Retail operations solution_ax2012_r2_retailtraining slides _day 4_sme

Presentation powered by Program Managers with Subject Matter Expertise - Meera Mahabala, Prabhu Padhi, Yabin Liu, Ruben Delgado

Microsoft Services Operations Solution for RetailProviding customers the ability to adapt to changing business demands

Day 3 – Key Take Away ’ s

Retail Price Management, Mix and Match line Groups, Promotions and Discounts, Rounding Method Group,Price Point Group

POS Functionality, Start & End of Day Routines, Type of POS Transactions, Loyalty Transactions, Training Mode Capabilities

POS Posting, Statement Closing, Inventory Posting, Inventory Cost Update - Periodic CalculationRetail Inquiries, Shifts, Transactions, Statements

Customer Loyalty (HQ- Set-up), Loyalty Customers, Loyalty Schemes

Session # Session Time Day 4

33 08:30 - 09:00 E- Commerce Solution Overview

34 09:00 - 10:00AX Retail - Online Channels • Set- Up Process & Maintenance for Online Store• Retail Navigation Hierarchy

Break 10:00 - 10:15 Morning Break

35 10:15 -11:00AX Retail - Online Channels• Product Attributes/Enrichment • Catalogue – Creation, Maintenance & Publishing

36 11:00 - 12:30

E-Commerce - Starter Store Front • Review of Available Templates • Review of Navigation • Shopping Experience and Check Out • Customer Account • Loyalty

Break 12:30 - 01:15 Lunch Break

37 1:15 - 2:00

E-Commerce - Starter Store Front • Order Fulfilment - AX POS• High level Review of Sharepoint Touch points for AX Retail

38 2:00 - 2:30

Developer Experience - Search, Managed Navigation,Adaptive Experiences,Online Store With Commerce Run Time- Overview of Visual Studio Project for E-Commerce

39 2:30 - 3:15 Retail Enterprise Portal - Overview & Retail FunctionalityBreak 3:15 - 3:30 Afternoon Break

40 3:30 - 4:15 LAB:2.22- Creation of a Online Navigation Hierarchy, Online Catalogue and Publishing

41 4:15 - 5:00AX Retail BI and Reporting• Standard Reports • Standard Cubes • Excel Integration

42 05:00 - 05:15 Q & A - Day 4 Wrap Up33 08:30 - 09:00 E- Commerce Solution Overview

Session 33 - Content

E- Commerce Solution Overview

MICROSOFT CONFIDENTIAL – INTERNAL ONLY

The Situation Today for Many Organizations

Retail Headquarters

Financials

Warehouse Management

Stores

Consumers

Online ChannelManagement

Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials

Stores

CatalogKiosk

Mobile

Consumers Corporate Accounts

Microsoft Dynamics for E-Commerce

Retail Headquarters

Supply ChainIntegration

Supply Chain Visibility

Financials

WebStores

Consumers

Omni-Channel Workflows

Business Organizations e.g., Retailer

Online Consumer

Dynamics SharePoint

Product Catalog Published to SharePoint

Customer Interacts with Online Store

Order Returned to Dynamics

Dynamics CRT Services(Pricing, Sales Tax, Shipping)

Order Fulfilled from Dynamics

Microsoft Dynamics & SharePoint - Integrated E-Commerce Solution

Dynamics E-Commerce Solution Components

Commerce Runtime

Shipping

Commerce Runtime (CRT)

Product Catalog Site Collection

Publishing Site Collection

SP Connector

Dynamics AX for Retail

SharePoint 2013 Server

Consumer

CDX - Real time

Service

CDX - Sync

Service

CRT DB

Commerce Run time Services

Search Index

CDX - Sync

Service

Net.TCP

TCP/IP

erce AJA

X Services

Ecommerce web parts

Adaptive experiences with SharePoint 2013

Search-driven Catalog data routed through the search index enabling dynamics pages

Faceted and managed navigationFlexible navigation and ease of adding refiners at different category nodes

