Microsoft Dynamics AX Warehouse Management (WMS) 101

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1 Microsoft Dynamics AX Warehouse Management (WMS) 101 An I.B.I.S., Inc. Whitepaper by Matt Alford Dynamics AX Consultant I.B.I.S., Inc., a Sonata Software Company 2016 All Rights Reserved.

2 Table of Contents Introduction 1 Warehouse Setup and Layout 3 Zone Groups 3 Zones 4 Location Formats 6 Additional Warehouse Setup 7 Location Setup Wizard 9 Product Setup Requirements 10 License Plate 10 The Inventory Status Dimension 10 Unit Sequence Group 11 Filters 12 Reservation Hierarchies 13 Change Item Hierarchy 14 Location Directives 15 Location Directives Form 16 Location Directive Query 17 Location Directive Lines 18 Location Directive Actions 18 Define Query 19 Work Templates 20 Disposition Codes 24 Mobile Device Setup 25 Mobile Device Menu Items 26 Mobile Device Menu Form 27 Outbound Order Processing 28 Wave Template Form 29 Wave Workflow 30 Cluster Picking 31 Sales Order Fulfillment Rates 31 Packing 31 Automated Containerization 32 Replenishment 34 The Replenishment Template 34 Select Products for Replenishment 35 Select Locations for Replenishment 35 Cycle Counting 36 Cycle Counting Threshold 36 Cycle Counting Plan 37 Guided Cycle Counting 37 Production 37 Mobile Device for Production 38 About the Author 39 Matt Alford 39 About I.B.I.S., Inc. 39

3 1 Introduction Warehouse management is an important part of any logistics operations for a company. By using a system to help you manage your warehouse, you gain visibility and can work to streamline processes and inefficiencies. Advanced Warehouse Management in Microsoft Dynamics AX provides a variety of business processes that are supported for both inbound and outbound processing. This includes sales orders, purchase orders, and transfer orders.

4 2 In addition, miscellaneous warehouse operations are supported for cycle counting, inventory movements and adjustments, quality control, and production operations. All this functionality is guided through a mobile device to make the processing more efficient *and* easy for your warehouse workers to learn and use. The functionality is all configured directly in the Dynamics AX client which makes for a seamless integration and the system is highly configurable. The large variety of configurations do add complexity to the initial setup but it allows for simplicity in execution.

5 3 Warehouse Setup and Layout We will first talk about zones and zone groups, location type, location format and the locations themselves. Zones are a breakdown of warehouse locations into logical groups. Perhaps you carry hazardous materials, such as paint or aerosols, and need to keep those materials in a separate section of the warehouse. Or perhaps you simply need to separate large or heavy items, like furniture, in a separate section of your warehouse. These are examples of zones within the warehouse. Zone Groups What we are looking at here are zone groups. In this example, the warehouse is broken into five groups, such as my hazmat area, Quality areas used to store goods on quality hold or items waiting inspection, and even staging areas. Staging areas can be used to store received goods waiting to be put-away, for example.

6 4 Zones Warehouse locations will later be assigned to zones. This is particularly useful if you want to ensure that certain items are stored in certain zones when they are received and put-away. For example, if you receive a shipment of paint, you want to ensure that it is put-away into the hazmat bulk zone and not my standard bulk zone. Another good use for zones would be if you have workers picking outbound orders from different zones. For example, workers in one picking area may work with carts where they pick into totes or shipping cartons, but in another area of the warehouse, workers pick orders with forklifts. These zones will be useful in dividing up the picking work to the correct users. Here we are looking at warehouse zones. You will see that each zone belongs to a zone group. For example, my hazmat zone group is now broken into two zones one for picking hazmat items and another for storing bulk hazmat items.

7 5 Location Types Now let s look at location types dock, bulk, quality and staging. You can have as many or as few location types as you want. This is used to categorize locations, which can be useful later when querying locations of a specific type. For example, you may have picking locations for your hazardous items in a separate zone from the picking locations for your standard inventory, but both locations are still picking locations regardless of which zone they are in.

8 6 Location Formats The location format allows you to specify the naming convention for a location. At the bottom of the details section of the location formats form, you will see an example of what the location format you designed will look like. Looking ahead we will generate location numbers using a location setup wizard and you will see more examples of this location format. In the example shown here, our location format called RACK is setup so that the aisle number is two characters long followed by a dash, then a two-character bay number followed by another dash, then a one-character shelf and a one character position.

