Dynamics AX Retail Channel Management and Corporate Operations
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
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
Table of content 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 No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 5/166
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 No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 6/166
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 No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 7/166
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 No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 8/166
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 No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 9/166
No parts of this publication may be reproduced or distributed without the prior written consent of AXcademy 10/166