Microsoft Dynamics AX for Retail

- Retail POS
Training
Introduction
Trainer
…
…

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Agenda
•Monday - Retail Back Office:
8am-12:30pm: System Overview, Store Setup and
Management.
1pm- 5pm: Staff, POS Setup and Management,
Inventory Setup and Management
•Tuesday - Retail Back Office:
8am-12:30pm: Inventory Management, Price
Mechanism, Promotions
1pm-5pm: Periodic Discounts, Infocodes, End of Day
Procedures, Replenishment
•Wednesday
08am-05pm: Training in Dynamics AX for Retail Data
Distribution, Scheduler and Retail Store Connect

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 Agenda
• Thursday – Retail POS:
08am-12:30am: System Overview, Architecture, Setup and
Configuration (including Retail POS specific in AX Retail)
01pm-05pm: POS Functionality (open source modules,
designing the POS look, receipts, peripherals and so on)
AX Retail Back End connection exercises
• Friday – Retail POS:
08am-12:30am: Design Concept
Programming assignments
01pm-05 pm: Continue with programming assignments

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AX for Retail Main Features
• Retail item
– Hierarchy, Variants, Item life cycle
• Item import
– Validation,
– calculation of price,
• Offer Management
• POS Integration
• Replenishment
– Group, Rules
• Concession

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List of Topics
• Store Management
POS Terminals, Staff
• Inventory Management
• Retail Price Mechanims
• Retail Periodic Discounts
• Infocode Functionality
• End of Day Procedure
• Allocation Replenishment
• Data Distribution and
Replication
• Retail POS Point of Sale
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Overview
Microsoft Dynamics AX for Retail is a powerful
retail solution built on Microsoft Dynamics AX.
This integrated solution delivers the breath and
depth of functionality demanded by the busiest
retailer without the need to build, manage and
maintain multiple applications and interfaces.
This Retail AX course is mainly an instructor-led
training course but gives you a good basis for
self-learning.

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One End-to-End Solution
• Set-up, Configuation
• Item management
• Prices, Offers
Dynamics AX
• End-of-Day for Retail

Procedure

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Possible Architecture – Big Picture

Headquarter
AX

Store AX Store AX ... Store AX

Retail POS Retail POS
Retail POS
Retail POS

Store AX ...
Retail POS
Retail POS

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Retail Concept – Store Groups

• Store 21 is a big Store in Region 2

• Store 10 is a small Store in Region 1
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Business Organization / Data Distribution

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Retail Concept – Store

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Retail Concept - Staff

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Retail Concept – Item Hierarchy

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Retail Concept – Special Groups

Special Group Special group

Italy France

Special Group Special Group

White Wine White Wine

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Retail Concept – Multiple Bar Codes

Bar code 4005800001192

Item Number: 123 Soda 33 cl
Soda 33 cl Unit: Bottle
Unit: Bottle
Bar code 4005800001253
Soda 33 cl
Unit: Bottle

Bar code 4005808856060

Soda 33 cl
Unit: 6 Pack

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Retail Concept – Variant Groups

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Retail Concept – Active Price

Active
(Standard) Price

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Retail Concept – Periodic Discounts

Periodic
Discount
Offers

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 Retail Concept – End of Day/Shift
Customer Inventory
Finance transactions transactions

Dynamics AX
for Retail Statement Inventory Update

•Sales header •Variant trans

Dynamics AX •Sales lines •Order Invoice Trans
•Payment lines •Loyalty Point Trans
for Retail •Banked Tender Trans •Invent trans
•Tender Declaration Trans •Infocode trans

Retail POS Retail Sales

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Retail Concept
– Allocation Replenishment

Purchase • Cross Docking Transfer

Order Order

Items in
General • Buyers Push
Transfer
Warehouse Order

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Dynamics AX for Retail Architecture
Dynamics AX
for Retail

Retail
Transaction Retail Store
Service Connect

Retail Store
Connect

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Connection with Retail Store Connect

Retail
Store Retail POS
Connect

Retail
Store
Connect

Retail
Store
Connect
Retail POS

Retail
Store Retail POS
Connect

Retail POS

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Connection with Retail Store Connect
Source, destination, message or scheduler
DB database

Scheduler, running class in AX

Scheduler

The Retail Store Connect service

DbServer

Package
Contains data from one or more tables

Status – status text depening on labels in AX

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Multistore Example
(SQL)

