Manual

Microsoft Dynamics® AX for Retail Training Manual

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Microsoft Dynamics® AX for Retail Training Manual
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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Microsoft Dynamics® AX for Retail Training Manual
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 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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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...............................................................236 RETAIL TRANSACTION SERVICE: STAFF VALIDATION ..............................................................................................................249 APPENDIX A – BUTTON ACTIONS ......................................................................................................................................................................................241 RETAIL TRANSACTION SERVICE: GIFT CARD.................................................................................................238 RETAIL TRANSACTION SERVICE: CREDIT MEMO (CREDIT VOUCHER) ......................................................................................248 QUICK INTERACTION: LESSONS LEARNED............................232 RETAIL TRASACTION SERVICE: STOCK COUNTING ......................................................................................................................................................................................................................................235 RETAIL TRANSACTION SERVICE: CENTRALIZED RETURNS .............................................234 RETAIL TRANSACTION SERVICE: PURCHASE ORDER AND TRANSFER ORDERS .....................................................................................................................................................................Microsoft Dynamics® AX for Retail Training Manual RETAIL TRANSACTION SERVICE: INVENTORY LOOKUP .243 RETAIL TRANSACTION SERVICE: LOYALTY.............................................................250 Page 6 .................................................................................................................246 TROUBLESHOOTING .........................247 CONCLUSION ..............................................................................................................................................................................

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. The chapters contain instructional texts. which introduce an area of the program and examples of how this area works.  This Microsoft Dynamics AX for Retail course is mainly an instructor-led training course but assists as well on self-learning. Page 7 . 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 be familiar with service names to port numbers assignment through the Hosts and Services files. and for those who want to be able to provide support for the application.Manual CHAPTER 1: INTRODUCTION Basic Information The introduction contains prerequisites and useful information about the Microsoft Dynamics® AX for Retail training course. You need to know how IP addresses can be assigned and how to use tools such as Ping and Tracert. Store Connect and Transaction Service Course Prerequisites The participants should have good understanding of Microsoft Dynamics AX. 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.

refer to: Retail in Microsoft Dynamics AX2009 in PartnerSource (sign in needed) Page 8 .Microsoft Dynamics® AX for Retail Training Manual 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.

such as stock control. In addition. Bar Codes and Variants Each item can have the unlimited number of bar codes linked to it. Be able to provide a short explanation on the system when needed. commonly referred to as Variants. purchasing. It is possible to link the bar codes directly to the item or let them represent different units of measure for the same item. you will:     Get an overview of the main features of the Microsoft Dynamics AX for Retail. Business Group Page 9 . Below you can find a listing of the main functionalities available in Microsoft Dynamics AX for Retail.Manual CHAPTER 2: MAIN FUNCTIONALITY Objectives After completing this chapter. Retail Headquarters includes numerous features that consider item sales at the point of sale. such as cases or packs. Also. All the standard Microsoft Dynamics AX functionalities regarding items. The main aim of this overview chapter is to giving to the user a possibility to get an idea of the system construction. Item Hierarchy Retail Headquarters have a four-level static item hierarchy: 1. this chapter introduces several main concepts frequently used in the system and it can be regarded as a reference chapter. See the list of the main features below. Items Items are the fundamental units in the Microsoft Dynamics AX for the Retail Headquarters system. ordering. Introduction A short overview of a system has several purposes. Get familiar with the system hierarchy that is obligatory for the next chapters understanding. Identify the main concepts used in connection with the system. and price and cost calculations are available in Retail Headquarters. 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.

Microsoft Dynamics® AX for Retail Training Manual 2. the attributes will be copied from the Retail Group to the Item. Retail group. Further explanations of the distinction between the Retail item. Retail group. Division Group 3. A set of functionalities is not allowed for standard items and requires an item to belong to the Retail item. Prices can have a starting date and ending date. When assigning the item to the Retail Group. Retail Group Each item can belong to one Retail Group only. only for retail items. and Retail department item types can be found in the next chapters. 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. or Retail department type. 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. 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. Retail Department 4.  Whether it is a retail item. the price will be set at the POS terminal. In this case.  Whether it is a retail group or a retail department. They can be specific for variant and item unit. Example: Competitors price cannot be set for a standard item. Page 10 . Shelves and sections are connected to Retail groups and Retail departments. which means that this is an item intended for being sold at the POS terminals. making it possible to sell an item at a different price to certain customers and at specific stores. The link to the higher levels of the retail hierarchy will be established as well by assigning the item to the Retail Group.

This price is displayed on shelf and item labels. a Multibuy Discount offer type provides a possibility of different levels of discounts based on the number of items the customer buys. The last offer type is Mix & Match. different kinds of special offers are available (e. As its name implies. Both offers can be based on the specific Price Groups. and styles. Discounts can be in the form of a deal price. price per kg or liter). The variants can have different sales prices at the POS. discount percentage. There are several ways to set up this possibility: on the POS or in the Microsoft Dynamics AX. Also. discount amount. Retail Groups. Each combination is represented with a unique bar code. it works in the way similar to the Discount Offer type.Manual 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. mix and match and seasonal offers).. It is a most versatile type of offer since it can be triggered by a combination of factors. The discounts can be based on a flat percentage or promotional. and Variants. least expensive or be specified for the individual Mix & Match lines.g. An item can be only in one active promotion at the same time. 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. such as Items. Variants The Retail items can have different sizes. Comparison Price The system can calculate a comparison price for the items for a chosen comparison unit (for example. Customer/Item Discounts Selected customers can get discounts on specific items. Page 11 . colors. In other words.

you can print shelf labels and item labels for chosen items or for items where the label is needed. terminal. visual profile. It is attached to a POS record The visual profile contains information for the graphical layout and positioning of the POS retail registers. It is attached to a functional profile. For each store.Microsoft Dynamics® AX for Retail Training Manual Infocodes Retail items can be assigned to multiple infocodes that are an important tool for receiving additional information on the item sale or return. This provides a set of receipt templates for the printers at your registers. the staff. The hardware profiles can be copied. The distribution location contains information needed for replication.    The hardware profile contains the driver setup for POS peripherals as well as the keyboard mapping. 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. 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. It is attached to the POS record. The maximum amounts or quantity allowed can be set up on the Amount tab. On the Infocodes tab.   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. Label Printing You can assign a shelf label or an item report to a retail item. Linked Items Retail items can be automatically linked to other retail items at sales time.g. e. Visual profile is attached to a POS record The functional profile contains functional settings and is attached to a store record. The system prompts the operator at the POS terminal for an input. and receipt profile. Page 12 . functional profile. Retail POS Profiles Retail Headquarters works with these POS profiles: the hardware profile. On the Functions tab. The receipt profile is a group of form layouts that can be assigned to the point-of-sale printers via a hardware profile. transaction service profile. bottles that are linked to drinks. and transactions settings are set up.

retail items can be assigned to these sections and shelves. they represent a unique warehouse in the standard Microsoft Dynamics AX system and can also be a unique department and cost center. such as the handling of return transactions. Staff Retail Headquarters keeps records on the staff members.. You enter details for handling amount. and maximum discount to give. posting. such as ID number. You can control various aspects of their functionality and default settings from Retail Headquarters. texts that will be printed on receipts and are displayed at the POS terminals. you choose its closing method. On the store level. address. A staff member must be assigned to a store. and phone number. Tender Types Retail Headquarters allows you to define and configure functionality for the tender types in each store. depending on tender types such as cash.Manual Stores Stores are connected with POS terminals and are the basis for sales transactions. login/logout procedures. Sections and Shelves You can create a physical structure for each store. a ledger account for rounding. and foreign currency. You assign each member a type of authorization for various actions at the POS terminals. Retail POS Terminals POS Terminals represent the front end of your store. etc. Besides from being a unique retail location. checks. For each store. accounts. change. You assign the ledger accounts to these accounts for posting and enter POS terminal receipt texts. statement method. Income and Expense Accounts You link all store income with the income accounts and store expenses with the expense accounts. based on the sections and shelves. such as voiding transactions. performing tender declaration. Page 13 . credit cards. overriding price. and set limits for allowing posting. slip printing.

when replicating. and posting the data. up-to-date transaction sales information is available at all times. using the Microsoft Dynamics AX for Retail Store Connect. the system will only insert.Microsoft Dynamics® AX for Retail Training Manual Customer Retail Headquarters uses the standard Microsoft Dynamics AX customer table with minor enhancements to account for unposted transactions as well as receipt preferences. you can greatly reduce the amount of data that needs to be sent to the POS terminals or replicated between databases. By using them. End of Day Procedures The typical procedures that need to be executed at the end of the day. Transaction Information In Retail Headquarters. or delete a record in a table relevant to data exchange in Retail Headquarters. involve logging out of each POS terminal. The data exchange with POS terminals can be performed either on the basis of these actions or on the entire tables. Page 14 . insert. Thus. Likewise. 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. Exchanging Data between Point of Sale and Stores In Retail Headquarters. entering counted amount against the transaction amount. An action is created every time you modify. If required. collecting and calculating transaction data. or update a record if there is an action for it. you can choose to replicate by actions. tender declaration can be run on each POS terminal. transactions from the POS terminals can be imported continuously throughout business hours. delete. Then. communication with the point of sale consists of replicating between head office and POS.

and Transaction ending time fields if the Closing method field is set to Date and Time. Each transaction can include sales and payment entries. and enters the result for each tender type into a statement line.    Click Functions > Calculate Statement and click Yes in the dialog window. On the Setup tab. The steps that describe how to create. The system imports the POS tender declaration in the same way as other transactions and create from it tender declaration transaction entries. Fill in the Counted Amount for all statement lines or perform a tender declaration on each POS. coupon. inventory and tender declaration entries. calculate. Transaction from time. infocode. in the Transaction interval field group. It creates a line per staff member or POS terminal if the statement method is defined in such a way. It then sums up the transaction amounts in each tender type. and post the statements are as follows:     Click RETAIL HEADQUARTERS > JOURNALS > OPEN STATEMENTS. Click Functions > Post Statement to post the statement. Press CTRL+N to create a new statement.Manual Transactions You can view all information on transactions that have been made at the POS terminals and imported into the Retail Headquarters system. Calculating and Posting Statements When you create a statement and calculate it. Page 15 . Enter a store number in the Store number field. enter information in the Transaction from date. mix & match. Transaction ending date. the system marks all unmarked transactions made from and up to the date and time selected in the statement.

Yes ( ) b. No Question How many levels are in static retail item hierarchy? ________________ Page 16 .Microsoft Dynamics® AX for Retail Training Manual Test Your Knowledge  Overview Question Is it possible to initiate data exchange manually? ___________ ( ) a.

It caters to the fundamental needs of the retail business. prices. It makes extensive use of the distribution principles. such as items. the POS terminals. picking and receiving operations can be performed at the store from within POS or Enterprise Portal.    Retail Headquarters The Microsoft Dynamics AX for Retail Headquarters system is a powerful link for the front end of your stores. Additional processes are supported with 3rd party solutions. It controls the fundamental needs for the retail business. that includes the POS setup and configuration o Retail Headquarters is the core module where centralized management happens. Introduction Microsoft Dynamics AX for Retail is made up of three modules. and business accounting setup. Get a clear understanding of the mandatory fields. and customers.Manual CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS Objectives After completing this chapter. Be able to set up Retail parameters. 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. POS terminals. featuring such important forms as Store card. Be able to assign distribution locations to distribution groups and subgroups. Prices. Staff. Page 17 . you will:     Be able to set up Stores and distributions rules for each store.  Retail Headquarters. Retail Headquarters manages replication of data between databases and supports the head office – POS structure. By using the built-in data distribution management. and Replenishment. Replication is scheduled by the user and can be set up in the way that only changed information is replicated. and your business accounting setup. staff. such as stock counts. 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 offers means to exchange data between Head Office and POS terminals. such as Items. These modules also represent the key features of the application. for example.

The use of this functionality ensures better control and overview of sales in your business. quantity discounts. section. In addition to the keeping track of items in sections and shelves functionality. Page 18 . The Retail groups are formed into Retail departments that. Retail Headquarters offers several ways of controlling item prices at the POS terminals. together with staff operational authorization. Finally. in turn are grouped in Division Groups. the Division Groups are formed into Business Groups. You divide your business into distribution locations: head office. and discounts on a collection of items that can be mixed and matched. you define the structure of the data flow between these locations. and POS terminals. You can divide each store into sections and shelves. and thus have an access to the statistical view of sales for each store. you group items together in the Retail groups. It provides extensive control of functionality for tender types and means to define how the POS terminals operate in the store. Then.Microsoft Dynamics® AX for Retail Training Manual Retail Headquarters offers you a model for structuring your business. stores. Among them there are multiple retail item sales prices. discounts on specific items and retail groups. and shelf.

For Brazil. For India. color. General Retail Headquarters offers varied features that can help you manage your retail business. sales person ID. and style that can be set individually or as a combined variant.Manual Infocodes can be assigned to the retail items. the setup can vary from one company to another. Retail Headquarters allows four retail item variations: size. You can register the default item type and the EAN license number used in your business. reasons for returns and so on. and some POS events. you can set up the default type of establishment for retail customers. there is an overview and a brief description of the settings available on the tabs of the Retail Setup window. customers. you must enter certain information before you can start running your business. income /expense accounts. 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. flight no. you can decide how you want the program to manage the Retail Headquarters system. 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.. More information on the introduced features can be found in the next chapters. This make it possible for your business to get additional information needed at transaction time. other is optional. Page 19 . Depending on how you want to structure your business. Below. such as. configuration. tender types. you can configure replenishment transfer type and price type here. Certain setup is mandatory. To start Retail Headquarters. Checklist for Starting Retail Headquarters When you set up Retail Headquarters.

Furthermore. and other data that can be defined at the convenience of each user.Microsoft Dynamics® AX for Retail Training Manual Distribution Here you specify the distribution specific information. whereas other is necessary in certain stores only or access to it should be limited by other definitions. it is possible to define its level as labels can be created for the whole distribution groups or for the local stores. For such cases. for example. vouchers. Table distribution is used to decide where the tables’ information should be distributed to. Item Creation For the functionality of item creation. the default warehouses are required. Some information should be available everywhere. please refer to the Table distribution chapter. You can also specify whether the system will create trade agreement lines for the variants of an item. Page 20 . Posting There are different options to post data. you must create and assign a number sequences for the store numbers. the actions and Preactions are defined. A unique key for the store table is allocated when a new store is created. the use of the Preactions for the scheduler. gift cards. For more details. such as the total discounts and periodic discounts. number sequences are used for variant creation. Number Sequences When a multiple-store configuration. Labels When labels are created.

The seed data will be populated based on the current Microsoft Dynamics AX company default language. 5.dat files that contained all required Retail system data. Select the Retail Headquarters in use check box. Fill in the Local store number field. Setting up Retail Setup: 1. 2. The new Initialize button in Retail Headquarters parameters form uses the country settings for the current Microsoft Dynamics AX Company and correct localized data.Manual Version The version number shows you the actual version of Retail Headquarters. On the Number sequences tab. Existing records are not updated or overwritten. Localized Seed Data You do not longer need to import locale-specific version . 4. fill in the Store Number and Variant fields. Fill in other fields as needed. Click RETAIL HEADQUARTERS > SETUP > PARAMETERS. Page 21 . You can now populate the Microsoft Dynamics AX company with a single click. 3.

depending on which store the record will belong to or be valid in.Microsoft Dynamics® AX for Retail Training Manual  Click on Yes in the Initialize base configuration data for Retail Headquarters form. In certain tables in Retail Headquarters. Staff. you need to select the correct number sequence every time you insert a record in the table in question. You can set up this option for all tables except for the statements. Numbering is important not only for identification purposes but because a practical numbering system makes the entire company more manageable. you may want to have numbers inserted manually. you must assign unique identification codes to certain tables such as the Item. Numbering Principles In Microsoft Dynamics AX. In every company in your retail business. A practical numbering system can also reduce the number of errors that occur in the data entry. you can set up a complete numbering system consisting of an unlimited number of number sequences for different types of basic information. Page 22 . 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. POS Terminal and Statement table to ensure proper work of your system. If you set up a number sequence for a table where each store has its own sequence.

You should not allow a manual creation of the statement numbers. You can set up one general number sequence. Staff number must be unique throughout the system. Records are not assigned per store. 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 Page 23 . on the Number sequences tab. POS Terminal numbers must be unique throughout the system. Number series for the Statement Voucher The number sequence for the POS Terminals. but they might have a store dependent distribution.Manual In the Stores form (RETAIL HEADQUARTERS > SETUP > STORE >STORES). A common setup is to assign each record to all stores. 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. there are the drop down lists for the defined number sequences that are pre-created. You choose whether to have one sequence for all stores or one sequence per store.

To facilitate the setup of the system. Microsoft Dynamics AX is the master system for all types of the data. the system automatically creates distribution locations. the data is transferred to all distribution locations. distribution locations. and assigning location to distribution groups. Scenario Lois is starting to set up Retail Headquarters and needs to follow the procedures for setting up distribution groups. It is vital to properly set up data distribution groups so that the data goes to the proper databases. 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. Introduction to Data Distribution Microsoft Dynamics AX for Retail manages data in a centralized fashion. Page 24 . the distribution locations are automatically included in the Distribution groups with the selected No filter and Default group check boxes. it is very important to create at least two groups that will include the newly created distribution locations for the POSs and Stores. Thus. She follows the instructions that tell her that she first needs to set up one distribution group that includes all locations. whenever a POS or a Store record is created. These locations denote databases and depending on topology of your system. Upon creation. 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. while store databases and/or POS databases are populated via replication jobs from the Retail Scheduler module. Loyalty Customer Number Loyalty customers. Since she selects the No filter check box for both of them. the database information needs to be set up for corresponding POS and/or Store distribution locations.Microsoft Dynamics® AX for Retail Training Manual cards.

