Exam MB6-701 Microsoft Dynamics AX 2012 R3 Retail

Published: June 30, 2014
Languages: English
Audiences: Information workers
Technology: Microsoft Dynamics AX 2012
Credit toward certification: MCP

Skills measured
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Setup and configure organizational parameters (15-20%)
Model an organization
Create models of organizations; create and modify organization hierarchies; create and modify an operating unit; apply best practices to organizational models
Configure retail parameters
Create and configure a retail workflow; manage reason and sub codes; manage operating units; define retail parameters; setup sales tax; define payment methods
Integrate stores
Configure Commerce Data Exchange services; configure the async server profile; work with channels; setup up store locator
Manage retail channels
Build an online store; configure social and marketplace integration; integrate a call center; create a warehouse; create retail stores

Setup and configure point of sale (POS) (15-20%)
Perform POS setup
Setup 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; setup keyboard mappings; configure POS permission groups; create screen layouts that use button grids and images; configure drawer operations; customize POS buttons
Configure barcodes and labels
Create barcodes for specific products, print shelf labels, create barcode masks, view the barcode for a specific product

Setup 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 catalog
Manage pricing discounts
Apply a discount period; give quantity discounts; discount products based on catalogs; adjust prices
Release products
Look up price list, discounts, sales transactions of a product; link products; check the product
Connect vendor information to products
Setup 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
Setup a job; setup a worker; import user profiles; implement role-based security for retail; manage shifts
Report on retail information
Report on store metrics; generate sales reports; analyze 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
Login 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 center
Create a sales order; provide customer service; upsell and cross-sell products; provide telesales scripts; manage payments

You are setting up a new store channel in Microsoft Dynamics AX 20012 R3.
You need to define the following receipt numbers sequence format:
[Store Number] [Terminal Number] [7 Digits] [“A”].
Which form should you use?

A. Functionality Profile form
B. Receipt Profile form
C. Number Sequence form
D. Receipt Layout form

Answer: A

You are responsible for maintaining sales quotations in Microsoft Dynamics AX 2012 R3 for your company’s headquarters.
You have several quotations originally created in Enterprise point of sale (ePOS) for which the customers did not return to place an order.
You need to delete these quotations.
What should the status of the quotations be in order for you to delete them?

A. Sent
B. Confirmed
C. Lost
D. Approved

Answer: C

You are a merchandising manager for a large direct-to-consumer catalog company.
You need to provide specific product information that call center representatives can easily view as they place items on customer orders.
Which functionality in Microsoft Dynamics AX 2012 R3 Retail should you deploy?

A. Target markets
B. Catalogs
C. Scripts
D. Source code

Answer: B

Explanation: Ref: http://technet.microsoft.com/en-us/library/dn497822.aspx

You are the distribution manager for a company. You use Microsoft Dynamics AX 2012 R3. You are setting up cross-docking functions for planned purchase orders.
Which two items should you configure? Each correct answer presents part of the solution.

A. Date intervals
B. Product packages
C. Replenishment rules
D. Service categories

Answer: C,D

Explanation: Ref: http://technet.microsoft.com/EN-US/library/hh580575.aspx http://technet.microsoft.com/EN-US/library/hh597176.aspx

A sales associate provides a customer with a quotation for a group of items.
You need to review this order on the Enterprise Portal in Microsoft Dynamics AX 2012 R3.
Which site should you use to view this information?

A. Retail
B. Procurement
C. Customer Self-Service
D. Sales

Answer: D


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