What’s new in Microsoft Dynamics AX 2012 R3 Solution Demo VM for Retail?
In this blog you will find an overview of some of the key demo scenarios and associated data elements that have been provided to you in Dynamics AX 2012 R3 demo data related to Retail. This blog does not include all of the demo scripts or the data provided to enable all the scenarios. You can download the solution demo package that includes many demo scripts and associated collaterals : Solution Demo VM and collaterals (requires PartnerSource logon).
Overview of what's new in the solution demo package and list of all related blogs can be viewed here.
Key Demo Scenarios and Associated Data Elements
- Managing product kits
- Loyalty
- Store manager data striping
- Configuring and activating devices
- Call center
- Accounting export
SCENARIO: Managing product kits
This scenario reflects the activities associated with setting up of kits, components, generate assembly orders for warehouse, view assembly orders at warehouse, and pick, and package kits.
ASSOCIATED DATA ELEMENTS:
Feature Area | Feature | Company | Data Element | Information |
Retail | Kits | USRT | Product Nos.: 7001, 7002, 7003, 7004, 7005, BB, TV bundle- basic, TV bundle- premium | Product kits with components and substitutions to illustrate new kitting capabilities.
|
SCENARIO: Loyalty
Several enhancements have been made to provide more effective customer loyalty scheme strategy execution. These enhancements include the following abilities:
Redeem loyalty points as a discount
Check and print loyalty card balance
Return loyalty points as part of product returns
Create loyalty cards at the point of sale
Loyalty programs used to define loyalty events
ASSOCIATED DATA ELEMENTS:
Retail | Threshold discount | USRT | Loyalty 5% off over $100 | 5% off purchases over $100. |
SCENARIO: Store manager data striping
For retail store managers, access to retail management software should be limited to actions that only affect the stores for which they are responsible. The store manager AX user, LacyJ, has been set up so that access in the product is limited for certain critical entities. Certain records are filtered so that only those which map to her stores are displayed. This makes her job easier by not showing records that do not interest her and it also prevents her from making changes for stores outside of her direct responsibility. The records that are filtered are as follows:
- Workers
- Purchase orders
- Transfer orders
- Purchase requisitions
- Inventory counts
- Registers
SCENARIO: Configuring and activating devices
A new entity called “Devices” has been created to track which handheld devices have been activated and link them to POS register records in the headquarters. In the demo data, devices have been created for every POS register and device using Modern POS(beta).
If a Modern POS(beta) device must be reactivated, set the device record in AX to ‘Pending’ or ‘Deactivated’, close the form or at least navigate out of that row and then on the device launch MPOS and activate.
SCENARIO: Call center
Call center functionality includes features that are designed to make it easier to take phone orders and handle customer service throughout the order fulfillment process. Call center workers can enter payment information directly into the sales order. Workers can also view a detailed summary of charges and payments before they submit the order. Workers have options for controlling pricing, and can access various data about customers, products, and prices from the sales order form. Call centers also have enhanced functionality for tracking customer history and order status.
Many new records were created in the demo data to support end to end call center functionality those entities include:
- Coupons
- Source codes
- Scripts
- Fraud alert rules
- RFM scores
- Installment plans
- Continuity plans for recurring billing
SCENARIO: Accounting export
A new configuration option called Retail Essentials was introduced with this release. Retail essentials is a retail specific configuration for customers interested in using AX strictly for retail management. In scenarios where AX- or Retail Essentials- is being used only to support the retail operations of an organization it becomes necessary to provide financial data to the system that is managing that aspect of the business. The accounting export capability was introduced to export data from Retail Essentials to a location from which it can be imported into a 3rd party accounting system.
The demo VM includes an accounting export profile with sample account mappings and an export path which specifies which directory will receive the exported files.
ALL RETAIL ASSOCIATED DATA ELEMENTS ADDED IN DEMO DATA
Retail/SCM | WMS | USRT
| Site DC/WHS DC | WMS-managed distribution center (DC) Has a new DC that is WMS enabled. It is stocked with both WMS enabled and non-WMS enabled items, as well as some Retail kits with a mix of WMS enabled and non-WMS enabled components.
USRT has Inter-Company relationship with FRRT |
Retail/SCM | TMS | USRT | Shipping Carrier | Transportation setup added for USRT. Shipping carriers and rating engines added.