Page 25 . The system automatically creates a distribution location record and assigns the distribution group and subgroup with no filter to it. she creates a record in the Stores form. Lois has to define at least one distribution location that represents the head office in her system. Now the system knows which databases the data that is not restricted to a specific destination should be distributed to.Manual Next. To do that.

this will maximize the system usefulness. 2. Add S0009 to the Distribution members list. 1. 4. Click RETAIL SCHEDULER>SETUP>DISTRIBUTION GROUP. Some prices and promotions will have to be specific and distributed only to Store 9. The guidelines in this and next chapters present the ideal way of this process setup. Lab 3. Test Your Knowledge  Retail Headquarters Setup and Requirements Question Page 26 .1 – Setting Up a new distribution group Scenario – New distribution group Peter. Create a new record. Peter needs to create a new distribution group and subgroup to use it when defining where some prices and promotions should be distributed to. the marketing manager at Adventure Works decides to try a different promotions' sets and pricing at Store 9. 5. 3. Click MEMBER LIST.Microsoft Dynamics® AX for Retail Training Manual Conclusion Following the guides and manuals while setting up the Retail Headquarters are key factors for the correct data distribution. which has a central store database. Click GROUP>SUBGROUPS.

and configuration Question What five tasks are mandatory for starting a Retail Headquarters? ___________________________ ( ) a. Setting Up Distribution Location. and POS Terminals ( ) c.Manual Businesses can be divided into in to the following distribution locations _____________ ( ) a. and Substores Question What retail variants does Retail Headquarters allow? ________________ ( ( ( ( ) a. Stores. style. Head Office. Distribution locations. Page 27 . and Stores ( ) b. Stores. Head Office. Retail Setup. Setting Up Mandatory Description Group . Assigning Distribution Locations to Distribution Groups and Importing Data from an Existing System. Head Office. Size. Retail Setup. Retail Setup. Inserting Demo Data for Retail Headquarters. Size. Setting Up Distribution Location and Assigning Distribution Locations to Distribution Groups ( ) b. Assigning Distribution Locations to Distribution Groups and Numbering Principles (number sequences) ( ) c. style. Setting Up Distribution Location. Size. and type ) c. color. Color. Setting Up Mandatory Description Group . Setting Up Distribution Group with no filters. and configuration ) b. style. color. color. and variant ) d.

Introduction The store is one of the main units in the Retail headquarters system. You register store closing procedures and handling of statements. Page 28 . you will be able to:   Set up a Store correctly.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 4: STORE SETUP Objectives After completing this chapter. Tender types define ledger posting setups. You set up sales taxes for the store. defining mandatory tasks and getting an overview over the optional additional tasks available. Tender types configuration The tender types represent everything that the store accepts as a method of payment. stores can have different currency codes. Select financial dimensions for the store. staff and a section/shelf structure. You set up and select a POS functionality profile for controlling the POS terminals. and staff. rounding rules. Define a currency code for the store. change rules and whether the tender type counting should be performed during tender declaration. It is a distribution location with its own tender types. income and expense accounts. Use the various options to adapt the Retail headquarters system to the utmost by using the correct settings from the beginning. You set up tender types. mark it as a store and connect the appropriate stores by selecting the warehouse in the Stores form. POS functionality. Create a warehouse representing the store. The Following Setup Can Be Carried Out for a Store:            You should register a number for the store. In a multinational environment. Setting up the stores and the head office in your business are usually among the first steps when setting up your Retail headquarters system. Set up the number sequences for the store. its name. address and other registration information. When you have set up the general store information. You can set up income and expense accounts. you need to configure the distribution location setup for the store. It can be divided into sections and shelves. you can have multiple stores and keep track of sales and inventory for each of them. In Retail headquarters.

Statement Method There are three ways that can be used to summarize statement lines when a statement is calculated:    Staff POS terminal Total Page 29 . It is important to define this from the very beginning in the way that reflects the workflow of the company.Manual 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.

you can view the total results of tender types for each POS terminal. POS Batch By using this option. 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. By using this closing method. Thus. 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.Microsoft Dynamics® AX for Retail Training Manual Using the Staff method When the Staff method is used. Using the Total method When the Total method is used. This option is used when the intention is to have staff members accountable for the tenders they receive. the statement calculation will create one line for each tender type used in the transactions that is part of the statement. per POS terminal. the statement calculation will create one line for each tender type used in the transactions included in the statement. read more about POS Batches in Chapter 8. The default range is the full day of the statement creation. all transactions that belong together will belong to the same statement. This option is used when cashiers share a register and the total amount of tenders received can be from sales transactions. Page 30 . per staff member. 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 statement calculation will create one line for each tender type used in the transactions that is part of the statement. you can view the total results of the tender types for each staff member. Using the POS Terminal method When the POS Terminal method is used. The Date and Time filter can also be used here. Thus. performed by multiple staff members.

Certain setup is mandatory. Lab 4.1 – Setting Up a new Store Step by Step – Setting Up a New Store Page 31 . setting up Functionality Profiles. therefore. those tasks are not mentioned in the checklist. you must enter certain information before you can start using the store. and so on. complete the following tasks. other is optional. 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. Note that is has been assumed that certain tasks have already been carried out in the Retail Setup. 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. Staff members. For instance.Manual Checklist for Store Setup When you set up a store in Retail headquarters. For setting up stores in Retail headquarters. the setup can vary from one store to another. this includes defining of the Statement/Closing methods. Depending on how you want to structure your business.

3. He needs to define general information and statement/closing information for it. Select “FN001” for the POS Functionality Profile and Layout id should be 1. 1. Its sales tax group should be WA. the managing director needs to create a new store in Washington.Microsoft Dynamics® AX for Retail Training Manual Stewart. Set the Sales tax override group to DEFAULT. 2. 5. Create a Warehouse called Store11 and connect it to the store (use the Go to the main table feature). Set up a new store. the store should be assigned to the department 100. The Language field should be set to en-us and the Currency field to USD. Page 32 . _____________________ 4. named Store 11.

13.  Shift = 5. Choose rounding account 60815 and set the Maximum Rounding Amount to 0. set Remove/add tender = 04. Test Your Knowledge  Store Setup Question Can you have multiple stores in the Retail headquarters system? ___________ Page 33 . Set the maximum amounts for difference using the following parameters:  Posting = 5. 9. 7. On tab Tender type.Manual 6. Set up the Tender types for the store by copying tenders from the Store 10 (Functions > Copy tender to store). Set up the Default customer to 1037 11. The store calculates statements using the POS Terminal Statement method. (Setup > Cash Declaration). Set up Cash Declaration for the store by copying the cash declaration from Store 10.01. 8. 12. 10. The store closing method is Date and time.  Transactions = 5.

Microsoft Dynamics® AX for Retail Training Manual ( ) a. Setting Up Tender Types ( ) b. Assigning Functionality Profiles to Stores Page 34 . Yes ( ) b. Assigning a Default Customer to the Store ( ) c. Setting Up Cash Declaration Setup ( ) d. No Question Which of the following tasks are not mandatory when setting up a store in the Retail headquarters? ________________ ( ) a.

Division Group. you will be able to:    Master the item hierarchy and selecting the correct combination for different kinds of stores. Introduction Items are the fundamental units in the Retail Headquarters system.Manual CHAPTER 5: INVENTORY SETUP AND MANAGEMENT Objectives After completing this chapter. 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. and settings for Item and Variants. Retail Department. Retail Headquarters includes some features that concern item sales at the point of sale. Retail Group. Page 35 . Describe the procedures for inventory setup and management. Distinguish between the mandatory tasks and optional ones.

Retail Departments You can use the Retail departments when setting up the Open Department sales. Furthermore. as well as variants and retail item levels. Each Department can be connected to one Division group. They can also make the process of items location in sections and shelves easier and control the items location distribution. Using retail groups speeds up setup of new items because some settings are defaulting to standard item fields. promotions and discount offers can be created on the Retail Group level.Microsoft Dynamics® AX for Retail Training Manual Business Groups Business groups represent the most general grouping of items. Retail Groups The Retail groups can control the bar code construction and variant groups for the retail items included in each group. providing a possibility to examine sales statistics on a broader perspective. as shown below: Page 36 . Division Groups Each Division group can be connected to one Business group.

and style variants. Each combination can be represented by a unique bar code. color. Variants Retail items can have different sizes.Manual Assortments An assortment is a collection of related items that you assign to a store or store group. colors. color. The system can generate bar codes for all variant combinations with a mask that specifies where the size. or style digits are in the bar code. Checklist for Inventory Setup Page 37 . EAN 13. Multiple bar codes are essential. and UPC-E standard bar codes. Multiple assortments can be assigned to each store or store group. Printing The system supports the generation of Item Labels and Shelf Labels. UPC-A. using the pre-formatted reports. Bar Codes Retail items can be represented with one or more bar codes in addition to the item number. The system also supports EAN 8. that is. or if the item has size. Thus. statistical results of sales by variants are available. and styles. if the same product comes from different manufacturers. The assortments can save you time because you can assign thousands of items to a store simultaneously instead of assigning each item individually.

other is optional. follow the tasks according to the given order. Certain setup is mandatory. you must enter certain information before you can start running the system. as well as tasks were carried out in the Retail Setup. For setting up inventory in Microsoft Dynamics AX for Retail Headquarters. To Create Retail Items: Page 38 . these tasks are not mentioned in the checklist. Then.Microsoft Dynamics® AX for Retail Training Manual When you set up inventory in Retail Headquarters. When you have entered the necessary information and closed the window. the system creates an action in the Actions table. the new item will be on file and ready to be sold after the system next exports retail item date to the POS terminals. So. 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. Note that is has been assumed that posting groups have already been set up in the General Ledger in Microsoft Dynamics AX.

The unit can be different for different types of orders. 4. Enter the Item number and Item name. Press CTRL+N to enter a new retail item. 2. utilize the Trade Agreements. Item group. the settings of the retail group are automatically filled in. 11. In the Item type field on the Retail tab. 6. Click RETAIL HEADQUARTERS>RETAIL ITEMS. On the General tab. 8. 3. 5. Fill in optional fields in the Item form in case of necessity.Manual 1. 10. Fill in the Item group. See Microsoft Dynamics AX Online Help Trade Agreements for more information. If needed. fill in mandatory fields: Item number. Inventory model group. The Retail Items form opens. select the Retail Item option. and Dimension group. Fill in the Base sales price on the Price/Discount tab. 9. for example. If you like to work with additional prices. 7. fill in the Sales unit fields on the References tab. On the Retail tab. select a Retail group. filter. and add items to the following:  Bar codes  Item packages  Competitor Prices Page 39 . In the corresponding fields for the item. Repeat steps 2 to 15 for each retail item you want to create. Purchase order and Sales order. To add Retail Items: The Add Item button allows user to easily search.

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. Previously. Page 40 .Microsoft Dynamics® AX for Retail Training Manual        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.

Manual   Go to RETAIL SCHEDULER>SCHEDULER JOB and run the N-1040 job (Items.     Business group: The top level of the hierarchy. The item hierarchy also contains values to facilitate reporting. When the Retail Group is entered. Retail groups: Each Retail group contains a number of retail items. Press CTRL+N. the correct Retail Department. You should be able to see the localized item description on POS. Page 41 . NOTE: To add a new business group. Set up the retail hierarchy 1. and bar codes) to send down the localized item description (InventTxt table ) Go to POS to ring up 0035 item. size. a business group can contain multiple division groups. the Retail departments form appears. 3. The list form for the type of group that you want to create appears. Click RETAIL HEADQUARTERS > SETUP > ITEM > RETAIL HIERARCHY. in the Retail Group field of the item. select a division group. The Hierarchy tables contain default values for the items to make creation of new item easier. 2. Item Hierarchy There are four levels of the retail item grouping in Retail Headquarters. For example. or a combination of retail groups and items. Division group: Connects to one Business group and can contain multiple retail departments. select a group that is one level higher in the hierarchy than the group that you want to create. and style groups. For example. Division and Business fields are filled in automatically using the values from the Retail group form along with the color. To add a new group. to add a new retail department. It is important to have a well-defined structure before you start to set up the hierarchy. select the Retail hierarchy folder. if you selected a division group in step 2. Retail departments: Each retail department can contain multiple retail groups or items. prices.

Click RETAIL HEADQUARTERS>SETUP>ITEM>ITEM HIERARCHY. Fill in the Division group and Description fields. Explode the hierarchy. Fill in the Business group that this Division group belongs to. Click RETAIL HEADQUARTERS>SETUP>ITEM>ITEM HIERARCHY. and press CTRL+N to create a new group. Alternatively. 4. Click Go To the Main Table. right-click the division group level.Microsoft Dynamics® AX for Retail Training Manual 4. 2. 3. Repeat steps 2 to 4 for each Business group you want to set up. 2. and then close the list form to return to the Retail hierarchy form. Click Go To the Main Table. if necessary. and then expand folders as necessary. press CTRL+N to enter a new Business Group. 4. On the toolbar. 5. Page 42 . Fill in the Business group and Description fields. Business Group To Set Up Business Group: 1. click Refresh on the Command menu. Explode the hierarchy. 7. 6. Repeat steps 2 and 4 for each Division Group you want to set up. to the form descriptions later in this topic. 5. To view the new group in the hierarchy. Enter information referring. Press CTRL+N to create a new record. press CTRL+N to create a new Division Group. 3. you could have selected a group that is one level higher in the hierarchy than the group that you want to create. click Save. Division Group To Set Up Division Group: 1. right-click the business group level.

press CTRL+N to create a new Retail Group. right-click any retail group node level. Click Go To the Main Table. 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. Then. 2. you can select a group that is one level higher in the hierarchy than the group that you want to create. To ensure the correct handling of retail items. you create the Retail groups and assign closely related retail items to the same Retail group. as well as supporting default variants for the retail items included to the group. Explode the hierarchy. you create retail departments and assign closely related Retail groups to the same retail department. Retail Groups Retail Groups provide a convenient way of handling of the bar code generation and validation processes. color. Fill in the Retail group and Description fields. To Set Up Retail Groups: 1. you should define the level of detail of the retail department structure to meet your business requirements. This is especially true for retail items that have size. press CTRL+N to create a new Retail Department. or styles. 4. 4. Fill in the Retail department and Description fields. Click RETAIL HEADQUARTERS>SETUP>ITEM>ITEM HIERARCHY. you need to set the up retail departments. you should define the level of detail of the retail department structure to meet your business requirements.Manual Alternatively. Click Go To the Main Table. It is important to have a well-defined Retail group structure. Click RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY. right-click any retail department node level. Before setting up the Retail groups. 2. Retail Department Before setting 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. Repeat step 2 to 4 for each retail department you want to set up. Explode the hierarchy. Page 43 . 3. and click on CTRL+N to create a new group. Then. Alternatively. 3.

insert a description of the open department sale. When you select a Retail group for a retail item. the inventory will not be updated. you could have selected a group that is one level higher in the hierarchy than the group that you want to create. Alternatively.Microsoft Dynamics® AX for Retail Training Manual 5. On the Retail tab. the following data will be automatically assigned to the item. 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. To Set up Open Department Sale: 1. In the Retail group field. Then you make a similar setup for the Retail Group. in the Item type field. and click on CTRL+N to create a new group. you can sell the item as a part of the Retail Department or a Retail group. but on retail department level. 2. and then click OK to copy its value to the field. Repeat steps 2 to 6 for each Retail group you want to create. 6. Create a Retail item. select a retail group. click the assist button to open the Retail department’s window. select the option Must Key in New Price in the Keying in Price field. Select the relevant retail department. 4. Fill in the remaining fields as appropriate. You can make changes to these features after you have assigned items to the group:               Retail Department. meaning that when you have an item that does not have an item number registered. In the Item Name field. select the Retail department or Retail group that is appropriate for the type of the open sale that you need. On the POS Terminal tab in the Retail Item form (Item). Page 44 . 3. statistics will not be retained on item level. NOTE: When selling an open department sale. also. In the Retail department field.

and so on. Assortments Use assortments to group together items that have similar attributes. Select a necessary store. Set up an assortment 1. special groups. After you finish selecting items. 2. you can set up an assortment for winter wear that is stocked only in stores in colder climate. Click RETAIL HEADQUARTERS > SETUP > STORES > STORE. Under Available items. select the check boxes for the items that you want to add. variant. Under Filters. The items in a single assortment can belong to a variety of hierarchy groups. and then click Retail items. 2. Select a necessary store group.Manual When performing an open department sale. and then click Add. press CTRL+N. 3. 5. Click RETAIL HEADQUARTERS > SETUP > ITEMS > ASSORTMENTS. variants. Click Setup. Click Setup. and then select the store or store group that will receive this assortment for the Store Type field. select the groups from which you want to select items. Click Add items. 3. or group of items that is a part of this assortment. 6. 3. Repeat this step for any additional items. Repeat step 5 for any additional stores or store groups. 7. 2. press CTRL+N. 4. Click RETAIL HEADQUARTERS > SETUP > STORES > STORE GROUPS. or groups of items. click OK to add the items to the assortment and return to the Assortment form. and then select an item. Press CTRL+N to create a new assortment. View the assortment items for a specific store group 1. Click the General tab. you select the item created above as the item to be sold. View the assortment items for a specific store 1. Page 45 . and then click Retail items. Type a unique identifier and a description of the new assortment. Add items to the assortment in one of the following ways:   Click the grid on the right side of the tab. In the left pane. For example.

