Microsoft Dynamics AX For Retail R2 Training Manual

Manual
Microsoft Dynamics AX for Retail Training Manual
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CHAPTER 1: INTRODUCTION .................................................................................................................................. 7 BASIC INFORMATION.......................................................................................................................................................7 FURTHER INFORMATION ..................................................................................................................................................8 CHAPTER 2: MAIN FUNCTIONALITY ........................................................................................................................ 9 OBJECTIVES ...................................................................................................................................................................9 INTRODUCTION ..............................................................................................................................................................9 ITEMS ..........................................................................................................................................................................9 PRICE CONTROL ...........................................................................................................................................................10 VARIANTS ...................................................................................................................................................................11 INFOCODES .................................................................................................................................................................12 LABEL PRINTING ...........................................................................................................................................................12 LINKED ITEMS ..............................................................................................................................................................12 RETAIL POS PROFILES ...................................................................................................................................................12 DISTRIBUTION LOCATIONS..............................................................................................................................................12 STORES ......................................................................................................................................................................13 TENDER TYPES .............................................................................................................................................................13 INCOME AND EXPENSE ACCOUNTS ...................................................................................................................................13 SECTIONS AND SHELVES .................................................................................................................................................13 RETAIL POS TERMINALS ................................................................................................................................................13 STAFF ........................................................................................................................................................................13 CUSTOMER .................................................................................................................................................................14 TRANSACTION INFORMATION .........................................................................................................................................14 EXCHANGING DATA BETWEEN POINT OF SALE AND STORES ..................................................................................................14 MANUAL DATA EXCHANGE ............................................................................................................................................14 ACTIONS.....................................................................................................................................................................14 END OF DAY PROCEDURES .............................................................................................................................................14 TEST YOUR KNOWLEDGE OVERVIEW .............................................................................................................................16 CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS ...................................................................... 17 OBJECTIVES .................................................................................................................................................................17 INTRODUCTION ............................................................................................................................................................17 RETAIL HEADQUARTERS .................................................................................................................................................17 CHECKLIST FOR STARTING RETAIL HEADQUARTERS ..............................................................................................................19 RETAIL PARAMETERS.....................................................................................................................................................19 LOCALIZED SEED DATA ..................................................................................................................................................21 NUMBERING PRINCIPLES................................................................................................................................................22 INTRODUCTION TO DATA DISTRIBUTION ...........................................................................................................................24 CONCLUSION ...............................................................................................................................................................26 LAB 3.1 SETTING UP A NEW DISTRIBUTION GROUP ...........................................................................................................26 TEST YOUR KNOWLEDGE RETAIL HEADQUARTERS SETUP AND REQUIREMENTS ......................................................................26 CHAPTER 4: STORE SETUP .................................................................................................................................... 28 OBJECTIVES .................................................................................................................................................................28 INTRODUCTION ............................................................................................................................................................28 CHECKLIST FOR STORE SETUP..........................................................................................................................................31 CONCLUSION ...............................................................................................................................................................31 LAB 4.1 SETTING UP A NEW STORE ...............................................................................................................................31 TEST YOUR KNOWLEDGE STORE SETUP ..........................................................................................................................33 CHAPTER 5: INVENTORY SETUP AND MANAGEMENT .......................................................................................... 35 OBJECTIVES .................................................................................................................................................................35
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INTRODUCTION ............................................................................................................................................................35 CHECKLIST FOR INVENTORY SETUP ...................................................................................................................................37 RETAIL ITEMS ..............................................................................................................................................................38 LANGUAGE SPECIFIC ITEM DESCRIPTIONS ...........................................................................................................................40 ITEM HIERARCHY ..........................................................................................................................................................41 ASSORTMENTS.............................................................................................................................................................45 VARIANTS ...................................................................................................................................................................46 ITEM LINKING ..............................................................................................................................................................48 UNITS OF MEASURE......................................................................................................................................................51 COMPARISON PRICES ....................................................................................................................................................53 COMPETITORS .............................................................................................................................................................53 SECTIONS AND SHELVES .................................................................................................................................................54 RETAIL ITEM PRINTINGS.................................................................................................................................................54 ITEM LIFE CYCLE...........................................................................................................................................................57 CONCLUSION ...............................................................................................................................................................58 LAB 5.1 SETTING UP AN ITEM ......................................................................................................................................58 TEST YOUR KNOWLEDGE INVENTORY SETUP AND MANAGEMENT .......................................................................................60 CHAPTER 6: PRICE MANAGEMENT ....................................................................................................................... 62 OBJECTIVES .................................................................................................................................................................62 INTRODUCTION ............................................................................................................................................................62 PRICES SET AT RETAIL HEADQUARTERS .............................................................................................................................62 MANUAL PRICE CHANGES AT POS...................................................................................................................................64 PERIODIC OFFERS .........................................................................................................................................................64 LAB 6.1 BLACK FRIDAY DISCOUNTS ...............................................................................................................................72 TEST YOUR KNOWLEDGE PRICE MANAGEMENT ...............................................................................................................73 CHAPTER 7: BAR CODE MANAGEMENT ................................................................................................................ 75 OBJECTIVES .................................................................................................................................................................75 INTRODUCTION ............................................................................................................................................................75 BAR CODE MASKS ........................................................................................................................................................76 BAR CODE CHECKING ....................................................................................................................................................80 BAR CODE/PLU REGISTRATION .......................................................................................................................................81 CONCLUSION ...............................................................................................................................................................84 LAB 7.1 CREATING AN IN-HOUSE BAR CODE ....................................................................................................................84 TEST YOUR KNOWLEDGE BAR CODES ............................................................................................................................86 CHAPTER 8: STATEMENTS .................................................................................................................................... 87 OBJECTIVES .................................................................................................................................................................87 INTRODUCTION ............................................................................................................................................................87 SETUP/CONFIGURATION ................................................................................................................................................88 PROCESSES..................................................................................................................................................................91 RECEIPTS ....................................................................................................................................................................96 VIEWING TRANSACTIONS ...............................................................................................................................................97 VIEWING POS BATCHES ................................................................................................................................................97 CONCLUSION ...............................................................................................................................................................98 LAB 8.1 POSTING A STATEMENT FOR STORE 10 ...............................................................................................................98 TEST YOUR KNOWLEDGE STORE MANAGEMENT ..............................................................................................................99 APPENDIX A: CHANGES AND NEW FEATURES ...................................................................................................................100 APPENDIX B: SETUP AND CONFIGURATION ......................................................................................................................102 APPENDIX C: LOCATIONS OF FORMS AND FUNCTIONALITY ..................................................................................................104 CHAPTER 9: INFOCODES ..................................................................................................................................... 107
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OBJECTIVES ...............................................................................................................................................................107 INTRODUCTION ..........................................................................................................................................................107 INFORMATION SUBCODES ............................................................................................................................................107 INFOCODE LINKING .....................................................................................................................................................107 SETTING UP INFOCODES ..............................................................................................................................................108 INFOCODE ASSIGNMENT ..............................................................................................................................................109 CONCLUSION .............................................................................................................................................................113 LAB 9.1 CREATE AN INFOCODE...................................................................................................................................113 TEST YOUR KNOWLEDGE INFOCODES ..........................................................................................................................114 CHAPTER 10: ITEM IMPORT ............................................................................................................................... 116 OBJECTIVES ...............................................................................................................................................................116 INTRODUCTION ..........................................................................................................................................................116 IMPORT SETUP...........................................................................................................................................................117 VENDORS .................................................................................................................................................................117 IMPORTED FILES.........................................................................................................................................................122 ITEM IMPORT JOURNALS ..............................................................................................................................................125 CONCLUSION .............................................................................................................................................................129 LAB 10.1 ITEM VALIDATION RULES FOR ITEM IMPORTER.....................................................................................................129 TEST YOUR KNOWLEDGE ITEM IMPORT........................................................................................................................131 CHAPTER 11: REPLENISHMENT .......................................................................................................................... 132 OBJECTIVES ...............................................................................................................................................................132 INTRODUCTION ..........................................................................................................................................................132 ITEM PACKAGE ...........................................................................................................................................................132 SIZE, COLOR AND STYLE CURVE .....................................................................................................................................132 PURCHASE ORDER USING COLOR/SIZE/STYLE CURVE ........................................................................................................133 LOCATION REPLENISHMENT GROUPS .............................................................................................................................134 REPLENISHMENT RULES ...............................................................................................................................................134 CROSS DOCKING ........................................................................................................................................................135 BUYERS PUSH ............................................................................................................................................................138 CONCLUSION .............................................................................................................................................................140 LAB 11.1 REPLENISHMENT CURVES AND CROSS DOCKING ............................................................................................140 TEST YOUR KNOWLEDGE REPLENISHMENT ...................................................................................................................143 CHAPTER 12: TABLE DISTRIBUTION .................................................................................................................... 145 OBJECTIVES ...............................................................................................................................................................145 INTRODUCTION ..........................................................................................................................................................145 DATA DISTRIBUTION BASICS .........................................................................................................................................145 DATA DISTRIBUTION GROUPS IN RETAIL AX ....................................................................................................................147 CONFIGURING TABLE DISTRIBUTION...............................................................................................................................153 LAB 12.1 STORE-SPECIFIC PRICE CHANGE. ....................................................................................................................155 TEST YOUR KNOWLEDGE TABLE DISTRIBUTION ..............................................................................................................159 CHAPTER 13: COMMERCE SERVICES................................................................................................................... 160 OBJECTIVE ................................................................................................................................................................160 INTRODUCTION ..........................................................................................................................................................160 TEST YOUR KNOWLEDGE COMMERCE SERVICES .............................................................................................................164 CHAPTER 14: REPORTS ....................................................................................................................................... 165 OBJECTIVES ...............................................................................................................................................................165 INTRODUCTION ..........................................................................................................................................................165
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INQUIRIES .................................................................................................................................................................165 REPORTS ..................................................................................................................................................................167 LAB 14.1 GETTING LIST OF ITEMS WHICH ARE ABOUT TO GET OBSOLETE .............................................................................168 TEST YOUR KNOWLEDGE REPORTS ..............................................................................................................................169 CHAPTER 15: ENTERPRISE PORTAL ..................................................................................................................... 170 OBJECTIVES ...............................................................................................................................................................170 INTRODUCTION ..........................................................................................................................................................170 SET UP ENTERPRISE PORTAL PROFILES AND USERS .............................................................................................................170 ENTERPRISE PORTAL REPORTS ......................................................................................................................................172 STORE INVENTORY AT ENTERPRISE PORTAL FOR STORE ......................................................................................................173 LAB 15.1 SETTING UP AN ART GALLERY AND STORE ......................................................................................................174 TEST YOUR KNOWLEDGE ENTERPRISE PORTAL ...............................................................................................................178 CHAPTER 16: LOCALE SPECIFIC FEATURES .......................................................................................................... 180 FISCAL BOOKS ...........................................................................................................................................................180 FISCAL FRAMEWORK ...................................................................................................................................................181 GLS-CONS ..............................................................................................................................................................181 GLS-EE ...................................................................................................................................................................184 CHAPTER 17: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE .............................................................. 185 OBJECTIVES ...............................................................................................................................................................185 INTRODUCTION ..........................................................................................................................................................185 PART I: POS LAYOUT AND RECEIPT DESIGN .....................................................................................................................185 CREATE A BUTTON GRID ..............................................................................................................................................186 CHANGE EXISTING BUTTON GRID ..................................................................................................................................189 SALES BUTTON ..........................................................................................................................................................190 PAYMENT BUTTONS ....................................................................................................................................................191 ACTION BUTTONS .......................................................................................................................................................192 MENUS ....................................................................................................................................................................193 POS DESIGN .............................................................................................................................................................195 LAB 17.1 SETTING UP A NEW BUTTON GRID FOR QUICK SALE ...........................................................................................200 PART II: CONNECTING MICROSOFT DYNAMICS AX FOR RETAIL HEADQUARTERS AND RETAILPOS ...........................................201 CONNECTIONS: REQUIREMENTS ....................................................................................................................................201 CONNECTIONS: SYSTEM OVERVIEW ................................................................................................................................201 CONNECTIONS: MICROSOFT DYNAMICS AX FOR RETAIL INSTALLATIONS ..............................................................................203 CONNECTIONS: TERMINAL INSTALLATIONS ......................................................................................................................203 CONNECTIONS: TESTING ALL CONNECTIONS .....................................................................................................................204 CONNECTIONS: SENDING DEMO DATA MICROSOFT DYNAMICS AX FOR RETAIL TO RETAIL POS ................................................208 PART III: SCHEDULER JOBS ..........................................................................................................................................210 SCHEDULER SUBJOBS ...................................................................................................................................................210 SCHEDULER JOB .........................................................................................................................................................212 DISTRIBUTION RESTRICTION OPTIONS FOR A JOB ...............................................................................................................214 RUNNING SCHEDULER JOBS USING THE BATCH FRAMEWORK ...............................................................................................215 RETAIL POS CONFIGURATION FILE .................................................................................................................................217 CONNECTIONS: UPLOADING SALES DATA FROM RETAIL POS TO MICROSOFT DYNAMICS AX FOR RETAIL ....................................219 CONNECTIONS: USE THE TRANSACTION SERVICE FROM RETAIL POS.....................................................................................221 PART IV: RETAIL TRANSACTION SERVICE ........................................................................................................................221 RETAIL TRANSACTION SERVICE: REQUIREMENTS ...............................................................................................................222 RETAIL TRANSACTION SERVICES: CONNECTION CONFIGURATION .........................................................................................222 RETAIL TRANSACTION SERVICE: SALES ORDERS ................................................................................................................223 RETAIL TRANSACTION SERVICE: SALES INVOICES ...............................................................................................................227 RETAIL TRANSACTION SERVICE: CUSTOMER VALIDATION ....................................................................................................230
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RETAIL TRANSACTION SERVICE: INVENTORY LOOKUP .........................................................................................................232 RETAIL TRASACTION SERVICE: STOCK COUNTING ..............................................................................................................234 RETAIL TRANSACTION SERVICE: PURCHASE ORDER AND TRANSFER ORDERS ...........................................................................235 RETAIL TRANSACTION SERVICE: CENTRALIZED RETURNS .....................................................................................................236 RETAIL TRANSACTION SERVICE: STAFF VALIDATION ...........................................................................................................238 RETAIL TRANSACTION SERVICE: CREDIT MEMO (CREDIT VOUCHER) ......................................................................................241 RETAIL TRANSACTION SERVICE: GIFT CARD......................................................................................................................243 RETAIL TRANSACTION SERVICE: LOYALTY.........................................................................................................................246 TROUBLESHOOTING ....................................................................................................................................................247 CONCLUSION .............................................................................................................................................................248 QUICK INTERACTION: LESSONS LEARNED.........................................................................................................................249 APPENDIX A BUTTON ACTIONS ..................................................................................................................................250
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CHAPTER 1: INTRODUCTION
Basic Information
The introduction contains prerequisites and useful information about the Microsoft Dynamics AX for Retail training course. This Microsoft Dynamics AX for Retail course is mainly an instructor-led training course but assists as well on self-learning. The chapters contain instructional texts, which introduce an area of the program and examples of how this area works.
Purpose of the Course

The course is intended for people working at Microsoft Dynamics AX Partners who want to set up and configure Retail AX, and for those who want to be able to provide support for the application.
Course organization
The manual consists of the following chapters: Chapter 1: Introduction Chapter 2: Main Functionality Chapter 3: Retail Setup and Requirements Chapter 4: Store Setup Chapter 5: Inventory Setup and Management Chapter 6: Price Management Chapter 7: Bar Code Management Chapter 8: Store Management Chapter 9: Infocodes Chapter 10: Item Import Chapter 11: Replenishment Chapter 12: Table Distribution Chapter 13: Commerce Services Chapter 14: Reports Chapter 15: Enterprise Portal Chapter 16: Locale Specific Features Chapter 17: Retail POS, Store Connect and Transaction Service
Course Prerequisites
The participants should have good understanding of Microsoft Dynamics AX. For the data distribution and replication part of the course you need to have solid understanding of the TCP/IP networking protocol. You need to know how IP addresses can be assigned and how to use tools such as Ping and Tracert. You need to be familiar with service names to port numbers assignment through the Hosts and Services files.
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Demonstration Data
For certain chapters it is recommended to use the demonstration data of Microsoft Dynamics AX for Retail.
Further Information
For further information about the Microsoft Dynamics AX for Retail training course, refer to: Retail in Microsoft Dynamics AX2009 in PartnerSource (sign in needed)
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CHAPTER 2: MAIN FUNCTIONALITY

Objectives
After completing this chapter, you will: Get an overview of the main features of the Microsoft Dynamics AX for Retail. Get familiar with the system hierarchy that is obligatory for the next chapters understanding. Be able to provide a short explanation on the system when needed. Identify the main concepts used in connection with the system.
Introduction
A short overview of a system has several purposes. The main aim of this overview chapter is to giving to the user a possibility to get an idea of the system construction. Also, this chapter introduces several main concepts frequently used in the system and it can be regarded as a reference chapter. Below you can find a listing of the main functionalities available in Microsoft Dynamics AX for Retail.
Items
Items are the fundamental units in the Microsoft Dynamics AX for the Retail Headquarters system. All the standard Microsoft Dynamics AX functionalities regarding items, such as stock control, ordering, purchasing, and price and cost calculations are available in Retail Headquarters. In addition, Retail Headquarters includes numerous features that consider item sales at the point of sale. See the list of the main features below.
Bar Codes and Variants

Each item can have the unlimited number of bar codes linked to it. It is possible to link the bar codes directly to the item or let them represent different units of measure for the same item, such as cases or packs. Microsoft Dynamics AX for Retail also supports bar codes where the quantity (weight) or the price of the item is included in the bar code. It is also possible to link a bar code to a specific variation of the item, commonly referred to as Variants.
Item Hierarchy
Retail Headquarters have a four-level static item hierarchy: 1. Business Group
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2. Division Group 3. Retail Department 4. Retail Group Each item can belong to one Retail Group only. When assigning the item to the Retail Group, the attributes will be copied from the Retail Group to the Item. The link to the higher levels of the retail hierarchy will be established as well by assigning the item to the Retail Group.
Item Type
Each item has a type that tells you: Whether the item is a standard item, which means that it is not intended for being sold at the POS terminals. Whether it is a retail item, which means that this is an item intended for being sold at the POS terminals. Whether it is a retail group or a retail department, which means it will be sold at the POS terminals but not as a specific item but representing a retail group or a retail department. In this case, the price will be set at the POS terminal.
A set of functionalities is not allowed for standard items and requires an item to belong to the Retail item, Retail group, or Retail department type. Example: Competitors price cannot be set for a standard item, only for retail items. Shelves and sections are connected to Retail groups and Retail departments. Further explanations of the distinction between the Retail item, Retail group, and Retail department item types can be found in the next chapters.
Price Control
Retail Headquarters provides the following ways of controlling prices at the POS terminals:
Additional Prices
Items of the Retail type can have multiple item prices registered, making it possible to sell an item at a different price to certain customers and at specific stores. Prices can have a starting date and ending date. They can be specific for variant and item unit.
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Special Offers
Retail Headquarters support four types of offers: Promotion Discount Offer Multibuy Mix & Match
The Promotions and Discount Offer types of offer are periodic offers that work similarly. The main difference is that Promotion offer type is regarded as periodic price changes and represents the standard price while the Discount Offer will work as a discount at the POS. Both offers can be based on the specific Price Groups. An item can be only in one active promotion at the same time. As its name implies, a Multibuy Discount offer type provides a possibility of different levels of discounts based on the number of items the customer buys. In other words, it works in the way similar to the Discount Offer type. The last offer type is Mix & Match. It is a most versatile type of offer since it can be triggered by a combination of factors, such as Items, Retail Groups, and Variants. Discounts can be in the form of a deal price, discount amount, discount percentage, least expensive or be specified for the individual Mix & Match lines.
Customer/Item Discounts
Selected customers can get discounts on specific items. There are several ways to set up this possibility: on the POS or in the Microsoft Dynamics AX. The discounts can be based on a flat percentage or promotional. Also, different kinds of special offers are available (e.g., mix and match and seasonal offers).
Comparison Price
The system can calculate a comparison price for the items for a chosen comparison unit (for example, price per kg or liter). This price is displayed on shelf and item labels.
Variants
The Retail items can have different sizes, colors, and styles. Each combination is represented with a unique bar code. The variants can have different sales prices at the POS.
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Infocodes
Retail items can be assigned to multiple infocodes that are an important tool for receiving additional information on the item sale or return. The system prompts the operator at the POS terminal for an input.
Label Printing
You can assign a shelf label or an item report to a retail item. For each store, you can print shelf labels and item labels for chosen items or for items where the label is needed.
Linked Items
Retail items can be automatically linked to other retail items at sales time, e.g. bottles that are linked to drinks.
Retail POS Profiles

Retail Headquarters works with these POS profiles: the hardware profile, visual profile, functional profile, transaction service profile, and receipt profile. The hardware profile contains the driver setup for POS peripherals as well as the keyboard mapping. The hardware profiles can be copied. It is attached to a POS record The visual profile contains information for the graphical layout and positioning of the POS retail registers. Visual profile is attached to a POS record The functional profile contains functional settings and is attached to a store record. On the Functions tab, the staff, terminal, and transactions settings are set up. The maximum amounts or quantity allowed can be set up on the Amount tab. On the Infocodes tab, you can specify such settings as whether the return transactions and items are allowed and what (if any) messages from/to the POS salesperson can be sent at different stages. On Receipt numbering tab you can specify receipt numbering masks to compose unique receipt numbers. The transaction service profile is where connection information for real-time information access is set up. It is attached to the POS record. The receipt profile is a group of form layouts that can be assigned to the point-of-sale printers via a hardware profile. This provides a set of receipt templates for the printers at your registers. It is attached to a functional profile.
Distribution Locations
Distribution locations are the basis for the flow of data, both between the Retail Headquarters databases and the POS terminals. An example of a distribution location is a head office and a POS terminal. The distribution location contains information needed for replication.
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Stores
Stores are connected with POS terminals and are the basis for sales transactions. Besides from being a unique retail location, they represent a unique warehouse in the standard Microsoft Dynamics AX system and can also be a unique department and cost center. For each store, you choose its closing method, statement method, a ledger account for rounding, and set limits for allowing posting.
Tender Types
Retail Headquarters allows you to define and configure functionality for the tender types in each store. You enter details for handling amount, change, slip printing, posting, etc., depending on tender types such as cash, checks, credit cards, accounts, and foreign currency.
Income and Expense Accounts

You link all store income with the income accounts and store expenses with the expense accounts. You assign the ledger accounts to these accounts for posting and enter POS terminal receipt texts.
Sections and Shelves

You can create a physical structure for each store, based on the sections and shelves. On the store level, retail items can be assigned to these sections and shelves.
Retail POS Terminals

POS Terminals represent the front end of your store. You can control various aspects of their functionality and default settings from Retail Headquarters, such as the handling of return transactions, login/logout procedures, texts that will be printed on receipts and are displayed at the POS terminals.
Staff
Retail Headquarters keeps records on the staff members, such as ID number, address, and phone number. You assign each member a type of authorization for various actions at the POS terminals, such as voiding transactions, performing tender declaration, overriding price, and maximum discount to give. A staff member must be assigned to a store.
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Customer
Retail Headquarters uses the standard Microsoft Dynamics AX customer table with minor enhancements to account for unposted transactions as well as receipt preferences.
Transaction Information
In Retail Headquarters, transactions from the POS terminals can be imported continuously throughout business hours. Thus, up-to-date transaction sales information is available at all times.
Exchanging Data between Point of Sale and Stores

In Retail Headquarters, communication with the point of sale consists of replicating between head office and POS, using the Microsoft Dynamics AX for Retail Store Connect.
Manual Data Exchange

The user can manually run all replication jobs scheduled for automatic data exchange management.
Actions
Retail Headquarters uses actions to keep track of which records have been changed in relevant tables. By using them, you can greatly reduce the amount of data that needs to be sent to the POS terminals or replicated between databases. An action is created every time you modify, insert, or delete a record in a table relevant to data exchange in Retail Headquarters. The data exchange with POS terminals can be performed either on the basis of these actions or on the entire tables. Likewise, when replicating, you can choose to replicate by actions. Then, the system will only insert, delete, or update a record if there is an action for it.
End of Day Procedures

The typical procedures that need to be executed at the end of the day, involve logging out of each POS terminal, collecting and calculating transaction data, entering counted amount against the transaction amount, and posting the data. If required, tender declaration can be run on each POS terminal.
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Transactions
You can view all information on transactions that have been made at the POS terminals and imported into the Retail Headquarters system. Each transaction can include sales and payment entries, infocode, mix & match, coupon, inventory and tender declaration entries.
Calculating and Posting Statements

When you create a statement and calculate it, the system marks all unmarked transactions made from and up to the date and time selected in the statement. It then sums up the transaction amounts in each tender type, and enters the result for each tender type into a statement line. It creates a line per staff member or POS terminal if the statement method is defined in such a way.
The steps that describe how to create, calculate, and post the statements are as follows:
Click RETAIL HEADQUARTERS > JOURNALS > OPEN STATEMENTS. Enter a store number in the Store number field. Press CTRL+N to create a new statement. On the Setup tab, in the Transaction interval field group, enter information in the Transaction from date, Transaction from time, Transaction ending date, and Transaction ending time fields if the Closing method field is set to Date and Time.
Click Functions > Calculate Statement and click Yes in the dialog window. Fill in the Counted Amount for all statement lines or perform a tender declaration on each POS. The system imports the POS tender declaration in the same way as other transactions and create from it tender declaration transaction entries. Click Functions > Post Statement to post the statement.
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Test Your Knowledge Overview
Question
Is it possible to initiate data exchange manually? ___________ ( ) a. Yes ( ) b. No
Question
How many levels are in static retail item hierarchy? ________________
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CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS

Objectives
After completing this chapter, you will: Be able to set up Stores and distributions rules for each store. Be able to assign distribution locations to distribution groups and subgroups. Get a clear understanding of the mandatory fields. Be able to set up Retail parameters.
Introduction
Microsoft Dynamics AX for Retail is made up of three modules. These modules also represent the key features of the application. Retail Headquarters, that includes the POS setup and configuration o Retail Headquarters is the core module where centralized management happens, featuring such important forms as Store card, POS terminals, and business accounting setup. It caters to the fundamental needs of the retail business, such as Items, Staff, Prices, and Replenishment. Retail Scheduler The Scheduler lies at the heart of the data replication feature. The Scheduler module manages the data movement in the system Retail Store Inventory o Key Inventory Management processes, such as stock counts, picking and receiving operations can be performed at the store from within POS or Enterprise Portal. Additional processes are supported with 3rd party solutions.
Retail Headquarters
The Microsoft Dynamics AX for Retail Headquarters system is a powerful link for the front end of your stores, for example, the POS terminals, and your business accounting setup. It controls the fundamental needs for the retail business, such as items, prices, staff, and customers. Retail Headquarters offers means to exchange data between Head Office and POS terminals. By using the built-in data distribution management, you can control exactly what data is present on the POS terminals in each store and thus set up an item price and current discount offers for each store. Retail Headquarters manages replication of data between databases and supports the head office POS structure. Replication is scheduled by the user and can be set up in the way that only changed information is replicated. It makes extensive use of the distribution principles.
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Retail Headquarters offers you a model for structuring your business. You divide your business into distribution locations: head office, stores, and POS terminals. Then, you define the structure of the data flow between these locations.
You can divide each store into sections and shelves, and thus have an access to the statistical view of sales for each store, section, and shelf. In addition to the keeping track of items in sections and shelves functionality, you group items together in the Retail groups. The Retail groups are formed into Retail departments that, in turn are grouped in Division Groups. Finally, the Division Groups are formed into Business Groups. The use of this functionality ensures better control and overview of sales in your business.
Retail Headquarters offers several ways of controlling item prices at the POS terminals. Among them there are multiple retail item sales prices, discounts on specific items and retail groups, quantity discounts, and discounts on a collection of items that can be mixed and matched. It provides extensive control of functionality for tender types and means to define how the POS terminals operate in the store, together with staff operational authorization.
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Infocodes can be assigned to the retail items, customers, tender types, income /expense accounts, and some POS events. This make it possible for your business to get additional information needed at transaction time, such as, flight no., sales person ID, reasons for returns and so on. Retail Headquarters allows four retail item variations: size, color, configuration, and style that can be set individually or as a combined variant.
Checklist for Starting Retail Headquarters

When you set up Retail Headquarters, you must enter certain information before you can start running your business. Depending on how you want to structure your business, the setup can vary from one company to another. Certain setup is mandatory, other is optional. To start Retail Headquarters, perform the following tasks in the following order: Order 1 2 3 4 5 6 7 8 Task/Overview Retail Setup (Parameters) Localized seed data Inserting Demo Data for Retail Headquarters Setting Up Mandatory Distribution Group Setting Up Distribution Locations Assigning Distribution Locations to Distribution Groups Numbering Principles Importing Data from an Existing System Mandatory Yes No No Yes Yes Yes Yes No
Retail Parameters
In the Retail Headquarters Parameters form, you can decide how you want the program to manage the Retail Headquarters system. Below, there is an overview and a brief description of the settings available on the tabs of the Retail Setup window. More information on the introduced features can be found in the next chapters.
General
Retail Headquarters offers varied features that can help you manage your retail business. You must register that Retail Headquarters is in use and specify a store that is a local one in the database you are working in. You can register the default item type and the EAN license number used in your business. For Brazil, you can set up the default type of establishment for retail customers. For India, you can configure replenishment transfer type and price type here.
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Distribution
Here you specify the distribution specific information, for example, the use of the Preactions for the scheduler. Table distribution is used to decide where the tables information should be distributed to. Some information should be available everywhere, whereas other is necessary in certain stores only or access to it should be limited by other definitions. For such cases, the actions and Preactions are defined. For more details, please refer to the Table distribution chapter.
Posting
There are different options to post data, such as the total discounts and periodic discounts.
Labels
When labels are created, it is possible to define its level as labels can be created for the whole distribution groups or for the local stores.
Item Creation
For the functionality of item creation, the default warehouses are required. You can also specify whether the system will create trade agreement lines for the variants of an item.
Number Sequences
When a multiple-store configuration, you must create and assign a number sequences for the store numbers. A unique key for the store table is allocated when a new store is created. Furthermore, number sequences are used for variant creation, gift cards, vouchers, and other data that can be defined at the convenience of each user.
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Version
The version number shows you the actual version of Retail Headquarters. Setting up Retail Setup: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS > SETUP > PARAMETERS. Select the Retail Headquarters in use check box. Fill in the Local store number field. On the Number sequences tab, fill in the Store Number and Variant fields. Fill in other fields as needed.
Localized Seed Data