Outbound: From Site DC/WHS DC to Customers 2001, 2002, Delivery Terms CFR |
Retail/SCM | Retail Items | USRT/FRRT | Released Products T0010 T0011 T0015 T0012 T0013 T0016 T0017 | T0010: TV, style, Serial number at shipping, WMS enabled T0011 – TV, style, Non-WMS T0012: Speaker, no product variant, WMS T0013 – Speaker, no product variant, non-WMS T0014 – Kit containing T0010, T0013 T0015 – Kit containing T0012, T0011 T0016: TV, Serial Tracking (blank allowed), WMS enabled T0017: TV, Serial number active for physical inventory, WMS enabled
|
Retail | Inventory management | USRT | All warehouses
| Retail Store Warehouses (non-WMS) can be used to receive and distribute WMS managed items. |
Retail | Inventory management
| FRRT | Site FRRT/WHS DC-FRRT
Site FRRT/WHS Paris | Regular DC (non-WMS enabled) Regular Store Warehouse (non-WMS enabled)
|
Retail | Catalog | USRT | Contoso Appliance Catalog | Contoso catalog which features only products belonging to the Home Appliance product category. |
Retail | Catalog | USRT | Fabrikam semi-annual catalog | Catalog featuring dresses, men’s suits and accessories catagories with promotional pricing |
Retail | Catalog | USRT | Fabrikam products | Product attributes have been added to Fabrikam fashion products. All products have base attributes and category specific attributes. |
Retail | Products | USRT | Fabrikam product images | Images were added to Fabrikam master products. |
Retail | Data striping | USRT | User LacyJ | The LacyJ user is set up as a store manager in the VM. The following entities will only be displayed if they are associated with the Houston store:
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Retail | Kits | USRT | Product Nos.: 7001, 7002, 7003, 7004, 7005, BB, TV bundle- basic, TV bundle- premium | Product kits with components and substigutions to illustrate new kitting capabilities.
|
Retail | Kits | USRT | Assembly orders | Assembly orders for the kits. |
Retail | Discounts | USRT | Semi-annual catalog sale | Discount for products included in the semi-annual catalog. |
Retail | Threshold discount | USRT | Loyalty 5% off over $100 | 5% off purchases over $100. |
Retail | Call center | USRT | Fabrikam call center | Call center channel used to demonstrate call center functionality. Various Call center related setup in the Call center module, including: Coupons Source codes Scripts Fraud alert rules RFM score setup Installment plans Parameters |
Retail | Call center | USRT | Continuity program | Jewerly Continuity program with four products. |
Retail | Call center | USRT | Continuity product | Continutiy product: 88000 |
Retail | Loyalty | USRT | Fabrikam base scheme | Loyalty scheme and related Loyalty set up to illustrate various new loyalty capabilities complete with earning and redemption rules, including: Scheme Cards Programs Reward points Price groups Discount offers
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Retail | Pricing | USRT | Price groups and discounts | New Price groups and discount offers for Loyalty, Threashold, Affiliations, and Catalog pricing as well as updates to the current discount offers. |
Retail | Modern POS | USRT | Modern POS for Houston | Modern POS setup including: Terminal Hardware profile Functionlaity profile Visual profile Receipt profiles Images Screen layouts Button grids And more… |
Retail | Devices | USRT | Devices for Terminals used on the VM | Devices setup for Houston, Seattle, New York, Boston and Paris. |
Retail | Inventory | USRT | Related products | All products have related products. |
Retail | Online | USRT | Campaigns | Campaign setup for Facebook and Twitter. |
Retail | Online | USRT | Campaign discount | Discount offer for Social |
Retail | Online | USRT | Recommendations | Purchase frequency data |
Retail | Categories | USRT | Category setup for Houston and Boston | Setup for Houston and Boston to showcase selling Online and pickup in store as well as Modern POS. |
Retail | Payments | USRT | Gift cards | Gift card styles |
Retail | Retail Essentials | USRT | Accounting export | Accounting profile |
Retail | Gift cards | USRT/FRRT | Cross company gift cards | Setup in USRT and FRRT to be able to sell and use gift cards cross company. |
Retail | Retail server | USRT | Channel setup | Channel profile configuration and setup for all stores. |
Retail | Inventory management | USRT | Return locations and Product with Location | Return locations for all stores. Specific return location for Houston with different info code mapping. Product ‘81303’ with Storage dimension with Location. |
Retail | Info codes | USRT | Info code groups and Info codes | Two Info code groups attached to set of products. |
Retail | Inventory | USRT | Bar codes | Barcodes for products ‘0001’ and ‘0002’. |
Retail | Scheduler | USRT | Scheduler setup | Various scheduler setup for the changes made in that area, including: Data groups Databases Profiles Jobs |