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Microsoft Dynamics Retail Management System …

IInnffoorrmmaattiioonn PPaacckkeett MMiiccrroossoofftt DDyynnaammiiccss RReettaaiill MMaannaaggeemmeenntt SSyysstteemm UUppggrraaddee ttoo VVeerrssiioonn January 30, 2007 POSitive , Inc. Page: 2 of 9 SUMMARY: Microsoft Dynamics Retail Management System , Version What's New with Release offers new capabilities that enable retailers to adapt quickly to complex Retail requirements and drive a lower cost of ownership. Enhanced inventory Management Work with an easy-to-use form to create and modify multi-dimensional matrix items, as well as add or remove dimensions from existing items. Locate items quickly by searching on the supplier reorder number. Upload item costs to headquarters when cost information changes at the store level, helping ensure accurate, chain-wide item cost reports based on weighted average.

Information Packet Microsoft Dynamics Retail Management System Upgrade to Version 2.0 January 30, 2007

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Transcription of Microsoft Dynamics Retail Management System …

1 IInnffoorrmmaattiioonn PPaacckkeett MMiiccrroossoofftt DDyynnaammiiccss RReettaaiill MMaannaaggeemmeenntt SSyysstteemm UUppggrraaddee ttoo VVeerrssiioonn January 30, 2007 POSitive , Inc. Page: 2 of 9 SUMMARY: Microsoft Dynamics Retail Management System , Version What's New with Release offers new capabilities that enable retailers to adapt quickly to complex Retail requirements and drive a lower cost of ownership. Enhanced inventory Management Work with an easy-to-use form to create and modify multi-dimensional matrix items, as well as add or remove dimensions from existing items. Locate items quickly by searching on the supplier reorder number. Upload item costs to headquarters when cost information changes at the store level, helping ensure accurate, chain-wide item cost reports based on weighted average.

2 Improved purchasing control Add items to purchase orders (POs) on-the-fly using a new dialogue window. Manage specialized purchasing requirements by easily exporting POs to Microsoft Office Word and Microsoft Office Excel for easy customization. Help ensure accurate ordering that keeps popular items in stock with the ability to view purchase orders in matrix format. New pricing capabilities Use quantity-on-hand filters to change prices only for items in stock within a given department. Set percentage or pricing discounts for Buy X get Y and Mix/Match quantity discount scenarios. Set up and select by price or by percentage options. Address Verification Support (AVS) Help ensure optimal credit card discount rates when cards need to be entered by hand for example, when a card reader is not working or a cardholder s magnetic stripe cannot be read.

3 Simplified Product Activation Streamline distribution and deployment with Microsoft product activation using product keys, including activation through both the Internet and call centers. Enhanced support and maintenance offerings With Release , the Annual Maintenance Program is a bundled purchase for customers licensing Microsoft Dynamics RMS. The program includes major feature releases, enhancements to training offerings, and new online resources. The Annual Maintenance Program will now include two technical support calls with Microsoft free of charge. In addition to the maintenance program purchased with each license sale, there are two additional levels of support available: Free business-critical support to help meet emergency System needs, and pay-as-you go Flex Support offerings.

4 POSitive , Inc. Page: 3 of 9 Executive Summary Microsoft has recently announced the official release of Dynamics Retail Management System , Version This document is meant to provide you with information and some recommended guidelines to follow in upgrading previous versions of Retail Management System to the new Version It is very important to note that upgrading to Version requires planning and careful consideration of setup, configuration, connections, integrations, add-on software, and procedures before proceeding. Since Version requires changes to the SQL database (new tables and fields), and has a completely different licensing component (no more dongle), the upgrade can affect other modules and procedures within your System . Please read this information document carefully, and then consult with our technical staff prior to attempting an upgrade on your own.