You do not longer need to import locale-specific version .dat files that contained all required Retail system data. You can now populate the Microsoft Dynamics AX company with a single click. The new Initialize button in Retail Headquarters parameters form uses the country settings for the current Microsoft Dynamics AX Company and correct localized data. The seed data will be populated based on the current Microsoft Dynamics AX company default language. Existing records are not updated or overwritten.
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Click on Yes in the Initialize base configuration data for Retail Headquarters form.
Numbering Principles
In Microsoft Dynamics AX, you can set up a complete numbering system consisting of an unlimited number of number sequences for different types of basic information. In every company in your retail business, you must assign unique identification codes to certain tables such as the Item, Staff, POS Terminal and Statement table to ensure proper work of your system. Numbering is important not only for identification purposes but because a practical numbering system makes the entire company more manageable. A practical numbering system can also reduce the number of errors that occur in the data entry. In certain tables in Retail Headquarters, you may want to have numbers inserted manually. You can set up this option for all tables except for the statements. The statements should have automatic creation of numbers.
Setting Up Store Specific Number Sequences

You can use number sequences for the identification codes in the tables that can be specific per store. If you set up a number sequence for a table where each store has its own sequence, you need to select the correct number sequence every time you insert a record in the table in question, depending on which store the record will belong to or be valid in.
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In the Stores form (RETAIL HEADQUARTERS > SETUP > STORE >STORES), on the Number sequences tab, there are the drop down lists for the defined number sequences that are pre-created.
Here is a list of the tables you should set up distribution location dependent number series for: Table Statement Statement voucher POS Terminal Useful Hints Records are assigned per store. You should not allow a manual creation of the statement numbers. Number series for the Statement Voucher The number sequence for the POS Terminals. POS Terminal numbers must be unique throughout the system. A common setup is to assign each record to all stores. You choose whether to have one sequence for all stores or one sequence per store. Staff number must be unique throughout the system. Records are not assigned per store, but they might have a store dependent distribution. You can set up one general number sequence. Same as for Discount Offer Same as for Discount Offer The number sequence that is used for a new loyalty
Staff
Discount Offer Multibuy Mix & Match Loyalty Card Number
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cards. Loyalty Customer Number Loyalty customers.
Introduction to Data Distribution

Microsoft Dynamics AX for Retail manages data in a centralized fashion. Microsoft Dynamics AX is the master system for all types of the data, while store databases and/or POS databases are populated via replication jobs from the Retail Scheduler module. It is vital to properly set up data distribution groups so that the data goes to the proper databases. To facilitate the setup of the system, the system automatically creates distribution locations, whenever a POS or a Store record is created. These locations denote databases and depending on topology of your system, the database information needs to be set up for corresponding POS and/or Store distribution locations. Upon creation, the distribution locations are automatically included in the Distribution groups with the selected No filter and Default group check boxes.
Thus, it is very important to create at least two groups that will include the newly created distribution locations for the POSs and Stores. The scenario below describes high-level steps that are necessary to perform to set up a distribution group and subgroup that includes all distribution locations.
Scenario
Lois is starting to set up Retail Headquarters and needs to follow the procedures for setting up distribution groups, distribution locations, and assigning location to distribution groups. She follows the instructions that tell her that she first needs to set up one distribution group that includes all locations. She follows the step by step instructions described in the Table Distribution chapter of the manual. She creates a new distribution group and defines a group and a subgroup. Since she selects the No filter check box for both of them, the data is transferred to all distribution locations.
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Next, Lois has to define at least one distribution location that represents the head office in her system. To do that, she creates a record in the Stores form. The system automatically creates a distribution location record and assigns the distribution group and subgroup with no filter to it. Now the system knows which databases the data that is not restricted to a specific destination should be distributed to.
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Conclusion
Following the guides and manuals while setting up the Retail Headquarters are key factors for the correct data distribution. The guidelines in this and next chapters present the ideal way of this process setup, this will maximize the system usefulness.
Lab 3.1 Setting Up a new distribution group

Scenario New distribution group
Peter, the marketing manager at Adventure Works decides to try a different promotions' sets and pricing at Store 9. Some prices and promotions will have to be specific and distributed only to Store 9, which has a central store database. Peter needs to create a new distribution group and subgroup to use it when defining where some prices and promotions should be distributed to. 1. Click RETAIL SCHEDULER>SETUP>DISTRIBUTION GROUP. 2. Create a new record.
3. Click GROUP>SUBGROUPS.
4. Click MEMBER LIST. 5. Add S0009 to the Distribution members list.
Test Your Knowledge Retail Headquarters Setup and Requirements

Question
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Businesses can be divided into in to the following distribution locations _____________ ( ) a. Distribution locations, Head Office, and Stores ( ) b. Head Office, Stores, and POS Terminals ( ) c. Head Office, Stores, and Substores
Question
What retail variants does Retail Headquarters allow? ________________ ( ( ( ( ) a. Size, color, style, and configuration ) b. Size, color, and type ) c. Color, style, and variant ) d. Size, color, style, and configuration
Question
What five tasks are mandatory for starting a Retail Headquarters? ___________________________ ( ) a. Retail Setup, Inserting Demo Data for Retail Headquarters, Setting Up Mandatory Description Group , Setting Up Distribution Location and Assigning Distribution Locations to Distribution Groups ( ) b. Retail Setup, Setting Up Distribution Group with no filters, Setting Up Distribution Location, Assigning Distribution Locations to Distribution Groups and Numbering Principles (number sequences) ( ) c. Retail Setup, Setting Up Mandatory Description Group , Setting Up Distribution Location, Assigning Distribution Locations to Distribution Groups and Importing Data from an Existing System.
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CHAPTER 4: STORE SETUP

Objectives
After completing this chapter, you will be able to: Set up a Store correctly, defining mandatory tasks and getting an overview over the optional additional tasks available. Use the various options to adapt the Retail headquarters system to the utmost by using the correct settings from the beginning.
Introduction
The store is one of the main units in the Retail headquarters system. It is a distribution location with its own tender types, POS functionality, income and expense accounts, and staff. It can be divided into sections and shelves. Setting up the stores and the head office in your business are usually among the first steps when setting up your Retail headquarters system. In Retail headquarters, you can have multiple stores and keep track of sales and inventory for each of them. The Following Setup Can Be Carried Out for a Store: You should register a number for the store, its name, address and other registration information. Create a warehouse representing the store, mark it as a store and connect the appropriate stores by selecting the warehouse in the Stores form. Select financial dimensions for the store. Define a currency code for the store. In a multinational environment, stores can have different currency codes. You register store closing procedures and handling of statements. You set up tender types. You set up sales taxes for the store. You set up and select a POS functionality profile for controlling the POS terminals. You can set up income and expense accounts, staff and a section/shelf structure. Set up the number sequences for the store. When you have set up the general store information, you need to configure the distribution location setup for the store.
Tender types configuration

The tender types represent everything that the store accepts as a method of payment. Tender types define ledger posting setups, rounding rules, change rules and whether the tender type counting should be performed during tender declaration.
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Statement configuration
The configuration of the statements will affect how a summarization of the Retail sales transactions is created and how the financial and inventory transactions are posted In Microsoft Dynamics AX for Retail. It is important to define this from the very beginning in the way that reflects the workflow of the company.
Statement Method
There are three ways that can be used to summarize statement lines when a statement is calculated: Staff POS terminal Total
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Using the Staff method
When the Staff method is used, the statement calculation will create one line for each tender type used in the transactions that is part of the statement, per staff member. Thus, you can view the total results of the tender types for each staff member. This option is used when the intention is to have staff members accountable for the tenders they receive.
Using the POS Terminal method

When the POS Terminal method is used, the statement calculation will create one line for each tender type used in the transactions that is part of the statement, per POS terminal. Thus, you can view the total results of tender types for each POS terminal. This option is used when cashiers share a register and the total amount of tenders received can be from sales transactions, performed by multiple staff members.
Using the Total method

When the Total method is used, the statement calculation will create one line for each tender type used in the transactions included in the statement.
Closing Method
There are two options to define what transactions to be included in the statement: Date and Time POS Batch
Date and Time

By using this option, all the transactions included in the statement are the transactions for the store that are within the date and time range defined and are not already part of another statement. The default range is the full day of the statement creation.
POS Batch
By using this option, the included in the statement transactions are all transactions for the store that belong to the POS batches that are not a part of the other statements. The Date and Time filter can also be used here. By using this closing method, all transactions that belong together will belong to the same statement; read more about POS Batches in Chapter 8.
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Checklist for Store Setup

When you set up a store in Retail headquarters, you must enter certain information before you can start using the store. Depending on how you want to structure your business, the setup can vary from one store to another. Certain setup is mandatory, other is optional. For setting up stores in Retail headquarters, complete the following tasks. Note that is has been assumed that certain tasks have already been carried out in the Retail Setup; therefore, those tasks are not mentioned in the checklist. Order 1 2 3 4 5 6 7 8 9 11 12 13 14 15 16 17 Task/Overview Setting Up Stores Defining Statement method Assigning No. Series to Stores Setting Up Tender types Setting Up Cash Declaration Setup Setting Up Functionality Profiles Assigning Functionality Profiles to Stores Setting Up Staff Members Setting Up Distribution Groups Setting Up Income/Expense Accounts Setting Up Sections Setting Up Shelves Assigning a default customer to the store Setting up default sales tax group Setting up language for the store Attaching a warehouse to the store Mandatory Yes Yes Yes Yes No Yes Yes Yes Yes No No No Yes Yes Yes Yes
Conclusion
Setting up a store gives an opportunity to define in details what settings are desirable for each business. For instance, this includes defining of the Statement/Closing methods, setting up Functionality Profiles, Staff members, and so on.
Lab 4.1 Setting Up a new Store

Step by Step Setting Up a New Store
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Stewart, the managing director needs to create a new store in Washington. He needs to define general information and statement/closing information for it. 1. Set up a new store, named Store 11, the store should be assigned to the department 100. Its sales tax group should be WA.
2. The Language field should be set to en-us and the Currency field to USD. 3. Set the Sales tax override group to DEFAULT. _____________________ 4. Create a Warehouse called Store11 and connect it to the store (use the Go to the main table feature). 5. Select FN001 for the POS Functionality Profile and Layout id should be 1.
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6. The store calculates statements using the POS Terminal Statement method. 7. Set the maximum amounts for difference using the following parameters: Posting = 5. Transactions = 5. Shift = 5. 8. Choose rounding account 60815 and set the Maximum Rounding Amount to 0.01. 9. The store closing method is Date and time. 10. Set up the Default customer to 1037 11. Set up the Tender types for the store by copying tenders from the Store 10 (Functions > Copy tender to store). 12. On tab Tender type, set Remove/add tender = 04. 13. Set up Cash Declaration for the store by copying the cash declaration from Store 10. (Setup > Cash Declaration).
Test Your Knowledge Store Setup

Question
Can you have multiple stores in the Retail headquarters system? ___________
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( ) a. Yes ( ) b. No
Question
Which of the following tasks are not mandatory when setting up a store in the Retail headquarters? ________________ ( ) a. Setting Up Tender Types ( ) b. Assigning a Default Customer to the Store ( ) c. Setting Up Cash Declaration Setup ( ) d. Assigning Functionality Profiles to Stores
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CHAPTER 5: INVENTORY SETUP AND MANAGEMENT

Objectives
After completing this chapter, you will be able to: Master the item hierarchy and selecting the correct combination for different kinds of stores. Distinguish between the mandatory tasks and optional ones. Describe the procedures for inventory setup and management.
Introduction
Items are the fundamental units in the Retail Headquarters system. Retail Headquarters includes some features that concern item sales at the point of sale. There is a list of the main features:
Item Type
Each item has a type that tells you whether an item is a standard one that cannot be sold at the POS terminals or it is a retail item that is sold at the POS terminals.
Retail Hierarchy
The item hierarchy consists of the Business Group, Division Group, Retail Department, Retail Group, and settings for Item and Variants.
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Business Groups
Business groups represent the most general grouping of items, providing a possibility to examine sales statistics on a broader perspective.
Division Groups
Each Division group can be connected to one Business group.
Retail Departments
You can use the Retail departments when setting up the Open Department sales. Each Department can be connected to one Division group.
Retail Groups
The Retail groups can control the bar code construction and variant groups for the retail items included in each group. They can also make the process of items location in sections and shelves easier and control the items location distribution. Furthermore, promotions and discount offers can be created on the Retail Group level, as well as variants and retail item levels. Using retail groups speeds up setup of new items because some settings are defaulting to standard item fields, as shown below:
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Assortments
An assortment is a collection of related items that you assign to a store or store group. The assortments can save you time because you can assign thousands of items to a store simultaneously instead of assigning each item individually. Multiple assortments can be assigned to each store or store group.
Variants
Retail items can have different sizes, colors, and styles. Each combination can be represented by a unique bar code. Thus, statistical results of sales by variants are available.
Bar Codes
Retail items can be represented with one or more bar codes in addition to the item number. Multiple bar codes are essential, that is, if the same product comes from different manufacturers, or if the item has size, color, and style variants. The system can generate bar codes for all variant combinations with a mask that specifies where the size, color, or style digits are in the bar code. The system also supports EAN 8, EAN 13, UPC-A, and UPC-E standard bar codes.
Printing
The system supports the generation of Item Labels and Shelf Labels, using the pre-formatted reports.
Checklist for Inventory Setup
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When you set up inventory in Retail Headquarters, you must enter certain information before you can start running the system. Certain setup is mandatory, other is optional. For setting up inventory in Microsoft Dynamics AX for Retail Headquarters, follow the tasks according to the given order. Note that is has been assumed that posting groups have already been set up in the General Ledger in Microsoft Dynamics AX, as well as tasks were carried out in the Retail Setup. So, these tasks are not mentioned in the checklist. Order 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Task/Overview Setting Up Units of Measure Setting Up Comparison Units of Measure Setting Up Retail Departments Setting Up Retail Groups Creating Retail Items Registering Item Prices Linking Items Setting Up Sizes/Colors/Styles Creating Size/Color/Style Groups Creating Variants Setting Up Bar Code Mask Characters Setting Up Bar Code Masks Entering Bar Codes Assigning Sections and Shelves to Items Setting Up Item Labels Setting Up Shelf Labels Setting Up Business Groups Setting Up Division Groups Setting Up Season Mandatory Yes Yes Yes Yes Yes Yes No No No No No No No No No No No No No
Retail Items
A retail item is created and set up basically as an ordinary item in the inventory system. When you have entered the necessary information and closed the window, the system creates an action in the Actions table. Then, the new item will be on file and ready to be sold after the system next exports retail item date to the POS terminals. To Create Retail Items:
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1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>RETAIL ITEMS. The Retail Items form opens. Press CTRL+N to enter a new retail item. Enter the Item number and Item name. Fill in the Item group. On the General tab, fill in mandatory fields: Item number, Item group, Inventory model group, and Dimension group.
6. In the Item type field on the Retail tab, select the Retail Item option. 7. If needed, fill in the Sales unit fields on the References tab. The unit can be different for different types of orders, for example, Purchase order and Sales order. 8. On the Retail tab, select a Retail group. In the corresponding fields for the item, the settings of the retail group are automatically filled in. 9. Fill in the Base sales price on the Price/Discount tab. 10. If you like to work with additional prices, utilize the Trade Agreements. See Microsoft Dynamics AX Online Help Trade Agreements for more information. 11. Fill in optional fields in the Item form in case of necessity. Repeat steps 2 to 15 for each retail item you want to create. To add Retail Items: The Add Item button allows user to easily search, filter, and add items to the following: Bar codes Item packages Competitor Prices
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Loyalty Schemes Promotions Discount Offers Multibuy Mix & Match Buyers Push Assortments
Language specific item descriptions

You can now use the existing item descriptions in Microsoft Dynamics AX to display item descriptions in the local languages at the stores. Previously, the item descriptions at stores did not reflect local descriptions. Here are the steps for setting up locale-specific item descriptions: Go to HEADQUARTERS > ITEMS > SETUP > LANGUAGE > ITEM DESCRIPTION
Choose the language from the Language list and enter the text for the item description.
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Go to RETAIL SCHEDULER>SCHEDULER JOB and run the N-1040 job (Items, prices, and bar codes) to send down the localized item description (InventTxt table ) Go to POS to ring up 0035 item. You should be able to see the localized item description on POS.
Item Hierarchy
There are four levels of the retail item grouping in Retail Headquarters. The Hierarchy tables contain default values for the items to make creation of new item easier. The item hierarchy also contains values to facilitate reporting. When the Retail Group is entered, in the Retail Group field of the item, the correct Retail Department, Division and Business fields are filled in automatically using the values from the Retail group form along with the color, size, and style groups. Business group: The top level of the hierarchy, a business group can contain multiple division groups. Division group: Connects to one Business group and can contain multiple retail departments. Retail departments: Each retail department can contain multiple retail groups or items, or a combination of retail groups and items. Retail groups: Each Retail group contains a number of retail items.
It is important to have a well-defined structure before you start to set up the hierarchy.
Set up the retail hierarchy

1. Click RETAIL HEADQUARTERS > SETUP > ITEM > RETAIL HIERARCHY. 2. To add a new group, select a group that is one level higher in the hierarchy than the group that you want to create. For example, to add a new retail department, select a division group. NOTE: To add a new business group, select the Retail hierarchy folder.
3. Press CTRL+N. The list form for the type of group that you want to create appears. For example, if you selected a division group in step 2, the Retail departments form appears.
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4. Press CTRL+N to create a new record. 5. Enter information referring, if necessary, to the form descriptions later in this topic. 6. On the toolbar, click Save, and then close the list form to return to the Retail hierarchy form. 7. To view the new group in the hierarchy, click Refresh on the Command menu, and then expand folders as necessary.
Business Group
To Set Up Business Group: 1. Click RETAIL HEADQUARTERS>SETUP>ITEM>ITEM HIERARCHY. 2. Explode the hierarchy, right-click the business group level. 3. Click Go To the Main Table, press CTRL+N to enter a new Business Group.
4. Fill in the Business group and Description fields. Repeat steps 2 to 4 for each Business group you want to set up. Alternatively, you could have selected a group that is one level higher in the hierarchy than the group that you want to create, and press CTRL+N to create a new group.
Division Group
To Set Up Division Group: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>SETUP>ITEM>ITEM HIERARCHY. Explode the hierarchy, right-click the division group level. Click Go To the Main Table, press CTRL+N to create a new Division Group. Fill in the Division group and Description fields. Fill in the Business group that this Division group belongs to.
Repeat steps 2 and 4 for each Division Group you want to set up.
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Alternatively, you could have selected a group that is one level higher in the hierarchy than the group that you want to create, and click on CTRL+N to create a new group.
Retail Department
Before setting up retail departments, you should define the level of detail of the retail department structure to meet your business requirements. Then, you create retail departments and assign closely related Retail groups to the same retail department. To ensure the correct handling of retail items, you need to set the up retail departments. You can use retail departments to: Group Retail groups Base POS cost calculation on Retail departments Set up open department sale To Set Up Retail Departments: 1. 2. 3. 4. Click RETAIL HEADQUARTERS>SETUP>ITEM>ITEM HIERARCHY. Explode the hierarchy, right-click any retail department node level. Click Go To the Main Table, press CTRL+N to create a new Retail Department. Fill in the Retail department and Description fields.
Repeat step 2 to 4 for each retail department you want to set up. Alternatively, you can select a group that is one level higher in the hierarchy than the group that you want to create, and click on CTRL+N to create a new group.
Retail Groups
Retail Groups provide a convenient way of handling of the bar code generation and validation processes, as well as supporting default variants for the retail items included to the group. It is important to have a well-defined Retail group structure. Before setting up the Retail groups, you should define the level of detail of the retail department structure to meet your business requirements. Then, you create the Retail groups and assign closely related retail items to the same Retail group. This is especially true for retail items that have size, color, or styles. To Set Up Retail Groups: 1. 2. 3. 4. Click RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY. Explode the hierarchy, right-click any retail group node level. Click Go To the Main Table, press CTRL+N to create a new Retail Group. Fill in the Retail group and Description fields.
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5. In the Retail department field, click the assist button to open the Retail departments window. Select the relevant retail department, and then click OK to copy its value to the field. 6. Fill in the remaining fields as appropriate. Repeat steps 2 to 6 for each Retail group you want to create. Alternatively, you could have selected a group that is one level higher in the hierarchy than the group that you want to create, and click on CTRL+N to create a new group. When you select a Retail group for a retail item, the following data will be automatically assigned to the item. You can make changes to these features after you have assigned items to the group: Retail Department, Division Group and Business Group The item and shelf label reports The bar code setup Location (section and shelves) Variant groups Default warehouse (Purchase orders) Default warehouse (Inventory) Default warehouse (Sales orders) Item Sales tax group for (Sales Order) Item Sales tax group for (Purchase Order) Item Group Inventory model group Dimension group Replenishment group
Set up an Open Department or Open Group Sale

You can set up open department or open group sale, meaning that when you have an item that does not have an item number registered, you can sell the item as a part of the Retail Department or a Retail group. Then you make a similar setup for the Retail Group. NOTE: When selling an open department sale, statistics will not be retained on item level, but on retail department level, also; the inventory will not be updated. To Set up Open Department Sale: 1. Create a Retail item. In the Item Name field, insert a description of the open department sale. 2. On the Retail tab, in the Item type field, select the Retail department or Retail group that is appropriate for the type of the open sale that you need. 3. In the Retail group field, select a retail group. 4. On the POS Terminal tab in the Retail Item form (Item), select the option Must Key in New Price in the Keying in Price field.
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When performing an open department sale, you select the item created above as the item to be sold.
Assortments
Use assortments to group together items that have similar attributes. For example, you can set up an assortment for winter wear that is stocked only in stores in colder climate. The items in a single assortment can belong to a variety of hierarchy groups, special groups, and so on.
Set up an assortment
1. Click RETAIL HEADQUARTERS > SETUP > ITEMS > ASSORTMENTS. 2. Press CTRL+N to create a new assortment. 3. Type a unique identifier and a description of the new assortment. 4. Click the General tab. 5. In the left pane, press CTRL+N, and then select the store or store group that will receive this assortment for the Store Type field. 6. Repeat step 5 for any additional stores or store groups. 7. Add items to the assortment in one of the following ways: Click the grid on the right side of the tab, press CTRL+N, and then select an item, variant, or group of items that is a part of this assortment. Repeat this step for any additional items, variants, or groups of items. Click Add items. Under Filters, select the groups from which you want to select items. Under Available items, select the check boxes for the items that you want to add, and then click Add. After you finish selecting items, click OK to add the items to the assortment and return to the Assortment form.
View the assortment items for a specific store

1. Click RETAIL HEADQUARTERS > SETUP > STORES > STORE. 2. Select a necessary store. 3. Click Setup, and then click Retail items.
View the assortment items for a specific store group

1. Click RETAIL HEADQUARTERS > SETUP > STORES > STORE GROUPS. 2. Select a necessary store group. 3. Click Setup, and then click Retail items.
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View the assortments that include a specific item
1. Click RETAIL HEADQUARTERS > COMMON FORMS > RETAIL ITEMS. 2. Select a necessary item that you want. 3. Click Setup, and then click Assortment item list.
Variants
Variants
Variants allow you to handle retail items that have different sizes, colors, or styles. By assigning a unique bar code for each variant combination, you can scan in the bar code at the POS terminal and let the program find which variant of the item is being sold. Therefore, you can collect and view statistics of variant sales. Each size, color, and style group can be assigned a number that will identify it in the bar code. When you have assigned bar code masks to the retail groups or items, the program uses the bar code mask to generate bar codes automatically for each variant combination. This can be extremely useful if there are many sizes, colors, and styles possible as the number of combinations is increased greatly with added variant codes. Otherwise, the combinations will have to be manually assigned to each bar code representing a variant. When you have assigned variant (size, color, style) groups to a retail group, you can create variants for the retail items in the retail group. You can also assign variant groups to the retail items, and then create variants for the retail items.
Sizes, colors, combinations and Styles

Before you set up size, color, and style groups, the sizes, colors, and styles must have been set up. To Set Up Sizes/Colors/Styles: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>SETUP>ITEM. Select Sizes, Colors, or Styles. If selecting for example Styles, the Styles form is displayed. Fill in the Style field, with a unique code representing the style being set up. Fill in the Name field and Description of needed.
Repeat steps 2 to 5 for each size, color, or style you want to set up.
Variant Groups
Sizes, colors, and styles are used for supporting item variants in Retail Headquarters. These variants allow you to handle retail items that have different sizes, colors, or styles with the same price.
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You can let the system create the bar codes for the variants based on the size, color, and style group(s) assigned to the item or retail group. This can be extremely useful if there are many sizes, colors, and styles possible as the number of combinations is increased greatly with added variant codes. Otherwise, the combinations will have to be manually assigned to each bar code. To Set Up Size/Color/Style Groups: 1. Click RETAIL HEADQUARTERS>SETUP>ITEM. 2. Select either Size group, Color group, or Style group. 3. If selecting the Size group, the Size group form is displayed.
4. 5. 6. 7.
Fill in the Size group and Description fields. Click Sizes. The Size group lines form is open. Fill in the Size field by selecting a size from the Sizes form. In the Number in bar code field, enter the number you want to be automatically assigned to the size group when creating bar codes for variants. At the end of Chapter 7 there is a detailed description on how to create bar codes for variants. 8. If needed, fill in the Weight field. Microsoft Dynamics AX will use this value to determine the proportion of size variants when creating a purchase order. In the example above, men's shoe of size 10 has double the relative weight of the men's shoe of size 12, thus, the system will order 2 times less of size 12. Repeat the steps 4 to 8 for each size you want to include in the size group.
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Assigning Variants
Before creating variants for retail items, you must either assign a variant group combination to the retail group the retail item belongs to, or assign the variant group combination to the item itself. If you want to create item variants for all items in a retail group, you should assign variants to the retail group. When assigning the retail group to the retail item, the item will inherit the variant group combination, which you can change if needed. To Assign Variant Groups to Retail Groups: 1. 2. 3. 4. 5. 6. 7. Click RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY. Browse for the retail group you want to create a variant group for. Right-click the group, and click Go To the Main Table to open the Retail Group details form. Click the General tab. If using sizes in the variant group, fill in the Size group field with the relevant size group. If using colors in the variant group, fill in the Color group field with the relevant color group. If using styles in the variant group, fill in the Style group field with the relevant style group. To Assign Variant Groups to Retail Items: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>RETAIL ITEMS, the Retail Items form is displayed. Browse for the retail item you want to assign a variant group to and click the Retail tab. If using sizes in the variant group, fill in the Size group field with the relevant size group. If using colors in the variant group, fill in the Color group field with the relevant color group. If using styles in the variant group, fill in the Style group field with the relevant style group.
If you have filled in the retail group for the retail item, the size, color, and style groups will be populated automatically depending on the configuration of the retail group.
Creating Variants
Variant combination is created for each item. Before creating variants, you must assign a variant group combination to the retail group the retail item belongs to, or assign the variant group combination to the item itself. To Create Variants: 1. Click RETAIL HEADQUARTERS>RETAIL ITEMS, the Retail Items form is displayed. 2. Browse for the item you want to create variants for and click SETUP>ITEM DIMENSION COMBINATIONS. Click Create combinations. 3. In the Create Variants form, click in the variant combination matrix if you do not want to have a specific variant created. 4. Click Create, the system will give you a message of the number of variants was created.
Item Linking
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You can link retail items together, so that every time the main retail item is sold, the retail items that are linked to it are sold also. This is for example used when selling drinks in bottles, then the bottles are linked to the drinks so that every time the drink is sold, the bottle is sold with it. To Link Items: 1. Click RETAIL HEADQUARTERS>RETAIL ITEMS. The Retail Items form is open. 2. Click SETUP>LINKED ITEMS. The Linked items form is open. 3. In the Linked item number field, select the relevant item from the Item List form.
4. In the Quantity field, specify the number of units of this item to be linked to the main item. The main item is specified in the Linked item number field. 5. If the linked item shall be returned later for example, an empty bottle with bottle deposit paid for then the Quantity should be negative. For the item (the bottle item), the parameter Qty. Becomes Negative should be set up on the POS Terminals tab.
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Then, when selling the main item and the linked item, the linked item is sold positive. When returning the linked item, it is negative.
NOTE: It is important to make a distinction between the main item and the linked item. Each time the main item is sold, the item that is linked to it is sold also. The reverse does not apply, that is, when the linked item is sold, the main item is not sold also. The main item cannot be linked to other items, that is, it can never appear as a linked item. Neither can you link an item to itself. When linked items are sold, the retail items that are linked to it are sold also. You can view which retail items have been linked to other retail items. To View Linked Items: 1. Click RETAIL HEADQUARTERS>RETAIL ITEMS. The Retail Items form is displayed. 2. Click SETUP>WHERE-LINKED ITEMS.
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3. In the Where-linked items form, you can see the main item which the relevant item is linked to. The Quantity field indicates how many units of the item are linked to the main item.
Units of Measure
Before you start creating retail items, you should set up units of measure codes to be assigned to retail items. You can set up an unlimited number of the Unit of Measure codes. To Set Up Units of Measure: 1. Click BASIC>SETUP>UNITS>UNITS. The Units form is displayed. 2. Fill in the Unit and Name fields. Also, specify the number of Decimals. 3. If you want the unit of measure to be the scale and bar codes used as a base unit of measure, select the Weight unit of measure check box. To calculate the item price for a comparison unit, you need to set up the comparison units of measure and the conversion factors between them. For example, to calculate kilogram price for an item that is sold in a 100g package, you need to set up the conversion factor between the unit of measure of the item and the comparison unit. When you have set up comparison units of measure, you can assign those to items and have the program calculate the item price for the comparison unit, for example, the kilogram price for an item that is sold in a 200 g package. Once you have defined the conversion factor between one unit and other two units, that is, between A and B, and A and C, the program will automatically calculate the conversion factor between B and C. This saves you a considerable amount of work when setting up comparison units of measure.
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It is possible to define a different conversion factor between the same units for each item. To Set Up General Conversion Units of Measure for All Items: 1. Click BASIC>SETUP>UNITS>UNIT CONVERSION. The Unit conversion form is displayed. 2. Press CTRL+N to enter a new unit conversion. 3. Fill in the From unit, Factor, and To unit fields. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and itself. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. 4. Fill in Additional quantity if needed. 5. Fill in Round-off if needed. Repeat steps 5 and 6 for additional units you want to convert to the base unit.
To Set Up Conversion Units of Measure for a Specific Item: 1. Click RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>UNIT CONVERSION. The Unit conversion form is displayed. 2. Browse to the retail item you want to create a Unit conversion for. 3. Fill in the From unit, Factor and To unit fields. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and item itself. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. Note that the Item number appears automatically and this unit conversion is active for this particular item number only. 4. Fill in Additional quantity if needed. 5. Fill in Round-off if needed. Once you have completed entering conversion factors between the base unit and the selected units, the program has created conversion entries and calculated conversion factors between each pair of the selected units. Example You have set up three comparison units, Liter, Milliliter, and Centiliter. You first select Liter to set up its conversion values. The conversion factor between Milliliter and Liter is 1000 and the conversion factor between Centiliter and Liter is 100. When you have entered this information in the Conversion form for Liter, the program has already created a conversion value entry for Milliliter and Centiliter. If you later add another unit, like fluid ounces, you only need to set up a conversion factor with one unit, such as Liter. The program then calculates and creates entries for the other units connected with Liter. If the base unit is kilogram and the comparison unit is gram, the conversion factor is 1000. If the base unit is gram and the comparison unit is kilogram, the conversion factor is 0,001.
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Comparison Prices
You can use the system to calculate a comparison price for an item, based on a particular comparison unit of measure. This enables you to compare the prices of items that are sold in units of different size. To Calculate Comparison Prices: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>RETAIL ITEMS, the Retail Items form is displayed. Browse to the item you want to calculate comparison prices for. Set up a unit conversion between the units, if it does not exist. Click the Retail tab. Fill in the Base comparison unit field by selecting the relevant comparison unit code.
The program automatically calculates the comparison price. From now, when you change the unit price of the item, the program will update the comparison price accordingly. Please note that this is valid for the item price on item card level which may not be the active sales price only.
Competitors
You can set up competitor and register the competitor price for a specific retail item. To Set Up Competitors: 1. Click RETAIL HEADQUARTERS>SETUP>GENERAL>COMPETITORS. The Competitors form is displayed. 2. Fill in the Competitor number and Description fields. 3. Fill in other fields as needed. You can keep track of your competitors' prices of each retail item. You register the prices either from each retail item or from a competitor. You must register a competitor before registering the competitor prices. Each time your competitor(s) change the price of an item, you can register a new competitor price, keeping the former prices registered.
To Register Competitor Prices: 1. 2. 3. 4. Click RETAIL HEADQUARTERS>SETUP>GENERAL>COMPETITORS. The Competitors form is displayed. Browse to the relevant competitor. Click SETUP>COMPETITOR PRICES. Fill in the Bar code or the Item number field by selecting an item bar code or an item number. 5. Fill in the Date of price and Price fields.
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Sections and Shelves