RecommendationsUse click-through, views, and other analytics to feedback into ranking and recommendations

Device channelsAbility to deliver different skins for different device channels

Search Driven Experiences

SEARCH

Product Catalogs Static ContentDigital AssetsAuthored Content NavigationExternal Content

Managed Navigation

AudioCamerasComputersHome appliancesPhonesTV and video

AX MANAGEDCATEGORY TAXONOMY

AudioCamerasComputersHome appliancesPhonesTV and video

Use template pagemaincategory.aspx

CONTENT SEARCH WEB PART

SEO Friendly URLhttp://contoso.com/cameras

Search

Filter query byCATEGORY: CAMERAS

Product Catalog

Faceted Navigation

The facets PRICE and BRAND apply for all products…

but SCREEN SIZE and RAM only apply to the LAPTOPScategory

...and BUSINESS FACTORS can be used to weight search results at runtime.

Adaptive Experiences

Historical Click Patterns

Event P

PRODUCT ID

Related Products

• 3D TV• Active shutter 3D glasses designed for the TV• High-speed HDMI cable … … … …

Supplemental Retail HierarchyTV & Video

Extended Description

Video (How To)

ribute

Inheri

Video (How To)

Warranty – Parts

Warranty – Labor

Energy Star Yes

Voltage 110 V

Amperage 4 Amp

HDMI Inputs 1

3-D Ready Yes

Playback Formats

BD-ROM, BD-R/RE, DVD+R/RW, DVD-R/RW, CD-R/RW, CD-DA, AVCHD, MPEG-1, MPEG-2, MPEG-4, WMV9, AAC, DTS, LPCM, MP3, WMA9, GIF, JPEG, and PNG

Wi-Fi ready Yes

ribute

Inheri

SKU 1666042

Related Products

2 Yrs.

Get a world of instant entertainment with this smart Blu-ray player. Connect to the Internet and stream movies, listen to music and access a wide variety… … …

Catalog ProductsCategories and Products

Get a world of instant entertainment with this smart Blu-ray player. Connect to the Internet and stream movies, listen to music and access a wide variety… … …

Video (How To)

Warranty – Parts 2 Yrs.

Warranty – Labor

Energy Star Yes

Voltage 110 V

Amperage 4 Amp

HDMI Inputs 1

3-D Ready Yes

Playback Formats

BD-ROM, BD-R/RE, DVD+R/RW, DVD-R/RW, CD-R/RW, CD-DA, AVCHD, MPEG-1, MPEG-2, MPEG-4, WMV9, AAC, DTS, LPCM, MP3, WMA9, GIF, JPEG, and PNG

Wi-Fi ready Yes

SKU 1666042

Related Products

ChannelChannel-1

Channel-2

Auction Price

ASIN B04266611H (for Channel-1)

Auction Price $100.00 (for Channel-2)

Catalog enrichment – Online store

Process FlowDefine Retail

Category Hierarchy

Define Products

Define Assortments

Create Catalog

Add ProductsAttribute Values

Related Products

Add ChannelsNavigation Category

Related Product

Product Variant

Navigation Category

Attribute Value

Attribute Group

Catalog Content/Process

Product Relations

Attribute Values

Channels

Products

HTML,Rich Text

Image, Video

Retail Catalog

Validate

Publish

Online store

Catalog

Mobile

Brick and Mortar

Approve

Listing

Catalog Channel

Catalog product Listing

Snapshot of a catalog product per channel

Date and time validity Attributes as name-value

pairs Product variants Language translations Listing id purchased is

included in the sales order

Catalog publishSynchronize listing related tables(CDX-Sync Service)

Update listing price(Commerce Runtime)

Create custom site columns and list items (SP 2013)

Record status per listing(Commerce Runtime)

Sync listing status to AX(CDX-Sync Service)

Published/

Update catalog aggregated publish status (AX)

Published/ Error

Create listing per variant (AX)

