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Table Of Contents

CHAPTER 1: INTRODUCTION
Basic Information
Further Information
CHAPTER 2: MAIN FUNCTIONALITY
Objectives
Items
Price Control
Infocodes
Label Printing
Linked Items
Retail POS Profiles
Distribution Locations
Stores
Tender Types
Income and Expense Accounts
Retail POS Terminals
Staff
Customer
Transaction Information
Exchanging Data between Point of Sale and Stores
Manual Data Exchange
Actions
End of Day Procedures
Test Your Knowledge Overview
CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS
Retail Headquarters
Checklist for Starting Retail Headquarters
Retail Parameters
Localized Seed Data
Numbering Principles
Introduction to Data Distribution
Conclusion
Lab 3.1 – Setting Up a new distribution group
Test Your Knowledge Retail Headquarters Setup and Requirements
CHAPTER 4: STORE SETUP
Checklist for Store Setup
Lab 4.1 – Setting Up a new Store
Test Your Knowledge Store Setup
CHAPTER 5: INVENTORY SETUP AND MANAGEMENT
Checklist for Inventory Setup
Retail Items
Language specific item descriptions
Item Hierarchy
Assortments
Variants
Item Linking
Units of Measure
Comparison Prices
Competitors
Sections and Shelves
Retail Item Printings
Item Life Cycle
Lab 5.1 – Setting Up an item
Test Your Knowledge Inventory Setup and Management
CHAPTER 6: PRICE MANAGEMENT
Prices set at Retail Headquarters
Manual Price Changes at POS
Periodic Offers
CHAPTER 7: BAR CODE MANAGEMENT
Bar Code Masks
Bar Code Checking
Bar code/PLU Registration
Lab 7.1 – Creating an in-house bar code
Test Your Knowledge Bar Codes
CHAPTER 8: STATEMENTS
Setup/Configuration
Processes
Receipts
Viewing Transactions
Viewing POS Batches
Lab 8.1 – Posting a statement for store 10
Test Your Knowledge Store Management
Appendix A: Changes and New Features
Appendix B: Setup and Configuration
Appendix C: Locations of Forms and Functionality
CHAPTER 9: INFOCODES
Information Subcodes
Infocode Linking
Setting Up Infocodes
Infocode Assignment
Lab 9.1 – Create an Infocode
Test Your Knowledge Infocodes
CHAPTER 10: ITEM IMPORT
Import Setup
Vendors
Imported Files
Item Import Journals
Lab 10.1 Item validation rules for item importer
Test Your Knowledge Item Import
CHAPTER 11: REPLENISHMENT
Item package
Size, color and Style Curve
Purchase Order Using Color/Size/Style Curve
Location Replenishment Groups
Replenishment Rules
Cross Docking
Buyers Push
Lab 11.1 – Replenishment – Curves and Cross Docking
Test Your Knowledge Replenishment
CHAPTER 12: TABLE DISTRIBUTION
Data Distribution Basics
Data Distribution Groups in Retail AX
Configuring Table Distribution
Lab 12.1 – Store-specific price change
Test Your Knowledge Table Distribution
CHAPTER 13: COMMERCE SERVICES
Objective
Introduction
Test Your Knowledge – Commerce Services
CHAPTER 14: REPORTS
Inquiries
Set up Enterprise Portal profiles and users
Enterprise Portal Reports
Lab 15.1 – Setting Up an Art Gallery and Store
Test Your Knowledge – Enterprise Portal
CHAPTER 16: LOCALE SPECIFIC FEATURES
Fiscal Books
Fiscal Framework
GLS-CONS
GLS-EE
CHAPTER 17: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE
PART I: POS layout and receipt design
Create a Button Grid
Change Existing Button Grid
Sales Button
Payment buttons
POS Design
Lab 17.1 – Setting Up a new button grid for quick sale
PART II: Connecting Microsoft Dynamics AX for Retail Headquarters and RetailPOS
Connections: Requirements
Connections: System overview
Connections: Microsoft Dynamics AX for Retail Installations
Connections: Terminal installations
Connections: Testing all connections
Connections: Sending demo data Microsoft Dynamics AX for Retail to Retail POS
PART III: Scheduler jobs
Scheduler subjobs
Scheduler Job
Distribution restriction options for a job
Running Scheduler jobs using the batch framework
Retail POS Configuration file
Connections: Uploading sales data from Retail POS to Microsoft Dynamics®
Connections: Use the Transaction Service from Retail POS
PART IV: Retail Transaction Service
Retail Transaction Service: Requirements
Retail Transaction Services: Connection Configuration
Retail Transaction Service: Sales Orders
Retail Transaction Service: Sales Invoices
Retail Transaction Service: Customer validation
Retail Transaction Service: Inventory lookup
Retail Trasaction Service: Stock Counting
Retail Transaction Service: Purchase Order and Transfer Orders
Retail Transaction Service: Centralized Returns
Retail Transaction Service: Staff validation
Retail Transaction Service: Credit memo (Credit voucher)
Retail Transaction Service: Gift Card
Retail Transaction Service: Loyalty
Troubleshooting
Quick Interaction: Lessons Learned
Appendix A – Button Actions
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Microsoft Dynamics AX for Retail R2 Training Manual

Microsoft Dynamics AX for Retail R2 Training Manual

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Published by Armando Villagomez

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Published by: Armando Villagomez on Apr 12, 2012
Copyright:Attribution Non-commercial

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