior section.

» If you save the project and then open up the Customer form, you will see the Power View dashboard is now shown.

» Then right-click on the new group that you added and select the ActiveX option from the New Control sub menu. When the ActiveX browser is displayed, find the Microsoft Web Browser control and add it to the group. » Give your new ActiveX control a more appropriate name, and also set the Width to Column Width, and the Height to Column Height so that it fills the container.

20 | AXUG Magazine

» Unfortunately, this allows the User to edit the form. To fix that, update the code to include a couple more qualifiers.

How it works...

Now when the dashboard is displayed, it will only show the information that relates to the current record.

» Now when you open up the form, you will just see the report.

How cool is that!

Summary

» The final step in the process it to add some filters to the code so that it will only show the data that you selected.

Here is the complete code listing: public void activate(boolean _active) { str url; url = "http://dynamicsax.contoso.com/sites/DynamicsAx/_layouts/ReportServer/AdHocReportDesigner.aspx"; url = url + "?RelativeReportUrl=/sites/DynamicsAx/Power View Reports/CustomerSummaryDashboard.rdlx"; url = url + "&ViewMode=Presentation"; url = url + "&DefaultItemOpen=1"; url = url + "&Fit=True"; url = url + "&BackgroundColor=White"; url = url + "&AllowEditViewMode=False"; url = url + "&PreviewBar=False"; url = url + "&rf=[Company].[Company] eq '" + CustTable.dataAreaId + "'";

This was just a quick example of how you could create a Power View report and then embed it into the Microsoft Dynamics AX forms.

This is not the only place that you could do this though. If you wanted, you could create dashboards for: » Inventory statistics and embed them within the products forms » Vendor scorecards and include them in the vendor records to help with negotiations » Project status reports to help the project managers » Employee performance This is a simple change to make, so give it a go.

AXUG Murray Fife is a Microsoft Dynamics AX MVP, a presenter, an author, AXUG Premium Partner, and solution architect at I.B.I.S. Inc with more than 18 years of experience in the software industry. Unable to completely kick the habit of being a developer, countless prototypes have started their life on Murray’s desktop, only to be turned into standard products and offerings. The projects that are too visionary (a.k.a. too out there) usually live on through his personal blog site (A Tinkerers Notebook - www.atinkerersnotebook.com) or his SlideShare account (www.slideshare.net/murrayfife/presentations) waiting for others to discover them. He can be reached at Murray@murrayfife.me or 770324-3862.

Winter 2014 | 21

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

microsoft member showcase

Chandramouli Venkatesh, principal group program manager

Chandramouli “CV” Venkatesh is no rookie when it comes to development group management at Microsoft.

In his 19 years with the company, CV has worked with the Exchange, Windows Security, ”Indigo”, Bing, and Microsoft Dynamics groups, serving as the group program manager for server, services and integration, and X++ programming language for Microsoft Dynamics AX for the last several years. AXUG® sat down with CV to talk about his team’s contributions to Microsoft Dynamics AX 2012 R3, what he likes most about working with business applications, and how his team incorporates User feedback into their work.

22 | AXUG Magazine

AXUG: Walk us through what your team has developed for Microsoft Dynamics AX 2012 R3.

Chandramouli Venkatesh (CV): The biggest feature we added is Master Data Management, which has been a long-standing ask from Customers and the field. I’d say this is the single biggest feature addition in R3 by my team.

We also worked on performance improvements, including specific advancements and improvements to X++ compiler, which has been a huge pain point for ISVs and Partners in particular.

AXUG: You’ve been in program management for quite a few years. What do you like best about that role as it applies to the business applications Microsoft develops?

CV: Business applications are a really motivating and inspiring way to see how our solutions address real business problems and have an impact on our Customers’ bottom lines. It’s very gratifying to see that play out.

As a program manager, the touchpoint we have with Customers, Partners, ISVs, and AXUG is eye-opening and educational. Every time I meet a Customer or Partner, I walk away thinking that they’re using the product in ways that we didn’t even think about. It’s refreshing to get those insights and put what we’ve learned back into the product to make even more of an impact with future releases.

AXUG: Where do you get most of your product feedback?

CV: The Connect tool is the most concrete way, but we receive input from informal channels as well, as we take the feedback from casual conversations and feed that information back to the product team…so much so that some Customers are friends with me on Facebook!

AXUG: Now that’s a friendly relationship!

I imagine you also have a regular cadence of receiving feedback from the Technology Advancement Program (TAP)?

CV: Yes; we also have the Customer Advisory Council that we meet with regularly to gather feedback and bounce ideas off of, which ultimately leads to them helping to shape the future of the product.

These meetings are frequent enough to enable getting updates often, but not so often that we annoy the Customers that are helping us.

Another thing with the advisory council is that we include a bunch of different Customers, from

business size to industry to geography, to get a diverse number of viewpoints.

AXUG: You previously mentioned that you’ve engaged with Users during AXUG events. We love to hear that. How has that involvement helped connect you with Users?

CV: It’s a very structured way to hear the Customer’s voice. It’s also a beneficial way for Users to get information and voice opinions, rather than looking on the web for random feedback where they could walk away not finding the answer they need.

There’s also so much innovation in the User world, and this User group model allows innovation to flourish. The more creative the product usage, the better.

AXUG: On that creativity note, Microsoft Dynamics AX was previously known for customizations, but the last couple of releases seem to have focused on more out-of-the-box functionality. Can we expect that with Microsoft Dynamics AX 2012 R3 and future releases as well?

CV: We see a continuing trend towards enabling more standardization in the product. This is purely a reaction to the market and industry moving towards more and more ready-made solutions where people don’t want to start from scratch.

It’s the right thing to do as technology evolves and is in line with what we want the base product to be, so we’re investing more in the product to enhance that out-of-the-box functionality.

That said, we will not take away the power to customize as that’s one of the biggest traits of Microsoft Dynamics AX, but if there’s less need to customize, then that’s a good thing. Less time implementing, less time upgrading. That’s good news overall.

AXUG: Is there anything else you’d like to share with our readers?

CV: Keep the feedback coming as we’re absolutely listening. Sometimes Users might feel like they’re not getting individual responses, but that’s due purely to the volume we receive, so we’re not always able to extend a personal response.

The Connect tool is the most official way to provide feedback, but there is also AXUG Collaborate, LinkedIn forums (which I check often), and other avenues. Use all the avenues you can, except maybe not Facebook. My aunts and friends might not know what you’re talking about if you start to ask questions about X++.

AXUG

NAME THAT PHOTO CONTEST Congratulations!

Something caught their attention at

Congrats to ZAHEER POTTAYIL from UNITED CONVEYOR CORPORATION for his winning submission, “Do you think that BlackBerry will make it to the next Summit?” Zaheer – your prize is in the mail!

AXUG® Summit 2013. What do you think it was?

What would you name this photo?

Simply email your submission to Captioncontest@AXUG.com. The winning submission will be printed in the magazine’s next issue.

Winter 2014 | 23

pushes the

ENVELOPE D HOLLY COPPOCK

isplay Pack is a packager that has a niche market in advertising. Chances are if you’ve purchased a mobile phone or accessory in the last couple of years, you’ve held their product before you’ve held your new phone.

Over the past 47 years, the family-owned company grew from a one-stall garage to a five-story, 460,000-square-foot building plus two additional facilities, creating solutions that have earned them numerous AmeriStar awards for packaging.

Display Pack implemented Microsoft Dynamics AX 2009 in January 2011 to help them bring their spreadsheets and disparate data into a single system. In addition to Microsoft Dynamics AX, the company leans on RF-SMART to control their shop floor from handheld devices, automating their manufacturing environment and keeping their team on the warehouse floor to enter data instead of in their offices.

We caught up with Holly Coppock, IS manager, and Nate Briggs, logistics manager, of Display Pack to learn more about how the technology and mobility have moved their business forward over the last couple of years, as well as hearing their advice on how the combination can help other Users move forward as well.

A Team of Experts

NATE BRIGGS

24 | AXUG Magazine

Before the implementation of the handheld devices, Display Pack’s warehouse team learned how to use Microsoft Dynamics AX, something that Holly and Nate say was instrumental to their success with both Microsoft Dynamics AX and the handheld device’s interface. As Nate says, “We now have a team of experts instead of a team of Users.”

“The data gathered from these systems has helped us understand our movements more clearly and put the warehouse together in a practical sense. It’s also really helped with labor as well, as we’ve been able to break down overtime due to poor process control,” continues Nate. “We’re getting tighter and tighter and starting to see the gains.”

From a back office perspective, Holly’s team has experienced a seamless integration between the handheld devices and Microsoft Dynamics AX. “Nate’s really great to work with as he’s very specific with his needs,” says Holly. “As long as we have the information in the system, we’re able to compile the reports and data he needs. We really don’t have to spend a lot of time supporting him and the warehouse, which makes our jobs rather fun and easy.”

Nate is quick to compliment Holly and her team as well, sharing, “Holly does a fantastic job of putting it together so I can actually use it,” shares Nate.

G G U XU AXU AX AX A G A G X U G G AX A G A G UG UG XU A X U G UG UG XU XU AX AX XU AX AX A G A G UG U G UG U XU X AX A XU AX AX G A G A UG UG X G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A G G UG A X A G UG UG XU XU AX AX A G G U U U XU AXU AX AX A G A G U G G X AX A G A G UG UG XU A X U G U U X X A A

feature Always Moving

Have Faith

Tongue in cheek, Display Pack has the mantra of “God, family, and ERP”. This mantra holds up as the team continues to look towards the next big thing, whether that’s a search for new hardware that will bring more control to the floor or re-evaluating workflows to make sure they’re as efficient as possible.

“Display Pack was built on being progressive and always moving, and we continue to push for ROI in everything we do,” says Nate.

“We’re interested in getting into tablets, but we own the scanners, and it’s hard to justify replacing a $4,500 device when it’s still working.”

When the devices are retired, the team plans to replace them with mobile devices.

“We’ve been looking at a motion tablet that can run Microsoft Dynamics AX and RF-SMART,” continues Nate. “It’s a great tool, a way of the future. Our receiving guy has taken ownership of it and has really embraced the tool.”