TO HAVE ACCESS TO SALES INFORMATION FOR SECTIONS AND SHELVES, YOU NEED TO ASSIGN SECTIONS AND SHELVES TO RETAIL ITEMS OR RETAIL GROUPS. THE DETAILS ARE SET AT THIS LOCATION: RETAIL HEADQUARTERS>SETUP>STORE>STORES>SETUP>SECTIONS (SALES STATISTICS TAB).
You can assign as many sections and shelves to an item or retail group as you want. However, you can only get sales information for one section and shelf per item, unless you have a way of knowing at the POS terminals from which section and shelf the item was taken. If this is the case, you need to adapt this method to the Retail Headquarters system. To Assign Sections and Shelves to Retail Groups: 1. 2. 3. 4. Click RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY , Right-click the retail group and click Go To The Main Table The Retail group list is displayed. Browse to the relevant retail group and click INQUIRIES>ITEM GROUP SECTION LOCATION. The Item group section location form is displayed. 5. Fill in the Store number, Section number, and Shelf number fields. Repeat step 3 for each section and shelf you want to assign to the retail group.
NOTE: When you assign a retail group to a retail item, the item will automatically have the same section and shelf location as the retail group. You can adapt this assignment for each item. To Assign Sections and Shelves to Items: 1. Click RETAIL HEADQUARTERS>RETAIL ITEMS, the Retail Items form is displayed. 2. Click SETUP>ITEM SECTION LOCATIONS. The Item section locations form is displayed. 3. If the retail group the selected item belongs to has been assigned to the section locations, the program has already copied the section location of the retail group to the item. In that case, you can change the Section number and Shelf number fields as needed. Repeat step 3 and 4 for each section and shelf you want to assign to the retail group.
Retail Item Printings

You can generate item labels and shelf labels for the retail items in the stores. You choose the shelf label and item label report you want to use for each item. When you select to print labels, the system collects the items needing printing or the items of your choice in a window and then you print the labels for a particular store. The program provides label reports, but these labels can be modified or new ones can be created to suit the needs of your business in the Shelf label report setup or Item label report
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setup forms. More detailed information can be found in the next sections. Standard reports are used and new reports are created as long as they start with the RBO label, which is the only requirement.
Shelf Labels
Before printing the shelf labels, you must assign the shelf labels to the retail items. When you assign shelf labels to the items, you can set up which shelf label report you want to use to print shelf labels for the individual items. Then, you can let the system create shelf labels whenever price or comparison price of the item changes in the store. To Assign Shelf Labels to Items: 1. 2. 3. 4. 5. 6. 7. Click RETAIL HEADQUARTERS>RETAIL ITEMS. Browse to the item you want to assign a shelf label report to. Click SETUP>SHELF LABEL. Fill in the Distribution group field by selecting the relevant distribution group. Fill in the Distribution subgroup field by selecting the relevant distribution subgroup. Fill in the Report name field by selecting a shelf label report. Fill in other fields as needed.
The Distribution group and Distribution subgroup settings are necessary to ensure that each transaction in the distribution group reaches the only the needed stores or other locations, which can be narrowed to a member. Example: If a shelf label is to be created for a Retail item that is supposed to be sold only in Store 1, 2, and 4, the correct distribution groups, already created, have to be selected. Otherwise, labels will be created for all shelves, regardless of the fact that the item is distributed to Store 1, 2, and 4 only and no other locations can be used. You can let the system create shelf labels whenever price or comparison price of the item changes in the store. For the system to collect information about needed shelf label printing, you must assign shelf label reports to the relevant retail items. You can also create shelf label
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printing either manually for one item at a time, or by using the function. Besides, you can create labels by items, where you can print shelf labels for retail groups and retail departments. To Print Shelf Labels: 1. Click RETAIL HEADQUARTERS>PERIODIC>LABELS>PRINT SHELF LABELS. Set the Filters if needed. 2. To view the labels that have been created but not printed, click TRANSACTIONS>LABELS TO PRINT. 3. To create new labels, click Create. Fill in the Filters if needed. The user is asked to select a specific item; labels will be created or updated for this item and all its different variations. Price changes are not taken into account. 4. In the Shelf label printing form, change the value of the Quantity field if needed. 5. Click PRINT>PRINT LABELS. 6. In the Print shelf labels form, select the printer you want to use for printing the shelf labels and click OK.
Item Labels
Before printing item labels, you must assign item labels to the retail items. When you assign item labels to items, you can set up which item label report you want to use to print item labels for individual items. Then, you can let the system create item labels whenever price or comparison price of the item changes in the store. To Assign Item Labels to Items: 1. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 2. Browse to the item you want to assign an item label report to. 3. Click SETUP>ITEM LABEL.
4. Fill in the Distribution group field by selecting the distribution group you want the item label to be set up in. 5. Fill in the Distribution subgroup field by selecting the distribution subgroup you want the item label to be set up in. 6. In the Report name field, select the label report you want to use when printing out item labels.
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7. Fill in the other fields on the Item label report setup window as needed. You can let the system create item labels whenever price or comparison price of the item changes in the store. For the system to collect information about needed item label printing, you must have assigned item label reports to the relevant retail items. You can also create item label printing manually for one item at a time and see the items to be printed using the function Create Labels by Items - RETAIL HEADQUARTERS>PERIODIC>PRINT ITEM LABELS>CREATE (B)>CREATE LABEL BY ITEM - for retail groups and retail departments. To Print Item Labels: 1. Click RETAIL HEADQUARTERS > PERIODIC > LABELS > PRINT ITEM LABELS. Set the Filters if needed. To view the labels that have been created but not printed, click TRANSACTIONS > LABELS TO PRINT. To create new labels click Create. Fill in the Filters if needed. The user is asked to select a specific item; labels will be created or updated for this item and all its different variations. Price changes are not taken into account. In the Item label printing form, change the contents of the Quantity field if needed. Click PRINT>PRINT LABELS. In the Print item labels window, select the printer you want to use for printing out the item labels, and then click OK.
2. 3.
4. 5. 6.
Item Life Cycle

On the Fashion tab of the Retail Item form (Item) there are three fields: Life from, Life to, and Season. Item season is defined when an item is created from the Item Import journal.
The Life from field is filled in automatically by the system when the item is sold for the first time. The Life to field value is specified manually. The Item Import journals are allocated RETAIL HEADQUARTERS>PERIODIC>ITEM/ORDER CREATION>ITEM IMPORT JOURNAL. To Set Up Season Manually:
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1. 2. 3. 4. Click RETAIL HEADQUARTERS>SETUP>ITEM>SEASON, the Season form is displayed. Press CTRL+N to create a new season. Fill in the Season and the Description fields. Select the start date and end date for the season.
Repeat step 2 to 4 for each Season that needs to be created.
Conclusion
There are several options available when you set up inventory and management. In this chapter, there is an overview on how to use these options correctly and to the utmost for the variety of businesses that can be set up.
Lab 5.1 Setting Up an item

Scenario Kids and Shoes
Adventure works is setting up a new retail item for children shoes. The manager, Megan, has to create variant information and retail group; she will use the settings on the retail group to create the item. She has to take into consideration many different variations based on sizes, colors, combinations and styles and all combinations of these. At the same time she wants to be able to reuse the groups and variants she is setting up.
Step by Step - Item Creation

You are setting up a retail item which is a Childrens shoe. We will start by creating variant information and a retail group and use the settings on the retail group to create the item. 1. Create a Business group to represent the walking shoes. a. Retail headquarters > Setup > Item > Retail hierarchy b. Select the top node [Retail hierarchy] c. Click the New icon. d. Create the Walking business group.
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e. Close the Business group form. f. Press F5 to refresh the Retail hierarchy form. g. Select the Walking business group. 2. Create a division group and connect it to the business created before.
3. Create a retail department and connect it to the division group.
Remember to use F5 to refresh the hierarchy 4. The shoes come in two different colors (Dark Red and Orange), three sizes (26, 28, 30) and two styles (No heels and low heels). Create the colors, sizes and styles Create a color group with the Colors Create a size group, with the Sizes Create a style group with the Styles. 5. Create a retail group with the variant groups and the following information: Assign the retail group to the retail department Inventory Model Group: DEF Dimension Group: SizColStyl Tax groups: GEN Default warehouses: Main Assign the Retail Department and the Item Group (DEF) to the Retail Group Assign the color group, style group and size group to the Retail Group 6. Create a retail item, representing childrens shoe. Select the retail group on the item to insert default values from the retail group 7. Select the Print variants shelf labels field on the Retail tab.
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8. Create all the variant combinations for the item (Setup > Item dimension combination) 9. The unit price before taxes for the item should be 8 USD and the unit cost 6 USD.
Test Your Knowledge Inventory Setup and Management
Question
Which type of items can be sold at the POS terminals? ___________ ( ) a. Standard Items ( ) b. Retail Items
Question
Some of those tasks are mandatory but others are not. Mark the ones that are mandatory. ( ) a. Setting up Units of Measure ( ) b. Setting up Shelf labels ( ) c. Entering Bar Codes ( ) d. Linking Items ( ) e. Setting up Price Groups ( ) f. Setting up Retail Groups
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Question
What is an open department sale? ________________ ( ) a. When a department opens a sale ( ) b. You can sell an item that does not have an item number registered as part of the Retail Department or a Retail group
Question
What should you do before creating variants? ________________ ( ) a. Either assigning a variant group combination to the retail group the item belongs to, or assign the variant group combination to the item itself. ( ) b. You have to do both: Assign a variant group combination to the retail group the item belongs to, or assign the variant group combination to the item itself.
Question
How do you use comparison unit of measure? ________________ ( ) a. The comparison unit of measure is set when you set up the store by selecting the Unit of Measure check box on the General tab. ( ) b. To calculate the item price for comparison unit, you set up comparison units of measure and the conversion factors between them. Then you can assign those to items and have the program calculate the item price for the comparison unit, for example the kilogram price for an item that is sold in a 200 g packages.
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CHAPTER 6: PRICE MANAGEMENT

Objectives
After completing this chapter, you will: Be able to use the tools that Retail Headquarters and the POS offers for price management. Know how to setup store specific prices using trade agreements. Be able to manage periodic as well as other offers, discounts and promotions.
Introduction
Pricing of retail items can be effectively controlled from the Retail Headquarters. Prices are either determined from the Retail Headquarters or from the POS terminals. You can sell items at different prices to selected customers and in individual stores. You can set up periodic offers, discounts on individual items, their combinations of items, and put specific items, variants or whole retail groups on sale for a period of time.
Prices set at Retail Headquarters

Store Specific Prices
Each store (or a group of stores) can have a specific price for defined items. Price groups for the groups of stores can be defined under Retail Headquarters > Setup > Price/discount > Customer price/Discount groups. The price groups can be set up to be distributed to specific stores/ store groups. The details on such a setup are described in the next chapters of this manual.
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Multibuy
You can give discounts, based on the quantity of an item. Contrary to the trade agreements, multibuy supports time of the day specific periods.
Mix & Match

Mix&Match discounts are configured using multiple line groups. A line group defines which items need to be part of the transaction before the discount applies, e.g. line group 1 requires that 2 items from department 1 are required and line group 2 requires 1 item from department 2. In that way it is possible to define elaborate combinations of items to trigger a discount, e.g. buy two cycling items and any snack item and receive a discount.
Variant Defined Prices

In Microsoft Dynamics AX for Retail items can have different sizes, colors, configurations and styles. Each combination of thereof comprises a variant, and can have one or more unique bar codes. You can set up prices for each variant combination.
Unit of Measure Defined Prices

In Microsoft Dynamics AX for Retail items can have different units of measure. You can specify different prices for each unit of measure for the item.
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Manual Price Changes at POS

Line Discount
You can give a line discount of an item, either as an amount or as a percentage.
Total Discount
You can give a discount for the whole sales transaction either as an amount or as a percentage.
Price Change
You can run a function that overrides an item price.
Keying in Price
If prompted for, you can key in the price of an item.
Periodic Offers
You can set up four types of periodic offers in Retail Headquarters: Promotions Discount Offers Multibuy Mix & match
Before you set up periodic offers, you must set up periods when the offers are valid. Then you can assign validation periods to periodic offers. You can limit the validation period from a date to a date, to specific days of the week, to times of the day, or to a combination of the above. If you do not set up a discount validation period and assign it to discount offers, the discount offers are always valid.
Add Items
Clicking on this button will display a form that allows filtering and selecting items to be added to the periodic offer.
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Inquiries
Under Inquiries it is possible to view all discount overlaps for all items in select periodic offer.
When you select the Discount offer under the Inquires button the Discounts form is displayed. There you can move the offer up and down to change the priority of the periodic offer to have control over the offers from time to time.
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If an Item is in two valid periodic offers at the same time, the price is selected from the periodic offer with the lower number in priority, which happens to be higher in the list.
Discount Validation period

You can limit the validation period from a date to a date, to specific days of the week, to times of the day, or to a combination of these limiting factors. To Set Up Discount Validation Periods: 1. Click RETAIL HEADQUARTERS > SETUP > GENERAL > DISCOUNT PERIOD. The Discount period form is displayed. 2. Fill in the Discount period number and Description fields. 3. If you are setting up a validation period, valid at all times, you should not fill in more fields. 4. If you want to set limit on the start and ending date of the periodic offers, fill in the Starting date and Ending date fields. Notice that if you take out the checkmark in the Time within bonds field, the offers are valid not within but without the starting and ending date and time.
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5. If you want to set limit on the weekdays the offer is valid, fill in the relevant fields for each tab with a name of a weekday.
Promotions
Promotions are periodic price changes which are considered to be an adjustment to the standard or base price. They are not appearing as discounts on the receipts and neither have they generated discount ledger postings during statement posting. To Create Promotions: 1. Click RETAIL HEADQUARTERS > PROMOTION. The Promotion form is displayed. 2. Press CTRL+N to create a promotion. 3. Fill in the Description and Currency.
4. In the Disc. pct. field, insert the discount % given by default. If you want to set limits on the validation period for the offer; On the Validation Period tab fill in the discount validation period fields to determine the validation period for the offer. 5. In the offer lines, enter the relevant Type to determine if the offer is valid for an item, a variant, retail group, retail department, special group, all items or other option. 6. In the Item relation field, select the item or retail group or other depending on the type.
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7. If needed, change the default value in the Discount pct. field 8. If you want to activate the offer now, select the Enable option in the Status field on the General tab. 9. To specify the stores the promotion applies, click Setup > Groups to distribute to and specify the distribution locations or groups.
10. Repeat steps 5 to 7 for item or retail group you want to include in the discount offer. You can set up promotions for items, retail groups, retail departments and all items. For single items you can select specific item variants. When an item number or description is entered in the Item relation field and a discount percentage has been specified all fields in the lines are filled in and/or calculated. If no discount is specified the fields: Standard price, Offer price and Quantity on hand have been filled out. Before you set up periodic offers, you must set up periods when the offers are valid. Then you can assign validation periods to periodic offers. For more information please refer to the Periodic Offers.
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Discount Offers
You can sell retail items with a discount for periods of time by including them in discount offers. You can also sell all retail items in selected retail groups with a percentage discount by including the retail groups in discount offers. To Create Discount Offers: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Click RETAIL HEADQUARTERS>DISCOUNT OFFER. The Discount Offer form is displayed. Press CTRL+N to create a new discount offer. Fill in the Description and Currency. In the Discount pct. field, insert the discount percentage given by default to the items and/or retail groups in the offer. If you want to set limits on the validation period for the offer; On the Validation Period tab fill in the Discount period number field to determine the validation period for the offer. In the offer lines, fill in the Type field to determine if the offer is valid for an item or a retail group. In the Item relation field, select the item or retail group. Set the Discount pct. or the Offer price including tax. If you want to activate the offer now, select the Enable option in the Status field on the General tab. Repeat steps 6 to 8 for item or retail group you want to include in the discount offer.
Multibuy Discount Offers

Multibuy discounts function like quantity discounts. You can either define a new unit price or a percentage discount when a certain number of items have been sold, and set a further discount with an increasing number of items. To Create Multibuy Discounts: 1. 2. 3. 4. 5. 6. 7. 8. Click RETAIL HEADQUARTERS>MULTIBUY. The Multibuy form is displayed. Press CTRL+N to create a new Multibuy offer. Fill in the Description. On the Price/Discount tab, select if the offer triggers a new unit price, or a discount, in the Discount type field. If you want to set limits on the validation period for the offer; On the Validation period tab fill in the Discount period number field to determine the validation period for the offer. Click Configuration and fill in the Min. qty to determine the minimal quantity needed to trigger the Multibuy offer. Fill in the Unit price field with either the new unit price or the discount given, according to the option selected in the Discount type field on the General tab. In the lower part of the window, fill in the items or an item variant for the Multibuy discount.
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Mix & Match Offers
Retail items, retail groups and variants, can be included in mix & match offers to allow discounts when buying a specific quantity and/or combination of goods. An example of a mix & match is a group of four items, two different types of soda, a bag of potato chips and one candy bar, where the customer gets the candy bar for free if he buys one of either types of soda and the bag of chips. When you set up a Mix & match group, you need to define how the discount should be configured and choose the items, retail groups or variants, which are included. This involves setting the price or percentage discount, finding a descriptive name and setting up how many items are needed for the discount to take effect. Another example of mix & match offers is when triggering store coupons. In that case you insert the coupon item as a mandatory item in the mix & match offer. Then, a specific group for item(s) is not triggered unless a coupon is endorsed also. You can learn about setting up coupon items in Chapter 6 Bar Code Management. To Create Mix & Match Discounts: 1. 2. 3. 4. Click RETAIL HEADQUARTERS>MIX & MATCH. The Mix & match form is displayed. Press CTRL+N to create a new mix & match offer. Fill in the Description. On the Price/Discount tab, select the Discount type by setting one of the Radio Buttons to determine the discount type. And set appropriate field according to the Discount Type selected. Fill in the Groups to distribute to. If you want to set limits on the validation period for the offer; On the Validation period tab fill in the Discount period number field to determine the validation period for the offer. In the offer lines, in the Type field, select the Variant, Item or Retail Group you want to include in the offer. Fill in the Number. Enter the necessary information in each line, for example determining, in the Line Group field. You can set up different line groups by left clicking on the Line Group field and select the option Go to Main Table. Here you can set how many lines with this group it takes to Mix & Match to match. For a better overview you can assign colors to the line groups.
5. 6. 7. 8.
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9. Click the Functions button. In the Number of items needed field you define how many items are needed to fulfill the mix & match feature. 10. If you have selected the discount type Line spec. for the mix & match on the Price/Discount tab, you can set the discounts or prices per line. 11. If you want to activate the offer now, select the Enable option in the Status field on the General tab. Repeat steps 6 to 10 for each variant, item or retail group you want to include in the mix & match offer. There are different types of mix & match offers: A certain number of items in the mix & match offer are sold for the price or discount defined by the group as a whole, the total price or discount is always the same. Each item in the Mix & match group has an individual discount or a deal price applied if a certain number of the item is sold, the total price varies depending on which item is sold. The least expensive constituent line of the Mix & match group is free, enabling you for example to give a two for the price of one discount. Line specific discount.
NOTE: Once you have set up a periodic offer, you need to change its status from disabled to enabled in order for it to be valid at the POS terminals. The new unit prices will be valid as soon as replication of the enabled offer has taken place and the date/time of the validation period is valid. You can change the status from disabled to enabled, and back to disabled as many times as needed. A periodic offer cannot be changed while its status is enabled. You can delete a disabled discount offer, but you must be aware of the consequent loss of statistical information. The Groups to distribute to on a promotion defines in which stores the promotion shall be valid. In order to get the correct result you should make sure that the groups contain the correct stores.
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Lab 6.1 Black Friday discounts

Scenario Bike department is going to discount BMX biking items
For this year's black Friday Peter is going to set up a 30% discount for all the BMX biking items. All the stores open at 4 AM, and the discounts should be effective only till 4 PM. Set up the discount period and create a discount offer for BMX biking division group.
Step by Step - Promotion Creation

You are setting up a new retail item which is a Childrens shoe. We will start by creating variant information and a retail group and use the settings on the retail group to create the item. 1. Create a Discount period for Black Friday. a. Retail headquarters > Setup > General > Discount period b. Click the New icon. c. Create the Discount period number. d. Set Description field to Black Friday discounts. e. Set starting date = 11/25/2011. f. Set ending date = 11/25/2011. g. Set starting time = 4:00 AM. h. Set ending time = 4:00 PM. i. Select Time within bounds checkbox. j. Click the Save icon.
k. Close the Discount period form 2. Create a Discount offer for Black Friday. a. Retail headquarters > Common Forms > Discount offer b. Click the New icon. c. Set Description field to Black Friday discounts. d. Set Discount pct. field to 30% e. Select the Discount period number for Black Friday discounts
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f. g. h. i.
Click in the lower grid and click the New icon. Set Type to Division group Set Item relation to AC100 Click the Save icon.
3. Enable the Discount offer for Black Friday. a. Set Status field to Enabled b. Click the Save icon.
Test Your Knowledge Price Management

Question
What sort of price changes can you manage on the POS ___________________________________________________________________________________ ________________________________________________________________
Question
What is Unit of Measure in Retail Headquarters used for? ________________ ( ) a. Selling items in different units ( ) b. Measuring different units ( ) c. Creating different prices for different units, for instance a single beer and a six-pack of beers, that are priced differently
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Question
Describe what happens regarding offers if you take out the checkmark in the Time within bounds? __________________________________________________ __________________________________________________ __________________________________________________
Question
You can set up promotions for? ________________________ ( ) a. Items only ( ) b. Items, Retail groups, Retail departments and All items ( ) c. Retail groups only ( ) d. Retail departments only
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CHAPTER 7: BAR CODE MANAGEMENT

Objectives
After completing this chapter, you will: Be able to use bar codes effectively to sell items and item variants Learn about the difference between using standard bar codes and in-house bar codes and how to master both.
Introduction
Microsoft Dynamics AX for Retail Headquarters supports bar codes/PLUs for several features. In a business, it might be necessary to register retail items, either by using standard bar codes or by using in-house bar codes. The Retail Headquarters system supports both of these. It also provides support for: Bar Code Creation Bar Code Checking Creating bar codes manually is prone to errors. In many cases, the program can make the task of entering bar codes for items easy. Note that the item name cannot be a barcode so that the POS is uniquely identifying the item. The steps that must be carried out when setting up bar codes are as follows: Order 1 2 3 4 5 6 7 Task Setting Up Bar Code Mask Characters Setting up Bar Code Masks for Standard Bar Codes Setting up Bar Code Masks for Inhouse Bar Codes Setting Up Bar Code Checking Entering Bar Codes/PLUs for Retail Items Entering Bar Codes for Retail Variants Entering Bar Codes Including Price Mandatory No No If using in-house bar codes If using bar code checking Yes If using bar codes for variants If using bar codes including price
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Standard Bar Code Support
Bar codes often have a fixed structure, like UCP or EAN standard bar codes. If one sets up bar code generation and checking for a retail group, the program can detect errors in the input, and also; simplify the task of creating bar codes for each item in the retail group. For example, using EAN standard bar codes, with modulus check digit as the last digit, the system can automatically check the validity of the bar code input, and if necessary calculate the check digit and convert the input into a standard EAN bar code. The Retail Headquarters system supports the following standard bar code creation and checking: EAN 8 EAN 13 UPC A UPC E
Using ones own EAN license number for creating bar codes in a business, the license number in the EAN License No. field can be registered in the Retail Setup window.
In-house Bar Codes

It is possible to set up bar code creation and checking in-house bar codes. Then bar codes are created and used in this company only. This is for example used for item registration, customers bar code numbers and coupon numbers. It is recommended to use a fixed structure for in-house bar code, using a specific bar code mask and a check digit to avoid conflicts. The fixed structure includes for example a prefix that is reserved and used mainly for internal use. Whether a fixed structure is needed for in-house bar codes depends on the settings of the scanners on the POS terminals. Some scanners only validate bar codes with a specific format and check digits. The POS system supports input from scanners that read in the whole bar code number and check the bar code's check digit. When setting up bar codes and bar code masks one should be aware of the settings of the scanners the system will be using.
Bar Code Masks

To be able to create bar code masks for items and retail groups, one must set up bar code mask characters. Bar code mask characters are alphabetical letters that make up Bar Code Masks. When the program generates a bar code from the input typed in as bar code and uses its bar code mask as guide, it replaces the characters in the mask with the appropriate numbers or checks that the input corresponds to the type of mask character. If an item bar code mask contains item variant digits, the program can automatically generate bar codes for the item to represent all combinations of size, color, configuration and/or style.
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Manual
To Set Up Bar Code Mask Characters: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS > SETUP > GENERAL > MASK CHARACTERS. Press CTRL+N to create a new bar code mask character. In the Type field, select what the character should signify. In the Character field, the preferred character to use is entered. In the Description field, one can enter an instructive comment on the use of the particular bar code mask character.
For each bar code mask character you want to set up repeat steps 2 to 4.
NOTE: There are twelve types of bar code mask characters one can set up for item bar codes: Item: representing the item number Any Number: representing any digit in the bar code created Check Digit: representing the check digit in a fixed format bar code mask Variant Digits: that is; Size, color, configuration and Style Digits; representing item variants EAN License Code: representing an EAN license number in a bar code mask Price: representing price in bar code Quantity: representing quantity in bar code Employee: to specify employee numbers Customer: to specify customer number When bar code masks for general use are set up, for example for coupons or data entry bar codes that one might not want to check against any bar code standards, bar code masks with non-fixed format are used. To Set Up Bar Code Masks: 1. Click RETAIL HEADQUARTERS > SETUP > GENERAL > BARCODE MASK SETUP. The Barcode Mask Setup form is displayed. 2. Press CTRL+N to create a new bar code mask. 3. In the Mask id field, enter the mask id. 4. Fill in the Description field. 5. In the Type field, select a type representing the bar codes created by the mask, for example, the Item option. 6. Fill in the Prefix field, with any value according to EAN standard. Prefix is defined per company. 7. To set up the Segments of Mask move the cursor the lower section of the form and press CTRL+N to create the first segment. 8. The Segment Num is assigned automatically to the field. 9. In the Type field select the type of the segment that should be included in the bar code mask. 10. In the Length field insert the number of characters that are needed in the segment. 11. For special types like Price and Quantity define the number of decimals. Steps 8 to 11 are repeated for each segment that is set up. One must remember to keep the latest segment free for a check digit, with the type Check Digit and the length 1.
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In-house Bar Codes
It is possible to set up bar code creation and checking in-house bar codes. Then bar codes are created and used in this company only. This is for example used for item registration, customers bar code numbers and coupon numbers. It is recommended to use a fixed structure for in-house bar code, using a specific bar code mask and a check digit to avoid conflicts. The fixed structure includes for example a prefix that is reserved and used mainly for internal use. Whether a fixed structure is needed for in-house bar codes depends on the settings of the scanners on the POS terminals. Some scanners only validate bar codes with a specific format and check digits. The POS system supports input from scanners that read in the whole bar code number and check the bar code's check digit. When setting up bar codes and bar code masks one should be aware of the settings of the scanners the system will be using. If you choose to use a bar code mask for items with variants, you can let the program generate the bar codes necessary to represent each size, color, configuration and style combination. If you do not use bar code masks for item variants, you need to type in the bar code for each variant combination that is for all possible size, color, configuration and style combinations. It is therefore recommended to use bar code masks for item variant bar codes. To Set up Bar Code Masks for In-house Bar Codes: 1. Click RETAIL HEADQUARTERS > SETUP > GENERAL>BARCODE MASK SETUP. The Bar Code Mask Setup form is displayed. 2. Press CTRL+N to create a new bar code mask. 3. In the Type field, select a type representing the bar codes created by the mask, for example, the Item option. 4. In the Mask id field, enter the mask id. 5. Fill in the Description field. 6. Fill in the Type field. If you are setting up a bar code mask for retail items, you select the Item option. 7. Fill in the Prefix field. According to the EAN13 standard in-house bar codes should have the prefix 02 or other prefixes reserved for in-house use and therefore it is recommended to do so to comply with the EAN13 standard. 8. To set up the Segments of Mask move the cursor to the lower section of the form and press CTRL+N to create the first segment. 9. The Segment Num is assigned automatically to the field. 10. In the Type field select the type of the segment you want to include in the bar code mask. 11. In the Length field insert the number of characters you want to have in the segment. Repeat steps 8 to 11 for each segment you want to set up. Remember to keep the latest segment free for a check digit, with the type Check Digit and the length 1. NOTE: The bar codes 020-029 and 200-299 are the ones that are reserved for restricted distribution, usually for internal use, according to GS1-US.
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NOTE: If you want to construct a bar code mask that includes size, color or style digits, the corresponding variant groups must be assigned to the retail group. The program will compare the length of No. in Bar code for the sizes, colors or styles to the number of size, color, configuration and size digits respectively. They need to be of exactly same length. Example Here is an example of how to set up in-house bar code masks. Before reading the examples you might want to get familiar with the possible bar code mask characters. 02IIIIIICCSSM This is an EAN 13 standard bar code mask, including the in-house item number - 6 digits(IIIIII), two color digits(CC), two style digits(SS) and the check digit(M).
Standard Bar Codes

Bar codes usually follow standards, like the EAN standard bar codes. If you have your own EAN license number and are creating bar codes in your business, you can register the license number in the EAN License No. field in the Retail Setup window. To Set up Bar code Masks for Standard Bar codes: 1. Click RETAIL HEADQUARTERS > SETUP > GENERAL>BARCODE MASK SETUP. The Bar Code Mask Setup form is displayed. 2. Press CTRL+N to create a new bar code mask. 3. In the Type field, select the Item option. 4. In the Mask id field, enter the mask id. 5. Fill in the Description field. 6. Fill in the Type field. If you are setting up a bar code mask for retail items, you select the Item option. 7. Fill in the Prefix field. You must set up the prefix according to the standards you are using. 8. To set up the Segments of Mask move the cursor to the lower section of the form and press CTRL+N to create the first segment. 9. The Segment Num is assigned automatically to the field. 10. In the Type field select the type of the segment you want to include in the Bar code Mask. 11. In the Length field insert the number of characters you want to have in the segment. Repeat steps 8 to 11 for each segment you want to set up. Remember to keep the latest segment free for a check digit, with the type Check Digit and the length 1.
NOTE: Prefixes for standard bar codes can be country specific.
For further information about bar code standards please refer to GS1.
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Bar Code Checking

