Microsoft Dynamics AX for Retail - Retail POS

Training
1

Introduction
Trainer … …

2

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

3

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 08am-12:30am: Design Concept Programming assignments 01pm-05 pm: Continue with programming assignments
4

• Friday – Retail POS:
• • •

AX for Retail Main Features
• Retail item

Hierarchy, Variants, Item life cycle Validation, calculation of price,

• Item import
– –

• Offer Management • POS Integration • Replenishment

Group, Rules

• Concession

5

Staff Inventory Management Retail Price Mechanims Infocode Functionality • • • • • End of Day Procedure Allocation Replenishment Data Distribution and Replication • • • • Retail Periodic Discounts • Retail POS Point of Sale • • • • • • 6 .List of Topics • • Store Management POS Terminals.

This integrated solution delivers the breath and depth of functionality demanded by the busiest retailer without the need to build. This Retail AX course is mainly an 7 instructor-led training course but gives you • • • .Overview • • Microsoft Dynamics AX for Retail is a powerful retail solution built on Microsoft Dynamics AX. manage and maintain multiple applications and interfaces.

Configuation • Item management • Prices.One End-to-End Solution • Set-up. OffersDynamics AX for Retail • End-of-Day Procedure • 8 .

Possible Architecture – Big Picture 9 .

Retail Concept – Store Groups • • • • • • • • Store 21 is a big Store in Region 2 • Store 10 is a small Store in Region 1 10 .

Business Organization / Data Distribution 11 .

Retail Concept – Store 12 .

Retail Concept .Staff 13 .

Retail Concept – Item Hierarchy 14 .

15 .

Retail Concept – Special Groups Special Group Italy Special group France Special Group White Wine Special Group White Wine 16 .

Retail Concept– Multiple Bar Codes Item Number: 123 Soda 33 cl Unit: Bottle Bar code 4005800001192 Soda 33 cl Unit: Bottle Bar code 4005800001253 Soda 33 cl Unit: Bottle Bar code 4005808856060 Soda 33 cl Unit: 6 Pack 17 .

Retail Concept – Variant Groups 18 .

Retail Concept – Active Price Active (Standard) Price 19 .

Retail Concept – Periodic Discounts riodic Discount Offers 20 .

Retail Concept – End of Day/Shift Inventory transactions Finance Customer transactions Dynamics AX for Retail Statement Inventory Update •Variant trans •Order Invoice Trans •Loyalty Point Trans •Invent trans •Infocode trans Dynamics AX for Retail •Sales header •Sales lines •Payment lines •Banked Tender Trans •Tender Declaration Trans Retail POS Retail Sales 21 .

Retail Concept – Allocation Replenishment Transfer Order Transfer Order 22 .

Dynamics AX for Retail Architecture Dynamics AX for Retail Retail Transaction Service Retail Store Connect Retail Store Connect 23 .

Connection with Retail Store Connect Retail Store Connect Retail POS Retail Store Connect Retail Store Connect Retail POS Retail Store Connect Retail POS Retail POS 24 .

destination. running class in AX • Scheduler • • • • • • DbServer • • • • • The Retail Store Connect service • Package • • Contains data from one or more tables 25 • . message or scheduler database Scheduler.Connection with Retail Store Connect • • • • DB Source.

Multistore Example (SQL) Message DB SQL 26 .

HQ Incoming DBServer Scheduler Outgoing Outgoing Queue System Thread 27 .Data Flow – Package Creation.

Data Flow – Messages. packages created . HQ • • • • • • • • • • • Status Incom ing Received Out going Out going Out going Out going Out going Out going • • • • • • • • • • Status 1 2 3 Processing Prcessing To Forward To Forward Forwarded Forwarded 28 Incom ing Processed Incom ing Processed 1 – Initial stage 3 – Packages have been forwarded 2 – Data has been read from database.

Store Incoming data from HQ Incoming DbServe r 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 – Incoming Data.

Store • Status 4 IncomProcessed ing Out going Out going Out going Out going • Status Waiting Waiting Done Done • • • • • • • • • • • • 5 Incom ing Processed • • • 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 30 • .Data Flow – Messages.

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 31 .Retail POS .

NET) – SQL Express • 32 .Retail POS .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# (.Platform • A .