In-progre

Catalog publishDelta publish – Only republish changed productsFull publish – Publish all products regardless of what’s changedPeriodic price updates

Listing Price needed to enable price refinements

Price includesBase Sales Price on productTA of sales price that apply to all customersPrice adjustments

Catalog retractSynchronize listing(CDX-Sync Service)

Delete in CRT & SP list item(SP 2013)

Record status per listing as expired(Commerce Runtime)

Sync listing status to AX(CDX-Sync Service

Expired

Update catalog aggregated publish status(CDX-Sync Service)

Expired

Set expiry date to current date time(AX) In-

progress

In-progre

Mapping AX entities to SharePoint SharePoint entities

Content types and site columns Create relationships between site columns

List itemsReusable static and dynamic content pages

Formatted site columnsFunctional apps that can be deployed on

Search propertiesAttribute refinement, indexing, and query

Microsoft Dynamics AX entities

Products and variantsA collection of catalog products and variants

Term storeNavigation and categorization structure of a

Retail navigation hierarchyDefines the hierarchy of categories

Product attribute schemaStandard, channel, and category attributes

Composite attributesSpecification

Attribute metadataRefinable, queryable, searchable, sortable

Publishing

Product catalogDefine the hierarchy of categories

Product site collectionPrimary and micro site “containers”

Partitioning data in SharePoint for scaleDynamic partitioning

Create new content types as the attribute space in a single content type fills up

Category-based partitioningPartitioning based on the level specified for partitioning

Distribution schedule• Support the

same schedules as retail store

• A & N schedules are available

Key TakeawaysAttribute frameworkAbility to define engaging enrichment experience via user-definable attributes

Centralized category managementAbility to centrally manage category hierarchies for various industry usage scenarios

Centralized catalog managementAbility to centrally manage retail catalogs that are targeted for channels

Centralized assortment managementAbility to centrally manage category hierarchies for various industry usage scenarios

Key takeawaysPublishingPublishing takes all channel and catalog data and makes it available to the online store

AcknowledgementAbility to get back the publish status information

Price updatesAbility to make regular price updates to the listing

SharePoint data store can be a black boxPublishing dynamically creates the required schema and data in SharePoint

Session 35: Q & A

E-Commerce - Starter Store Front • Review of Available Templates• Review of Navigation• Shopping Experience and Check Out• Customer Account• Loyalty

Meera Mahabala

Cross-channel workflowsBuy online and ship to destinationAbility to order online and ship to selected destination using a choice of shipping carriers

Buy online and pickup in storeAbility to pickup by selecting a store based on proximity and item availability

Buy online and return in storeExtensible model for integrated payment authorization and capture

An online order can accrue loyalty pointsA consumer can accrue loyalty points on the same loyalty card with purchases made online

Online order flow

Online store front

Submit order

Commerce runtime

Cached data store

Dynamics AX

Staging Table

Sales Order Table

Order inquiry

CDX – Real Time Service

CDX – Sync Service

Customer account management

Anonymous userGuest checkout – Name, delivery address and email addressDefault Microsoft Dynamics AX customer

Authenticated userAuthentication using an identity provider Creates a new user within Dynamics AXAbility to view order history

Loyalty schemesAbility to define multiple concurrent schemesInclude categories, products, or specific variantsPoints based on quantity or amountPoints are redeemed as paymentAbility to set expiration values for points

Customer loyaltyLoyalty customers

May or may not be tied to a Dynamics AX customerAbility to hold multiple loyalty cardsEach loyalty card is associated with a single scheme

Online store supports accrual only Calculated and accrued when the sales order is invoiced in Dynamics AX

Key takeaways

Session 36: Q & A

Lunch Break 60 minutes

• Order Fulfilment - AX POS

Prabhu Padhi

Order Fulfillment

Centralized order fulfillmentCentralized order fulfillment from Dynamics independent of order origination with comprehensive picking, shipping and notifications

