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DISCLAIMER
©2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista, Dynamics AX 2012, Microsoft CRM, Management Reporter, Microsoft Visual
Studio, Microsoft Office, MS SharePoint, InformationSource (Beta) and other product names are or may be registered trademarks and/or trademarks in the U.S.
and/or other countries. Other names and brands may be claimed as the property of others.
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. All pre-release product release dates and features specified are preliminary based on
current expectations, and are subject to change without notice. Microsoft may make changes to specifications and product descriptions at any time, without notice.
Sample code included in this presentation is made available AS IS. THE ENTIRE RISK OF THE USE OR THE RESULTS FROM THE USE OF THIS CODE REMAINS WITH THE
USER.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION. NO LICENSE, EXPRESS OR IMPLIED, BY
ESTOPPEL OR OTHERWISE, TO ANY INTELLECTUAL PROPERTY RIGHTS IS GRANTED BY THIS PRESENTATION. Microsoft products are not intended for use in medical, life
saving, or life sustaining applications.
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TECHNICAL CONFERENCE 2011LEARN | INSPIRE | INNOVATE
NICE,FRANCE
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MICROSOFT DYNAMICS AX FOR RETAILMERCHANDISING & STORE OPERATIONS ENHANCEMENTSBALAJI BALASUBRAMANIAN, JOSEF SCHAUER
SESSION CODE : BRK256
MICROSOFT DYNAMICS R&D
MICROSOFT CORPORATION
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Today we will show you …
Products, Merchandising Hiearchies and Category Management
Assortment Management
Pricing and Promotions Improvements
Store Operations enhancements
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Components in action todayIndustry 1
Industry 2
Horizontal 2
Horizontal 1
AF 1
AF 2
Framework 2
Framework 1
Public SectorServices SectorManufacturing Distribution Retail
Financials SCM Inventory Projects
CPM & GRC CRM HCM: HR & Payroll SRM
Horizontal Applications
Reference Data
Application FoundationMaster Data Application Primitives
Clients
FrameworkServers Tools
Technology Stack
Industry Sector Applications
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Products• Products are “global”• Base and extended properties management• Inventory Dimension Groups
• Retail Uptake– Migrate Retail attributes and functionality
– Style dimension rationalized
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Products – Retail Uptake details
•Retail Product attributes and features rationalized across Global Products and LE specific (released) Products.
7
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Additional Enhancements
•Add Products– Additional invocation points• Purchase order, Sales order, transfer order, counting journal
– Support for global/released products depending on invocation point
– Support for dimensions display– Ability to set quantity– Variant matrix selection dialog
•Mass update worksheet– Allows bulk product updates across product categories– Changes can be validated prior to posting
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Category Management - Goals
•Uptake AX2012 generic category framework•Support for multiple retail category hierarchies•Enhancement for better product maintenance
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Category Management - Overview
Generic Category Hierarchy Management
Role/Purpose of Category Hierarchy
Purpose-specific Category Hierarchy Management
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Category Management - Details
•Retail Product Hierarchy
– One retail product hierarchy
– Categorize products
•Supplemental Retail Hierarchy
– Any number of supplemental retail category hierarchies
– For special purposes (e.g., Clearance, Discounts/Promotions, Top items, Assortment etc.)
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Category Management - Details•Products categorization via
– Bulk: Retail product hierarchy management form
– One-by-one: Product management form
•Retail Product Hierarchy
– Product can be categorized only once
– Product attributes (user defined)
– Default product property values (Global, LE Specific)
• Basic product properties
• Retail product properties
• Option to preserve overridden product property values
– Map vendor categories
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Category Management - Details
•Consistent implementation and user experience across product
•Tree-style navigation
•N-level deep category hierarchy
– No longer limited to four
•Define Manually or Import hierarchies
•User defined attributes
– Category attributes
– Product attributes
•Child category nodes inherit from parent node
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Category Management - Details
•Supplemental Retail Hierarchies
– Any number of supplemental category hierarchies
– For special purposes (e.g., Clearance, Discounts/Promotions, Top items, Assortment etc.)
