March 18-21, 2013New Orleans

Microsoft Dynamics® AX 2012 for Retail: Key Improvements in Merchandising Jeff BlucherProgram ManagerMicrosoft

CSAX37

Managingproducts

Which products where?

Discounts and promotions

Store-specific pricing

Session focus

Retail categories

Category hierarchies

Key benefitsGrouping “like” items

Navigation and lookupDynamic reference (discounts, assortments, loyalty, etc.)Reporting

Product maintenance Defaults by categoryUpdate by category

Category hierarchies

Microsoft Dynamics AX for Retail 2009Retail hierarchy is fixed at four-level deepLimited product defaultsLimited adoption/utilizationSpecial groups are flat “containers”

Microsoft Dynamics AX for Retail 2012Uptake of “Category framework” core concept

N-levels deepMultiple hierarchiesImproved product maintenanceCustom category and product attributesUtilized throughout the system

Category hierarchies

Types of retail hierarchiesRetail product hierarchy

Main retail merchandising hierarchySet default properties for new productsUpdate properties of existing productsCan only contain Products and Product masters

Supplemental hierarchiesAllows for any number of hierarchiesCan contain Products, Product masters, Variants, and references to other categories

Category hierarchies

Product maintenanceSet key default properties for “like” items

Modify properties at the category level

Ability to set values across legal entities

Managing products

Products

Retail product propertiesIn addition to core product properties Retail adds additional fields to Products and Released Products

Products

Variant groupsAllows user to create reusable sets of Sizes, Colors, and Styles

Weights are used to determine ordering quantities

Ability to set identifier forbar code generation

Key improvementsAdditional invocation pointsPurchase order, Sales order, transfer order, counting journal

Support for global or releasedproducts depending on invocation point

Support for dimensions display

Ability to set quantity

Variant matrix selection dialog

Add products

Key improvementsPivot the columns across up to four dimensions (size, color, style, configuration)

Filter by dimension values

Sort by any column

Allows checkbox or quantity entry

Support for “select all” and“paste to all”

Variant selection

Key improvementsAllows bulk product updates across product categories

Worksheets can be saved and resumed prior to posting

Changes can be validated prior to posting

Added support for price and date formulas

Mass update worksheet

Assortment enhancements

What are assortments?Determines product availability for each store/channel

Utilize groups of products and channels for easier management

A store’s overall product mix is determinedby one or more assortments

AssortmentsBase Item

Assortment

Winter Sports

Motor Sports

All Stores

Northeast Region Stores

Large Stores

Key improvementsUptake of products, categories, organizational model

Define assortments across multiple channels

Ability to exclude products

Draft vs. published states

Improved visibility

Assortments

Demo

Managing products and assortments

Catalog management

Catalog management

Attributes frameworkAbility to define engaging enrichment experience via user-definable attributes

Centralized category managementAbility to centrally manage category hierarchies for various industry usage scenarios

Centralized retail catalog managementAbility to centrally manage retail catalogs that are targeted for channels

Attributes frameworkAttribute typeData type, units, Bounded, Enumerations

Attribute groupCollection of attributesAssigned to categories and channels

AttributeDefine characteristics of productsCan be part of multiple attribute groupsProducts inherit attributes upon categorization and upon targeted for channels

Process flowDefine Retail

Category Hierarchy

Define Products

Define Assortments

Create Catalog

Add ProductsAttribute Values

Related Products

Add ChannelsNavigation Category

Category manager

Category manager

Category manager

Catalogmanager

Demo

Catalog management

Pricingand discounts

Retail price groupsChannels have price groups assigned

Trade agreements Channel and customerFalls back to base sales price on product

Price adjustmentTemporary price reduction with special conditions

Price servicePoint of Sale, Commerce Runtime, sales order

Price calculation

Price configuration

Price group

Customer

Channel Discounts

Trade agreeme

nt

Retail price group

Product price

Trade agreement

$10

Base sales price$9

Product price$10

Price adjustment

$8

Product price$8

Line discount

10%

Retail discount

20%

Product sales price

$6.40

Retail discounts

DiscountPercentage, amount, specific unit price

Quantity discountPercentage, specific unit price

Mix and match discountPercentage, amount, deal price, least expense, line-specific

Discount periodSpecific days, time periods

Concurrency rulesExclusive, best price, compounded

Periodic discounts

Discount B20%

Discount A10%

Sales price$6.40

Best price

Discount B20%

Discount A10%

Sales price$5.76

Compounded

Demo

Pricing and discounts

Q & A

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