colors. colors. When you have assigned bar code masks to the retail groups or items. 3. you can collect and view statistics of variant sales.Microsoft Dynamics® AX for Retail Training Manual View the assortments that include a specific item 1. Variant Groups Sizes. Page 46 . colors. Otherwise. with a unique code representing the style being set up. color. 3. Repeat steps 2 to 5 for each size. Click Setup. and style group can be assigned a number that will identify it in the bar code. color. When you have assigned variant (size. and then create variants for the retail items. Colors. By assigning a unique bar code for each variant combination. You can also assign variant groups to the retail items. Each size. This can be extremely useful if there are many sizes. or styles. you can scan in the bar code at the POS terminal and let the program find which variant of the item is being sold. To Set Up Sizes/Colors/Styles: 1. Click RETAIL HEADQUARTERS>SETUP>ITEM. 2. Select Sizes. 2. 4. Therefore. colors. and styles must have been set up. 5. color. the sizes. These variants allow you to handle retail items that have different sizes. Fill in the Name field and Description of needed. or style you want to set up. style) groups to a retail group. or Styles. Fill in the Style field. and style groups. Sizes. color. the combinations will have to be manually assigned to each bar code representing a variant. and then click Assortment item list. If selecting for example Styles. combinations and Styles Before you set up size. Click RETAIL HEADQUARTERS > COMMON FORMS > RETAIL ITEMS. colors. you can create variants for the retail items in the retail group. or styles with the same price. the Styles form is displayed. and styles possible as the number of combinations is increased greatly with added variant codes. and styles are used for supporting item variants in Retail Headquarters. Select a necessary item that you want. the program uses the bar code mask to generate bar codes automatically for each variant combination. colors. Variants Variants Variants allow you to handle retail items that have different sizes.

and style group(s) assigned to the item or retail group. Select either Size group. The Size group lines form is open. In the Number in bar code field. 6. 7. the combinations will have to be manually assigned to each bar code. thus. 4. Page 47 . 5. the system will order 2 times less of size 12. 8. Fill in the Size group and Description fields. This can be extremely useful if there are many sizes. Microsoft Dynamics AX will use this value to determine the proportion of size variants when creating a purchase order. 3. color. At the end of Chapter 7 there is a detailed description on how to create bar codes for variants. Click RETAIL HEADQUARTERS>SETUP>ITEM. To Set Up Size/Color/Style Groups: 1. and styles possible as the number of combinations is increased greatly with added variant codes. Repeat the steps 4 to 8 for each size you want to include in the size group. Fill in the Size field by selecting a size from the Sizes form. In the example above.Manual You can let the system create the bar codes for the variants based on the size. men's shoe of size 10 has double the relative weight of the men's shoe of size 12. If needed. the Size group form is displayed. Click Sizes. 2. Otherwise. If selecting the Size group. enter the number you want to be automatically assigned to the size group when creating bar codes for variants. or Style group. colors. Color group. fill in the Weight field.

or assign the variant group combination to the item itself. 7. Right-click the group. you must assign a variant group combination to the retail group the retail item belongs to. 3. If using sizes in the variant group. To Assign Variant Groups to Retail Groups: 1. fill in the Style group field with the relevant style group. When assigning the retail group to the retail item. the size. or assign the variant group combination to the item itself. fill in the Size group field with the relevant size group. Before creating variants. Click Create. you must either assign a variant group combination to the retail group the retail item belongs to. Item Linking Page 48 . the system will give you a message of the number of variants was created. the Retail Items form is displayed. color. If you have filled in the retail group for the retail item. If using styles in the variant group. Click Create combinations. If using colors in the variant group. Click the General tab. and click Go To the Main Table to open the Retail Group details form. fill in the Size group field with the relevant size group. If using sizes in the variant group. the item will inherit the variant group combination. click in the variant combination matrix if you do not want to have a specific variant created. fill in the Color group field with the relevant color group. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 3. fill in the Style group field with the relevant style group. If you want to create item variants for all items in a retail group. In the Create Variants form. the Retail Items form is displayed.Microsoft Dynamics® AX for Retail Training Manual Assigning Variants Before creating variants for retail items. Browse for the item you want to create variants for and click SETUP>ITEM DIMENSION COMBINATIONS. Creating Variants Variant combination is created for each item. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 3. To Create Variants: 1. 2. 4. Browse for the retail group you want to create a variant group for. you should assign variants to the retail group. fill in the Color group field with the relevant color group. 5. If using styles in the variant group. 2. To Assign Variant Groups to Retail Items: 1. Browse for the retail item you want to assign a variant group to and click the Retail tab. 5. and style groups will be populated automatically depending on the configuration of the retail group. Click RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY. 2. If using colors in the variant group. 6. 4. which you can change if needed. 4.

specify the number of units of this item to be linked to the main item. For the item (the bottle item). Click SETUP>LINKED ITEMS. In the Linked item number field.Manual You can link retail items together. so that every time the main retail item is sold. the bottle is sold with it. The Linked items form is open. The Retail Items form is open. This is for example used when selling drinks in bottles. select the relevant item from the Item List form. 4. In the Quantity field. Click RETAIL HEADQUARTERS>RETAIL ITEMS. Page 49 . 5. To Link Items: 1. the parameter Qty. an empty bottle with bottle deposit paid for – then the Quantity should be negative. the retail items that are linked to it are sold also. then the bottles are linked to the drinks so that every time the drink is sold. Becomes Negative should be set up on the POS Terminals tab. If the linked item shall be returned later – for example. 2. The main item is specified in the Linked item number field. 3.

You can view which retail items have been linked to other retail items. The Retail Items form is displayed. When linked items are sold. when selling the main item and the linked item. the item that is linked to it is sold also. that is. the linked item is sold ‘positive’. Neither can you link an item to itself. NOTE: It is important to make a distinction between the main item and the linked item. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 2. the retail items that are linked to it are sold also. it can never appear as a linked item. Click SETUP>WHERE-LINKED ITEMS. When returning the linked item. The main item cannot be linked to other items. the main item is not sold also. that is. To View Linked Items: 1. it is negative. The reverse does not apply. Each time the main item is sold. Page 50 . when the linked item is sold.Microsoft Dynamics® AX for Retail Training Manual Then.

Fill in the Unit and Name fields. you can see the main item which the relevant item is linked to. This saves you a considerable amount of work when setting up comparison units of measure. 3. you should set up units of measure codes to be assigned to retail items. that is. to calculate kilogram price for an item that is sold in a 100g package. For example. To Set Up Units of Measure: 1. 2. specify the number of Decimals. for example. select the Weight unit of measure check box. and A and C. Page 51 . The Units form is displayed. you can assign those to items and have the program calculate the item price for the comparison unit. When you have set up comparison units of measure. you need to set up the comparison units of measure and the conversion factors between them. the kilogram price for an item that is sold in a 200 g package. The Quantity field indicates how many units of the item are linked to the main item. In the Where-linked items form. You can set up an unlimited number of the Unit of Measure codes.Manual 3. Also. you need to set up the conversion factor between the unit of measure of the item and the comparison unit. Units of Measure Before you start creating retail items. the program will automatically calculate the conversion factor between B and C. Click BASIC>SETUP>UNITS>UNITS. between A and B. If you want the unit of measure to be the scale and bar codes used as a base unit of measure. Once you have defined the conversion factor between one unit and other two units. To calculate the item price for a comparison unit.

To Set Up General Conversion Units of Measure for All Items: 1. The conversion factor between Milliliter and Liter is 1000 and the conversion factor between Centiliter and Liter is 100.001. Once you have completed entering conversion factors between the base unit and the selected units. Milliliter. 2. and Centiliter. Fill in Additional quantity if needed. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and itself. Liter. When you have entered this information in the Conversion form for Liter. Fill in Round-off if needed. You first select Liter to set up its conversion values. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and item itself. Press CTRL+N to enter a new unit conversion. 3. Repeat steps 5 and 6 for additional units you want to convert to the base unit. Fill in the From unit. Factor and To unit fields. and To unit fields. The Unit conversion form is displayed. Click BASIC>SETUP>UNITS>UNIT CONVERSION. Browse to the retail item you want to create a Unit conversion for. such as Liter. the program has created conversion entries and calculated conversion factors between each pair of the selected units. The program then calculates and creates entries for the other units connected with Liter.Microsoft Dynamics® AX for Retail Training Manual It is possible to define a different conversion factor between the same units for each item. Fill in the From unit. The Unit conversion form is displayed. 2. the conversion factor is 0. If the base unit is kilogram and the comparison unit is gram. 5. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. Click RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>UNIT CONVERSION. like fluid ounces. the conversion factor is 1000. Note that the Item number appears automatically and this unit conversion is active for this particular item number only. 3. 5. Page 52 . Example You have set up three comparison units. Factor. If you later add another unit. the program has already created a conversion value entry for Milliliter and Centiliter. Fill in Round-off if needed. To Set Up Conversion Units of Measure for a Specific Item: 1. 4. 4. If the base unit is gram and the comparison unit is kilogram. Fill in Additional quantity if needed. you only need to set up a conversion factor with one unit.

To Set Up Competitors: 1. Fill in the Base comparison unit field by selecting the relevant comparison unit code. To Register Competitor Prices: 1. you can register a new competitor price. 2. The program automatically calculates the comparison price. the program will update the comparison price accordingly. Fill in the Competitor number and Description fields. This enables you to compare the prices of items that are sold in units of different size. Set up a unit conversion between the units. Each time your competitor(s) change the price of an item. Page 53 . if it does not exist. The Competitors form is displayed. You register the prices either from each retail item or from a competitor. Click RETAIL HEADQUARTERS>SETUP>GENERAL>COMPETITORS. 3. Browse to the item you want to calculate comparison prices for. 3. Click SETUP>COMPETITOR PRICES. 3. Competitors You can set up competitor and register the competitor price for a specific retail item. To Calculate Comparison Prices: 1. You can keep track of your competitors' prices of each retail item. Click the Retail tab. keeping the former prices registered. Browse to the relevant competitor. Click RETAIL HEADQUARTERS>SETUP>GENERAL>COMPETITORS. 4. Fill in the Bar code or the Item number field by selecting an item bar code or an item number. The Competitors form is displayed. when you change the unit price of the item. You must register a competitor before registering the competitor prices. 2. 4. the Retail Items form is displayed.Manual Comparison Prices You can use the system to calculate a comparison price for an item. Fill in other fields as needed. 5. Fill in the Date of price and Price fields. From now. based on a particular comparison unit of measure. 2. Please note that this is valid for the item price on item card level which may not be the active sales price only. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 5.

the Retail Items form is displayed. you can change the Section number and Shelf number fields as needed. To Assign Sections and Shelves to Retail Groups: 1. 4. Fill in the Store number. 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. THE DETAILS ARE SET AT THIS LOCATION: RETAIL HEADQUARTERS>SETUP>STORE>STORES>SETUP>SECTIONS (SALES STATISTICS TAB). Browse to the relevant retail group and click INQUIRIES>ITEM GROUP SECTION LOCATION. 2. Click RETAIL HEADQUARTERS>RETAIL ITEMS. you can only get sales information for one section and shelf per item. the item will automatically have the same section and shelf location as the retail group.Microsoft Dynamics® AX for Retail Training Manual Sections and Shelves TO HAVE ACCESS TO SALES INFORMATION FOR SECTIONS AND SHELVES. 5. The program provides label reports. The Item group section location form is displayed. YOU NEED TO ASSIGN SECTIONS AND SHELVES TO RETAIL ITEMS OR RETAIL GROUPS. Repeat step 3 and 4 for each section and shelf you want to assign to the retail group. Right-click the retail group and click Go To The Main Table The Retail group list is displayed. You choose the shelf label and item label report you want to use for each item. Click SETUP>ITEM SECTION LOCATIONS. The Item section locations form is displayed. NOTE: When you assign a retail group to a retail item. You can adapt this assignment for each item. In that case. unless you have a way of knowing at the POS terminals from which section and shelf the item was taken. you need to adapt this method to the Retail Headquarters system. Section number. If this is the case. When you select to print labels. 3. Click RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY . 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 Page 54 . To Assign Sections and Shelves to Items: 1. Repeat step 3 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. However. 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. and Shelf number fields. 2. You can assign as many sections and shelves to an item or retail group as you want. 3.

Fill in the Distribution group field by selecting the relevant distribution group. More detailed information can be found in the next sections. 4. the correct distribution groups. 7. You can also create shelf label Page 55 . already created. which is the only requirement. 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. you must assign shelf label reports to the relevant retail items. Fill in the Report name field by selecting a shelf label report. When you assign shelf labels to the items. Click SETUP>SHELF LABEL. regardless of the fact that the item is distributed to Store 1. you can set up which shelf label report you want to use to print shelf labels for the individual items. Browse to the item you want to assign a shelf label report to. Example: If a shelf label is to be created for a Retail item that is supposed to be sold only in Store 1. you must assign the shelf labels to the retail items. Then. 5. 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. 2. For the system to collect information about needed shelf label printing. have to be selected. which can be narrowed to a member. labels will be created for all shelves. 2. Fill in the Distribution subgroup field by selecting the relevant distribution subgroup. 6. You can let the system create shelf labels whenever price or comparison price of the item changes in the store. Shelf Labels Before printing the shelf labels. and 4. and 4 only and no other locations can be used. Fill in other fields as needed. Standard reports are used and new reports are created as long as they start with the RBO label.Manual setup forms. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 3. Otherwise.

6. Fill in the Distribution group field by selecting the distribution group you want the item label to be set up in. Set the Filters if needed. 4. Price changes are not taken into account. click TRANSACTIONS>LABELS TO PRINT. To Print Shelf Labels: 1. Click SETUP>ITEM LABEL. In the Print shelf labels form. 2. or by using the function. Item Labels Before printing item labels. you can create labels by items. Besides. In the Report name field. 5. labels will be created or updated for this item and all its different variations. Page 56 . Fill in the Filters if needed.Microsoft Dynamics® AX for Retail Training Manual printing either manually for one item at a time. Then. The user is asked to select a specific item. Click RETAIL HEADQUARTERS>RETAIL ITEMS. 6. 4. 2. To view the labels that have been created but not printed. 3. In the Shelf label printing form. To Assign Item Labels to Items: 1. click Create. you can set up which item label report you want to use to print item labels for individual items. Fill in the Distribution subgroup field by selecting the distribution subgroup you want the item label to be set up in. where you can print shelf labels for retail groups and retail departments. you must assign item labels to the retail items. select the printer you want to use for printing the shelf labels and click OK. To create new labels. Click PRINT>PRINT LABELS. 5. Click RETAIL HEADQUARTERS>PERIODIC>LABELS>PRINT SHELF LABELS. select the label report you want to use when printing out item labels. When you assign item labels to items. Browse to the item you want to assign an item label report to. 3. you can let the system create item labels whenever price or comparison price of the item changes in the store. change the value of the Quantity field if needed.

Item Life Cycle On the Fashion tab of the Retail Item form (Item) there are three fields: Life from. select the printer you want to use for printing out the item labels. To view the labels that have been created but not printed. and Season. 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 . Item season is defined when an item is created from the Item Import journal. labels will be created or updated for this item and all its different variations. Fill in the Filters if needed. For the system to collect information about needed item label printing. Set the Filters if needed.RETAIL HEADQUARTERS>PERIODIC>PRINT ITEM LABELS>CREATE (B)>CREATE LABEL BY ITEM . 5. Click RETAIL HEADQUARTERS > PERIODIC > LABELS > PRINT ITEM LABELS. To Set Up Season Manually: Page 57 . The Life from field is filled in automatically by the system when the item is sold for the first time. In the Print item labels window. 4. Life to. The user is asked to select a specific item. change the contents of the Quantity field if needed. The Item Import journals are allocated RETAIL HEADQUARTERS>PERIODIC>ITEM/ORDER CREATION>ITEM IMPORT JOURNAL. Click PRINT>PRINT LABELS. 6. To create new labels click Create.for retail groups and retail departments. Price changes are not taken into account. You can let the system create item labels whenever price or comparison price of the item changes in the store. In the Item label printing form. The Life to field value is specified manually. and then click OK.Manual 7. Fill in the other fields on the Item label report setup window as needed. you must have assigned item label reports to the relevant retail items. 3. To Print Item Labels: 1. click TRANSACTIONS > LABELS TO PRINT. 2.