“We’re also looking at setting up our workflows so that in two years we can streamline our operations and remove clerical support, meaning that POs would go up to accounting from the floor, and our shipping paperwork would be completed electronically,” says Nate.

The Display Pack team finds it hard to envision life without the implementation they have today.

“There is absolutely nothing we can’t do,” says Nate. “Sure, there are things that cost money so we can’t just do them, but we can do anything with the system to let our people do what they need to do.”

That feeling is bittersweet as like many other companies, Display Pack had to cut their workforce substantially in 2008, due to the economic depression.

“We cut our staff in half back then, but we’re ramping back up without having to add as much staff,” says Holly. “Now in better times, we’re able to maintain our workloads without increasing the workforce at the same rate.”

With an eye on the future, Nate shares advice that resonates across industries and implementations.

“Have faith in your process. Understand it and be willing to listen to your people and their feedback,” shares Nate. “Don’t be satisfied with what’s coming out of the box. Challenge the norm and keep pushing the envelope.”

AXUG

5

MINUTES WITH AXUG’S VOLUNTEER OF THE QUARTER

AXUG® has selected Tom Dockstader as our Volunteer of the Quarter. Congratulations, Tom! Tom is the IT manager for Kurt J. Lesker Company and is a longtime AXUG Member. He has helped out in a variety of roles this past year, from leading sessions at Convergence and AXUG Summit to assisting the Ohio Regional Chapter, even though he lives in Pittsburgh! Tom has given a lot to AXUG in 2013, and his dedication and willingness to pitch in wherever needed are greatly appreciated.

My favorite blog is…

I have been following a variety of maker blogs. The most interesting projects are the Rube Goldberg machines because they exist just for fun.

On my desk right now are…

Various equipment we are testing, contracts, invoices, and a full cup of coffee.

My three goals for 2014 are…

1. Complete some improvements to my house.

2. Spend more time outside.

3. Study conversational Chinese.

When I’m not at work…

I volunteer at my son’s school, primarily to help the faculty bring appropriate technology into the classroom to excite the students’ interests in learning.

The best advice I ever received was…

“It is okay to ask for help.”

Winter 2014 | 25

t&t

TIPS & TRICKS

Streamlining Budgeting and Forecasting with Microsoft Forecaster and Microsoft FRx

by Gary Novak common tool for any accountant is Microsoft Excel®; it’s used everywhere to complete a variety of tasks including budgets and year-end financial forecasts. Such was the case at International Dairy Queen, Inc. based in Minneapolis, Minnesota.

In the past, 12-month budgets were prepared in Excel by department heads for each cost center for each company. Each company/cost center combination was a separate Excel file. The Excel files were submitted to the accounting team for review. After each proposed budget was approved by accounting, all of the individual Excel files were submitted to the information services team, who then uploaded each spreadsheet into the budgeting software. Accounting would run 12-month rollup and consolidation budget reports for upper management review. As upper management changes were mandated, the process was repeated until the final budget was arrived at.

The process for preparing monthly, year-end financial forecasts was a more cumbersome process because year-end forecasts were

A

Today, the process of preparing budgets and year-end forecasts at IDQ is streamlined considerably using Microsoft Forecaster, Microsoft FRx®, and Microsoft FRx Webport. The process is handled completely by accounting without the assistance of information services. Department heads and end Users key their budgets and year-end forecasts directly into Microsoft Forecaster via Microsoft Forecaster Web Access.

Through the use of input sets in Microsoft Forecaster, inputting 12-month budgets and year-end forecasts has the look and feel for the end User as if they were inputting into Excel.

For budget input, first a Microsoft Forecaster administrator defines budget accounting periods, including a year-to-date total period. Next, line sets are created with all of the revenue and expense accounts to be budgeted for. Column sets are created by combining the 12 budget periods for the year and the year-to-date total period.

The administrator creates budget input sets by assigning the line set and the budget column set to the input set. Line set overrides on the input set allow for some cost centers, as defined by IDQ, to see a shortened list of accounts to budget for.

Rollup and consolidation rollup structures are defined in Microsoft Forecaster, allowing for rollup and consolidated 12-month budget reports to be generated in Microsoft Forecaster at any time.

Microsoft Forecaster reports are created by combining the same line set and column set used in the input set. Currency conversion rates are input into Microsoft Forecaster, allowing for topconsolidation budget reports to be generated across multi-currency companies. When running reports for a rollup cost center and/or a consolidation company, Microsoft Forecaster allows the end User the ability to drill down to the detail level to see what components make up the consolidated numbers.

Through the use of input sets in Microsoft Forecaster, inputting 12-month budgets and year-end forecasts has the look and feel for the end User as if they were inputting into Excel. prepared for September, October, November, and December and were prepared entirely using Excel. Beginning in mid-September, each department head would prepare a year-end forecast for their respective area(s) using Excel. Each forecast was submitted to the accounting team who would then manually create rollup and consolidated forecast reports using Excel. The entire process was repeated for the months of October, November, and December.

26 | AXUG Magazine

When the final budget is approved by upper management, 12-month budget reports, by cost center, are generated by accounting using Microsoft FRx and the IDQ rollup reporting hierarchy defined within Microsoft FRx. Rather than printing budget reports and distributing these reports to the respective department heads, budget reports are pushed out to the Microsoft FRx Webport where department heads can view their budgets online.

Setting up Microsoft Forecaster for budget input is a fairly straightforward process. However, setting up Microsoft Forecaster for year-end forecasting takes more thought and effort.

At IDQ, Users are presented with a pre-populated forecast input set. Users see actuals numbers for all closed periods and their budget numbers for the remaining open periods in the calendar year to formulate their year-end forecast. Actuals are locked down and are not editable by the User. Users are able to adjust their budget/forecast numbers to prepare their year-end forecast.

To accomplish this in Microsoft Forecaster, first current-year actuals periods and forecast periods are defined. A forecast column set is then created by assigning to it both the current-year actuals periods and forecast periods. Next, a forecast input set is created by assigning to it a line set with all of the revenue and expense accounts and the forecast column set. Be sure to lock the actuals periods on the input set. This is what prevents Users from editing the actuals.

Current-year actuals are imported into Microsoft Forecaster, and the current-year budget is copied to the forecast input set, being sure the budget is copied to the forecast periods.

On the column set, check the “hide” check box to hide actuals periods that are still open where actuals numbers have not been imported. Also, “hide” forecast periods where actuals exist. By hiding and unhiding columns in the column set, you can always display 12 months at a time to the User. A 12-month YTD forecast column can be added to the column set by creating a year-to-date forecast total period using a formula to sum up the appropriate actual periods and appropriate forecast periods.

As months close, you import actuals for the closed month, followed by unhiding that month’s actual numbers and hiding that month’s forecast numbers in the column set and adjusting the year-to-date forecast total period. The previously entered forecast numbers for the remaining open months remain in the system and are available to the

Users for updating as more information about the future becomes available. There is no need for the User to start over to prepare each month’s year-end forecast.

Rollup and consolidation reports can be generated in Microsoft Forecaster using the same column set and line set. Appropriate actual periods and forecast periods will display and total up to a year-to-date total. Currency conversion rates are input into Microsoft Forecaster, allowing for top-consolidation forecast reports to be generated across multi-currency companies.

Forecast reports at IDQ are generated by accounting using Microsoft FRx and the IDQ rollup reporting hierarchy defined within Microsoft FRx. Microsoft Forecast reports are also pushed out to the Microsoft FRx Webport where department heads can view their year-end forecasts online.

Using Microsoft Forecaster, Microsoft FRx, and Microsoft FRx Webport in combination have greatly streamlined the budget and forecast processes at IDQ. AXUG Gary Novak is senior business analyst at International Dairy Queen, Inc. He can be reached at Gary.novak@idq.com or 952-830-0355.

More Readable Reports

by Daniel Walter hen viewing any Microsoft Dynamics AX report, hit the “U” key on the keyboard to increase the size so that it can be more easily read. Hit the “D” key to decrease the size. Additionally, right-click on the Item Number and select “Item Details (forms)” to go back into Item Master in Microsoft Dynamics AX and bring up the item in question.

AXUG

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Daniel Walter is production planning manager at Australian Gold. He can be reached at Dwalter@australiangold.com.

Winter 2014 | 27

U U XU X AX A G A G UG UG U XU X AX A A G G UG UG XU XU AX AX A A G G UG U X A X U G G G G G U U X X A A A X U A XU X AX A G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G UG UG XU XU AXU AX AX G UG UG XU XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A G G UG XU AX AX A G A G G U U X X A A G G UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G G U U G UG UG XU XU AX AX G A G A UG UG XU X AX AX A A G G U U X X A A AX A A G G U U X X A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A U XU XU AX AX G A G A UG UG XU XU G G G AX G A G A UG UG XU XU AX AX A A A X U XU X AX A G A G A UG UG XU XU U G UG UG XU XU AX AX G A G A UG UG XU XU AX AX A A G G X U G G G AX A G G UG U XU XU AX AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX A G A A X G U U X X A A G G U U X X A A G G U U XU XU AX AX A A G G U U X AX G A G A UG UG XU XU AX AX A A G G UG UG XU XU AX AX G A G A G G UG UG XU XU AX AX G A G A UG G G U U X X A A G G U U X X U X X A A G G U U X X AX A A

G

find the

logo

C

winner, Jason

28 | AXUG Magazine

O

random and will highlight

N

When you’ve found it, send an email to

Logocontest@AXUG.com with

an explanation of where and on what

page it’s at. We’ll choose a winner at

him/her

in the next issue of the magazine.

T

E

Congratulations to our Fall 2013 contest

Valentine from

AMTROL Inc.! Jason found the logo on

page 16 of the Fall 2013

issue of AXUG® Magazine. Let’s play

again. Hidden somewhere between the

covers of this magazine is our AXUG logo.

Can you find it?

While our logo shows up throughout

the magazine in conventional spots, it’s

hidden in only one place.

16

AXUG Magazine

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T

industry showcase

Oil and Gas: Digging Deep to Keep the World Running

F

ocusing on innovation, sustainability, and safety, these AXUG® Premium Members keep the world running with their provisions of oil and gas.

Think of them (kindly) next time you’re filling your tank.

AUX SABLE Channahon, Illinois and Calgary, Alberta Since the start of their United States operations in December 2000, Aux Sable has processed more than six trillion cubic feet of gas and has produced more than 10 billion gallons of specification natural gas liquids (NGL) products.