– Product can be categorized across hierarchies, but only once within a hierarchy
– Product attributes (user defined)
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Demo 1 : Products, Category Management
Persona Pain Points and Challenges Features Covered Results and Benefits
Merchandising Manager
Difficult to setup, manage large number of products across companiesNeed to have multiple merchandising hierarchies for variety purposesHard to manage properties (core, custom) as well as inventory dimensions
Products & Inventory DimensionsCategory ManagementInventory usability improvements
Retail product attributes and dimensions rationalized with standard AXMultiple Merchandising Hierarchies, with unlimited nodesEasy way to manage and maintain products
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ASSORTMENTS
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Feature Overview
•Assortments
– Defines product availability for each store/channel
• Where and when a product is available
– Utilize groups of products and channels for easier management
– A store’s overall product mix is determined by one or more assortments
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Assortment
Assortment 1Item A
Assortment 2
Assortment 3Item C
StoreX
StoreY
StoreZ
Item B
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Assortment
Base ItemAssortment
Winter Sports
Motor Sports
All Stores
Alpine Region Stores
Large Stores
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Assortment
•Use of products, categories, organizational model
– Assortments are global
• An assortment can span across legal entities
– Assortments contain global products and categories
• An assortment may contain products not released to legal entities
– Organizational model
• Utilize multiple hierarchies containing legal entities, business units, channels, etc…
•Define assortments across multiple channels
– Support for all retail channels (brick and mortar + online)
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Assortment•Support for excluded products
– Assortments can be defined to“include all products in category X except product Y”
•Date effectivity
– Assortments can be planned ahead of time with specified start and end dates
– POS Client is date effectivity aware
•Assortment status
– Assortments can move between “draft” and “published” states
• Only published assortments impact product availability
• Changes made to in-draft assortments can be reverted
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Assortment
•Assortment visibility
– Assortments for a given channel
– Products for a given channel
– Channels where a product is available
– Assortments a product belongs to
– Products within an assortment
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Assortment
•Assortment scheduler
– Assortments are de-normalized using a batch job
– Improves performance
• Only published assortments are processed
• Only the delta is processed
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Demo : Create an assortment
Persona Pain Points and Challenges Features Covered Results and Benefits
Retail merchandising manager
Product availability across all channelsSeasonality of merchandiseAdding new product during a season
Creating and publishing and assortmentUse of organizational hierarchyUse of product categories
Easy control of product availability across channels using assortment hierarchies and date effectivityNewly added product can automatically be included in assortments
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PRICING AND DISCOUNTS
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Price calculation at POS
•Retail store has price groups assigned
•Uses AX trade agreements for either store or customer
– Falls back to base sales price on product
•Price adjustment
– Temporary price reduction with special conditions
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Product price
Trade agreement
$10
Base sales price$9 Product
price$10
Price adjustment
$8
Product price$8
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Retail discounts•Discount
– Percentage, amount, specific unit price
•Quantity discount
– Percentage, specific unit price
•Mix and match discount
– Percentage, amount, deal price, least expense, line specific
•Discount period
– Specific days, time periods
•Concurrency rules
– Exclusive, best price, compounded
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Periodic discounts
Discount B20%
Discount A10%
Sales price$6.4
Best price
Discount B20%
Discount A10%
Sales price$5.76
Compounded
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Promotion publishing
•Discounts are tied to AX campaign management
•Unique discount (coupon) code per media
– Code is optional or required at time of retrieval
•Published through Sites Services
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Demo: Pricing and discounts
Persona Pain Points and Challenges Features Covered Results and Benefits
Retail merchandising manager
Product has different prices in different channels, regions, etc.Promotional pricing
Leverage of price groups and trade agreementsChannel price listsRetail specific discount offers
Easily set prices across channelsVisibility into current prices from store or productFlexibility in promotional pricing
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STORE OPERATIONS IMPROVEMENTS
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Store Operations Improvements• Store Database and Support for Hybrid mode
– Data Consistency across stores– Key scenarios for offline usage– Support critical multi-Register scenarios
• End of Day Improvements– Blind Close
– Floating Till
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Store Database - Feature Goals
Support a central store database with the ability for terminals to connect to a local offline database when the store database is unavailable.
