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Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 for Retail

75

For 1-2 days. 166 pages

This course content is designed for Microsoft Dynamics® AX 2012 R3 CU8.

Description

This is the retail foundation training, getting concepts and terminology right and building the foundation for understanding the rest of retail in Microsoft Dynamics AX 2012.

Channels

There are four types of channels available with AX out of the box.

  • Retail store
  • Online store
  • Online marketplaces
  • Call centers channel.

Interfaces

There are four main types of interfaces

  • POS, which stands for point of sale.
    There are two types of POS interfaces available out of the box with AX:

    • EPOS
    • MPOS
  • E-commerce is a Web site (storefront).
  • AX rich client
  • Enterprise Portal

Topics

1 Organization Model
2 Retail Channel
3 Store Locater
4 Info Code
5 Retail Parameters
6 Retail Sales Tax
7 Payment Methods
8 Retail POS
9 Retail Workers and Securities
10 Loyalty Management
11 Gift Card
12 Retail Periodic
13 Retail Inquiries
14 Journals
15 Reports

Details

1 Organization Model ………………………………………………………………………………………………. 11
Concepts and Terminology …………………………………………………………………………………………………. 11
Channel …………………………………………………………………………………………………………………….. 11
Interface (GUI) …………………………………………………………………………………………………………… 11
Technology concepts ………………………………………………………………………………………………….. 12
Organization …………………………………………………………………………………………………………………….. 13
Organizational Hierarchy …………………………………………………………………………………………….. 13
Organizational Hierarchy Purposes ………………………………………………………………………………. 14
Assign an organization hierarchy purpose …………………………………………………………………….. 15
2 Retail Channel ……………………………………………………………………………………………………… 16
Create a store …………………………………………………………………………………………………………………… 16
Online Store Creation Process …………………………………………………………………………………………….. 16
3 Store Locater ……………………………………………………………………………………………………….. 17
Create a Store locator Groups …………………………………………………………………………………………….. 17
4 Info Code …………………………………………………………………………………………………………….. 18
Set up Info codes and Sub codes …………………………………………………………………………………………. 18
Assigning Info Codes ………………………………………………………………………………………………………….. 19
Grouping Info Codes ………………………………………………………………………………………………………….. 19
Practice: Create an Info Code ……………………………………………………………………………………………… 20
Create Info Code. ……………………………………………………………………………………………………….. 20
Link Info code to a product. …………………………………………………………………………………………. 20
5 Retail Parameters …………………………………………………………………………………………………. 21
Setup Retail Parameters …………………………………………………………………………………………………….. 21
Setup Scheduled Parameters ……………………………………………………………………………………………… 27
Setup Shared Parameters …………………………………………………………………………………………………… 28
6 Retail Sales Tax …………………………………………………………………………………………………….. 36
Concepts ………………………………………………………………………………………………………………………….. 36
Tax Setup Process ……………………………………………………………………………………………………………… 37
Practice: Set up Sales Tax for a Retail Store …………………………………………………………………… 37
Sales Tax Overrides ……………………………………………………………………………………………………………. 38
Setup Sales Tax Overrides……………………………………………………………………………………………. 39
Link Sales tax override to sales tax override group …………………………………………………………. 39
Other Tax Options for Retail Channels …………………………………………………………………………………. 39
Link to Retail Stores ……………………………………………………………………………………………………. 39
Link to Online Stores …………………………………………………………………………………………………… 40
7 Payment Methods ………………………………………………………………………………………………… 41
Setup Payment Method……………………………………………………………………………………………………… 41
Card Setup ……………………………………………………………………………………………………………………….. 42
Set Up Retail Channel Payment Methods …………………………………………………………………………….. 43
Practice: Setup payment methods. ………………………………………………………………………………. 43
8 Retail POS …………………………………………………………………………………………………………… 45
Retail POS Setup ……………………………………………………………………………………………………………….. 45
Offline Profiles …………………………………………………………………………………………………………… 46
Functionality Profiles ………………………………………………………………………………………………….. 46
Receipt Profiles and Formats ……………………………………………………………………………………….. 51
Receipt Profile Setup Process ………………………………………………………………………………………. 53
Hardware Profiles ………………………………………………………………………………………………………. 54
Visual Profiles ……………………………………………………………………………………………………………. 55
Email Notification Profiles …………………………………………………………………………………………… 57
Retail POS Design ………………………………………………………………………………………………………………. 62
Design considerations:………………………………………………………………………………………………… 63
POS Registers (tills) …………………………………………………………………………………………………….. 64
Devices ……………………………………………………………………………………………………………………… 66
Screen Layouts …………………………………………………………………………………………………………… 67
Images ………………………………………………………………………………………………………………………. 67
Create Button Grids ……………………………………………………………………………………………………. 68
Design a New Screen Layout ……………………………………………………………………………………….. 69
Keyboard Mapping …………………………………………………………………………………………………….. 72
Practice: Create registers and device for the SeattleDT store. ………………………………………… 73
Practice: Create a New Retail POS Design ……………………………………………………………………… 74
9 Retail Workers and Securities …………………………………………………………………………………. 79
Operations ……………………………………………………………………………………………………………………….. 79
Permission Groups …………………………………………………………………………………………………………….. 85
Jobs …………………………………………………………………………………………………………………………………. 85
Position ……………………………………………………………………………………………………………………………. 87