Cross-channel workflowsOrder online & pickup in store, Order online & return in store, Accrue loyalty points

Integrated payment processingPCI / PA-DSS certified, tokenization for delayed capture, Extensible

Online order flow

Online store front

Submit order

Commerce runtime

Cached data store

Dynamics AX

Staging Table

Sales Order Table

Order inquiry

CDX – Real Time Service

CDX – Sync Service

Investments

Cross-Channel ordering workflow

Centralized order fulfillment

Integrated payment

processing

User experience improvements at

point of sale

“Cross-Channel Order Processing and Fulfillment”

Investments

“Cross-Channel Order Processing and Fulfillment”

Cross-Channel Enablement Order online and pickup in store (in addition to Ship-to) Store order and pickup from another store (in addition to Ship-to) Order online and return in store

Order Retrieval Created in same store Created in another store Created in Online store Created in AX client

Integrated payment

processing

point of sale

Pricing and Sales Tax Consistent rule-driven computations across all sales channels

Discounts and Promotions Consistent application and computations across all sales channels

Investments“Cross-Channel Order Processing and

Fulfillment”

Standard AX fulfillment functionality Order origination: Online store Order origination: Brick and Mortar store Order origination: AX

Order Fulfillment Pick-up All Ship All Mixed Mode (partly shipped, partly picked up)

Integrated payment

processing

point of sale

Email Notifications Order creation/confirmation Ready for pickup Shipping confirmation Payment problemLeverage existing AX email notifications infrastructure

Fulfillment”

Dynamics Online Payment Services (DOPS) Customers PCI-DSS 2.0 Certified and PA-DSS 2.0 Certified Leverage DOPS tokenization for remaining balance settlement

Ensure validity of authorization during pack slip creation in AX Ensure capture of remaining balance during invoicing in AX

Non Dynamics Online Payment Services (DOPS) Customers ISV opportunity by using Payment SDK

Integrated payment

processing

point of sale

Fulfillment”

POS: Display Order Mode Recall/Edit Order Pickup Order

Recall Order Search by multiple parameters Orders List:

Smart search Enablement/Disablement of actions

point of sale

Integrated payment

processing

Order Summary Leverage receipt format template Address: “View box” style

Process FlowCustomer

places order

Customer receives

notificationRecall order

Complete pickup

Ship/Pick

Chooses products

Checks availability

Checks price

Pick/Pack/Ship

Ready for Pickup

Pickup order

Customer Store Clerk

User Experience Improvements

Online Store to POS – Order Fulfilment

Session 37: Q & A

• Developer Experience • Search, Managed Navigation, Adaptive Experiences

, Online Store With Commerce Run Time• High level Review of Share-point Touch points for

AX Retail • Overview of Visual Studio Project for E-Commerce

Meera Mahabala

Ever changing global markets

Unique business requirements

Flexible and sophisticated Commerce

Runtime and extensibility

Business challenges

New technology trends

Key Features for Extensibility of E-Commerce SolutionDynamics AX 2012 Retail R2

Customizing a Dynamics for Ecommerce Solution

SharePoint 2013 FeaturesLeveraging Dynamics Ecommerce Web PartsExtending the Commerce Runtime ServicesCustomer account management

Dynamics Ecommerce & SharePoint Entity Mapping

SHAREPOINT 2013 Server(Product Catalog Site)

Term StoreNavigation and categorization structure

of a site

Site ColumnsDefine the attributes of a product

catalog

Content TypesCreate relationships between site

columns

List itemsA flattened representation of products

and variants

Search PropertiesAttribute refinement, indexing and

query rules

This is about the displayable content

SHAREPOINT 2013 Server(Publishing Site)

Page LayoutsControls look & feel, content based on

associated content type

Content Search Web PartsFunctional “apps” that can be

deployed on pages

Display TemplatesControl layout and behavior of results

and layout of each result

Site CollectionsPrimary and micro site “containers”