Message
DB SQL

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Data Flow – Package Creation, HQ
Incoming

Scheduler DBServer
Outgoing

Outgoing
Queue
System Thread

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Data Flow – Messages, HQ
Status Status

Outgoing Processing
1 Incoming Received
Outgoing Prcessing

2 Incoming Processed Outgoing To Forward

Outgoing To Forward

3 Incoming Processed Outgoing Forwarded

Outgoing Forwarded
1 – Initial stage
2 – Data has been read from database, packages created
3 – Packages have been forwarded
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Data Flow – Incoming Data, Store

Incoming data Incoming

from HQ
DbServer
Outgoing
Outgoing

Queue
System thread

Note – even if there are many receivers

for the same package there is just one
Incoming Message because of the
multicasting function. 29
Data Flow – Messages, Store
Status Status

4 Incoming Processed Outgoing Waiting

Outgoing Waiting

Outgoing Done
5 Incoming Processed
Done
Outgoing

4 – Incoming is processed since there is nothing to do but to receive the

data. Outgoing are waiting since they have not been processed
5 – Outgoing have been read into the destination databases

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Retail POS - Product Focus
• POS always up and running
– Resilient design and architecture
– Database on the POS
• Right Data on right time at right place
– Complex data structure
– Optimised posting routines
• Functionality
– In line with the customers and partners need

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Retail POS - Platform
• A .NET based POS fully integrated with
Dynamics AX for Retail
• Creating a powerful end-to-end retail
solution
• Adopting to the latest Microsoft platform
– Visual Studio 2008
– Programmed in C# (.NET)
– SQL Express

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Point of Sale
• Point of Sale
– Touch Screen
– OPOS support Retail
Retail POS
POS
– Keyboard Support
• Multiple Interface Layouts
– Samples included
– User definable
– Any Screen size
• Multiple Languages
– On buttons
– By Staff
• Multiple Hardware
– OPOS Drivers
– User definable
• Graphics support
– On Buttons
– On Items
• Multiple payments
– In Currency
– By Cards (localization)

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Retail POS
UI Components

Application Settings
Security
Logging

Business Business
Entities Workflows

Price
Discounts
Data Access
Service Agents
EFT connections
Logic
Tax
Currency
Forecourt
Gift cards
E-Top Up
CCTV
Data Source Services
Etc..

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Customizable External Modules
• Services
– Changing or extending the default
functionality

• Triggers
– Adding to the default functionality

• Blank operations
– Implementing custom operations
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Customizable External Modules
IPrice The default price
Price.dll module supplied by
System Core
LS Retail

IDiscount An extended
The discount
default discount
Discount.dll implemented
module supplied by
Example:
by aRetail
LS partner

The use of service ITax The European tax rules

modules
Tax.dll module supplied by
during a transaction
LS Retail

IEFT A localized EFT

A sample EFT module
EFT.dll module implemented
Supplied by LS Retail
by a parter

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User Interface
• One of a kind user interface
– Employing dynamic functionality of user interface components

• The POS’s appearance can be customized

– Different layouts of user interface components
– Different configuration of user interface components
– Different hardware within one store / chain
• Touch / Keyboard
• Terminal peripherals
• Printers – POS printer; Normal printer

• Customizable settings for each employee

– Role based access rights
– User interface profiles
– Language settings
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Initial Configuration
• Database name
– Name of the POS database
• Server name
– The SQL server instance.

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Initial Configuration
• Store ID
– The store the POS belongs to
• Terminal ID
– The terminal id for the current
terminal
• Data Area Id
– What DataAreaID is the POS
using
• Install demo data
– Installs the default demo data that
comes with the POS (very limited
data)

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Initial Configuration
• The initial configuration dialog is only
displayed when the POS can’t find a
configuration file
• The configuration file is Pos.exe.config.xml
• A default config file only has one
connection string that the POS uses
• For developers it is possible to create
multiple connection strings in the config
file.

