Microsoft Dynamics AX 2012 R3 New Features – Retail – Call Center catalogs

In previous article we have covered the enhanced and addition of new features of retail module channel Call Center in Microsoft Dynamics AX 2012 R3 in this article we are going to cover catalogs for call centers.

The Catalogs form contains the following new functionalists that is available for users who are associated with a call center:

  • Catalog snapshot
  • Source codes
  • Page analysis
  • Free products
  • Catalog requests

Catalog snapshot: Save catalog data as it exists at the time of publication.

Source codes: Set up catalog source codes that can be used to track the sales that are associated with a specific catalog version.

Page analysis: Analyze sales per page area.

Free products: Save a list of products that are added to a customer’s order at no additional charge.

Following are the details to create call center catalog:

Prerequisites:

  • Set up products and product assortments:
    • Setting up retail products
    • Set up an assortment
  • Create a call center:
    • Set up a call center
  • Add the call center to an organization hierarchy:
    • Create or modify an organization hierarchy

Following point should be followed for the creation of the Catalog:

Create a catalog: To create a catalog, follow these steps:

  • Click Retail > Common > Catalogs > Catalogs.
  • On the Action Pane, in the new group, click Catalog to create a new catalog.
    • You can also create a new catalog by copying an existing catalog.
    • To copy a catalog, on the Catalogs list page, select a catalog then, on the Action Pane, in the Maintain group, click Copy.
  • In the Create new catalog dialog box, enter a name and a description for the catalog.
  • In the Catalogs form, on the General FastTab,
    • Select the catalog owner.
    • Enter an effective date and expiration date for the catalog.
  • The Expiration date field is optional. Leave this field blank if the catalog does not expire.
  • If you want to save a version of the catalog as it exists at the time that it is published
    • Select the Take snapshot check box. The snapshot captures information about products that are included in the catalog, and also about the price groups that are associated with the catalog.
  • On the Retail channels FastTab, click Add.
  • In the Choose organization nodes form
    • Select the call centers that the catalog applies to, and click Add >Close the form
  • On the Action Pane
    • Click Price groups
    • Click Add to add a price group to the catalog
  • In the Category hierarchy field
    • Select a category hierarchy that you want to use to organize products in the catalog.
  • On the Action Pane, in the Products group, click Add products
    • In the Add products form,
      • select the products to add to the catalog
      • Click Ok

Validate a catalog: After completion of the catalog, we need to run the validation process, follow are the steps to validate a catalog:

  1. Click Retail > Common > Catalogs > Catalogs.
    1. On the Catalogs list page
      1. Select a catalog
      2. On the Action Pane, in the Maintain group, click Edit.
    2. In the Catalogs form
      1. on the Action Pane in the Publish group
        1. Click Validate catalog.
      2. In the Validate catalog form on the Action Pane (In case of first time validation process form will be open with blank fields otherwise it will show the result of last run)
        1. Click Validate catalog to run the validation process
      3. After completion of validation you can see the results in Channel summary

Correct any errors that are found by the validation process then repeat steps 2 to 4 until the catalog is valid and ready to be submitted for review

Submit a catalog for review and approval: A catalog must be approved before it can be published. You can configure workflow so that catalogs either are automatically approved or require manual approval, following are the steps:

  • Click Retail > Common > Catalogs > Catalogs.
  • On the Catalogs list page
    1. Select a catalog
    2. On the Action Pane in the Maintain group
      1. Click Edit.
  • In the Catalogs form, in the workflow message bar
    1. Click Submit.
    2. The catalog status is changed from Draft to Submitted for approval. When the catalog is approved the catalog status is changed to Approved.
  • If you are an approver in the Catalogs form in the workflow message bar click Approve.
  • When the catalog is approved the catalog status is changed to Approved.

Publish a catalog: You can publish your catalogs manually, or you can use a batch process to publish according to a schedule. Following are the steps to publish workflows

  • Click Retail > Common > Catalogs > Catalogs.
  • On the Catalogs list page
    • Select a catalog on the Action Pane in the Maintain group click Edit.
  • In the Catalogs form on the Action Pane in the Publish group click Publish.
  • In the Publish catalog form,
  • In the Publish field, select one of the following options:
    • Only products that have changed – Select this option to publish only the changes that have been made to the catalog since it was last published.
    • All products – Select this option if the catalog is being published for the first time, or if you want to republish the whole catalog.
  • Click OK to start the publication process
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