Dynamics AX Retail. Channel Management and Corporate Operations

Transcription

1 Dynamics AX Retail Channel Management and Corporate Operations

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3 Dynamics AX Retail Channel Management and Corporate Operations AXcademy No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 3/166

4 Latest Revision: April 2016 (Version 1) This courseware is provided as-is. Information and views expressed in this courseware may change without notice. Unless otherwise noted, the examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This courseware does not provide you with any legal rights to any intellectual property in any Microsoft product. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this courseware may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means or for any purpose, without the express written permission of AXcademy. Copyright 2016 AXcademy A/S. All rights reserved. This course content is designed for Microsoft Dynamics AX 2012 R3 CU8. No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 4/166

5 Table of content 1 Organization Model Concepts and Terminology Channel Interface (GUI) Technology concepts Organization Organizational Hierarchy Organizational Hierarchy Purposes Assign an organization hierarchy purpose Retail Channel Create a store Online Store Creation Process Store Locater Create a Store locator Groups Info Code Set up Info codes and Sub codes Assigning Info Codes Grouping Info Codes Practice: Create an Info Code Create Info Code Link Info code to a product Retail Parameters Setup Retail Parameters Setup Scheduled Parameters Setup Shared Parameters Retail Sales Tax Concepts Tax Setup Process Practice: Set up Sales Tax for a Retail Store No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 5/166

6 Sales Tax Overrides Setup Sales Tax Overrides Link Sales tax override to sales tax override group Other Tax Options for Retail Channels Link to Retail Stores Link to Online Stores Payment Methods Setup Payment Method Card Setup Set Up Retail Channel Payment Methods Practice: Setup payment methods Retail POS Retail POS Setup Offline Profiles Functionality Profiles Receipt Profiles and Formats Receipt Profile Setup Process Hardware Profiles Visual Profiles Notification Profiles Retail POS Design Design considerations: POS Registers (tills) Devices Screen Layouts Images Create Button Grids Design a New Screen Layout Keyboard Mapping Practice: Create registers and device for the SeattleDT store Practice: Create a New Retail POS Design No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 6/166

7 9 Retail Workers and Securities Operations Permission Groups Jobs Position Worker Global Address Book Security Overview Practice: Managing Positions, Roles, and Workers for a Retail Store Confirm the settings for the POS Permission groups for manager and cashier are correct Confirm the retail store jobs for Cashier and Manager are correct Create retail store positions Loyalty Management Set up Loyalty Reward Points Loyalty Program Setup Loyalty Schemes Practice: Create a New Loyalty Scheme View and Manage Loyalty Cards and Transactions Practice: Issue a Loyalty Card and Adjust Loyalty Rewards Resolving Conflicting Loyalty Card Numbers Update Loyalty Card Tiers Practice: Assign Price Groups to Loyalty Program Tiers Process Offline Loyalty Transactions Gift Card Setup Creating a new product for gift cards Release gift card to legal entities Set up the intercompany posting in the general ledger Create a new journal name for voiding of gift cards Configure the retail parameters for gift cards View and Manage Gift Cards No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 7/166

8 Creating a new sales order in the call center to sell a gift card Invoice gift card sales order Configure the retail notification profile Send notifications Add funds to a gift card Review gift card transactions Practice: Sell a Gift Card Retail Periodic Online Store Transactions Practice: Perform an Online Store Transaction Send Setup notification profile Setup retail parameters Override the notification profile for a specific store Process the notifications and receipts Practice: Create and Send an Receipt Retail POS Redeployment Data Distribution Setup subjobs and jobs Scheduler jobs Create the distribution schedules Process status messages Inquiry commerce data exchange Retail Inquiries Retail Channel Transactions Retail Store Transactions Online store transactions View transactions from a worker record View transactions for a particular statement Retail Sales Shifts No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 8/166

9 Commerce Data Exchange Journals Open Statements Create a new statement View Posted Statements Batch Process for Statements Reports Retail Reports Channel Reports Configuration Retail Store Metrics Gross Margin Return on Inventory Investment Reports Performance by Terminal Top 10 (Operating Unit) OU Performers in Current Year Sales Comparison Year Over Year by Operating Unit Trend by Operating Unit Retail Analytics with Built in Cubes and Excel Power View Reports Transactions Backorders by customer Items on backorder report No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 9/166

10 No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 10/166