COUNTRYMARK Indianapolis, Indiana CountryMark is an American-owned oil exploration, production, refining, and marketing company. The company’s transportation fuels and lubricants are sold through a distribution channel of member cooperatives that operate more than 180 fuel delivery routes and are responsible for more than 100 CountryMark branded fueling stations.

ENSIGN ENERGY SERVICES INC. Calgary, Alberta Ensign is a leading provider of oilfield solutions in many of the world’s most prolific and growing crude oil and natural gas regions. The company has developed an automated drill rig that moves two to three times faster than conventional rigs, reducing well development time by 25 percent or more.

FRAC TECH SERVICES, LLC. Cisco and Houston, Texas FTS International is a provider of well completion services, including pressure pumping, wireline and pressure control, and water management. A focus on safety first pegs Frac Tech’s OSHA incident rate at 65 percent lower than their industry peer group.

HELMERICH & PAYNE, INC. Tulsa, Oklahoma H&P is primarily engaged in contract drilling of oil and gas wells for exploration and production companies. The contract drilling business accounts for almost all of H&P’s operating revenues, making it one of the major land and offshore platform drilling contractors in the world.

SECURE ENERGY SERVICES Calgary, Alberta Our specialized services ensure oil and gas producers are set up for success in an increasingly cost-competitive and environmentally-stringent industry. We offer services for the treatment and handling of crude oil and byproducts, engineered fluids for drilling and completions, and additional support services throughout the process.

Winter 2014 | 29

With TARGIT’s BI & Analytics for AX Everyone in your organization sees and shares the same goals and objectives. No more static reports, but dynamic analyses that keeps you up-to-speed. TARGIT is the world’s largest BI vendor for MS Dynamics AX. www.targit.com

Zoom in

on your objectives

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

var partner member showcase

Kevin Paul, vice president of Blue Horseshoe

T

Read more about the OEM agreement between Blue Horseshoe and Microsoft at http://tinyurl.com/ lnvah4a.

32 | AXUG Magazine

he wake of September 11, 2001, wasn’t an ideal time to start a company, but for six individuals who left a large public organization and wanted something small that valued employee, Customer, and Partner satisfaction, it was a perfect time.

“We figured that if we put an emphasis on those principles and invested in employees as our greatest asset, everything else would take care of itself,” says Kevin Paul, vice president of Blue Horseshoe.

Blue Horseshoe chose to focus on supply chain for the midmarket, an area of business that generally continued with their investment strategies and schedules even in tough economic times.

“We chose to develop solutions for Microsoft Dynamics AX in 2005 because it lined up nicely with the Customers and industries we were selling to and the expertise we were building,” says Kevin. “It also offered us an open system feel with development, with huge white space around warehousing and transportation, which met our desire to focus on highly distributed markets.”

Fast forward 12 years, and Blue Horseshoe has gone from six to 150 people, grown a consultative management practice, and kept its employee turnover to less than 10 percent. The company has also expanded its footprint into the retail, beverage, and consumer packaged goods industries while continuing to hone its warehousing and transportation solution.

“We felt that if we embedded that solution in Microsoft Dynamics AX and built it in layers, we could not only show the benefit and virtues of what we wrote, but also do it in a manner that was very cost justified,” says Kevin. “In doing so, Users quickly adopted the solution with great fervor and vigor because they saw the virtues of it.”

“The greatest barrier to midmarket organizations purchasing Microsoft Dynamics AX is getting them up and running quickly,” continues

Kevin. “We can call it an investment all day long, but Users call it an expense and want to make sure they’re getting a return and deploying quickly.”

Blue Horseshoe earned kudos and references by taking 18- to 20-month deployments and reducing them to six. The fruits of their labor were fully realized when Microsoft extended an OEM for its warehouse and transportation solution in July 2013.

“This happened quickly and was perpetuated because our Customers went to User group activities and talked about their experiences,” says Kevin. “Their stories of being up and running and getting to work quickly are why Microsoft pursued the acquisition.”

That User group collaboration – bringing together intelligent, successful organizations to create a productive environment – is at the heart of when good things happen.

“It’s about making sure people can collaborate and interact while also being in a position to not only just hear the issues, but also promote the excitement,” says Kevin. “Where you win is where you’ve made an impact and taken care of something that a Partner hasn’t been able to do before or become much better at it so a User can begin to explore other areas of their business.”

This environment sets the Microsoft Dynamics AX and AXUG® communities apart from others.

“This is a younger, more progressive, and highergrowth oriented community,” says Kevin. “The thing that excites me the most is that it’s very collaborative, with a VAR- and ISV-driven marketplace that Microsoft is then able to introduce, absorb, and apply in a mass market sort of way.”

“These are companies that can grow; they’re the ones that I want to go and work with,” continues Kevin. “They’re the ones that are investing and see every dollar spent as something that will make them better. Success begets success, and that’s been our target.”

AXUG

INBOUND TIPS TO TURBOCHARGE

by Roger Resley, eNSYNC Solutions, Inc.

(Note: This excerpt is from a whitepaper written by eNSYNC Solutions, Inc. and Intermec/Honeywell Corporation. We’ll feature more warehouse tips in a future issue of AXUG Magazine.)

Best Practices Tips and Techniques for Inbound Shipments by Area and Task Receiving Receiving is the process of confirming that you received what you ordered from the vendor or supplier. Does the product received match the purchase order? The main receiving priority is to validate that you have received the exact order and move the incoming goods – whether they are on or in pallets, cartons, totes, boxes, or something else – as quickly as possible from the incoming trucks or cars to the storage, staging, or shipping areas in your distribution center (DC). Every stop, every move, and every use of a temporary staging area requires space and time. The more you touch or handle product in any way, the more opportunity you have for product damage, difficulty in locating stock, and errors.

By default you also have increased labor, inventory, and other costs.

When a typical DC receives, counts, and inspects thousands of items from hundreds of vendors whose own pick/pack/ ship practices are all different, receiving can be one of the most complicated DC processes. Any errors in this phase will have a ripple effect that can impact all other areas in the DC. In addition to the physical process impacts, data from receiving determines when and how vendors are paid (directly impacting cash flow), potential rework costs, and incorrect inventory exposure. Picking and outbound process efficiencies start with receiving. Receiving best practices means moving items to their next location with as few touches – and as little labor – as possible.

Good receiving also starts with good labeling, both with vendor labels and those used to map to internal inventory systems and locations. Depending on the warehouse management system (WMS) receiving module, typical pallet labels (generally applied at the receiving station) would likely include: » Shipper/supplier information (company name, vendor number) » P.O. number, receipt date, lot codes, date codes » Pallet and/or case level quantity » Product (SKU) number and description » Pallet, case, each unit level ID » TI x HI information » Track and traceability information In many receiving operations, portable printers can enhance pallet labeling productivity and accuracy by eliminating travel

34 | AXUG Magazine

and ensuring the right label is applied to the goods received in real-time. An effective receiving system also includes a welllabeled facility. All storage and staging areas such as aisles, slots, rack bays, shelves, and put-to-store floor locations through to the shipping dock doors are likely to be labeled with large, easy-toread (both human readable and barcoded) location labels. Voice picking processes also typically use randomly assigned twodigit human-readable location ID check-digit labels. And larger barcode “license plate” labels scannable from 30 to 50 feet are recommended to identify high bay inventory locations.

Multiple industry studies confirm that paperless data acquisition processes based on scanning, voice, and/or RFID are the most accurate and error-free methods of receiving and subsequent handling of goods. To maximize productivity and accuracy of the entire operation, top DCs always begin with the labeling process at receiving. While it may sound simplistic, the rewards of reduced receiving errors are very high. WERC studies show that receiving is an area where benchmarking and performance measurement are particularly important.

Flow Through This is a process that occurs when typically full pallets are identified by their ASNs (advanced shipping notices) and taken from receiving directly to a “put” location rather than being “put away” into the general inventory locations. A flow through put location is provided by the WMS for a given order. The put location can be at a shipping dock door or a staging area for a specific customer order. If timed correctly between receiving and shipping, a full pallet can be received, reverse picked, and loaded directly into an outgoing truck with reduced product handling. These pallets with high-velocity or fast-moving goods are “broken”, and cases from the pallet are put to a flow through location or into lines arranged in front of dock doors where items are temporarily staged, then built into new pallets for immediate shipping. The remaining cases that do not flow through from the received pallet are put away into regular inventory. Flow through requires an inventory transaction.

YOUR WAREHOUSE

Flow through is a great process for many DCs because less is always more – less handling, fewer mistakes, less damage, etc.

Cross Docking In its purest form, cross docking is the action of unloading materials from an incoming trailer or container and immediately loading these materials in outbound trailers, thus eliminating the need for storage. Pure cross docking is common in distribution centers, trucking depots and freight consolidation points. Most cross docking applications in a DC are closely aligned with flow through applications where the operations require staging areas where inbound materials are sorted, consolidated, and stored until the outbound shipment is complete and ready to ship. True cross docking in a typical DC environment requires extremely good management of receiving and outbound timing and places a high degree of importance on the WMS and shipping coordination to accomplish. Cross docking does not involve an inventory transaction.

Put Away Put away is the function of moving received goods from receiving locations to inventory storage locations. In most cases, the location for each item depends on its “velocity.”

High-velocity items (those that are fast movers rather than slower movers) will be stored closer to the packing/loading stations. However, there are many other process engineering issues related to optimal put away location and can include grouping similar items and locations into categories, understanding dimensions, weight, unit of measure (eaches, cases, pallets, etc.), temperature requirements, whether it can be mixed with other items in a location, whether it is rackable, max stack height, max quantity per location, hazard classifications, finished goods or raw material, etc.

It is also important to consider the size of an item and item velocity required for each pick. For the smaller size, fast-moving products establishing a compact high-density storage area ensure fast picks due to reduced travel time.

Most WMS applications enhance the put away process by including downstream activities in the logic and decision process. For example, put away decisions include which location to pick from, replenish from/to, and in what sequence these events should occur and whether the put away is system directed or User directed.

