Dynamics AX Retail and POS NET Training_2.0

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Microsoft Dynamics AX for Retail - Retail POS Training

Transcript of Dynamics AX Retail and POS NET Training_2.0

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Microsoft Dynamics AX for Retail - Retail POSTraining

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Introduction

Trainer……

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Agenda •Monday - Retail Back Office:

8am-12:30pm: System Overview, Store Setup and Management.

1pm- 5pm: Staff, POS Setup and Management, Inventory Setup and Management•Tuesday - Retail Back Office:

8am-12:30pm: Inventory Management, Price Mechanism, Promotions

1pm-5pm: Periodic Discounts, Infocodes, End of Day Procedures, Replenishment•Wednesday

08am-05pm: Training in Dynamics AX for Retail Data

Distribution, Scheduler and Retail Store Connect

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Agenda

• Thursday – Retail POS: 08am-12:30am: System Overview, Architecture,

Setup and Configuration (including Retail POS specific in AX Retail)

01pm-05pm: POS Functionality (open source modules, designing the POS look, receipts, peripherals and so on) 

AX Retail Back End connection exercises• Friday – Retail POS:

08am-12:30am: Design ConceptProgramming assignments01pm-05 pm: Continue with programming

assignments

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AX for Retail Main Features• Retail item

– Hierarchy, Variants, Item life cycle • Item import

– Validation, – calculation of price,

• Offer Management• POS Integration• Replenishment

– Group, Rules• Concession

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List of Topics

• Store ManagementPOS Terminals, Staff

• Inventory Management• Retail Price Mechanims• Retail Periodic Discounts• Infocode Functionality

• End of Day Procedure• Allocation Replenishment• Data Distribution and

Replication• Retail POS Point of Sale

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OverviewMicrosoft Dynamics AX for Retail is a powerfulretail solution built on Microsoft Dynamics AX. This integrated solution delivers the breath and depth of functionality demanded by the busiest retailer without the need to build, manage and maintain multiple applications and interfaces. This Retail AX course is mainly an instructor-led training course but gives you a good basis for self-learning.

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One End-to-End Solution• Set-up,

Configuation• Item management• Prices, Offers• End-of-Day

Procedure

Dynamics AX for Retail

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Possible Architecture – Big Picture

HeadquarterAX

Store AX Retail POS

Store AX Retail POS

Retail POS

... Store AX Retail POS

Store AX Retail POS

Retail POS

.

.

.

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Retail Concept – Store Groups

• Store 21 is a big Store in Region 2• Store 10 is a small Store in Region 1

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Business Organization / Data Distribution

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Retail Concept – Store

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Retail Concept - Staff

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Retail Concept – Item Hierarchy

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Retail Concept – Special Groups

Special Group Italy

Special Group White Wine

Special Group White Wine

Special group France

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Retail Concept – Multiple Bar Codes

Item Number: 123Soda 33 clUnit: Bottle

Bar code 4005808856060

Soda 33 clUnit: 6 Pack

Bar code 4005800001253

Soda 33 clUnit: Bottle

Bar code 4005800001192

Soda 33 clUnit: Bottle

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Retail Concept – Variant Groups

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Retail Concept – Active Price

Active (Standard)

Price

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Retail Concept – Periodic Discounts

Periodic Discount

Offers

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Retail Concept – End of Day/Shift

FinanceCustomer

transactionsInventory

transactions

StatementDynamics AX for Retail

Inventory Update

Dynamics AX for Retail

Retail POS Retail Sales

• Sales header• Sales lines• Payment lines• Banked Tender Trans• Tender Declaration Trans

• Variant trans• Order Invoice Trans• Loyalty Point Trans• Invent trans• Infocode trans

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Retail Concept – Allocation Replenishment

Purchase Order

• Cross Docking

Items in General

Warehouse• Buyers Push

Transfer Order

Transfer Order

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Dynamics AX for Retail Architecture

Dynamics AX for Retail

Retail Store Connect

Retail Store Connect

Retail Transaction

Service

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Connection with Retail Store Connect

Retail POS

Retail POS

Retail POS

Retail POS

Retail Store

Connect

Retail Store

Connect

Retail Store

Connect

Retail Store

Connect

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Connection with Retail Store Connect

Status – status text depening on labels in AX

Source, destination, message or scheduler database

Scheduler, running class in AX

The Retail Store Connect service

Contains data from one or more tables

DB

Scheduler

DbServer

Package

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Multistore Example

(SQL)

