DYNAMICS AX HIGHIMPACT ENHANCEMENTS FROM HOMEGROWN RECIPES MARSHALLTOWN

DYNAMICS AX: HIGH-IMPACT ENHANCEMENTS FROM HOMEGROWN RECIPES MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 1

Pat Ryan Information Engineering Director patr@marshalltown. com Jeff Schneider Sr. Technology Engineer jschneider@marshalltown. com John Danielson MT-Mobility Sales Manager jdanielson@marshalltown. com MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 2

FAYETTEVILLE, AR MARSHALLTOWN, IOWA MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 3

Masonry Tiling/Flooring Concrete Paint Drywall Wallpapering Plaster EIFS + 1000’s more MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 4

Discrete Manufacturing, 24 -Hour Shipping Bank General Ledger Inventory Production MRP Accounts Receivable Accounts Payable EDI AS 400 1995 AX 3. 0 2005 2 AOS’s 80 Users 70+ Manufacturing Work Cells Batch Invoicing & Other Automated Processing Interface to Custom Distribution System 7, 000 -10, 000 Packages/Day 1000’s of Orders/Month 60% of $ volume via EDI >$10 M inventory AX 2009 MARSHALLTOWN INFORMATION ENGINEERING AX 7 ? AX 2012 2016 2/19/2021 5

AS 400 DYNAMICS AX MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 6

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Information Engineering Brain Trust MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 9

DRAG & DROP FILES or EMAIL (Including attachments) MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 10

(Play Drag and Drop Video Here) MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 11

ECommerce MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 12

Ecommerce Challenges Interfacing to AX • Inventory • Customers & Credit Limits • Pricing (+Trade Agreements, Multi-Qty Discounts) • Special Discounts and Promotions • Categorization (Product Attributes) • Product Descriptions • Marketing Control of Content • Credit Cards & Purchase Orders • Shipping Options and Rates • Order Status, Pallet Pictures for Customers • Must be online and accept orders even if AX is down MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 13

Our Selection: Nop. Commerce (NC) is: • ASP. NET – C#, MVC, SQL Server – Right in our wheelhouse! • Open Source and Free • Large Active Community • Great Architecture • Many Payment Options • We currently use Authorize. NET • No worries of PCI compliance • Very Extensible MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 14

Design Considerations Mobile is a 1 st Class Citizen • Responsive design • Fast • Familiar experience MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 15

An Autonomous System: NC ECommerce has no Awareness of AX SSIS • Pricing and products: additions, updates, deletions AX Batches • AX sales order generation and processing NC Web API • Customer notifications / status updates NC Admin Panel - Marketing • Informational pages • Product: Descriptions, Categorization, Availability MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 16

Our Pricing Solution Our pricing is complicated! By design, NC has no way to contact AX directly for pricing. What did we do? We duplicated our pricing logic in SQL. MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 17

NC Extension: Sales Insight For our Sales Team • Order history • Exact pricing • Locations and contact information Uses existing authentication framework. Uses data warehouse and a real-time connection to AX. MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 18

The Future of Marshalltown. com Enhanced promotions Vendor Portal Ad hoc payments Sales Insight improvements: Build a cart for a customer and place an order MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 19

Web Browser IMAGE SERVER Dynamics AX ECommerce Future. Cell Image Server MARSHALLTOWN INFORMATION ENGINEERING Distribution Center 2/19/2021 20

(Play Image Server Video Here) MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 21

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In an Ideal World…. Work Cells MRP Production Orders MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 26

In the Real World…. MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 27

In the Real World…. MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 28

In the Real World…. Work Cell Schedules Forecast Safety Stock Sales Order Demand with Delivery Dates On-Hand “Hot List” MRP - Planned MO’s MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 29

In the Real World…. MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 30

First Step: Production Workbench MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 31

Production Workbench: Schedule Output MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 32

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Future. Cell Demo… MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 35

MT Mobility – A Little History 2010/2011 • i. Phones had been out for 3 years, the world was changing • We need a mobile barcoding solution for AX inventory control and production reporting • We didn’t want to spend thousands of $$$’s per scanner • We needed a better user interface • We needed to be able to easily customize screens MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 36

MT Mobility – A Little History MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 37

MT Mobility – A Little History MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 38

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MT 1890 Bar-code Scanner

MT 1890 Bar-code Scanner DURABILITY Withstands 15 foot drops on to concrete Reads most common 1 D bar-codes Bluetooth Low Energy allows 10 -14 hours of battery life on average per charge Apple i. Pod Touch 5 th and 6 th Generation

MT 1890 Bar-code Scanner Durability Testing Video (Play Scanner Video Here)

MT Mobility Design Technical: • REST based Architecture • Real-time Transactions • All Calls Made to Interfaces Practical: • HTML 5 Web Application • Responsive Design • Business Connector • Active Directory Authentication MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 43

MT MOBILITY Today

MT MOBILITY DEMO

• Your work doesn’t end when you get AX running. • Build HTML 5 -based responsive web apps. Great user interfaces, run on anything, easy to deploy. • Make your AX enhancements, including 3 rd party add-ons, carefully. You will need to upgrade AX some time and everything will be in play. Keep your designs and interfaces as simple as possible. Try not to get a lot of code on different AX layers. • Hire the best software developers you can find – doesn’t matter if they don’t know AX. • The learning and adapting process will never end. MARSHALLTOWN INFORMATION ENGINEERING 2/19/2021 47