9 7 Additional Warehouse Setup The dock management profile restricts what can be mixed on a dock at any given time for example, do we allow mixing of waves but not mixing of loads? We will discuss waves later, but a quick note on the difference between a load and a shipment in Dynamics AX. A shipment is typically an order, or group of orders, shipping to the same customer such as Joe s Flower Shop at 123 Main Street in Atlanta, Georgia. Whereas a load is typically a single shipment or multiple shipments that will be shipping with the same carrier. So the shipment to Joe s Flower Shop may be added to load number one which also includes six other shipments all being picked up by carrier X. A dock management profile allows you to restrict the mixing of loads, for example, on your dock. This would prevent orders shipping via carrier X from being mixed with orders shipping via carrier Y. Location stocking limits allow you to define the maximum quantity that can be stored in a location. You also have the option of unlimited quantity, which would be used for a more fluid location such as a dock. Fixed locations allow you to define a single fixed location for a specific item. Location profiles, which bring a lot of this data together in one place. For example, you may have two areas of your warehouse that are used for storing bulk hazardous materials, but one area has rack locations that are three feet high where another area has racks that are six feet high. Both groups of locations would be in the hazmat bulk zone and they would both be a location type of bulk with the exact same location format for the naming convention. However, because the dimensions of the locations are different and therefore, they can store a different quantity of goods or goods of different sizes, they need to be separate Location profiles.

10 8 In the example on the screen, you see we have selected a location format and a location type. We have also selected other parameters, such as the ability to use license plate tracking and cycle counting on these locations. But we are not allowing mixed items or mixed batches within a single location. At the bottom of the form, you see that we can define the physical dimensions of the location. This will allow Dynamics AX to direct users to put-away newly received goods into the most optimal locations based on these dimensions.

11 9 Location Setup Wizard Now that we have created a location profile for our new bulk locations, we need to generate the location names. We could do this manually, but since this area of the warehouse contains hundreds of locations, we prefer to use the location setup wizard to do the work. You will want to select the warehouse, the location profile and also the zone these locations will belong to. Once the Location profile is selected, the naming convention from the location format will appear. At this point you will need to enter the range of locations you want Dynamics AX to create and click build. Once that has been done, you will receive an infolog displaying which locations have been created. On the left side of the screen, you will see the range of locations created: from A thru A.

12 10 Product Setup Requirements Additional product setup is required in order to use Advanced Warehouse Management in Dynamics AX. Storage and Tracking Dimensions First, warehouse management must be enabled for all storage and tracking dimensions that will be used for products stored within a WMS-enabled warehouse. Once this happens, the pallet ID dimension is no longer used and license plate and inventory status become required dimensions. License Plate A license plate is a number assigned to a container such as a pallet, case/box or tote. The Inventory Status Dimension Essentially eliminates the need for Quarantine management process. Divide items into categories based on the status of the inventory. Can create an Unlimited number of statuses & define if Inventory is blocked, which prevents transactions against that particular license plate of inventory. Can set the default Inventory status to apply for: all items for a legal entity; a site; a warehouse; a particular customer or vendor; a specific item. Can change the default status on the mobile device or on the purchase order, sales order, or transfer order line.

13 11 Unit Sequence Group The unit sequence group determines the units of measure in which warehouse work is generated. This is set at the item level. In the unit sequence group shown here, an item could be purchased or sold in three units: each, case or pallet. However, notice that the default unit for purchase orders and transfer orders is each, but users can cycle count the item in eaches or cases. This will allow a cycle counter to toggle between the each and case units on a mobile device.

14 12 Filters Filters are optional but they can be used on location directives if you want to put-away a type of item into a specific zone. For example, any item assigned the chemical filter could be configured to be put-away in our hazmat zone. Or items with the perishable filter can be configured to be stored only on ground level locations in the aisle closest to the quality area to make it more efficient to perform regular checks on expiration dates. Filters can also be set on the item group form which allows new items assigned to that item group to inherit that filter. You can also configure items to either be generally available to limited only to customers or vendors with the same filter.

