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Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics
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Copyright 2011 Microsoft. All rights reserved.
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Table of contents
Introduction ..................................................................................................................................... 1 Deployment and installation............................................................................................................ 1 Upgrade ........................................................................................................................................ 1 Seed data initialization ................................................................................................................. 1 Localization ...................................................................................................................................... 2 Translations .................................................................................................................................. 2 Locale-specific features ................................................................................................................ 3 Locale-specific item descriptions.................................................................................................. 4 Fiscal framework .......................................................................................................................... 5 Items ................................................................................................................................................ 6 Item selection ............................................................................................................................... 6 Retail item hierarchy .................................................................................................................... 7 Retail item list ............................................................................................................................... 8 Assortments.................................................................................................................................. 8 Pricing .............................................................................................................................................. 8 Discounts ...................................................................................................................................... 8 Trade agreements ........................................................................................................................ 8 Customers ........................................................................................................................................ 9 Customer management ................................................................................................................ 9 Shipping address........................................................................................................................... 9 Default method of taxation .......................................................................................................... 9 Customer loyalty........................................................................................................................... 9 Sales taxes ........................................................................................................................................ 9 Microsoft Dynamics AX sales tax configuration ........................................................................... 9 Destination-based taxes ............................................................................................................. 10 Override tax calculation ............................................................................................................. 10 Collect inclusive and exclusive taxes at a store .......................................................................... 10 Customer-based taxes ................................................................................................................ 10 Sales tax posting ......................................................................................................................... 10 Enhanced sale tax extensibility................................................................................................... 11 Tax identification number on receipts ....................................................................................... 11 Receipts.......................................................................................................................................... 11 Receipt numbering ..................................................................................................................... 11 Receipt profiles ........................................................................................................................... 11 Store inventory .............................................................................................................................. 12 Retail POS ................................................................................................................................... 12 Enterprise Portal ......................................................................................................................... 12 Extending features in Retail POS ................................................................................................ 13 Gift cards ........................................................................................................................................ 13 Closing in Retail POS ...................................................................................................................... 14
Whats New
Table of contents
Posting retail sales ......................................................................................................................... 15 Aggregation ................................................................................................................................ 15 Retail POS services ......................................................................................................................... 16 Enterprise Portal ............................................................................................................................ 16 Reports ....................................................................................................................................... 17 Microsoft Dynamics Commerce Services....................................................................................... 17 Retail Store Connect ...................................................................................................................... 19 Configuration .............................................................................................................................. 19 Performance ............................................................................................................................... 19 Status messages ......................................................................................................................... 19 Retail Scheduler ............................................................................................................................. 20 Table distribution ....................................................................................................................... 20 Jobs ............................................................................................................................................. 20 Documentation .............................................................................................................................. 20
Whats New
Table of contents
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Introduction
This January 2011 release of Microsoft Dynamics AX for Retail contains significant changes and additions to the previous June 2010 release. This document describes these changes and additions. However, it does not describe all features and is not a complete guide to the capabilities or use of Microsoft Dynamics AX for Retail. For more information about Microsoft Dynamics AX for Retail, see these documents: Deployment and Installation Guide Retail Headquarters Users Guide Retail POS Users Guide Enterprise Portal Retail Users Guide Implementation Guide for PCI Compliance Retail Scheduler Technical Reference Retail POS Technical Reference Retail Store Connect Technical Reference Interfaces for Services and Triggers Developers Guide to Customization
Whats New
Localization
Translations
Microsoft Dynamics AX for Retail is now translated into additional languages and adaptations. Retail Headquarters and Enterprise Portal for Microsoft Dynamics AX are translated to all 38 standard Microsoft Dynamics AX countries (41 languages and adaptations). Retail POS is translated to all standard languages, except Arabic and Hebrew.
