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Microsoft Dynamics Retail Management System Headquarters

Course 8834 : 2 days; Instructor-Led

Prerequisites

Prerequisites

Before attending this course, students must have:
Completed the Microsoft Business Solutions Retail Management System Store Operations Course.
Some working knowledge of Microsoft Windows 2000 or Windows XP.
Basic understanding of Microsoft SQL Server
Basic understanding of daily retail operations.
Basic understanding of retail software applications and database storage techniques.

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Course Materials

Student materials for this course include a Headquarters training manual, in addition to supplementary handout materials.

Course Outline

Chapter 1: System Information

The purpose of this chapter is to give students a general overview of the Retail Management System Headquarters application. The functionality and capabilities of the Headquarters components are introduced, along with an explanation of the minimum and recommended system requirements, including the Software Copy Protection Device (Dongle). Following the discussion for this chapter, an exercise demonstrates how to install the software.

Main Topics
Introduction
Features
Headquarters Components
Installation Requirements
Product Activation

After completing this module, students will be able to:
Briefly describe the components of Headquarters
Understand minimum and recommended system requirements for stores and head offices
Understand how Headquarters is affected by running in Evaluation Mode
Install Headquarters application software
Install a Dongle

Chapter 2: Setup and Deployment

This chapter focuses on the setup and store deployment of Headquarters. Students gain a basic understanding of the terminology used in Headquarters, building the HQ Database, configuring the HQ Server and HQ Client, and upgrading the HQ Database. Exercises at the end of this chapter demonstrate how to import an existing Store Operations database into Headquarters and connect the stores using HQ Client.

Main Topics
Introduction
Headquarters Terminology
Headquarters Administrator Overview
Building the Headquarters Database
Hands On: Deploying a New Store
Headquarters Server Configuration
Headquarters Client Configuration
Troubleshooting Store Connection Errors
Upgrading the Headquarters Database

After completing this module, students will be able to:
Understand the basic terminology of Headquarters
Create and import the database
Configure Headquarters in Administrator
Deploy existing stores
Deploy new stores
Configure the Headquarters Server
Configure the Headquarters Client
Upgrade the Headquarters database

Chapter 3: Headquarters Manager

This chapter focuses on Manager navigation, configuration, and security. There is also a discussion about Centrally Maintained Data, Locally Originated Data, and Store Specific Data, in addition to an explanation of the Headquarters Wizards.

Main Topics
Headquarters Manager Overview
Headquarters Manager Navigation
Headquarters Manager Configuration
Headquarters Manager Security
Working With Headquarters’ Centrally Maintained Data
Viewing Locally Originated Data
Headquarters Wizards

After completing this module, students will be able to
Navigate through Manager
Understand the difference between Centrally Maintained Data, Locally Originated Data, and Store Specific Data
Use the Inventory, New Item, and Worksheet Wizard
Set up Headquarters users

Chapter 4: Headquarters Worksheets

This chapter discusses how Headquarters Worksheets are used to initiate and control data exchanges between the head office and remote stores. Worksheet Styles and management is discussed, followed by exercises to demonstrate the features and functionalities of Worksheets.

Main Topics
Worksheets Basics
Worksheets Styles
Managing Worksheets

After completing this module, students will be able to:
Understand the basics of Worksheets
Understand the different Worksheet series
Create new items and send the data to stores and the head office
Change item descriptions and send the data to stores and the head office
Change supplier information and send the data to stores and the head office
Create a new item in a new department and send the data to stores and the head office
Put items on sale and send the data to stores and the head office
Create a new tender type and send the data to stores and the head office
Create a new cashier and send the data to stores and the head office
Manage Worksheets

Chapter 5: Additional Headquarters Features

This chapter discusses additional Headquarters features dealing with Global and Local Customers, Purchase Orders, Inter-Store Inventory Transfers, Store Quantity Checks, Viewing Store Journals, Reports, and Interfacing to Accounting.

Main Topics
Working with Customers
Store Quantity Checks
Viewing Store Journals
Headquarters Manager Reports
Interfacing to Accounting

Lab: Headquarters Installation
Install Headquarters software

Lab: Import into Headquarters
Import an Existing Store Operations Database into Headquarters

Lab: Worksheets
Create a New Item
Change Existing Item Description
Change Existing Supplier Information
Create New Item in a New Department
Put Item on Sale
Create a New Tender Type
Create a New Cashier

After completing this module, students will be able to:
Understand the differences between local and global customers
Understand Purchase Order Planner in Headquarters
Perform an inter-store inventory transfer
Check item quantities at other stores
View store Journals
Generate Reports

For more information or to give feedback, send e-mail to info@OneApex.com or call 949-597-2100