Point of Sale • Point of Sale – – – Touch Screen OPOS support Keyboard Support Samples included User definable Any Screen size On buttons By Staff OPOS Drivers User definable On Buttons On Items In Currency By Cards (localization) Retail POS Retail POS • Multiple Interface Layouts – – – • Multiple Languages – – • Multiple Hardware – – • Graphics support – – • Multiple payments – – – 33 .

34 .Retail POS UI Components Application Settings Security Logging Business Entities Business Workflows Data Access Logic Service Agents Data Source Services Price Discounts EFT connections Tax Currency Forecourt Gift cards E-Top Up CCTV Etc..

Customizable External Modules • Services – Changing or extending the default functionality – • Triggers – Adding to the default functionality – • Blank operations – Implementing custom operations • 35 .

Customizable External Modules IPrice System Core P rice .dll FT 36 .dll ITax An default discount Theextended discount module supplied by module implemented LS Retail by a partner The European tax rules module supplied by LS Retail A sample EFT localized EFT module module implemented Supplied by LS by a parter Retail Tax .dll IDiscount The default price module supplied by LS Retail Example: The use of service modules during a transaction Discount .dll IEFT E .

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 • 37 .

Initial Configuration • • Database name – Name of the POS database The SQL server instance. Server name – • • 38 .

Initial Configuration • • Store ID – The store the POS belongs to The terminal id for the current terminal What DataAreaID is the POS using Installs the default demo data that comes with the POS (very limited data) 39 Terminal ID – • Data Area Id – • Install demo data – • .

config. 40 .Initial Configuration • The initial configuration dialog is only displayed when the POS can’t find a configuration file • The configuration file is Pos.exe.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.

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 41 .

and MasterCard are founding members • Find payment standards. AMEX.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. Discover. and qualified security assessors at 42 . JCB. quick reference information.

shtml 43 .org/security_standards/pci_dss.PCI DSS (Payment Card Industry Data Security Standard) *https://www.pcisecuritystandards.

PA-DSS (Payment Application Data Security Standard) • PCI SSC standard that supports PCI compliance – Applies to all payments applications that are sold.pdf 44 .org/pdfs/pci_pa_dss. 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. distributed.pcisecuritystandards.

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 • 45 .

Store and POS create the Business model of Dynamics AX for Retail • Distribution groups.Review • The retail concepts Store Group. 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 46 .

Review • The Retail POS is fully integrated with Dynamics AX for Retail • End-to-end solution includes item management. prices. • Connection via Retail Store Connect • 47 . offers and End-ofDay procedure management.

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. 48 .

Business Organization/Data Distribution •12. Point of Sale •34. Possible Architecture – Big Picture 10. PCI DSS 45. HQ •29. Retail POS – Platform •33.-36. Retail Concept – Variant Groups •19. Retail Concept – Store •13. Conclusion • 32.-15. Retail Concept – Active Price •20. Initial Configuration •41. Data Flow – Messages. Retail POS – Product Focus •32. Retail POS •35.Dynamics AX for Retail 1. Retail Concept – Special Groups •17. Dynamics AX for Retail – Retail POS 2. HQ •28. Objectives 7. Dynamics AX for Retail Architecture •24.48.40. Overview 8. Agenda 5. Review •49. Data Flow – Messages. PA DDS •47. Retail Concept – Store Groups 11.Staff •14. One End-to-End Solution 9. Retail Concept – End of Day/Shift 22. Store •30. PCI SSC 44. Store •31. Retail Concept – Periodic Discounts 21.42. User Interface •38.Retail Concept – Item Hierarchy •16. 49 . .4. Data Flow – Package Creation. Data Flow – Incoming Data. Introduction •3. Retail Concept – Multiple Bar Codes •18. Customizable External Modules •37. Retail Concept – Allocation Replenishment 23.Connection with Retail Store Connect •26. . AX for Retail Main Features 6. Startup Parameters •43. Retail Concept . ..-25. Multistore Example •27.

and [list other trademarks] are trademarks of the Microsoft group of companies. All rights reserved. IMPLIED OR STATUTORY.© 2008 Microsoft Corporation. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. AS TO THE INFORMATION IN THIS PRESENTATION. EXPRESS. the Microsoft Dynamics logo. Microsoft. it should not be interpreted to be a commitment on the part of Microsoft. 50 . Microsoft Dynamics. and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES. Because Microsoft must respond to changing market conditions.

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