Worker …………………………………………………………………………………………………………………………….. 88
Global Address Book ………………………………………………………………………………………………………….. 90
Security Overview ……………………………………………………………………………………………………………… 92
Practice: Managing Positions, Roles, and Workers for a Retail Store ……………………………………….. 96
Confirm the settings for the POS Permission groups for manager and cashier are correct. …. 96
Confirm the retail store jobs for Cashier and Manager are correct. ………………………………….. 97
Create retail store positions. ……………………………………………………………………………………….. 97
10 Loyalty Management …………………………………………………………………………………………. 98
Set up Loyalty Reward Points ……………………………………………………………………………………………. 100
Loyalty Program Setup …………………………………………………………………………………………………….. 101
Loyalty Schemes ……………………………………………………………………………………………………………… 104
Practice: Create a New Loyalty Scheme ………………………………………………………………………. 105
View and Manage Loyalty Cards and Transactions ………………………………………………………………. 109
Practice: Issue a Loyalty Card and Adjust Loyalty Rewards …………………………………………….. 111
Resolving Conflicting Loyalty Card Numbers ……………………………………………………………………….. 112
Update Loyalty Card Tiers…………………………………………………………………………………………………. 112
Practice: Assign Price Groups to Loyalty Program Tiers …………………………………………………. 113
Process Offline Loyalty Transactions ………………………………………………………………………………….. 114
11 Gift Card ………………………………………………………………………………………………………… 115
Setup ……………………………………………………………………………………………………………………………… 117
Creating a new product for gift cards ………………………………………………………………………….. 118
Release gift card to legal entities………………………………………………………………………………… 118
Set up the intercompany posting in the general ledger. ………………………………………………… 119
Create a new journal name for voiding of gift cards ……………………………………………………… 120
Configure the retail parameters for gift cards. ……………………………………………………………… 121
View and Manage Gift Cards …………………………………………………………………………………………….. 121
Creating a new sales order in the call center to sell a gift card. ………………………………………. 121
Invoice gift card sales order ……………………………………………………………………………………….. 122
Configure the retail e-mail notification profile. …………………………………………………………….. 122
Send e-mail notifications …………………………………………………………………………………………… 123
Add funds to a gift card …………………………………………………………………………………………….. 123
Review gift card transactions …………………………………………………………………………………….. 123
Practice: Sell a Gift Card ……………………………………………………………………………………………. 124
12 Retail Periodic …………………………………………………………………………………………………. 125
Online Store Transactions ………………………………………………………………………………………………… 125
Practice: Perform an Online Store Transaction …………………………………………………………….. 126
Send E-Mail …………………………………………………………………………………………………………………….. 127
Setup email notification profile ………………………………………………………………………………….. 129
Setup retail parameters …………………………………………………………………………………………….. 129
Override the e-mail notification profile for a specific store. …………………………………………… 130
Process the e-mail notifications and receipts. ……………………………………………………………… 131
Practice: Create and Send an Email Receipt …………………………………………………………………. 131
Retail POS Redeployment …………………………………………………………………………………………………. 132
Data Distribution …………………………………………………………………………………………………………….. 132
Setup subjobs and jobs ……………………………………………………………………………………………… 133
Scheduler jobs …………………………………………………………………………………………………………. 135
Create the distribution schedules ………………………………………………………………………………. 136
Process status messages ……………………………………………………………………………………………. 136
Inquiry commerce data exchange ………………………………………………………………………………. 137
13 Retail Inquiries ………………………………………………………………………………………………… 138
Retail Channel Transactions ……………………………………………………………………………………………… 138
Retail Store Transactions …………………………………………………………………………………………… 138
Online store transactions ………………………………………………………………………………………….. 139
View transactions from a worker record ……………………………………………………………………… 140
View transactions for a particular statement ……………………………………………………………….. 141
Retail Sales ……………………………………………………………………………………………………………………… 141
Shifts ……………………………………………………………………………………………………………………………… 143
Commerce Data Exchange ………………………………………………………………………………………………… 144
14 Journals …………………………………………………………………………………………………………. 148
Open Statements ……………………………………………………………………………………………………… 148
Create a new statement. …………………………………………………………………………………………… 150
View Posted Statements ……………………………………………………………………………………………. 152
Batch Process for Statements …………………………………………………………………………………….. 154
15 Reports ………………………………………………………………………………………………………….. 156
Retail Reports …………………………………………………………………………………………………………………. 156
Channel Reports Configuration …………………………………………………………………………………………. 157
Retail Store Metrics …………………………………………………………………………………………………………. 158
Gross Margin Return on Inventory Investment Reports ……………………………………………………….. 159
Performance by Terminal …………………………………………………………………………………………………. 159
Top 10 (Operating Unit) OU Performers in Current Year ………………………………………………………. 160
Sales Comparison Year Over Year by Operating Unit ……………………………………………………………. 160
Trend by Operating Unit …………………………………………………………………………………………………… 160
Retail Analytics with Built in Cubes and Excel ……………………………………………………………………… 160
Power View Reports …………………………………………………………………………………………………….. 161
Transactions ………………………………………………………………………………………………………………… 163
Backorders by customer. ……………………………………………………………………………………….. 163
Items on backorder report. ……………………………………………………………………………………. 163

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