80716 Управление розничными каналами и корпоративные операции в Microsoft Dynamics AX 2012 R3 CU8

Продолжительность: 3 дня (24 ак.часов)
Стоимость очного обучения: 53550 руб.
Другие формы обучения:

Расписание тренингов Axapta

51000 руб.


80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8


This course provides students with the necessary tools and resources to learn about the features and functionality that are completed in the Microsoft Dynamics AX rich client and are typically done by corporate or headquarters personnel. This course is the starting point for implementing a new retail channel whether it be a retail store, online store, or call center.

What are the goals for this course?

  • Describe the features available in AX for retailers
  • Review the architecture for retail functionality
  • Review key concepts and terminology
  • Review the user interface for headquarters, enterprise POS, modern POS, and Enterprise Portal
  • Describe the Commerce Data Exchange, Commerce Run Time, and Real Time Service
  • Describe the features of organization modeling
  • Explain why organization modeling is important
  • Discuss terminology and concepts used with organization modeling
  • Create an organization and configure a hierarchy
  • Describe the hierarchy purposes and how they are used throughout the system
  • Describe the use and purpose of each type of retail channel available in AX
  • Explain the relationship of a retail channel to the organization hierarchy
  • Create a new retail channel for brick and mortar stores
  • Create a new retail channel for online stores
  • Create a new retail channel for call centers
  • Describe the use and purpose of store locators
  • Create a new store locator group
  • Assign retail channels to a store locator
  • Explain the use and function of info codes
  • Describe a few examples of info codes
  • Create new info codes and sub codes
  • Translate info codes
  • Group info codes
  • Review and setup the retail parameters
  • Review and setup the scheduler parameters
  • Review and setup shared retail parameters
  • Describe the sales tax components and concepts in AX
  • Set up sales tax
  • Configure sales tax settings on retail channels
  • Describe inclusive and exclusive tax
  • Set up sales tax overrides
  • Configure destination based taxes
  • Describe the payment methods available
  • Set up new payment methods
  • Explain credit card process
  • Complete additional setup for credit card payment types
  • Link payment methods to a retail channel
  • Describe the setup components for the retail point of sales (POS)
  • Describe the types of POS profiles
  • Create an offline profile
  • Set up a functionality profile
  • Design a receipt format
  • Configure hardware profiles
  • Set up a visual profile
  • Configure email notification profiles
  • Describe the elements of a good POS design
  • Describe and create new POS registers
  • Discuss the creation of devices
  • Describe the functionality of a screen layout
  • Review an example of a modern POS and enterprise POS
  • Create a new screen layout, button grids, add images, and configure keyboard mapping
  • Set up a worker
  • Describe operations
  • Create a permission group
  • Create jobs, positions, and assign a worker to the job
  • Override permissions on a worker
  • Configure the global address book for store-worker assignments
  • Review the security available for retail
  • Describe the prerequisites for loyalty management
  • Set up date intervals
  • Set up reward points
  • Configure a loyalty program
  • Define loyalty tiers and tier rules
  • Create loyalty schemes
  • Set up loyalty cards
  • Process and view loyalty transactions
  • Describe the features of gift cards
  • Set up gift cards
  • Void a gift card
  • Add an amount to a gift card
  • View gift card transactions
  • Unlock a gift card
  • Describe the flow for online store transactions
  • Synchronize online orders to AX
  • Send email receipts and notifications
  • Redeploy the POS
  • Describe the data distribution process
  • Run a data distribution job
  • Describe the statuses for data distribution jobs
  • View retail channel transactions
  • View sales by channel and products
  • View shifts with their transactions and print a Z-report
  • View the status of the Commerce Data Exchange services
  • Review open statements
  • View posted statements
  • Review the batch process for statements
  • Review the retail reports that are available
  • Configure channel reports to be printed in the POS
  • Run the retail store metrics report
  • Run the Gross margin return on inventory investment reports
  • Print the performance by terminal report
  • Review the Top 10 OU performers in current year report
  • Run the Sales comparison year over year by operating unit report
  • Describe how to use retail analytics with built in cubes and the Excel integration
  • Review the PowerView reports that are available
  • Print transaction related reports

What are the prerequisites to consume this course?

Before viewing this training, individuals must have:

  • General knowledge of Microsoft Windows
  • General knowledge of Microsoft Dynamics AX 2012
  • The ability to use Microsoft Dynamics AX 2012 for basic processing
  • Basic knowledge of Retail Application Functionality

Module 01: Overview

  • Features and Architecture
  • Terminology and Concepts
  • Interfaces
  • Technology and Architecture
  • Enhancements

Module 02: Organizational Model

  • Organization Modeling Features
  • Concepts and Definition
  • Internal Organizations and Organization Hierarchy Demonstration
  • Organization Purposes

Module 03: Retail Channels

  • Retail Channels
  • Organization Hierarchy
  • Brick and Mortar Stores
  • Create a Retail Store
  • Online Stores
  • Call Centers

Module 04: Store Locator

  • About Store Locators
  • Setup

Module 05: Info Codes

  • About Info Codes
  • Set up Info codes and Sub codes
  • Assigning Info Codes
  • Translating Info Codes
  • Grouping Info Codes

Module 06: Retail Parameters

  • Set up Retail Parameters
  • Set up Scheduler Parameters
  • Set up Retail Shared Parameters

Module 07: Sales Tax

  • Concepts
  • Scenarios
  • Conceptual Model
  • Setup Process
  • Sales Tax Overrides
  • Retail Channel Tax Settings

Module 08: Payment Methods

  • Payment Types
  • Card Setup
  • Set Up Retail Channel Payment Methods

Module 09: Retail POS Setup

  • Setup Overview
  • Offline Profiles
  • Functionality Profiles
  • Receipt Profiles and Formats
  • Hardware Profiles
  • Visual Profiles
  • Email Notification Profiles

Module 10: Retail POS Design

  • About POS Design
  • POS Registers (tills)
  • Devices
  • Screen Layouts
  • An Enterprise POS Layout
  • A Modern POS Layout
  • Images
  • Create Button Grids
  • Design a New Screen Layout
  • Keyboard Mapping

Module 11: Retail Workers and Security

  • Operations
  • Permission Groups
  • Jobs
  • Position
  • Worker
  • Global Address Book
  • Security Overview

Module 12: Loyalty Management

  • Loyalty Program Overview
  • Set up Loyalty Reward Points
  • Loyalty Program Setup
  • Loyalty Schemes
  • View and Manage Loyalty Cards and Transactions
  • Resolving Conflicting Loyalty Card Numbers
  • Update Loyalty Card Tiers
  • Process Offline Loyalty Transactions

Module 13: Gift Cards

  • About Gift Cards
  • Setup
  • View and Manage Gift Cards

Module 14: Retail Periodic

  • Online Store Transactions
  • Send E-Mail
  • Retail POS Redeployment
  • Data Distribution

Module 15: Retail Inquiries

  • Retail Channel Transactions
  • Retail Sales
  • Shifts
  • Commerce Data Exchange

Module 16: Journals

  • Open Statements
  • View Posted Statements
  • Batch Process for Statements

Module 17: Reports

  • Retail Reports
  • Channel Reports Configuration
  • Retail Store Metrics
  • Gross Margin Return on Inventory Investment Reports
  • Performance by Terminal
  • Top 10 (Operating Unit) OU Performers in Current Year
  • Sales Comparison Year Over Year by Operating Unit
  • Retail Analytics with Built in Cubes and Excel
  • Power View Reports
  • Transactions



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