‒ Ensure terminals are functional as close to 100% of the time as possible
‒ Lessen store connect load
‒ “Single version of the truth”
‒ Enable tradeshow and sidewalk sale scenarios
‒ Reduce impact of server administration on operations
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Concepts and Definitions
‒ Store Database: Central database within a store
‒ Offline Database: Database used by POS when store database is unavailable
‒ Synch Service: Data synchronization service built on Microsoft Sync Framework
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High level
37
Synch service keeps offline db updated
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High level - Connection lost
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High level- Offline
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High level - Reconnect
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High level- Trans Synch
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Data Synchronization
Master data synchs from store db to offline database
While connected to store database transactions are saved directly
Transactions while offline synch back to store database
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Topologies
43
• Supported:– POS with local offline db– POS without offline db
• Unsupported:– Deployment without Store Database– Hybrid / Mix-n-Match
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End of Day Improvements - Feature Goals
– Floating Till
• Loss prevention measure
• Flexibility for specific users to utilize all terminals when needed
– Blind Close
• Support better Cash management via balancing till in separate location
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Concepts and Definitions
45
•Terminal is ready to process any sales transaction•Sales transactions are grouped into a “batch” (or “shift”) which are assigned to a specific terminal and staff member•Other staff members, with appropriate permissions, can use the open batchSales•Only non-drawer operations such as quantity and price checks can be performed; all other operations will result in an error
Non-drawer operations
•Batch is currently opened and assigned to a user and terminal•User is actively performing sales transactions•Only one active batch per terminal•Batches must be explicitly opened and closed by staff member
Active Batch
•Batch is on hold and is not currently assigned to a terminal• E.g. staff member goes on break•Explicit operation of “Suspend batch” is performed by staff member •An operation of “Resume batch” reopens the batch
Suspended batch
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Feature Details
Introduction of Retail POS Staff types
46
•Users can only log on to one batch •For example, staff members assigned to a specific terminal or lane such as in department, discount, or convenience stores
Users assigned to a specific till/batch
•Users share the batch•Little accountability•For example, all sales reps at specialty store sharing 2 terminals. Or, store managers who require the ability to utilize any terminal at any point
Users sharing a till/batch
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Feature Details
47
Batch status
• Is a batch currently open?• Who owns the batch?• Who are the users of the batch?
User status and permissions• Can the user log on to this batch (as owner or user)?• Does the user have an open batch within the store?
Prompts for POS mode
• System prompts the user to either:• Open a batch• Use existing batch• Resume an existing batch• Perform a non-drawer operation
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Feature Details – Blind Close
Introduction of a new batch status and operations
48
•Batch is blind closed through a new operation•Batch is no longer active but is not closed•Terminal is free to open a new batch•Till is counted and batch closed in another POS terminal
Blind closed batch
Blind closing a batchPOS operation
Marks the batch as blind closedPrints chitSets POS mode to non-drawer
Based on permissions
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What we showed you today…
• Demonstrated few of the key capabilities in the upcoming release
– Products, Category Management
– Assortment Management
– Pricing and Promotions Management
– Store Operations Improvements
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Related sessions
•CHK222: Dynamics AX for Retail – Drill down on Store Connect, Transaction Service, Monitoring and Troubleshooting
•BRK255: Dynamics AX for Retail – Online Services Overview and Investments
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Visit our Focus Rooms
Public SectorServices
IndustriesManufacturi
ngSolution
ArchitectureRetail
• Evaluation of Implementation Proposals by Dynamics AX R&D Solution Architecture & Industry Experts
• Gain further insights on Dynamics AX Industry Solution Offerings
• Resolution Guidance on Solution Roadblocks
• Networking
Focus Topic HighlightBusiness Intelligence
Tuesday 2.15pm – 5.45pmRisso 6C
Risso 8ARisso 7BRisso 7ARisso 6CRisso 6A/B
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© 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
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.