Country/region Language/adaptation
Australia Austria Belgium Brazil Canada China Czech Republic Denmark Estonia Finland France Germany
English German Dutch, French Portuguese English/French Chinese Czech Danish Estonian Finnish French German
Whats New
Country/region
Language/adaptation
Hungary Iceland India Ireland Israel Italy Japan Latvia Lithuania Malaysia Mexico Netherlands New Zealand Norway Poland Russia Saudi Arabia Singapore South Africa Spain Sweden Switzerland Thailand Turkey UK United States
Hungarian Icelandic English English Hebrew Italian Japanese Latvian Lithuanian English Spanish Dutch English Norwegian Polish Russian Arabic English English Spanish Swedish French, Italian, German Thai Turkish English English
Locale-specific features
The June 2010 release of Microsoft Dynamics AX for Retail was localized for 16 countries/regions. This release is localized for an additional 22 countries/regions. 9 of them are in SYS and 13 are included in GLS layers. Microsoft Dynamics AX for Retail has been merged with the four Microsoft Dynamics AX GLS layers and one SL1 layer created for each. In the GLS layers, features in Microsoft Dynamics AX for Retail have been modified to meet locale-specific requirements. The 9 SYS countries/regions are: Iceland Sweden Thailand
Whats New
Turkey -
Israel -
Installers
There is now one installer for all SYS countries/regions and one for each GLS layer.
Whats New
Fiscal framework
Microsoft Dynamics AX for Retail is now available in countries/regions where laws require retail systems to support fiscal printers. To support partners in creating fiscal printing solutions, Microsoft Dynamics AX for Retail includes several new features and enhancements.
Sample application
A sample application is installed with the plug-ins installer. It demonstrates the methods used to customize Retail POS for fiscal printing and provides working examples, such as: Initializing devices Adding and editing items Tendering transactions Retrieving fiscal codes
Whats New
Fiscal printing
Seven countries/regions have fiscal printing requirements: Brazil Italy Hungary Poland Russia Sweden Turkey
All of these locales except Sweden use fiscal printers that print receipts and store transaction information required by local tax laws. In Sweden, transaction information is recorded on a separate fiscal device from the receipt printer. Brazil Microsoft Dynamics AX for Retail supports Brazilian sales taxes and fiscal printer integration outof-the-box for the Urmet Daruma, model FS700 printer and the state of So Paulo. Support for the rest of the states is planned for a future release.
Fiscal requirements
Microsoft Dynamics AX for Retail supports customizations to meet all fiscal requirements for devices, printing, and recording in the above countries/regions. Many of these requirements are demonstrated in the sample application.
Items
Item selection
A new item selection form makes selections from large item lists easier and more efficient. The new form includes easy to use filters, based on key retail and Microsoft Dynamics AX attributes. Key features of the form include: A tree-view control for easy filtering based on the retail item hierarchy Additional filters for item group, buyer group, vendor, and special group The ability to sort and filter the selection list Add and remove items, as well as multiple selection
Whats New
The tree view is also used in other features, such as the Add Items and Retail Items forms for a consistent user experience.
Whats New
In addition, all levels of the hierarchy can be used throughout the Microsoft Dynamics AX for Retail, such as with the new entity, assortments. The entire item hierarchy is now available in the following areas: Store item list Discounts and promotions Special groups Loyalty scheme
Assortments
This feature enhances the existing store item list. Assortments provide an easy way to manage which items are available at which stores. For each assortment, you can select items and groups of items using the retail item hierarchy, the new Add Items form, stores, or group of stores. Unlike the store item list, multiple assortments can be assigned to a store. For example, a basic assortment could contain items that are available at all stores. Additional assortments could contain other product lines that are only available at certain stores.
Pricing
Discounts
When configuring periodic discounts, the full item hierarchy is now available for all discount types.
Trade agreements
The use of retail price groups to specify which stores trade agreements are valid in has been replaced by assigning the groups directly. The behavior is now similar to periodic discount offers. Whats New 8
Customers
Customer management
In Retail POS, when creating customers or shipping addresses, you can enter complete addresses, including state, ZIP/Postal code, and country/region. Addresses are saved in the store databases, as well as at the head office using Retail Transaction Service. A default customer is now a required field when declaring a store in Retail Headquarters, but there is no longer an option to add the default customer to the transaction. The default customer is used for posting purposed only and has no impact on the customer in Retail POS.