Message DB SQL

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Data Flow – Package Creation, HQ

Scheduler

DBServer

Queue

Incoming

Outgoing

Outgoing

System Thread

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Data Flow – Messages, HQStatus

1 Received

2 Processed

3 Processed

1 – Initial stage2 – Data has been read from database, packages created3 – Packages have been forwarded

Status

ProcessingPrcessing

To ForwardTo Forward

ForwardedForwarded

Incoming

Incoming

Incoming

Outgoing

Outgoing

Outgoing

Outgoing

Outgoing

Outgoing

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Data Flow – Incoming Data, Store

Incoming

Queue

Outgoing

Outgoing

Incoming data from HQ

System thread

Note – even if there are many receivers for the same package there is just one Incoming Message because of the multicasting function.

DbServer

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Data Flow – Messages, Store

Status

4 Processed

5 Processed

4 – Incoming is processed since there is nothing to do but to receive the data. Outgoing are waiting since they have not been processed

5 – Outgoing have been read into the destination databases

Status

Waiting Waiting

Done Done

Incoming Outgoing

Outgoing

Outgoing

OutgoingIncoming

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Retail POS - Product Focus

• POS always up and running – Resilient design and architecture– Database on the POS

• Right Data on right time at right place– Complex data structure– Optimised posting routines

• Functionality– In line with the customers and partners need

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Retail POS - Platform

• A .NET based POS fully integrated with Dynamics AX for Retail

• Creating a powerful end-to-end retail solution

• Adopting to the latest Microsoft platform– Visual Studio 2008– Programmed in C# (.NET) – SQL Express

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Point of Sale• Point of Sale

– Touch Screen – OPOS support– Keyboard Support

• Multiple Interface Layouts– Samples included– User definable– Any Screen size

• Multiple Languages– On buttons– By Staff

• Multiple Hardware– OPOS Drivers– User definable

• Graphics support– On Buttons– On Items

• Multiple payments– In Currency– By Cards (localization)

Retail POSRetail POS

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UI ComponentsUI Components

Data Source

Services

Data AccessLogic

Data AccessLogic Service AgentsService Agents

Applica

tion S

ettin

gs

Applica

tion S

ettin

gs

Secu

ritySecu

rity

Loggin

gLo

ggin

g

Business Entities

Business Entities

Business WorkflowsBusiness Workflows

PriceDiscounts

EFT connectionsTax

CurrencyForecourtGift cardsE-Top Up

CCTVEtc..

Retail POS

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Customizable External Modules

• Services– Changing or extending the default

functionality

• Triggers– Adding to the default functionality

• Blank operations– Implementing custom operations

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ITaxThe use of service modules

during a transaction

System CoreSystem Core

IPrice

The default discount module supplied byLS Retail

IDiscount

The European tax rulesmodule supplied byLS Retail

A sample EFT moduleSupplied by LS Retail

IEFT

The default price module supplied byLS Retail

Discount.dll

Tax.dll

EFT.dll

An extended discountmodule implementedby a partner

A localized EFT module implemented by a parter

Example:

Customizable External Modules

Price.dll

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User Interface• One of a kind user interface

– Employing dynamic functionality of user interface components

• The POS’s appearance can be customized– Different layouts of user interface components– Different configuration of user interface components– Different hardware within one store / chain

• Touch / Keyboard• Terminal peripherals• Printers – POS printer; Normal printer

• Customizable settings for each employee– Role based access rights– User interface profiles– Language settings

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Initial Configuration

• Database name– Name of the POS database

• Server name– The SQL server instance.

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Initial Configuration

• Store ID– The store the POS belongs to

• Terminal ID– The terminal id for the current

terminal

• Data Area Id– What DataAreaID is the POS

using

• Install demo data– Installs the default demo data

that comes with the POS (very limited data)

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Initial Configuration

• The initial configuration dialog is only displayed when the POS can’t find a configuration file

• The configuration file is Pos.exe.config.xml

• A default config file only has one connection string that the POS uses

• For developers it is possible to create multiple connection strings in the config file.

