80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 Training

3896 Learners

80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 Training provides an in-depth insight to the candidates about the implementation of tools that helps them in implementing a new retail channel whether it be a retail store, online store, or call center. The Retail Channel Management And Corporate Operations In Microsoft Dynamics AX 2012 R3 CU8 Course Training is the best way to learn about the tools and features of Microsoft Dynamics AX.

After completing the training, the candidates would be able to:

Describe the Commerce Data Exchange, Commerce Run Time, and Real Time Service
Describe the hierarchy purposes and how they are used throughout the system
Review the user interface for headquarters, enterprise POS, modern POS, and Enterprise Portal
Describe the use and purpose of each type of retail channel available in AX
Describe the sales tax components and concepts in AX
Assign retail channels to a store locator
Explain the relationship of a retail channel to the organizational hierarchy
Complete additional setup for credit card payment types
Create a new screen layout, button grids, add images, and configure the keyboard mapping
Describe the use and purpose of store locators
Review and setup the retail parameters
Describe a few examples of info codes
Review the architecture for retail functionality
Review and setup shared retail parameters
Configure the global address book for store-worker assignments
Describe the prerequisites for loyalty management
Redeploy the POS
View shifts with their transactions and print a Z-report

Target audience

Application Consultant

Prerequisites

The prerequisites for the training are as follows:

General knowledge of Microsoft Windows
General knowledge of Microsoft Dynamics AX 2012
The ability to use Microsoft Dynamics AX 2012 for basic processing
Basic knowledge of Retail Application Functionality

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After completing the training, the candidates would be able to:

Describe the Commerce Data Exchange, Commerce Run Time, and Real Time Service
Describe the hierarchy purposes and how they are used throughout the system
Review the user interface for headquarters, enterprise POS, modern POS, and Enterprise Portal
Describe the use and purpose of each type of retail channel available in AX
Describe the sales tax components and concepts in AX
Assign retail channels to a store locator
Explain the relationship of a retail channel to the organizational hierarchy
Complete additional setup for credit card payment types
Create a new screen layout, button grids, add images, and configure the keyboard mapping
Describe the use and purpose of store locators
Review and setup the retail parameters
Describe a few examples of info codes
Review the architecture for retail functionality
Review and setup shared retail parameters
Configure the global address book for store-worker assignments
Describe the prerequisites for loyalty management
Redeploy the POS
View shifts with their transactions and print a Z-report

Target audience

Application Consultant

Prerequisites

The prerequisites for the training are as follows:

General knowledge of Microsoft Windows
General knowledge of Microsoft Dynamics AX 2012
The ability to use Microsoft Dynamics AX 2012 for basic processing
Basic knowledge of Retail Application Functionality

80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 Training Course Content

Overview
Organizational Model
Retail Channels
Store Locator
Info Codes
Retail Parameters
Sales tax
Payment Methods
Retail POS Setup
Retail POS Design
Retail Workers and Security
Loyality Management
Gift Cards
Retail Periodic
Retail Inquiries
Journals
Reports

1. Overview

Features and Architecture
Terminology and Concepts
Interfaces
Technology and Architecture
Enhancements

2. Organizational Model

Organization Modeling Features
Concepts and Definition
Internal Organizations and Organization Hierarchy Demonstration
Organization Purposes

3. Retail Channels

Retail Channels
Organization Hierarchy
Brick and Mortar Stores
Create a Retail Store
Online Stores
Call Centers

4. Store Locator

About Store Locators
Setup

5. Info Codes

About Info Codes
Set up Info codes and Sub codes
Assigning Info Codes
Translating Info Codes
Grouping Info Codes

6. Retail Parameters

Set up Retail Parameters
Set up Scheduler Parameters
Set up Retail Shared Parameters

7. Sales tax

Concepts
Scenarios
Conceptual Model
Setup Process
Sales Tax Overrides
Retail Channel Tax Settings

8. Payment Methods

Payment Types
Card Setup
Set Up Retail Channel Payment Methods

9. Retail POS Setup

Setup Overview
Offline Profiles
Functionality Profiles
Receipt Profiles and Formats
Hardware Profiles
Visual Profiles
Email Notification Profiles

10. Retail POS Design

About POS Design
POS Registers (tills)
Devices
Screen Layouts
An Enterprise POS Layout
A Modern POS Layout
Images
Create Button Grids
Design a New Screen Layout
Keyboard Mapping

11. Retail Workers and Security

Operations
Operations (continued)
Permission Groups
Jobs
Position
Worker
Global Address Book
Security Overview

12. Loyality Management

Loyalty Program Overview
Set up Loyalty Reward Points
Loyalty Program Setup
Loyalty Scheme
View and Manage Loyalty Cards and Transactions
Resolving Conflicting Loyalty Card Numbers
Update Loyalty Card Tiers
Process Offline Loyalty Transactions

13. Gift Cards

About Gift Cards
Setup
View and Manage Gift Cards

14. Retail Periodic

Online Store Transactions
Send E-Mail
Retail POS Redeployment
Data Distribution

15. Retail Inquiries

Retail Channel Transactions
Retail Sales
Shifts
Commerce Data Exchange

16. Journals

Open Statements
View Posted Statements
Batch Process for Statements

17. Reports

Retail Reports
Channel Reports Configuration
Retail Store Metrics
Gross Margin Return on Inventory Investment Reports
Performance by Terminal
Top 10 (Operating Unit) OU Performers in Current Year
Sales Comparison Year Over Year by Operating Unit
Retail Analytics with Built in Cubes and Excel
Power View Reports
Transactions

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80716AE: Retail Channel Management and Corporate Operations in Microsoft Dynamics AX 2012 R3 CU8 Training Course Certificate

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