Page 58 . She has to take into consideration many different variations based on sizes. she will use the settings on the retail group to create the item. the Season form is displayed. Retail headquarters > Setup > Item > Retail hierarchy b. Click the New icon.Item Creation You are setting up a retail item which is a “Children´s shoe”. Click RETAIL HEADQUARTERS>SETUP>ITEM>SEASON. d. Press CTRL+N to create a new season. Megan. Step by Step . a. Conclusion There are several options available when you set up inventory and management. Repeat step 2 to 4 for each Season that needs to be created. 1. 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. has to create variant information and retail group.Microsoft Dynamics® AX for Retail Training Manual 1. Create a Business group to represent the walking shoes. The manager. Create the Walking business group. Lab 5. At the same time she wants to be able to reuse the groups and variants she is setting up. We will start by creating variant information and a retail group and use the settings on the retail group to create the item. 2. Select the start date and end date for the season. Select the top node [Retail hierarchy] c. In this chapter. colors. Fill in the Season and the Description fields.1 – Setting Up an item Scenario – Kids and Shoes Adventure works is setting up a new retail item for children shoes. 4. combinations and styles and all combinations of these. 3.

style group and size group to the Retail Group 6. Select the Print variants shelf labels field on the Retail tab. 30) and two styles (“No heels” and “low heels”). Create a retail item. g. 28. Create a division group and connect it to the business created before. with the Sizes  Create a style group with the Styles. 3. Remember to use F5 to refresh the hierarchy 4. Select the retail group on the item to insert default values from the retail group 7. Select the Walking business group. Create a retail department and connect it to the division group.Manual e. Close the Business group form. f. 5. 2. Page 59 .  Create the colors. Press F5 to refresh the Retail hierarchy form. sizes and styles  Create a color group with the Colors  Create a size group. representing children’s shoe. 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. three sizes (26. The shoes come in two different colors (Dark Red and Orange).

Standard Items ( ) b. Setting up Shelf labels ( ) c. Setting up Price Groups ( ) f. The unit price before taxes for the item should be 8 USD and the unit cost 6 USD.Microsoft Dynamics® AX for Retail Training Manual 8. Retail Items Question Some of those tasks are mandatory but others are not. Linking Items ( ) e. ( ) a. Setting up Retail Groups Page 60 . Entering Bar Codes ( ) d. Create all the variant combinations for the item (Setup > Item dimension combination) 9. Setting up Units of Measure ( ) b. Test Your Knowledge  Inventory Setup and Management Question Which type of items can be sold at the POS terminals? ___________ ( ) a. Mark the ones that are mandatory.

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. Either assigning a variant group combination to the retail group the item belongs to.Manual Question What is an open department sale? ________________ ( ) a. ( ) b. Question How do you use comparison unit of measure? ________________ ( ) a. Page 61 . 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. 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. When a department opens a sale ( ) b. ( ) b. or assign the variant group combination to the item itself. 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. you set up comparison units of measure and the conversion factors between them. To calculate the item price for comparison unit.

Know how to setup store specific prices using trade agreements. The details on such a setup are described in the next chapters of this manual. their combinations of items.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 6: PRICE MANAGEMENT Objectives After completing this chapter. discounts and promotions. variants or whole retail groups on sale for a period of time. The price groups can be set up to be distributed to specific stores/ store groups. Introduction Pricing of retail items can be effectively controlled from the Retail Headquarters. You can sell items at different prices to selected customers and in individual stores. and put specific items. Prices set at Retail Headquarters Store Specific Prices Each store (or a group of stores) can have a specific price for defined items. Page 62 . you will:    Be able to use the tools that Retail Headquarters and the POS offers for price management. Prices are either determined from the Retail Headquarters or from the POS terminals. Be able to manage periodic as well as other offers. Price groups for the groups of stores can be defined under Retail Headquarters > Setup > Price/discount > Customer price/Discount groups. discounts on individual items. You can set up periodic offers.

colors. line group 1 requires that 2 items from department 1 are required and line group 2 requires 1 item from department 2. Each combination of thereof comprises a variant. e. and can have one or more unique bar codes. You can set up prices for each variant combination. Variant Defined Prices In Microsoft Dynamics AX for Retail items can have different sizes. Mix & Match Mix&Match discounts are configured using multiple line groups. You can specify different prices for each unit of measure for the item.Manual Multibuy You can give discounts. A line group defines which items need to be part of the transaction before the discount applies. multibuy supports time of the day specific periods. Unit of Measure Defined Prices In Microsoft Dynamics AX for Retail items can have different units of measure. configurations and styles. e. Contrary to the trade agreements. buy two cycling items and any snack item and receive a discount.g. In that way it is possible to define elaborate combinations of items to trigger a discount. based on the quantity of an item. Page 63 .g.

to specific days of the week. Keying in Price If prompted for. You can limit the validation period from a date to a date. the discount offers are always valid. Price Change You can run a function that overrides an item price.Microsoft Dynamics® AX for Retail Training Manual Manual Price Changes at POS Line Discount You can give a line discount of an item. you can key in the price of an item. or to a combination of the above. either as an amount or as a percentage. Then you can assign validation periods to periodic offers. 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. Page 64 . to times of the day. Add Items Clicking on this button will display a form that allows filtering and selecting items to be added to the periodic offer. If you do not set up a discount validation period and assign it to discount offers. you must set up periods when the offers are valid. Total Discount You can give a discount for the whole sales transaction either as an amount or as a percentage.

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. Page 65 .Manual 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.

If you are setting up a validation period. or to a combination of these limiting factors. Click RETAIL HEADQUARTERS > SETUP > GENERAL > DISCOUNT PERIOD. Page 66 . to times of the day. Fill in the Discount period number and Description fields. 4. the offers are valid not within but without the starting and ending date and time. 2.Microsoft Dynamics® AX for Retail Training Manual If an Item is in two valid periodic offers at the same time. Discount Validation period You can limit the validation period from a date to a date. To Set Up Discount Validation Periods: 1. which happens to be higher in the list. fill in the Starting date and Ending date fields. If you want to set limit on the start and ending date of the periodic offers. to specific days of the week. the price is selected from the periodic offer with the lower number in priority. 3. The Discount period form is displayed. valid at all times. you should not fill in more fields. Notice that if you take out the checkmark in the Time within bonds field.

3. Press CTRL+N to create a promotion. In the Disc. Page 67 . all items or other option. special group. They are not appearing as discounts on the receipts and neither have they generated discount ledger postings during statement posting. 6. insert the discount % given by default. Fill in the Description and Currency. 4.Manual 5. 2. fill in the relevant fields for each tab with a name of a weekday. enter the relevant Type to determine if the offer is valid for an item. pct. In the offer lines. If you want to set limit on the weekdays the offer is valid. In the Item relation field. retail group. 5. The Promotion form is displayed. 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. a variant. retail department. select the item or retail group or other depending on the type. Promotions Promotions are periodic price changes which are considered to be an adjustment to the standard or base price. To Create Promotions: 1. Click RETAIL HEADQUARTERS > PROMOTION. field.

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 needed. retail groups. For single items you can select specific item variants. 9. Offer price and Quantity on hand have been filled out. You can set up promotions for items. For more information please refer to the Periodic Offers. change the default value in the Discount pct. Page 68 . 10.Microsoft Dynamics® AX for Retail Training Manual 7. Then you can assign validation periods to periodic offers. select the Enable option in the Status field on the General tab. If you want to activate the offer now. click Setup > Groups to distribute to and specify the distribution locations or groups. retail departments and all items. you must set up periods when the offers are valid. field 8. Repeat steps 5 to 7 for item or retail group you want to include in the discount offer. If no discount is specified the fields: Standard price. To specify the stores the promotion applies. Before you set up periodic offers.

3. On the Validation period tab fill in the Discount period number field to determine the validation period for the offer. In the offer lines.Manual Discount Offers You can sell retail items with a discount for periods of time by including them in discount offers. 4. select the Enable option in the Status field on the General tab. and set a further discount with an increasing number of items. Multibuy Discount Offers Multibuy discounts function like quantity discounts. The Multibuy form is displayed. On the Validation Period tab fill in the Discount period number field to determine the validation period for the offer. 6. You can either define a new unit price or a percentage discount when a certain number of items have been sold. Press CTRL+N to create a new Multibuy offer. To Create Multibuy Discounts: 1. If you want to set limits on the validation period for the offer. qty to determine the minimal quantity needed to trigger the Multibuy offer. Click Configuration and fill in the Min. 3. Repeat steps 6 to 8 for item or retail group you want to include in the discount offer. Fill in the Description and Currency. fill in the items or an item variant for the Multibuy discount. If you want to set limits on the validation period for the offer. 10. Fill in the Unit price field with either the new unit price or the discount given. 9. In the Item relation field. according to the option selected in the Discount type field on the General tab. or a discount. Click RETAIL HEADQUARTERS>DISCOUNT OFFER. insert the discount percentage given by default to the items and/or retail groups in the offer. Click RETAIL HEADQUARTERS>MULTIBUY. or the Offer price including tax. You can also sell all retail items in selected retail groups with a percentage discount by including the retail groups in discount offers. Fill in the Description. 7. select the item or retail group. 5. In the lower part of the window. 2. To Create Discount Offers: 1. 5. 2. fill in the Type field to determine if the offer is valid for an item or a retail group. Set the Discount pct. On the Price/Discount tab. in the Discount type field. In the Discount pct. 6. 7. Page 69 . select if the offer triggers a new unit price. field. 8. Press CTRL+N to create a new discount offer. 4. 8. The Discount Offer form is displayed. If you want to activate the offer now.

a specific group for item(s) is not triggered unless a coupon is endorsed also. Item or Retail Group you want to include in the offer. Fill in the Description. This involves setting the price or percentage discount. which are included. When you set up a Mix & match group. Fill in the Groups to distribute to. Enter the necessary information in each line.Microsoft Dynamics® AX for Retail Training Manual Mix & Match Offers Retail items. 6. And set appropriate field according to the Discount Type selected. two different types of soda. a bag of potato chips and one candy bar. Page 70 . In the offer lines. you need to define how the discount should be configured and choose the items. You can learn about setting up coupon items in Chapter 6 – Bar Code Management. where the customer gets the candy bar for free if he buys one of either types of soda and the bag of chips. Fill in the Number. retail groups and variants. select the Variant. 8. For a better overview you can assign colors to the line groups. in the Line Group field. Another example of mix & match offers is when triggering store coupons. 2. 4. 7. retail groups or variants. 3. An example of a mix & match is a group of four items. In that case you insert the coupon item as a mandatory item in the mix & match offer. can be included in mix & match offers to allow discounts when buying a specific quantity and/or combination of goods. for example determining. 5. On the Price/Discount tab. finding a descriptive name and setting up how many items are needed for the discount to take effect. If you want to set limits on the validation period for the offer. select the Discount type by setting one of the Radio Buttons to determine the discount type. Press CTRL+N to create a new mix & match offer. The Mix & match form is displayed. Click RETAIL HEADQUARTERS>MIX & MATCH. in the Type 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. On the Validation period tab fill in the Discount period number field to determine the validation period for the offer. To Create Mix & Match Discounts: 1. Then.

Manual

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 “Children´s 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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Manual

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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and if necessary calculate the check digit and convert the input into a standard EAN bar code. It is recommended to use a fixed structure for in-house bar code. The Retail Headquarters system supports the following standard bar code creation and checking:     EAN 8 EAN 13 UPC A UPC E Using one’s own EAN license number for creating bar codes in a business. field can be registered in the Retail Setup window. Page 76 . The fixed structure includes for example a prefix that is reserved and used mainly for internal use. Bar Code Masks To be able to create bar code masks for items and retail groups. one must set up bar code mask characters. using EAN standard bar codes. it replaces the characters in the mask with the appropriate numbers or checks that the input corresponds to the type of mask character. with modulus check digit as the last digit. the program can automatically generate bar codes for the item to represent all combinations of size. Whether a fixed structure is needed for in-house bar codes depends on the settings of the scanners on the POS terminals. Then bar codes are created and used in this company only. the system can automatically check the validity of the bar code input. When the program generates a bar code from the input typed in as bar code and uses its bar code mask as guide. the license number in the EAN License No. This is for example used for item registration.Microsoft Dynamics® AX for Retail Training Manual Standard Bar Code Support Bar codes often have a fixed structure. If an item bar code mask contains item variant digits. Bar code mask characters are alphabetical letters that make up Bar Code Masks. For example. and also. If one sets up bar code generation and checking for a retail group. When setting up bar codes and bar code masks one should be aware of the settings of the scanners the system will be using. the program can detect errors in the input. like UCP or EAN standard bar codes. using a specific bar code mask and a check digit to avoid conflicts. configuration and/or style. simplify the task of creating bar codes for each item in the retail group. color. Some scanners only validate bar codes with a specific format and check digits. In-house Bar Codes It is possible to set up bar code creation and checking in-house bar codes. The POS system supports input from scanners that read in the whole bar code number and check the bar code's check digit. customer’s bar code numbers and coupon numbers.

bar code masks with non-fixed format are used. Size. 8. select what the character should signify. 4. the Item option. color. 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. In the Type field select the type of the segment that should be included in the bar code mask. 6. For special types like Price and Quantity define the number of decimals. In the Type field. 9. The Segment Num is assigned automatically to the field. Fill in the Description field. for example. Click RETAIL HEADQUARTERS > SETUP > GENERAL > BARCODE MASK SETUP. 5. Steps 8 to 11 are repeated for each segment that is set up. In the Mask id field. the preferred character to use is entered. 2. with the type Check Digit and the length 1. 3. Fill in the Prefix field. One must remember to keep the latest segment free for a check digit. for example for coupons or data entry bar codes that one might not want to check against any bar code standards. To Set Up Bar Code Masks: 1. one can enter an instructive comment on the use of the particular bar code mask character. enter the mask id. 2. Click RETAIL HEADQUARTERS > SETUP > GENERAL > MASK CHARACTERS. For each bar code mask character you want to set up repeat steps 2 to 4. Press CTRL+N to create a new bar code mask character. In the Type field. with any value according to EAN standard. Page 77 . 11.Manual To Set Up Bar Code Mask Characters: 1. In the Description field. configuration and Style Digits. select a type representing the bar codes created by the mask. 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. In the Character field. Press CTRL+N to create a new bar code mask. In the Length field insert the number of characters that are needed in the segment. 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. 4. 3. 10. 5. The Barcode Mask Setup form is displayed. Prefix is defined per company. 7.

The Bar Code Mask Setup form is displayed. 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. 10. Click RETAIL HEADQUARTERS > SETUP > GENERAL>BARCODE MASK SETUP. you can let the program generate the bar codes necessary to represent each size. It is recommended to use a fixed structure for in-house bar code. 3. Remember to keep the latest segment free for a check digit. If you do not use bar code masks for item variants. select a type representing the bar codes created by the mask.Microsoft Dynamics® AX for Retail Training Manual In-house Bar Codes It is possible to set up bar code creation and checking in-house bar codes. Whether a fixed structure is needed for in-house bar codes depends on the settings of the scanners on the POS terminals. 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. 2. with the type Check Digit and the length 1. Fill in the Prefix field. When setting up bar codes and bar code masks one should be aware of the settings of the scanners the system will be using. 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. 5. 9. If you choose to use a bar code mask for items with variants. It is therefore recommended to use bar code masks for item variant bar codes. you select the Item option. Then bar codes are created and used in this company only. 4. The Segment Num is assigned automatically to the field. Fill in the Type field. configuration and style combinations. the Item option. NOTE: The bar codes 020-029 and 200-299 are the ones that are reserved for restricted distribution. Press CTRL+N to create a new bar code mask. for example. using a specific bar code mask and a check digit to avoid conflicts. 7. 8. 6. enter the mask id. Repeat steps 8 to 11 for each segment you want to set up. according to GS1-US. color. In the Type field select the type of the segment you want to include in the bar code mask. Fill in the Description field. In the Length field insert the number of characters you want to have in the segment. color. The fixed structure includes for example a prefix that is reserved and used mainly for internal use. This is for example used for item registration. In the Mask id field. configuration and style combination. To Set up Bar Code Masks for In-house Bar Codes: 1. If you are setting up a bar code mask for retail items. customer’s bar code numbers and coupon numbers. 11. usually for internal use. you need to type in the bar code for each variant combination that is for all possible size. Page 78 . In the Type field.

