Now I just need to work out the mechanics to get this working…
- Dynamics AX 2012 now has a retail module that includes store management, and also the ability to set up Retail Point of Sales (POS) terminals to take orders, manage store inventory and also track customers. It may seem a little bit daunting to set up, but it’s really not that hard.
In this blueprint we will go through all of the steps that are required for you to set up your first retail store and then configure the POS register so that you can take orders through the touch screens.
The topics that are described within this series are:
The retail module is pretty darn cool, and being able to configure and deploy a Point Of Sales system that is completely integrated with your base system, without having to purchase any more software is a great benefit. You could easily deploy registers out to PC’s and tablets without much additional work.
There is still a lot more that you can do though that we did not touch on yet within this blueprint. After you have mastered the basics that we introduced here you may want to try:
- Creating custom layouts for different screen form factors
- Change the background image for the POS welcome screens
- Create variations of the POS for different users
Setting up a store has never been so easy.
- The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful. Now the Task Recorder includes the ability to group your recordings into separate frameworks for different purposes, and also allows you to create a hierarchy structure that you can use to organize your tasks and recordings.
In addition to being able to export your task recordings out to Word etc. for off-line documentation, it also allows you to package up all of the business process structures and import them into Lifecycle Services to use them for managing your project and also collaborating with customers and partners. All of the task recordings are converted to process flow charts within Lifecycle Services to that you can adjust the standard business processes to match your requirements, and also all of the task recordings are viewable as live videos making them a centralized documentation tool for all the key business areas during and after the implementation.
In this blueprint we will show how you can set up and configure the business processes within the Task Recorder, create task recordings, and then import the business processes into Lifecycle Services to make them available through via the cloud.
Sometimes you need to send someone a copy of all the data that you have on your current screen for reference. Although you can send them a screen shot, there is a much better option for you which is called an Autoreport. To create it, all you have to do is press CTRL-P and Dynamics AX will do the rest for you.
Autoreports are great because they will create reports on all of the data that you have in the query regardless of if you have multiple pages, they have hyperlinks back to the main data such as products making drilling into the information easier, and they are more secure since they can be delivered as PDF documents.
Forget the ALT-PRINTSCREEN key combination, and just remember CTRL-P.