Following are some additional requirements that can

impact put away logic: » Location Sequence: This is the simplest logic; define a flow through the DC and assign a sequence number to each location. In order picking, this is used to sequence picks to flow efficiently through the DC. The put away logic would look for the first location in the sequence in which the product would fit. » Zone Logic: Breaking down storage locations into zones can direct picking, put away, or replenishment to or from specific areas of your DC. Since zone logic only designates an area, combining this with cube and labor factors is required to determine exact location within the zone. » Fixed Location: Logic uses predetermined fixed locations per item in picking, put away, and replenishment. Fixed locations are most often used as the primary picking location in piece pick and casepick operations; however, they can also be used for secondary storage. » Flex Location: Flexible locations generally refer to areas where products are not stored in designated fixed locations and may be temporarily stored. Like zone logic, some additional logic is needed to determine exact locations. » First-in-first-out (FIFO): Directs picking from the oldest inventory first. » Last-in-first-out (LIFO): Opposite of FIFO. This might seem strange, but an example might be an operation that distributes perishable goods domestically and overseas.

LIFO is for overseas customers (because of longer intransit times), and FIFO is for domestic customers. » Reserved Locations: This is used to predetermine specific locations to put away to or pick from. An application for reserved locations would be flow through, put-to-store, and traditional cross-docking, where an inbound shipment can be moved to specific outbound staging locations or directly to an awaiting outbound trailer.

AXUG Roger Resley is president/CEO of eNSYNC Solutions, Inc., the authors of ScanWorkX for Microsoft Dynamics AX. As owner and founder of eNSYNC Solutions, Roger’s focus has been on the design and development of mobile data collection product extensions for ERP systems. Learn more about ScanWorkX at www.ScanWorkX.com.

Winter 2014 | 35

t&t

TIPS & TRICKS

From Power View to Cube and Back Again

by Brandon George ollowing is a recap of a four-part series that I think is useful to almost anyone who wants to take advantage of some of the cool features with Microsoft Dynamics AX 2012 R2 and Power BI. Without a doubt, for each of the topics covered, there is plenty of room for extended reach and depth of knowledge. While there might be some value for certain people in such a deep journey of understanding for each of the topics, the point would be lost of what the goal really is.

That goal, my friend, is the enablement of quick consumption of data assets. This is the real goal of any business intelligence story that is to be crafted for a company: Owning the data, and turning that data into a real asset that goes to work for companies. With this goal

F

When Microsoft Dynamics AX is your system of record and acting as your main data mart, then you have a great BI offering built right into the product.

in mind then, the following links provide a recap, with the goal of quickly getting you up and running with Power View and showing you how any cube can be the target for such personal BI artifacts: » Microsoft Dynamics AX 2012 R2 and Power View - Part I: http://dynamics-ax.blogspot.com/2013/03/ax-2012-r2-andpowerview-part-i.html » Microsoft Dynamics AX 2012 R2 and Power View - Part II – Extending: http://dynamics-ax.blogspot.com/2013/03/ax-2012r2-and-powerview-part-ii.html » The Cube Behind the Power View - Part I – Perspective: http:// dynamics-ax.blogspot.com/2013/04/the-cube-behind-powerview-part-i.html » The Cube Behind the Power View - Part II – Create, Deploy, and Process: http://dynamics-ax.blogspot.com/2013/04/the-cubebehind-power-view-part-ii.html Now having each of these reviewed, you should see how simple it really is to empower yourself and your company or clients to truly start embracing the full BI semantic model. When Microsoft Dynamics AX is your system of record and acting as your main data mart, then you have a great BI offering built right into the product. This is what we refer to as Tier 1 BI for Microsoft Dynamics AX Customers, meaning that nothing but the stack of Office+SharePoint+SQL Server (OSS) is used to craft a BI story for a company. It’s very feasible, and it does not take a deep understanding of the empowering, underlying technologies to get started.

The end result is less focus around what tool is used, and more focus on the actual data. Too much focus at times is placed in the ecosystem currently around specific tools and myths of “removing IT” from the equation. The goal is putting your data to work for you, and then the tool comes into focus for the specific BI artifacts that are needed to get the job done.

AXUG Brandon George is a Microsoft Dynamics AX MVP focused on delivering value for his Customers and the community at large. Brandon is director of business intelligence for AXUG® Premium Partner Member, Sunrise Technologies, Inc, and you can find him on Twitter at DynamicsERP.

36 | AXUG Magazine

Congratulations to Michelle Overby from Kaba Ilco Corp. for winning the Fall 2013 Word Find.

Academy

Your prize is in the mail, Michelle! Below are 25 words that relate to the topics and theme in

AXUG

this issue of AXUG® Magazine. These words can be found in the grid horizontally, vertically, diagonally, backwards, and forwards. Submit your completed Word Find for a chance to win a

Blue Horseshoe

gift certificate; simply scan and email your entry to Wordfind@AXUG.com.

Budgeting

B D A R E G I O N A L C H A P T E R I V J J T J D

H I D R L O A N P P B G I Y R I B K U B D W F U R

R S G I W N A L C H O E L Y L E S I G N S C O O A

O P F J B I E N H Z T W N Y D O T T Q G T N S J G

U L Y P A D R V T C F D E K W U C S A I D Q E N B

T A P P I L R T H U N N C R B E S Z A F D P I L H

G Y O W B C H T Z E S A E P V X M T L C U T A N S

L P L L E K E O T B P N R N I I E M R T E G M U A

O A O O P B E W N Y E W O B B H E P E G Q R I P D

N C G G E E O M A T N V J I L E V W D K D E O C G

I K I I Q R J L T A O T E G T A T U J E A U I F Z

A U M S K H P B A T Y B E R N A B H L B S P O B U

H C T I J S T R Z R L M J R A C Z O S O H B N L S

C G N S C T T T T O S C E R V G B I L T B U U U M

Y G C R S R A N I B E W W D X O E T M G O L O E U

L L E E O I O N C S Z G X D A O R Y U O A I B H I

P L E B Q N U S B N U L R E Q C Z X C X R V S O M

P E F M O K D F O A J M F N W C A F M T D U A R E

U N R E W R B R Y F S Q M T E N X V C W M N U S R

S G S M K P M X N T T A R G I T T A Z M Y C O H P

Z E O N T O P I C K V Z F S T K N O I L E D G O V

R S Y I G N G Y D J S C F T P Q O T K F U O I E O

S U S Q X A R Y S T R O P E R E L B A D A E R O R

Z V C O L L A B O R A T E N S O G G N X D K D Z V

S G R H L C C O L L A B O R A T E I G E R F D E X

Collaborate Dashboard Display Pack EDI Forecaster FRx Global Branch Lyle Signs Members Microsoft Networking On Topic Power View Premium Readable Reports Regional Chapter Summit Supply Chain TARGIT Webinars Wirtz Beverage

Winter 2014 | 37

G G U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G G G U U X X XU AX AX A G A G UG U G UG UG XU XU AXU AX XU AX AX A G A G G G U U X X A A AX A G A G UG UG XU X U XU XU AX AX A G A AX G A G A G UG U XU U XU XU AX AX G A G A G AX A G A G UG UG XU U XU XU AX AX A G AX G A G A G UG U XU G G X A G UG UG XU XU AXU AX G AX A XU AX AX G A G A UG U G A G G U G U G XU XU U XU AXU AX AX A G A G G G G U G U XU X A U XU AXU AX AX G A G A U G

isv partner member showcase

T

ARGIT’s roots reach back to 1986 as a software company in Denmark.

Seeing a future in business analytics, the company sold off much of the business in 2000 to pursue that focus.

In 2012, TARGIT aptly targeted its business on Microsoft Dynamics, providing Users with TARGIT Decision Suite, a single integrated solution for business intelligence (BI) and analytics, including data discovery, dashboards, analytics, reports, financial statements, alerts, and notifications, all from one platform.

COMPANY TARGIT INTERVIEWEE Ulrik Pedersen, COO WEBSITE www.targit.com HEADQUARTERS Denmark SUBSIDIARIES Boston, Massachusetts and Tampa, Florida PHONE 813-933-4600 EMAIL InfoUS@targit.com ESTABLISHED 2000 AXUG® PARTNER MEMBER SINCE 2006

38 | AXUG Magazine

AXUG: What do Users like about TARGIT? Ulrik Pedersen (UP): We receive very high props in our Customer satisfaction surveys for support and follow-through on projects. We have an established department that works only with existing Customers, so they know they’re taken care of after the sale.

From a product perspective, they like that we offer everything in one platform and that they don’t have to go to different products for reports or analysis.

We also truly have unsurpassed User friendliness in our product. Every product today claims to be User friendly, but we’re actually so much so that you can just say a command, and TARGIT will show you an analysis. It’s kind of like “Back to the Future”, but literally, you just ask for it, and the product will give it.

AXUG: Love that movie-like magic! What’s coming out next for Users?

UP: We recently launched the mobile client for Android, so we now cover iPhone and Android. In mid-December, we released a service release that includes a new reporting engine that caters to an organization’s finance department. Furthermore, we have included a big performance-tuning feature in this release that enables Customers using Microsoft cubes as their data warehouse to turbo-boost those cubes using a mix of in-memory and advanced caching technology.

This gets a little technical, but basically, they’ll get whatever they ask for in an instant. The challenge with cubes is that they perform quickly, on aggregated levels, but if you go to a transactional detail level with millions of rows right off the bat, a cube will never perform, no matter which tool you put on top of it. We finally cracked the code so that the TARGIT client and server engine will use advanced caching and a proprietary in-memory

data storage to supplement the cubes and deliver a lightning fast experience to the Users. If you do a side-by-side comparison with TARGIT and any other tool using Microsoft cubes, we perform faster because of this architecture.

AXUG: You mentioned support of the Android and iPhone platforms. How does the mobile client differ from TARGIT’s desktop client?

UP: We have three levels of clients – normal, advanced, and developer – and the mobile experience is very similar to “normal” access on the Windows or web client. Not all the developer tools are on the mobile client, so you can’t set up a new dashboard or report, but you can use everything else, including the slicing and dicing of analysis and reports so you can answer those questions you may have.

What’s really popular on the mobile client is that you can receive push notifications on things that are crucial for you to be up to date on, for example, if your inventory is running low.

Mobility has been a hype word for a long time, but it’s just now being implemented and adopted

by Users.

