What's New-AX for Retail R2 Release

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Whats NewMicrosoft Dynamics AX for RetailApril 2011

Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables you and your people to make business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software, automating and streamlining financial, customer relationship and supply chain processes in a way that helps you drive business success. U.S. and Canada Toll Free 1-888-477-7989 Worldwide +1-701-281-6500 www.microsoft.com/dynamics

This document is provided as-is. Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.Copyright 2011 Microsoft. All rights reserved.

Microsoft, Microsoft Dynamics, and the Microsoft Dynamics Logo are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

Table of contentsIntroduction ..................................................................................................................................... 1 Deployment and installation............................................................................................................ 1 Upgrade ........................................................................................................................................ 1 Seed data initialization ................................................................................................................. 1 Localization ...................................................................................................................................... 2 Translations .................................................................................................................................. 2 Locale-specific features ................................................................................................................ 3 Locale-specific item descriptions.................................................................................................. 4 Fiscal framework .......................................................................................................................... 5 Items ................................................................................................................................................ 6 Item selection ............................................................................................................................... 6 Retail item hierarchy .................................................................................................................... 7 Retail item list ............................................................................................................................... 8 Assortments.................................................................................................................................. 8 Pricing .............................................................................................................................................. 8 Discounts ...................................................................................................................................... 8 Trade agreements ........................................................................................................................ 8 Customers ........................................................................................................................................ 9 Customer management ................................................................................................................ 9 Shipping address........................................................................................................................... 9 Default method of taxation .......................................................................................................... 9 Customer loyalty........................................................................................................................... 9 Sales taxes ........................................................................................................................................ 9 Microsoft Dynamics AX sales tax configuration ........................................................................... 9 Destination-based taxes ............................................................................................................. 10 Override tax calculation ............................................................................................................. 10 Collect inclusive and exclusive taxes at a store .......................................................................... 10 Customer-based taxes ................................................................................................................ 10 Sales tax posting ......................................................................................................................... 10 Enhanced sale tax extensibility................................................................................................... 11 Tax identification number on receipts ....................................................................................... 11 Receipts.......................................................................................................................................... 11 Receipt numbering ..................................................................................................................... 11 Receipt profiles ........................................................................................................................... 11 Store inventory .............................................................................................................................. 12 Retail POS ................................................................................................................................... 12 Enterprise Portal ......................................................................................................................... 12 Extending features in Retail POS ................................................................................................ 13 Gift cards ........................................................................................................................................ 13 Closing in Retail POS ...................................................................................................................... 14

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Posting retail sales ......................................................................................................................... 15 Aggregation ................................................................................................................................ 15 Retail POS services ......................................................................................................................... 16 Enterprise Portal ............................................................................................................................ 16 Reports ....................................................................................................................................... 17 Microsoft Dynamics Commerce Services....................................................................................... 17 Retail Store Connect ...................................................................................................................... 19 Configuration .............................................................................................................................. 19 Performance ............................................................................................................................... 19 Status messages ......................................................................................................................... 19 Retail Scheduler ............................................................................................................................. 20 Table distribution ....................................................................................................................... 20 Jobs ............................................................................................................................................. 20 Documentation .............................................................................................................................. 20

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IntroductionThis January 2011 release of Microsoft Dynamics AX for Retail contains significant changes and additions to the previous June 2010 release. This document describes these changes and additions. However, it does not describe all features and is not a complete guide to the capabilities or use of Microsoft Dynamics AX for Retail. For more information about Microsoft Dynamics AX for Retail, see these documents: Deployment and Installation Guide Retail Headquarters Users Guide Retail POS Users Guide Enterprise Portal Retail Users Guide Implementation Guide for PCI Compliance Retail Scheduler Technical Reference Retail POS Technical Reference Retail Store Connect Technical Reference Interfaces for Services and Triggers Developers Guide to Customization

Deployment and installationUpgradeYou can upgrade the June 2010 release of