15 13 Reservation Hierarchies A reservation hierarchy is hierarchy of storage dimensions used for reserving inventory. The dimensions site, warehouse, inventory status, location, and license plate are all required. The batch number and serial number dimensions are optional and only need to be included if they are used in the associated tracking dimension group for an item. The elements in a reservation hierarchy determine which dimensions must be recognized when the actual reservation occurs. The location of an item is identified by the warehouse management system. Typically the dimensions in the hierarchy listed below the location are determined in the warehouse, for example during picking. You do not need to provide the location and the dimensions that are listed below the location when you enter an order. However, if you want to make a dimension required at order entry, this dimension must be moved above the location in the hierarchy. For example, you have a product that customers usually order from the same batch number and the Batch number should be determined when the order is entered. In this case, the batch number dimension must be listed above the location in the reservation hierarchy.

16 14 Change Item Hierarchy If a product already has inventory transactions against it, you must use the change item hierarchy periodic job to update the reservation hierarchy. If you want to change the reservation hierarchy for items that already have transactions against them, this change item hierarchy batch job must be used.

17 15 Location Directives Location directives are user-defined rules that help identify pick and put locations for inventory movement. For example, in a sales order transaction, a location directive determines where the items will be picked and where those picked items will be put. To be more specific, an item could be picked from Location B and the user could be directed to put the item in a staging area where it will await packing. You can use location directives to: put-away incoming items; pick and stage items for outbound transactions; pick and put raw materials for production; and replenish locations.

18 16 Location Directives Form Here you are able to define parameters such as where an inbound item is taken for put-away. Or where an outbound item is picked from and then where it is taken to. There are three sections. The top section, called the location directives pane, which is used to determine which location directive a task qualifies for. If any order line meets these criteria, then Dynamics AX will move to the second pane, the lines pane, for this particular location directive to determine which unit of measure criteria the order line meets. Once that is determined, Dynamics AX then moves to the final pane, the location directives actions pane, to determine the specific action that must be taken. In the upper left corner of the location directives form, there is a work order type that determines which order type is being examined. In the screenshot on the following page, the work order type is set to sales order so the location directive applies only to sales orders. It s also important to notice the sequence number field in the top pane of the form. When determining which location directive to follow, Dynamics AX will check the query that has been configured for the location directive in sequence number one first. If the order line does not meet those criteria, then Dynamics AX will check the location directive in sequence number two and so on until a location directive is found. See the Edit query button highlighted in green. This query can be used to specify criteria.

19 17 Location Directive Query Here you will see that we created criteria for sales orders to qualify for this particular location directive. The sales origin on the sales order line must not be set to INET, which is an online service that our company receives sales orders through. The sales order line must not have a customer group of BIGBOX and the item s Code 1 filter must not be set to HAZMAT.

20 18 Location Directive Lines If an order line meets those criteria, we move down to the second pane on the location directives form, the lines pane. Here, Dynamics AX must determine if the sales order line s unit of measure and quantity meets the restrictions put in place. See the restrict by unit button highlighted in green. Here you have the option of setting multiple units of measure for this location directive line, if necessary. We ll say that the sales order line was placed with a UOM of pallet on this particular order and that meets the restrictions put in place. Location Directive Actions We then would move to the final pane on the location directives form the location directive actions. This is where Dynamics AX will determine which locations to pick this item from. Notice the edit query button is highlighted. This query can be used to specify which locations this order line can be picked from.

21 19 Define Query Here is the query form. Notice we have specified a warehouse and a location profile of bulk. We could also have chosen to specify a zone or any other criteria. Since the sales order UOM is pallet, we want to user to pick these goods from the bulk area where pallets are stored.

22 20 Work Templates Work templets are used to create and process warehouse work at various stages in the warehouse management process. A work template can be created for any of these activities. You can specify which location directive to use. However, if you don't, Microsoft Dynamics AX will search for a location directive using the sequence numbers and queries we discussed previously. After a purchase order is received, a work item will be created to direct a warehouse worker to go and pick items from the defaulted receiving dock and follow the location directive action to put the item away in a particular location. The location directive determines where the item should be put-away. The work template determines which user or group of users has access to this task.

23 21 Here is an example of a work template. Notice the work order type in the upper left corner is set to purchase order. On the far right side of the screen, notice there is a work priority field. This allows you to prioritize some tasks above others. This is particularly helpful if you have workers who perform multiple tasks. For example, perhaps you have a worker who performs cycle counts but is also needed to help replenish picking locations. The replenishment task can be given a higher priority so that those tasks take precedence over cycle counting for that user.

24 22 All work that is created will be displayed in open status on the work details form. This allows management to review all work tasks. Work details also provide transaction history since the item, location, quantity, and so on is all captured on the work instruction and can be viewed even once the work is closed. See the user actions button highlighted in green this button will display additional information, such as the user who performed the work. This data will allow you track and report on labor statistics. Workers can be organized into groups & assigned to shifts to keep track of when & where they work. Use Dynamics AX to estimate how long work should take and then record how long it actually takes.