6 digits(IIIIII). including the in-house item number . enter the mask id. 2. 4. colors or styles to the number of size. 5. They need to be of exactly same length. color or style digits. In the Mask id field. like the EAN standard bar codes. you select the Item option. Remember to keep the latest segment free for a check digit.Manual NOTE: If you want to construct a bar code mask that includes size. 8. select the Item option. Standard Bar Codes Bar codes usually follow standards. with the type Check Digit and the length 1. 3. The program will compare the length of No. Fill in the Prefix field. If you are setting up a bar code mask for retail items. NOTE: Prefixes for standard bar codes can be country specific. Repeat steps 8 to 11 for each segment you want to set up. Page 79 . 9. 02IIIIIICCSSM This is an EAN 13 standard bar code mask. You must set up the prefix according to the standards you are using. If you have your own EAN license number and are creating bar codes in your business. 10. 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. you can register the license number in the EAN License No. Press CTRL+N to create a new bar code mask. Fill in the Type field. Before reading the examples you might want to get familiar with the possible bar code mask characters. color. in Bar code for the sizes. The Bar Code Mask Setup form is displayed. Example Here is an example of how to set up in-house bar code masks. Click RETAIL HEADQUARTERS > SETUP > GENERAL>BARCODE MASK SETUP. two color digits(CC). 6. In the Length field insert the number of characters you want to have in the segment. configuration and size digits respectively. The Segment Num is assigned automatically to the field. In the Type field. For further information about bar code standards please refer to GS1. 7. Fill in the Description field. In the Type field select the type of the segment you want to include in the Bar code Mask. field in the Retail Setup window. To Set up Bar code Masks for Standard Bar codes: 1. 11. the corresponding variant groups must be assigned to the retail group. two style digits(SS) and the check digit(M).

for example for checking in-house bar codes. Page 80 . Click RETAIL HEADQUARTERS > SETUP > ITEM> RETAIL HIERARCHY. EAN 13. then you must place a checkmark in the Bar Code Checking field for each retail group you want to check bar code masks for. or in-house bar code mask with the prefix 02 or equivalent prefix and the length 13. You can also change or add a bar code mask at retail item level. If you are using standard bar codes EAN 8. Right click the retail group and select Go To The Main Table. UPC-A and UPC-E. 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. To Set Up Bar Code Checking: 1. calculate the check digit and convert the input into a standard EAN bar code. 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. for which you want to activate bar code checking. You can set bar code checking up for up for retail groups. The program will copy this field into the Use EAN standard bar code field for the items you assign to this retail group. 2. Browse to the retail group. created and used in your company only. the system can automatically check the validity of the bar code input. and if necessary. 3.Microsoft Dynamics® AX for Retail Training Manual Bar Code Checking If you want to use bar code checking.

To Enter Bar Codes/PLUs for Retail Items: 1.Manual 4. Page 81 . 2. The Retail Items form is displayed. 3. 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. you can let the system create bar codes automatically. Click SETUP > BAR CODES. Browse to the desired item. If you are using variants and a bar code mask has been set up for the item or the retail group. Bar code/PLU Registration It is possible to register a bar code/PLU for a retail item. 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. Click RETAIL HEADQUARTERS> RETAIL ITEMS. which will represent the item at the POS terminals.

The Retail Items form is displayed. configuration and style combinations. one needs to type in the bar code for each variant combination that is for all possible size. Variant Bar Codes If you choose to use a bar code mask for items with variants. To Enter Bar Codes Including Price or Quantity/Weight: 1. 5. Repeat steps 4 to 6 for each bar code you want to assign to the item. It is therefore recommended to use bar code masks for item variant bar codes. place a checkmark in the Show for item field. If bar code masks for item variants are not used. Page 82 . Fill in the Bar code number field with a bar code number. Select the Bar code setup. In the bar code field. The system will detect the item by the link of the bar code. Press CTRL+N to enter a new bar code for the item. The Bar Code Setup needs to be with ‘No Bar code’ since the bar code check would fail otherwise. 3. Click RETAIL HEADQUARTERS > RETAIL ITEMS. If no bar code number has this field check marked. Select or deselect sizes. Click RETAIL HEADQUARTERS > SETUP > ITEM > BARCODE. the program automatically shows the item bar code with the lowest number for the item. color. color. 7. colors. 5. Click RETAIL HEADQUARTERS > RETAIL ITEMS. Click Create Combinations.Microsoft Dynamics® AX for Retail Training Manual 4. 2. The Retail Items form is displayed. 4. 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. Make sure that the item belongs to a size. NOTE: Since Microsoft Dynamics AX allows item numbers of type code but EAN 13 bar codes can only contain numbers. color. for which you want to enter bar codes. Click SETUP > ITEM DIMENSION COMBINATIONS. To Enter Bar Codes for Variants: 1. 4. 6. The layout of the Create combinations window depends on which variant groups the selected item belongs to. configuration and/or style dimension group otherwise it will not have any variants. you can let the program generate the bar codes necessary to represent each size. 3. The Item Dimension Combinations form is displayed. configuration and style combination. Browse to the item. 13 digits long for the EAN13 standard. the item number in the bar code does not need to match the item number of the item. 2. 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). the Item – barcode form is displayed. Fill in the Retail group code field by selecting retail group that has a checkmark in the Bar code Checking field.

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. The form is displayed. 7. Browse to the relevant item. Back in the Retail Items form. select a retail group that has variant groups but no bar code mask assigned. 6. The layout of the Create combinations window depends on which variant groups the selected item belongs to.Manual combinations and styles as appropriate. the Retail Items form is displayed. 7. colors. and then click Create. and then click Create. click SETUP > BAR CODES. The system will create an item variant for each size/color/style combination selected. Click FUNCTIONS > CREATE/UPDATE BARCODES. A bar code will be created for each variant. If the retail group. combinations and styles as appropriate. To Enter Bar codes for Variants not Using Barcode Masks: 1. Select or deselect sizes. Click Create. click SETUP > BAR CODES. Click ITEM > VARIANTS > CREATE/UPDATE VARIANTS. Page 83 . 5. 8. 4. 2. Back in the Retail Item form (Item). Fill in the Bar code field with the relevant bar code. 3. In the Retail group field on the Retail tab. does not have a predefined bar code setup. to which the selected Item belongs. Click RETAIL HEADQUARTERS > RETAIL ITEMS. The system will create an item variant for each size/color/style combination selected. The relevant variant code fields will automatically be filled in. Click Create combinations. select a relevant bar code setup in the Bar code setup field. 5. 6. Press CTRL+N to create a bar code and fill in the Variant number by selecting the variant.

Step by Step . Retail headquarters > Setup > General > Bar code Mask Setup b. He needs to set up size-specific in-house bar codes for the shoes. Click on the lower grid and click the New icon. the procurement manager has got a large order of in-house branded Adventure works men's sneakers (item 0159). To achieve that it is necessary to create a barcode mask and generate the barcodes. c. l. Set Length to 1 Page 84 . Set Type to Item f. Set Length to 2 n. j. i.Microsoft Dynamics® AX for Retail Training Manual Conclusion Using standard Bar codes effectively is a useful tool for sales. Set Type to Size Digit. Click the New icon. Sometimes creating an in-house barcode can be a good option. p. Set Bar code standard to UPC A g. Click the Save icon. Lab 7.1 – Creating an in-house bar code Scenario Chris. Create a barcode mask that contains size information. Set Type to Check Digit. Set Prefix to 03 h. Click the New icon.Item Barcode creation 1. Click the New icon. 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. a. Set Description to In-house size barcode e. Set Mask ID to InHouseSZ d. Set field Length to 7 k. o. m.

Basic > Setup > Bar code setup b. Set Description to In-house barcode plus size e. Close the Bar code Mask Setup form. Set Bar code setup field to InHouseSz d. a. Set Bar code type to UPC A f. 2. Attach the Bar code Mask Setup to standard bar code setup. Set Size field to 12 3. Click Setup > Bar codes Page 85 . Retail headquarters > Common forms > Retail items b. Click the New icon.Manual q. c. Select the previously created bar code mask in Mask field g. Generate the barcodes for the item a. Select item 0159 c.

In Bar code setup select InHouseSz f.Microsoft Dynamics® AX for Retail Training Manual d. Click Yes h. Click Functions > Create/Update bar codes e. Close the infolog and inspect the barcodes Test Your Knowledge  Bar Codes Page 86 . Click Create g.

CHAPTER 8: STATEMENTS Objectives After completing this chapter. Never ( ) b. one statement a day.Manual Question If you create an in-house bar code for some item ( ) a. a statement can be created. You can more the items to another store and sell them without conflicts ( ) b. for example for coupons or data entry barcodes that one might not want to check against any bar code standards. The statement includes transaction Page 87 . 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. Statements are used to calculate the amounts in all POS transactions that have been created within defined range and register the counted tender types. Statements can be posted at user defined intervals. 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. 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. calculated and then posted. When code masks for general use are set up. for example.

If Periodic is selected specific ledger accounts can be set for each of the three periodic discount types. Click RETAIL HEADQUARTERS>SETUP>PARAMETERS and select the Posting tab. Safe drop – this will sum up amounts from safe drop transactions when posting to the General Ledger. Bank drop – this will sum up amounts from banked transactions when posting to the General Ledger..Microsoft Dynamics® AX for Retail Training Manual for the period in that specific statement. Page 88 .. Setup/Configuration Parameters There are various parameters that can be set on the Posting tab of the RBOParameters form that affect the posting. 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. Post infocode discount – this will post discounts issued from infocodes.      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 email is selected it will be sent to the customer by email. customers. 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 Page 89 . Automatic settlement – automatically settle the customer invoice and payment transactions. Voucher transactions – Gives the option of aggregating the transactions being posted at the time of posting a statement. taxes. This option speeds up the posting process and lowers the volumes of transactions created. Detail level – summation of General Ledger transactions. These include sales revenue.Manual      Gift card item – item that represents all issued gift cards. If both are selected both options will apply. inventory transaction and more. Receipt option – If POS is selected then receipt is only printed on POS. Post journals when invoicing purchase – When a purchase order is created the related transfer orders created from Cross-docking get posted.

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. 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. This option is used when the intention is to have staff members accountable for the tenders they receive.Microsoft Dynamics® AX for Retail Training Manual   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. per POS terminal. Thus you can view the total results of tender types for each staff member. Page 90 . 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. 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. This option is used when cashiers share a register and the total amount of tenders received can be from sales from multiple staff members. Thus you can view the total results of tender types for each POS terminal. The default range is the full day of the statement creation. By using this closing method it is guaranteed that all transactions that belong together will belong in the same statement.

In the Store number field. select the relevant store number. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS. ending date fields on the Setup tab. If using the statement closing POS Batch then close the batch before ending a shift or closing the day. 2. To Create Statements Manually: 1. tax and so on). Inventory Update There is a process to update the inventory without posting the statement. Press CTRL+N to create a new statement. 4. 5. If needed. issue. Page 91 . perform a tender declaration on each POS terminal before closing. This basically means that the physical inventory is reserved. If there is a calculated statement that the user wants to use then it should first be cleared and recalculated.Manual Processes Close POS Terminals If declaring tender on the terminal. Then at a later time when the end of day statement is posted. the financial side is posted (revenue. consumption. from date and Trans. Fill in other fields as needed. or use an existing statement that has not been posted. 3. Create statements You can either create a new statement for the store. fill in the Trans.

It is also possible to filter on a specific terminal or a specific staff member depending on the statement method that is used. click Yes. The user can also define a date and time range for the closed POS Batches. 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. When you calculate a statement. Click FUNCTIONS>CALCULATE STATEMENT. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS. By default the range will include all transactions until end of the day the statement was created. 2. When prompted with a message. the system will only include transactions that are part of a closed POS Batch. If the Statement method is Staff. Browse to the relevant statement. 2. the program does the following: 1. 3. it creates a line for each tender type in the transactions. It calculates the total tendered amounts from the transactions and inserts the results into the statement lines. the user can define a date and time range. 4. If the Closing method is POS Batch. By default the range will include all POS Batches that are closed before the end of the day the statement was created.Microsoft Dynamics® AX for Retail Training Manual Calculating Statements When you have created a statement you need to calculate the statement.   If the Statement method is Total. To Calculate Statements: 1. Page 92 . for each staff member it creates a line for each tender type in transactions performed by the staff member.

To Declare/Re-Declare Tender at headquarters: 1. 2. for each POS terminal it creates a line for each tender type in transactions performed on the POS terminal. For cash tender the Cash declaration can be used. 3.Manual  If the Statement method is POS Terminal. the Statements window appears. There is no limit on the amount of times an unposted statement can be recalculated. Page 93 . you first have to clear the statement. 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. so the transactions can be calculated again in the same or other statements. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS. Note that accounts are not updated until the statement has been posted. 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. Clear Statement If you have already calculated a statement and either want to delete the statement or recalculate. Browse to the relevant statement. a) Click the Cash declaration button on the lower part of the window. Clearing a statement results in taking the statements marking of the transactions included. 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.

review the results and fill in the counted amount as needed. it will not be in effect on the POS terminals until after the next time this information is replicated into the POS terminal databases. Posting statement results in the following: Issue. sales revenue. 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). customer payment to account. c) You can see the results of the re-declaration in the bottom line marked as Total. The counted amount will be filled in with the total transaction amount for tenders where counting is not required.Microsoft Dynamics® AX for Retail Training Manual b) Fill in the new tender declaration for the statement lines. tender type payment. This refers to the financial postings. On the Transaction status tab. Browse to the relevant statement. 5. consumption. check if any errors have been reported in the relevant transactions and fix those errors if needed. Page 94 . If you want to declare or re-declare tender. 3. therefore. discounts and penny differences. customer ledgers. d) When you have re-declared. tax. you do not need to act upon blocked items or customers before posting. You must respond to transaction in the Items/Bar codes not on file. Click FUNCTIONS >POST STATEMENT >YES. When you post. To Post Statements: 1. VAT ledgers and other related tables. 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. The blocked items and customers can be viewed from the Open Statements window that opens the Statements form. stores and tender types. Posting Statements In order to post calculated statements into the ledger accounts. 2. Click RETAIL HEADQUARTERS >JOURNALS >OPEN STATEMENTS. click OK. the program will temporarily unblock the item or customer while the posting takes place. There is also the physical inventory. 4. posting groups and ledger account links must be properly set up for items. for the relevant coins and notes. This can be done whether tender has been declared on the POS terminals or not. accounts. For each combination of a coin/note and a default amount select the quantity of the coins/notes in the Quantity field. you can fill in the counted amount field or click the Cash declaration button to re-declare Tender in store. NOTE: When you block a customer or an item. The Statements form appears. When you have created and calculated the statement. item ledgers. You can recalculate and update the counted amount declared on the POS terminal.

Two new fields on store form are used when calculating statements in the batch framework. No client is needed to run in the batch framework and the tasks can run in parallel. If no filter is used the processes will run for all stores. Form for the Batch Query: Queries can be used to set up the processes based on stores or store groups. Page 95 . calculation and post can all be defined and run automatically in the batch framework. Go to RETAIL HEADQUARTERS >PERIODIC >POS POSTING. That means each statement is a batch task so we can calculate and post statements in parallel. Statement creation.Manual Batch Framework Inventory update.

2. so that statement calculation includes transactions up until that time...M. 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. To Reprint Receipts: 1. If POS Terminal then it will create one statement for each terminal in the store. Works the same as when the field is not checked. Receipts You can reprint all receipts printed on the POS terminals in the Retail headquarters. Click RETAIL HEADQUARTERS >INQUIRIES >TRANSACTIONS. 2. Browse to the relevant transaction and click REPORTS >PRINT COPY. Page 96 . For example. The Transactions window appears. 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. you can specify that the 24-hour period ends at 3 A. 3. If Total then one statement with statement lines for each tender type. if the store closes at 3 A.Microsoft Dynamics® AX for Retail Training Manual A custom 24-hour period can be set up for the store. If Staff then it will create one statement for each staff member in the store.M.

The summarizations can be viewed in the Details tab and the included transactions from the Inquiry button. POS Batches are used in statements when the closing method is POS Batch. 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. 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. 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. Typically a new batch is created at the beginning of a shift or when starting a new day. POS Batches are created on POS and include transactions that belong together like opening amount. Page 97 . sales transactions and tender declaration.Manual Viewing Transactions From RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS it is possible to view all retail transactions that have been replicated into AX. tax and other transactions) created as part of the statement posting. The POS Batch also includes summarizations of various amounts from the included transactions.

1 – Posting a statement for store 10 Posting Statements Megan. Start Retail POS Desktop > Retail POS b. Click Exact button e. viewing transactions and managing statements in many different ways. Closing the batch at the POS. Select S0010 from the Store number drop down c.Microsoft Dynamics® AX for Retail Training Manual Z-Report for a batch can be printed from the POS Batches form. Pull transactions from POS to Microsoft Dynamics AX for Retail. Log in with operator ID 20001 and password 456 c. In the lower grid set field Counted to be equal to Transaction amount field Page 98 . Click Manager b. Click Close Batch c. Enter 0001 into Bar code or quantity field d. Close Scheduler Job form 4. a. Click Yes 3. the store manager of Store 10 needs to create a statement at the end of the day. Click Yes g. By selecting the ideal settings for each store the best results should be accomplished. Click Exact button 2. Select Job number P-1001 a.Statement posting 1. Calculate and post the statement a. Lab 8. Click Functions > Run Retail Scheduler Job directly b. Posting sales at the POS. Enter 0002 into Bar code or quantity field f. a. Conclusion There are many useful tools and procedures that the Store owner can use for end-of-day procedures. Click the Save icon. a. Retail Headquarters > Journals > Open statements b. Click Yes c. Click Functions > Calculate statement f. In Microsoft Dynamics AX for Retail go to Retail scheduler > Common forms > Scheduler job b. Click the New icon. Step by Step . e. d.

Test Your Knowledge  Store Management Question Which closing methods are available for stores? ________________ ( ) a. Never ( ) b. Click Functions > Post statement i. Close the infolog. after calculating a statement and before posting you can declare tender In Microsoft Dynamics AX for Retail (anytime). POS Batch ( ) c.Manual h. Date and Time ( ) b. Both a and b Question On what occasions can you re-declare tender in Store? ________________ ( ) a. Page 99 . Click OK j. Any time after you have declared tender on the POS terminals.

customers. inventory transactions and more. then at the time of posting the transactions being posted will be aggregated. If the check box of Voucher transactions under Aggregation is checked. taxes. These include sales revenue. Page 100 . This option speeds up the posting process and lowers the volumes of transactions created. Opened from the main menu. Batch Framework Inventory update.Microsoft Dynamics® AX for Retail Training Manual Appendix A: Changes and New Features Aggregation Retail Headquarters -> Setup / Parameters. Statement calculation and post can run in the batch framework.

