AX 2012 R3 – Retail

Exam Code : MB6-701
The tanning governs around the area of examination to be tested in Microsoft Dynamics AX 2012 R3 Retail exam:

Set up and configure organisational parameters (15–20%)

Model an organisation

Create models of organisations; create and modify organisation hierarchies; create and modify an operating unit; apply best practices to organisational models

Configure retail parameters

Create and configure a retail workflow; manage reason and sub codes; manage operating units; define retail parameters; set up sales tax; define payment methods

Integrate stores

Configure Commerce Data Exchange services; configure the async server profile; work with channels; set up store locator

Manage retail channels

Build an online store; configure social and marketplace integration; integrate a call centre; create a warehouse; create retail stores

Setup and configure point of sale (POS) (15–20%)

Perform POS setup

Set up POS profiles (hardware, visual, receipt etc.); build the POS to support mobile and tablet systems; configure POS extensibility features; determine the database connection status

Configure POS terminals

Configure a receipt format; set up keyboard mappings; configure POS permission groups; create screen layouts that use button grids and images; configure drawer operations; customise POS buttons

Configure barcodes and labels

Create barcodes for specific products, print shelf labels, create barcode masks, view the barcode for a specific product

Set up and configure products (15–20%)

Configure basic product parameters

Create a product; modify a product’s attributes; create a product master or variant; implement product translations; create, assemble and sell kits

Build product category hierarchies

Create a category hierarchy; maintain the hierarchy; bulk edit a category; create a virtual catalogue

Manage pricing discounts

Apply a discount period; give quantity discounts; discount products based on catalogues; adjust prices

Release products

Look up price list, discounts, sales transactions of a product; link products; check the product

Connect vendor information to products

Set up price margin on a product; determine the price point of a product; add vendor product numbers to a product

Manage retail operations (15–20%)

Manage workers

Set up a job; set up a worker; import user profiles; implement role-based security for retail; manage shifts

Report on retail information

Report on store metrics; generate sales reports; analyse sales; generate statements

Implement customer loyalty schemes and gift cards

Create a loyalty customer; build a customer loyalty scheme; report on customer loyalty; add products to loyalty schemes; create cross-company gift cards

Manage journals

Create a statement; calculate a statement; post a statement; configure batch processes to create statements

Manage inventory replenishment

Build replenishment rules; create and transfer orders; cross dock for product distribution; create a replenishment hierarchy

Conduct retail activities (15–20%)

Perform POS operations

Conduct a transaction; override a price; hold and recall a transaction; configure product and transaction attributes; void a transaction and payment

Make a customer quotation

Create a customer quotation; modify a customer quotation; convert a quotation to a sales order; cancel a customer quotation

Manage sale orders

Create, modify, recall and cancel a sales order; return a sale; picking up an order; change an order’s delivery method; issue credits; configure and accept deposits

Manage enterprise operations (15–20%)

Manage the retail transaction service

Configure the service connections; determine requirements for the retail transaction service; configure the retail transaction service for sales orders, sales invoices, returns, stock counting inventory, purchase orders and transfer orders

Perform retail operations using the enterprise portal

Log in to the portal; view reports for different roles; perform a stock count; receive a PO or transfer; receive and complete an order

Manage a call centre

Create a sales order; provide customer service; upsell and cross-sell products; provide telesales scripts; manage payments