AXUG: When you’re talking with Users, what type of questions come up most often with regard to BI and analytics?

UP: Mobility is one for sure, but another is integration of data – how do they get budgets in, reporting across Microsoft Dynamics CRM and Microsoft Dynamics AX, and so on. There’s also a lot of talk about big data.

I think if you ask 10 people to define big data today, you’ll get 10 different definitions.

AXUG: How do you define big data?

UP: Big data is the enormous amount of data outside your organization that you can’t control and can’t necessarily access.

We have some tools that help Users sample on big data, meaning they could query on how they rank on search engines compared to 10 named competitors with defined search terms, and then the tool will go out and find the data that’s relevant.

There are billions of searches made every day, and if you know what you’re looking for, we can pull that information and look at the data.

We also have the ability to do similar searches on social media platforms and search on defined terms to see how a User’s organization is being talked about on those platforms.

AXUG

G UG UG XU XU AX AX A A XU AX AX A G A G UG UG XU XU G UG U XU X AX A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G UG AX A G A G UG UG XU XU AX AX U XU X AX A A G G UG UG AX G A G A UG UG XU XU AX AX A U XU XU AX AX G A G A UG UG XU G AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G UG U AX G A G A G UG U XU X AX A G G U U X A X G UG UG XU XU AXU AX AX G A G A G AX A XU AX AX G A G A UG UG XU X U G G A G G UG UG XU XU AX AX A U XU AXU AX AX A G A G A UG UG X U G G A X U A X U G G A U XU AXU AX AX G A G A UG UG XU G G G U U X X A A G XU AX AX A G A G A UG UG XU XU G U G U XU X X A A G G XU AX AX G A G A UG UG XU XU AX G U U X X A A G G U AX A G A G UG UG XU XU AX AX U XU XU AX AX A G A G A UG U AX G A G A G UG U XU X X A U XU XU AX AX G A G A UG UG X G AX A G A G UG UG XU XU AX AX A X G UG UG XU XU AX AX G A G A UG

learn academy corner

A

XUG® Academy strives to be the premier learning destination for all Microsoft Dynamics AX professionals.

Here’s what some of your fellow AXUG Members are saying about the most recent AXUG Academy training classes they took in Tampa, Florida, prior to AXUG Summit 2013.

Understanding the Microsoft Dynamics AX 2012 Data Model: “Instructor did an excellent job and showed a true mastery of the topic.”

“The instructor is great. He is an expert in his field.”

Compliance for Techies: Internal Control Approaches for Code Management: “Joris is articulate and comes across as very knowledgeable on the subject. He provided some good insight on the process.”

Introduction to Management Reporter: “Noah did a good job of covering the material and tailoring it to the needs of the class. He asked each one of us to state our level of Microsoft Dynamics AX knowledge, which really helped define the pace of the class. Derek acted as a troubleshooter to keep students on track and to deal with specific issues. Very good system! I learned a lot.”

We are very excited to continue to bring you incredibly rich content in 2014, content that is generated by listening to you, our AXUG Members. If you have recommendations or feedback as we plan for the 2014 AXUG Academy lineup, please contact us at Academy@AXUG.com. AXUG Winter 2014 | 39

doc-link™ The Key to Going Paperless

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800.997.9921

www.altec-inc.com

1 | Joe Villella business analysis lead Joe.villella@zurn.com Zurn Industries, LLC 800 Users

topic on

We’re growing globally and need to extend the reach of our lean supply chain to accommodate that expansion. We’re also working to increase visibility to potential (quoted) demand and incorporate that data into procurement decisions while maintaining a lean philosophy.

...with AXUG Members This quarter we asked a few AXUG® Members about how their supply chain needs have changed in the past 12 to 24 months.

Here are their answers.

1

2

4

2 | Jay Omdahl vice president - ERP Fanatics Jay@trustedadvisorserp.com 200+ Users We moved to mobile and also increased the use of drop ship vendors for highly specialized product fulfillment.

3 | Terry Forshee IT manager – applications CMC Group Tforshee@cmcgp.com 230 Users The biggest change for us has been how we communicate with our suppliers. Over the years, we have exchanged purchase orders and invoices through the postal service. We had to plan and allow for days or weeks to pass in order to fulfill an internal need. We recently stopped sending and receiving faxes, which has saved us time in our fulfilment, and for the past year, we have primarily exchanged purchase orders and invoices as email attachments. In the future, we hope to shorten this time even further by utilizing EDI ordering straight out of Microsoft Dynamics AX. Another major change for us has been product selection and pricing. Not too long ago, many suppliers would send us their product catalog. As suppliers have adapted to the Internet, the number of catalogs we receive each year diminishes. Today, most of our investigation and product analysis are done online.

4 | Michael G. Ulicne materials manager Mulicne@sutphencorp.com Sutphen Corporation 85 Users

3

Our supply base doesn’t carry as much inventory as they did prior to the recession, and we have to issue more blanket purchase orders and do a better job forecasting than in the past. We are also getting shorter lead times from our customers, causing us to be designing special options within suppliers lead times, making expedition a necessity.

AXUG

Winter 2014 | 41

865

469

42 | AXUG Magazine

495

930

1000

Mark your calendar... to meet us in St. Louis!

The Week of October 13, 2014

AXUGsummit.com Winter 2014 | 43

Introducing The List MOBILE

Now you can get The List To Go!

Search for the products and services you need with the new Mobile version of The List! Add it to your home screen from: www.thelistmobile.com or simply scan the QR code below:

Table of Contents Industry...................Page 46 Horizontal................Page 50 Services...................Page 57

The List from The Partner Channel® is your tool for finding the solutions available from Microsoft Dynamics® Partners. Review the various industry, horizontal, and service offerings available and you may just find exactly what you’ve been looking for! The List is unique in that it shares only those solutions and services that work with the Microsoft Dynamics product line. We want you to spend time using the solution, not looking for it. If you have a product or service that you would like included on The List, please contact Jane@thepartnerchannel.com.

NOTE: The Partner Channel and Dynamic Communities offers no expressed or implied warranty or guarantee for any of the products included in this directory. Support and quality assurance of these software products and services are solely the responsibility of each Microsoft Dynamics Partner. *Due to the nature of the “classified” format used for The List, Microsoft Dynamics brand guidelines may not have been followed. We encourage Partners NOT to follow the example we are setting!

Industry

INDUSTRY

Apparel Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

Automotive

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

Consumer Packaged Goods

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARaS - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution.

Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Chemicals Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

KEY:

Axapta

Great Plains

46 | AXUG Magazine

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork� solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Construction AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Navision

Solomon

Tribridge http://www.concertocloud.com/cpg 877-744-1360 Tribridge Concerto CPG Cloud Based CPG. Built on Microsoft Dynamics AX, Concerto CPG incorporates premium business solutions for speed, accuracy, visibility, and scale – deployed in the Cloud for accessibility.

Cross Industry Solution Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link, Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

Customer Relationship Management

Retail Management System

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Point of Sale

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality – without breaking your budget.

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Finance/Banking AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Food & Beverage Process Mfg solution tightly integrated with Traceability, Catch Weight, Formula, Food Safety & Regulatory Compliance.

Visit www.AxoLOGIX.com for Real-time WMS & www.AxoQCS.com for automating Food Safety such as GFSI.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture.

Increase revenue, proďŹ t margins and asset utilization.

Business Systems Integrators

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Government Solver Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork� solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS. KEY:

Axapta

Great Plains

Navision

Solomon

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Customer Relationship Management

Retail Management System

http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Healthcare Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Healthcare Drive down costs, control purchases and manage your materials. Supports single and multi-site facilities. Integrate Requisition through Invoice Automation and Inventory processes. Record items using barcode scanners.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

High Tech and Electronics

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Point of Sale

Winter 2014 | 47

INDUSTRY

kCentric Technologies Inc

Food and Beverage

INDUSTRY

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Maintenance Management eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

Manufacturing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Industrial Equipment Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Insurance

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Life Sciences Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

KEY:

Axapta

Great Plains

48 | AXUG Magazine

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX for Manufacturing Experts in Discrete & Process integrated to WMS. Visit www.AxoLOGIX.com for Real-time WMS and www.AxoQCS.com for quality, safety & compliance.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

Navision

Solomon

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Advanced Production Production insight and control on the shop oor.

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

HighJump TrueCommerce EDI Solutions http://www.highjump.com/truecommerce 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Customer Relationship Management

Retail Management System

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Media and Entertainment

KORE Software http://www.KOREsoftware.com • 480-240-5662 KORE ProSports™ More teams in the NFL, MLB, NBA & NHL use KORE than any other software. CRM for sponsorships, ticket sales, premium seating & media traďŹƒcking.

Point of Sale

Non-Profit Organizations

Software Corporate Services

Paramount Technologies

Avalara, Inc.

Sierra Workforce Solutions http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Oil and Gas Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM. Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

Pharmaceuticals Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Axapta

Great Plains

http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Professional Services

http://www.corpservice.com • 800-293-6822 TrakQuip and RTMS Software Solutions Whether you own, rent, or utilize equipment, TrakQuip & RTMS make it easy to track & manage your assets, automate routine business operations, & produce excellent ďŹ nancial information to accurately run your business.

Warehouse Management

Horizons International Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Appolis http://www.appolis.com • 612-343-0404 WithoutWireTM Warehouse Appolis WithoutWire™ Warehouse Management Solution provides fully integrated traceable lot tracked inventory for Manufacturers and Distributors.

kCentric Technologies Inc

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Project Cost Control Insight into budget, registration, forecast and control of your projects in one single view.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Visual Project Planning Graphical planning of projects, resources and materials.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com 888-254-7242 Hitachi Solutions America Hitachi Solutions helps businesses complete with the largest global enterprises by delivering proven business and IT strategies using powerful and easy to use industry solutions based on Microsoft Dynamics AX and CRM.

WennSoft, Inc. http://www.wennsoft.com 262-821-4100 NEW: Evolution Manage resources, track assets, automate ďŹ eld ticketing, improve cash ow.