Two new fields on store form are used when calculating statements in the batch framework. Page 101 . If no filter is used the processes will run for all stores. Form for the Batch Query: Queries can be used to set up the processes based on stores or store groups. That means each statement is a batch task so we can calculate and post statements in parallel.Manual No client is needed and the tasks can run in parallel.

If Staff then it will create one statement for each staff member in the store. Appendix B: Setup and Configuration Retail Parameters Posting Tab: Page 102 . 5. 6. For example. if the store closes at 3 A.M. 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.. If Total then one statement with statement lines for each tender type. 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. so that statement calculation includes transactions up until that time. you can specify that the 24-hour period ends at 3 A.. If POS Terminal then it will create one statement for each terminal in the store. Works the same as when the field is not checked.Microsoft Dynamics® AX for Retail Training Manual A custom 24-hour period can be set up for the store.M.

Manual Store Statement/Closing Tab: Page 103 .

Microsoft Dynamics® AX for Retail Training Manual Tender Type Posting Tab: Appendix C: Locations of Forms and Functionality Below are the locations of the forms/functionality. Voucher form opened from Posted statement form. Transaction Form Opened from Main Menu: Page 104 . This can for instance be used for the Transaction form opened from main menu or from Statement. Retail Sales open from main menu and Update inventory process.

Manual Transaction Table and the Vouchers for the Specific Statement: Update Inventory Process: Page 105 .

Microsoft Dynamics® AX for Retail Training Manual Page 106 .

By using information subcodes. when returning goods. the POS terminal system will only accept an input of the type defined by the information subcode. you can assign them to:   Retail Items Tender Types Page 107 . tender types. Infocode Linking You can link an infocode to another infocode. staff ID or some predefined information subcode like a postal code or a reason code. Infocodes can also be used automatically by the system without prompting the cashier. In all instances. that is.Manual CHAPTER 9: INFOCODES Objectives After completing this chapter. This allows having more than one infocode assigned to predefined POS activities like voiding and returns. you must assign infocodes to objects. Be able to define subcodes. such as customers or tender types. You can assign a specific type of input to the infocode. Introduction Infocodes contain additional information on transactions made at the POS terminals. Be able to assign infocodes to POS terminal activities. an item number. a date. 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. Information Subcodes You can set up infocodes with a number of predefined inputs called information subcodes. customers. retail items and Income/expense accounts. you will:     Learn how to set up infocodes. When you assign an infocode to certain actions. in order to use them. Understand how to connect infocodes to other infocodes. a customer number. When you have set up infocodes. voiding a transaction or selling a specific item. for example when assigning application entries to vouchers and gift cards. the POS terminal system prompts the cashier for an input. such as a numeric.

6. There are several settings for the input. fill in the prompting message in the Prompt field. fill in the Input field on the General tab. To Set Up Infocodes: 1. Age limit. Input type can for instance be Numeric. If the infocode should prompt the cashier. Page 108 .Microsoft Dynamics® AX for Retail Training Manual    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. Gift cards and other criteria. 2. Description and Input type fields. Press CTRL+N to create a new infocode. It is possible to link infocodes to Date. 3. Gender. The Infocodes form is displayed. Click RETAIL HEADQUARTERS>SETUP>GENERAL>INFOCODES. Text. Date and a Subcode list. 4. If input from cashier is required. 5. Fill in the Infocode number.

The option in the Input type field must be either Subcode list or Subcode buttons. Click RETAIL HEADQUARTERS>SETUP>GENERAL>INFOCODES. Click SETUP>SUBCODES. quantity. By using information subcodes. Information Subcodes You can set up infocodes with a number of predefined inputs called information subcodes. 8. 3. The Information subcodes form is displayed. Select or set up the infocode you want to create information subcode for. The Infocodes form is displayed. Fill in the Subcode number and Description fields. POS Terminal Activities Before you can assign infocodes to POS terminal activities you must set up the infocodes. minimum or maximum value or length are required. To Set Up Information Subcodes: 1. 2. Page 109 . Infocode Assignment You can assign infocodes to POS activities using the POS functionality profile. Use the Value settings if limits like amount. Fill in the remaining fields only when needed. When you have assigned POS functionality to a store. the POS terminal system will only accept an input of the type defined by the information subcode. Repeat steps 4 to 5 for each information subcode you want to set up for the infocode. Fill in the other fields as needed. 4.Manual 7. all POS terminals in the store have the same infocodes assigned. 5.

Click RETAIL HEADQUARTERS>SETUP>STORE>STORES. Click RETAIL HEADQUARTERS>SETUP>POS>FUNCTIONALITY PROFILES. 2. Click SETUP>INFOCODES. 3. 4. 2. Tender types You can assign infocodes to tender types and specific cards. 5. On the Infocodes tab. Repeat step 6 for each infocode you want to assign to the tender type. Browse to the relevant store. 6. To Assign Infocodes to Tender Types: 1. fill in the fields representing each of the POS terminal activities by selecting the relevant infocode. Page 110 . The Stores form is displayed. Fill in the Infocode number field by selecting the relevant infocode. The POS Functionality profile form is displayed. Before you assign infocodes to tender types you must set up the infocodes. Browse to the tender types. Click SETUP>TENDER TYPES.Microsoft Dynamics® AX for Retail Training Manual To Assign Infocodes to POS Terminal Activities: 1. to which you want to assign infocode(s).

to which you want to assign infocodes. Fill in the Infocode number field. 5. From the Card setup window click SETUP>INFOCODES and assign infocodes to the card from there. Browse to the account. The Customer form is displayed. by selecting the relevant infocode. Customers You can assign infocodes to specific customers and then the cashier can be prompted to select a customer in the system. The Stores form is displayed. Page 111 . to which you want to assign infocodes. Click SETUP>INCOME/EXPENSE ACCOUNT. Repeat steps 4 to 6 for each account. Then in step four. 3. Browse to the store. browse to the tender type representing cards and then click SETUP>CARD SETUP. To Assign Infocodes to Customers: 1. Before you can assign infocodes to customers you must set up the infocodes. Income/Expense Accounts You can assign infocodes to income and expense accounts. 6. 4. Click ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. Click RETAIL HEADQUARTERS>SETUP>STORE>STORES. Click SETUP>INFOCODES. To Assign Infocodes to Income/Expense Accounts: 1.Manual NOTE: If you want to assign an infocode to a card you must carry out the first three steps. Before you assign infocodes to income or expense accounts you must set up the infocodes. for which you want to assign infocodes to income/expense accounts. Repeat step 6 for each infocode you want to assign to the selected account. 2.

This is for example useful if you want the system to prompt for a serial number. Click RETAIL HEADQUARTERS>RETAIL ITEMS. select the relevant infocode. 6. Repeat steps 3 and 4 for each infocode you want to assign to the customer. Retail Items You can assign infocodes to retail items. The Retail Items form is displayed. Press CTRL+N to insert a new entry. 2. 4. To Assign Infocodes to Retail Items: 1. 5. Press CTRL+N to enter a new infocode.Microsoft Dynamics® AX for Retail Training Manual 2. to which you want to assign infocodes. Before you can assign infocodes to retail items you must set up the infocodes. Repeat steps 5 and 6 for each infocode you want to assign to the item. In the Infocode number field. 4. Fill in other fields as needed. 3. Browse to an item. Browse to the relevant customer and click SETUP>INFOCODES. Click SETUP>INFOCODES. Page 112 . Fill in the Infocode number field by selecting the relevant infocode. or if you want to sell a warranty with the item. 3.

Lab 9. c. Click the New icon. Assigning infocodes to POS activities the correct message reaches the cashier at the right moment. print information and use the same infocodes for more than one purpose. Click Setup > Subcodes e. Create an infocode with an cross-sale a. Retail headquarters > Setup > General > Infocodes b. Stewart wants to make the most of infocodes functionality to help his staff to work fast.item cross-sale infocode 1.Manual Conclusion By using infocodes it is possible to send messages to cashiers as well as customers. Close Information subcodes and Infocodes forms Page 113 . Create a new line: d. Create the following lines: f. whenever a maple baseball bat is sold. and by selecting to print out information on the customer’s receipt a lot of information is passed with minimum effort. Step by Step . Set up a cross-sell infocode that adds bat grip tape.1 – Create an Infocode Scenario When launching a series of sports shops in Rhode Island.

By using the information subcodes the POS terminal system will only accept an input of the type defined by the infocode. By using the information subcodes the POS terminal system will know if an infocode is needed or not. selling a specific item ( ) b. Select item 0044 c. Select Input required checkbox g. ( ) b. Assigning application entries to vouchers and gift cards Question When you have set up infocodes. Page 114 . 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. Retail headquarters > Common forms > Retail items b. When returning goods. ( ) c. you can assign them to. Click the New icon. Select the previously created infocode f. e. By using the information subcodes the POS terminal system will only accept an input of the type defined by the information subcode. Attach the infocode to the item a.Microsoft Dynamics® AX for Retail Training Manual 2. name three out of five: ___________________________________________________________ Question What is the predefined information subcodes used for? _______________ ( ) a. Click Setup > Infocodes d. voiding transaction.

( ) b.Manual 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. Page 115 . You have to decide which of the POS terminals in the store have the infocodes. All the POS terminals in the store have the same infocodes assigned. and b. Both a. ( ) c.

sales prices. new variants including color. 2. Verification procedures in main tables used for item import. and variants. Next the calculation of the new sales price takes place. The Item import imports the files into an Import journal where the user can error check. the user will error check and correct the item information. The vendor files can also be used to create purchase orders. Page 116 . 3. 4. For each vendor that sends data to be imported. purchase prices. When data has been imported to an import journal. you will learn:      How to set up item import correctly.and purchase prices will be inserted into the standard AX system. size and styles.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 10: ITEM IMPORT Objectives After completing this chapter. The files from the vendors typically contain vendor item numbers. Introduction The Item import functionality is used to import data files from vendors and create and update items. If the item already exists in the database. it is necessary to set up various parameters. which has a vendor specified. such as an item hierarchy. bar codes. before the journal is posted. The Item import process inserts/updates the item table. the existing price is found. All imported files which have not previously been transferred to an Import journal can be selected and transferred to an Item import journal. How to handle importing items from vendors. 5. bar codes and sales. When a journal is posted. size and color information. descriptions. Steps taken when importing an item file from a vendor: 1. items will be created or updated. Each line is checked for errors and if an error is found the line is flagged. retail group. Using the item import hierarchy. Troubleshooting techniques for errors in item import. bar codes. sales price calculation rules etc. correct and finalize the information before the items are updated to the item table. purchase price and sales price. Item data can only be imported into a valid Item import journal.

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. Click ACCOUNTS PAYABLE>VENDOR DETAILS. Page 117 . Vendors Before starting the setup make sure that the vendor from which the data is to be imported is properly set. To Set Up Information on a Vendor: 1.Manual 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. Information concerning retail vendors is set in the Retail tab of the Standard AX vendors form in Accounts payable. The Vendor form appears. 2. Setup can be accessed from RETAIL HEADQUARTERS>SETUP>ITEM/ORDER CREATION. Browse to the relevant vendor.

When this field is marked all items Fixed exchange rate Decimal Item number sequence Use prefix for String Boolean 10 Page 118 . 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.Microsoft Dynamics® AX for Retail Training Manual 3. Fields in the Vendor Table There are quite a few fields relating to item import set on the vendor. Select the Retail tab. This field holds a number series to create an item number for the imported items. field is selected. This feature is needed when a vendor doesn’t provide a bar code for the item or the Use vendors item number seq.

The prefix is defined in the field Item number prefix. If this field is selected an item number is created using the number sequence specified in the Item number sequence-field. This field is used in conjunction with Use vendors item number seq. The same prefix cannot be used for more than one vendor. This is the default used for Sales unit for imported items from this vendor.” = 123 then the item number created = AB123). This is the default used for Purchase unit for imported items from this vendor. Boolean Item number prefix String 2 Purchase unit Sales unit String String Boolean 10 10 Page 119 . 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. The prefix used in conjunction with the field Use prefix for item number. (That is: Item number prefix=AR the number series could have Starting No.Manual item number from this vendor will get a two digit alpha-numeric prefix. it is not possible to use this prefix for other vendors. = AR00001 and Ending No. NOTE: By defining the Item number prefix even if it is a part of the number series. However if it is not selected the item number is created using the standard number sequence for item number. = AR99999). 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=AB and Vendor Item No.

This field holds a number series to create a bar code for the imported items. This is the prefix for the concession sales statistics files. If a Color code needs to be created automatically for a Vendor.Microsoft Dynamics® AX for Retail Training Manual the field Bar code number sequence and determines if a bar code should be created if it is missing. The option string is Own. This feature is needed when a vendor doesn’t provide a bar code for the item. 3rd party and Concessions. 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. If a Size code needs to be created automatically for a Vendor. it will have the value of this field as a prefix. 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 2 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 vendor’s item hierarchy to an existing retail group in Microsoft Dynamics AX for Retail system. it will have the value of this field as a prefix. The Retail group is found during the transfer of an item into the item import journal. Page 120 .

Code for the third level of the hierarchy from the vendor. Name for the third level of the hierarchy from the vendor. Code for the second level of the hierarchy from the vendor. Code for the first level of the hierarchy from the vendor. The ID of the user who last changed the Page 121 .Manual 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. Date of last change. Name for the first level of the hierarchy from the vendor. Name for the second level of the hierarchy from the vendor. 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. Name for the fourth level of the hierarchy from the vendor. Code for the fourth level of the hierarchy from the vendor. Retail group id Name of the retail group. Tem of last change.

Account number of the vendor providing the file. In journal. In order. 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. Mandatory Check Item Import Journal In order to create or update an item correctly the mandatory check functionality should be used. 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. 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 Page 122 . 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. Deleted from order. The form contains a header section and a lines section. Deleted from journal. Posted from Journal Status of file in import journal – possible values are: None. Status of file in import journal – possible values are: None. Name of the imported file.Microsoft Dynamics® AX for Retail Training Manual entry.

Manual 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. Name of size for item variant. Description of style Code for the first level of the hierarchy from the vendor. Description of color 30 10 Name of style for item variant. The vendors internal item number. Description of size 30 10 Name of color for item variant. Size id for item variant. Additional description of item ( fabric composition). Code for the second level of the hierarchy from the vendor. Item bar code Vendor description of item. Style id for item variant. 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 vendorHirarchyLevel2 Page 123 . Color id for item variant.

Code for the fourth level of the hierarchy from the vendor. This is the vendor purchase price. It is used for price calculation when the suggested retail price is not present.Microsoft Dynamics® AX for Retail Training Manual Vendor Hierarchy Level 3 Code for the third level of the hierarchy from the vendor. Description of the Vendor hierarchy level 4. Number of the vendor holding the item. 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. Vendor’s code of the season the item belongs to. For Debenhams Items this field is stored in the Description 3 of the Item. This ID will also be kept in the posted vendorHirarchyLevel3 String 10 vendorHirarchyLevel4 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 Page 124 . ID of the user which imports the file into the journal. The sales unit for the item. Description of the Vendor hierarchy level 3. The purch unit for the item.

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.Manual table Item import ledger entries. This is done by selecting RETAIL HEADQUARTERS>PERIODIC->ITEM/ORDER CREATION->ITEM IMPORT JOURNAL->FUNCTIONS>GET IMPORT LINES. Next a file must be selected to be transferred from the imported files table to the journal. 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. In journal. Enum *i Item Import Journals The form contains all journals posted and unposted for item import into AX. The purchase id if the line has been put into a purchase order. Posted from journal Status of file in import journal – possible values are: None. Deleted from order. Page 125 . The import journal id if the line has been transferred to an import journal Status of file in import journal – possible values are: None. Posted from order Unique line number for the journal. Deleted from journal. In order.

One or more files can be selected to be imported to the journal. 2. Sales Price Calculation When a line is imported into a Journal the system will determine the Unit price in these steps. If a record was found in the Vendor Sales Price Margin table using this method. sales price is calculated and the retail group is found. During this process item number is either found or created. 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. If such a record does not exist. then without the Retail group Code. The function tries to find a record in the Vendor Sales Price Margin table.. then without the Division Code. 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. 3. the following is done: 1. then without the Business Code. 3. it tries again without the Retail department Code. Page 126 . 2. Business Code. Check the Suggested Retail Price. This is then multiplied with the Fixed Exchange Rate from the Item Import Vendor Setup table.Microsoft Dynamics® AX for Retail Training Manual 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. It uses the Vendor No. Retail group Code and the Retail department Code. Check the Vendor Sales Price Margin using the Vendor Purchase Price. Division Code. 1. Check the Vendor Sales Price Margin using the Suggested Retail Price. 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.

