What's new in ax 2012 for retail

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  • 1. Whats NewMicrosoft Dynamics AX for RetailFebruary 2012

2. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables youand your people to make business decisions with greater confidence. Microsoft Dynamics works like andwith familiar Microsoft software, automating and streamlining financial, customer relationship and supplychain processes in a way that helps you drive business success.U.S. and Canada Toll Free 1-888-477-7989Worldwide +1-701-281-6500www.microsoft.com/dynamicsThis document is provided as-is. Information and views expressed in this document, including URL and otherInternet 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 connectionis intended or should be inferred.This document does not provide you with any legal rights to any intellectual property in any Microsoft product. Youmay copy and use this document for your internal, reference purposes.Copyright 2012 Microsoft. All rights reserved.Microsoft, Microsoft Dynamics, and the Microsoft Dynamics Logo are trademarks of the Microsoft group ofcompanies.All other trademarks are property of their respective owners. 3. Table of contentsIntroduction ..................................................................................................................................... 1Retail category management ........................................................................................................... 1Assortments ..................................................................................................................................... 9Organization model ....................................................................................................................... 11Pricing and discounts ..................................................................................................................... 13Customer orders ............................................................................................................................ 15Inventory enhancements ............................................................................................................... 21Retail staff management................................................................................................................ 23Store inventory .............................................................................................................................. 25End-of-day improvements ............................................................................................................. 30Global address book ...................................................................................................................... 30Reporting and analytics ................................................................................................................. 31Sites Services solutions .................................................................................................................. 32Store database ............................................................................................................................... 35Commerce Services ........................................................................................................................ 39Sales tax on shipping ...................................................................................................................... 41Retail Store Connect ...................................................................................................................... 43Role-based security ........................................................................................................................ 44Payment processing ....................................................................................................................... 48Replenishment and allocation ....................................................................................................... 48Financial dimensions ...................................................................................................................... 50Whats NewTable of contentsi 4. IntroductionThis document describes the changes and additions to Microsoft Dynamics AX for Retail for the2012 release.However, this document does not describe all features and is not a complete guide to thecapabilities or use of Microsoft Dynamics AX for Retail. For more information about MicrosoftDynamics AX for Retail, please refer to the documents that will be published at RTM includingthe following documents: Microsoft Dynamics AX for Retail Help Microsoft Dynamics AX for Retail POS Help Enterprise Portal for Retail Help Retail Deployment Guide Implementation Guide for PCI Compliance Retail Scheduler Technical Reference Retail POS Technical Reference Retail Store Connect Technical ReferenceRetail category managementMicrosoft Dynamics AX for Retail 2009 utilizes a single, 4-tiered hierarchy for all productmanagement and merchandising. Any supplemental grouping is accomplished with specialgroups, which allow products to be categorized across the hierarchy, but does not support anyhierarchy or nested groups. The implementation of this feature is not consistent with othertypes of hierarchies throughout the solution.This document details the uptake of the category framework introduced in Microsoft DynamicsAX 2012. The benefits are: Consistent implementation and user experience across product Tree-style navigation N-level deep category hierarchyo No longer limited to four (as in Microsoft Dynamics AX 2009) Define manually or import hierarchies User defined attributeso Category attributeso Product attributes Child category nodes inherit from parent node Support for multiple retail hierarchieso Retail product hierarchyo Supplemental retail hierarchyWhats New1 5. Enhancement for better product maintenanceDetailsGeneric category hierarchy managementDefine the category hierarchy by using the generic category hierarchy management (list pageand details page, below).List pageWhats New2 6. Details pageDefine Role/Purpose of category hierarchyDefine the purpose of the category hierarchy by using the category hierarchy (screenshotbelow).The following retail specific category hierarchy types have been defined in Microsoft DynamicsAX 2012: Retail product hierarchy: Standard retail product categorization There will be only one retail product hierarchy in the system.Whats New 3 7. Supplemental retail hierarchy: Categorize products for special reasons (e.g., clearance,discounts/price reductions, top items, assortments, etc.) There can be one or more supplemental retail hierarchies in the system. Retail vendor product hierarchy: Capture vendors product categorization structure. There can be one or more retail vendor hierarchies in the system.Retail category managementRetail product hierarchyEnable authorized users to perform the following: Bulk categorize productsWhats New 4 8. o A product can be categorized only once within a hierarchy.o Products can be added inline one-by-one or using the Add products button.o Add products will enable bulk addition of products to the selected categories. Theproducts may belong to other categories across other hierarchies. Maintain basic product properties for the category, per legal entity: Maintain retail product properties for the category:Whats New 5 9. Update products will apply the basic product property values as well as the retail productproperty values to the products that have been assigned to the category. Maintain user-defined product attributes. These attributes will be inherited by the products.This is standard Microsoft Dynamics AX 2012 functionality. Map vendor categories with retail product categories.Vendor catalog import will leverage the mapping information to categorize vendorsproducts in the system. Specify attribute values for the category attributes. These attributes will not be inherited bythe products. This is standard Microsoft Dynamics AX 2012 functionality.Supplemental retail hierarchyDefine the supplemental retail hierarchy by using supplemental retail hierarchy (list page anddetails page, below).Whats New 6 10. List pageDetails pageNoteThe add products functionality under the Products fast tab is the same as whats beenprovided under the Products fast tab in retail product hierarchy. However, user canselect variants for the products while associating them to supplemental categories.Products categorizationThe following screenshot illustrates bulk product categorization via the retail product hierarchyor the supplemental retail hierarchy.Whats New7 11. The following screenshots illustrate one-by-one product categorization via the product list pageand product details page.Whats New 8 12. AssortmentsAssortments allow a retailer to determine product availability at one or more channels for aspecified period of time. Improvements to assortment in Microsoft Dynamics AX 2012 includeup taking changes for products, categories, and the organization model, as well as anassortment state model, performance improvements, and the ability to specify date effectivityand to exclude certain products or categories.DetailsUptake products, categories, and org modelAssortments have been updated to take advantage of new or modified functionality in MicrosoftDynamics AX 2012, such as products, categories, and org model. Products: In Microsoft Dynamics AX 2012, newly created products are considered globaland are shared across all legal entities. Assortments utilize these global products to allowcentral management. An assortment can contain stores/channels from multiple legalentities. Organization model: Store groups from the have been replaced by organizationalhierarchies. This allows retailers to create multiple custom hierarchies for