If you want to use bar code checking, for example for checking in-house bar codes, created and used in your company only, then you must place a checkmark in the Bar Code Checking field for each retail group you want to check bar code masks for. If you are using standard bar codes EAN 8, EAN 13, UPC-A and UPC-E, or in-house bar code mask with the prefix 02 or equivalent prefix and the length 13, the system can automatically check the validity of the bar code input, and if necessary, calculate the check digit and convert the input into a standard EAN bar code. You can set bar code checking up for up for retail groups. It is important to set up the bar code checking and generation for the retail group before you assign to it the appropriate retail items. You can also change or add a bar code mask at retail item level. To Set Up Bar Code Checking: 1. Click RETAIL HEADQUARTERS > SETUP > ITEM> RETAIL HIERARCHY. 2. Browse to the retail group, for which you want to activate bar code checking. Right click the retail group and select Go To The Main Table. 3. Place a checkmark in the Use EAN standard bar code field on the General tab if the bar codes for the items that belong to the retail group should generally follow the EAN standard for bar codes. The program will copy this field into the Use EAN standard bar code field for the items you assign to this retail group.
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4. Fill in the Bar code setup field with a selected bar code mask from the Bar code Setup form to have the program check each digit of the bar code typed in against the corresponding bar code mask digit and generate missing digits according to the mask.
NOTE: The Bar code setup for bar codes with price or quantity/weight must be set to No bar code in order to avoid the system to refuse the bar code.
Bar code/PLU Registration

It is possible to register a bar code/PLU for a retail item, which will represent the item at the POS terminals. If you are using variants and a bar code mask has been set up for the item or the retail group, you can let the system create bar codes automatically. To Enter Bar Codes/PLUs for Retail Items: 1. Click RETAIL HEADQUARTERS> RETAIL ITEMS. The Retail Items form is displayed. 2. Browse to the desired item. 3. Click SETUP > BAR CODES.
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4. 5. 6. 7.
Press CTRL+N to enter a new bar code for the item. Select the Bar code setup. In the bar code field, enter the item bar code. If you want this bar code/PLU number to be shown in the Bar code field in the Retail Item form (Item), place a checkmark in the Show for item field. If no bar code number has this field check marked, the program automatically shows the item bar code with the lowest number for the item.
Repeat steps 4 to 6 for each bar code you want to assign to the item.
To Enter Bar Codes Including Price or Quantity/Weight: 1. Click RETAIL HEADQUARTERS > RETAIL ITEMS. The Retail Items form is displayed. 2. Fill in the Retail group code field by selecting retail group that has a checkmark in the Bar code Checking field. 3. Click RETAIL HEADQUARTERS > SETUP > ITEM > BARCODE, the Item barcode form is displayed. 4. Fill in the Bar code number field with a bar code number, 13 digits long for the EAN13 standard. 5. Insert the bar code with the prefix followed by the item number (as it is in the actual bar code) and followed by zeros (0) for the price/quantity and the check digit. NOTE: Since Microsoft Dynamics AX allows item numbers of type code but EAN 13 bar codes can only contain numbers, the item number in the bar code does not need to match the item number of the item. The system will detect the item by the link of the bar code. The Bar Code Setup needs to be with No Bar code since the bar code check would fail otherwise.
Variant Bar Codes

If you choose to use a bar code mask for items with variants, you can let the program generate the bar codes necessary to represent each size, color, configuration and style combination. If bar code masks for item variants are not used, one needs to type in the bar code for each variant combination that is for all possible size, color, configuration and style combinations. It is therefore recommended to use bar code masks for item variant bar codes. To Enter Bar Codes for Variants: 1. Click RETAIL HEADQUARTERS > RETAIL ITEMS. The Retail Items form is displayed. 2. Browse to the item, for which you want to enter bar codes. Make sure that the item belongs to a size, color, configuration and/or style dimension group otherwise it will not have any variants. 3. Click SETUP > ITEM DIMENSION COMBINATIONS. The Item Dimension Combinations form is displayed. 4. Click Create Combinations. The layout of the Create combinations window depends on which variant groups the selected item belongs to. Select or deselect sizes, colors,
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combinations and styles as appropriate, and then click Create. The system will create an item variant for each size/color/style combination selected.
5. Back in the Retail Item form (Item), click SETUP > BAR CODES. 6. Click FUNCTIONS > CREATE/UPDATE BARCODES. 7. If the retail group, to which the selected Item belongs, does not have a predefined bar code setup, select a relevant bar code setup in the Bar code setup field. 8. Click Create. A bar code will be created for each variant. When not using bar code masks for variant bar codes it is possible to type in the bar code for each item variant combination and assign Variants to it.
To Enter Bar codes for Variants not Using Barcode Masks: 1. Click RETAIL HEADQUARTERS > RETAIL ITEMS, the Retail Items form is displayed. 2. Browse to the relevant item. 3. In the Retail group field on the Retail tab, select a retail group that has variant groups but no bar code mask assigned. 4. Click Create combinations. The layout of the Create combinations window depends on which variant groups the selected item belongs to. Select or deselect sizes, colors, combinations and styles as appropriate, and then click Create. The system will create an item variant for each size/color/style combination selected. Click ITEM > VARIANTS > CREATE/UPDATE VARIANTS. The form is displayed. 5. Back in the Retail Items form, click SETUP > BAR CODES. 6. Press CTRL+N to create a bar code and fill in the Variant number by selecting the variant. The relevant variant code fields will automatically be filled in. 7. Fill in the Bar code field with the relevant bar code.
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Conclusion
Using standard Bar codes effectively is a useful tool for sales. Sometimes creating an in-house barcode can be a good option. Retail Headquarters supports bar codes/PLUs for several features and good knowledge of the pros and cons of in-house Bar codes can prevent wrong use of an otherwise helpful tool.
Lab 7.1 Creating an in-house bar code
Scenario
Chris, the procurement manager has got a large order of in-house branded Adventure works men's sneakers (item 0159). He needs to set up size-specific in-house bar codes for the shoes. To achieve that it is necessary to create a barcode mask and generate the barcodes.
Step by Step - Item Barcode creation

1. Create a barcode mask that contains size information. a. Retail headquarters > Setup > General > Bar code Mask Setup b. Click the New icon. c. Set Mask ID to InHouseSZ d. Set Description to In-house size barcode e. Set Type to Item f. Set Bar code standard to UPC A g. Set Prefix to 03 h. Click the Save icon. i. Click on the lower grid and click the New icon. j. Set field Length to 7 k. Click the New icon. l. Set Type to Size Digit. m. Set Length to 2 n. Click the New icon. o. Set Type to Check Digit. p. Set Length to 1
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Manual
q. Close the Bar code Mask Setup form. 2. Attach the Bar code Mask Setup to standard bar code setup. a. Basic > Setup > Bar code setup b. Click the New icon. c. Set Bar code setup field to InHouseSz d. Set Description to In-house barcode plus size e. Set Bar code type to UPC A f. Select the previously created bar code mask in Mask field g. Set Size field to 12
3. Generate the barcodes for the item a. Retail headquarters > Common forms > Retail items b. Select item 0159 c. Click Setup > Bar codes
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d. Click Functions > Create/Update bar codes e. In Bar code setup select InHouseSz
f. Click Create g. Click Yes h. Close the infolog and inspect the barcodes
Test Your Knowledge Bar Codes
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Question
If you create an in-house bar code for some item ( ) a. You can more the items to another store and sell them without conflicts ( ) b. You are risking conflicts if you move them to another store
Question
What are Bar code masks? They are ________________ ( ) a. Bar codes of a different standard ( ) b. Bar codes without checkmarks ( ) c. Alphabetical letters that are replaced by bar codes
Question
When are bar code masks with non-fixed format used? They are used ( ) a. Never ( ) b. When code masks for general use are set up, for example for coupons or data entry barcodes that one might not want to check against any bar code standards.
CHAPTER 8: STATEMENTS
Objectives
After completing this chapter, you will: Learn how to select the correct procedures for different types of stores Be able to manage the end-of-day procedures Use statements as an effective tool
Introduction
When transactions from the POS terminals have been received In Microsoft Dynamics AX for Retail, a statement can be created, calculated and then posted. Statements can be posted at user defined intervals, for example; one statement a day. Statements are used to calculate the amounts in all POS transactions that have been created within defined range and register the counted tender types. The statement includes transaction
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for the period in that specific statement. When all the necessary information is gathered and all counted amounts have been registered the statement is ready to be posted resulting in creation of inventory and financial transactions being created In Microsoft Dynamics AX for Retail.
Setup/Configuration
Parameters
There are various parameters that can be set on the Posting tab of the RBOParameters form that affect the posting... Click RETAIL HEADQUARTERS>SETUP>PARAMETERS and select the Posting tab.
Post periodic discounts Option to post periodic discounts Ledger account type If Standard is selected the periodic discount amounts are posted into ledger accounts set up for standard discounts. If Periodic is selected specific ledger accounts can be set for each of the three periodic discount types. Post infocode discount this will post discounts issued from infocodes. Bank drop this will sum up amounts from banked transactions when posting to the General Ledger. Safe drop this will sum up amounts from safe drop transactions when posting to the General Ledger.
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Gift card item item that represents all issued gift cards. Automatic settlement automatically settle the customer invoice and payment transactions. Detail level summation of General Ledger transactions. Receipt option If POS is selected then receipt is only printed on POS. If email is selected it will be sent to the customer by email. If both are selected both options will apply. Voucher transactions Gives the option of aggregating the transactions being posted at the time of posting a statement. These include sales revenue, taxes, customers, inventory transaction and more. This option speeds up the posting process and lowers the volumes of transactions created. Post journals when invoicing purchase When a purchase order is created the related transfer orders created from Cross-docking get posted. Parallel processing To create and post sales orders in parallel Maximum sales orders per task Controls how many sales orders would be processed by a single batch framework task
Store configuration
Click RETAIL HEADQUARTERS>SETUP>STORE>STORES>OPEN STATEMENTS and select the Statement/Closing tab,
Statement Method
There are three ways that can be used to summarize statement lines when a statement is calculated: Staff
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POS terminal Total
Using the Staff method

When the Staff method is used the statement calculation will create one line for each tender type used in the transactions that is part of the statement, per staff member. Thus you can view the total results of tender types for each staff member. This option is used when the intention is to have staff members accountable for the tenders they receive.
Using the POS Terminal method

When the POS Terminal method is used the statement calculation will create one line for each tender type used in the transactions that is part of the statement, per POS terminal. Thus you can view the total results of tender types for each POS terminal. This option is used when cashiers share a register and the total amount of tenders received can be from sales from multiple staff members.
Using the Total method

When the Total method is used the statement calculation will create one line for each tender type used in the transactions included in the statement.
Closing Method
There are two options to define what transactions get included in the statement: Date and Time POS Batch
Date and Time

By using this option the transactions that get included in the statement are all the transactions for the store that are within the date and time range defined and are not already part of another statement. The default range is the full day of the statement creation.
POS Batch
By using this option the transactions that get included in the statement are all transactions for the store that belong to POS batches that are not already part of another statement. Date and Time filter can also be used here. By using this closing method it is guaranteed that all transactions that belong together will belong in the same statement.
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Processes
Close POS Terminals
If declaring tender on the terminal, perform a tender declaration on each POS terminal before closing. If using the statement closing POS Batch then close the batch before ending a shift or closing the day.
Inventory Update
There is a process to update the inventory without posting the statement. This basically means that the physical inventory is reserved. Then at a later time when the end of day statement is posted, the financial side is posted (revenue, issue, consumption, tax and so on).
Create statements
You can either create a new statement for the store, or use an existing statement that has not been posted. If there is a calculated statement that the user wants to use then it should first be cleared and recalculated. To Create Statements Manually: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS. In the Store number field, select the relevant store number. Press CTRL+N to create a new statement. If needed, fill in the Trans. from date and Trans. ending date fields on the Setup tab. Fill in other fields as needed.
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Calculating Statements
When you have created a statement you need to calculate the statement. To Calculate Statements: 1. 2. 3. 4. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS. Browse to the relevant statement. Click FUNCTIONS>CALCULATE STATEMENT. When prompted with a message, click Yes.
When you calculate a statement, the program does the following: 1. It finds all transactions for the store selected in the statement that do not have a statement number and are within the range defined by the closing method and marks them with the statement number. If the Closing method is Date and Time, the user can define a date and time range. By default the range will include all transactions until end of the day the statement was created. If the Closing method is POS Batch, the system will only include transactions that are part of a closed POS Batch. The user can also define a date and time range for the closed POS Batches. By default the range will include all POS Batches that are closed before the end of the day the statement was created.
It is also possible to filter on a specific terminal or a specific staff member depending on the statement method that is used. 2. It calculates the total tendered amounts from the transactions and inserts the results into the statement lines. If the Statement method is Total, it creates a line for each tender type in the transactions. If the Statement method is Staff, for each staff member it creates a line for each tender type in transactions performed by the staff member.
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If the Statement method is POS Terminal, for each POS terminal it creates a line for each tender type in transactions performed on the POS terminal.
Note that accounts are not updated until the statement has been posted.
Clear Statement
If you have already calculated a statement and either want to delete the statement or recalculate, you first have to clear the statement. Clearing a statement results in taking the statements marking of the transactions included, so the transactions can be calculated again in the same or other statements. There is no limit on the amount of times an unposted statement can be recalculated.
Declaring/Re-declaring Tender at headquarters

When you have declared tender on the POS terminals you might want to change the tender declaration at the headquarters and after calculating the statement. To Declare/Re-Declare Tender at headquarters: 1. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS, the Statements window appears. 2. Browse to the relevant statement. 3. For the statement line you want to change the tender declaration for you can type the total amount directly in the counted amount field if the Counting required check box is set for the tender type. For cash tender the Cash declaration can be used. a) Click the Cash declaration button on the lower part of the window. The Cash declaration window appears. This will create a new tender declaration In Microsoft Dynamics AX for Retail and the sum will go to the counted amount field.
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b) Fill in the new tender declaration for the statement lines, for the relevant coins and notes. For each combination of a coin/note and a default amount select the quantity of the coins/notes in the Quantity field. c) You can see the results of the re-declaration in the bottom line marked as Total. d) When you have re-declared, click OK.
Posting Statements
In order to post calculated statements into the ledger accounts, item ledgers, customer ledgers, VAT ledgers and other related tables, posting groups and ledger account links must be properly set up for items, accounts, stores and tender types. When you have created and calculated the statement, review the results and fill in the counted amount as needed. The counted amount will be filled in with the total transaction amount for tenders where counting is not required. For those where counting is required it will be filled in with the tender declaration done at POS or with 0 if tender declaration was done on POS. You can recalculate and update the counted amount declared on the POS terminal. Posting statement results in the following: Issue, consumption, sales revenue, tax, customer payment to account, tender type payment, discounts and penny differences. This refers to the financial postings. There is also the physical inventory. It is posted here unless it has already been posted with a run of the inventory update job (this means that accurate inventory statistics is available before the end of day statement is posted).
To Post Statements: 1. Click RETAIL HEADQUARTERS >JOURNALS >OPEN STATEMENTS. The Statements form appears. 2. Browse to the relevant statement. 3. If you want to declare or re-declare tender, you can fill in the counted amount field or click the Cash declaration button to re-declare Tender in store. This can be done whether tender has been declared on the POS terminals or not. 4. On the Transaction status tab, check if any errors have been reported in the relevant transactions and fix those errors if needed. You must respond to transaction in the Items/Bar codes not on file. 5. Click FUNCTIONS >POST STATEMENT >YES.
NOTE: When you block a customer or an item, it will not be in effect on the POS terminals until after the next time this information is replicated into the POS terminal databases. The blocked items and customers can be viewed from the Open Statements window that opens the Statements form. When you post, the program will temporarily unblock the item or customer while the posting takes place, therefore, you do not need to act upon blocked items or customers before posting.
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Batch Framework
Inventory update, Statement creation, calculation and post can all be defined and run automatically in the batch framework. Go to RETAIL HEADQUARTERS >PERIODIC >POS POSTING.
No client is needed to run in the batch framework and the tasks can run in parallel. That means each statement is a batch task so we can calculate and post statements in parallel.
Form for the Batch Query:
Queries can be used to set up the processes based on stores or store groups. If no filter is used the processes will run for all stores. Two new fields on store form are used when calculating statements in the batch framework.
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A custom 24-hour period can be set up for the store. For example, if the store closes at 3 A.M., you can specify that the 24-hour period ends at 3 A.M., so that statement calculation includes transactions up until that time. If Staff/Terminal field is checked then when calculating the statement it will create statements depending on the Statement method set up for the store as follows: 1. If Total then one statement with statement lines for each tender type. Works the same as when the field is not checked. 2. If POS Terminal then it will create one statement for each terminal in the store. 3. If Staff then it will create one statement for each staff member in the store. This is useful for stores with high volumes of data since instead of one big statement being created and posted we get many statements split up by Terminal or Staff and thus can calculate and post them in parallel.
Receipts
You can reprint all receipts printed on the POS terminals in the Retail headquarters. To Reprint Receipts: 1. Click RETAIL HEADQUARTERS >INQUIRIES >TRANSACTIONS. The Transactions window appears. 2. Browse to the relevant transaction and click REPORTS >PRINT COPY.
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Viewing Transactions
From RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS it is possible to view all retail transactions that have been replicated into AX. From RETAIL HEADQUARTERS >JOURNALS>OPEN STATEMENTS it is possible to view the retail transactions that have been consolidated into the statement. From the posted statement you can view the retail transaction that have been consolidated into the statement and also the General Ledger transactions (revenue, tax and other transactions) created as part of the statement posting.
Viewing POS Batches

From RETAIL HEADQUARTERS >COMMON FORMS>POS BATCHES it is possible to view all closed POS Batches that have been replicated into AX.
POS Batches are created on POS and include transactions that belong together like opening amount, sales transactions and tender declaration. The POS Batch also includes summarizations of various amounts from the included transactions. The summarizations can be viewed in the Details tab and the included transactions from the Inquiry button. Typically a new batch is created at the beginning of a shift or when starting a new day. When a shift is ended or day is closed (depending on how the store procedures are) the batch gets closed and a new one starts with the next transaction that happens on the POS. POS Batches are used in statements when the closing method is POS Batch.
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Z-Report for a batch can be printed from the POS Batches form.
Conclusion
There are many useful tools and procedures that the Store owner can use for end-of-day procedures, viewing transactions and managing statements in many different ways. By selecting the ideal settings for each store the best results should be accomplished.
Lab 8.1 Posting a statement for store 10

Posting Statements
Megan, the store manager of Store 10 needs to create a statement at the end of the day.
Step by Step - Statement posting

1. Posting sales at the POS. a. Start Retail POS Desktop > Retail POS b. Log in with operator ID 20001 and password 456 c. Enter 0001 into Bar code or quantity field d. Click Exact button e. Enter 0002 into Bar code or quantity field f. Click Exact button 2. Closing the batch at the POS. a. Click Manager b. Click Close Batch c. Click Yes 3. Pull transactions from POS to Microsoft Dynamics AX for Retail. a. In Microsoft Dynamics AX for Retail go to Retail scheduler > Common forms > Scheduler job b. Select Job number P-1001 a. Click Functions > Run Retail Scheduler Job directly b. Click Yes c. Close Scheduler Job form 4. Calculate and post the statement a. Retail Headquarters > Journals > Open statements b. Select S0010 from the Store number drop down c. Click the New icon. d. Click the Save icon. e. Click Functions > Calculate statement f. Click Yes g. In the lower grid set field Counted to be equal to Transaction amount field
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h. Click Functions > Post statement i. Click OK j. Close the infolog.
Test Your Knowledge Store Management
Question
Which closing methods are available for stores? ________________ ( ) a. Date and Time ( ) b. POS Batch ( ) c. Both a and b
Question
On what occasions can you re-declare tender in Store? ________________ ( ) a. Never ( ) b. Any time after you have declared tender on the POS terminals, after calculating a statement and before posting you can declare tender In Microsoft Dynamics AX for Retail (anytime).
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Appendix A: Changes and New Features
Aggregation
Retail Headquarters -> Setup / Parameters,
If the check box of Voucher transactions under Aggregation is checked, then at the time of posting the transactions being posted will be aggregated. These include sales revenue, taxes, customers, inventory transactions and more. This option speeds up the posting process and lowers the volumes of transactions created.
Batch Framework
Inventory update, Statement calculation and post can run in the batch framework. Opened from the main menu.
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No client is needed and the tasks can run in parallel. That means each statement is a batch task so we can calculate and post statements in parallel.
Form for the Batch Query:
Queries can be used to set up the processes based on stores or store groups. If no filter is used the processes will run for all stores. Two new fields on store form are used when calculating statements in the batch framework.
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A custom 24-hour period can be set up for the store. For example, if the store closes at 3 A.M., you can specify that the 24-hour period ends at 3 A.M., so that statement calculation includes transactions up until that time. If Staff/Terminal field is checked then when calculating the statement it will create statements depending on the Statement method set up for the store as follows: 4. If Total then one statement with statement lines for each tender type. Works the same as when the field is not checked. 5. If POS Terminal then it will create one statement for each terminal in the store. 6. If Staff then it will create one statement for each staff member in the store. This is useful for stores with high volumes of data since instead of one big statement being created and posted we get many statements split up by Terminal or Staff and thus can calculate and post them in parallel.
Appendix B: Setup and Configuration

Retail Parameters Posting Tab:
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Store Statement/Closing Tab:
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Tender Type Posting Tab:
Appendix C: Locations of Forms and Functionality

Below are the locations of the forms/functionality. This can for instance be used for the Transaction form opened from main menu or from Statement; Voucher form opened from Posted statement form; Retail Sales open from main menu and Update inventory process. Transaction Form Opened from Main Menu:
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Transaction Table and the Vouchers for the Specific Statement:
Update Inventory Process:
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CHAPTER 9: INFOCODES
Objectives
After completing this chapter, you will: Learn how to set up infocodes. Be able to define subcodes. Understand how to connect infocodes to other infocodes. Be able to assign infocodes to POS terminal activities, tender types, customers, retail items and Income/expense accounts.
Introduction
Infocodes contain additional information on transactions made at the POS terminals. When you assign an infocode to certain actions, that is, when returning goods, voiding a transaction or selling a specific item, the POS terminal system prompts the cashier for an input. Infocodes can also be used automatically by the system without prompting the cashier, for example when assigning application entries to vouchers and gift cards. In all instances, you must assign infocodes to objects, such as customers or tender types, in order to use them. You can assign a specific type of input to the infocode, such as a numeric, an item number, a date, a customer number, staff ID or some predefined information subcode like a postal code or a reason code.
Information Subcodes
You can set up infocodes with a number of predefined inputs called information subcodes. By using information subcodes, the POS terminal system will only accept an input of the type defined by the information subcode.
Infocode Linking
You can link an infocode to another infocode. This allows having more than one infocode assigned to predefined POS activities like voiding and returns. You can define if information is printed on the customer receipts and which information as well as how often the system should prompt for an input. When you have set up infocodes, you can assign them to: Retail Items Tender Types
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Customer Accounts Income/Expense Accounts POS Activities
Setting Up Infocodes
Before you can assign infocodes to objects such as customers and retail items you must set up the infocodes. To Set Up Infocodes: 1. 2. 3. 4. 5. Click RETAIL HEADQUARTERS>SETUP>GENERAL>INFOCODES. The Infocodes form is displayed. Press CTRL+N to create a new infocode. Fill in the Infocode number, Description and Input type fields. If the infocode should prompt the cashier, fill in the prompting message in the Prompt field. If input from cashier is required, fill in the Input field on the General tab. There are several settings for the input. Input type can for instance be Numeric, Text, Age limit, Date and a Subcode list.
6. It is possible to link infocodes to Date, Gender, Gift cards and other criteria.
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7. Use the Value settings if limits like amount, quantity, minimum or maximum value or length are required. 8. Fill in the remaining fields only when needed.
Information Subcodes
You can set up infocodes with a number of predefined inputs called information subcodes. By using information subcodes, the POS terminal system will only accept an input of the type defined by the information subcode.
To Set Up Information Subcodes: 1. Click RETAIL HEADQUARTERS>SETUP>GENERAL>INFOCODES. The Infocodes form is displayed. 2. Select or set up the infocode you want to create information subcode for. The option in the Input type field must be either Subcode list or Subcode buttons.
3. Click SETUP>SUBCODES. The Information subcodes form is displayed. 4. Fill in the Subcode number and Description fields. 5. Fill in the other fields as needed. Repeat steps 4 to 5 for each information subcode you want to set up for the infocode.
Infocode Assignment
You can assign infocodes to POS activities using the POS functionality profile. When you have assigned POS functionality to a store, all POS terminals in the store have the same infocodes assigned.
POS Terminal Activities

Before you can assign infocodes to POS terminal activities you must set up the infocodes.
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To Assign Infocodes to POS Terminal Activities: 1. Click RETAIL HEADQUARTERS>SETUP>POS>FUNCTIONALITY PROFILES. The POS Functionality profile form is displayed. 2. On the Infocodes tab, fill in the fields representing each of the POS terminal activities by selecting the relevant infocode.
Tender types
You can assign infocodes to tender types and specific cards. Before you assign infocodes to tender types you must set up the infocodes. To Assign Infocodes to Tender Types: 1. 2. 3. 4. 5. 6. Click RETAIL HEADQUARTERS>SETUP>STORE>STORES. The Stores form is displayed. Browse to the relevant store. Click SETUP>TENDER TYPES. Browse to the tender types, to which you want to assign infocode(s). Click SETUP>INFOCODES. Fill in the Infocode number field by selecting the relevant infocode.
Repeat step 6 for each infocode you want to assign to the tender type.
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NOTE: If you want to assign an infocode to a card you must carry out the first three steps. Then in step four, browse to the tender type representing cards and then click SETUP>CARD SETUP. From the Card setup window click SETUP>INFOCODES and assign infocodes to the card from there.
Income/Expense Accounts
You can assign infocodes to income and expense accounts. Before you assign infocodes to income or expense accounts you must set up the infocodes. To Assign Infocodes to Income/Expense Accounts: 1. 2. 3. 4. 5. 6. Click RETAIL HEADQUARTERS>SETUP>STORE>STORES. The Stores form is displayed. Browse to the store, for which you want to assign infocodes to income/expense accounts. Click SETUP>INCOME/EXPENSE ACCOUNT. Browse to the account, to which you want to assign infocodes. Click SETUP>INFOCODES. Fill in the Infocode number field, by selecting the relevant infocode.
Repeat step 6 for each infocode you want to assign to the selected account. Repeat steps 4 to 6 for each account, to which you want to assign infocodes.
Customers
You can assign infocodes to specific customers and then the cashier can be prompted to select a customer in the system. Before you can assign infocodes to customers you must set up the infocodes.
To Assign Infocodes to Customers: 1. Click ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. The Customer form is displayed.
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2. Browse to the relevant customer and click SETUP>INFOCODES. 3. Press CTRL+N to insert a new entry. 4. In the Infocode number field, select the relevant infocode. Repeat steps 3 and 4 for each infocode you want to assign to the customer.
Retail Items
You can assign infocodes to retail items. This is for example useful if you want the system to prompt for a serial number, or if you want to sell a warranty with the item. Before you can assign infocodes to retail items you must set up the infocodes. To Assign Infocodes to Retail Items: 1. 2. 3. 4. 5. 6. Click RETAIL HEADQUARTERS>RETAIL ITEMS. The Retail Items form is displayed. Browse to an item, to which you want to assign infocodes. Click SETUP>INFOCODES. Press CTRL+N to enter a new infocode. Fill in the Infocode number field by selecting the relevant infocode. Fill in other fields as needed.
Repeat steps 5 and 6 for each infocode you want to assign to the item.
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Conclusion
By using infocodes it is possible to send messages to cashiers as well as customers, print information and use the same infocodes for more than one purpose. Assigning infocodes to POS activities the correct message reaches the cashier at the right moment, and by selecting to print out information on the customers receipt a lot of information is passed with minimum effort.
Lab 9.1 Create an Infocode

Scenario
When launching a series of sports shops in Rhode Island, Stewart wants to make the most of infocodes functionality to help his staff to work fast. Set up a cross-sell infocode that adds bat grip tape, whenever a maple baseball bat is sold.
Step by Step - item cross-sale infocode

1. Create an infocode with an cross-sale a. Retail headquarters > Setup > General > Infocodes b. Click the New icon. c. Create a new line:
d. Click Setup > Subcodes e. Create the following lines:
f.
Close Information subcodes and Infocodes forms
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2. Attach the infocode to the item a. Retail headquarters > Common forms > Retail items b. Select item 0044 c. Click Setup > Infocodes d. Click the New icon. e. Select the previously created infocode f. Select Input required checkbox g. From When required dropdown select Always
Test Your Knowledge Infocodes
Question
In which of these actions would you use infocodes where the POS terminal system would prompt you? _____________ ( ) a. When returning goods, voiding transaction, selling a specific item ( ) b. Assigning application entries to vouchers and gift cards
Question
When you have set up infocodes, you can assign them to, name three out of five: ___________________________________________________________
Question
What is the predefined information subcodes used for? _______________ ( ) a. By using the information subcodes the POS terminal system will only accept an input of the type defined by the information subcode. ( ) b. By using the information subcodes the POS terminal system will know if an infocode is needed or not. ( ) c. By using the information subcodes the POS terminal system will only accept an input of the type defined by the infocode.
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Question
How do the infocodes work if you assign infocodes to POS activities using the POS functionality profile and have assigned it to a store?______________ ( ) a. You have to decide which of the POS terminals in the store have the infocodes. ( ) b. All the POS terminals in the store have the same infocodes assigned. ( ) c. Both a. and b.
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CHAPTER 10: ITEM IMPORT