Shipping address
In Retail POS, shipping addresses can be added by adding a customer to the transaction and clicking "Add shipping address." If an address already exists for the customer, you can also click the New button to create a new shipping address. If the customer currently has no addresses assigned, Retail POS automatically displays the Create Shipping Address form when you click "Add shipping address." In addition, depending on the stores setting for destination-based taxes, the sales tax collected can be modified based on the sales tax code on the customers shipping address. For more information, see "Destination-based taxes," below.
Customer loyalty
In Retail Headquarters, you can now configure loyalty schemes for retail hierarchy levels and calculate for individual items. In Retail POS, points are also calculated for all retail hierarchy levels.
Sales taxes
Microsoft Dynamics AX for Retail includes several enhancements to the calculation and collection of sales taxes in Retail POS, including respecting additional sales tax configuration options set up in Microsoft Dynamics AX, destination-based taxes, ability to override tax calculation, and allowing stores to collect both inclusive (VAT) and exclusive taxes.
Whats New
Destination-based taxes
In Retail POS, you can now collect taxes based on where the customer takes possession of the goods. Cashiers can now add, change, or remove a shipping address from the transaction. Retail POS will then use the sales tax group on the customers shipping address to determine the appropriate sales tax codes.
Customer-based taxes
Previously, Retail POS collected sales taxes based on the stores sales tax group setting, unless a customer was added to the transaction. In such cases, taxes would be collected based on the customers sales tax group (customer-based taxes). Now, retailers can continue to use customer-based taxes or collect sales taxes based on the stores sales tax group, regardless of whether a customer has been added to the transaction.
Whats New
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Receipts
Receipt numbering
Legal requirements for receipt numbers differ in some countries/regions. For example, receipt numbers must be unique, sequential, or have different sequences per type of transaction (sales vs. return). Previously, the receipt number contained a prefix with store and terminal information to ensure that they were unique. To meet a particular retailers needs, you could only modify this by modifying code in the Retail POS plug-ins. Now, you can specify the formatting and sequence to use when generating receipt numbers. These new settings are in functionality profiles, which are assigned per store.
Receipt profiles
Microsoft Dynamics AX for Retail now supports different form layouts (receipt templates) for different stores, terminals, or printers. In previous releases, only one set of form layouts were available. A new entity, receipt profile, contains a collection of form layouts (receipt templates) to be used by a given terminal at a store. Retailers can create as many receipt profiles as needed and each profile can be reused multiple times. This provides flexibility in formatting, language, and content for printed documents at the point of sale. Whats New 11
Store inventory
Previously, performing stock counts and receiving inventory was supported only in Retail POS or through third-party integration. In addition, the supported scenarios were limited and did not include inventory dimensions, such as size, color, style, or configuration. Microsoft Dynamics AX for Retail now includes store inventory features in Enterprise Portal, as well as additional capabilities in Retail POS.
Retail POS
Stock counts
As in previous releases, you can perform basic item counts at the store in Retail POS using a scanner on any terminal. In this release, you can now perform counts for items with inventory dimensions such as size, color, style, or configuration. In addition, the form layout has been modified to better support localization.
Enterprise Portal
Microsoft Dynamics AX 2009 for Retail now supports store inventory tasks in Enterprise Portal, as well as in Retail POS.
Whats New
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Stock counts
In addition to manual or ad-hoc stock counts in Retail POS, Microsoft Dynamics AX for Retail also supports scheduled stock counts in Enterprise Portal. Staff at the head office can use scheduled stock counts to specify which items to count at the store.
Gift cards
Retail POS includes several improvements to gift cards.
Reorganization
In Retail Headquarters, the Gift Card Inquires command has been removed. Instead, you can find all issued gift cards and their details under Common Forms.
Whats New
13
You can select a gift card in the upper pane and view its transaction activity in the lower pane. You can select a gift card and print its activity. If a card is locked due to a communication failure while redeeming the card, it can be unlocked in Retail Headquarters.
Whats New
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Three new tables have been introduced in Retail POS and Retail Headquarters to store batch information: o o o RBOPOSBatchTable RBOPOSBatchTenderTrans RBOPOSBatchAccountTrans
A new subjob definition has been added to the P-job definition to pull the batch information from Retail POS to Retail Headquarters. New form, POS batches, has been added to Retail Headquarters. You can look up current and previous batches, their status, and batch details, such as transactions and the Z report.