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Startup Parameters
• -DB[section name]
– Will start the POS using the database
connection in the section in the configuration
file
• -Sections
– Will display a dialog with all sections in the
configuration file with information about
database name and data area id
– The section selected will be used to start up
the POS

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PCI SSC
(Payment Card Industry Security Standards Council)

• Launched in September 2006

• Developed by payment industry to promote
protection of cardholder data
• Global forum for ongoing development and
enhancement of security standards
• Visa, AMEX, Discover, JCB, and MasterCard
are founding members
Find payment standards, quick reference
information, and qualified security assessors at
https://www.pcisecuritystandards.org/
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PCI DSS
(Payment Card Industry Data Security Standard)
• 1. Install and maintain a firewall configuration to protect cardholder data
Build and Maintain a
Secure Network • 2. Do not use vendor-supplied defaults for system passwords and other
security parameters

Protect Cardholder • 3. Protect stored cardholder data

Data • 4. Encrypt transmission of cardholder data across open, public networks

Maintain a Vulnerability • 5. Use and regularly update anti-virus software

Management Program • 6. Develop and maintain secure systems and applications

Implement Strong • 7. Restrict access to cardholder data by business need-to-know

Access Control • 8. Assign a unique ID to each person with computer access
Measures • 9. Restrict physical access to cardholder data

• 10. Track and monitor all access to network resources and cardholder
Regularly Monitor and data
Test Networks
• 11. Regularly test security systems and processes

Maintain an
Information Security • 12. Maintain a policy that addresses information security
Policy

*https://www.pcisecuritystandards.org/security_standards/pci_dss.shtml 43
PA-DSS
(Payment Application Data Security Standard)
• PCI SSC standard that supports PCI compliance
–Applies to all payments applications that are sold,
distributed, or licensed
– Storage of sensitive data is prohibited
• Microsoft Dynamics AX for Retail and the integration with
Dynamics Online Payment Services
– Validation by a Payment Application Qualified Security
Assessor is complete
– 3rd-party customizations must be validated separately
Download the standard at:
https://www.pcisecuritystandards.org/pdfs/pci_pa_dss.pdf
View all validated payment applications at:
https://www.pcisecuritystandards.org/security_standards/vpa/
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Microsoft Dynamics AX for Retail
Implementation Guide for PCI Compliance
• Details the requirements to implement Microsoft
Dynamics AX for Retail and the integration with
Dynamics Online Payment Services
• Must be followed to ensure compliance with PCI
DSS
• Sets out best practices that should be
implemented even if the merchant is not required
to comply with the PCI DSS
Download the Implementation Guide for PCI
Compliance at
http://go.microsoft.com/fwlink/?LinkID=188804
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Review
• The retail concepts Store Group, Store and
POS create the Business model of Dynamics
AX for Retail
• Distribution groups, subgroups and locations
create the Data Distribution model of Dynamics
AX for Retail
• Item Hierarchy is used in the retail industry to
build reports for better information overview
• Special Groups, Multiple Bar codes, Variant
Groups and Promotions are powerful tools
within the Dynamics AX for Retail
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Review
• The Retail POS is fully integrated with
Dynamics AX for Retail
• End-to-end solution includes item
management, prices, offers and End-of-Day
procedure management.
• Connection via Retail Store Connect

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Conclusion
• This course is an important introduction to
Dynamics AX for Retail and Retail POS that
allows the participants to build up solid
background in using the solution.
• The participants should now have a clear
overview of the options the solution offers and
knowledge to utilize it.

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Dynamics AX for Retail
1. Dynamics AX for Retail – Retail POS 23. Dynamics AX for Retail Architecture
2. Introduction 24.-25.Connection with Retail Store Connect
3. - 4. Agenda 26. Multistore Example
5. AX for Retail Main Features 27. Data Flow – Package Creation, HQ
6. Objectives 28. Data Flow – Messages, HQ
7. Overview 29. Data Flow – Incoming Data, Store
8. One End-to-End Solution 30. Data Flow – Messages, Store
9. Possible Architecture – Big Picture 31. Retail POS – Product Focus
10. Retail Concept – Store Groups 32. Retail POS – Platform
11. Business Organization/Data Distribution 33. Point of Sale
12. Retail Concept – Store 34. Retail POS
13. Retail Concept - Staff 35.-36. Customizable External Modules
14.-15.Retail Concept – Item Hierarchy 37. User Interface
16. Retail Concept – Special Groups 38.- 40. Initial Configuration
17. Retail Concept – Multiple Bar Codes 41. - 42. Startup Parameters
18. Retail Concept – Variant Groups 43. PCI SSC
19. Retail Concept – Active Price 44. PCI DSS
20. Retail Concept – Periodic Discounts 45. PA DDS
21. Retail Concept – End of Day/Shift 47. - 48. Review
22. Retail Concept – Allocation Replenishment 49. Conclusion

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 © 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies.
The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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