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

This e-Learning 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.

Module 00: Course Introduction Module 01: Overview Module 02: Organizational Model Module 03: Retail Channels Module 04: Store Locator Module 05: Info Codes Module 06: Retail Parameters Module 07: Sales Tax Module 08: Payment Methods Module 09: Retail POS Setup Module 10: Retail POS Design Module 11: Retail Workers and Security Module 12: Loyalty Management Module 13: Gift Cards Module 14: Retail Periodic Module 15: Retail Inquiries Module 16: Journals Module 17: Reports

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 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.

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.