go vertical. for Microsoft Dynamics AX About MBS Dev Professional Microsoft Dynamics AX Partner Wholesale Distribution Suite

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1 WDS Professional Microsoft Dynamics AX Partner Improve Quality Increase Competitive Edge Enhance Service Deliver Fast Reliable Solutions Wholesale Distribution Suite High Volume Distribution (HVD) Executive Workstation Customer Service Workstation Order Management Buyer s Workstation Catalog Workstation Warehouse Pick Optimizer (WPO) Picking Schedule Workstation Picking Workstation Receiving Workstation Shipping Workstation Transportation Workstation Returns Workstation Forecasting Automated Reorder PO Creation Economic Order Quantity (EOQ) Lead Time & Safety Stock Calculations Weighted Average Calculation Min/Max Order Quantities E Business (EDI) XML Inbound and Outbound Error Trapping and Correction Automated Processing Integrates to any 3rd party mapper B2B Customer Portal Web User Workstation Approvals Processing Custom Catalog Workstation Credit Card Integration Customer Self Service Portal go vertical. Wholesale Distribution Suite for Microsoft Dynamics AX About MBS Dev MBS Dev, Inc. is a certified partner for the Microsoft Dynamics AX. We created MBS Dev to assist customers in the new Microsoft Dynamics vertical focus, allowing them to truly differentiate themselves with vertical solutions. MBS Dev, Inc. also provides services and support to assist Microsoft Dynamics AX customers with their development and technical service requirements. MBS Dev prides itself on its World Class technical capabilities and solutions. You can depend on fast, professional deliverables that meet your company s methodologies and requirements. We become an extension of your organization that you can depend on to deliver quality products and services. MBS Dev believes in partnerships and customer service. Your continued success is our success and we want to partner with you to achieve your company objectives and vision. Our development center is staffed with seasoned professionals that have thorough knowledge of the Microsoft Dynamics AX architecture, development tools and many different business industries. This adds value to our customers and allows us to achieve the highest quality of service possible. Our Products MBS Dev s design team has created a suite of products focused on the Wholesale Distribution Industry. Our product managers, developers and support staff have many years of distribution knowledge and software development experience. MBS Dev has created the functionality that is required for distribution companies to keep their competitive advantage by adding features for orders, customers, suppliers and managing of the warehouse and inventories. MBS Dev s Suite of distribution software provides an integrated order entry, purchasing, inventory management, accounting, and sales analysis system that allows distributors to supply products to customers quickly and efficiently. MBS Dev's Wholesale Distribution Suite (WDS ) and Office Supply Vertical Extensions (OSVE ) were built with a development methodology that assures the upgrade path and supportability is intact. We take great pride in the rich functionality we provide for Distributors in a robust architecture S. Revere Parkway Englewood, CO Phone: Fax: info@mbsdev.com MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS 2006 MBS Dev

2 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Executive Workstation Our Executive Workstation allows executives and management to access pertinent information regarding billings, bookings, receivables, open orders and cash collections in a variety of views. Information is displayed graphically with easy point and click viewing options. Information is updated when the transactions are entered into the system. When your decisions rely on up to the minute information you can get your information quickly and easily from the Executive Workstation. One screen for all information inquires Information on orders for bookings and billings Information presented graphically Display information by customer groups, sales reps, sales groups, warehouses and sales types Date filter to display information for the day, week or month Compare information to prior months Export information to back office applications (Word, Excel, PowerPoint, etc.) Change the view to many different types of charts like pie, horizontal bars, etc. View information about you re aged receivables and cash collections Compare cash collections by month Quickly review your aged open receivables for collections Refresh information with different views of the data Display information on taken cash discounts Display information on aged open orders and the dollar amounts that should be billing Multiple filters and display modes within each view

3 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Customer Service Workstation Our Customer Service Workstation enhances your ability to service your customers with fast, accurate information organized in one major system module. Information is key to allowing your Customer Service Representatives (CSR s) to deliver the customers requests. The Customer Service Workstation is connected to purchasing, warehouse and order management allowing for prompt delivery of information required by customers. Enabling your organization to quickly access your company data is a very powerful way to service your customers. One screen for all information inquires and daily tasks Management of tasks to CSR s with graphic notice warnings Add notes to tasks to gather information and reminders Important company news and promotional notices View past company news and promotional notices Quickly navigate to the information that is required to service your customers Toolboxes for easy navigation to information All information is displayed in easy to read forms and grids Main customer screen with customer information Create messages regarding the customer Quick search if customer number is not known Graphical view of the customers status, credit and emotion with your company All customer contacts are displayed with their individual information Ability to add new contacts or shipping locations for a customer Quickly view all customer backorders for expediting and modifications

