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Microsoft Dynamics AX 2012 R2 Retail

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Microsoft Dynamics AX 2012 R2 Retail

CHAPTER 1: INTRODUCTION 7
BASIC INFORMATION 7
FURTHER INFORMATION 8
CHAPTER 2: MAIN FUNCTIONALITY 9
OBJECTIVES 9
INTRODUCTION 9
ITEMS 9
PRICE CONTROL 10
VARIANTS 11
INFOCODES 12
LABEL PRINTING 12
LINKED ITEMS 12
RETAIL POS PROFILES 12
DISTRIBUTION LOCATIONS 12
STORES 13
TENDER TYPES 13
INCOME AND EXPENSE ACCOUNTS 13
SECTIONS AND SHELVES 13
RETAIL POS TERMINALS 13
STAFF 13
CUSTOMER 14
TRANSACTION INFORMATION 14
EXCHANGING DATA BETWEEN POINT OF SALE AND STORES 14
MANUAL DATA EXCHANGE 14
ACTIONS 14
END OF DAY PROCEDURES 14
TEST YOUR KNOWLEDGE - OVERVIEW 16
CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS 9
OBJECTIVES 17
INTRODUCTION 17
RETAIL HEADQUARTERS 17
CHECKLIST FOR STARTING RETAIL HEADQUARTERS 19
RETAIL PARAMETERS 19
LOCALIZED SEED DATA 21
NUMBERING PRINCIPLES 22
INTRODUCTION TO DATA DISTRIBUTION 24
CONCLUSION 26
LAB 3.1 – SETTING UP A NEW DISTRIBUTION GROUP 26
TEST YOUR KNOWLEDGE - RETAIL HEADQUARTERS SETUP AND REQUIREMENTS 26
CHAPTER 4: STORE SETUP 28
OBJECTIVES 28
INTRODUCTION 28
CHECKLIST FOR STORE SETUP 31
CONCLUSION 31
LAB 4.1 – SETTING UP A NEW STORE 31
TEST YOUR KNOWLEDGE - STORE SETUP 33
CHAPTER 5: INVENTORY SETUP AND MANAGEMENT 35
OBJECTIVES 35
INTRODUCTION 35
CHECKLIST FOR INVENTORY SETUP 37
RETAIL ITEMS 38
LANGUAGE SPECIFIC ITEM DESCRIPTIONS 40
ITEM HIERARCHY 41
ASSORTMENTS 45
VARIANTS 46
ITEM LINKING 48
UNITS OF MEASURE 51
COMPARISON PRICES 53
COMPETITORS 53
SECTIONS AND SHELVES 54
RETAIL ITEM PRINTINGS 54
ITEM LIFE CYCLE 57
CONCLUSION 58
LAB 5.1 – SETTING UP AN ITEM 58
TEST YOUR KNOWLEDGE - INVENTORY SETUP AND MANAGEMENT 60
CHAPTER 6: PRICE MANAGEMENT 62
OBJECTIVES 62
INTRODUCTION 62
PRICES SET AT RETAIL HEADQUARTERS 62
MANUAL PRICE CHANGES AT POS 64
PERIODIC OFFERS 64
LAB 6.1 – BLACK FRIDAY DISCOUNTS 72
TEST YOUR KNOWLEDGE - PRICE MANAGEMENT 73
CHAPTER 7: BAR CODE MANAGEMENT 75
OBJECTIVES 75
INTRODUCTION 75
BAR CODE MASKS 76
BAR CODE CHECKING 80
BAR CODE/PLU REGISTRATION 81
BAR CODE/PLU REGISTRATION 81
CONCLUSION 84
LAB 7.1 – CREATING AN IN-HOUSE BAR CODE 84
TEST YOUR KNOWLEDGE - BAR CODES 86
CHAPTER 8: STATEMENTS 87
OBJECTIVES 87
INTRODUCTION 87
SETUP/CONFIGURATION 88
PROCESSES 91
RECEIPTS 96
VIEWING TRANSACTIONS 97
VIEWING POS BATCHES 97
CONCLUSION 98
LAB 8.1 – POSTING A STATEMENT FOR STORE 10 98
TEST YOUR KNOWLEDGE - STORE MANAGEMENT 99
APPENDIX A: CHANGES AND NEW FEATURES 100
APPENDIX B: SETUP AND CONFIGURATION 102
APPENDIX C: LOCATIONS OF FORMS AND FUNCTIONALITY 104
CHAPTER 9: INFOCODES 107
OBJECTIVES 107
INTRODUCTION 107
INFORMATION SUBCODES 107
INFOCODE LINKING 107
SETTING UP INFOCODES 108
INFOCODE ASSIGNMENT 109
CONCLUSION 113
LAB 9.1 – CREATE AN INFOCODE 113
TEST YOUR KNOWLEDGE - INFOCODES 114
CHAPTER 10: ITEM IMPORT 116
OBJECTIVES 116
INTRODUCTION 116
IMPORT SETUP 117
VENDORS 117
IMPORTED FILES 122
ITEM IMPORT JOURNALS 125
CONCLUSION 129