5 Module Options The following is a listing of the available modules for Microsoft Dynamics Retail Management System , Version This is not a list of possible add-on modules or back office software which may be required to properly run your System . As part of the upgrade process, each of your auxiliary software packages will be considered for compatibility prior to completion of the upgrade. Store Operations Administrator Store Operations Manager Store Operations Point of Sale Headquarters Manager Headquarters Server Headquarters Client Headquarters Administrator Minimum Requirements, Version Hardware Requirements Personal Computer: GHz processor (2 GHz or higher recommended) Memory: 512 MB of RAM (1GB or higher recommended) Hard Disk Space: 500 MB of available hard disk space for each computer where Store Operations is loaded.

6 4 GB of available hard disk space on the server for Store Operations database and future growth (10 GB for Headquarters). Monitor: VGA (800x600) or higher-resolution monitor with 256 colors for Point of Sale application. POSitive , Inc. Page: 4 of 9 VGA (1024x768) or higher-resolution for Manager application. Pointing Device: Microsoft Mouse or Compatible Network Card: 32-bit if networking other Store Operations computers or if you use Headquarters Note The hardware recommendations listed above are MINIMUM guidelines. POSitive Technology strongly recommends considering current hardware for optimal performance and reliability. Software Requirements The following operating systems are supported: Microsoft Windows Vista Business or above Microsoft Windows Server 2003 with Service Pack 1 or later Microsoft Windows XP Home or Professional with Service Pack 2 or later Microsoft Windows 2000 with Service Pack 4 or later Microsoft Windows Embedded for Point of Service (Store Operations only) The following versions of SQL Server are supported.

7 Microsoft SQL Server 2005 Standard and Enterprise Editions with Service Pack 1 Microsoft SQL Server 2005 Express Edition with Service Pack 1 Microsoft SQL Server 2000 Standard and Enterprise Editions with Service Pack 4 Microsoft SQL Server 2000 Desktop Engine with Service Pack 4 Contract Requirements In order to be eligible to receive Microsoft Dynamics Retail Management System , Version , you must meet the below criteria. Annual Maintenance (Standard A Plan) You must have a currently active Annual Maintenance Plan with Microsoft . Our Customer Experience Department can help you in getting information on your current plan with Microsoft , and if necessary, provide you with a quote on getting your plan brought up to date. POSitive Technology Account Your POSitive Technology Account must be in good standing (current within 30 days).

8 Our Accounting Department can help you verify your account standing and assist you in bringing your account up to date, if necessary. POSitive , Inc. Page: 5 of 9 Recommended Version Upgrade Process The process of going through major version upgrade can be difficult if not handled properly. POSitive Technology recognizes that the entire process can be complicated and since it involves a mission critical System , it must be done correctly the first time. In response to our customers needs and in order to properly address these issues, we have put together a team of highly skilled and specialized professionals that will take charge of your project from the beginning and guide you and the project to a successful end. This team is dedicated to your project from beginning to end and it is our commitment to the importance of a project of this type.

9 The version upgrade process is broken down in five steps as follows: During the evaluation process, one of our technical team members will contact you to prepare the Technical Assessment (TA). The TA consists of both an audit of your current Retail Management System infrastructure and a preliminary overview with both your technical and administrative staff that interact with Retail Management System on a regular basis. The evaluation may be conducted on site or via a combination of telephone conversations and/or remote sessions that enable us to review your infrastructure at a distance. In order to save costs, the latter is the most common method used. The evaluation process then culminates in a written proposal which is an estimate of the amount of work involved to bring your Retail Management System to the latest version available.

10 Once you have agreed to the estimated costs for the work proposed, the next step in our five-step process is the Planning stage, where the team will set in motion the different phases that need to be executed in order to properly prepare for the version upgrade work. From an administrative perspective this means that a formal Statement of Work (SOW) is prepared for your review and signature. From a deployment perspective, our team has opened the project internally, assigned a start date and reserved the necessary resources. POSitive , Inc. Page: 6 of 9 Once the signed agreement along with the required deposits have been received by our team, the project is then given a confirmed start and completion date. This is also communicated to you via a Project plan which clearly identifies the various steps to be undertaken in your project along with estimated completion dates.


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