4 Customer Workstation (continued) View of all orders with the most current orders displayed first Advanced search capabilities to find the order you require Identification of where the order is in the outbound cycle Check status in the warehouse Fax, , print to screen or printer capability for any document Quick navigation to modify orders Quick navigation to cancel orders Display inventory status with stages. Backorders, reserved, delivered and invoiced Quick view of order comments and line comments Information on order line pricing and discounts Full integration to order management with quick navigation MICROSOFT DYNAMICS AX POWERED FOR DIS Display information graphically regarding CSR performance Date range filter Save graphs to use in other documents Change the view to many different types of charts like pie, horizontal bars and many more Compare different dates or date ranges Change information from number of orders to sales amounts

5 Order Management MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Our Order Management has the ability to create and manage all outbound orders for your customers. The Order Management process has to be fast and accurate with information about customers and products available at your fingertips. Our Order Management module will allow your operators to quickly enter and modify outbound orders. With many different order types and features you can deliver high quality options for your customers. Full integration to inventory, warehouse, customer service, purchasing and accounting will provide your company easy access to accurate information. Quick and accurate data entry Information defaults from customer record Interface to third party tax packages Interface to 3rd party shipping packages Integrated to transportation module Integrated to invoicing & billing packages Integrated to customer service Promotional scripts Electronic ordering interface Quick inventory checks for all warehouses Quick purchase order expected dates inquiry Multiple payment methods Multi currency Order types Special orders Direct orders Return orders Future orders Blanket orders Consignment orders Quote orders Subscription orders Will call orders with invoicing Rush orders Order Real time allocation or manual allocation No backorders Ship complete Display product specifications, documents or pictures Ship products from different warehouses on the same order Up sell and cross sell Automated confirmations Product cross references & stripping routines Line and order comments and notes

6 Buyers Workstation Our Buyers Workstation allows for the management of suppliers and the transactions associated with the relationship between the two organizations. Information on purchase orders, contact management, expediting and management of your special and direct orders will be displayed, all in one screen, for the buyers to manage the purchasing process. Buyers will have accurate and up to date information at their fingertips to answer inquires from customer service or suppliers. One screen for all information inquires and daily buying tasks Management of tasks to suppliers with graphic notice warnings Add notes to tasks to gather information and reminders Important company news and promotional notices View past company news and promotional notices Quickly navigate to the information that is required for the buyer Toolboxes with easy navigation to information All information is displayed in easy to read screens and grids Add internal messages about suppliers for all buyers to re view Purchase orders displayed for quick access Advanced search capabilities to find the information you require Line items are displayed for each purchase order Quick navigation to create new orders or to modify an existing order Fax, or print any purchasing documents Automatic expediting feature allows the buyer to see what orders require delivery date follow ups Manage your special and direct purchase orders and vendor minimums Release reorder purchase orders after buyers review and approval MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS

7 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Buyers Workstation (Continued) Graphically display your backorder information Expedite purchase orders for filling of backorders Graphically display the aging of the purchase orders for suppliers and management Quick information on product backorders with the customer and sales order information Review open purchase orders Capture documents and notes to attach to the suppliers information Capture documents and notes to products to display in order entry or customer service Cancel purchase orders or lines and a reason to attach to the cancellation record

8 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Pricing Pricing, Bids, Contracts MBS Dev pricing utilizes pipeline technology to allow for modifing the heirarchy of pricing at the customer level. Contract The Contract pricing allows for Fixed, Fixed Variable or Locked Variable contract types. The system allows the user to set up pricing by priority of contract or lowest/highest pricing. Dynamic Pricing The Dynamic Pricing allows for pricing by margin, cost up or list down with margin protection. Product Class Dynamic Pricing The Product Class Dynamic Pricing allows for pricing by margin, cost up or list down with margin protection at the item level. Consumer History Price File The Consumer History Price File allows for order and quotes to be entered capturing the pricing for an item the first time it is purchased. The pricing file is managed for reoccurring margin. Matrix The Matrix pricing allows for items to be grouped together for pricing by margin, cost up or list down. Trade Agreement The Trade Agreements allow for quantity break pricing. Floor and Ceiling Protection The Floor and Ceiling can be applied to any of the pricing schemes to manage pricing to stay above cost and below list pricing. Bid Workstation MBS Dev Bid Workstation allows the user to create and modify professional customer bids for your sales organization. Allows you to manage prospects that don t exist in your customer file. Tracks won and lost status. Allows for entry of competitors items and price to show your value over the competition. Margin calculator built in for quick entry of pricing. Won bids can create a contract with the click of a button. Advanced search allows you to see won and lost history to manage future bids with. Costs can be loaded or not loaded for margin calculations. Advanced printing features allows for branding, configuration and customization for each potential prospect.

