Database Types

Head Office Database Store BackOffice Database Store POS Server

POS Database

Online

Online/Offline

Mixed Store
Online Back Office Store POS Server

Standalone Store

Online Back Office

Online Back Office

Offline Back Office

Online POS

Offline POS

Offline POS

Online POS

Offline POS

Online POS

Online

Back Office Online in Head Office Database POS Online in Head Office Database

Full acces to NAV solution Real-time access to all data No data replication needed

Maximum of 250 concurrent user at HO database Highly dependent on communcation lines

Online / Offline

Back Office Online in Head Office System POS Offline POS Transaction replicated to HO

POS is independent POS can use Online Services Back Office has real-time data

Data Replication to and from POS Reduced access to NAV solution

Mixed Store

Back Office Online in Head Office Offline or Online POS to Store POS server Statement created at store Statement posted at HO Item Entries replicated to store

Less data processing at Head Office Sales History (stock on hand) at store Back Office has real-time data

More operational complexity

Standalone Store

Back Office Offline at Store Database Offline or Online POS to Store Database Statement created and posted at store Statement Entries mirrored to Head Office All Back Office documents replicated to HO

Store Database has full visibility of the store data

All data needs to be replicated to and from store database takes longer time

InStore Management

New name for the Inventory Management granule (1000716) Standalone Store

Standalone Store

The store is independent Store Database Server The reasoning for using a standalone database are: Communication lines Scalability

Data Types
Entries Statements Documents
Transfer Document

Worksheets

Statement Records

Purchase Order Purchase Return Order

Item Ledger Entries

Transactions + Status Records

Stock Request Documents Sales Order

Entries (Mirroring)

Entries Movement of data between Store and Head Office Uses the ICT functionality to mirror entries between the two databases

Mirroring Entries
Item Journal posted Records are inserted to ICT Tables ICT Records are replicated to the Head Office database by Data Director Scheduler Job (DD) Data Director inserts record to ICT Tables Execute the ICT Batch Process Scheduler Job (Codeunit) Inserts record to Item Journal and posts

Store 1 Data Director

HO

Item Journal

Item Journal

ICT Messages

ICT Messages

Mirroring Entries
Item Journal posted Records are inserted to ICT Tables ICT Records are replicated to the Head Office database by Data Director Scheduler Job (DD) Data Director inserts record to ICT Tables Execute the ICT Batch Process Scheduler Job (Codeunit) Inserts record to Item Journal and posted

Store 1 Data Director

HO

Item Journal

Item Journal

ICT Messages

ICT Messages

Worksheets Mirrored

All worksheets that produce stock changes are mirrored to HO database Negative Adjustments Positive Adjustments Stock Transfer (Item Journal) Stock Counting

Standalone Stores

The standalone database holds the stock on hand, purchase orders, transfer orders, sales data and other data needed to run a store The head office database holds correct stock information for all stores

Statement Standalone Store

Inventory posted at Store database
Entries produced by the posting of the statement and mirrored to HO

Financials posted at Store database

Entries produced by the posting of the statement and mirrored to HO

Statement records
Posted Statements Transaction Status records

Statement Mixed Store

Statement Calculated at Store Statement is marked as Accepted Statement replicated to HO Statement Posted at HO Replication Job replicates all Item entries back to Store POS Server (database)

Standalone Store

Documents
At posting (store/HO)
A record is created or updated in the InStore Document All stock changed is posted in that database

DD to other database (store/HO)

Process at new database (store/HO)

Batch job to process InStore Document Creates or updates the Document (PO, PRO or TO) Document Posted Update the InStore Document and sends to next database

Transfer Order Process

Store 1 HO / Warehouse / Store 2

Request To Be Picked Sent Request TO Picked & Shipped To Receive

(Send)

Transfer Order Process 2 stops

Transfer Order

Data Director

Transfer Order

InStore Messages

InStore Messages

Store 1 Requests Transfer HO / Whse / Store 2 Initiates Transfer

Store 1

HO / Whse

Transfer Order Process 2 stops

Store 1 Requests Transfer HO / Whse / Store 2 Initiate Transfer HO / Whse / Store 2 Requests Transfer from Store 1

Store 1

HO / Whse

Transfer Order

Data Director

Transfer Order

InStore Messages

InStore Messages

Transfer Order Store 1

InStore Messages

Data Director
InStore Messages

HO / Whse

Transfer Order

InStore Messages

Transfer Order Process 3 stops

Data Director

InStore Messages

Store 3

Transfer Order

Transfer Order
Handle over- or underdelivery of goods Difference posted to a difference location Record created in the Transfer Difference table HO staff resolve the differences and makes adjustments Are always fully delivered.

Purchase Order

Store 1 Sends PO to Vendor

Purchase Order

Store 1

InStore Messages

Vendor

Data Director

InStore Messages

HO

Purchase Order

Purchase Order

Store 1 Sends PO to Vendor

Store 1 orders & HO Sends PO to Vendor

Store 1

HO

Purchase Order

Data Director

Vendor

Purchase Order

InStore Messages

InStore Messages

Purchase Order

Store 1 Sends PO to Vendor Store 1 orders & HO Sends PO to Vendor HO orders for Store 1

Store 1

HO

Purchase Order

Data Director

Vendor

Purchase Order

InStore Messages

InStore Messages

Store 1 Initiates Return

Purchase Order

Store 1

Purchase Return Order

InStore Messages

Vendor

Data Director

InStore Messages

HO

Purchase Order

Purchase Return Order

Store 1 Initiates Return HO Initiates Return

Store 1

HO

Purchase Order

Data Director

Vendor

Purchase Order

InStore Messages

InStore Messages

Stock Requests

Purchase Order

Data Director

Vendor

Purchase Order

InStore Messages

InStore Messages

Store 1 Requests stock from HO Store 1 Reviews Purchase or Transfer Order

Store 1

HO

Standalone Store

Number Series

Check Dist. Location Prefix on specific Number Series so the system adds a Location Prefix to the issued numbers
S0001 & 106027 => S0001106027

Number Series
Purchaser Order Transfer Order Stock Requests InStore Document

ICT Setup for each Dist. Location

For each Distribution Location ICT Setup Card ICT Source Link

Locations
Create Stock Location for Head Office Create a Stock Location for Difference Posting

Locations
InStore Dist. Location Setup for all stores HO is always Online

Set Dist. Location in Retail Setup for Offline Stores

Tables
ICT 10000777 - Retail ICT Header 10000778 - Retail ICT Lines

InStore Management
10001352 10001353 10001354 10001356 InStore Header InStore Line InStore Header Status InStore Difference Entry

Scheduler Jobs

HO to Store IS_HO_TO_STORE

Store to HO IS_STORE_TO_HO

Scheduler Jobs

Run Batch Process IS_RUN_ICT

InStore Mgt Run ICT Process

Run Batch Process IS_RUN_ISMGT

InStore Mgt Run Batch Process

Standalone Store
Supports both:

Online Store BO at HO database Standalone database at Store

Design Goal:
Same look-and-feel for the user, regardless of database location