Objectives
After completing this chapter, you will learn: How to set up item import correctly. How to handle importing items from vendors. Using the item import hierarchy. Verification procedures in main tables used for item import. Troubleshooting techniques for errors in item import.
Introduction
The Item import functionality is used to import data files from vendors and create and update items. The files from the vendors typically contain vendor item numbers, bar codes, descriptions, retail group, size and color information, purchase price and sales price. The Item import imports the files into an Import journal where the user can error check, correct and finalize the information before the items are updated to the item table. The Item import process inserts/updates the item table, sales prices, purchase prices, bar codes, and variants. The vendor files can also be used to create purchase orders. For each vendor that sends data to be imported, it is necessary to set up various parameters, such as an item hierarchy, sales price calculation rules etc. When data has been imported to an import journal, the user will error check and correct the item information, before the journal is posted. When a journal is posted, items will be created or updated, new variants including color, size and styles, bar codes and sales- and purchase prices will be inserted into the standard AX system. Steps taken when importing an item file from a vendor: 1. Item data can only be imported into a valid Item import journal, which has a vendor specified. 2. All imported files which have not previously been transferred to an Import journal can be selected and transferred to an Item import journal. 3. If the item already exists in the database, the existing price is found. 4. Next the calculation of the new sales price takes place. 5. Each line is checked for errors and if an error is found the line is flagged.
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Import Setup
When working with item and order import all functions relating to those tasks are accessible from the RETAIL HEADQUARTERS>PERIODIC>ITEM/ORDER CREATION Before items or orders can be processed the system needs to be set up. Setup can be accessed from RETAIL HEADQUARTERS>SETUP>ITEM/ORDER CREATION.
Vendors
Before starting the setup make sure that the vendor from which the data is to be imported is properly set.
Information concerning retail vendors is set in the Retail tab of the Standard AX vendors form in Accounts payable. This is mainly information used in the item import process. Most of the item import setup relating to the vendor can be accessed from the Import-menu button in the Vendors form. To Set Up Information on a Vendor: 1. Click ACCOUNTS PAYABLE>VENDOR DETAILS. The Vendor form appears. 2. Browse to the relevant vendor.
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3. Select the Retail tab.
Fields in the Vendor Table

There are quite a few fields relating to item import set on the vendor. Below is a list and description of the fields in the vendor table: Name Type Width Description Exchange rate which is fixed for a period of time (for example season) and used for calculation of (local) sales price based on the suggested retail price. This field holds a number series to create an item number for the imported items. This feature is needed when a vendor doesnt provide a bar code for the item or the Use vendors item number seq. field is selected. When this field is marked all items
Fixed exchange rate
Decimal
Item number sequence Use prefix for
String Boolean
10
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item number from this vendor will get a two digit alpha-numeric prefix. The prefix is defined in the field Item number prefix. There are two cases of usage for the prefix: Case 1: If the vendor provides an item number the system will create a new item number by putting the prefix on the vendor item number. (That is: Item number prefix=AB and Vendor Item No. = 123 then the item number created = AB123). Case2: If an item number is created from number series the number series should start with the prefix and the rest of the number series should be numerical. (That is: Item number prefix=AR the number series could have Starting No. = AR00001 and Ending No. = AR99999). NOTE: By defining the Item number prefix even if it is a part of the number series, it is not possible to use this prefix for other vendors. If this field is selected an item number is created using the number sequence specified in the Item number sequence-field. However if it is not selected the item number is created using the standard number sequence for item number. The prefix used in conjunction with the field Use prefix for item number. The same prefix cannot be used for more than one vendor. This is the default used for Purchase unit for imported items from this vendor. This is the default used for Sales unit for imported items from this vendor. This field is used in conjunction with
Use vendors item number seq.
Boolean
Item number prefix
String
Purchase unit Sales unit
String String Boolean
10 10
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the field Bar code number sequence and determines if a bar code should be created if it is missing. This field holds a number series to create a bar code for the imported items. This feature is needed when a vendor doesnt provide a bar code for the item. The option string is Own, 3rd party and Concessions. If a Size code needs to be created automatically for a Vendor, it will have the value of this field as a prefix. If a Color code needs to be created automatically for a Vendor, it will have the value of this field as a prefix. This is the prefix for the concession sales statistics files. The path where concession sales statistics files are written Used in conjunction with service category
Create bar code if needed
Bar code number sequence Vendor type
String Enum
10
Size prefix
String
Color prefix File prefix Concession file path Service category
String String Path String
2 10 255 10
Item Import Hierarchy Setup

The Item import hierarchy setup is used to match the vendors item hierarchy to an existing retail group in Microsoft Dynamics AX for Retail system. The Retail group is found during the transfer of an item into the item import journal. It can be changed before the item is actually created.
To Define Item Import Hierarchy Setup: Click RETAIL HEADQUARTERS>SETUP>ITEM/ORDER CREATION>ITEM IMPORT HIERARCHY SETUP.
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Fields in the Item Import Vendor Hierarchy Setup Table

Following is a list of all the fields in the Item import vendor hierarchy setup table. Name Vendor account Hierarchy Level 1 Hierarchy Level 2 Hierarchy Level 3 Hierarchy Level 4 Level 1 Name Level 2 Name Level 3 Name Level 4 Name Retail group Name Modified date and time Modified Time Modified by Type String String String String String String String String String String String Date Time String 10 Width 10 10 10 10 10 30 30 30 30 10 30 Description Vendor account number. Code for the first level of the hierarchy from the vendor. Code for the second level of the hierarchy from the vendor. Code for the third level of the hierarchy from the vendor. Code for the fourth level of the hierarchy from the vendor. Name for the first level of the hierarchy from the vendor. Name for the second level of the hierarchy from the vendor. Name for the third level of the hierarchy from the vendor. Name for the fourth level of the hierarchy from the vendor. Retail group id Name of the retail group. Date of last change. Tem of last change. The ID of the user who last changed the
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entry.
Mandatory Check Item Import Journal

In order to create or update an item correctly the mandatory check functionality should be used. The setup for this can be accessed from the item import journal table as described in section Mandatory Check Setup.
Imported Files
The form displays all data that have been imported into AX for item and purchase order creation. The form contains a header section and a lines section. There is one header line for each file that has been imported into AX and the lines section contains one line for each item variant that is imported into AX. The form is entirely locked and cannot be updated manually in any way.
Fields in the Import Table

Here is a list of the fields in the header table for the imported files (AX name FSHImportTable): AX field name importedFileId Name Imported file id Vendor account number File Name Type String Width 10 Description Unique number for the imported file. Account number of the vendor providing the file. Name of the imported file. Status of file in import journal possible values are: None, In journal, Deleted from journal, Posted from Journal Status of file in import journal possible values are: None, In order, Deleted from order, Posted from order The purchase id if purchase order was created The import journal id if file has been transferred to an import journal
VendAccount Filename
String String
10 260
statusInPurchaseOrder
Status in item import journal
Enum
Status in purchase statusInItemImportJournal order
Enum
PurchId
Purchase Id
String
20
JournalId
Journal Id
String
10
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Fields in the Import Trans Table

Here is a list of the fields in the lines (trans) table for the imported files (AX name FSHImportTrans): AX field name importedFileId VendorItemId ItemBarCode ItemName Name Imported file id Vendor Item Number Bar code Item name Fabric composition Invent size name Invent size id Invent size text Invent color name Invent color id Invent color text Invent style name Invent style id Invent style text Vendor Hierarchy Level 1 Vendor Hierarchy Level 2 Type String String String String Width 10 10 80 30 Description Unique number for the imported file. The vendors internal item number. Item bar code Vendor description of item. Additional description of item ( fabric composition). Name of size for item variant. Size id for item variant. Description of size 30 10 Name of color for item variant. Color id for item variant. Description of color 30 10 Name of style for item variant. Style id for item variant. Description of style Code for the first level of the hierarchy from the vendor. Code for the second level of the hierarchy from the vendor. String 10
fabricComposition InventSizeName InventSizeId InventSizeTxt InventColorName InventColorId InventColorTxt InventStyleName InventStyle Id InventStyleTxt
String String String Memo String String Memo String String Memo
30 30 10
vendorHirarchyLevel1
String
10
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Vendor Hierarchy Level 3 Code for the third level of the hierarchy from the vendor. Code for the fourth level of the hierarchy from the vendor. For Debenhams Items this field is stored in the Description 3 of the Item. Vendors code of the season the item belongs to. The purch unit for the item. The sales unit for the item. This is the vendor purchase price. It is used for price calculation when the suggested retail price is not present. This is the suggested retail price in the vendors currency determined by the field Currency code on the Retail tab in the vendors form 30 30 30 30 10 Description of the Vendor hierarchy level 1. Description of the Vendor hierarchy level 2. Description of the Vendor hierarchy level 3. Description of the Vendor hierarchy level 4. Number of the vendor holding the item. ID of the user which imports the file into the journal. This ID will also be kept in the posted
String
10
Vendor Hierarchy Level 4
String
10
seasonCode PurchUnit SalesUnit
Season Code Purch unit Sales unit
String String String
10 10 10
PurchPrice
Vendor Purchase Price
Decimal
suggestedRetailPrice level1Name level2Name level3Name level4Name
Suggested Retail Price Level 1 Name Level 2 Name Level 3 Name Level 4 Name Vendor account num
Decimal String String String String String
Imported by User ID
String
20
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table Item import ledger entries. The purchase id if the line has been put into a purchase order. The import journal id if the line has been transferred to an import journal Status of file in import journal possible values are: None, In journal, Deleted from journal, Posted from journal Status of file in import journal possible values are: None, In order, Deleted from order, Posted from order Unique line number for the journal.
PurchId
Purchase Id
String
20
JournalId
Journal Id
String
20
statusInPurchaseOrder
Status in item import journal Enum
Status in purchase statusInItemImportJournal order LineNum Line No.
Enum *i
Item Import Journals

The form contains all journals posted and unposted for item import into AX.
Get Import Lines

When items are to be imported from a vendor a new line is created in the item import journal and a vendor account is selected. Next a file must be selected to be transferred from the imported files table to the journal. This is done by selecting RETAIL HEADQUARTERS>PERIODIC->ITEM/ORDER CREATION->ITEM IMPORT JOURNAL->FUNCTIONS>GET IMPORT LINES.
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When this action is selected a form is displayed showing all files that have been imported for the vendor who is selected in the journal and that have not been previously imported to a journal. One or more files can be selected to be imported to the journal. If one or more file has been selected the import lines button is activated and when clicked the lines from the imported files will be imported to item import journal. During this process item number is either found or created, sales price is calculated and the retail group is found.
Sales Price Calculation

When a line is imported into a Journal the system will determine the Unit price in these steps. 1. Check the Vendor Sales Price Margin using the Suggested Retail Price. 2. Check the Suggested Retail Price. 3. Check the Vendor Sales Price Margin using the Vendor Purchase Price.
Check the Vendor Sales Price Margin Using the Suggested Retail Price
If the sales price has not been found and the Item Import Journal line has a value in the Suggested Retail Price, the following is done: 1. The function tries to find a record in the Vendor Sales Price Margin table. It uses the Vendor No., Business Code, Division Code, Retail group Code and the Retail department Code. 2. If such a record does not exist, it tries again without the Retail department Code, then without the Retail group Code, then without the Division Code, then without the Business Code. 3. If a record was found in the Vendor Sales Price Margin table using this method, the new sales price is then calculated by multiplying the Suggested Retail Price from the Item Import Journal Line with the Suggested Retail Price Factor from the Vendor Sales Price Margin record. This is then multiplied with the Fixed Exchange Rate from the Item Import Vendor Setup table.
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Check the Suggested Retail Price
If the sales price has not yet been found and the Suggested Retail Price field is filled out in the Item Import Journal, the following happens: The system finds the new sales price by multiplying the Suggested Retail Price from the Item Import Journal line with the Fixed Exchange Rate from the Item Import Vendor Setup.
Check the Vendor Sales Price Margin Using the Vendor Purchase Price
If the sales price has not yet been found and the Vendor Purchase Price is filled out in the Item Import Journal, the following happens: The function tries to find a record in the Vendor Sales Price Margin table. It uses the Vendor No., Business Code, Division Code, Retail group Code and the Retail department Code. If such a record does not exist, it tries again without the Retail department Code, then without the Retail group Code, then without the Division Code, then without the Business Code. If a record was found in the Vendor Sales Price Margin table using this method, the new sales price is then calculated by multiplying the Vendor Purchase Price from the Item Import Journal Line with the Purchase Price Factor from the Vendor Sales Price Margin record. This is then multiplied with the Fixed Exchange Rate from the Item Import Vendor Setup table.
Mandatory Check Setup

Under the Functions button on the Item import journal, you select the Mandatory check setup form to set up a mandatory check for the journal. List of fields in the item import journal lines can be defined in the Mandatory check setup.
The field called Check for is an option field and all the options are shown. If a selected field in the item import table is code or text, Not blank or Blank can be used. If the selected field is numeric, Not zero and Zero can be used. If the Option in the Check for column is Constant or One of, value must be specified.
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The same mandatory check setup applies for all lines in the item import journal. Error checking is automatically called after data has been transferred into the import journal and also every time an import line is updated in the journal. If an error is found during error checking the line is marked with a red flag and an error description is written to Log tab. When the line is error free the error description is cleared and the line is unmarked and can be created in the Item Table (Invent table). For convenience there is a filter which can be used to display error lines only or all lines. In the log tab one line is written for each error detected in the line: The same error checking facility can be accessed from the Retail item form under the Functions button. Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called. If an error is detected an infolog window is displayed listing all errors. After an item is created, it is good practice to check the items using the FUNCTIONS >ERROR CHECK button. An infolog is displayed if not all the conditions in the mandatory setup are met.
Error Check
This menu option allows the user to check the current journal for errors. The entire journal is checked for errors at a time. The error check routine is automatically run for the journal after the import and also if any field is modified in the import journal.
Recalculate Salesprice
This function recalculates the sales price in all lines in the journal using the steps described above.
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Delete Lines
This function deletes all lines from the journal.
Posting a Journal
When all the lines in the journal are error free and the sales price (unit price) is correct the journal can be processed. This is done by selecting the Post journal menu item. A form is displayed which allows the user post all items or only selected items from the item journal. The Processing of an Item Journal Line is done in the Following Steps: 1. The Error check routine is run for the journal. Error lines are skipped from the posting process. 2. Item table is checked for the item number if it is not found it is created. 3. Purchase and sales location is created if not found. 4. If the vendors item number is not found in the external item number table it is created. 5. Color, size and style are created if not found. 6. Bar code is created if it is not found. When all lines of the Journal have been processed, the journal is marked as having been posted.
Conclusion
Item import is guideline for importing items from vendors and provides detailed tables for all input and actions required at each stage of the procedure. This is a delicate and error prone process so it is important to follow the criteria at each stage.
Lab 10.1 Item validation rules for item importer

Scenario
At Adventure works, when importing items, certain validations must take place. Microsoft Dynamics AX for Retail is used to check for the following: Blank Not blank Zero Not Zero Constant One of Now you need to create a mandatory setup for item number 0008. 1. Setup the following mandatory setup for the item:
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a. b. c. d. Retail headquarters > Common forms > Retail items Select item 0008 Click Functions > Mandatory check setup In the Field number dropdown select NetWeight
e. Net weight must not be zero. f. Close the Mandatory check setup form 2. Check the item. a. In the Retail items form click Functions > Check item b. Verify that the validation fails
3. Insert a net weight of 3 and re-run the validation. a. Close the infolog b. In the Retail items form Click Setup tab c. Set Net weight field to 3 d. Click Functions > Check item
The validation for the imported files is used in item/order import feature, found under: Retail Headquarters > Periodic > Item/Order creation > Item import journal
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Test Your Knowledge Item Import

Question
What inserts/updates does the Item import process? ________________ ( ) a. Inserts/updates Item table, infocodes, bar codes and variants ( ) b. Inserts/updates Item table, sales prices, purchase prices, bar codes and variants ( ) c. Inserts/updates Item table, sales prices, purchase prices, special offers and periodic offers
Question
What is needed to import Item data into a valid Item import journal from a vendor? ____________ ( ) a. Vendor has to be specified ( ) b. More than one vendor has to be specified
Question
What happens when an error is found in lines after importing an item file form a vendor ___________________ ( ) a. Nothing ( ) b. The line is flagged ( ) c. Not possible to continue
Question
Posting a journal the processing of an Item Journal Line is done in six steps mending errors and creating missing info, name at least four: __________________________________________________________________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________
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CHAPTER 11: REPLENISHMENT

Objectives
After completing this chapter, you will: Use Size, color, configuration and style curve to decide the weight of each variant of items with variants and use this information for most effective replenishment. Learn the basic replenishment and cross docking rules and their priorities over other rules. Use Buyers push in the different ways available.
Introduction
The location - in this context the same as warehouse - replenishment curve is used when Items are distributed automatically to stores. If the item that needs to be distributed has variants, the combination of the location replenishment curve and the size/color/style curve is used to determine the quantity that is allocated to each location or store. This is done in a two-step process. First a purchase order is created with purchase lines using the sum-tab in the purchase order form. When a line is created in this way, additional lines are automatically created using the size/color/style for each variant of the item. The line quantity is based on the calculation using the replenishment rules. The second step is to go through the cross docking form and allocate the quantity to be distributed to the stores using location weight or replenishment rules. Before creating the purchase order with lines based on size/color/style curve the weight of size/color/style and combinations has to be specified.
Item package
Sometimes the items need to be ordered in a certain combination of thereof or as a set of particular variants. To speed up the entry of purchase orders you can define an item package. Further when filling in purchase order lines you can use a function Create lines from package to populate the lines of the purchase order with the contents of the package.
Size, color and Style Curve

The size/color/style curve is linked to an item with variants. It defines the internal weight of each variant in respect to quantity, that is the most popular or common variant has the highest weight.
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Weights are set on color, size and style group lines and get inherited to the corresponding inventory dimension values on the item. The total weight for a variant is the multiple of the inventory dimension weights.
To Set the Weight of the Color, Size and Style Group lines: Click RETAIL HEADQUARTERS>SETUP>ITEM>COLOR GROUP | SIZE GROUP | STYLES GROUP.
These weights are used to initialize the weight field for color, size or style defined on the item: RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>COLOR | SIZE | STYLE
The default weight on the individual item can be overwritten at will. When an item combination is created for each Item: RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>ITEM DIMENSION COMBINATION, the weight is initialized from the weights defined for color, size and style. All weight values can be overwritten to change the total weight of the item combination: Example: A shirt has Size dimension with 4 values: S, M, L and XL. For each size value of S sold, the aim is to sell 2 pieces of M, 4 pieces of M, 3 pieces of L and 1 piece of XL. To represent this as a size/color/style curve, variant S should have the value 1, variant M value 2, variant L 4 and variant XL 3 in the Total Weight field.
Purchase Order Using Color/Size/Style Curve

The size/color/style curve can be used to suggest order quantity of item variants. A regular purchase for a vendor is created. The user can create a regular purchase line but if he or she wants to split it up by variants using the size/color/style curve he or she goes to the sum-tab in the purchase order lines. If he or she enters a quantity here for the item for example 200 units the system automatically creates purchase lines for each variant. For a particular item it will create 10 pieces of variant with size 38, 20 pieces of variant with size 36, 30 pieces of variant with size 34 and 40 pieces of variant with size 32.
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Location Replenishment Groups

Location replenishment groups and rules are set up by going to RETAIL HEADQUARTERS>SETUP>REPLENISHMENT. Replenishment groups are created as required. When the necessary replenishment groups have been created the groups are connected to a warehouse by going to INVENTORY MANAGEMENT>SETUP>INVENTORY BREAKDOWN>WAREHOUSES. If a warehouse is of type store (is to be used as a store in the replenishment) then the field Store must be checked on the General tab. All locations marked Store will appear in the Cross docking and Buyers push forms. A weight for the location can be entered for each location and this weight is used when calculating the distribution of quantity between different locations. The button Warehouses in the Replenishment groups form opens the Warehouse form with all warehouses which have this replenishment group selected displayed in the grid.
Replenishment Rules
The Replenishment rules form contains a header section and a lines section. The replenishment rule lines can be either of type group or location. When a Group or Location is selected in the Type column, the next step is to select the relation Type. If Group is selected as the relation type the Relation field will show a list of replenishment groups. Otherwise if Location is selected the Relation field is showing a list of locations/warehouses. When this is done fields Default weight and Default percent are automatically initialized and all lines are recalculated accordingly. If a location has been selected the weight of that location is set in default weight but if a group is selected the sum of all locations containing that group is set in default weight. When the value of relation is changed all lines are automatically recalculated. The default values can be overridden by manually setting the value in the field weight. When this is done the percentage for each group/location is calculated and displayed and all lines are recalculated. DFD Replenishment rules can be set on the retail group: RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY, locate the RETAIL GROUP on the hierarchy. Right click Go To The Main Table. Replenishment rules are set on the General tab. Replenishment rules can be set on retail department: RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY, locate the RETAIL DEPARTMENT on the hierarchy. Right click Go To The Main Table.
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Replenishment rules are set on the General tab.
Cross Docking
With cross docking the user can choose to distribute items from the warehouse specified in the purchase order lines directly to stores via a transfer order. The main cross docking form is accessible from the purchase order form HEADQUARTERS>PERIODIC>REPLENISHMENT>PURCHASE ORDER, select a purchase order, click FUNCTIONS>CROSS DOCKING. The Purchase order form has a Simple/Advanced option set by a right panel button so make sure you are in the Advanced view. The form displays each purchase line from the purchase order with the purchase quantity and the quantity that has been set for cross docking. The locations grid lists all warehouses that are marked as Stores along with the quantity set for cross docking for each warehouse. A value can be entered manually for each line or the Update lines function can be used. One transfer order gets created for each warehouse. It is possible to view the transfer order by clicking the Transfer order button. To have the quantity calculated automatically by using either replenishment rules, location weight or fixed quantity, click the Update lines button and the form below will be displayed.
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Here it is possible to choose to have the calculation work on all the lines in the purchase order, only the lines for the selected item and its variants or only the line for the selected variant. This is done by clicking on Select all lines, Item and Variants or Item and current variant. It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. By making changes either here or on the cross docking form the journals are automatically updated. An alternative way to start the cross docking process is to select Create cross docking under the Functions button on the Purchase order form (FUNCTIONS > CREATE CROSS DOCKING). This will call the Update lines form directly and initialize the location field with the value set in the location field on the Retail-tab on the purchase header. From there the user can select to calculate the lines and create the transfer orders.
Cross Docking Using the Replenishment Rules

When using the Replenishment rules the items will be distributed to the locations defined in the appropriate replenishment rule and quantity divided according to the setup on the replenishment rule. If the purchase order being cross docked has a service category defined and the service category has a replenishment rule defined then that replenishment rule is used. If the replenishment rule is not found in the service category then the system will check for a replenishment rule defined on the retail group or retail department for the items.
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Cross docking Using Location Weight
When using the Location Weight the items quantities will be distributed based on the weights set up for the warehouses being distributed to.
Cross Docking using Fixed Quantity for All

When using the Fixed quantity for all the item quantities will be distributed equally amongst all the applicable locations.
Cross Docking from Planned Purchase Orders

Orders created from planned purchase orders in the Master Planning system can be cross docked directly using the cross docking functionality. In order to do this a Service Category has to be set up for the vendor which is being purchased from. The Service category field for the vendor is located in the Replenishment field group on the Retail-tab on the Vendor form.
Service Category Setup

The service category form can be accessed under RETAIL HEADQUARTERS>SETUP>REPLENISHMENT>SERVICE CATEGORY. In this form a service category can be defined. The Local delivery date is the number of days added to account for the time to transfer the items from the main warehouse to the store. The Sales date is the number of days added from the item arrives in the store until it can be sold in the store. The dates are displayed and can be overwritten on the Retail tab in Purchase Order form. If a Cross docking warehouse is defined for a service category an automatic cross docking operation is performed when firming a planned order from the master planning system. If the cross docking warehouse is the same as being used for the planned purchase no cross docking is performed. If an item is being purchased, for example to the location Store1 then this location is set on the location field in the purchase header and subsequently used when the cross docking is performed.
Posting Cross Docking

When a purchase order or a packing slip is posted and the field Post journals when invoicing purchase on the Posting tab of Retail Headquarters parameters form is checked all related journals will also be posted.
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Buyers Push
The buyers push is used to distribute items from a warehouse to the stores. The quantity to distribute is either entered manually or calculated automatically using the same methods as in cross docking.
Buyers Push Form

The Buyer push form can be accessed from the Retail Items form under FUNCTIONS> BUYERS PUSH and from RETAIL HEADQUARTERS>PERIODIC>REPLENISHMENT>BUYERS PUSH.
Buyers Push from Item

When this form is entered lines will be displayed for each variant that the item has and the location field will be initialized from the default warehouse for purchases. The quantity on hand for the selected warehouse is displayed in the grid along with the quantity set for distribution. In the locations-grid all warehouses marked as stores are displayed.
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Manual
The quantity for distribution to each store can either be entered manually or through the Update lines feature which works the same way as in the cross docking process.
Unlike in the cross docking the transfer journal is not created until the Create transfer button is pushed. Then a separate transfer order is created for each location with a journal line for each variant specified in the buyers push lines. When the transfer orders have been created they can be accessed from the Transfer order button on the Buyers push form.
Buyers Push from Menu

When the buyers push form is entered from RETAIL HEADQUARTERS > PERIODIC > REPLENISHMENT >BUYERS PUSH the form contains a header grid. Here buyers push with many different items can be created. When an item is created one line for each variant is automatically created. Lines can then be deleted at will. When the transfer orders have been created they can be accessed from the Transfer order button on the Buyers push form.
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Conclusion
Replenishment rules are useful and necessary to keep your stores and warehouses in order. The tools Retail Headquarters provides makes it easier to master this often complicated task, by using tools as the size/color/style curve for variants, setting the accurate replenishment rules and cross docking as well as using the buyers push in correct way.
Lab 11.1 Replenishment Curves and Cross Docking

Scenario 1
Chris, the procurement manager needs to quickly place a purchase order for a thousand of men's sneakers. He wants to make sure that the correct sizes are ordered, as determined in the size group.
Step by Step - Quick purchase order creation with a breakdown per size
1. Create a new Purchase order a. Retail headquarters > Periodic > Replenishment > Purchase order b. Click Advanced button c. Click the New icon. d. Select Vendor 000001_045 e. Click OK
f. In the lower pane, click Sum tab g. Click the New icon. h. Set Item number field to 0159 i. Set Quantity to 1000 j. Set Unit price to 2 k. Click Lines tab The system has broken down the total quantity of 1000 down to each individual variant:
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Scenario 2
In anticipation of the delivery of a thousand pairs of men's sneakers ordered above, Chris wants to create a set of transfer orders to different stores, according to existing replenishment rules.
Step by Step - Create cross docking

1. Create a cross docking a. Open the previously created purchase order b. In the upper pane click button Functions > Create cross docking c. Set Quantity to distribute field to 1000 d. In Distribution radio button group, select Replenishment rules
e. Click OK f. Close the infolog
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2. View cross docking a. In the same purchase order, in the upper pane click button Functions > Cross docking
b. Close the Planned cross docking form 3. Processing cross docking a. In the same purchase order click Posting > Packing slip b. Enter all in the Packing slip number field
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c. Click OK
Now the system has automatically created transfer orders to the stores to distribute the ordered quantity.
Test Your Knowledge Replenishment

Question
Which variants have the highest weight in the size/color/style curve as described here: The combination weigh is made up from the multiple of color, size and style group lines? _________________________ ( ) a. The most popular or common variant.
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( ) b. The least popular or common variant.
Question
In which cases are Replenishment rules used and when is Cross docking using Fixed quantity for all the better option? _______________________________________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ __________________________
Question
What is the Buyers push used for? _________________________ ( ) a. Buyers push is used when a buyer wants to control the orders; an example is if he or she wants to decide what is purchased and kept in a warehouse. ( ) b. Buyers push is used to distribute items from a warehouse to the stores.
Question
How is Buyers push from Menu different from Buyers push from Item? _________________________ ( ) a. Buyers push with many different items (one line for each item) can be created when you use Buyers push from Menu but lines will be displayed for each variant that the item has when you use Buyers push from Item. ( ) b. Buyers push with many different items (one line for each item) can be created when you use Buyers push from Item but lines will be displayed for each variant that the item has when you use Buyers push from Menu. ( ) c. Buyers push from Menu is only used for whole menus, not for items.
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CHAPTER 12: TABLE DISTRIBUTION

Objectives
After completing this chapter, you will learn how to: Transfer data, using table distribution from tables to the specific locations. Use data distribution groups in Microsoft Dynamics AX for Retail
Introduction
The ability to select which data is sent to which locations is one of the key abilities of Microsoft Dynamics AX for Retail. The distribution of data can be configured in detail even down to individual records. This allows the retailer to select exactly which data will be sent to each location. In practice there are two main reasons why retailers use this feature: If data should be available selectively in each database. A good example is if prices are not the same between stores and stores should not see each others prices. If the network infrastructure is not able to handle the amount of data that is sent to each store without some sort of filtering. In this case the data distribution helps by reducing the amount of data that needs to be sent to each store.
Data Distribution Basics

The Table Distribution setup window is where the core configuration is made. In this window the hierarchy that is used to select how the data is distributed is created. To access the Table distribution form:
RETAIL SCHEDULER >SETUP >TABLE DISTRIBUTION.
For a tree view the Tree control checkbox must be checked:
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As stated above, the purpose of the Table Distribution setup is to create a hierarchy which is used to distribute data to the different locations. You can also think of this window as a list of rules which determine how the data is distributed. But what happens if no rules are specified? In the case of no rules being specified in the Table Distribution setup window the system assumes that all data should be sent to all locations. This means in short that if you do not specify how a table should be distributed, the system will distribute the table to all locations. Note that this only refers to the distribution; the actual replication of the table is a different matter which is not covered here. Just note that the contents of the table will not magically appear in the destination database. In order for that to happen you have to create a replication job for the table in question. So what does the distribution mechanism control then? The distribution mechanism controls how Actions are created in the systems. Retail AX includes a logging mechanism that makes it possible to keep track of which records in the database have changed. This is a very useful feature since it allows us to send only changed records to the destination locations instead of the whole table. There are two types of actions in the system Preactions and Actions. Preactions are a subset of the Actions. The Preactions tell us which records have changed, which user changed the record, the time and date when the change took place and so on. The Actions contain one additional field which is the Location Group Filter. This field tells us how the record should be distributed. So in addition to the information from the Preaction now it is also known where to send the actual record. Preactions are the default logging mechanism in the system. They are created each time you modify a table that is used by Retail AX. In order to create Actions you need to run a conversion routine that converts Preactions to Actions. This conversion can be scheduled to happen automatically but it is also possible to run it manually.
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Data Distribution Groups in Retail AX
Data Distribution Group Basics

Data Distribution groups are mainly used to group the distribution locations of stores together. By grouping stores we make the task of assigning Data Distribution to records easier, since we do not have to specify the Data Distribution for each store, but for a group of stores. Data Distribution groups are similar to mail groups. Once the mail group has been created we can assign recipients to it. The same goes for distribution groups, but instead of assigning recipients we assign stores.
Data Distribution Groups