This is about how its presented

Master PagesDefine the shared framing elements

for all pages

DYNAMICS FOR ECOMMERCE(Commerce entities)

Navigation HierarchyDefines the hierarchy of categories

Product attributesDefine a customizable product

attribute schema

Product catalogA collection of catalog products and

variants

Products & Variants A collection of products and variants

Attribute metadataRefinable, queryable, sortable and

searchable

This is about the business content

Leverage AX Web Parts

My accountOrder historyProduct detailsProduct galleryProduct quick viewAddress edit Associate customerChange passwordCheckout confirmFacebook Logon

Page LayoutsItem Product DetailItem Product Click ViewItem Product GalleryItem Product Quick View

Display templatesAdd To CartCheckoutPromotion CodeSubmit OrderMini shopping cartShopping cartAddressCustomer

Web Parts

Commerce Runtime – Architecture & Extensibility

Commerce Runtime

Customer

Promotion

Kernel

re ..)

Shipping

Functional Plug-in / Module

Cust /PartnerExtended PluginReplace Plug-in completely

EFT / Payments

CDX(Real Time)

3PExt.

CDX(Sync)

3PExt.

CDX(Real Time)

3PExt.

CDX(Sync)

Extending the Commerce Runtime ServicesAddress

ChargeCurrencyCustomerDimension EmailLoyaltyPayment

PricingProduct availabilitySales orderShippingStore locatorTaxTotaling

Address service Implement IAddressService interface ValidateAddressRequestGetCountryRegionsGetStateProvincesGetCounties

GetCitiesGetDistrictsGetZipCodesGetFromZipPostalCodeGetAddressFormatting

Implement ICharge interface CalculateCharges(GetChargesRequest request)

Charge service

Implement ICurrency interfaceGetExchangeRate(GetExchangeRateRequest request)CurrencyToCurrency(GetCurrencyValueRequest request)

Currency service

Implement ICustomer interfaceGetCustomers(GetCustomersServiceRequest request) SaveCustomer(SaveCustomerServiceRequest request)

Customer service

Implement Idimension interfaceServiceResponse GetDimensions(GetVariantsRequest request)

Dimension service

Implement IEmail interfaceSendEmailToCustomer(SendEmailServiceRequest request)

Email service

Inplement ILoyalty interfaceGetLoyaltyCardInfo(GetCustomerLoyaltyPointsServiceRequest request)

Loyalty service

Implement IPayment interfaceGenerateCardToken(GenerateCardTokenRequest request)Authorize(AuthorizeRequest request)Cancel(CancelRequest request)SupportedCardTypes(SupportedCardTypesRequest request)

Payment service

Implement IPricing interfaceGetPrice(GetPriceRequest pricingRequest)UpdateAllPrices(UpdatePriceRequest pricingRequest)CalculatePricesForListings(GetListingPricesRequest request)GetItemPrice(GetItemPriceServiceRequest pricingRequest)CalculateDiscount(CalculateDiscountsRequest pricingRequest)

Pricing service

Implement IProductAvailability interfaceGetItemAvailabilitiesByItems(GetItemAvailabilitiesByItemsRequest request)GetItemAvailabilitiesByItemQuantities(GetItemAvailabilitiesByItemQuantitiesRequest request)GetItemAvailabilitiesByItemWarehouses(GetItemAvailabilitiesByItemWarehousesRequest request)ReserveItemsResponse ReserveItems(ReserveItemsRequest request)

Product availability service

Implement IRounding interfaceRound(GetRoundedValueRequest request)RoundForDisplay(GetRoundedDisplayValueRequest request)RoundAmount(GetRoundedCurrencyRequest request)RoundAmountForDisplay(GetRoundedDisplayCurrencyRequest request)

Rounding service

Implement ISalesOrder interfaceCreateSalesOrder(CreateSalesOrderRequest request)GetOrders(GetOrdersServiceRequest request)GetOrdersLocal(GetOrdersServiceRequest request, IEnumerable<SalesOrder> remoteOrders)GetOrdersRemote(GetOrdersServiceRequest request)

