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

• Describe the Commerce Data Exchange, Commerce Run Time, and Real Time Service
• Describe the hierarchy purposes and how they are used throughout the system
• Review the user interface for headquarters, enterprise POS, modern POS, and Enterprise Portal
• Describe the use and purpose of each type of retail channel available in AX
• Describe the sales tax components and concepts in AX
• Assign retail channels to a store locator
• Explain the relationship of a retail channel to the organizational hierarchy
• Complete additional setup for credit card payment types
• Create a new screen layout, button grids, add images, and configure the keyboard mapping
• Describe the use and purpose of store locators
• Review and setup the retail parameters
• Describe a few examples of info codes
• Review the architecture for retail functionality
• Review and setup shared retail parameters
• Configure the global address book for store-worker assignments
• Describe the prerequisites for loyalty management
• Redeploy the POS
• View shifts with their transactions and print a Z-report

• Application Consultant

• 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

1. Overview

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

2. Organizational Model

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

3. Retail Channels

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

4. Store Locator

• About Store Locators
• Setup

5. Info Codes

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

6. Retail Parameters

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

7. Sales tax

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

8. Payment Methods

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

9. Retail POS Setup

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

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

11. Retail Workers and Security

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

12. Loyality Management

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

13. Gift Cards

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

14. Retail Periodic

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

15. Retail Inquiries

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

16. Journals

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

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