9 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Pricing, Bids, Contracts (Continued) Contract Workstation MBS Dev Contract Workstation allows the user to easily create and maintain contracts. Fixed Price Contracts Fixed Price Contracts are contracts that are fixed for a given period of time. Variable Contracts Variable Contracts are contracts that are mananged by margin, cost up or list down. Pricing will then be calculated at time of ordering. Locked Variable Contracts Locked Varible Contracts are contracts that managed by margin, cost up or list down for a period of time. These contracts are re calculated on a periodic basis. Contracts can be assigned to one or many customers. Contracts can be prioritized for a customer. Customers with multiple contracts can be priced based on highest or lowest price. Contract reviews. Contract update by advanced workbench (including % increases, Delivery of contracts by , fax, PDF, word document or paper. Easy management of contract creation with copy feature. Contract items can be setup to prevent the global product cross reference and alternate item features.

10 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Rebates Rebates can be captured at the warehouse level or global to all warehouses. Only vendor products are on rebate contracts. Rebates products can be added to the rebate contracts by product number, commodity code or all products within the vendor. The ability to have exclusion lists of products within a vendor when a rebate contract is all products for a vendor. Rebate contracts, when required, will need to have other rebate contracts excluded from the rebate. Rebate contracts can be calculated by percentage, dollar value or a flat cost. Purchase terms for rebate contracts will be tracked and will update the purchase order terms during purchase order creation. Growth rebates will be tracked and easily displayed against target when purchasing products on a rebate. Rebate contracts can be back dated and processed for transactions that have been made and recorded to the rebate contract. Customers, customer rebate groups and all customers can be attached to a customer rebate. A customer exclusion list can be created to exclude a customer from the contract. Rebate contracts will need to be easily searched and calculations displayed. Off invoice rebates will be tracked and recorded to the general ledger when required. Rebate contracts for products can be used in the reps sales commission calculation if required. Customer rebates will create checks or a credit to the customers account. EDI transactions can be part of rebate contract terms. A rebate contract can be used to create the loaded cost, a contract or a special price. All rebate contracts will be effective dated.

11 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Warehouse Pick Optimizer Our Warehouse Pick Optimizer allows the warehouse manager to control all the outbound and inbound processing. You control all the orders and order types that are sent to the picking lanes. If you need to get the orders to the shipping department for next day deliveries you can send them to the lanes first. The picking process can be completely paperless or you can use picking tickets. The orders are cartonized for the most efficient package sizing. The Warehouse Management System gives you the ability to find and control any inbound or outbound orders. Expedite receiving is available so that you can service customers with product that has just been delivered to the dock. Control which orders will go to the picking lanes by templates Activate the picking to the picking lanes Cartonize the products by order or customer Integrated to transportation module Integrated to the manifest for internal truck deliveries Search for orders and their status in the outbound process Send orders to multiple locations in the system for delivery Control flow to multiple ware houses from one location (if required) Integrated to customer service and buyers workstations Graphically display picking performance Display all lines picked for a date range Display picked lines for a specific employee Graphically display orders in the outbound process Graphically display the orders Sent to the picking lines and their volumes Allows for the shifting of pickers to other lanes Customize your picking times for performance analysis Save the graph to be added to other documents

12 Warehouse Pick Optimizer (continued) MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Pickers activate the lines being picked Pickers produce a picking ticket (if required) Lines can be modified for short shipments Pickers can call for replenishment from bulk locations Create carton labels (if required) Picking lines are in order of the picking scheduler as they are activated Carton is shown for package sizes Picking line is approved and closed Time is recorded for a picking route by employee for performance analysis Organize receiving by operation Check in Receiving Put away Closed Create receiving documents Create put away documents Integrated to buyers workstation for visibility to the purchase order and receiving status Three way matching number for accounts payable Update physical inventory after the product has been put away Record inventory discrepancies

