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AX Customization, Integration and Suite of Mobile Solutions for a Leading California-based Agriculture Company
Growers Express is a major agricultural company that grows and markets a variety of produce under well-known brands like Green Giant Fresh. Folio3 built an award winning suite of mobile solutions for Growers that were later productized as “Truetrac” – now acquired by FoodLink. These include applications for.
Food safety and produce traceability
Label printing in the field
Payroll information capture in the field
Warehouse Management System (Phase 1)
Client – Growers Express
Aim – to improve accuracy & efficiency of warehouse operations by implementing a WMS & making customizations in the client’s Dynamics AX ERP
Goal – to eliminate need for physical expansion of client’s distribution center
With a better WMS it was expected that WM transactions would increase by 300% – 400%. It was therefore critical that all transactions be performed in a quick and efficient manner
Modifications to the Transfer process
Modifications to the Picking process (Full Pallet & Case Picking)
Modifications to the Sales Order process
Modifications to Pallet Labels
WMS Scanning with Dual Scan Capability
Improved Reporting in Dynamics AX
Solution – Custom development in AX
Custom query that reflects Sales Orders that are waiting on product
Cooling & Put-Away form – reflects Priority to be accorded for cooling & put-away of products that had been received at DC
Product Put-Away Form & Task List – custom functionality that aids Inventory Supervisor in planning & organizing put-away and/or transfer of products within warehouse
Custom functionality that aids Inventory Supervisor in identifying & organizing replenishment requirements on the Case Pick Line & within Partials Reserve Area in warehouse
Case Pick (CP) Area Replenishment form
Product Not Required on CP Line form
Available Locations in Partial Reserve Area form
Location State on CP Line Excel Template
Custom functionality that provides ability run a Report reflecting performance of Receivers, Put-away Operators, Case Pickers & Loaders
Put-away Operators Report
Case Pickers Report
HarvestTrac & Dynamics AX Integration
Client – Growers Express Aim – Integration of TrueTrac server / HarvestTrac with Dynamics AX ERP to meet business needs Solution
Automatic creation of Purchase Orders in AX – on generation of Harvest Tags in field & data being pushed to TrueTrac server / HarvestTrac. Relevant data for each harvest tag automatically pushed into AX
Automatic update of commodity ‘Receiving’ (receiving of a commodity at the Distribution Center) in AX
Automated update of commodity ‘Receiving’ on TrueTrac server (in HarvestTrac). Done via:
‘Receiving’ data pushed to TrueTrac server & HarvestTrac & product reflected as ‘Received’ in all necessary places in HarvestTrac, as per HarvestTrac configuration
Once product/harvest tag is received in HarvestTrac, an acknowledgement pop-up is generated on Purchase Order Overview screen in AX (Accounts payable module > Purchase Order Details (under Common Forms) > Purchase Order Page > Advanced > Overview)
License plating implementation in WMS
Current WMS at Growers Express was implemented such that inventory can be wirelessly picked by loaders in the warehouse. WMS has gone through several iterations, the last being the addition of Full Pallet and Case pick routes along with actual inventory locations
Aim – to introduce “License Plating” in WMS in order to improve accuracy & efficiency in distribution centers. License plating is the term used where each pallet has a unique Id
Unique pallet ID login developed in Dynamics AX that is in total synchronization with every inventory transaction
For this, inventory transactions within Dynamics AX were customized to adhere to a standard transaction set
Folio3 developed & customized following processes in Dynamics AX to achieve the above.
Unique Pallet Id (based on Serial Shipping Container Code i.e. SSCC), Receiving, Pallet Label Management,
Transfers / Put-away, Pallet Consolidation, Pallet Picking, Case Picking, New Reports
Via a single scan of pallet Id, it is now possible to determine its warehouse no., location, item no., lot, receipt date & quantity
In case of consolidated pallets where more than one item exists, it is possible to determine the disposition of all items on a pallet via the pallet Id
Picking transactions within WMS can be achieved by scanning unique pallet ID without the need for scanning the original location
For consolidated pallets, with one scan, loaders can pick multiple items at once, thus enhancing operational efficiency & productivity
All item transfers within WMS can be achieved by scanning the unique pallet ID & destination location. There is No need to scan the original location
Green Express – Lost Acres App
Growers needed a mobile app to provide mobile view of an AX screen “Lost Acres”. This app helps their users to search data and input/modify lost acres on the go.
THE FOLIO3 SOLUTION
Solutions provided by Folio3 included:
A native iOS App for Survey Inspectors to collect data from field surveys about lost acres during cropping and fill onto the app and synchronize with AX 2009 in real time.
The solution allowed users to search data specific records based on Commodities, Harvest Date, Growers and search combination.
It also allowed users to add and modify Lost acres records into AX via mobile app.
iOS with Swift Framework
Middleware in .NET WCF services (Rest Services)
Pipeliner CRM Integration with AX
Key features of the Pipeliner CRM Integration with AX for Growers Express included:
Making use of API for retrieving data of all won opportunities. Additional data stored for each opportunity included date won, AX customer ID, total value, product group, product group refinement, GGF Partners, and product group value.
Preparing separate YTDs for expected as well as actual opportunities
Creation of form for categorizing group products in AX for assigning SKUs
Creation of batch jobs to sync Pipeliner data to AX and vice versa
Syncing all data from leads to final orders with AX
Updation of customers and their information on the Pipeliner side for flawless integration