Data Distribution Groups A data distribution group consists of a group and a subgroup. The group can have one or more subgroups. There are two options that are available for the distribution groups. The NoFilter option is used in defining the Member list For ALL distribution groups and ALL distribution subgroups. This list allows records to be sent to all receivers in the system. Only one distribution group may be assigned this option. The DefaultGroup option is used in defining the default Group that will be used to initiate a newly created stores distribution group. This group sees to it that all stores are automatically added to the distribution system. Data Distribution Subgroups A data distribution subgroup is the second level in the distribution groups. The subgroup can have one or more members. There are three options that are available for the distribution subgroups. The NoFilter option is directly linked to the distribution group NoFilter option and as stated above will contain all Members in the Distribution Groups. The Default Group option can be assigned to one subgroup under each distribution group and will contain a list of all members that have been assigned to the distribution Group. The GroupsDistributionLocation option indicates that the subgroup was auto generated from the Distribution Location and will also contain a member marked as DistributionLocation. Data Distribution Members A data distribution member is directly linked to the distribution locations. The user is able to manipulate this list, by adding or removing distribution location.
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Data Distribution Locations A distribution location can be manually created by the user or auto generated by the creation of both Stores and POS Terminals and can be viewed as a location with its own database and it is here where the user will configure the database connection. Please refer to the user manual for more information. Distribution Locations have distribution groups and if set will result in the automatic creation of a subgroup and member for the specified location and in turn will receive an entry in the Distribution List. Please refer to the Data Distribution Configuration Quick Guide for more information. The ability to specify sub locations for a specific Distribution Location allows us to include additional locations within a single Distribution Locations distribution structure. For example we might have a Data Distribution Hierarchy that is structured around the retail store, the sub locations allow us to specify all the POS terminals for our store which means that they will receive exactly the same data as the store itself but will not need to be a part of the distribution hierarchy structure. Retail Stores When creating a store it will inherit the distribution groups marked with default group. This will result in the creation of a distribution location and it will receive the distribution group from the store resulting in the creation of subgroup/member and distribution list entry. You can access the Stores window by clicking RETAIL HEADQUARTERS>SETUP>STORES>STORES. The Stores form will appear.
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Here we can see that store S0001 has been created and the Distribution group initiated with the Data Distribution Groups default group. The distribution location for this store has been created automatically by the system. You can access the automatically created Distribution Location window by clicking SETUP>DISTRIBUTION LOCATION. The Distribution Location form will appear.
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Here we can see that the distribution location has been created, with the distribution group initiated to that specified on the store. This means that a Data Distribution Subgroup and Member have been created for the Distribution Location. You can access the Distribution Group window by clicking RETAIL SCHEDULER>SETUP DISTRUBTION GROUPS. The Distribution Groups form will appear. Then you can access the Data Distribution Subgroup window by clicking GROUP>SUBGROUPS. The Distribution Subgroup form will appear. Then you can finally access the Data Distribution Members window by clicking Member list. The Distribution Members form will appear.
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You will notice that the Distribution Group entry STORES is marked as a Default group, then the Distribution Subgroup entry S0001 marked as Group is dist location and finally You can see that the Distribution Member entry S0001. In addition to the automatic creation of the Distribution Subgroup and Member the Distribution Location record receives a Distribution List entry for the newly created Subgroup and Member. You can access the Distribution List window by selecting the Distribution Location record and clicking SETUP>LOCATION DISTRIBUTION. The Distribution List window appears.
Here we can see that the Distribution Locations Distribution Group and the auto generated Distribution Subgroup have been set in the Distribution List entry. Retail Terminals You can access the POS Terminals window by clicking RETAIL HEADQUARTERS>SETUP>STORES>POS TERMINALS. The POS Terminal form will appear.
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The form contains various copy functions that allow you to copy the whole pos, only filed definitions, or only receipt header/footer. Here we can see that terminal 0410 has been created and assigned to store S0004. The distribution location for this terminal has been created automatically by the system. You can access the automatically created Distribution Location form by clicking RETAIL SCHEDULER>DISTRIBUTION LOCATIONS. The Distribution Location form will appear.
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Scheduler Parameters You can access the scheduler parameters window by clicking RETAIL SCHEDULER>SETUP>PARAMETERS. The Retail Scheduler Parameters form will appear.
You can specify how long the messages and logs will be kept on the Data deletion tab.
Configuring Table Distribution

First it is useful to revisit the first Table Distribution setup form shown earlier.
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Table distribution is the hierarchical distribution scheme for the head-office database. For each table included in the table distribution, you specify the type of distribution that occurs. You also define the parent-child relationships for the tables in the table distribution. The decision on how to distribute the data in a table depends on the purpose of the table. For example, the Product Posting Group table should be distributed to all distribution locations. The Item table might have a more selective data distribution, depending on the selection of items in the stores. Here the hierarchy with the Store (RBOStoreTable) table at the top is shown. The level below the Store is the Store Group Members (RBOStoreGroupTrans) table, below that is the Store Group (RBOStoreGroup), below that there is the Assortment (RBOAssortmentItemList) table and below the Assortment table a number of tables related to items in general. Note that the top node is DRMDistributionLocation (each store is a distribution location) and the Distribution type is set to By distribution groups But what does this mean? This hierarchy tells us how Actions will be created when converting Preactions to Actions. Since the only additional information contained in the Action is how the record should be distributed, we only need to look through the Table distribution setup in order
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to figure that out. And remember that if no entry for the table in question is found in the Table distribution setup we simply send it to all locations. So what happens if we change a table, say the Trade Agreement (PriceDiscTable) table? First of all we get a Preaction telling us exactly which record in the Trade Agreement table has changed. But since we want to distribute the trade agreement selectively we need to convert the Trade Agreement Preaction to an Action. During the conversion process the system looks up all entries of the Trade Agreement table and by looking at the figure above we can see that there are two entries. You will notice that the first entry is linked to the root node Price Group (PriceDiscGroup). We also see that the second Trade Agreement table is as top node. Once we have climbed to the top of the hierarchy we expect to find information on how the table should be distributed. For the default configuration PriceDiscGroup is set to All distribution locations and PriceDiscTable is set to By distribution groups. What this means is that Trade Agreements assigned to customers or price groups are sent to all stores but Trade Agreements with Account Code All will be distributed to the specified locations. This data is stored in a table called Distribution List and is available for most tables in Retail AX more on that later. Before we continue we need to take a look at how the tables in the hierarchy are linked together. In order for tables to be linked they need to have some sort of relation, it is possible to create multiple relations between two tables. The Assortment (RBOAssortmentItemList) table can be linked to the Store Group Member (RBOStoreGroupTrans) table via the Store Id field which is common to both tables. The Store Group Member table can be linked to the Store Group (RBOStoreGroup) table via the Group Id which is common to both tables. On the right side of the window on the General tab you will see numerous fields. There are a few fields here that are of interest, notably the Linked actions on insert, Linked actions on update and Linked actions on delete. These fields are used to generate actions on tables that are below the table in the hierarchy. What this does is that during the conversion of Preactions to Actions the system will also generate actions for each table lower in the hierarchy.
Lab 12.1 Store-specific price change.

Scenario Distribute the new item only to store 10
Peter, the marketing manager for Adventure works decides to change a price in store 10 only, because nearby competing store offers a discount for the same item. Peter needs to set up a trade agreement, for item 0093, signifying a price, active only for store 10.
Step by Step - Store-specific price definition

1. Determine how prices are distributed. a. Retail scheduler> Setup > Table distribution b. Select Tree control checkbox
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c. What does By distribution groups value mean? __________________________________________________________ d. Close Table distribution form 2. Select a store-specific price record a. Retail Headquarters > Common forms > Retail items b. Select item 0093 c. Click Trade agrmt. > Sales price d. Click the New icon e. In the Account code field select All f. Set Price field to 25
g. Click Setup > Groups to distribute to h. Click the New icon i. Create the following record
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j. Close Groups to distribute form k. Close Price (sales) form l. Close the Retail items form 3. Investigate Preactions and create actions a. Retail scheduler > Periodic > Actions > Preactions b. Sort the Preactions by number c. Verify that the last line is from PriceDiscTable d. Why did the change in PriceDiscTable create a Preaction? _______________________________________________
e. f. g. h.
Close Preactions form Retail scheduler > Periodic > Actions > Create actions Retail scheduler > Periodic > Actions Sort the actions by actions number
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Validate that there is an action with PriceDiscTable and location filter 003S0010 j. Close Actions form 4. Replicate the changes, using A-1040 job a. Retail Scheduler > Common forms > Scheduler jobs b. Select job A-1040 c. Click Functions > Run retail scheduler job directly d. Click Yes 5. Validate the price on POS a. Log into POS b. Add item 0093 to sales transaction c. Verify that the price excluding sales tax is 25.00 i.
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Test Your Knowledge Table Distribution

Question
In case of no rules being specified in the Table Distribution setup window what does the system assume? ___________ ( ) a. That all data should be sent to all locations. ( ) b. That no data will be sent until it has been defined where it should go.
Question
What do Preactions tell you? ________________ ( ) a. What Actions to use ( ) b. Which records have changes, which user changed the records but nothing more. ( ) c. Which records have changes, which user changed the records, the time and date when the change took place and any other information on the records changed that are available.
Question
Can a group have more than one subgroup? ( ) a. Yes. ( ) b. No ( ) c. It depends on how the system is configured.
Question
When creating a store, which of this is correct on distribution groups? ( ) a. You have to set distribution groups manually unless you have chosen the Automatically set up distribution group option. You can find a field where you will set distribution groups and create a subgroup/member. ( ) b. The store will inherit the distribution groups marked with default group. This will result in the creation of a distribution location and it will receive the distribution group from the store resulting in the creation of subgroup/member and distribution list entry.
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CHAPTER 13: COMMERCE SERVICES

Objective
After completing this chapter, you will get a basic understanding of: o How to set up the Commerce Services o How to use the Commerce Services
Introduction
Commerce Services Connector enables data exchange between Microsoft Dynamics AX and Commerce Services to support e-commerce. It uploads data, such as inventory items, trade agreement pricing, tax codes, shipments, and so on from Microsoft Dynamics AX to Commerce Services. It also downloads new data, such as orders, from Commerce Services to Microsoft Dynamics AX. For IT administrators, system integrators, and consultants, there are three main setup steps: 1. Initial setup by IT administrators 2. Configuration 3. Upload inventory data For the sales, marketing, and operations staff who will use Commerce Services, there are four main tasks in using Commerce Services: 1. Synchronize data 2. Manage orders 3. Manage pricing rules 4. Manage taxes
Setting up Commerce Service
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1. Initial setup Click RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > ACCOUNT SETUP. Click Setup Account Online. Enter your windows live ID and password, and follow the instructions to complete the setup. 2. Configuration Click RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > CONFIGURATION. Specify the following settings. o Item preferences Warehouse and site selections determine the warehouse or site on the downloaded sales orders. The order created from an online store will use the selected site and warehouse and include the necessary inventory updates. Order preferences The selected Terms of delivery are applied to downloaded orders. The type of customer can be one-time or new. A one-time customer uses the one-time Customer template in Microsoft Dynamics AX. A new customer creates a new customer belonging to the specified customer group.
3. Upload inventory data Click RETAIL HEADQUARTERS > ITEMS > COMMERCE SERVICES> ONLINE ITEM LIST. Use the online item list to select the items to upload to Commerce Services. The options include: o o Item Select a single item to upload. Special group Select a special group to upload.
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o o o Retail group Select a single retail group to upload. All items belonging to the group are uploaded. This is specific to retail. Retail department All items belonging to the retail department are uploaded. This is specific to retail. All All items are uploaded.
Note Items removed from the online item list will not be explicitly deleted from Commerce Services. Item deletion can be performed via upload running the job for complete data synchronization. Variant data (with a maximum of five dimensions) can be synchronized as required. Supported: All storage dimensions are supported. Only sites and warehouses can be specified as mandatory. The quantity on hand reflects all sites and warehouses. Items with units of measure that are consistent across purchase and sale are supported. Not Supported: Unit conversion is not currently supported.
Using Commerce Service

There are four main tasks in using Commerce Services: 1. Synchronize data 2. Manage orders 3. Manage pricing rules 4. Manage taxes Most of the features mentioned above can be accessed via RETAIL HEADQUARTERS > ITEMS, then click on the Commerce Service button on the ribbon.
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Synchronize data
Commerce Services provides four types of synchronization either on demand or via batch jobs. Automatic scheduled synchronization is recommended for periodic synchronization. Go to RETAIL HEADQUARTERS > ITEMS > COMMERCE SERVICES > SYNCHRONIZE: 1. Synchronize items: items and related data, such as tax codes, pricing rules, dimensions, and dimension groups. 2. Synchronize orders: orders and related data, such as shipping options, shipments, and order status. Go to BASIC > INQUIRIES > BATCH JOBS to view batch jobs: 3. Synchronize all data - the batch job, Commerce Services complete data synchronization synchronizes all data, updating or inserting new data in Commerce Services. 4. Automatic scheduled synchronization After the initial synchronization, six jobs can be set up to automatically synchronize data: 1) Commerce Services inventory synchronization 2) Commerce Services trade agreement synchronization 3) Commerce Services online order upload 4) Commerce Services online order download 5) Commerce Services configuration upload 6) Commerce Services configuration download
Manage orders
Online orders are created in Commerce Services and downloaded to Microsoft Dynamics AX. Go to ACCOUNTS RECEIVABLE > SALES ORDERS to view the orders. Once an order is downloaded, all updates to the order are made from within Microsoft Dynamics AX for Retail, then uploaded to Commerce Services. Order status can be one of the following: Open, Confirmed Shipped Partially Shipped
Manage pricing rules

You can setup pricing rules In Microsoft Dynamics AX for Retail corresponding to specific online stores. Upload these pricing rules to Commerce Services to calculate the final price of items based on the uploaded set of pricing rules. 1. Go to RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > PRICING. Set up pricing rules applicable to the online store only here. 2. For every online store that the company is signed up for, specify the following:
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Price Group Line discount Multi-line discount Total discount
Manage sales tax

Tax codes, tax groups, and item-specific tax codes from Microsoft Dynamics AX are uploaded to Commerce Services. An order downloaded to Microsoft Dynamics AX contains a reference to the tax group that was applied in Commerce Services and is then recomputed by Microsoft Dynamics AX, based on that tax group.
Test Your Knowledge Commerce Services

Question
Items removed from the online item list will be deleted from the Commerce Services. a) True b) False
Question
What can you use Commerce Service for? a) Synchronize data b) Manage orders c) Manage pricing rules d) Manage taxes e) All of the above
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CHAPTER 14: REPORTS

Objectives
After completing this chapter, you will: Be able to view online analysis (inquiries) Know where to access batch reports
Introduction
Retail Headquarters provides online analysis called inquiries and reports, both of which support filtering and sorting. Transaction and statistics-level reporting can also be generated on a time basis, which enables the analysis of the sales flow throughout the day. In addition to this, sales by item and store can be displayed in graphical format. Retail Headquarters adds to your ability to extract accurate sales information by providing numerous statistical windows and reports that build on statistic tables, item value entries, and transactions from the registers. This can help to determine which items or variants are selling best and which stores, registers, and staff are performing best. You can also find additional sales reports on the Enterprise Portal.
Inquiries
Inquiries are available for most record types by clicking the Inquiries button in the form you are working in. The following inquiries are available in the Retail Headquarters module: POS batches and Z reports Posted statements Transactions Retail sales Credit vouchers Loyalty cards X reports All discounts You can also access inquiries by going to HEADQUARTERS > INQUIRIES.
View POS batches and Z reports

You can use the POS batches form to look up the closed batches that have replicated from the store to the head office. Doing this might help you to determine why certain batches did not post during statement posting. Batches have unique numbers and are associated with specific terminals. You can also use this feature to look up previous Z reports. 1. Click RETAIL HEADQUARTERS > COMMON FORMS > POS BATCHES.
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2. Fill out the following fields to filter the list: Store number Terminal number Batch from date Batch to date
3. To view details for a batch: select the batch and click the Details tab. 4. To view the Z report for a batch: select the batch, click FUNCTIONS > Z-REPORT. 5. To view the transactions included in a batch: select the batch, click Inquiry, and then click the transactions option.
View posted statements

Go to RETAIL HEADQUARTERS > INQUIRIES > POSTED STATEMENTS The Statements journal form displays a list of all posted statements and statement lines, with one statement line per tender type per register. You can navigate to a list of transactions associated with any statement or statement line, or to the vouchers included in the sales orders for each statement. Click the column headers to sort the inquiry. Click the filter buttons in the toolbar to filter data based on any field in the header or line on the form. For example, filter the upper pane for a particular store, and then filter the lower pane by a particular terminal.
View transactions
You can view a list of transactions in either of the following ways: For all statements go to RETAIL HEADQUARTERS > INQUIRIES > TRANSACTIONS. For a specific statement on the Statement journal form, click Inquiries, and then click Transactions. Click the filter buttons on the toolbar to turn the inquiry filters on an off. To filter the list by posted or unposted transactions, use the filter in the Entry status column. To view a linked sale, payment, or infocode transaction associated with any transaction, select the transaction, click Transactions, and then select an option.
View retail sales

Go to RETAIL HEADQUARTERS >INQUIRIES > RETAIL SALES. The Retail form displays a list of sales transactions that can be performed at a register. Retail Headquarters retrieves records based on the date range, time range, retail department, retail group, and item number.
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You configure the parameters to view the transactions that you want, for example, to view only posted or open transactions. To view the on-hand availability of an item, the inventory transactions pertaining to the line, and lot inquiries, select an item, click Inventory, and then select an option.
View issued credit vouchers

Go to RETAIL HEADQUARTERS > INQUIRIES > CREDIT VOUCHERS. The Credit voucher table displays a list of transactions of credit vouchers, which can be filtered by issue date range and applied date range using the query groups provided on the form. If the credit voucher has been redeemed, (on the Applied tab) the Applied check box is selected, and the (Applied) Amount, Applied date, and Applied time columns are updated accordingly. Clicking the Print button to print a report containing the data displayed on the screen.
View loyalty cards and transactions

Go to Click RETAIL HEADQUARTERS > INQUIRIES > LOYALTY CARDS. The Loyalty cards form displays inquiries about issued loyalty cards and the transactions linked to them. The form displays issued card numbers in the upper pane and transactions related to each card in the lower pane.
View all discounts

Go to RETAIL HEADQUARTERS > INQUIRIES > ALL DISCOUNTS. The Discounts form displays details of all promotional offers created in Retail Headquarters. Select the Active discounts check box, to display only those offers that are currently applicable.
Reports
View the discount offer report
Go to Retail Headquarters > Reports > Discount offer. The Discount offer dialog box generates reports displaying the details of each discount offer, including the offer number and description, price group, and the starting date of the offer. Items covered in the offer are displayed with their on-hand quantity and pricing details.
View the end of life cycle report

Go to Retail Headquarters > Reports > End of life cycle. The End of life cycle report displays items that have a season code attached to them. A season is used to group items together for merchandising purposes. A season has a starting date and an ending date. Seasons are used to define item life cycles. This report displays the number of days left before the season ends or the end date of the season for each item.
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Lab 14.1 Getting list of items which are about to get obsolete
Scenario Track end of lifecycle items
Peter, the marketing manager, decides to implement season reporting in Adventure works. Peter needs to set up seasons and attach them to items. That will give him an ability to run the end of life cycle report.
Step by Step - Season creation and reporting

1. Create a new season. a. Retail headquarters > Setup > Item > Season b. Click the New icon. c. Create the following record
d. Close the Season form 2. Assign a season for an item a. Retail headquarters > Common forms > Retail items b. Select item 0159 c. Click Fashion tab d. In Season field, select 2011Spring e. Click the Save icon f. Click Yes to update the life from and to dates g. Close Retail items form 3. Run end of life reporting a. Retail headquarters > Reports > End of lifecycle b. Set Date from field to 1/1/2011 c. Click OK to run the report
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Test Your Knowledge Reports

Question
How can you access Inquiries In Microsoft Dynamics AX for Retail? a) Via buttons on transactions b) Go to menu path HEADQUARTERS > INQUIRIES c) Both a & b
Question
Where can you find reports In Microsoft Dynamics AX for Retail? a) Inquiries In Microsoft Dynamics AX for Retail b) Reports at Retail Headquarters c) Enterprise Portal d) All of the above
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CHAPTER 15: ENTERPRISE PORTAL

Objectives
After completing this chapter, you will: Learn how to set up Enterprise Portal profiles and users Know how to map users to the appropriate reports Be able to view reports at AX Enterprise Portal Understand how to schedule batch jobs for EP reports
Introduction
Enterprise Portal allows role tailored access to back office functionality otherwise only available in Microsoft Dynamics AX for Retail desktop client. It is available not only at HQ on the intranet but also for external (internet) users. You can access key information and functionality at headquarters. In addition at the store you can view reports and statistics to measure your stores performance, shipment, customer services etc. Here are the steps to take to set up enterprise portal reports: Import the retail user profiles from AOT Map the user to the retail user profiles Assign store to user for each retail user profile. Schedule batch jobs for EP reports (as needed) For additional details, refer to the Enterprise Portal Retail Users Guide.
Set up Enterprise Portal profiles and users

In order to use Enterprise Portal, you must first set up user profiles for the employees who will access Enterprise Portal. These profiles define each user's role and specify the store information that the user will have access to. Setting up Enterprise Portal profiles and users involves the following tasks: Import the retail user profiles. Add users to the retail user profiles. Assign stores to the users for each retail profile. You can also view the Role Center for each profile.
Import the Retail User Profiles
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Before you can complete this procedure, you must set up a Microsoft Dynamics AX user account for each employee who should have access to Enterprise Portal. 1. Click Administration > Setup > User profiles. 2. Click Import, and then click Import from AOT. 3. Select the check boxes for the profiles that you want to import, and then click OK. Note: If you have imported user profiles previously, you need to import only the three retail profiles: Retail Headquarters User, Retail Store Associate, and Retail Store Manager.
Assign Users to the Retail User profiles

1. Click Administration > Setup > User profiles. 2. Select a retail user profile. 3. Click Add User or Bulk Add User, and then select the users that you want. 4. Repeat steps 2 and 3 for the other retail user profiles.
Assign Stores to the Users for Each Retail profile When you assign a store to a user, you allow the user to access information for that store in Enterprise Portal. You can assign multiple stores to a user; however in most cases a user will likely to be assigned to one store.
1. Click Administration > Setup > User profiles. 2. Select a retail user profile, and then click the Users tab. 3. Select a user, and then click Assign Stores. 4. Press CTRL+N to add a store to the list, and then select the store in the Store number field. 5. Repeat step 4 for any other stores that this user should have access to.
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6. Repeat steps 2 through 5 for the other users assigned to the three retail profiles.
View the Role Center for a Retail User Profile

1. Click Administration > Setup > User profiles. 2. Select the retail user profile that you want. 3. Click View Role Center.
Enterprise Portal Reports

The following HQ reports are available on the Enterprise Portal: Sales by hour Sales by staff Sales by item hierarchy Sales performance Year-to-year sales data These reports are updated by using the standard batch framework in Microsoft Dynamics AX. In Retail Headquarters, you must set up the reporting batch jobs that are used to generate these reports. 1. Click Retail Headquarters > Setup > Reporting batch jobs.
2. Click the report scheduler job that you want to set up. Check Batch processing and fill in Batch group. Click Recurrence to set the interval you would like to the jobs to run.
Things to watch out during the setup of Enterprise Portal reports: For the Enterprise Portal reports to work SQL Server Reporting Services must be installed and the batch server configuration must be completed. A batch job is not needed for the year-to-year sales data report.
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You can view the Enterprise Portal reports for each user profile by viewing the retail Role Centers from within Retail Headquarters. For more information, see Set up Enterprise Portals profiles and users.
Store Inventory at Enterprise Portal for Store

Stock count
Enterprise Portal can be used for both basic stock count initiated by a store or schedule stock count imitated at the head office. 1. Log on to Enterprise Portal with an account that has store inventory access. Enterprise Portal displays the Home page with the Role Center that has been assigned to you. 2. Click the Retail tab, and then under Main lists, click Stock counts. Enterprise Portal displays a list of open and scheduled stock counts. 3. Click New to create a new stock count, or double-click an open or scheduled stock count. Enterprise Portal displays the Stock count form. 4. In the Reference number box, type a reference number for the stock count. 5. In the Store inventory ID box, type the stores ID number. 6. In the Type box, select Stock count. 7. In the Worksheet mask box, select the worksheet mask for the stock count. 8. In the Staff box, select your name. 9. Do one of the following: o Scan an item. o Click Look up, and then select the item. o In the Item number or bar code box, type the item number. 10. In the Quantity box, type the items quantity. 11. If the item is a variant, select dimensions in the Size, Color, Style, and Configuration boxes, as necessary. 12. Click Add. 13. Repeat the previous steps for the items that you want to count. 14. When you have finished adding items to the stock count, click Submit to send the stock count to Retail Headquarters.
Receiving
You can receive inventory from a purchase order or incoming transfer order at the Enterprise Portal. 1. Log on to Enterprise Portal with an account that has store inventory access. Enterprise Portal displays the Home page with the Role Center that has been assigned to you. 2. Click the Retail tab, and then under Main lists, click Receiving. Enterprise Portal displays a list of receiving documents. 3. Double-click the receiving document that you want. 4. The Order number box displays the number of the order. 5. The Store inventory ID box displays the store number. 6. In the Staff box, select a staff member. 7. Select an item listed on the order. 8. In the Quantity column, type the items quantity.
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9. Click Add. 10. Repeat the previous steps for the items that you want to receive. 11. When you have finished receiving items, click Submit to send the completed receiving document to Retail Headquarters.
Picking
You can use Enterprise Portal to complete outgoing transfer orders and pick merchandise for them. 1. Log on to Enterprise Portal with an account that has store inventory access. Enterprise Portal displays the Home page with the Role Center that has been assigned to you. 2. Click the Retail tab, and then under Main lists, click Picking. Enterprise Portal displays a list of picking documents. 3. Double-click a picking document. Enterprise Portal displays the Picking form. 4. The Order number box displays the number of the transfer order. 5. In the Store inventory ID box, type the stores ID number. 6. The Type box displays the type of order. 7. In the Staff box, select a staff member. 8. Select an item listed on the order. 9. In the Quantity box, type the items quantity. 10. Click Add. 11. Repeat steps 8 through 10 for the items that you want to pick. 12. When you have finished picking items for the transfer order, click Submit to send the picking document to Retail Headquarters.
Lab 15.1 Setting Up an Art Gallery and Store

Scenario receiving a purchase order at the store
Chris, the procurement manager creates a direct delivery purchase order for store 10. Herbert, the warehouse manager at adventure works needs to receive a purchase order, addressed for Store 10 via Enterprise portal.
Step by Step - Purchase order creation and receiving

1. Create a purchase order for store 10. a. Retail headquarters > Periodic > Replenishment > Purchase order b. Click the New icon c. Select 000001_045 in the Vendor account field, click OK to create the PO header d. Click Address tab e. Set field Warehouse to Store 10 f. Click the Save icon
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g. h. i. j. In the lower pane, set field Item number to 0001 Set Quantity to 100 Set Unit price to 5 Click the Save icon
k. Click Functions > Create store inventory document
l. Click OK m. Close the Purchase order form 2. Receive the purchase order at the store via Enterprise portal a. Launch Internet explorer. Store 10 portal should open.
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b. c. d. e.
Click Receiving link in the left navigation pane Select the purchase order that you've just created Click Actions > Edit receiving list Set Store Inventory ID to 1001
f.
Click OK
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g. Click the Store order number of the purchase order h. Set Received field to 100 i. Click the checkbox icon next to the Received field
j. Click Submit button k. Close Internet Explorer window 3. Process the receiving transaction in Retail inventory a. In Microsoft Dynamics AX for Retail: Retail store inventory > Inquiries > Import Log b. Click Functions > Process log c. Click OK d. Close the Import Log form e. Retail store inventory > Journals > Receiving > Retail receiving
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f. Click Functions > Validate g. Click Functions > Post h. Close the Retail Receiving form 4. Verify that the Purchase order Status is Received a. Retail Headquarters > Periodic > Replenishment > Purchase order
Test Your Knowledge Enterprise Portal

Question
What are some of the benefits of using Enterprise Portal? a) Back office info available via a browser b) Perform store inventories c) Timely reports d) All of the above
Question
Before you can use Enterprise Portal, you need to a) Set up EP profiles and users b) Map users to the profiles c) Set up batch jobs d) a & b
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Question
List some of the reports available on the Enterprise Portal: _____________________________________________________
Question
What are the store inventory tasks can you perform on Enterprise Portal? a) Perform a Stock Count b) Receiving a Purchase Order c) Picking d) All of the above
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CHAPTER 16: LOCALE SPECIFIC FEATURES

In the chapter you will learn about local specific features implemented in the GLS-CONS and GLS-EE layers.
Fiscal Books
Fiscal Books are only applicable for Brazil. 1. Set up special fiscal document types for retail transactions: Go to Basic > Setup > Brazil > Fiscal document types. 2. Set up Retail HQ parameters: Go to RETAIL HEADQUARTERS > SETUP > PARAMETERS, General tab, confirm that the correct Default type of establishment has been selected for retail customers. Posting tab, Fiscal document type field - select the posting fiscal document type created in step 1.
Posting tab, fill in the CFOP field with 5.102.
3. Set up a fiscal books job for reporting sales information: a. Click Administration > Periodic > Fiscal books > Job Manager. b. Click New to open the Fiscal Books Integration Wizard, and then click Next. c. Type a name for the job, such as Retail, and then click Next. d. In the Fiscal group field, select Fiscal Book/SPED Fiscal. e. In addition to the check boxes for any other information that you want to send, select the ECF Master data, Z Report data, Cupom fiscal lines, and Nota fiscal lines check boxes, and then click Next to complete the wizard.
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Fiscal Framework
Fiscal framework refers to extensibility and testing work required to ensure that POS supports fiscal requirements in various locales included in R2 localization efforts. Regulatory requirements in several of these locales require merchants to report taxation and sales data to agencies in a secure method. Integrations to fiscal devices are country specific and partner driven. The exception to this is Brazil where the fiscal printer integration is provided due to local software publisher requirements.
GLS-CONS
The GLS-CONS layer includes features for these countries: Brazil, China, India and Japan. Brazil - Fiscal Books 4. Set up special fiscal document types for retail transactions: Go to Basic > Setup > Brazil > Fiscal document types. 5. Set up Retail HQ parameters: Go to RETAIL HEADQUARTERS > SETUP > PARAMETERS, General tab, confirm that the correct Default type of establishment has been selected for retail customers. Posting tab, Fiscal document type field - select the posting fiscal document type created in step 1.
Posting tab, fill in the CFOP field with 5.102.
6. Set up a fiscal books job for reporting sales information: a. Click Administration > Periodic > Fiscal books > Job Manager. b. Click New to open the Fiscal Books Integration Wizard, and then click Next. c. Type a name for the job, such as Retail, and then click Next. d. In the Fiscal group field, select Fiscal Book/SPED Fiscal. e. In addition to the check boxes for any other information that you want to send, select the ECF Master data, Z Report data, Cupom fiscal lines, and Nota fiscal lines check boxes, and then click Next to complete the wizard.
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Brazil Address Format On customer address, these additional fields are available for Brazil, compared to those in the SYS layer: Number Complement Neighborhood (District) In order to see these fields on POS, in retail headquarters the store needs to have country set to Brazil first. Brazil Type of Establishment As mentioned in the Fiscal Books section, the establishment field is visible only for Brazil on the Retail headquarters parameters configuration. Brazil Transaction Text GO TO RETAIL HEADQUARTERS> SETUP PARAMETER. On the Retail headquarters parameter, under Concessions tab, the Transaction text field is used for manual verification and for legal accounting reports/files.
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India Stock Transfer GO TO RETAIL HEADQUARTERS> SETUP PARAMETER. On the Retail headquarters parameter, there are fields available only for India: Under Replenishment you will see Default transfer type and Default price type, which can be used to set the defaults in Buyers Push and Cross-docking. These fields are visible when the Activate stock transfer parameter option is enabled in the Inventory parameters form (Inventory management > Setup > Parameters.
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GLS-EE
GLS-EE layer contains features for the following countries: Russia Czech Republic Estonia Latvia Poland Lithuania Hungary
These local features are available as prerequisites to the end of day procedure (statements): Russia: Cash management To support cash management accounting, in-store cash transactions post through slip journals. To enable this feature, set up cash tender types by selecting Petty cash in the Account type field on the Posting tab of the Tender type form. Correspondence of accounts Correspondence of accounts is supported during posting. Inventory profiles To set a default inventory profile for a store, select the inventory profile for the warehouse associated with the store. This setting is on the Retail tab in the Warehouses form. It controls how inventory transactions are posted.
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CHAPTER 17: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE