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Startup Parameters

• -DB[section name]– Will start the POS using the database

connection in the section in the configuration file

• -Sections– Will display a dialog with all sections in

the configuration file with information about database name and data area id

– The section selected will be used to start up the POS

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PCI SSC (Payment Card Industry Security Standards Council)• Launched in September 2006• Developed by payment industry to

promote protection of cardholder data• Global forum for ongoing development

and enhancement of security standards• Visa, AMEX, Discover, JCB, and

MasterCard are founding membersFind payment standards, quick reference information, and qualified security assessors at https://www.pcisecuritystandards.org/

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PCI DSS(Payment Card Industry Data Security Standard)

•1. Install and maintain a firewall configuration to protect cardholder data

•2. Do not use vendor-supplied defaults for system passwords and other security parameters

Build and Maintain a Secure Network

•3. Protect stored cardholder data

•4. Encrypt transmission of cardholder data across open, public networks

Protect Cardholder Data

•5. Use and regularly update anti-virus software

•6. Develop and maintain secure systems and applications

Maintain a Vulnerability Management

Program

•7. Restrict access to cardholder data by business need-to-know

•8. Assign a unique ID to each person with computer access

•9. Restrict physical access to cardholder data

Implement Strong Access Control

Measures

•10. Track and monitor all access to network resources and cardholder data

•11. Regularly test security systems and processes

Regularly Monitor and Test Networks

•12. Maintain a policy that addresses information security

Maintain an Information Security

Policy

*https://www.pcisecuritystandards.org/security_standards/pci_dss.shtml

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PA-DSS(Payment Application Data Security Standard)• PCI SSC standard that supports PCI compliance

– Applies to all payments applications that are sold, distributed, or licensed

– Storage of sensitive data is prohibited• Microsoft Dynamics AX for Retail and the

integration with Dynamics Online Payment Services – Validation by a Payment Application Qualified

Security Assessor is complete– 3rd-party customizations must be validated

separatelyDownload the standard at:

https://www.pcisecuritystandards.org/pdfs/pci_pa_dss.pdf

View all validated payment applications at: https://www.pcisecuritystandards.org/security_standards/vpa/

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Microsoft Dynamics AX for Retail Implementation Guide for PCI Compliance• Details the requirements to implement

Microsoft Dynamics AX for Retail and the integration with Dynamics Online Payment Services

• Must be followed to ensure compliance with PCI DSS

• Sets out best practices that should be implemented even if the merchant is not required to comply with the PCI DSS

Download the Implementation Guide for PCI Compliance at http://go.microsoft.com/fwlink/?LinkID=188804

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Review • The retail concepts Store Group, Store

and POS create the Business model of Dynamics AX for Retail

• Distribution groups, subgroups and locations create the Data Distribution model of Dynamics AX for Retail

• Item Hierarchy is used in the retail industry to build reports for better information overview

• Special Groups, Multiple Bar codes, Variant Groups and Promotions are powerful tools within the Dynamics AX for Retail

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Review • The Retail POS is fully integrated with

Dynamics AX for Retail • End-to-end solution includes item

management, prices, offers and End-of-Day procedure management.

• Connection via Retail Store Connect

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Conclusion• This course is an important introduction

to Dynamics AX for Retail and Retail POS that allows the participants to build up solid background in using the solution.

• The participants should now have a clear overview of the options the solution offers and knowledge to utilize it.

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Dynamics AX for Retail 1. Dynamics AX for Retail – Retail POS2. Introduction3. - 4. Agenda5. AX for Retail Main Features6. Objectives7. Overview8. One End-to-End Solution9. Possible Architecture – Big Picture10. Retail Concept – Store Groups11. Business Organization/Data Distribution12. Retail Concept – Store13. Retail Concept - Staff14.-15.Retail Concept – Item Hierarchy16. Retail Concept – Special Groups17. Retail Concept – Multiple Bar Codes18. Retail Concept – Variant Groups19. Retail Concept – Active Price20. Retail Concept – Periodic Discounts21. Retail Concept – End of Day/Shift22. Retail Concept – Allocation

Replenishment

23. Dynamics AX for Retail Architecture24.-25.Connection with Retail Store Connect26. Multistore Example27. Data Flow – Package Creation, HQ28. Data Flow – Messages, HQ29. Data Flow – Incoming Data, Store 30. Data Flow – Messages, Store31. Retail POS – Product Focus32. Retail POS – Platform33. Point of Sale34. Retail POS35.-36. Customizable External Modules37. User Interface38.- 40. Initial Configuration41. - 42. Startup Parameters43. PCI SSC 44. PCI DSS45. PA DDS47. - 48. Review49. Conclusion

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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, the Microsoft Dynamics logo, and [list other trademarks] are trademarks of the Microsoft group of companies.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the

date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.