25 23 In a complex warehouse operation, you may use multiple staging operations. For example, after items are picked from the warehouse they may require a complex packing operation to prep the goods for shipping. After the items are packed, they are staged at a dock door for loading. With this example you could create three pick and put pairs to track the movement of the item through the various steps. The first pick and put pair moved the item out of the picking location and into a packing location. The second pick and put pair moves the item out of the packing location and into the loading location. The final pick and put pair moved the item out of the loading locations and onto a truck. To make this work in Dynamics AX you would need to configure a work template with the correct pick and put pairs, and you will also need to create location directives to indicate that items should be placed in the packing and loading locations respectively. These would then be linked to the work template to indicate where the items should be placed.

26 24 Disposition Codes Disposition codes are a collection of rules that are used when damaged items are received. For example, when a worker uses a mobile device to receive items that were damaged, the user must scan a disposition code for damaged items. Microsoft Dynamics AX uses the disposition codes to assign an inventory status to the product and generate a work template. Dynamics AX then searches for the location directive with the same disposition code to determine where to putaway the returned items. For example, you may want to use a disposition code called QUALITY that will allow a worker receiving goods to determine that the inventory needs to undergo a deeper inspection to look for quality issues. This disposition code could then trigger work to pick the item from the receiving dock and put it in the Quality area.

27 25 Mobile Device Setup Mobile devices are a key part of any WMS. In Dynamics AX, you should consider the following: Work classes are used to define the types of work orders that a mobile device can process. Device menus are used to outline which options are available to a user. Device layout allows you to define information such as font and color, mapping keyboard shortcuts and the date format to display on the device. Device users define the people or workers that can access the mobile devices and what level of access is required. Print settings allow you to control the layout, printer, and template to be used for printing labels.

28 26 Mobile Device Menu Items This is the mobile device menu items form. This is where you create a menu item to be added to a mobile device menu. The highlighted menu item is called sales picking. This is the function that a worker could use to pick sales order lines. The mobile device menu contains the menu items that a warehouse worker will use to perform their work. You create the structure of the mobile device menu by adding menu items or other menus to it. When you add a menu, its menu items within that menu are also assigned. You can configure menu items to do the following: Process an inquiry or perform an activity, such as print a label, generate license plate numbers, or start a production order. Create work that will be performed through another process. For example, receiving an item for a purchase order can create put-away work for another worker. Perform work that was created by another process. This is called existing work. For example, performing put-away work that was created when an item was received for a purchase order.

29 27 Mobile Device Menu Form Here is a look at the mobile device menu form. The menu highlighted is the outbound menu. Notice in the menu structure pane in the bottom left corner, you can see the menu items assigned to this menu, including the sales picking menu item we looked at earlier. Also note that you can limit what functions a user has access to by creating custom menus for that user or a group of users.

30 28 Outbound Order Processing Let s go into more detail about outbound order processing. This begins with wave picking. Wave picking is used to assign orders into groupings (waves) and release them together so as to allow management to coordinate several parallel and sequential activities required to complete the work. For example, in a shipping wave, work would include picking from multiple locations or multiple units of measure, it would also include packing and staging completed orders on the dock for loading onto a truck. The individual orders chosen for the wave are dependent on the criteria used to make the selection. In Dynamics AX this is done through the use of a wave template. There are three types of wave templates: shipping, production, and Kanban. There are several benefits of wave picking. For example, it allows you to organize orders with similar criteria - such as orders for multiple locations of a single retail customer (i.e. Walmart) or items shipping via the same carrier (i.e. UPS ground). Waves help you stay consistent with customer routing requirements, as well as loading and planned departure times of carriers. Coordination of waves helps to reduce the space required on the shipping dock for assembling and loading orders. Additionally, waves allow you to assign staff to each wave and function within a wave, with the expectation that all the work assigned to each wave will be completed within the wave period. This provides management with the ability to monitor and manage performance throughout the day, and respond in a timely way to problems that occur. It also allows management to more effectively utilize staffing throughout the shift.