KEY:

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Solution for Pharmaceutical-AxoPHARM Computer System Validation (CSV), GxP, 21 CFR Part 11 Compliance. Manage compliance & validation along with your Dynamics implementation by utilizing our toolkits for FDA & Health Canada compliance. www.AxoPHARM.com

Retail Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Navision

Solomon

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

Customer Relationship Management

Retail Management System

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

AxSource Infotech Inc. http://www.AxSourceInfotech.com 905-854-6059 Dynamics AX Product for Warehouse Management- AxoLOGIX AxSource has built tightly integrated solutions to extend AX functionality to the warehouse for Multiple Units of Measure (UOM), Catch Weight, Traceability, Real-Time Data Management, EDI. Visit www.AxoLOGIX.com. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Wholesale Trade: Durable Goods Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos/vSync EDI EDI and supply chain compliance solutions for Microsoft Dynamics.

Point of Sale

Winter 2014 | 49

INDUSTRY

http://www.paramounttechnologies.com 248-960-0909 WorkPlace for Non-ProďŹ ts GL Distributions, Budgets, Audit Trails, Requisition & Expense.

Blue Moon Industries http://www.bluemoonisv.com • 401-276-9000 Chargeback Processing Provides deductions management capability for cash receipts processing.

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

kCentric Technologies Inc

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Horizontal Barcode Data Collection

Analytics

HORIZONTAL

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

TARGIT http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Asset Maintenance/MRO /EAM eRPortal Software Group LLC http://www.erportalsoftware.com 413-233-5404 eRPortal CMMS Software Suite The eRPortal Software Group provides high performance, web-enabled, Asset Management, Maintenance Management, and Materials Tracking software solutions for managing strategic assets and operations.

KEY:

Axapta

Great Plains

50 | AXUG Magazine

Solver eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Radley Corporation http://www.radley.com/MSDynamicsAX/ 616-554-9060 Radley Barcoding and EDI Solutions Enterprise-class EDI, Barcode Data Collection, Materials Management, across industries worldwide: Barcode Label License Plating, PLC/Machine Integration, Traceability, Asset Mgmt, Inventory Control, Labor Tracking.

Budgeting

http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

deFacto Global, Inc. Solver http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

Solver

Total Dynamics Solutions, LLC

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, interactive, & integrated planning/budgeting for MS Dynamics.

Navision

Business Intelligence Accountable Software

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

deFacto Global, Inc. http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹƒce Using Atlas, you'll see how real-time two way data validation integrates between OďŹƒce & AX. Improve your productivity with self-suďŹƒcient reporting capabilities as well as eliminating the need to rekey data.

Halo Business Intelligence http://www.halobi.com • 888-300-0219 Halo Business Intelligence Any source, data quality, rapidly deploy, predict, collaborate & mobile.

http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Solver

Bottomline Technologies

Compliance

eBridge Connections

http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management doc-link electronic document solutions support compliance mandates.

http://www.ebridgeconnections.com 800-755-6921 eBridge for CRM eBridge platform to seamlessly integrate customer and opportunity data.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a cost-eďŹƒcient Microsoft platform.

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality – without breaking your budget.

MetaďŹ le Information Systems, Inc.

http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

TARGIT http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Total Dynamics Solutions, LLC

Business Process Management Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Axapta

Great Plains

ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workow & reporting integrated with Dynamics.

Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Check Printing

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

KEY:

http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Assure Sarbanes-Oxley segregation of duties solution with built-in audit intelligence from certiďŹ ed Auditors. Get the data your Auditors want - Fast!

Cost Accounting Corporate Renaissance Group http://www.crgroup.com • 613-232-4295 Cost Allocator Perform multi-level account allocations using 1 of 4 methods: percentage values, ďŹ xed amounts, cost drivers/measures, or account balance. Integrates with Dynamics, other ERP solutions or as a stand-alone system.

Credit Card/Check Processing Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

Customer Relationship Management

Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Data Integration eBridge Connections http://www.ebridgeconnections.com 800-755-6921 eBridge Integration Solution The leading cloud integration platform for EDI, webstore, CRM systems.

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹƒce Using Atlas, you'll see how real-time two way data validation integrates between OďŹƒce & AX. Improve your productivity with self-suďŹƒcient reporting capabilities as well as eliminating the need to rekey data.

Data Management Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Distribution

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Winter 2014 | 51

HORIZONTAL

Solver

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Ariett Business Solutions, Inc.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

HORIZONTAL

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Kitting Multiple items dynamically combined into one product.

Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture.

Increase revenue, proďŹ t margins and asset utilization.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Document Management

http://www.ariett.com • 781-826-1120 Box4Dox Cloud Automation Service for Documents & Transactions New breakthrough Windows Azure Cloud Service that automatically processes your documents & transactions - AP Invoices, contracts, expense receipts etc with zero employee involvement.

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Enterprise Content Management Optimized use of tagged documents in your critical business processes.

Bottomline Technologies http://www.bottomline.com/Transform_ Filer_for_Sharepoint • 866-551-6934 Transform Filer for SharePoint A powerful, easy-to-use and costeective ďŹ ling and ďŹ nding solution for document management on SharePointÂŽ that manages transactional content by linking documents/records with business applications.

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality – without breaking your budget.

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

E-commerce

Avalara, Inc. http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Computer Pundits Corporation http://www.eCommerce21.com • 888-786-3487 eCommerce21Ž Patented B2B and B2C database driven eCommerce, fully integrated with Dynamics, for automated production of Web Storefront with intuitive navigation, SEO and full Shopping Cart for easier sales from your website. eBridge Connections

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html • 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workow.

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

http://www.ebridgeconnections.com 800-755-6921 eBridge for eCommerce Integration with all webstores incl.

Amazon, Magento, BigCommerce, eBay+

kCentric Technologies Inc http://www.k-ecommerce.com 514-973-2510 ext. 2 k-eCommerce ecommerce solution B2C, B2B, Customer service, SEO, CMS, Seamless real time integration to Dynamics AX, GP, NAV, SL, CRM, Cloud based, International.

EDI AIM Computer Solutions, Inc. http://www.aimcom.com/Autosys.htm 586-439-0300 AIM Vision AutoSys EDI, AIAG barcode labels, Demand Mgmt, Release Acctg., MMOG-LE/TS16949.

Business Systems Integrators http://www.BusinessSysInteg.com 866-871-2097 EDI BSI provides superior EDI solutions for AX & GP, both on-premise & SaaS.

KEY:

Axapta

Great Plains

52 | AXUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

eBridge Connections

Liaison Software Corp

http://www.ebridgeconnections.com 800-755-6921 eBridge for EDI Web EDI solution eliminates transaction fees – over 1000 trading partners.

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Radley Corporation http://www.radley.com • 248-559-6858 ext. 114 Radley iCARaS - The Complete Automotive EDI Solution OnPremise/InCloud/OnDemand, iCARaS - complete Automotive EDI solution.

Prod. Schedule Release Acct, Label Compliance, ASN Generation, CertiďŹ ed Honda Compliance. Ideal for Automotive, Heavy Truck, RV/MC/ATV & more.

Electronic Document Delivery (Email)/Faxing Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Bottomline Technologies http://www.bottomline.com/dynamics 866-551-6934 Create!formÂŽ Complete document & payment automation - Customize & deliver Dynamics output, including MICR checks. Easily reformat data, building "intelligent forms" for print, fax, email, archive or web.

Electronic Signatures AssureSign LLC http://www.assuresign.com • 407-670-0400 AssureSign Electronic Signature Software Integrated cloud or on-premise enterprise class Electronic Signatures.

Expense Solutions

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace Expense Integrates web submission of expense reports, automatic routing, and electronic approvals of individual line-item expenses.

FieldOne Systems http://www.ďŹ eldone.com • 201-252-8900 FieldOne Sky An end-to-end platform supporting all phases of ďŹ eld service management including routing and scheduling, work process automation, communications, and business intelligence with support for any mobile device.

Hitachi Solutions America http://us.dynamics.hitachi-solutions.com/ 888-254-7242 Field Service Automation Hitachi Solutions ďŹ eld service automation solution connects your oďŹƒce and ďŹ eld service sta with the information and processes needed to improve ďŹ eld operations productivity and deliver service excellence.

HR Management Corporate Renaissance Group http://www.crgroup.com • 613-232-4295 emPerform emPerform is an easy-to-use, webbased appraisal system that integrates employee reviews, goal management, succession planning, compensation management, 360 multi-rater feedback, unlimited web surveys and reporting.

Cutwater http://www.cutwatersolutions.com 800-564-8806 (AIM) Advanced Inventory Manager Reporting categories to allow users to gain insight into the cost and eďŹƒciency of current stocks. Reports also track order history and analyze and monitor purchasing trends across vendors and product groups. eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionmcr-multi-channel-retail/ 303-327-8800 JunctionMCR for MultiChannel Retail End-to-end solution set, available onpremise and on-demand, built into Microsoft Dynamics AX providing fully integrated functionality for customer service, order and inventory management, across all retail channels.

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Invoicing Enhancement HR Services Inc. http://www.mystaďŹƒngpro.com • 800-939-2462 myStaďŹƒngPro Applicant Tracking System Recruiting software to qualify applicants, track jobs, and select hires.

AXtension http://www.AXtension.com • +3177 323 2622 AXtension Invoice Processing Optimized accounts payable invoice processing.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Inventory Management Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

ReadSoft http://www.readsoft.com • 504-841-0100 ReadSoft Online for Accounts Payable Automation Automate invoice processing by eliminating data entry, manual approvals & ďŹ ling with capture, workow & reporting integrated with Dynamics.

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable Warehouse Management Solutions & MFG operations.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Winter 2014 | 53

HORIZONTAL

HighJump TrueCommerce EDI Solutions http://www.highjump.com/ truecommerce • 888-205-1531 ext. 1 HighJump TrueCommerce EDI Solutions HighJump TrueCommerce EDI makes EDI painless with an end-to-end solution that is easy to use, robust, and aordable. TrueCommerce EDI is a Microsoft Gold CertiďŹ ed Partner and certiďŹ ed for Microsoft Dynamics GP.

Field Service Management

Job Costing

Ariett Business Solutions, Inc.

Sierra Workforce Solutions

http://www.ariett.com • 781-826-1120 Ariett Travel & Expense Reporting Complete Expense Reporting with Policy Management, Business Units, Currency, Corporate & Personal Credit Card Integration, Mobile Apps, Receipt Processing through Ariett Box4Dox Service.

