dynamics ax retail and pos net training_2.0
TRANSCRIPT
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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