Mandatory Check Setup Under the Functions button on the Item import journal. List of fields in the item import journal lines can be defined in the Mandatory check setup.. then without the Retail group Code. 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. Not blank or Blank can be used. If a record was found in the Vendor Sales Price Margin table using this method. you select the Mandatory check setup form to set up a mandatory check for the journal. Retail group Code and the Retail department Code. Business Code. If the Option in the Check for column is Constant or One of. The field called Check for is an option field and all the options are shown. Not zero and Zero can be used. This is then multiplied with the Fixed Exchange Rate from the Item Import Vendor Setup table. the following happens:    The function tries to find a record in the Vendor Sales Price Margin table. value must be specified. If the selected field is numeric. then without the Business Code. Division Code. then without the Division Code. 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. Page 127 . If a selected field in the item import table is code or text. If such a record does not exist. 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.Manual 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. It uses the Vendor No. it tries again without the Retail department Code.

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. 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).Microsoft Dynamics® AX for Retail Training Manual The same mandatory check setup applies for all lines in the item import journal. Page 128 . it is good practice to check the items using the FUNCTIONS >ERROR CHECK button. 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. 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. If an error is detected an infolog window is displayed listing all errors. 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. After an item is created. Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called. Recalculate Salesprice This function recalculates the sales price in all lines in the journal using the steps described above. For convenience there is a filter which can be used to display error lines only or all lines. 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.

Manual Delete Lines This function deletes all lines from the journal. Color. The Processing of an Item Journal Line is done in the Following Steps: 1. This is a delicate and error prone process so it is important to follow the criteria at each stage. Bar code is created if it is not found. 4. Lab 10. the journal is marked as having been posted. 5. A form is displayed which allows the user post all items or only selected items from the item journal. 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”. Error lines are skipped from the posting process. If the vendor’s item number is not found in the external item number table it is created. The Error check routine is run for the journal. when importing items. 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. 2. 1. 3. 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. certain validations must take place.1 Item validation rules for item importer Scenario At Adventure works. size and style are created if not found. Item table is checked for the item number – if it is not found it is created. 6. Purchase and sales location is created if not found. This is done by selecting the Post journal menu item. Setup the following mandatory setup for the item: Page 129 . When all lines of the Journal have been processed.

a. Net weight must not be zero. Check the item. Click Functions > Check item The validation for the imported files is used in item/order import feature. Insert a net weight of 3 and re-run the validation. c. f. Close the infolog b. Verify that the validation fails 3. d. In the Retail items form Click Setup tab c. In the Retail items form click Functions > Check item b. Retail headquarters > Common forms > Retail items Select item 0008 Click Functions > Mandatory check setup In the Field number dropdown select NetWeight e. a.Microsoft Dynamics® AX for Retail Training Manual a. b. Close the Mandatory check setup form 2. Set Net weight field to 3 d. found under: Retail Headquarters > Periodic > Item/Order creation > Item import journal Page 130 .

purchase prices. Inserts/updates Item table. Inserts/updates Item table. sales prices. 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.Manual Test Your Knowledge  Item Import Question What inserts/updates does the Item import process? ________________ ( ) a. sales prices. purchase prices. infocodes. 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. 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. bar codes and variants ( ) b. bar codes and variants ( ) c. Inserts/updates Item table. name at least four: __________________________________________________________________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Page 131 . The line is flagged ( ) c. Nothing ( ) b.

This is done in a two-step process. When a line is created in this way. 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. color and Style Curve The size/color/style curve is linked to an item with variants. that is the most popular or common variant has the highest weight. color. 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. Learn the basic replenishment and cross docking rules and their priorities over other rules. you will:    Use Size. If the item that needs to be distributed has variants. Item package Sometimes the items need to be ordered in a certain combination of thereof or as a set of particular variants. configuration and style curve to decide the weight of each variant of items with variants and use this information for most effective replenishment.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 11: REPLENISHMENT Objectives After completing this chapter. Page 132 . Use Buyers push in the different ways available. additional lines are automatically created using the size/color/style for each variant of the item.in this context the same as warehouse .replenishment curve is used when Items are distributed automatically to stores. To speed up the entry of purchase orders you can define an item package. First a purchase order is created with purchase lines using the sum-tab in the purchase order form. Size. 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. It defines the internal weight of each variant in respect to quantity. The line quantity is based on the calculation using the replenishment rules. Introduction The location . 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.

variant L 4 and variant XL 3 in the Total Weight field. 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. 4 pieces of M. 3 pieces of L and 1 piece of XL. size and style. 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. 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. the aim is to sell 2 pieces of M. Page 133 .Manual Weights are set on color. 20 pieces of variant with size 36. L and XL. variant M value 2. the weight is initialized from the weights defined for color. For each size value of S sold. 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. The total weight for a variant is the multiple of the inventory dimension weights. When an item combination is created for each Item: RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>ITEM DIMENSION COMBINATION. 30 pieces of variant with size 34 and 40 pieces of variant with size 32. Purchase Order Using Color/Size/Style Curve The size/color/style curve can be used to suggest order quantity of item variants. variant S should have the value 1. M. To Set the Weight of the 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. To represent this as a size/color/style curve. A regular purchase for a vendor is created. size and style group lines and get inherited to the corresponding inventory dimension values on the item.

Microsoft Dynamics® AX for Retail Training Manual Location Replenishment Groups Location replenishment groups and rules are set up by going to RETAIL HEADQUARTERS>SETUP>REPLENISHMENT. Replenishment rules can be set on retail department:  RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY. When a Group or Location is selected in the Type column. The default values can be overridden by manually setting the value in the field weight. If Group is selected as the relation type the Relation field will show a list of replenishment groups. When the value of relation is changed all lines are automatically recalculated. Otherwise if Location is selected the Relation field is showing a list of locations/warehouses. All locations marked Store will appear in the Cross docking and Buyers push forms. Page 134 . 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 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 this is done fields Default weight and Default percent are automatically initialized and all lines are recalculated accordingly. locate the RETAIL DEPARTMENT on the hierarchy.  Right click “Go To The Main Table”. The replenishment rule lines can be either of type group or location. 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 next step is to select the relation Type.  Right click “Go To The Main Table”. Replenishment Rules The Replenishment rules form contains a header section and a lines section.  Replenishment rules are set on the General tab. 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. When this is done the percentage for each group/location is calculated and displayed and all lines are recalculated. locate the RETAIL GROUP on the hierarchy. 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. DFD Replenishment rules can be set on the retail group:  RETAIL HEADQUARTERS>SETUP>ITEM>RETAIL HIERARCHY.

The main cross docking form is accessible from the purchase order form HEADQUARTERS>PERIODIC>REPLENISHMENT>PURCHASE ORDER. It is possible to view the transfer order by clicking the Transfer order button. The form displays each purchase line from the purchase order with the purchase quantity and the quantity that has been set for cross docking. Page 135 . 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. A value can be entered manually for each line or the Update lines function can be used. The locations grid lists all warehouses that are marked as Stores along with the quantity set for cross docking for each warehouse. The Purchase order form has a Simple/Advanced option set by a right panel button so make sure you are in the Advanced view.Manual  Replenishment rules are set on the General tab. click the Update lines button and the form below will be displayed. One transfer order gets created for each warehouse. location weight or fixed quantity. select a purchase order. click FUNCTIONS>CROSS DOCKING. To have the quantity calculated automatically by using either replenishment rules.

Page 136 . 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. This is done by clicking on Select all lines. 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.Microsoft Dynamics® AX for Retail Training Manual Here it is possible to choose to have the calculation work on all the lines in the purchase order. 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. Item and Variants or Item and current variant. 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). It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. only the lines for the selected item and it´s variants or only the line for the selected variant.

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. 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. 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. 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. The Sales date is the number of days added from the item arrives in the store until it can be sold in the store. Page 137 . If the cross docking warehouse is the same as being used for the planned purchase no cross docking is performed. In this form a service category can be defined.Manual 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. In order to do this a Service Category has to be set up for the vendor which is being purchased from. Service Category Setup The service category form can be accessed under RETAIL HEADQUARTERS>SETUP>REPLENISHMENT>SERVICE CATEGORY. The dates are displayed and can be overwritten on the Retail tab in Purchase Order form. If an item is being purchased. 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. The Service category field for the vendor is located in the Replenishment field group on the Retail-tab on the Vendor 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.

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.Microsoft Dynamics® AX for Retail Training Manual Buyers Push The buyer’s push is used to distribute items from a warehouse to the stores. In the locations-grid all warehouses marked as stores are displayed. Page 138 . The quantity on hand for the selected warehouse is displayed in the grid along with the quantity set for distribution. 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 to distribute is either entered manually or calculated automatically using the same methods as in cross docking.

Lines can then be deleted at will. Page 139 .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. 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 Buyer´s push form. Here buyers push with many different items can be created. Buyers Push from Menu When the buyers push form is entered from RETAIL HEADQUARTERS > PERIODIC > REPLENISHMENT >BUYERS PUSH the form contains a header grid. When an item is created one line for each variant is automatically created. Unlike in the cross docking the transfer journal is not created until the Create transfer button is pushed. When the transfer orders have been created they can be accessed from the Transfer order button on the Buyer´s push form.

Select Vendor 000001_045 e. 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. Click OK f. Set Unit price to 2 k. Click the New icon.Microsoft Dynamics® AX for Retail Training Manual Conclusion Replenishment rules are useful and necessary to keep your stores and warehouses in order. Set Item number field to 0159 i. the procurement manager needs to quickly place a purchase order for a thousand of men's sneakers. The tools Retail Headquarters provides makes it easier to master this often complicated task. h. Lab 11. Create a new Purchase order a. Click Advanced button c.1 – Replenishment – Curves and Cross Docking Scenario 1 Chris. In the lower pane. Step by Step . as determined in the size group.Quick purchase order creation with a breakdown per size 1. Retail headquarters > Periodic > Replenishment > Purchase order b. Set Quantity to 1000 j. Click Lines tab The system has broken down the total quantity of 1000 down to each individual variant: Page 140 . click Sum tab g. d. He wants to make sure that the correct sizes are ordered. Click the New icon.

In the upper pane click button Functions > Create cross docking c. Set Quantity to distribute field to 1000 d. Step by Step . Click OK f. Chris wants to create a set of transfer orders to different stores. In Distribution radio button group. Close the infolog Page 141 .Manual Scenario 2 In anticipation of the delivery of a thousand pairs of men's sneakers ordered above. according to existing replenishment rules. Create a cross docking a. Open the previously created purchase order b.Create cross docking 1. select Replenishment rules e.

Microsoft Dynamics® AX for Retail Training Manual 2. In the same purchase order click Posting > Packing slip b. In the same purchase order. Processing cross docking a. in the upper pane click button Functions > Cross docking b. Enter all in the Packing slip number field Page 142 . Close the Planned cross docking form 3. View cross docking a.

size and style group lines? _________________________ ( ) a.Manual c. Click OK Now the system has automatically created transfer orders to the stores to distribute the ordered quantity. The most popular or common variant. Page 143 . 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.

Microsoft Dynamics® AX for Retail Training Manual ( ) 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. Buyers push is used to distribute items from a warehouse to the stores. Page 144 . Question How is Buyers push from Menu different from Buyers push from Item? _________________________ ( ) a. Buyers push is used when a buyer wants to control the orders. Buyers push from Menu is only used for whole menus. ( ) b. 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. The least popular or common variant. ( ) b. 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. not for items. an example is if he or she wants to decide what is purchased and kept in a warehouse. ( ) c.

The distribution of data can be configured in detail – even down to individual records. Data Distribution Basics The Table Distribution setup window is where the core configuration is made. In this case the data distribution helps by reducing the amount of data that needs to be sent to each store. This allows the retailer to select exactly which data will be sent to each location. In this window the hierarchy that is used to select how the data is distributed is created. A good example is if prices are not the same between stores and stores should not see each other’s prices.Manual CHAPTER 12: TABLE DISTRIBUTION Objectives After completing this chapter. For a tree view the Tree control checkbox must be checked: Page 145 .  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. If the network infrastructure is not able to handle the amount of data that is sent to each store without some sort of filtering. using table distribution from tables to the specific locations. In practice there are two main reasons why retailers use this feature: If data should be available selectively in each database. you will learn how to:  Transfer data. To access the Table distribution form: RETAIL SCHEDULER >SETUP >TABLE DISTRIBUTION.

which user changed the record. So in addition to the information from the Preaction now it is also known where to send the actual record. There are two types of actions in the system – Preactions and Actions. So what does the distribution mechanism control then? The distribution mechanism controls how Actions are created in the systems. In order to create Actions you need to run a conversion routine that converts Preactions to Actions. Preactions are a subset of the Actions. Preactions are the default logging mechanism in the system. This is a very useful feature since it allows us to send only changed records to the destination locations – instead of the whole table.Microsoft Dynamics® AX for Retail Training Manual As stated above. This means in short that if you do not specify how a table should be distributed. the time and date when the change took place and so on. This field tells us how the record should be distributed. This conversion can be scheduled to happen automatically but it is also possible to run it manually. They are created each time you modify a table that is used by Retail AX. Just note that the contents of the table will not magically appear in the destination database. the purpose of the Table Distribution setup is to create a hierarchy which is used to distribute data to the different locations. 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. the actual replication of the table is a different matter which is not covered here. Page 146 . The Preactions tell us which records have changed. Retail AX includes a logging mechanism that makes it possible to keep track of which records in the database have changed. The Actions contain one additional field which is the Location Group Filter. You can also think of this window as a list of rules which determine how the data is distributed. the system will distribute the table to all locations. Note that this only refers to the distribution. In order for that to happen you have to create a replication job for the table in question.

There are three options that are available for the distribution subgroups. The subgroup can have one or more members.Manual Data Distribution Groups in Retail AX Data Distribution Group Basics Data Distribution groups are mainly used to group the distribution locations of stores together. This list allows records to be sent to all receivers in the system. by adding or removing distribution location. but instead of assigning recipients we assign stores. Once the mail group has been created we can assign recipients to it. The DefaultGroup option is used in defining the default Group that will be used to initiate a newly created stores distribution group. By grouping stores we make the task of assigning Data Distribution to records easier. The group can have one or more subgroups. The user is able to manipulate this list. The GroupsDistributionLocation option indicates that the subgroup was auto generated from the Distribution Location and will also contain a member marked as DistributionLocation. but for a group of stores. Data Distribution groups are similar to mail groups. Page 147 . The NoFilter option is used in defining the Member list For ALL distribution groups and ALL distribution subgroups. Data Distribution Subgroups A data distribution subgroup is the second level in the distribution groups. There are two options that are available for the distribution groups. since we do not have to specify the Data Distribution for each store. 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. Only one distribution group may be assigned this option. The NoFilter option is directly linked to the distribution group NoFilter option and as stated above will contain all Members in the Distribution Groups. This group sees to it that all stores are automatically added to the distribution system. The same goes for distribution groups. Data Distribution Members A data distribution member is directly linked to the distribution locations. Data Distribution Groups Data Distribution Groups A data distribution group consists of a group and a subgroup.

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. Retail Stores When creating a store it will inherit the distribution groups marked with default group. The ability to specify sub locations for a specific Distribution Location allows us to include additional locations within a single Distribution Locations distribution structure. The Stores form will appear. 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. Please refer to the user manual for more information. Please refer to the Data Distribution Configuration Quick Guide for more information. For example we might have a Data Distribution Hierarchy that is structured around the retail store.Microsoft Dynamics® AX for Retail Training Manual 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. 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. You can access the Stores window by clicking RETAIL HEADQUARTERS>SETUP>STORES>STORES. Page 148 .

The Distribution Location form will appear. Page 149 . You can access the automatically created Distribution Location window by clicking SETUP>DISTRIBUTION LOCATION. The distribution location for this store has been created automatically by the system.Manual Here we can see that store S0001 has been created and the Distribution group initiated with the Data Distribution Groups “default group”.

Then you can access the Data Distribution Subgroup window by clicking GROUP>SUBGROUPS.Microsoft Dynamics® AX for Retail Training Manual Here we can see that the distribution location has been created. You can access the Distribution Group window by clicking RETAIL SCHEDULER>SETUP DISTRUBTION GROUPS. 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. The Distribution Groups form will appear. Page 150 . This means that a Data Distribution Subgroup and Member have been created for the Distribution Location. with the distribution group initiated to that specified on the store.

Retail Terminals You can access the POS Terminals window by clicking RETAIL HEADQUARTERS>SETUP>STORES>POS TERMINALS. Page 151 . The POS Terminal form will appear. 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. The Distribution List window appears.Manual You will notice that the Distribution Group entry STORES is marked as a Default group. Here we can see that the Distribution Locations Distribution Group and the auto generated Distribution Subgroup have been set in the Distribution List entry. then the Distribution Subgroup entry S0001 marked as Group is dist location and finally You can see that the Distribution Member entry S0001. You can access the Distribution List window by selecting the Distribution Location record and clicking SETUP>LOCATION DISTRIBUTION.

Microsoft Dynamics® AX for Retail Training Manual The form contains various copy functions that allow you to copy the whole pos. or only receipt header/footer. Here we can see that terminal 0410 has been created and assigned to store S0004. The Distribution Location form will appear. You can access the automatically created Distribution Location form by clicking RETAIL SCHEDULER>DISTRIBUTION LOCATIONS. only filed definitions. Page 152 . The distribution location for this terminal has been created automatically by the system.

Page 153 . Configuring Table Distribution First it is useful to revisit the first Table Distribution setup form shown earlier. The Retail Scheduler Parameters form will appear. You can specify how long the messages and logs will be kept on the Data deletion tab.Manual Scheduler Parameters You can access the scheduler parameters window by clicking RETAIL SCHEDULER>SETUP>PARAMETERS.