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Manufacturing Enhancement

Ariett Business Solutions, Inc.

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

HORIZONTAL

eNSYNC Solutions, Inc. http://www.ScanWorkX.com • 913-647-8640 ScanWorkX for Dynamics AX Extend Dynamics AX to nearly any mobile device. More than 75 standard DAX functions with and without barcoding.

Custom transactions available.

http://www.ariett.com • 781-826-1120 Ariett AP Invoice Automation & Document Manager AP Invoice Automation, Document Manager, Intercompany Processing, 1099, Cloud Box4Dox AP Invoice Automation Service, WennSoft, Olympic Project, MEM.

Bottomline Technologies http://www.bottomline.com/transformap_ for_sharepoint • 866-551-6934 TransformŽ AP SharePointŽ-based AP invoice automation solution for approvals, document management & reporting plus integration with Microsoft Dynamics. Streamlines AP processes, reduces processing costs, & increases visibility.

Paramount Technologies MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html • 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workow.

ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workow.

Payroll Enhancement Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger DD Batch email password protected Direct Deposit Statements to Employees.

http://www.paramounttechnologies.com 248-960-0909 WorkPlace eProcurement Solutions for Requisition, Purchasing & Invoice Automation. Options include PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

ReQlogic http://www.reqlogic.com • 650-235-1925 ext. 5 ReQlogic ReQlogic is a browser-based employee productivity suite that provides solutions for eProcurement, requisitions, vendor invoices, expense reports and advanced workow.

Product Lifecycle Management QBD Systems http://www.qbdsys.com • 800-743-9003 Universal PLM Integration Integration w/ PLM s/w incl. Agile, Arena, Aras, Solidworks EPDM & more.

Purchase Order Processing Enhancement

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Multi-Entity Management Arbela Technologies http://www.arbelatech.com • 949-291-4777 Master Data Centralization For Dynamics AX Arbela's Master Data Centralization for Dynamics AX easily manages product, customer, vendor, employees, and COA master data across multiple companies for more productive advanced shared services.

Sierra Workforce Solutions Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

ImageTag, Inc. http://www.imagetag.com • 480-753-9300 KwikTag Document Management & Workow for Dynamics Powerful. Practical. Proven. KwikTag

by ImageTag makes document and business process management a reality – without breaking your budget.

Liaison Software Corp

Payables Enhancement

http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Axapta

Great Plains

54 | AXUG Magazine

Navision

Solomon

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Portals Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Procurement Management Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EFT Batch email & fax EFT Remittances to Vendors pref. Archive internal copy.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

KEY:

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Customer Relationship Management

Retail Management System

Ariett Business Solutions, Inc. http://www.ariett.com • 781-826-1120 Ariett Purchase to Pay and Travel & Expense Requisition, Purchase Order Management, AP Invoice Automation with Document Manager, Expense Reporting with integrated Corporate & Personal Credit Cards, Cloud or On Premise.

Paramount Technologies http://www.paramounttechnologies.com 248-960-0909 WorkPlace Requisition and Purchasing Includes PunchOut, Check Request, Budget Compliance, RFQ, Requisition, PO Generation, Receiving, Invoice Matching & Vendor Contract Compliance.

Point of Sale

Quality Control

Security

Horizons International http://www.qualityessentialssuite.com 866-949-9504 ext. 811 Quality Essentials Suite Quality Mgt. System oers decimal precision, cert. of analysis, non-conformance, material holds, reporting, data export.

Integrated to Dynamics, Horizons Manufacturing, also non-integrated application avail.

Reconciliation

Adra Match http://www.adramatch.com • +44 207 868 5171 BALANCER - Balance Sheet Reconciliation Software Balancer allows you to replace cumbersome spreadsheets and error-prone manual tasks with a full real-time overview of the entire balance sheet reconciliation process. Free up time and close faster with Balancer.

Adra Match http://www.adramatch.com • +44 207 868 5171 RECEIVABLES - Payment Matching Software Receivables handles complex incoming payments your ERP system can't match.

By using three information sources - the payment ďŹ le, open invoices and the customer register - the system matches all incoming payments.

Reporting Accountable Software http://www.accountable.com • 610-983-3100 Dynamics Reporting LIVE Dynamics Data in Excel, SSRS, SharePoint, Business Portal & the Web.

TARGIT

http://www.deFactoGlobal.com 203-894-1789 ext. 221 deFacto Performance Management Premier “All-in-Oneâ€? Dynamics Financial & Operational Budgeting, Forecasting, Consolidation, Analysis and Reporting, Excel/Web-based. Powerful, Aordable.

http://www.targit.com • 813-933-4600 TARGIT Decision Suite TARGIT is the world’s largest Business Intelligence vendor for companies using Microsoft Dynamics NAV or AX, and is recognized by Gartner and BARC for user-friendliness, visualization, and innovation.

Total Dynamics Solutions, LLC

Globe Software http://www.globesoftware.com • 701-235-4084 Atlas - Real-time Reporting & Upload into AX from Microsoft OďŹƒce Using Atlas, you'll see how real-time two way data validation integrates between OďŹƒce & AX. Improve your productivity with self-suďŹƒcient reporting capabilities as well as eliminating the need to rekey data.

Solver http://www.solverusa.com/retail/ 310-691-5300 Solver BI360 Suite for Retail BI360 gives retailers the ability to forecast, track and analyze product and store sales, plan more eective promotions, purchase merchandise that matches customer regional buying preferences, and improve staďŹƒng.

Solver http://www.solverusa.com/healthcare/ 310-691-5300 Solver BI360 Suite for Healthcare Solver’s BI360 helps healthcare providers better manage their performance through user-friendly planning, budgeting, reporting, dashboard and data warehouse tools running on a costeďŹƒcient Microsoft platform.

http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Providing value-added analytical capabilities for Microsoft Dynamics.

Sales Order Processing Enhancement Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Cincom Systems, Inc http://acquire.cincom.com • 877-244-2308 Cincom Acquire Smart ConďŹ gure, Price, Quote + Seamless Integration w/ Dynamics. Close deals up to 80% faster! See us at Convergence!

Outsmart. Outsell.

Experlogix, Inc. http://www.experlogix.com 805-504-9729 ext. 712 Experlogix ConďŹ gurator for Microsoft Dynamics CRM & ERP Experlogix ConďŹ gurators meets the demands of today’s competitive marketplace by simplifying the process of selling customized products, accelerating proposal development times and increasing quote-to-order ratios.

Solver http://www.solverusa.com/government/ 310-691-5300 Solver BI360 Suite for Government As federal, state and local governments look for powerful BI solutions to drive performance and reduce costs, Solver’s dashboards, scorecards, reporting and forecasting are proving to be invaluable tools.

Liaison Software Corp http://www.liaisonsc.com 800-811-4618 ext. 201 Liaison Messenger EDD Batch email, fax, print, archive Invoices, Statements, Sales Orders, Purchase Orders to customers, vendors, sales.

Attach supporting documentation.

Use existing reports (GP report writer, SSRS, Crystal).

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Security Manager Arbela’s Security Manager radically simpliďŹ es managing and auditing security, and enables you to concentrate more on your investment in Dynamics AX rather than spending countless hours securing it. V2009 and V2012.

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath Audit Trail An agile auditing tool that records changes to all Dynamics databases for easy analysis and reporting. You can know what changed, who changed it and the before and after values. Real information, real results.

Fastpath Solutions, Inc http://www.gofastpath.com 515-276-1779 ext. 410 Fastpath ConďŹ g AD - Active Directory integration tool Simplify Dynamics GP, AX or CRM user provisioning with Active Directory.

Single interface for managing Dynamics users improving security, saving time and money. GP solution oers Single Sign on functionality.

Supply Chain Management Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

AIM Computer Solutions, Inc. http://www.aimcom.com • 586-439-0300 AIM Vision Synchronize EDI, material requirements, lead times & supplier purchases.

Arbela Technologies http://www.arbelatech.com • 949-291-4777 Arbela Technologies With over 200 years of cumulative ERP experience, we have conďŹ gured and tailored Dynamics AX to ďŹ t the speciďŹ c needs of various industries without signiďŹ cant customizations. Gain from Our Experience.

Solver http://www.solverusa.com • 310-691-5300 Solver - BI360 Suite Both Excel & Web-based Financial & Operational Reporting, Budgeting, Dashboards, & a pre-conďŹ gured Data Warehouse w/ direct integration to Microsoft Dynamics.

KEY:

Axapta

Great Plains

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Winter 2014 | 55

HORIZONTAL

Adra Match http://www.adramatch.com • +44 207 868 5171 ACCOUNTS – Transaction Matching Software Accounts is a software solution that replaces cumbersome spreadsheets and error-prone manual reconciliations with a rules driven, automated solution for all types of transaction matching.

deFacto Global, Inc.

Arkieva http://www.arkieva.com • 302-738-9215 (APS) Advanced Planning and Scheduling An integrated solution set that fully supports an organization’s Sales and Operations Planning needs. Modules include Demand & Supply Planner, S&OP, Single & Multi-Echelon Inventory Analyzer and Finite Scheduler.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

HORIZONTAL

ASC Software http://www.ascsoftware.com • 937-429-1428 ASCTrac Award winning, scalable, Warehouse Management Solutions (WMS) designed to support the demanding requirements of Distribution, Manufacturing and 3PL operations, covering the entire Supply Chain cycle.

Demand Solutions http://www.demandsolutions.com 800-886-3737 Demand Solutions Demand Solutions oers aordable, easy-to-use tools for manufacturers and distributors who want to increase forecast accuracy, improve customer service levels and reduce overall inventory to maximize proďŹ ts.

Sierra Workforce Solutions

Junction Solutions http://www.junctionsolutions.com/productssolutions/junctionfb-food-beverage/ 303-327-8800 JunctionFB for Food & Beverage Manufacturers A “Field to Fork� solution set built into Microsoft Dynamics AX, providing 360-degree visibility of the entire value chain, available on-premise or on-demand.

Trade Promotion Management

RockySoft http://www.RockySoft.com 970-493-0868 ext. 105 Inventory Management and Supply Chain Planning Pack Light Supply Chain Mgmt SuiteForecasting, Inventory Mgmt, Purchase Order Planning, Vendor Lead Time Mgmt, Retail Store Planning and S&OP.