Sales order service

Implement IShippingService interfaceGetOrderDeliveryOptions(GetOrderDeliveryOptionsServiceRequest request)GetLineDeliveryOptions(GetLineDeliveryOptionsServiceRequest request)GetProductDeliveryOptions(GetProductDeliveryOptionsServiceRequest request)GetExternalShippingRate(GetExternalShippingRateServiceRequest request)ValidateShippingAddress(ValidateShippingAddressServiceRequest shippingRequest)GetShipments(GetShipmentsServiceRequest request)

Shipping service

Implement IStoreLocatorService interfaceGetStores(GetStoresRequest request)

Store locator service

Implement ITax interfaceCalculateTax(CalculateTaxRequest request)ClearChargeTaxLines(SalesTransaction transaction)

Tax service

Implement ITotaling interfaceCalculateTotals(CalculateTotalsRequest calculateTotalsRequest)

Totaling service

Demo - Shipping integration with Contoso Shipping

Overview of Visual Studio Project for E-Commerce

• POS hardware Investments

Session 39- Content

Ruben Delgado

Business challenges

Managing payment artifacts

Support for diverse situations

Keeping up with POS hardware technology Do more with less

Key features for Devices & Hardware in Dynamics AX 2012 Retail R2

Investments

Signature captureAdded support for signature capture devices

Dual shift/cash drawerSupport for two cash drawers and shifts on single POS

Dual receipt printer/scannerAdditional receipt printer and profile for varying receipt formats

Hydra (customer facing payments)Support for hydra device

Enabled second cash drawer in hardware profileCashier is prompted to select drawer at login.

- Shift is then associated with that drawerSecond shift support added to point of sale.

- Up to two open shifts per register- Supports shared register scenario

Cash drawer types supported include OPOS and Manual.-Use manual device type to enable multiple shifts without multiple physical

cash drawers

Dual cash drawer

Good to knowCash drawer splitters do not open drawers independently, but at the same time or in succession. To connect dual drawers set up one as serial or USB and connect one to the printer (or both to the machine directly).

Cash drawer selection at login

Dual printer/scanner

Enabled second printer in hardware profileEach receipt printer has its own receipt profile.

- Enables scenario with different receipt types printing to different printers.For example: 40 column printer for receipts, full page printer for invoices.

Dual printer

Enabled second printer in hardware profileEach receipt printer has its own receipt profile.

- Enables scenario with different receipt types printing to different printers.For example: 40 column printer for receipts, full page printer for invoices.

Dual printer

Enabled second scanner in hardware profileSupports hardware store type scenario in which a table scanner is used for smaller items and a wireless scanner is used to scan larger items such as lumber.

Dual scanner

Signature capture

OPOSEnabled out of the box support for signature capture devices with OPOS drivers.

Signature capture

Signature captureSetupSignature capture is set up in hardware profile and configured in <company>/Retail/Common/Retail channels/Retail stores Setup Payment methods

Signature captureSignatures are transmitted to Microsoft Dynamics AX

Hydra device support

Multi-function device

POS peripheral that can perform duties of more than one device. Most often used to describe a customer facing device also known as “Hydra”.

Customer facing devices normally are capable of the following functions:MSRLine displayPIN padSignature capture

Advantages to hydra devicesAdvertising

Enterprise capable

Security

Cost savings from standalone devices

Counter space

Modular approach

Driver differences

Common device drivers much more limitedOPOS, JPOS, HID etc.

Multi-function devices are not typically plug and playProprietary applications on the devices.Much more complex workflows and requirements.The forms on the device are most often customized for the particular merchant.

Changes to POS workflow

Enabled scenario that allows customer to swipe cardYou have to handle card data outside of common cashier facing MSR scenarios.

