Microsoft Corporation

Microsoft Dynamics AX 2012 R2

Demonstration scenarios and script

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1. Provisioning and Configuring a New Retail Store

Adventure Works, one brand of Contoso Retail which specializes in sport goods, is opening a new store in the Seattle metropolitan area. They will utilize the store and terminal management capabilities in Microsoft Dynamics AX for Retail to quickly and easily configure all of the required information. Using the Commerce Data Exchange: Synch Service they will push the configuration data down to the store and POS register from headquarters. Key features: Store entity Organizational hierarchies Profiles Payment Method Setup Warehouses Register entity Key points: Centrally manage all aspects of store, terminal and staff member configuration Profiles make management/deployment faster and easier Organizational hierarchies can be used to manage all types of channels

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Scenario 1

Click Instructions 1. Click "Retail stores" to view the list of stores

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Talking Points AX 2012 R2 for Retail provides a centralized approach to managing all retail channels, including brick and mortar stores, online stores, and online marketplaces. Though each has differences and unique requirements, the system treats them all as "channels" for management, organizational structuring, reporting, and assortment planning.

2. Highlight the "Seattle" store

This shows a list of all of the stores in the Adventure Works chain, including stores across legal entities.

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3. Click Edit
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4. Navigate to the "Set up" tab

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This dialog contains all of the various settings that will determine how the store behaves, both within POS as well as within AX. For example, you can set the local currency, the default language and the default Sales tax group and Sales tax override group for the store.

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5. Click "Copy all"

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The "Copy" functions on the Setup tab allow you to quickly copy all or some store configuration data from one store to another, making new store deployment quick and easy

6. Click "Cancel" to close the form

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7. Right-click the Warehouse

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The store entity is an extension of a Warehouse in core AX. By assigning a warehouse to a store, a store inherits all of the base AX capabilities for tracking and managing inventory.

8. Choose "View details"

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9. Expand the "Retail" fast-tab

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10. Click "Close"

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Checking the Store option indicates that this warehouse is a Retail Store. You can specify the stores Replenishment Group and the weight which will help determine quantities when ordering or transferring merchandise between stores and warehouses. You can also view which replenishment hierarchies this store belongs to.

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11. Click "Payment methods"

You can also setup your Payment Methods and accepted Currencies per store.

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12. Click "Close"

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This allows you to configure which payment methods are accepted and how they are processed at a per store level. For example, in POS each payment method can be configured to open the cash drawer when used, or whether counting is required for the shift totals. In posting, each payment method can be configured with their own GL accounts.

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13. Right-click the Functionality profile

The Functionality Profile allows you to change settings that will dictate how the POS terminals at that store will behave.

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14. Choose "View details"

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15. Expand the "Reason codes" fast-tab

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Reason codes prompt the cashier at various points during transactions or drawer operations for additional information, such as reason for returns, voids, or discounts. POS can also be configured to prompt for additional information at the beginning or end of each transaction to help collect demographical information.

16. Expand the "Receipt numbering" fasttab

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These settings allow you to determine the numbering format and sequence used for the various transaction types in POS (Sales, Returns, Quotes, and Sales orders).

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17. Click "Close"

Each type can be configured to use its own unique sequence and a mask can be defined to embed identifying information such as Store number (S), Terminal number (T).

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18. Click "Close"

Next, we will show how the store can be added to organizational hierarchies which are used in assortments, replenishment, and reporting.

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19. Click here to view the list of areas

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20. Select "Organization administration"

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21. Select "Organization hierarchies"

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Organization hierarchies are key to centrally managing all channels including brick and mortar stores and online stores and marketplaces.

22. Click Retail Stores by Business Unit

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Channels can be grouped together for a number of reasons. Here, organization hierarchies can be used for reporting or analysis, assortment management, and inventory replenishment.

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23. Click to view the Organization hierarchy

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This hierarchy is used to group the Adventure Works sporting goods stores and the Contoso electronics stores

24. Click here to close the form

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25. Select Retail Stores by Region

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This hierarchy is used to group the stores by their location.

26. Click to view the Organization hierarchy

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The organizational hierarchies can are date effective and can be configured ahead of time to take effect at a time in the future. You can also reference previous versions of the model by date.

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27. Click here to close the form.

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Hierarchies can contain channels from multiple legal entities and can be grouped by LE, department, cost center, value stream, and business unit.

28. Click here to view the list of areas

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Next, we will look at the POS terminal configuration, found on the Retail area page.

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29. Select "Retail"

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30. Click "POS terminals"

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31. Click here to change the sort order

This list shows all terminals for the brick and mortar stores.

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32. Select "SEATTLE-1"

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33. Click "Edit"

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Like Stores, all aspects of the POS Terminals are also centrally managed from the Back Office. Here you can define all of the terminal specific configuration settings, from display settings and default POS layout to statement posting configuration setup and receipt printing options.

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34. Click "Copy all"

To speed up new terminal deployment, copy functions allow users to duplicate settings from on terminal to another.

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35. Click "Cancel"

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36. Right-click the Hardware profile

The reusable Hardware Profiles allows you define which POS devices are used by a terminal or group of terminals.

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37. Select "View details"

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38. Right-click the Receipt profile ID

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Here you can specify any device specific settings that would be required, and then push the changes down to the store. Receipt profiles allow retailers to define reusable sets of form layouts that determine the appearance and the content of printed documents from POS.

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39. Select "View details"

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40. Click "Close"

This is where users can define the layout for each type of receipt in POS.

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41. Click "Close"

Now that the store and terminal configurations are complete, we will use Commerce Data Exchange to push the setup to the store.

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42. Click "Close"

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Click Here

43. Click "Retail" to go back to the area page

44. Click Data distribution

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45. Click "Distribution schedule"

Retail Scheduler is the user interface that allows you to configure, utilize, and monitor the Commerce Data Exchange: Synch Service.

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46. Select the "N-1070 Stores and tenders" job

The list of jobs shows the types of data that can be pushed down to the stores and terminals. A-jobs replicate only data that has changed and are typically setup to run on a schedule, using the AX batch framework. N-jobs push all of the data from the back office to the store. These are typically used for initial deployments or to ensure all records regardless of change tracking are downloaded, and are most often run manually.

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47. Click "Run directly"

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48. Click "Yes"

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49. Select the "N-1090 Registers" job

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50. Click "Run directly"

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51. Click "Yes"

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52. Click "Close"

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53.

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