Objectives
After completing this chapter, you will: Understand how to work with the Retail POS layout Get an overview over the connections for AX for Retail and Retail POS Learn about the POS Scheduler jobs Understand basics of Retail Transaction Service.
Introduction
Part I of this document will go through the different components that can be used to design a Till layout for the Retail POS as well as pre-defined printouts. To go through the demonstrations in this document the following is necessary: Dynamics Client with Microsoft Dynamics AX for Retail. Retail POS Toolbox which comes with the Microsoft Dynamics AX for Retail.
In Part II there will be explanations on how to set up communications between Microsoft Dynamics AX for Retail and Retail POS by using both the Microsoft Dynamics AX for Retail Store Connect and Microsoft Dynamics AX for Retail POS Retail Transaction Service and how to test the communications to make sure they work. Some troubleshooting will also be included. In Part III the scheduler jobs used to replicate the data between the systems will be explained.
PART I: POS layout and receipt design

The POS layout consists of different components that can be used to create different layouts depending on stores, position of terminal within store and staff privileges. The components that are always used are the receipt component and the number entry (barcode, item id, any other number value) component. Other optional components are the logo box, message box, customer information box, totals box and five different button grids.
Button Grids
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Button grids can be created for a variety of purposes; PLU buttons (specific items), available payment types, operations available to the user logged on. Button grids are also useful to group together different items and/or operations for instance a button grid has buttons for Bread, Coffee, Void and when the Bread button is selected a new submenu with different types of breads that are available in the store are displayed, when Void button is selected a selection of the different type of void operations are displayed i.e. void item, void payment, void transaction.
Create a Button Grid

To create a new Button Grid follow these steps: 1. Click RETAIL HEADQUARTERS> SETUP> POS > RETAIL POS > BUTTON GRID
2. 3. 4. 5.
Create a new button grid by clicking CTRL+N. Enter a Button Grid ID, any number of your choice, and enter a Name for the Button Grid. Click the Designer button. An empty Button grid design form appears.
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6. Click on the New design button and select how many buttons you wish to place in the Button grid.
Button properties
This is a window in which you can configure the look and purpose of the button. Buttons can perform many different actions and for many of them you need to add information. The Button properties window prompts for this information where it is needed. If you right-click on a button in the Button grid design form, and select Button properties you will see the following form, Configure button, displayed:
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It is also possible to change the button color and font the same way. Right-clicking each button offers a more visual way than the Button properties tab. If you use the tab you have to be familiar with the number codes for pictures and colors. At the other hand on the tab all properties can be selected at the same time and saved.
Select picture
The Select picture button will open a window containing all the images that have already been entered in the system. If needed additional images can be added through the dialog. If a picture is added to be button the button text will not be displayed on the button.
Images
Click RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>IMAGES A list of all images already added to the system will be displayd. To see a preview of the image select the picture id. All pictures that can later be added to a button, logo box (in POS layout) can be entered here prior to creating the buttons and/or layouts. Images can also be added to the image list while creating the buttons and layouts.
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Each picture has a number code that can be accessed simply by selecting a number on the Button properties tab in the Button grid design form.
Change Existing Button Grid

To change an existing Button grid follow these guidelines. Select the relevant grid and click on the Designer button. Button grids can serve different purposes and it is a good idea to group together buttons with similar properties in one button grid. Also bear in mind when designing the POS that when started it can initially display five button grids at most, but by using submenus you can create and display an unlimited number of button grids. The most common purposes of button grids are the following: Action buttons, such as item operations, give discounts, return goods Payment buttons Sales buttons Top menu; that is buttons that can display two different types of submenus when clicked Submenus; that is a popup menu or a submenu
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All these button grids must be created and then they are grouped together when the POS design is created. The images below displays different types of button grids.
Sales Button
A Sales button is a button that directly sells a particular item. Depending on configuration in fuctionality profile the button will always sell one unit of the item and each click on the button will add another unit of the item to the number of items sold.
Selecting Items
Select ItemSale in the Action lookup to create a Sales button. This allows you to select the item that the button is supposed to sell by clicking on the [...] button beside the textbox marked Barcode. This will open up a window where you can search for items. You can scroll up and down in the list by using the buttons to the right in the window and/or search for a text-string. By default the system searches by Item name, but should the user wish to Item number or Item group, he can simply click in the relevant column in the list. This will move the search area to that column.
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The search window will look for all strings that contain the text that was entered so it is not necessary to enter an asterisk (*) if you are only looking for a part of a string. Example: If you look for the string Cat Food it is sufficient to enter Cat and all items containing this text will be displayed in the search results. To return to the full item list you click on the Enter button with the search string field empty. When you have located the item you searched for, click on Select or double-click the item name in order to select it. In case there are more than one barcodes representing the item, a window displaying all the barcodes will appear and the user must select one of them.
Payment buttons
In order to create Payment buttons you must select the relevant Tender type in the Action lookup list. Pay Card Opens a window that prompts for information about the card to be used for payment Pay Cash Opens a window where the user can enter the amount to be paid Pay Cash Quick The customer pays with the exact amount. No window opened Pay Cheque Opens a window prompting for information and a check can be printed Pay Corporate Card Opens up the Pay Card payment window. Pay Currency Opens a window where the user can select from the currencies that have been set up Pay Customer Account Opens a window where the user can select Customer and Amount Pay Giftcard Opens a window where the user can type in a gift card number Pay Credit memo Opens a window where the user can type in a credit memo number.
For a payment button to function correctly, the tender type to use must be selected. These tender types must be configured in Microsoft Dynamics AX for Retail, and you must also select the tender types that should be available in each store. To go to Tender types setup click on:
RETAIL HEADQUARTERS>SETUP>TENDER TYPES>TENDER TYPES
and/or
RETAIL HEADQUARTERS>SETUP>STORE>STORES>SETUP>TENDER TYPES.
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When Payment buttons are created, you must select the Payment method to use for each button in the Menu lookup.
Action buttons
It is possible to choose many different actions to display on the POS. You can control the access to these actions by means of differing user rights.
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Below you will find a few different actions and instructions on how to create buttons to control them. You can view a complete list of available actions and further information on each in Appendix A. Examples of actions that can be set up are: Clear Qty Customer Account Deposit Declare Start Amount Item Comment Line Discount Amount Price Check Price Override Return Item Total Discount Percent Void Item
Menus
There are two different Actions that work with a Button grid: Popup menu and Submenu. When you create a design for the POS, you must decide in which cases it is better to use a Popup menu and where a Submenu would be preferable.
Popup Menu
The Popup menu is a menu that appears as a new window on the POS. When you click a button, this window is closed immediately. If the you want to cancel the action, you can close the Button grid by clicking the Exit button that is automatically added to the grid when it appears.
To Set Up a Popup Menu Button:
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Create the Button grid that you want to appear when the Popup menu button appears. Click the Designer button. Right-click a button in the popup Button grid, select the option Button properties and get the Configure button form. There you will find the Action dropdown list. Select the Popup menu from that list.
The Menu lookup will now appear displaying a list of all the Button grids that have been created. Select from the list the one you want to appear when clicking the button.
Click Confirm.
Submenu
Submenu is a menu that comes on top of the Button grid and stays visible until the user clicks the button Home, which is automatically added when the Menu is displayed.
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Submenu Button Setup: Create the Button grid that you want to appear when the Submenu menu button appears. Then the Designer button, is clicked. Right-click a button and select Submenu from the Action lookup. The Menu lookup will now appear, containing a list of all the Button grids that have been created. Select from the list the one you want to appear when clicking the button. Click on Confirm.
POS Design
Once you have created all the Button grids that you want to use on the POS, you can start working on the POS design. Click RETAIL HEADQUARTERS > SETUP> POS > RETAIL POS >TILL LAYOUT Pre-configured till layouts are displayed. To create a new design: Click CTRL+N to add a new line Enter a number in the Layout id field (any number of your choice) Select a name for the layout o The size of the POS depends on the resolution of the screen used on the POS. Type in one of those screen resolutions: o 1600x1200 o 1600x1024 o 1280x1024 o 1280x768 o 1240x1024 o 1152x864 o 1024x768 o 800x600 Select 1 5 Button grids that should appear when the POS is started. Click on the Designer button. An empty Till layout designer will now appear. In order to start the design click on the Design mode button. This opens a window (Customization, see screenshot below), which contains all the different grids that can be used to create the POS. Select one line from the Customization window and drag it into the layout window.
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Example: Click on the line named Receipt and drag it into the design window . Note that the Receipt line is no longer in the Customization window. The window should look like the one below:
Now, select a line named ButtonGrid1. By selecting this line, you insert the Button grid that was chosen for the Button grid1 field when creating the design (in the Till Layout window). Note when you move the mouse over the design window and go to the edge of the receipt, a thick black line appears and when you release the mouse button where the line is located, the Button grid will appear there. Once the Button grid has appeared in the design window, you can change its size. Note that you can only change the size of the Button grid horizontally, not at the top or bottom. In order to reduce the size at the top or bottom you need to place another grid above or below it.
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Thus you can transfer the different grids onto the POS and move them about at will. To remove a grid from the design window you must click in the grid and drag it into the Customization window. The following options are available in the Customization window for selection: Customer Select a customer and view information about a selected customer. ButtonGrid1 5: The Button grids that were created and selected to appear at POS startup. Numpad Entry of numbers. Totals A window that displays totals. Message A window that displays messages. Logo An image box that displays the companys logo.
Once you have created the design, close the Customization window and click on the Save button. To insert an image in the Logo box, right-click in it and choose Select picture. As mentioned before it is possible to create different designs. It is also possible to assign a specific design to a certain POS, staff member or store. When the POS is started it first examines whether the staff member who logged on has a specific design assigned to him, then the POS and finally the store.
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To edit receipt layouts perform the following steps: Retail headquarters > Setup > POS > Retail POS > Form layout
Click Designer button Header design will be automatically selected:
To edit the lines of the receipt, click Lines in the left navigation pane.
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Lab 17.1 Setting Up a new button grid for quick sale

Scenario New button grid
Megan, the store manager, decides to create a quick menu for a POS that is located near a helmet stand. She needs to create a new button grid and attach helmet items to buttons
Step by Step - New button grid

1. Create a new button grid and assign items to its buttons a. Retail headquarters > Setup > POS > Retail POS > Button grid b. Click the New icon c. Set Button Grid ID to 99 d. Set Name to Helmets e. Click Designer Button i. Click New design ii. Set Rows to 1 iii. Set Columns to 5 f. Right-click a button and select Button properties g. Set Item to Item Sale h. Set Bar code field to 0023 i. Set Text on button to Adult BMX helmet
j. k. l. m.
click Confirm Repeat steps f-i for all the items you want on the grid Close Button grid design form Close Button grid form
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PART II: Connecting Microsoft Dynamics AX for Retail Headquarters and RetailPOS
This section will start with a short description of each component that is needed for this to work properly. Use setup and deployment guide for full instructions. . Although the Business Connector, Retail Store Connect and Retail Transaction Service do not have to be on the same server as the Microsoft Dynamics AX for Retail system, for the purpose of this manual these applications will be set up on the same server. It is recommended for the first installation (preferably a test environment) to do it this way as it eliminates any network problems that could possibly arise.
Connections: Requirements
Before starting, the following needs to be installed or checked.
Server
Standard Dynamics AX 2009 installation on a server. .NET Business Connector installed on same server.
Make sure that the server computer meets the requirements for the Dynamics AX installation as described by Microsoft.
Connections: System overview
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AX for Retail
Business Connector Store Connect
AX for Retail Database
Retail Transaction Service
Retail POS Terminal
Retail POS
Retail POS Database
Store Connect
Update Services
Ax Client
Dynamics Ax Client
Retail POS Toolbox
AX for Retail
AX for Retail is developed on top of the Microsoft Dynamics AX system and its code resides in the SL1 layer. The data dictionary in Microsoft Dynamics AX for Retail mirrors the table structure in the Retail POS database so mapping data between the two systems is quite easy. Business Connector The Business Connector acts as a Microsoft AX Client but without a user interface. This enables access to data within Microsoft Dynamics AX from external programs such as Retail Store Connect and Transaction Service. Retail Store Connect The Retail Store Connect is a software system that enables optimized data transfer between AX and POS database governed by rules you set up. The Store Connect optimizes this process by extracting the dataset only once from the database and sending out multiple copies as needed. Retail POS Transaction Service
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Because the data architecture for the Retail POS is offline architecture (does not have a direct access to Microsoft Dynamics AX for Retail Server database) the Retail POS Transaction Service provides access to online information when needed or wanted. Getting customer balance, sales orders, sales invoice information and so on. The Retail POS connects to the Retail POS Transaction Service which gets any information needed or performs any actions necessary through the Business Connector.
Retail POS Terminal

Retail POS is a POS system which is fully integrated with Microsoft Dynamics AX for Retail creating a powerful end-to-end retail solution. The terminal is where the POS software is installed along with database and in some instances the Retail Store Connect.
AX Client
Following are some explanations of the different components of the picture above including Microsoft Dynamics AX for Retail Client. Microsoft Dynamics AX for Retail client represents the user configuration, the store, the terminal, item master and similar.
Connections: Microsoft Dynamics AX for Retail Installations

For Microsoft Dynamics AX for Retail Installations Setup and deployment guides should be used.
Connections: Terminal installations

Installing Retail Store Connect
Install Retail Store Connect and let all settings remain on default values. Run Store Connect Settings as Admin (go to START MENU> MICROSOFT DYNAMICS AX 2009 _> RETAIL STORE CONNECT>STORE CONNECT SETTINGS) The Store Connect settings dialog will by default have the computer name as a Server name. This can be changed to be any name. In this document the Store Connect Server name will be referred to as Store ConnectAX5-W8-01 Select Add to create a new Store Connect service. Remove any current service before clicking on Add. On the pop up screens, fill out the following:
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o Message Database - provide the computer server name, and a name for the database to be used as the storage for the Store Connect messages, click on OK. A new database will be created. o Service accounts - provide the user name and password for running the Service. Note: this user account needs to also be an AX user. Go through all the pages for the rest of the configuration, leaving the default settings as is and finish the setup Start the service Microsoft Dynamic AX for Retail Store Connect xxx.
There is one difference between the Store Connect on the Terminal and the Server. On the Server, the Store Connect is accessing AX through the Business Connector but on the Terminal it is accessing a SQL Express database directly so there is no need for a specific user to run the service.
Terminal overview
Retail POS Terminal
SC-TERMINAL Store Connect
Retail POS
Retail POS Database
Local System account can run the SC on the Retail POS terminal
Connections: Testing all connections

In this section all connections will be setup and tested.
Connections from Microsoft Dynamics AX for Retail Scheduler

Open up an AX Client From Microsoft Dynamics AX for Retail to Retail POS In order to synchronize data between AX and POS follow the following steps for configuration: Click on Test Connection at the end of each step to verify the configuration works: Create a new Retail Store Connect profile Create a new AOS profile Create a new database profile. Assign AOS profile to the distribution location for HQ Assign the DB profile to the distribution location for the POS terminal
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1) Create a new Retail Store Connect profile (Retail Scheduler > Setup > Retail Store Connect profiles) Service Name = must match what is specified in the Store Connect Settings. Server Name = your computer name Port = 16750 Timeout(seconds) = 0 Transaction Service profile = the TS profile used to upload Retail Store Connect status messages Retail Store Connect upload options = upload options used for the instance of Retail Store Connect
2) Create a new AOS profile Name = give it a name Server name = server name of your AOS Instance name = AOS instance name TCP/IP port = port used by AOS Retail Store Connect = Retail Store Connect profile configured above
3) Create a new database profile <Retail Headquarters > Setup > Database profiles> Name an unique name for the database profile Version SQL Server version Server name your computer name Database name name of the Retail POS database Retail Store Connect name of the Retail Store Connect profile
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4) Assign AOS profile to the distribution location for HQ Go to < Retail Scheduler -> Common Forms -> Distribution Locations, select 0000 Headquarters and go to General tab, assign the AOS profile, save and close the window. Details below on AX for Retail to Headquarters, after Troubleshooting connecting to Retail POS. 5) Assign the DB profile to the distribution location for the POS terminal Go to < Retail Scheduler -> Common Forms -> Distribution Locations, select 0001 Default Terminal and go to General tab, assign the (POS) database profile, save and close the window. Troubleshooting Connecting to Retail POS
Error Error connecting to Retail Store Connect o Make sure that the Retail Store Connect Server name was typed in correctly in the Server name box. o Make sure that the Store Connect Service is running. o Make sure that the Server can ping the Store Connect name Error Error connecting to a database o Make sure that the database and server name are correct in the connection profile. o Make sure that you can log on to the AXRETAILPOS database. o Make sure that the database version is correct in the database profile. Error Unable to create ActiveX Control o Make sure that the Business connector is set up properly o Make sure that the Retail Store Connect is registered and running (CONTROL PANEL>ADMINISTRATIVE TOOLS>SERVICES).
Use Setup and deployment guide for more information on Troubleshooting Connecting to Retail POS. Store Connect tech ref can also be useful.
From Microsoft Dynamics AX for Retail to Headquarters Go to Retail Scheduler
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Select Distribution Locations Select Location HO Headquarters Click button SETUP>DEFAULT INCLUDE list. Make sure that all distribution locations for store and terminals are in the list. This is the list of locations to which the Headquarters Retail Store Connect will send the data to. Go to General tab, assign the AOS profile Select FUNCTIONS>TEST CONNECTION WITH RETAIL STORE CONNECT. Click button OK in the dialog that comes up If the connection was successful a message will come up saying how long the testing took. Note that connecting to the Headquarters can often take a couple of minutes when connecting for the first time. If the connection was not successful: o Make sure that Store Connect is running o Make sure that the Store Connect server name is typed in correctly and that all values in the connection string are typed correctly. o Make sure that the Terminal can ping the Store Connect (SC) Server name:
Connection overview
By now all connections except the Transaction Service connection should have been successfully tested.
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AX for Retail
Business Connector Retail Store Connect RETAIL AX
AX for Retail Database
Config TSAX for Retail
Config SCRetail AX
Retail POS Store Connect
Retail POS Terminal

Store Connect SC-TERMINAL
Retail POS
Retail POS Database
Connections: Sending demo data Microsoft Dynamics AX for Retail to Retail POS
In this section we will send the demo data from Microsoft Dynamics AX for Retail to the Terminal and start the Retail POS application with the demo data. In order to get all the demo data over to the Retail POS database, all Normal jobs need to be sent once from Microsoft Dynamics AX for Retail to Microsoft Dynamics AX for Retail POS database. Before you start sending the data make sure that all connections are working. Also make sure that the distribution locations are added to the default include list. Start Microsoft Dynamics AX for Retail Client. Go to RETAIL SCHEDULER>SCHEDULER JOB Select job N-Currency (in the lower half of the list)
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Click button FUNCTIONS>RUN SCHEDULER job directly Click OK in the message that is displayed. Go to the Terminal computer and open SQL Manager Studio (free software from Microsoft: http://msdn.microsoft.com/en-us/express/bb410792.aspx) Connect to SQL server where you have hosted POS DB. Look at the data in table Currency. All the data in table Currency should have Data area ID as the one used In Microsoft Dynamics AX for Retail. If that is the case then send the rest of the N- jobs
For further information on subjobs, scheduler jobs and their configurations will be provided in Part III.
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PART III: Scheduler jobs

This section describes how to create and change Retail Scheduler jobs and subjobs in Microsoft Dynamics AX for Retail. It also explains how to configure the Retail Scheduler for automatic data replication.
Scheduler subjobs
Create a new subjob
Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER SUBJOB To create a new subjob take the following steps: 1. Create a new sub job by clicking CTRL + N. 2. Enter a Subjob number and Description (Table name) 3. In the Setup tab change the following fields. The fields that are omitted from this description should not be changed or configured as they are not used. From design Location Number: Do not select anything here From design From table number: Select the table to be replicated To design Location Number: Select the location the table is to be replicated to. To design To table number: Select the table the data should be replicated to Company id Replicate dataAreaId: Select true Company id Field for dataAreaId: Select the DataAreaId field from the list Replication Replication method: Select Normal Replication Field transfer type: Include list Delete: used for Normal jobs, this will delete all records in the target table before inserting new data Insert: specifies that data will be inserted or updated at the target table Enabled: the subjob can be enabled or disabled Pull data: used for P jobs to extract data from POS database Example: check Delete, Insert and Enabled if the subjob will be used as part of a Normal job 4. Click button SETUP>TRANSFER FIELD LIST
5. To create a new line click CTRL+N
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6. Insert the fields as following: From field: The field in the Axapta database To field: The field in the Retail POS database (if no fields are visible see instructions just below) Select Conversion type if needed most often left on None. If a constant needs to be sent to the Retail POS database then select Constant in the Conversion type list and then type in the value in the Conversion value field. 7. NOTE: Very important: Do not add the DataAreaId field to this list
If no fields are in the To Field list then: Click RETAIL SCHEDULER>LOCATIONS>SELECT LOCATION 0001> CLICK BUTTON SETUP>LOCATION TABLES Find the table in the list Click button Location fields If the dialog is empty then close it again Make sure the correct table is selected Click button FUNCTIONS>READ FIELDS WITH STORE CONNECT. Click OK in the dialog displayed. Click button Location fields again The fields should have been read from the database. If there is no connection to the Retail Store Connect or any other problem then the fields must be manually typed into the Location Fields dialog before the Scheduler subjob Transfer Field list can be populated.
By Action scheduler subjobs

To create a By Action scheduler subjob the same instructions apply as in the previous section with two exceptions: 1. In the Setup tab: Replication - Replication method value By actions is selected. Select Insert and Enabled
Replication method
There are two different replication methods; Normal and By Action. Normal replicates all records from the source table to the destination table. By Action replicates only the records that have changed (including associations, e.g. a store is assigned to a store group) since the last replication occurred. For the By Action replication to work, a Preactions Scheduler job has to be set up in the Scheduler itself (RETAIL SCHEDULER>SCHEDULER). This job creates actions to be sent to the destination tables out of the
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actions created in the Axapta database. All Preactions that have not been converted yet can be viewed by clicking button ACTIONS>PREACTIONS. Other configuration is also needed for this to work properly but this should not be changed by the user but rather use what comes configured with Microsoft Dynamics AX for Retail for Retail setup.
Scheduler Job
Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER JOB. To create a new Scheduler job takes the following steps: 1. Create a new Scheduler job by clicking CTRL+N. 2. Enter a Job number and Description 3. In the General tab change the following fields: From Location Use current location: Select true Distribution Distribution restrictions: Default include list Subjobs - Subjobs defined by job: Scheduler job name 4. In the Object setup tab change the following fields: Application object Type: Class Application object Name: DRMReplicationJob_DataDirector 5. In the Schedule Details tab set up when and how often the job should be run if its run by the Scheduler. 6. Add the scheduler subjobs that should be grouped together by doing the following: Hit CTRL+N to create a new line in the subjob list Select the Subjobs to be run. 7. Click SETUP>DISTRIBUTION FILTERS make sure that Distribution group is set to ALL and Distribution subgroup (in the same line) is set to ALL too. 8. Click SETUP>DEFAULT INCLUDE LIST and make sure that locations the data should go to is included in the list.
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Each Scheduler job can be run directly from the Scheduler job list by clicking button FUNCTION>RUN SCHEDULER JOB DIRECTLY. By default all subjobs added to the list are enabled for execution. To exclude the subjob from the run list unselect the Enabled checkbox. When creating scheduler jobs to upload POS transactions, make sure that the circled fields are set in the correct way as displayed in the picture below.
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Distribution restriction options for a job

Depending on whether your stores are using a centralized database or individual databases at POSs, the scheduler jobs should be set up accordingly. Remember, that when you create stores and POS terminals, the system automatically creates a distribution location for it. Bearing that in mind we may end up in a situation where the scheduler job may want to send data to a distribution location that has not been set up. That is especially true when you have centralized store database.
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The options below will help you specify the proper destination for each scenario, assuming sublocations have been setup: Configuration Distribution sublocations value: Centralized store database Excluded from replication POS databases Only included in replication Mixed (not supported) Included in replication
Running Scheduler jobs using the batch framework

Scheduler jobs can be executed periodically as part of batch jobs. Select one or more Scheduler jobs and click Batch jobs -> Create batch job and set the appropriate recurrence pattern. Make sure that the Scheduler job is enabled.
Overview over connections created
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Now all connections should have been successfully tested.
AX for Retail
Business Connector Store Connect SC-RETAIL AX
Retail AX Database
Config TSRetail AX
Config SCRetail AX
Retail POS Transaction Service
Retail POS Terminal

Store Connect SC-TERMINAL
Retail POS
Retail POS Database
Starting Retail POS using the demo data

After sending all the demo data to the Terminal we have to tell the Retail POS to use the correct data. Troubleshooting If you start the Retail POS application and get an error cannot launch POS, make sure the settings in the POS configuration file are correct for StoreId, TerminalId and DATAAREAID.
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Make sure that all the data (most importantly RBOSTORETABLE) was replicated from Microsoft Dynamics AX for Retail to the POS database.
Retail POS Configuration file

After the installation of POS, run POS as admin at initial launch. Make sure to carefully fill out the fields below in order to create the configuration file with the correct settings.
o o o o o o
Database name - name of the POS database Server name - the instance of MS SQL Server where POS creates or connects to the database Test connection Click this button to test the connection to the POS database. Store ID store ID of Retail POS Terminal ID terminal ID of Retail POS Data Area ID company account
Click on Continue will create the POS database AxRetailPOS and the settings file POS.exe.config. The Retail POS configuration file tells the Retail POS application where its database is, how to access it and what store, terminal and company id it should be using. In the Retail POS application company id is referred to as DataAreaId. One or more connection strings can be in the same configuration file pointing to different SQL Servers and different databases.
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Default configuration file When the Retail POS is started it looks for the configuration file in the same folder as the Pos.exe file resides. If no file is found then a default configuration file is created. In the default file there is one connection strings called AXRetailPOS. AXRetailPOS is the default configuration section. If no start up parameter is used when starting the Retail POS application then this is the configuration string which will be used. Go to C:\Program files\Dynamics AX\50\Retail POS Open file Pos.exe.config in Notepad You will see the xml file as displayed in the picture below.
configSections The configuration file starts with a configSections tag which lists all the configurations that are available in the file. If a configuration string is added to the xml file a new configSections line needs to be created. Just copy one of the lines already there, only the section name needs to be changed. All other parts of the line should remain as they are.
Configuration strings The configuration string tells us where the database is, the name of the database, which store the terminal belongs to, the terminal id and the company id from AX (DataAreaId)
If default configuration was not used when installing the POS - or was changed manually after the installation - then corresponding parts of the configuration file might have to be changed.
Field in configuration file DataSource=LocalHost\SQLExpress
Initial Catalog=AXRetailPOS StoreId=S0001
Description The name of the SQL server hosting the database. If another SQL server is being used, such as a SQL Server 2005, then its name should be entered here. The database name. Can be changed if two or more databases are being used The store to which the terminal belongs.
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TerminalId=0001 DATAAREAID All other fields My terminal number Company id from AX Should never be changed and remain as they are.
Start up parameter To start the Retail POS with a configuration string that has been created you need to add a start up parameter in the shortcut. The startup parameter is DB and then the name of the configuration string tag, that is: C:\Program File\Retail\Retail POS\Pos.exe DBDEMO If you add a new connection string to the config file, and want your shortcut to point to that connection string, then you need to create a completely new shortcut. Adding a "DB" parameter to the shortcut created by the install will not work. The install automatically creates one shortcut called Retail POS which references the AXRetailPOS database on SQL instance selected in initial config.
Connections: Uploading sales data from Retail POS to Microsoft Dynamics AX for Retail
In this section we will create a few sales Retail POS and retrieve the sales data back into Microsoft Dynamics AX for Retail. Start the Retail POS Login id: 10001 if you are using demo data. Else enter your username cretated In Microsoft Dynamics AX for Retail. Password: 456 if you are using demo data. Else enter your password created In Microsoft Dynamics AX for Retail.
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Step by Step: Sell a couple of items Pay using tender type = CASH Select a customer by clicking Customer Search button in the top right corner. Sell a few more items Click the Pay Customer Account button Go to the Retail AX server Open Microsoft Dynamics AX for Retail Client and select company Go to RETAIL SCHEDULER>SCHEDULER JOBS Select scheduler job P-.0001 Click button FUNCTIONS>RUN SCHEDULER JOB DIRECTLY Click OK in the message box that comes up
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Wait for about a minute Go to RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS The first transaction should be a Logon transaction. Then you should see the sales that were made. Click button Transactions to view sales lines and payment lines on the transaction.
Connections: Use the Transaction Service from Retail POS

In this section setup will be checked for the properties needed for the Retail POS application to be able to connect to the Retail POS Transaction Service.
PART IV: Retail Transaction Service

Functional Overview
The data architecture for the Retail POS system is offline architecture. This means that the POS runs on a local database stored on the POS machine and is not affected by network or headquarters server downtime. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. The downside to running an offline mode is that it is more difficult to access central data such as customer balance, sales orders and sales invoice information and so on. This information can change throughout the day and keeping it up to date on each and every POS is a daunting task. The Retail POS Transaction Service solves these kinds of problems by allowing the POS to access a central database in order to retrieve or update information. This gives the Retail POS the resilience of the standalone mode as well as the data availability of the online POS. The Transaction Service is a service that acts as an agent for the POS. Retail POS submits queries to the Transaction Service, which then accesses the remote database in order to read or update the necessary data. The POS itself never accesses the central database as all database access is done via the Transaction Service. Before any queries can be made from the POS you therefore need to have access to the Transaction Service through the network. Transaction service is used by the POS to look up/create the following data: Gift card balance Inventory stock check and operations Loyalty functionality Centralized returns Customer account payments Customer balance check Customer creation
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Retail Transaction Service: Requirements

Before you can activate the Retail POS Transaction Service functionality on the POS, you need to have it installed and running as well as all data replication functionality between the two systems. Detailed information on how to install and setup the Microsoft Dynamics AX for Retail and Retail POS environment can be found in Part II and Part III. All settings, whether they are regarding the Transaction Service or any other settings explained in this document, must be replicated through the Retail Scheduler to the current terminal before they take effect on the Retail POS terminal.
Retail Transaction Services: Connection Configuration

The Retail POS Transaction Service configuration is done in Microsoft Dynamics AX for Retail and involves two steps: Connection parameters. This configuration is done via the Transaction Service Profile card which specifies user names, passwords, AOS server name and other information that the Retail POS Transaction Service should connect to.
Configuration file: The file - RetailTransactionService.exe.config is located in the installation folder, by default c:\Program Files\Dynamics AX\50\Retail Transaction Service. The settings are required The port Retail Transaction Service will listen on AOS server to be used <?xml version="1.0" encoding="utf-8"?> <configuration> <appSettings> <add key="Port" value="1200" /> <add key="UseAX" value="1" />  <add key="LogLevel" value="1" />  <add key="ObjectServer" value="AX5@server-name:2712" /> </appSettings>
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</configuration> These configuration parameters need to be present on each POS terminal that should connect to the Transaction Service. The settings are configured in the central Microsoft Dynamics AX for Retail database and then replicated to the POS Terminals. For Connection parameters see PART I on Transaction service.
Retail Transaction Service: Sales Orders

Functional Overview
The sales order is an order received by a business from a customer. A sales order may be for products and/or services for instance a furniture store where the customer orders the items at a consulting counter and not at the POS. The Sales Order operation allows prepaying or paying the total balance of a sales order that has been created in Microsoft Dynamics AX for Retail. The Retail POS gets information about sales orders through the Transaction Service that is the POS itself does not store any information about the sales orders. The Sales Invoice operation allows paying for the sales order that has been created and invoiced in Microsoft Dynamics AX for Retail.
Configuring Microsoft Dynamics AX for Retail

AX User Settings Microsoft Dynamics AX for Retail user running the Transaction Service needs to be a part of an AX user group that has permission to do the following: Use and post the payment journal that has been chosen in the Microsoft Dynamics AX for Retail Headquarters parameters for POS payments Post sales orders Transaction Services Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Payment Journal Settings Payment journal settings need to be set for Sales order payments to be processed accurately through the Retail POS Transaction Service.
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To configure the Sales orders to be posted directly after the Sales order has been paid completely at the Retail POS the following settings need to be set. Click on RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Prepayment Place a check mark in Post sales order
Please note that if this is done then it is necessary to fill in all required attributes when creating a Sales order that is the Warehouse id and so on.
Create Buttons on the Till Layout To have access to the Sales order operation a button needs to be added to the Till layout. Sales Order Create a button on the Till layout: RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Sales Order
Send the Updated Values to Retail POS Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. (NTerminal).
Using the operation in Retail POS

Start the Retail POS application If the application is already running then log off and then log back on.
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If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Click on Sales Order The Sales Order dialog will be displayed
If the sales order Id is available: Type in the Sales Order Id Click on the button Get Information about the sales order will be displayed in the Sales Orders dialog If the sales order Id is not available: Enter the Customer Id Click on button Get Search for a sales order by clicking on the button Search A list of all available sales orders for the customer is displayed Select a sales order Information about the sales order will be displayed in the Sales Orders dialog
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Pre-Payment When sales orders are created a prepayment amount can be decided. This is the minimum amount that needs to be paid before the sales order is processed. Information about the prepayment amount is available in the Sales Order dialog after the sales order has been selected.
To pay the prepayment amount click the button Prepay sales order and the prepayment amount is added to the transaction. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Retail Transaction Service and the sales order balance amount is reduced or increased by the amount that has been prepaid. Pay Sales Order Total Balance After the sales order has been selected information about the remaining balance on the sales order is available in the Sales order dialog.
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To pay the total balance click on the button Get sales order and the entire balance of the sales order is added to the transaction. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Transaction Service and the Sales order balance amount is updated.
Create Picking List and Create Packing Slip The buttons Create Picking List and Create Packing Slip on the Sales order dialog trigger a printout within Microsoft Dynamics AX for Retail using the Transaction Service. The Picking List contains the details of the ordered items. A Packing Slip is a shipping document that accompanies delivery packages. It includes an itemized detail of the package contents and may or may not include customer pricing.
Troubleshooting
If the error displayed in the picture occurs when paying a sales order Payment journal settings may not been set or Microsoft Dynamics AX for Retail user running the Transaction Service doesn't have the necessary user permissions. To temporarily resolve this issue on the Retail POS use operation Void Transaction to void the entire transaction.
Retail Transaction Service: Sales Invoices

Functional Overview
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A Sales invoice is a commercial document issued by a seller to a buyer, indicating the products, quantities and agreed prices for products or services with which the seller has already provided the buyer The Sales Invoice operation allows payment of an issued sales invoice that was created in Microsoft Dynamics AX for Retail. The Retail POS gets information about sales invoices through the Transaction Service that is the POS itself does not store any information about them.