Modified POS payment workflows to send payment request to device if other card payment information is not present

MICROSOFT CONFIDENTIAL – INTERNAL ONLY146

Supported functionsCustomer facing MSR

PIN entry

Credit and debit

Line display

Customer payment card selection

Signature capture

Customer loyalty card entry

Customer cash back amount entry

Supported device

Equinox L5300Formerly Hypercom USA

In use at major retailers across the US

Wide range of capabilities

Dynamics Online payment servicesL5300 integration is built to work with Dynamics Online out of the box through the Payments SDK.

SDK is modular in approach to payment processors and hardware devices.

Implementation time is greatly reduced by using Dynamics Online for payment processing and L5300 out of the box functionality

Configurability through headquartersHonors cash back setting for debit

Option of allowing customer to enter cash back on device

Option to set up signature capture through Dynamics AX

Traditionally these workflow changes have been more complex than simply sync’ing data from Dynamics AX150

Setup requires external componentsFTP to manufacturer site hosting necessary components to be provided.

When used as PIN pad, device must have encryption key injected by 3rd party (distributor or payment processor)

Out of the box solution is implemented in Dynamics Online Payment Connector (payments SDK)

Customer logo can be modified without writing code151

Considerations and constraints

Out-of-box multi-function device support is US only

Customization is the rule more than exceptionOut of box functionality cannot cover all customer requirements such as EBT, gift, advertising etc.

Concepts and architecture

ServiceBuilt to be easily modified by developers with access to the pluginTo support a different device simply replace the hydra dllDocumentation will be made available to developers

Hydra contractsFairly simple interface between device handler and hydra manager

{ /// Payment Terminal Handler public interface IPaymentTerminalHandlerV1 event EventHandler<SwipeEventArgs> CardSwipe;

event EventHandler<ButtonPressEventArgs> ButtonPress; event EventHandler<PinPadEventArgs> PinEntry; event EventHandler<SignatureCaptureEventArgs> SignatureEntry;

event EventHandler<DeviceErrorEventArgs> DeviceError; bool Initialize(); void Close(); void ShowForm(string formName); void SetVariable(string variableName, string variableValue); string GetVariable(string variableName); void DisplayLines(bool clearLines, IList<string> displayLinesAt); void CardReaderEnable(bool enable); void PinEntryEnable(string formName, string accountNumber); void PinEntryEnable(string formName, string accountNumber, decimal amount); void SignatureEntryEnable(string formName); void ClearData();

L5300 setup

Device setup

Device is implemented entirely within the payments pluginDevice setup in the back office is not explicitly required. Hydra is implemented and managed by the payment service.Settings such as cashback, signature capture and tenders allows are communicated from POS to the EFT service.

Payments SDK will be made availablePayments SDK session to follow.

Components

Components required for setup will be hosted on an FTP provided by EquinoxContact John Pleau (jpleau@equinoxpayments) for access to necessary components.

Required componentsFPELoader- Used to load forms onto the deviceL5000 Serial Driver- Device driverFPE Interface- Device interfaceL5300 forms- Should be included in partner plugins. May have to be provided through FTP.

CustomizationForm loader loads forms from a folder onto the deviceTo replace the Adventure Works logo provided out of the box, simply replace the banner and full page logo files in the directory and then load the forms.

Additional customizationFPELoader- Used to load forms onto the deviceL5000 Serial Driver- Device driverFPE Interface- Device interfaceL5300 forms- Should be included in partner plugins. May have to be provided through FTP.

Optional componentFormBuilder- Used to build FPE forms. Contact (jpleau@equinoxpayments.com) for access to form builder.Form builder also requires a security dongle to modify forms.