Tax Blue Horseshoe http://www.supplychaindynamicsax.com 317-573-2583 Supply Chain Suite for Dynamics AX Unlike other solutions, Supply Chain Suite embeds industry-speciďŹ c functionality directly into the business layer of Dynamic AX’s architecture.

Increase revenue, proďŹ t margins and asset utilization.

Avalara, Inc. http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

Time and Attendance

KEY:

Axapta

Great Plains

56 | AXUG Magazine

Flintfox International Limited http://www.intfox.com • 404-245-5116 TPM for Dynamics Suite Integrating Trade Promotion Management processes into Dynamics. Sell-side and Buy-side, advanced pricing, planning and execution of deals, promotions, rebates and fees, plus settlement (deductions, claims, payments).

Solomon

http://www.u-linc.com 217-732-3737 ext. 0203 U-LINCÂŽ, Powered By Integrity Data Workow and notiďŹ cations anytime, anywhere in Microsoft Dynamics.

Works seamlessly within and across your existing system, is exible and easy to use, improving organizational performance.

Total Dynamics Solutions, LLC http://www.totaldynamicssolutions.com 612-276-5075 Enterprise Business Management Web based, integrated trade management for Microsoft Dynamics.

Altec http://www.altec-inc.com 800-997-9921 ext. 1255 doc-link Integrated Document Management Capture, workow, output & archive w/doc-link, Doc. Mgmt. for Dynamics.

Datahaven for Dynamics http://www.datahaven4dynamics.com 757-222-2000 Datahaven for Dynamics Datahaven is the only scanning, OCR, and workow solution natively embedded—not simply integrated—throughout the Microsoft Dynamics user experience and available to non-Dynamics users from Microsoft Outlook.

Kronos Incorporated http://www.kronos.com • 800-225-1561 Workforce CentralÂŽ Suite Seamlessly integrates with Microsoft Dynamics to completely automate the essential timekeeping, human resources and ďŹ nancial processes.

Navision

Esker Inc http://www.esker.com • 800-368-5283 Document Process Automation Addressing processes like accounts payable, accounts receivable, and sales order processing, Esker solutions enable companies to automate the reception, processing and sending of documents with one platform.

Integrity Data

Workflow / Notifications

Data Masons Software http://www.datamasons.com • 866-575-1631 Vantage Point EDI for Dynamics Data Masons helps companies leverage EDI into a competitive advantage by providing tight integration with Dynamics, without customizations.

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Customer Relationship Management

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html • 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workow.

MetaďŹ le Information Systems, Inc. http://www.metaviewer.com • 507-286-9232 MetaViewer Paperless ERP for Microsoft Dynamics Enhance your AX, GP, NAV & SL solutions by adding integrated scanning, OCR, eInvoicing, workow, and AP/AR Automation.

PaperSavePro http://www.PaperSavePro.com • 877-727-3799 PaperSavePro PaperSavePro™ is a CertiďŹ ed for Microsoft Dynamics document management and electronic workow solution that eliminates inherent risks and ineďŹƒciencies associated with paper.

Retail Management System

Point of Sale

Services Application Service Provider/Hosting

Email Marketing The Partner Marketing Group

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

GoIWx, Inc. http://www.goiwx.com 952-258-6329 Cloud Hosting Services for Dynamics ERP and CRM Simplify your business in the Cloud. 30 day free trials available.

HR & Payroll Implementation & Consulting

Myappsanywhere by NetStandard http://www.myappsanywhere.com 888-636-HOST Premier Cloud Computing Provider Myappsanywhere provides a complete go-to-market integrated cloud solution delivering 99.999% uptime, customizations, no minimums and secure storage in its privately-owned SSAE 16 Type 2 data center facilities.

Rose Business Solutions, Inc http://www.roseasp.com • 858-794-9403 RoseASP RoseASP has been hosting Microsoft Dynamics applications since 2000. We host AX, SL, NAV, GP and CRM along with a host of ISV solutions. Great commissions for the life of the contract. We guarantee 99.5% uptime.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

MaxxVault LLC http://www.maxxvault.com/ MaxxDynamics.html • 516-880-6800 NEW: MaxxVault MaxxDynamics, from MaxxVault LLC, provides a direct link between Microsoft Dynamics GP, AX, SL and NAV ERP systems and the MaxxVault document management repository. Integrated document management and workow.

http://www.thepartnermarketinggroup.com 605-574-9432 Microsoft Approved Vendor for Dynamics Marketing Consulting From strategic marketing plan development to the critical daily execution, this Microsoft experienced team can help ďŹ ll your sales pipeline.

Reviora http://www.reviora.com • 813-344-1600 Cloud ERP hosting Cloud hosting for Dynamics ERP/CRM. Enterprise-class delivery.

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

http://www.tornado-marketing.com 608-213-0377 Marketing Consulting Tornado Marketing oers high-impact, highly eective marketing consulting.

10+ years in the channel. Websites. SEO. Copywriting.

Member Organizations Dynamic Communities http://www.dynamiccommunities.com 877-324-8880 Microsoft Dynamics User Groups - AXUG, CRMUG, GPUG, NAVUG The User Groups are independent communities that empower Microsoft Dynamics users to connect, learn and share experiences to improve their use of and ROI on their solution. User & Partner memberships are available.

OnDemand Trials Tribridge http://www.concertocloud.com • 877-977-8458 Tribridge Concerto Cloud Services Concerto Cloud oers Dynamics Solutions as a Service in a private cloud environment. Subscription pricing, dedicated resources, no shared components, and a complete solution customized to ďŹ t unique needs.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

Rose Business Solutions, Inc http://www.goERPcloud.com • 855-ERP-CLOUD ERP Cloud Trials Test drive preconďŹ gured Microsoft Dynamics AX, GP, NAV, and CRM demo environments with integrated ISV solutions built for the web. goERPcloud trials help users understand the power of Dynamics and the cloud.

WatServ http://www.watserv.com 866-531-2598 ext. 2311 Hosting and Cloud Computing for Microsoft Dynamics ERP and CRM WatServ is one of North America's largest, most experienced providers of Cloud Computing services for Dynamics AX, Nav, GP, SL & CRM.

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Custom Development

Marketing Planning & Services

Sierra Workforce Solutions

Looking Glass Marketing

Plumbline Consulting, LLC.

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

http://www.lookingglassmarketing.com 614-453-5927 Cost-eective Marketing Solutions for Microsoft Dynamics Partners Award-winning outsourced marketing services including lead generation, nurture marketing, email marketing, web design/SEO, content development.

http://www.PlumblineConsulting.com 419-581-2300 Partner Support Services Leverage our Partner Support Services, including Support, Custom Development & Implementation Assistance to expand your oerings. 25+ yrs.

Navision

Solomon

Customer Relationship Management

Retail Management System

Partner Support Service

Point of Sale

Winter 2014 | 57

SERVICES

http://www.dataresolution.net • 877-878-9108 ERP Clouds Data Resolution is dedicated to delivering private ERP cloud services branded as the partners brand. We keep all of our cloud customers optimized & working 24 hours a day, worldwide for the last 11 years.

Great Plains

http://www.sierraws.com • 800-822-0973 Sierra Workforce Solutions Time & labor management solutions optimizing productivity and data integration for payroll, HR & job costing using biometrics, badge, WEB or PC based time clocks. Includes employee manager self service.

Implementation Services

Data Resolution, LLC

Axapta

Sierra Workforce Solutions

Sierra Workforce Solutions

Accellos, Inc. http://www.accellos.com • 719-433-7000 Accellos One Warehouse Fully-integrated warehouse management & data-collection for MS Dynamics.

The Partner Marketing Group

Tornado Marketing, Inc.

Cloud Computing

KEY:

http://www.thepartnermarketinggroup.com 605-574-9432 E-Mail Content and Services Get access 24x7 to an online library full of unique newsletter content or elect the full-service options to nurture your pipeline of leads.

Sales Tax Management Service

Avalara, Inc. http://www.avalara.com • 877-780-4848 Avalara for Sales Tax Automation Automate and eliminate the complexity of sales tax management with Avalara. A cloud-based sales and use tax calculation, exemption certiďŹ cate management, ďŹ lling and remittance solution for Microsoft Dynamics.

SharePoint Development Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

Social Media

Upgrades

The Partner Marketing Group

Armanino http://www.amllp.com/microsoft-dynamics 925-790-2600 Armanino A Gold CertiďŹ ed ERP/CRM Partner, we provide award-winning implementation and support for Dynamics to meet your industry-speciďŹ c needs.

http://www.thepartnermarketinggroup.com 732-237-8795 Buttery Publisher Join Dynamics partners on Buttery, a publishing & lead capture platform that makes your social, blog & newsletter marketing more eective!

Writing/Documentation Services The Partner Marketing Group http://www.thepartnermarketinggroup.com 605-574-9432 Blogs, Case Studies, Infographics, Websites Use 'content marketing' to build your brand and drive prospects into your sales pipeline.

Training Accolade Publications, Inc. http://www.accoladepublications.com 321-206-4690 Training Manuals User and Training Manuals for MS Dynamics GP, AX, SL, NAV, and CRM. Professionally Written--User Readable from Your Dynamics Education Experts.

Client Strategy Group http://www.csgax.com • 216-524-2574 Dynamics AX Done Right!

CSG has proven expertise in: AX Performance Tuning, Business Intelligence, and AX 2012 Upgrades.

The List Mobile Search by keyword, or ďŹ lter by Microsoft Dynamics product line, Industry, Horizontal or Service oerings with the new Mobile Version of The List!

Add it to your home screen from:

SERVICES

www.thelistmobile.com

KEY:

Axapta

Great Plains

58 | AXUG Magazine

Navision

Solomon

Customer Relationship Management

Retail Management System

Point of Sale

Pitch the paper clips.

Go beyond the electronic file cabinet and experience the amazing efficiencies of Paperless ERP from MetaViewer. From AP to AR and HR to the CFO— everyone can share in the benefits of 100% paperless transactions.

MetaViewer gives you paperless invoice and order capture with OCR, automated workflow, real-time visibility and full Microsoft Dynamics ® ERP integration. In Paperless ERP, nothing compares to MetaViewer. So pitch the paper clips and visit www.metaviewer.com/for-Microsoft-Dynamics.

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