AX User Settings Microsoft Dynamics AX for Retail user running the Transaction Service needs to be a part of an AX user group that has permission to do the following: Use and post the payment journal that has been chosen in the Retail Headquarters parameters for POS payments Settle transactions Transaction Service Settings The RETAIL POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Payment Journal Settings Payment journal settings need to be set for Sales invoice payments to be processed accurately through the Retail POS Transaction Service. Click on RETAIL HEADQUARTERS>SETUP>PARAMETERS Select Prepayment tab Select Name Select Ledger Account. Create Buttons on the Till Layout To have access to the Sales Invoice operation a button needs to be added to the Till layout. Sales Invoice Create a button on the Till layout RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Sales Invoice
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Send the Updated Values to Retail POS Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal.
Using the Operation in Retail POS

Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Select Customer Click on button Sales Invoice The Sales Invoice selection dialog will be displayed
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Select a Sales invoice from the list Click on the button Select The Sales Invoice balance amount is added to the transaction.
When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Transaction Service and the sales invoice balance amount is updated.
Retail Transaction Service: Customer validation

Functional Overview
When an amount is being charged to a customer the Retail POS Transaction Service can be used to retrieve information from Microsoft Dynamics AX for Retail about the customer's credit limit and if the payment is within the limit. Microsoft Dynamics AX for Retail maintains a customer balance based on the sum of transaction being charged and the amount the customer has paid. The limit on this balance is decided on each customer by setting the Credit limit.

The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed.
Send the Updated Values to Retail POS Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. Changing the Customers Credit Limit Click on ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. Select any of the existing customers Select the General tab.
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Set the Credit limit to any value Check the Mandatory credit limit check:
Click on ACCOUNT RECEIVABLE>CUSTOMERS to view the current balance on each customer.
From this information it is obvious that customer number 3000 can only charge for $1500. Charging for more will raise an error in Retail POS.

On the Retail POS side generate a transaction of more than 1500 and charge it to customer 3000 Since the amount $1750 exceeds the $1500 credit limit by $250, a message telling you that the Credit limit has been exceeded appears. Increasing the credit limit to $1750 would enable to transaction to be completed.
Trouble shooting
If an error comes up when paying into a customer account then the Retail POS Transaction service has not been configured correctly:
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Go through the Transaction Service Profile settings again and make sure that they are correct. Test the Transaction Service connection.
Retail Transaction Service: Inventory lookup

Functional Overview
The purpose of this operation is to allow the user to request stock level of the selected item. The Transaction Service will return the stock level for the item in each location. This is convenient when an item does not exist and the customer wants to know in which store the item can be found.

On the Microsoft Dynamics AX for Retail side the Transaction Service settings need to be set as well as adding a button to the Retail POS Till layout to access the Inventory Lookup operation.
Create Buttons on the Till Layout To have access to the Inventory lookup operations a button needs to be added to the Till layout. For further information on how to create button grids and Till layouts please see Part I. Inventory Lookup Create a button on the Till layout RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Inventory Lookup
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Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Click on the button Inventory Lookup The Inventory Lookup dialog will be displayed
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Use either one of the two methods: Type in an item number, and press the Enter button. Click on the Search button, and select an item from the list. If the item is found, the items status will be displayed at the top of the dialog. The inventory status of other stores within the chain will be displayed in the list:
Retail Trasaction Service: Stock Counting

Functional Overview
Basic stock count can be performed in Retail POS by using a scanner or by entering the item information manually. This can be done with the POS register online or offline. You can suspend the stock count and resume at a later time, if needed. Variants can be counted in stock counts, but not serial numbers or units of measure. Note: scheduled or basic stock count can be performed by using Enterprise Portal via a browser and an Internet connection.

Transaction Service Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Create Buttons on the Till Layout No need to create a new button for Stock Count since its already configured on the current till layout under Tasks.
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Start Retail POS and log on with an account that has store inventory access. Click Tasks, and then click Stock Count. Retail POS displays the Stock Counting form. Scan an item, or in the Scan or enter barcode box, type the item number, and then press ENTER. In the Enter quantity box, type the quantity, and then press ENTER. If the item has variants, Retail POS displays the Select form. Select the appropriate variant dimensions. Repeat the stock count steps for each item that you want to count. When you have finished the stock count, click Commit to send the stock count to Retail Headquarters.
Retail Transaction Service: Purchase Order and Transfer Orders

Functional Overview
You can receive inventory from purchase orders and incoming transfer orders. The receiving documents can be downloaded from Retail Headquarters on demand, and employees who have been granted access can receive the merchandise. Completed receiving documents are then uploaded to Retail Headquarters for posting to the original purchase orders or transfer orders. Item variants and units of measure can be included when receiving inventory. You can use Retail POS to complete outgoing transfer orders and pick merchandise for them. The picking documents for transfer orders can be downloaded from Retail Headquarters on demand, and employees who have been granted access can pick the merchandise. Completed picking documents are then uploaded to Retail Headquarters for posting to the original transfer orders. Note: You can also pick merchandise using Enterprise Portal with just a browser and an Internet connection. For more information, see the Enterprise Portal Retail Users Guide.

Transaction Service Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Create Buttons on the Till Layout No need to create a new button for Picking and Receiving since its already configured on the current till layout under Tasks.
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1. Receive a purchase order or transfer order Start Retail POS and log on with an account that has store inventory access. Click Tasks, and then click Picking and Receiving. Retail POS displays a list of purchase orders, incoming transfer orders, and outgoing transfer orders for the store. Click Refresh. Select the purchase order or incoming transfer order that you want to receive, and then click Select. Retail POS displays the Receiving dialog box. Scan the item that you want to receive, or in the Scan or enter barcode box, type the item number, and then press ENTER. Retail POS displays the Quantity dialog box. In the Enter quantity box, type the quantity, and then press ENTER. Repeat the previous steps for each item that you want to receive. When you have finished receiving inventory, click Commit to send the changes to Retail Headquarters. 2. Complete an outgoing transfer order Start Retail POS and log on with an account that has store inventory access. Click Tasks, and then click Picking and Receiving. Retail POS displays a list of purchase orders, incoming transfer orders, and outgoing transfer orders for the store. Click Refresh. Select the outgoing transfer order that you want, and then click Select. Retail POS displays the Picking dialog box. Scan an item that you want to pick, or in the Scan or enter barcode box, type the item number, and then press ENTER. Retail POS displays the Quantity dialog box. In the Enter quantity box, type the quantity, and then press ENTER. Repeat the previous steps for each item that you want to pick. When you have finished picking the transfer order, click Commit to send the changes to Retail Headquarters.
Retail Transaction Service: Centralized Returns

Functional Overview
When some time has passed since a transaction was completed, it may not be easy to return the whole transaction using the same price as the items originally had. You may also be returning the items in another store. This problem has been solved by enabling Retail POS to retrieve previously posted transaction from Microsoft Dynamics AX for Retail. This way the customer can return one or more items from the original transaction using its original price.
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The system has to be configured so that each receipt number is unique. By passing the unique receipt number into Microsoft Dynamics AX for Retail, it is able to locate it and send it back to the Retail POS. It is possible that the transaction has not yet been posted into Microsoft Dynamics AX for Retail. Therefore, in the case when transaction is not found In Microsoft Dynamics AX for Retail it is checked whether it is found in the local database. If it is still not found, an error message appears saying that the transaction is not found. Should note that transactions must be returned to the same register if P-Term has not run.

Transaction Service Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Create Buttons on the Till Layout To have access to the Centralized returns operation a button needs to be added to the Till layout. Centralized returns Create a button on the Till layout RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Return Transaction

Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the Retail POS local database, the new button should be visible Click on the button Return Transaction A dialog asking for a receipt number appears.
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Type in the receipt number. If the receipt number is found in Microsoft Dynamics AX for Retail a dialog appears with every item from that transaction.
Select the items meant to be returned using any of the appropriate buttons: Select line (Selects one line. Selecting a line has the same affect) Select all (Selects all the lines) Clear selection (Deselects all the lines) Press either Return items to return the selected items or press Cancel to abort the operation. The items selected will be added to the current transaction.
When the transaction has been paid for, Microsoft Dynamics AX for Retail is notified through the Transaction Service and each returned item is checked again to make sure that they can be returned. This prevents the same items to be returned in two stores at the same time.
Retail Transaction Service: Staff validation

Functional Overview
This functionality enables the feature of querying the centralized Microsoft Dynamics AX for Retail database to validate the operator log in at the Retail POS. In addition to validating the log on it also monitors that an operator is not logged on to many terminals at the same time therefore the centralized log off communication is to ensure that Microsoft Dynamics AX for Retail is aware when an operator is not logged on.
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Transaction Service Settings The Retail POS Transaction Service needs to have been configured. Click RETAIL HEADQUARTERS>SETUP>POS>TRANSACTION SERVICE PROFILE Select the Transaction Profile the current terminal is using. Select the Settings tab Select Staff Save the settings
Create Buttons on the Till Layout If it doesn't already exists a Log off button has to be added to the Till layout. Logoff button Create a button on the Till layout.
RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID
Either select an existing payment button grid or create a new one. Add a new button with Action Logoff
Creating an Operator in Microsoft Dynamics AX for Retail In order to create a staff member in Microsoft Dynamics AX for Retail, an Employee needs to be created first. Click on BASIC>EMPLOYEE DETAILS and the Employee form will appear. Press CTRL+N to create a new Employee. Select the General tab Place a check mark next to the Retail field in order to convert the newly created employee to become a Staff member:
Click on RETAIL HEADQUARTERS>SETUP>STORE>STAFF and the Staff form will appear. The new Staff member will be visible in the list. Type in information relating to the Retail POS as described on the next page.
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Tab General General General
Field Name Name on receipt Blocked
Description The name of the cashier The name as it appears on the receipt Checked if the cashier should temporarily not be able to login (online check) The password to be entered Whether the cashier should be allowed to log in to multiple terminals at any given time (online check)
Personal Privileges
Password Allow multiple logins
Set necessary Privileges, defined on Privileges tab
Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal
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When the POS starts, the user is prompted with the following window: Login with the user ID and the password as provided in the steps above. In order to be able to log off, make sure that a button with the Log off functionality is available. The Log off function can only be pressed if the transaction is empty, but when activated, the POS returns to the log in state.
Retail Transaction Service: Credit memo (Credit voucher)

Functional overview
A Credit memo or a Credit voucher is a document that acknowledges a liability and provides authorization to pay the debt. It is issued that is when a customer returns bought goods and the holder of a voucher can use it as payment for other goods. A voucher is never sold but only issued under circumstances when a customer can claim that he has valid reasons for getting one. Please note that in this document we will always refer to Credit memo but in the Microsoft Dynamics AX for Retail it is called Credit Voucher. When creating credit memos on the Retail POS a request is sent to Microsoft Dynamics AX for Retail through the Retail POS Transaction Service and the creation of the credit memo is done on the Microsoft Dynamics AX for Retail side and the information is sent back to the POS and it can continue with the sale that is payment, printing a certificate and so on.

For credit memos to be properly created and used a number sequence needs to be created and some tender type configurations need to be set. Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Credit Memo Number Sequence Go to RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Number sequences Set the number sequence for Credit voucher Number
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Tender type properties Decide the minimum value allowed on the Credit Memo tenders and what tender to use if the balance is less than the minimum: RETAIL HEADQUARTERS>SETUP>STORE>STORES: Select the Store you want to use Click on the Setup button and select Tender Types Select Tender type Credit Memo Select the Change tab Above Minimum change tender is the tender that should be used if the remainder of the balance is higher than the Minimum Change. Minimum change the minimum balance that can be on the credit memo before giving the customer the change back and invalidating the credit memo. Set Change tender to Cash (or any other tender type you want). Select the General tab and set Operation id to 213 (Pay Credit memo) These steps have to be repeated for every store that is being used
Create Buttons on the Till Layout To issue and use credit memos buttons have to be added to the Till layout. Pay Credit Memo Create a button on the Till layout pay with a gift card RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Pay Credit Memo and Payment type as Credit Memo. The Pay with Credit Memo button will work in two ways: If the transaction is a negative or return action a credit memo will be issued If the transaction is a positive number then the cashier will be asked for a credit memo id to use as payment.
Issue credit memo Create a button on the Till layout issue a gift card RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Issue Credit Memo.
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The Issue Credit Memo button will, as the name implies, simply issue a credit memo for the amount that the store owes the customer within the transaction. Send the updated values to Retail POS Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal.

Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new buttons should be visible Return an item Click on Issue Credit Memo button and if the balance of the transaction is a minus number a Credit Memo will be created through the Transaction Service. Go into RETAIL AX>RETAIL HEADQUARTERS>INQUIRES>CREDIT VOUCHERS The credit memo that was just created will be visible in the list with Applied as false Sell a few items Click on the Pay Credit Memo button created before. A dialog asking for the credit memo number will be displayed Enter the credit memo number created before. Click on the button Get The Credit memo amount will be displayed in the dialog
Click on the button OK Go into RETAIL AX>RETAIL HEADQUARTERS>INQUIRES>CREDIT VOUCHERS The credit memo created previously will now have Applied as true and if the credit memo balance was not used up a new credit voucher was issued.
Retail Transaction Service: Gift Card

Functional Overview
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A gift card is a non-monetary item that is purchased by a customer and is issued by a retailer. Customers can purchase and give gift cards to friends and family. It is beneficial to the retailer as then the gift card recipient has to come to the retailer to redeem the card. Customers also spend more when there is balance left on the card. At POS terminal there are four operations: issue a Gift Card to the customer, add balance to Gift Card, check Gift Card balance, or allow the customer to pay with a Gift Card.

Transaction Service Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed. Create Buttons on the Till Layout To have access to the Centralized returns operation a button needs to be added to the Till layout. Gift Card Create a button on the Till layout RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing button grid or create a new one. Add a new button with Action Issue Gift Card Add another new button with Action Add to Gift Card Add another new button with Action Gift Card Balance

There are four main functions on the Retail POS: 1. Issue Gift Card 2. Add Balance to Gift Card 3. Check Balance on Gift Card 4. Redeem a Gift Card Issue a Gift Card At POS, click Task/Issue Gift Card Scan the gift card or type in a number in the Gift card number box. Enter the gift card amount and click OK to complete the transaction. POS prints a sales receipt and a gift receipt.
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Add Balance to Gift Card At POS configure a button with action Add to Gift Card. Click Add to Gift Card button Scan the gift card or type in a number in the Gift card number box. Enter the gift card amount and click OK to complete the transaction.
Check Gift Card Balance At POS, configure a button with action Gift Card Balance. Click on Gift Card Balance. Scan the gift card or type in a number inthe Gift card number box. Click on Get to see the gift card balance Click on Print Receipt to print a receipt with the blance of the gift card.
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Redeem a Gift Card Add items to a transaction Click Pay Gift Card Scan the gift card or type in a number inthe Gift card number box. Click OK to complete the transaction.
Retail Transaction Service: Loyalty

Functional Overview
The loyalty system is based mainly upon two operations; accruing points and spending points. Accruing points requires a loyalty customer to be created. Each loyalty customer can have a reference (optional) to a real customer in the system. More than one loyalty customer can have a reference to the same real customer. After the loyalty customer has been created, one or more loyalty cards can be issued belonging to this loyalty customer. Each of those loyalty cards have a reference to a loyalty scheme, which specify the points accruement rule, that is how many points can be accrued and for doing what. Each loyalty card is also identified in what way it is intended to be used, only accruing, accruing and spending and so on.

Details of Loyalty configuration is covered In Microsoft Dynamics AX for Retail HQ User Guide.

There are two main functions on the Retail POS. Accruing points and spending points. Accruing points can be done at any time during the transaction, either by swiping the loyalty card or press a special button to manually enter the loyalty card number. The following may trigger a point accrual: 1) a direct purchase of an item, 2) a purchase of an item that belongs to one of the following: Retail group, Retail department, Special group, Business group, Division group, 3) a
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purchase of any item, 4) a purchase of a particular variant of an item 5) for using a special vendor type, when paying. In order to spend loyalty points, the card payment dialog has to be opened and a card that has been identified as a loyalty card has to be used. How to Accrue Points In order for loyalty points to be accrued, a loyalty card has to be added to the transaction. One way is to swipe the loyalty card at any time during the transaction. If the card is identified as a Loyalty card a message is displayed on the message panel. Another way is to manually enter the Loyalty card number. Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Click on the button Loyalty Request. Type the Loyalty card number into the number dialog. Only one Loyalty card can be registered for each transaction. If the user tries to add a second Loyalty card a message appears asking if you would like to override the existing one.
How to Spend Points When using the Loyalty card to spend points the card payment dialog must be opened. Enter the items to be purchased Press the Card payment button. The Card payment dialog appears. Swipe or enter the loyalty card number and enter the amount to be paid.
Troubleshooting
If an error comes up when using any of the Transaction service operations then the Retail POS transaction service has not been configured correctly. Go through the Transaction Service Profile settings again and make sure that they are correct.
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The firewall allows connections on the Transaction Service port
Conclusion
Getting to know and having overview of the design and functionality of the Retail POS is important in order to get the utmost of the functionality of the POS and the interaction of the POS and the POS settings in the Microsoft Dynamics AX for Retail. Having an overview of the data replication and communications between the two systems is equally important in order to get the idea of how the system as a whole will work in a customer environment.
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Quick Interaction: Lessons Learned

Take a moment and write down three Key Points you have learned from this chapter: 1.
2.
3.
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Appendix A Button Actions

Here is listed the Button actions available. The table contains a list of all user operations for example operations available in the user interface. Each operation is explained and what additional information is needed, if any, for it to function correctly.
Operation Add Shipping Address Add to Gift Card Application Exit Bank Drop
Description Add customer shipping address to transaction. Add balance to gift card. Terminates the application. Allows user to account for money taken to the bank. User required to input amount and bank deposit number. Executes the blank operation service. By specifying different operation number for each blank operation, many different blank operations can be referenced from within the main blank operation.
Input field(s)
Blank Operation
Operation number: The current blank operation. Parameter: A second optional parameter.
Change Unit of Measure
Allows changing unit of measure from default UOM to a different UOM configured In Microsoft Dynamics AX for Retail. Sets the quantity a selected item line to 1. This operation will clear the salesperson from a selected item. Launches Get Customer operation. Input customer ID. This action causes an input window to appear, to allow a deposit into a customers account. A customer account has to be selected prior to executing this action. Create a new customer account. Input is customer name, customer
Change User Clear Qty Clear Salesperson Customer Customer Account Deposit
Customer Add
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group address and so on. Only available for Stand-alone terminals. If a customer has been selected, this action clears the previously selected customer from the current transaction. This action displays a customer search window. From there it is possible to select a customer and attach him to the current transaction. Displays the transactions for the selected customer. Prints a report showing the customer transactions for the selected customer. Only available for Stand-alone terminals. Prints a balance report for all customers, not having balance equal to zero. Only available for Stand-alone terminals. When the day starts, cash can be inserted into the cash box using this operation, with an optional description. By clicking this button, design mode is entered. By clicking this button, design mode is disabled. Displays the balance of the transaction on the customer display. End of day procedure is triggered by clicking this button. End of shift procedure is triggered by clicking this button. Creates an entity to a selected expense account. When cash is being put directly into the POS without any items sold, this operation is used. An optional description can follow.
Customer Balance Report Customer Clear
Customer Search
Customer Transactions Customer Transactions Report
Customer Balance Report
Declare Start Amount
Design Mode Enable Design Mode Disable Display Total
End Of Day End of Shift Expense Accounts Float Entry
Fuel Item Sale Get Fleet Card Information Gift Card Balance
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Income Accounts Inventory Lookup Invoice Comment Issue Credit Memo Creates an entity to a selected income account. This action allows the user to add text comment to the invoice. Only available with a working Retail POS Retail Transaction Service. Issues a new Credit Memo in Retail AX through the Retail Transaction Service. Issue a gift card After selecting an item from the list of items, this action can be executed to attach some text comment to the item. A text input window appears. This action triggers the sale of a barcode specified by the input field that appears.
Issue Gift Card Item Comment
Item Sale
Barcode: The barcode sold. By pressing the ... button, a new item can be selected
Item Search
Line Discount Amount
Line Discount Percent
Lock Terminal
Log Off Loyalty Request
This action displays an item search window. From there it is possible to search for and select an item and attach it to the current transaction. This action displays an input box where the discount amount can be specified for a previously selected item. This action displays an input box where the discount percent can be specified for a previously selected item. By pressing a button with this action, the terminal will enter a locked state, which the terminal can only recover from by entering the current users password. This action is executed to log of the current user. This action is used to request for loyalty point for a customer holding some loyalty identification, like a loyalty card.
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Minimize POS Window The POS window can be minimized by pressing a button with this action. Executing this action opens the cash drawer. Overrides the tax on the selected line item with a different tax. The different tax must be specified beforehand in Retail Headquarters Overrides the tax on the selected line item with a tax that the cashier selects from a list. The list of taxes must be specified beforehand in Retail Headquarters. Overrides the tax on a transaction with a different tax. The different tax must be specified beforehand in Retail Headquarters. Overrides the tax on a transaction with a tax that the cashier selects from a list. The list of taxes must be specified beforehand in Retail Headquarters. Executes the card payment window. Executes the cash payment window. Concludes the transaction by paying the whole amount with cash. Executes the check payment window. Executes the corporate card window. Displays a window to type in a Credit Memo number. Only available with a working Retail POS Retail Transaction Service Displays list of all currencies that the customer can pay in. Executes the customer account window. Displays a window to type in a Gift Card number. Only available with a working Retail POS Retail Transaction Service Displays the picking and receiving
Open Drawer
Override line item tax
Override line item tax from list
Override transaction tax
Override transaction tax from list Pay Card Pay Cash Pay Cash Quick
Pay Cheque Pay Corporate Card Pay Credit Memo
Pay Currency Pay Customer Account Pay Gift Card
Picking and Receiving
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dialog box, where you can select a purchase order or transfer order to receive or pick merchandise for. This action allows a previously created button grid to be selected and attached to the action. Then by pressing the button, the selected button grid will appear as a modal window above the POS screen. Closing this window will happen by either choosing one of the grids buttons, or by pressing Exit. By pressing a button with this action, a window appears where an item can either be entered or a barcode be scanned to view the items price. By selecting an item from the list of sold items and executing this action, the current price can be overridden by some entered price. Checks the price of an item. Retail POS asks for the items number. You can scan the item or search for the item. When the item is found, Retail POS displays the price of the item with the option to add the item to the transaction. Overrides the price of an item if the item has been set up to allow it. Retail POS displays a number pad to enter the new price. Prints an X report for the day. Prints an Z report for the day. A list of suspended transactions can be displayed with this action, and recalled to be completed. An item can be returned by executing this action prior to selling the item. The item will then be registered to the transaction with a negative valued quantity. A whole transaction can be returned by using this action.
Popup menu
A drop down menu to select the popup menu.
Price Check
Price Override
Price Check
Price Override Print X Print Z Recall Transaction
Return Item
Return Transaction
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Safe Drop Sales Invoice Enter amount mover from drawer to the safe. Only available with Retail POS Retail Transaction Service. Gets information about sales invoices on a specific customer in Retail AX Only available with Retail POS Retail Transaction Service. Gets information about sales orders on a specific customer in Retail AX Displays a form for searching for a shipping address This action displays an input window where a new quantity can be set to a previously selected item. This action displays a list of transactions performed on the POS. Each transaction can be viewed in detail and reprinted. Used to count stock at the store. Pops up a defined submenu, which will disappear when a button in the submenu is clicked. If the customer has to attend to some urgent matter before completing the transaction, this action will suspend the transaction to be recalled later. This action can be executed to start counting the cash from within the cash drawer, and then declared using a window that pops up. When cash has to be withdrawn from the cash drawer, this operation can be used, with an optional description. This action displays an input box where the total discount amount can be specified for a previously selected item. This action displays an input box where the total discount percent can be specified for a previously selected item.
Sales Order
Search Shipping Address Set Quantity
Show Journal
Shut Down Computer Stock Count Sub Menu
A drop down menu to select the submenu.
Suspend transaction
Tender Declaration
Tender Removal
Total Discount Amount
Total Discount Percent
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Transaction Comment This action can be executed to attach some text comment to the transaction. A text input window appears. This action can be executed to void a selected item from the list of sales in the transaction. The item has to be selected first. This action can be executed to void a payment from the list of registered payments from the transaction. The payment has to be selected first. This action can be executed to void an entire transaction.
Void Item
Void Payment
Void Transaction
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Manual

Microsoft Dynamics AX for Retail Training Manual

Microsoft Dynamics AX for Retail Training Manual

Microsoft Dynamics AX for Retail Training Manual

Microsoft Dynamics AX for Retail Training Manual

Purpose of the Course

Microsoft Dynamics AX for Retail Training Manual

CHAPTER 2: MAIN FUNCTIONALITY

Bar Codes and Variants

Microsoft Dynamics AX for Retail Training Manual

Microsoft Dynamics AX for Retail Training Manual

Retail POS Profiles

Income and Expense Accounts

Sections and Shelves

Retail POS Terminals

Microsoft Dynamics AX for Retail Training Manual

Exchanging Data between Point of Sale and Stores

Manual Data Exchange

End of Day Procedures

Calculating and Posting Statements

Microsoft Dynamics AX for Retail Training Manual

Test Your Knowledge Overview

CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS

Microsoft Dynamics AX for Retail Training Manual

Checklist for Starting Retail Headquarters

Microsoft Dynamics AX for Retail Training Manual

Localized Seed Data

Microsoft Dynamics AX for Retail Training Manual

Setting Up Store Specific Number Sequences

Discount Offer Multibuy Mix & Match Loyalty Card Number

Microsoft Dynamics AX for Retail Training Manual

Introduction to Data Distribution

Microsoft Dynamics AX for Retail Training Manual

Lab 3.1 Setting Up a new distribution group

4. Click MEMBER LIST. 5. Add S0009 to the Distribution members list.

Test Your Knowledge Retail Headquarters Setup and Requirements

Microsoft Dynamics AX for Retail Training Manual

CHAPTER 4: STORE SETUP

Tender types configuration

Microsoft Dynamics AX for Retail Training Manual

Using the POS Terminal method

Using the Total method

Date and Time

Checklist for Store Setup

Lab 4.1 Setting Up a new Store

Microsoft Dynamics AX for Retail Training Manual

Test Your Knowledge Store Setup

Microsoft Dynamics AX for Retail Training Manual

CHAPTER 5: INVENTORY SETUP AND MANAGEMENT

Microsoft Dynamics AX for Retail Training Manual

Checklist for Inventory Setup

Microsoft Dynamics AX for Retail Training Manual

Microsoft Dynamics AX for Retail Training Manual

Language specific item descriptions

Set up the retail hierarchy

Microsoft Dynamics AX for Retail Training Manual

Microsoft Dynamics AX for Retail Training Manual

Set up an Open Department or Open Group Sale

View the assortment items for a specific store

View the assortment items for a specific store group

Microsoft Dynamics AX for Retail Training Manual

Sizes, colors, combinations and Styles

Microsoft Dynamics AX for Retail Training Manual