31 29 Wave Template Form These forms are used to control how a wave is executed. Multiple wave templates can be created, each with different properties. When you first create a wave template, required base methods are created as steps for that template and appear in the lower left grid highlighted yellow below. Optional wave execution methods for replenishment and containerization are available in the lower right grid and can be manually added to the wave template if they are required. In other words, since this particular wave template does not include the replenishment and containerization wave execution methods, if this wave template is used to create a wave, replenishment and containerization will not occur for that wave.

32 30 Wave Workflow First a wave is created. Then shipments or loads are added to the wave. Once the wave is processed and the creation of work is verified, the wave can be released. Once released, the work is available on mobile devices. If desired, the wave can be left open and not released. You can then process it again, or add more shipments to it before releasing, or you could cancel the wave and add those shipments to a new wave later.

33 31 Cluster Picking Dynamics AX provides functionality for cluster picking. This allows a worker to pick multiple orders at the same time. The cluster will organize the picking work for the worker. For example, if a worker picks four orders on the same cart and all four orders require a similar item, the worker will be directed to pick that same item for all four orders at the same time, reducing the number of stops at that location from four to one. If needed, a worker can pass an unfinished cluster to another worker. This may happen if work for a cluster spans over two different zones and each worker picks only within their own zone. This may happen when two different zones require different equipment for picking, like a forklift. Sales Order Fulfillment Rates Dynamics AX allows you to set up a default company policy for sales order fulfillment rates. The policy controls the percentage of the total price or the quantity of an order that must be reserved physically before a sales order can be released to the warehouse. Additionally, it allows you to set up a policy for specific customers. For batch jobs, Dynamics AX allows you to set up a batch job to automatically release sales orders to the warehouse. The fulfillment rate policy for sales orders is applied when the orders are released. Or batch jobs can be set up to automatically release transfer orders to the warehouse. You can specify selection criteria, and the order in which transfer orders are released. Packing Containers represent the physical structure in which products are packed during shipping, and you can keep track of the container information in the system. Container types can be used to create descriptions of containers, including maximum values for physical size dimensions and weight capacity. When a containerized wave is processed, the containers are created based on the container type information. This can be useful during transportation planning, especially in the case where shipping charges are calculated based on containers. Dynamics AX shows the number of containers that are used in a shipment, the types of containers that are used, and physical dimensions such as total volume, weight, and so on, prior to shipping. It also provides a packing process that allows you to validate and pack products into containers. In this process, warehouse workers pick products from the storage locations and move them to a packing station where they check the item quantities and types, and assign them to appropriate containers. When a container is fully packed, they can close it and move it to the outbound docks for shipping.

34 32 The *manual* packing process always starts with a sales order or transfer order. Work is then created through a wave that has the packing station as the put location. After the items are in the pack location a user opens the pack form and creates a container, packs the items, closes the container and then weighs and prints documents, if required. This cycle continues for each shipment. Automated Containerization Automated containerization creates containers and the picking work for shipments when a wave is processed. To set up containerization, you must create the following: Container type Define the physical characteristics of the containers. Container groups specifies the sequence in which containers are packed, and the fill percentage of each container (i.e. fill a container to 90% to allow for dunnage). Container build template define rules for containerization. For example, can inventory be mixed in the container? You can also set up a rule to prevent order lines from different orders from being packed in the same container. Wave templates This creates the picking work for containerization.

35 33 Upon the processing of the wave, containerization executes the following steps: 1. The system creates containers for the order line. 2. The system then checks physical dimensions of an item to see if it fits in a container. Dynamics AX will even rotate the item on its z-axis, meaning side to side (or flip the length and width), to see if it will fit. It will not turn the item in its X or Y axis (upside down). 3. If an item does not fit, Dynamics AX can be configured to split the item into smaller quantities to see if those smaller quantities will fit into the carton. 4. If a single item cannot fit in, the containerization process for this line will fail. The line will still be assigned to the container, but the created container will have the Container has errors field, enabled, indicating that the containerization process failed. 5. If the dimensions do meet the requirement, the system then checks the weight and volume of the order line against the maximum allowed weight and volume of the container, taking into account any container utilization percentage set on the container group. 6. The system will then try to downsize the order line into smaller containers defined in the container group. When a container type fails to downsize any further, Dynamics AX will stop trying to downsize and assign the order line to that container. This repeats until all order lines on the wave have been containerized. This process allows you to optimize the use of shipping cartons, reducing space usage, reducing freight costs where package dimensions are used for pricing and help reduce the time it takes workers to pack by determining the carton ahead of time.