LAB 10.1 ITEM VALIDATION RULES FOR ITEM IMPORTER 129
TEST YOUR KNOWLEDGE - ITEM IMPORT 131
CHAPTER 11: REPLENISHMENT 132
OBJECTIVES 132
INTRODUCTION 132
ITEM PACKAGE 132
SIZE, COLOR AND STYLE CURVE 132
Purchase Order Using Color/Size/Style Curve 133
LOCATION REPLENISHMENT GROUPS 134
REPLENISHMENT RULES 134
CROSS DOCKING 135
BUYERS PUSH 138
CONCLUSION 140
LAB 11.1 – REPLENISHMENT – CURVES AND CROSS DOCKING 140
TEST YOUR KNOWLEDGE - REPLENISHMENT 143
CHAPTER 12: TABLE DISTRIBUTION 145
OBJECTIVES 145
INTRODUCTION 145
DATA DISTRIBUTION BASICS 145
DATA DISTRIBUTION GROUPS IN RETAIL AX 147
CONFIGURING TABLE DISTRIBUTION 153
LAB 12.1 – STORE-SPECIFIC PRICE CHANGE 155
TEST YOUR KNOWLEDGE - TABLE DISTRIBUTION 159
CHAPTER 13: COMMERCE SERVICES 160
OBJECTIVE 160
INTRODUCTION 160
TEST YOUR KNOWLEDGE – COMMERCE SERVICES 164
CHAPTER 14: REPORTS 165
OBJECTIVES 165
INTRODUCTION 165
INQUIRIES 165
REPORTS 167
LAB 14.1 – GETTING LIST OF ITEMS WHICH ARE ABOUT TO GET OBSOLETE 168
TEST YOUR KNOWLEDGE – REPORTS 169
CHAPTER 15: LOCALE SPECIFIC FEATURES 180
FISCAL BOOKS 180
FISCAL FRAMEWORK 181
GLS-CONS 181
GLS-EE 184
CHAPTER 16: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE 185
OBJECTIVES 185
INTRODUCTION 185
PART I: POS LAYOUT AND RECEIPT DESIGN 185
CREATE A BUTTON GRID 186
CHANGE EXISTING BUTTON GRID 189
SALES BUTTON 190
PAYMENT BUTTONS 191
ACTION BUTTONS 192
MENUS 193
POS DESIGN 195
LAB 17.1 – SETTING UP A NEW BUTTON GRID FOR QUICK SALE 200
PART II: CONNECTING MICROSOFT DYNAMICS® AX FOR RETAIL HEADQUARTERS AND RETAILPOS 201
CONNECTIONS: REQUIREMENTS 201
CONNECTIONS: SYSTEM OVERVIEW 201
CONNECTIONS: MICROSOFT DYNAMICS® AX FOR RETAIL INSTALLATIONS 203
CONNECTIONS: TERMINAL INSTALLATIONS 203
CONNECTIONS: TESTING ALL CONNECTIONS 204
CONNECTIONS: SENDING DEMO DATA MICROSOFT DYNAMICS® AX FOR RETAIL TO RETAIL POS 208
PART III: SCHEDULER JOBS 210
SCHEDULER SUBJOBS 210
SCHEDULER JOB 212
DISTRIBUTION RESTRICTION OPTIONS FOR A JOB 214
RUNNING SCHEDULER JOBS USING THE BATCH FRAMEWORK 215
RETAIL POS CONFIGURATION FILE 217
CONNECTIONS: UPLOADING SALES DATA FROM RETAIL POS TO MICROSOFT DYNAMICS® AX FOR RETAIL 219
CONNECTIONS: USE THE TRANSACTION SERVICE FROM RETAIL POS 221
PART IV: RETAIL TRANSACTION SERVICE 221
RETAIL TRANSACTION SERVICE: REQUIREMENTS 222
RETAIL TRANSACTION SERVICES: CONNECTION CONFIGURATION 222
RETAIL TRANSACTION SERVICE: SALES ORDERS 223
RETAIL TRANSACTION SERVICE: SALES INVOICES 227
RETAIL TRANSACTION SERVICE: CUSTOMER VALIDATION 230
RETAIL TRANSACTION SERVICE: INVENTORY LOOKUP 232
RETAIL TRASACTION SERVICE: STOCK COUNTING 234
RETAIL TRANSACTION SERVICE: PURCHASE ORDER AND TRANSFER ORDERS 235
RETAIL TRANSACTION SERVICE: CENTRALIZED RETURNS 236
RETAIL TRANSACTION SERVICE: STAFF VALIDATION 238
RETAIL TRANSACTION SERVICE: CREDIT MEMO (CREDIT VOUCHER) 241
RETAIL TRANSACTION SERVICE: GIFT CARD 243
RETAIL TRANSACTION SERVICE: LOYALTY 246
TROUBLESHOOTING 247
CONCLUSION 248
QUICK INTERACTION: LESSONS LEARNED 249
APPENDIX A – BUTTON ACTIONS 250
   

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