80717 : Retail Merchandising and Inventory Management 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 merchandising and inventory operations personnel. This course focuses on the product setup and configuration for retail products including categorization, managing assortments, replenishment, and other activities such as price and discounting management and vendor catalog management.

Module 00: Course Introduction Module 01: Overview Module 02: Retail Workflow Module 03: Units of Measure Module 04: Variants Module 05: Barcodes and Labels Module 06: Category Hierarchies Module 07: Released Products and Catalogs Module 08: Assortments Module 09: Modes of Delivery Module 10: Price and Discount Groups Module 11: Pricing and Discounts Module 12: Vendor Catalogs Module 13: Replenishment Setup Module 14: Replenishment Process Module 15: Product Kit Features Module 16: Retail Periodic Module 17: Reporting and Inquiries

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. Discuss the features of retail workflow Review the prerequisites for the workflow Create and configure a new retail workflow Demonstrate how to activate the retail workflow Demonstrate how to associate a workflow with an organization Demonstrate how to monitor the status of workflows and respond to work items Define unit of measure Demonstrate how to set up a unit of measure Demonstrate how to set up a unit of conversion Demonstrate how to set up additional features. Describe the variant functionality Explore how to setup sizes, colors, and styles Assign sizes, colors, and styles to variant groups Assign variant groups to a retail category Assign variant groups to a product Define products and create product variants. Review the barcode features. Explain barcode mask characters and barcode masks. Demonstrate barcode setup process. Demonstrate how to create and view barcodes. Review the labels features. Review product labels. Review shelf labels. Describe the category hierarchy types and key benefits. Review features and functions available. Discuss the attributes framework. Review the features for retail products. Set up new retail products. Use the mass update worksheet. Describe the use and purpose of catalogs. Create new catalogs. Explain how to use up-selling and cross-selling for catalog items. Explore product page layouts. Describe how to use source codes. Review the assortment features. Examine the new assortment creation process. Explore assortment inquiries. Describe how to set up an assortment scheduler. Setup modes of delivery. Add channels to delivery modes. Add products to delivery modes. Process delivery modes. Describe retail price groups. Review price group setup process. Explain mix and match line group setup. Discuss discount periods. Review affiliation setup. Review rounding groups and price point setup. Describe the pricing and discounting features. Discuss category and product pricing. Discuss channel and catalog based pricing. Discuss affiliation pricing. Create price adjustments. Create discounts, quantity discounts, and threshold discounts. Configure mix and match discounts. Describe the features of vendor catalogs. Configure vendor sales and price margins. Create vendor sales price points. Define vendor product numbers. Review the use and setup of replenishment hierarchies. Discuss replenishment rules. Set up replenishment service categories. Discuss the replenishment process and key concepts. Describe the cross docking feature. Demonstrate cross docking for a purchase order. Describe the buyer’s push process. Demonstrate use of the buyer’s push for a purchase order. Discuss product kit features. Review the setup for product kits. Assemble and disassemble product kits. Review the periodic jobs for merchandising and inventory management. Update the listing status for online stores. Update product availability. Setup and use related products. Review the sales performance reports. Discuss catalog area analysis. Review pricing and price groups.

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.