36 34 Replenishment There are two types of replenishment in Dynamics AX minimum/maximum and demand based. Minimum/maximum replenishment is based on min/max stocking limits of a location. Demand based replenishment is created only when a picking location does not contain the inventory required to fulfill a pick. The Replenishment Template This form allows you to define which replenishment type is used and what the parameters for replenishment are for selected products or locations. Notice the buttons highlighted in yellow and green. These buttons are used to define which products or locations qualify for these specific replenishment parameters. You have the option of not defining products or locations and having these parameters work for all items and all locations.

37 35 Select Products for Replenishment Select Locations for Replenishment

38 36 Cycle Counting Cycle counting is a warehouse process that you can use to audit on-hand inventory items. You can even define workers that will approve or reject cycle counting work before it is posted. Cycle count thresholds and cycle count plans can be used to generate cycle count work. Workers can also perform spot counts on problematic locations. This does not require work to be created in advance. The worker simply scans a location and performs the count. Cycle Counting Threshold A cycle counting threshold indicates the quantity or percentage limit that inventory items must reach in order to generate cycle count work.

39 37 Cycle Counting Plan A cycle counting plan is set up to create cycle counting work immediately or periodically. You can use a query to define item or location criteria. In this example, the items defined as part of this cycle counting plan will be counted every 30 days but a maximum number of 10 cycle counts can be created at a time. You can also use a batch job to generate cycle count work for you. Guided Cycle Counting Guided cycle counting allows a user to manually create a list of items or locations to be counted. The work is then created and once the cycle count has been performed and approved, the counts can be reviewed by a supervisor. Production Production is the final topic we will cover in this Microsoft Dynamics AX Warehouse Management (WMS) 101 Whitepaper. After a production order is created and estimated, it can be released to production and items assigned to a production wave. Picking work is then created for production orders. The difference between a production wave and a shipment wave is that you can allow production waves to be released to the warehouse without fully reserving inventory. This is useful when enough materials are available to start production, but not enough to complete it. However, you have the option of requiring full reservation. In the production orders form, you can use the release button to release the order to the warehouse and create wave lines for the BOM items. You can also use the release to warehouse button when the production order has a status of released, and you must release additional materials to the warehouse.

40 38 Once a production operation begins, the required material must first be moved to designated areas on the production floor. There are two ways to accomplish this: 1. One way is by material staging. This process involves moving full pallets or handling units to the place they ll be consumed on the shop floor. 2. The alternative is pick to order. This method involves picking the discrete quantity needed for an order and moving it from the warehouse to production. In the example above, there are five materials used in this production order; the first three will be staged to the production input location using pallets. The remaining two materials are picked based on the estimated quantity required for the finished good being produced. Location directives are used to determine where raw materials are picked from, where they are staged and where finished goods are put-away. Mobile Device for Production After the raw materials have been moved to the input location for the resource that will consume them, you can start the production order. You can do this by using the production orders form or by using a mobile device. When reporting goods as finished, the mobile device can be configured to have the user who is reporting the goods as finished also immediately perform the put-away, or to stage the finished goods for another user to put-away. The put-away location can be determined by the worker or the worker can be directed by Microsoft Dynamics AX to a specific put-away location. Call now to see how you can use WMS and take your Dynamics AX to the next level

41 39 About the Author Matt Alford Matt joined I.B.I.S., Inc. with over 15 years of experience in distribution, operations and logistics. He has experience with inventory management, quality control and transportation, as well as a background in training. He is a veteran of the U.S. Army and enjoys music, movies and coaching baseball. About I.B.I.S., Inc. I.B.I.S., Inc. is a premier Microsoft Dynamics Partner with over 26 years of experience implementing Microsoft Dynamics AX, GP, and CRM solutions along with Advanced Supply Chain Software for distributors and manufacturers. With four Microsoft Gold Competencies, including enterprise resource management (ERP), customer relationship management (CRM), business intelligence (BI), and application development, IBIS has the expertise to implement, customize, and support a wide range of Dynamics business applications. IBIS is a two-time winner of Microsoft Dynamics Outstanding Partner of the Year Award, the winner of Worldwide Partner of the Year Award for Microsoft Dynamics GP, a Worldwide Finalist for the Microsoft Dynamics AX Partner of the Year, a Microsoft Global Independent Software Vendor Certified for Microsoft Dynamics, and a ten-time Microsoft Dynamics Inner Circle Partner. IBIS is AMR Research Industry Certified in distribution and discrete manufacturing.

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