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Microsoft Dynamics AX for Retail

- Retail POS
Training

1
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
3

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 Concept
• Programming assignments
• 01pm-05 pm: Continue with programming
assignments 4
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

5
List of Topics
• •
• Store Management • End of Day Procedure
• POS Terminals, Staff • Allocation Replenishment
• Inventory Management • Data Distribution and
• Retail Price Mechanims Replication

• Retail Periodic Discounts • Retail POS Point of Sale



• Infocode Functionality
• •
• •

6

Overview
• Microsoft Dynamics AX for Retail is a
powerful
• retail 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
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One End-to-End Solution
• Set-up,
Configuation
• Item management
• Prices, OffersDynamics AX for Retail
• End-of-Day
Procedure

8
Possible Architecture – Big Picture

9
Retail Concept – Store Groups







• Store 21 is a big Store in Region 2
• Store 10 is a small Store in Region 1
10
Business Organization / Data Distribution

11
Retail Concept – Store

12
Retail Concept - Staff

13
Retail Concept – Item Hierarchy

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15
Retail Concept – Special Groups

Special Group Italy Special group France

Special Group White Wine Special Group White Wine

16
Retail Concept– Multiple Bar Codes

Bar code 4005800001192


Item Number: 123 Soda 33 cl
Soda 33 cl Unit: Bottle
Unit: Bottle
Bar code 4005800001253
Soda 33 cl
Unit: Bottle

Bar code 4005808856060


Soda 33 cl
Unit: 6 Pack

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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

riodic Discount Offers

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Retail Concept – End of Day/Shift
Finance Customer transactions
Inventory transactions

Dynamics AX for Retail Statement Inventory Update

•Sales header •Variant trans


Dynamics AX •Sales lines
•Payment lines
•Order Invoice Trans
•Loyalty Point Trans
for Retail •Banked Tender Trans •Invent trans
•Tender Declaration Trans •Infocode trans

Retail POS Retail Sales


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Retail Concept
– Allocation Replenishment

Transfer Order

Transfer Order

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Dynamics AX for Retail Architecture
Dynamics AX for Retail

Retail Transaction Service Retail Store Connect

Retail Store Connect

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Connection with Retail Store Connect

Retail Store Connect Retail POS

Retail Store Connect

Retail Store Connect


Retail POS

Retail Store Connect Retail POS

Retail POS

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Connection with Retail Store Connect
• • Source, destination, message or scheduler

DB database

Scheduler • Scheduler, running class in AX





DbServer

• The Retail Store Connect service


Package

• • Contains data from one or more tables


25
• •
Multistore Example
(SQL)

Message DB SQL

26
Data Flow – Package Creation, HQ
Incoming

Scheduler DBServer
Outgoing

Outgoing
Queue
System Thread

27
Data Flow – Messages, HQ
• Status • Status

Out going Processing



• 1 Incom ing Received
Out going Prcessing


Out going
• 2 Incom ing Processed To Forward

Out going
• To Forward

3

• Incom ing Processed Out going
Out going Forwarded


Forwarded

• 1 – Initial stage
• 2 – Data has been read from database, packages created
• 3 – Packages have been forwarded 28
Data Flow – Incoming Data,
Store
Incoming data Incoming
from HQ
DbServe
r Outgoing
Outgoing

Queue
System
thread
Note – even if there are many receivers
for the same package there is just one
Incoming Message because of the
multicasting function. 29
Data Flow – Messages, Store
• Status • Status
• •
Out going
• 4 IncomProcessed
ing • Waiting
Out going

• Waiting

• Out going
Incom ing • Done
• 5 Processed Out going • Done


• 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 30
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
• 32
Point of Sale
• Point of Sale
– Touch Screen
Retail
Retail POS
POS
– 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)
– 33
Retail POS
UI Components

Application Settings
Security
Logging

Business Business
Entities Workflows

Price
Discounts
Data Access EFT connections
Service Agents
Logic Tax
Currency
Forecourt
Gift cards
E-Top Up
CCTV
Data Services Etc..
Source

34
Customizable External Modules
• Services
– Changing or extending the default
functionality

• Triggers
– Adding to the default functionality

• Blank operations
– Implementing custom operations
• 35
Customizable External Modules
The default price
IPrice
module supplied by
LS Retail
System Core Price .dll

An extended
The default discount
IDiscount discount
module supplied by
module
Retailimplemented
Example: Discount.dll LS
by a partner

The use of service The European tax


ITax rules
modules
module supplied by
during a transaction Tax .dll LS Retail

A sample
localizedEFT
EFT
IEFT module
module implemented
Supplied by LS
by a parter
EFT .dll Retail

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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
• 37
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)
• 39
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 41
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 members
• Find payment standards, quick reference
information, and qualified security
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assessors at
PCI DSS
(Payment Card Industry Data Security Standard)

*https://www.pcisecuritystandards.org/security_standards/pci_dss.shtml 43
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
separately
• Download the standard at:
https://www.pcisecuritystandards.org/pdfs/pci_pa_dss.pdf
44
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
• 45
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 46
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 POS •23. Dynamics AX for Retail Architecture
2. Introduction •24.-25.Connection with Retail Store Connect

•3. - 4. Agenda •26. Multistore Example


5. AX for Retail Main Features •27. Data Flow – Package Creation, HQ
6. Objectives •28. Data Flow – Messages, HQ
7. Overview •29. Data Flow – Incoming Data, Store
8. One End-to-End Solution •30. Data Flow – Messages, Store
9. Possible Architecture – Big Picture •31. Retail POS – Product Focus
10. Retail Concept – Store Groups •32. Retail POS – Platform
11. Business Organization/Data Distribution •33. Point of Sale
•12. Retail Concept – Store •34. Retail POS
•13. Retail Concept - Staff •35.-36. Customizable External Modules
•14.-15.Retail Concept – Item Hierarchy •37. User Interface
•16. Retail Concept – Special Groups •38.- 40. Initial Configuration

•17. Retail Concept – Multiple Bar Codes •41. - 42. Startup Parameters

•18. Retail Concept – Variant Groups •43. PCI SSC


•19. Retail Concept – Active Price 44. PCI DSS
•20. Retail Concept – Periodic Discounts 45. PA DDS
21. Retail Concept – End of Day/Shift •47. - 48. Review

22. Retail Concept – Allocation Replenishment •49. Conclusion


32. 49
© 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.

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