13 Forecasting Forecasting is the way you manage one of your largest assets. Effective management of your inventory is not only a way to save on costs but it is the manner in which you service your customers with products. Having a great Forecasting system that is easy to use and easy to understand for the buyers can really create big benefits for your company. Our Forecasting module is easy to use and understand while using the concepts from Microsoft inventory control methodologies. Automated reorder purchase order creation Integrated to the buyers workstation Purchase orders created to meet vendor minimums by: Dollar amount Weight Volume Quantity Supplier cycle days Safety stock calculation Reorder point calculation Forecast calculations 6 month average Weighted average Min / max Ability to smooth the demand for unusual spikes Ability to capture cancelled lines or orders as demand MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Economic order quantity (EOQ) for stock replenishment Graphically display the EOQ and the dollars it would cost the company if different quantities are ordered Graphically display forecast versus demand for forecast accuracy Marketing forecasts for new items and promotions Purchase orders can be immediately activated in the system or placed on hold without updating inventory position Automated period begin and end dates No end of month synchronization updates to demand is completed in the invoicing and cancellation modules

14 Forecasting (continued) MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS Manual or automated supplier lead times Manual or calculated safety stock Configure only the products that need to be forecasted Configured ABC code service levels Configured weighted average weights Forecast products by size, color and configuration (inventory dimensions) Product rounding percentage for next purchase quantity Forecast methods applied on the product level

15 MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS E Business (EDI) MBS Dev has extended the Microsoft Dynamics AX offering to include many of the standard documents required to do business with your customers and vendors. Our E Business extensions are standard XML documents for inbound and outbound processing. Any EDI mapping application such as BizTalk Server or any other tool can be used to map to our standard documents. Our E Business extensions will process the documents and if there are errors will inform the operator of the specific error for correction. We also have processing options for each document for specific workflow functionality. E Business is a fast growing technology for your customers and vendors. Companies that are currently doing E Business will want to partner with you for E Business transactions. MBS Dev E Business extensions will give your company the ability to take these requests, acquire new customers and save valuable operational costs. E Business will quickly become an important part of your business both inbound and outbound. MBS Dev has incorporated an internal mapper within Microsoft Dynamics AX to allow for customers to map the specific XML nodes to fields in the database for each transaction. This allows our customers to add new custom fields to the Microsoft Dynamics AX database and then be mapped to the XML node within each E Business transaction. Inbound Transactions Sales Order (850) Invoice (810) Order Status Request (869) Advanced Shipment Notice (856) Remittance Advice (820) Message Acknowledgement (865) Outbound Transactions Purchase Order (850) MBS Dev supports the following EDI transactions using the XML Common Business Library ( ) standards. Invoice (810) Order Response (855) Order Response Change (865) Order Status Result (870) Advances Shipment Notice Picking List Stage (856) Advances Shipment Notice Packing Slip Stage (856) Shipping and Billing Notice (857) Product Catalog (832) Message Acknowledgement (865)

16 B2B Customer Portal MICROSOFT DYNAMICS AX POWERED FOR DISTRIBUTORS MBS Dev is committed to delivering functionality that improves customer service while reducing operational costs. The distribution channel for today s more sophisticated distributors is to drive more cost effective channels for selling products and services. With the B2B Customer Portal from MBS Dev, our customers can deliver to their customers a procurement channel that will help drive efficiencies throughout their organizations. With Customer Self Service, customers can place, inquire and track orders from the distribution centers right to their front doors. With our procurement functionality customers can control the buying process for their organizations. From custom catalogs displaying only the authorized products to order and line limits with an approval workflow. Our B2B Customer Portal is focused not only on our customers to deliver functionality that improves their customer service and reduces costs but it is also focused on delivering to their customers functionality that provides operation and cost saving throughout the whole procurement process. General catalogs (content and images) Custom catalogs (content and images) Promotional catalogs (content and images) User / customer specific catalogs (content and images) Product exclusion catalogs Roles and rules based security Customer Self Service (order / invoice tracking) Customer specific pricing Order templates Resting baskets Max quantity per line item by user Max dollar per line item by user Max dollars per order by user Non contract products require approval Authorization workflow Quick approval functionality Out of office approval processing Customer administration functionality Departmental budgets by month confirmations Credit card processing (any merchant) Advanced product search Advanced order search Order history inquiries (sales orders and invoices) 3 rd party freight tracking Payment inquiries