Key takeawaysDual shift/cash drawerAdded support for two shifts on POS

Dual scannerTwo scanners supported for divers POS requirements

Dual printerAdditional printer support added for printing different receipt formats as needed

Signature captureSupport for signature capture at POS with signature recall in AX

Hydra deviceSupport for multi-lane devices and enhanced POS support for device integrations

Keep in mindDual shift/cash drawerMulti shift login is not prompted to select a shift when ‘shift is not available/use this shift?’ is selected

Signature captureSignature is not printed on receipt

Hydra is US onlyDifferent device/payment processors may need to be implemented

Hydra requires customizationRetailers will require modification to hydra device forms and functionality

Session 39: Q & A

Afternoon Break – 15 Minutes

LABS – Session 40

LAB:2.22- Creation of a Online Navigation Hierarchy, Online Catalogue and Publishing

• AX Retail BI and Reporting• • Standard Reports• • Standard Cubes• • Excel Integration

Session 41- Content

Yabin Liu

Business challenges

Need required reports

Access to retail business data

Visualize business insights

Ability to easily customize to meet specific needs

Key BI Features inDynamics AX 2012 Retail R2

Rich Features in AX 2012 R2 – Retail

Retail cube Required reportsRich presentation to visualize, print and analyze data

Extensibility

AX 2012 R2 introduces four new cubes

General ledger

Accounts receivable

Accounts payable

Sales Production Purchases

Expense managemen

Environmental

sustainability

Project accounting

Workflow analysis

Budget control

Budget planning

Inventory valuation

Retail

AX2012 + AX2012 R2

High level architecture

Data layer

Integration layer

Presentation layer

Application Object Server (AOS)

Query Service

Metadata service

OData service

Dynamics AX2012 R2 cubes

Dynamics AX2012 OLTP database

AX2012 EP clientAX2012 windows

client

Role Center Role Center

XMLA/MDXServices

External clients

Retail cube - measuresCustomersRetail channelReleased productsExchange rates

Inventory valueSales order linesPacking slip linesInvoice linesRetail transactions

Retail cube - dimensionsCurrencyCustomerDate and timeSites/warehouseCompany/organization unitFiscal period dateGeographic location

ProductsRetail channelRetail categoryPOS terminalPayment methodsRetail transactionsWorker

Retail store metricsSales performance by productsSales performance by retail product categoryGross margin return on inventory investments (GMROII) by productGross margin return on inventory investments (GMROII) by category

Reports

Sales performance by category by storePerformance by terminalTop 10 operating unit performers in current yearTrend by operating unitSales comparison year over year by operating unit

Reports

Average ticket sizeCost of goods sold (COGS)Days of inventory amountDays of inventory quantityGross margin return on inventory investments (GMROII)Gross margin

Key performance indicators

Gross margin percentageInventory turn amountInventory turn quantityInventory turnoverMonths of inventory amountMonths of inventory quantity

Sales by hourSale per unit areaTotal customersTotal returnsTotal salesWeek of inventory amount

SQL Power ViewSSRS ReportsChart controls

Presentation

VISUALIZE PRINT ANALYZE

Presentation layer

High level architecture – presentation layer

Tools and capabilities

Production and

analytical reports

ASP.Net

Embedded chart controls

Management reporter

Financial statement

SQL RB3

Ad-hoc reports

Power Pivot

Data mash-ups

SQL Power View

Data analysis

AX client

Cues and list pages

AX2012 EP and Windows client

Role Center

AX User control web part

AX Report viewer web

Business overview web part

AX Power View web

New Enhanced

New enhanced New

Excel integration Demo

Enhance retail cube - additional data source, measures, dimensions, calculations, KPIs, etc.Define your own reports with SSRS, Excel and SQL Power View

Extensibility

Key takeaways

Dedicated retail cube

Retail reports

Rich presentation

Extensibility

Session 37: Q & A

Inventory and Pricing Management

PricingEstablish the sales price of a product for a specific time and customer

DiscountsAbility to specify simple, multi-line discounts, mix & match

Price groupsEstablish relationship between a channel, customer pricing and discounts

Inventory ManagementComprehensive inventory management from purchasing, receiving, allocation, replenishment, item availability and more..

Retail operations solution_ax2012_r2_retailtraining slides _day 4_sme

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