Aggregation
If the Aggregation option in Retail Headquarters parameters is turned off, one sales order is created in Microsoft Dynamics AX for each sale. Sales lines are generated for each sales line in the sale.
Whats New
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If the Aggregation option is turned on, only one sales order is created in Microsoft Dynamics AX for each customer, including the default customer (walk-in customer). Sales order lines are also aggregated where possible. Aggregation results in fewer transactions being generated and consequently, posting is significantly faster.
Enterprise Portal
Microsoft Dynamics AX for Retail now includes features for Enterprise Portal. In addition, three retail-specific Role Centers and user profiles have been added. These features enable additional scenarios where access to Microsoft Dynamics AX is not available or appropriate. The three new user profiles include:
Retail Headquarters This is a general, default role for head office staff and will often be
used from Microsoft Dynamics AX. It includes new dashboard-type reports and graphs designed for head office staff. It also displays any alerts for the staff member who is logged on. Store manager This role includes store-specific reports, as well as all store management and inventory management tasks. The manager can also receive alerts from various activities at the head office.
Whats New
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Store associate This role, intended for all store staff other than the store manager, includes only basic store inventory tasks and alerts. Ability to assign users to one or more stores This determines which stores display data to a particular staff member using Enterprise Portal. Retail Activity Center This page shows information about the current store, as well as any open or pending store inventory documents. Retail Item List This provides access to key retail item attributes, quantities, and prices from Enterprise Portal. Active promotions and discounts This provides a store-specific view of active promotions and discounts. Store inventory Staff can perform stock counts, and pick and receive purchase orders and inventory transfers.
Reports
Microsoft Dynamics AX for Retail now includes five graphical reports that can be launched in Role Centers in Enterprise Portal: Sales by hour Sales by item hierarchy Sales by staff Sales performance Sales comparison by year
Whats New
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Improvements have been made to further integrate Commerce Services installation with Dynamics AX for Retail. Previously, Commerce Services was installed as part of a separate download. Now, the installation is fully integrated with Retail Headquarters.
Whats New
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Performance
To improve performance, changes were made for more efficient transfer of large amounts of data.
Status messages
Every instance of Retail Store Connect uses a local database to track the status of data transfers. Retail Store Connect now uses Retail Transaction Service to optionally upload those status messages to Microsoft Dynamics AX.
Whats New
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Retail Scheduler
Table distribution
The default configuration has been updated and the "Linked actions on delete" option has been enabled for better management of store-specific data. For example, if items are assigned to a store group using assortments, removing a store from that store group will delete the respective items from the store databases.
Jobs
Two new jobs have been added to send global retail parameters to the stores: N-1100 Item and price parameters N-1110 Global configuration
Documentation
Documentation updates for Microsoft Dynamics AX for Retail include additions for new features, consolidation and reorganization of existing content, two new documents, and technical review of all documents.
Whats New
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Implementation Guide for PCI Compliance A guide to compliance with the payment card industry (PCI) Data Security Standard for retailers. This document contains valuable information that can help you make any deployment of Microsoft Dynamics AX for Retail more secure. Enterprise Portal Retail Users Guide Describes using Enterprise Portal for Microsoft Dynamics AX to perform some aspects of a stores back-office retail operations. Developers Guide to Customization A guide for developers to customizing Microsoft Dynamics AX for Retail POS. Retail Headquarters User's Guide Guide to configuration and operation, reorganized for the release with a more task-based approach. In addition to content for new features, comprehensive instructions have been added to help retailers maintain the distribution structure (Retail Scheduler) and create and process store inventory documents (Retail Store Inventory). Retail Scheduler Technical Reference Completely revised to provide comprehensive information about setting up the distribution and replication structure. Retail POS User's Guide Guide to daily point-of-sale operations and customization. Retail POS Technical Reference Technical details for the configuration and use of Retail POS. Retail Store Connect Technical Reference Technical details for the configuration and use of Retail Store Connect.
New documents:
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