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. below that there is the Assortment (RBOAssortmentItemList) table and below the Assortment table a number of tables related to items in general. For each table included in the table distribution. Since the only additional information contained in the Action is how the record should be distributed. the Product Posting Group table should be distributed to all distribution locations. we only need to look through the Table distribution setup in order Page 154 . you specify the type of distribution that occurs. The level below the Store is the Store Group Members (RBOStoreGroupTrans) table. below that is the Store Group (RBOStoreGroup). The Item table might have a more selective data distribution. For example. The decision on how to distribute the data in a table depends on the purpose of the table.Microsoft Dynamics® AX for Retail Training Manual Table distribution is the hierarchical distribution scheme for the head-office database. depending on the selection of items in the stores. You also define the parent-child relationships for the tables in the table distribution. Here the hierarchy with the Store (RBOStoreTable) table at the top is shown.

Before we continue we need to take a look at how the tables in the hierarchy are linked together. 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.Store-specific price definition 1. 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. active only for store 10. 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. These fields are used to generate actions on tables that are below the table in the hierarchy. Step by Step . We also see that the second Trade Agreement table is as top node. because nearby competing store offers a discount for the same item. 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. the marketing manager for Adventure works decides to change a price in store 10 only.1 – Store-specific price change. Once we have climbed to the top of the hierarchy we expect to find information on how the table should be distributed. Scenario – Distribute the new item only to store 10 Peter. Select Tree control checkbox Page 155 . a. You will notice that the first entry is linked to the root node Price Group (PriceDiscGroup). So what happens if we change a table. for item 0093. 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. notably the Linked actions on insert. The Store Group Member table can be linked to the Store Group (RBOStoreGroup) table via the Group Id which is common to both tables. Determine how prices are distributed. signifying a price. For the default configuration PriceDiscGroup is set to All distribution locations and PriceDiscTable is set to By distribution groups.Manual to figure that out. Retail scheduler> Setup > Table distribution b. This data is stored in a table called Distribution List and is available for most tables in Retail AX – more on that later. Linked actions on update and Linked actions on delete. Peter needs to set up a trade agreement. Lab 12. But since we want to distribute the trade agreement selectively we need to convert the Trade Agreement Preaction to an Action. In order for tables to be linked they need to have some sort of relation. 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. There are a few fields here that are of interest. On the right side of the window on the General tab you will see numerous fields. it is possible to create multiple relations between two tables.

Select a store-specific price record a. What does By distribution groups value mean? __________________________________________________________ d. Click the New icon e. In the Account code field select All f. Create the following record Page 156 . Retail Headquarters > Common forms > Retail items b. Close Table distribution form 2. Click Trade agrmt. Select item 0093 c. Click the New icon i. Set Price field to 25 g.Microsoft Dynamics® AX for Retail Training Manual c. > Sales price d. Click Setup > Groups to distribute to h.

Close Groups to distribute form k. Close Preactions form Retail scheduler > Periodic > Actions > Create actions Retail scheduler > Periodic > Actions Sort the actions by actions number Page 157 . Sort the Preactions by number c. Why did the change in PriceDiscTable create a Preaction? _______________________________________________ e. Retail scheduler > Periodic > Actions > Preactions b. Close the Retail items form 3. Investigate Preactions and create actions a. h. Verify that the last line is from PriceDiscTable d. f.Manual j. g. Close Price (sales) form l.

Retail Scheduler > Common forms > Scheduler jobs b. Click Functions > Run retail scheduler job directly d. Log into POS b. using A-1040 job a. Select job A-1040 c. Replicate the changes.Microsoft Dynamics® AX for Retail Training Manual Validate that there is an action with PriceDiscTable and location filter 003±S0010 j. Page 158 . Add item 0093 to sales transaction c. Verify that the price excluding sales tax is 25.00 i. Close Actions form 4. Validate the price on POS a. Click Yes 5.

What Actions to use ( ) b. ( ) b. You can find a field where you will set distribution groups and create a subgroup/member. Question What do Preactions tell you? ________________ ( ) a. That all data should be sent to all locations. No ( ) c. The store will inherit the distribution groups marked with default group. Yes. Question When creating a store. which user changed the records but nothing more. You have to set distribution groups manually unless you have chosen the Automatically set up distribution group option. It depends on how the system is configured. Page 159 . ( ) b. ( ) c. 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. That no data will be sent until it has been defined where it should go.Manual 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. Question Can a group have more than one subgroup? ( ) a. which user changed the records. which of this is correct on distribution groups? ( ) a. Which records have changes. Which records have changes. ( ) b. the time and date when the change took place and any other information on the records changed that are available.

tax codes. and operations staff who will use Commerce Services. Upload inventory data For the sales. It uploads data. Manage orders 3. and consultants. and so on from Microsoft Dynamics AX to Commerce Services.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 13: COMMERCE SERVICES Objective After completing this chapter. from Commerce Services to Microsoft Dynamics AX. Initial setup by IT administrators 2. such as orders. 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. there are four main tasks in using Commerce Services: 1. shipments. marketing. there are three main setup steps: 1. Manage pricing rules 4. system integrators. For IT administrators. such as inventory items. Manage taxes Setting up Commerce Service Page 160 . Synchronize data 2. Configuration 3. trade agreement pricing. It also downloads new data.

Special group – Select a special group to upload. Use the online item list to select the items to upload to Commerce Services. Page 161 . Upload inventory data Click RETAIL HEADQUARTERS > ITEMS > COMMERCE SERVICES> ONLINE ITEM LIST. o Item preferences Warehouse and site selections determine the warehouse or site on the downloaded sales orders. and follow the instructions to complete the setup. The options include: o o Item – Select a single item to upload. The type of customer can be one-time or new. A new customer creates a new customer belonging to the specified customer group.Manual      1. Configuration Click RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > CONFIGURATION. A one-time customer uses the one-time Customer template in Microsoft Dynamics AX. Order preferences The selected Terms of delivery are applied to downloaded orders. o   3. Specify the following settings. Enter your windows live ID and password. Initial setup Click RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > ACCOUNT SETUP. The order created from an online store will use the selected site and warehouse and include the necessary inventory updates. 2. Click Setup Account Online.

This is specific to retail. Page 162 . Retail department – All items belonging to the retail department are uploaded. Not Supported: Unit conversion is not currently supported. Manage taxes Most of the features mentioned above can be accessed via RETAIL HEADQUARTERS > ITEMS. Supported: All storage dimensions are supported. then click on the Commerce Service button on the ribbon. Only sites and warehouses can be specified as mandatory. Using Commerce Service There are four main tasks in using Commerce Services: 1. Note Items removed from the online item list will not be explicitly deleted from Commerce Services. Manage pricing rules 4. This is specific to retail. All items belonging to the group are uploaded.Microsoft Dynamics® AX for Retail Training Manual o o o Retail group – Select a single retail group to upload. Variant data (with a maximum of five dimensions) can be synchronized as required. All – All items are uploaded. Items with units of measure that are consistent across purchase and sale are supported. The quantity on hand reflects all sites and warehouses. Synchronize data 2. Item deletion can be performed via upload running the job for complete data synchronization. Manage orders 3.

Manual Synchronize data Commerce Services provides four types of synchronization either on demand or via batch jobs. dimensions. Synchronize items: items and related data. such as shipping options. all updates to the order are made from within Microsoft Dynamics AX for Retail. and order status. then uploaded to Commerce Services. Automatic scheduled synchronization is recommended for periodic synchronization. “Commerce Services complete data synchronization” synchronizes all data. 2. pricing rules. Synchronize orders: orders and related data. and dimension groups. Go to RETAIL HEADQUARTERS > ITEMS > COMMERCE SERVICES > SYNCHRONIZE: 1. Go to BASIC > INQUIRIES > BATCH JOBS to view batch jobs: 3. Go to ACCOUNTS RECEIVABLE > SALES ORDERS to view the orders. 1. Automatic scheduled synchronization After the initial synchronization. Go to RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > PRICING. Synchronize all data . For every online store that the company is signed up for. specify the following: Page 163 . 4. Order status can be one of the following:  Open.the batch job. shipments. Set up pricing rules applicable to the online store only here. Once an order is downloaded. such as tax codes. Upload these pricing rules to Commerce Services to calculate the final price of items based on the uploaded set of pricing rules. 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. updating or inserting new data in Commerce Services.  Confirmed  Shipped  Partially Shipped Manage pricing rules You can setup pricing rules In Microsoft Dynamics AX for Retail corresponding to specific online stores. 2.

Microsoft Dynamics® AX for Retail Training Manual     Price Group Line discount Multi-line discount Total discount Manage sales tax Tax codes. Test Your Knowledge – Commerce Services Question Items removed from the online item list will be deleted from the 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. 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 Page 164 . and item-specific tax codes from Microsoft Dynamics AX are uploaded to Commerce Services. tax groups.

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. Click RETAIL HEADQUARTERS > COMMON FORMS > POS BATCHES. and staff are performing best. You can also use this feature to look up previous Z reports. This can help to determine which items or variants are selling best and which stores.Manual CHAPTER 14: REPORTS Objectives After completing this chapter. 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. You can also find additional sales reports on the Enterprise Portal. Batches have unique numbers and are associated with specific terminals. which enables the analysis of the sales flow throughout the day. Doing this might help you to determine why certain batches did not post during statement posting. sales by item and store can be displayed in graphical format. and transactions from the registers. both of which support filtering and sorting. 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. Transaction and statistics-level reporting can also be generated on a time basis. item value entries. Retail Headquarters adds to your ability to extract accurate sales information by providing numerous statistical windows and reports that build on statistic tables. Inquiries Inquiries are available for most record types by clicking the Inquiries button in the form you are working in. Page 165 . 1. registers. In addition to this.

Microsoft Dynamics® AX for Retail Training Manual
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 User’s 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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Select a user. 2. and then click Import from AOT. Select the check boxes for the profiles that you want to import. Press CTRL+N to add a store to the list. Click Administration > Setup > User profiles. Click Add User or Bulk Add User. however in most cases a user will likely to be assigned to one store. Click Administration > Setup > User profiles. you must set up a Microsoft Dynamics AX user account for each employee who should have access to Enterprise Portal. Assign Stores to the Users for Each Retail profile When you assign a store to a user. and then select the store in the Store number field. Page 171 . Assign Users to the Retail User profiles 1. Note: If you have imported user profiles previously. Select a retail user profile. You can assign multiple stores to a user.Manual Before you can complete this procedure. Repeat steps 2 and 3 for the other retail user profiles. 2. Retail Store Associate. 3. 1. and Retail Store Manager. and then click the Users tab. 1. Select a retail user profile. Click Administration > Setup > User profiles. 2. and then click OK. Click Import. Repeat step 4 for any other stores that this user should have access to. 5. and then select the users that you want. 4. and then click Assign Stores. 3. 4. 3. you need to import only the three retail profiles: Retail Headquarters User. you allow the user to access information for that store in Enterprise Portal.

Click Retail Headquarters > Setup > Reporting batch jobs.  A batch job is not needed for the year-to-year sales data report. 1. Repeat steps 2 through 5 for the other users assigned to the three retail profiles. 3. Click View Role Center. 2. Page 172 .Microsoft Dynamics® AX for Retail Training Manual 6. In Retail Headquarters. Check Batch processing and fill in Batch group. 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. Click Recurrence to set the interval you would like to the jobs to run. Click the report scheduler job that you want to set up. 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. Select the retail user profile that you want. Click Administration > Setup > User profiles. you must set up the reporting batch jobs that are used to generate these reports. 2. View the Role Center for a Retail User Profile 1.

Manual
 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 store’s 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 item’s 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 item’s 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 store’s 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 item’s 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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Microsoft Dynamics® AX for Retail Training Manual f. Click Functions > Validate g. Close the Retail Receiving form 4. Verify that the Purchase order Status is Received a. you need to a) Set up EP profiles and users b) Map users to the profiles c) Set up batch jobs d) a & b Page 178 . 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. Click Functions > Post h.

Manual 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 Page 179 .

and then click Next. and then click Next to complete the wizard. 2. 1. d. fill in the CFOP field with 5. Type a name for the job. such as Retail.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 16: LOCALE SPECIFIC FEATURES In the chapter you will learn about local specific features implemented in the GLS-CONS and GLS-EE layers. and then click Next. Fiscal document type field . Fiscal Books Fiscal Books are only applicable for Brazil. Set up Retail HQ parameters: Go to RETAIL HEADQUARTERS > SETUP > PARAMETERS. In the Fiscal group field.  Posting tab. Set up special fiscal document types for retail transactions: Go to Basic > Setup > Brazil > Fiscal document types.  General tab. select the ECF Master data. Z Report data.  Posting tab. Cupom fiscal lines. b. and Nota fiscal lines check boxes. In addition to the check boxes for any other information that you want to send. c. confirm that the correct Default type of establishment has been selected for retail customers. e.select the posting fiscal document type created in step 1. 3. Set up a fiscal books job for reporting sales information: a. select Fiscal Book/SPED Fiscal. Page 180 . Click Administration > Periodic > Fiscal books > Job Manager.102. Click New to open the Fiscal Books Integration Wizard.

c.Manual 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. 5. Z Report data. confirm that the correct Default type of establishment has been selected for retail customers.Fiscal Books 4. Type a name for the job. In the Fiscal group field. Fiscal document type field . d. and then click Next. The exception to this is Brazil where the fiscal printer integration is provided due to local software publisher requirements. Page 181 . China. Set up a fiscal books job for reporting sales information: a. Integrations to fiscal devices are country specific and partner driven. Click Administration > Periodic > Fiscal books > Job Manager.select the posting fiscal document type created in step 1.  Posting tab. e. 6.102.  General tab. fill in the CFOP field with 5. and Nota fiscal lines check boxes. such as Retail. GLS-CONS The GLS-CONS layer includes features for these countries: Brazil.  Posting tab. and then click Next to complete the wizard. Cupom fiscal lines. select Fiscal Book/SPED Fiscal. select the ECF Master data. In addition to the check boxes for any other information that you want to send. b. Set up Retail HQ parameters: Go to RETAIL HEADQUARTERS > SETUP > PARAMETERS. Brazil . and then click Next. India and Japan. Set up special fiscal document types for retail transactions: Go to Basic > Setup > Brazil > Fiscal document types. Click New to open the Fiscal Books Integration Wizard. Regulatory requirements in several of these locales require merchants to report taxation and sales data to agencies in a secure method.

the establishment field is visible only for Brazil on the Retail headquarters parameters configuration. in retail headquarters the store needs to have country set to Brazil first. compared to those in the SYS layer:  Number  Complement  Neighborhood (District) In order to see these fields on POS. the Transaction text field is used for manual verification and for legal accounting reports/files. under Concessions tab.Microsoft Dynamics® AX for Retail Training Manual Brazil – Address Format On customer address. Brazil – Type of Establishment As mentioned in the Fiscal Books section. these additional fields are available for Brazil. On the Retail headquarters parameter. Page 182 . Brazil – Transaction Text GO TO RETAIL HEADQUARTERS> SETUP  PARAMETER.

which can be used to set the defaults in Buyer’s Push and Cross-docking.Manual India – Stock Transfer GO TO RETAIL HEADQUARTERS> SETUP  PARAMETER. there are fields available only for India: Under Replenishment you will see Default transfer type and Default price type. On the Retail headquarters parameter. These fields are visible when the Activate stock transfer parameter option is enabled in the Inventory parameters form (Inventory management > Setup > Parameters. Page 183 .

It controls how inventory transactions are posted. Correspondence of accounts Correspondence of accounts is supported during posting. To enable this feature. Inventory profiles To set a default inventory profile for a store. in-store cash transactions post through slip journals. set up cash tender types by selecting Petty cash in the Account type field on the Posting tab of the Tender type form.    Page 184 . This setting is on the Retail tab in the Warehouses form.Microsoft Dynamics® AX for Retail Training Manual 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. select the inventory profile for the warehouse associated with the store.

Retail POS Toolbox which comes with the Microsoft Dynamics AX for Retail. 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. totals box and five different button grids. 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. To go through the demonstrations in this document the following is necessary:   Dynamics Client with Microsoft Dynamics AX for Retail. any other number value) component. position of terminal within store and staff privileges. 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. message box. Other optional components are the logo box. The components that are always used are the receipt component and the number entry (barcode. Button Grids Page 185 . STORE CONNECT & TRANSACTION SERVICE Objectives After completing this chapter. In Part III the scheduler jobs used to replicate the data between the systems will be explained. 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. Some troubleshooting will also be included. customer information box.Manual CHAPTER 17: RETAIL POS. item id.

available payment types. void transaction. Click the Designer button. Enter a Button Grid ID. PLU buttons (specific items). “Void” and when the “Bread” button is selected a new submenu with different types of breads that are available in the store are displayed.Microsoft Dynamics® AX for Retail Training Manual Button grids can be created for a variety of purposes. void item. Click RETAIL HEADQUARTERS> SETUP> POS > RETAIL POS > BUTTON GRID 2. Page 186 . An empty Button grid design form appears. Button grids are also useful to group together different items and/or operations for instance a button grid has buttons for “Bread”. 3. void payment. when “Void” button is selected a selection of the different type of void operations are displayed i. 5. any number of your choice. “Coffee”. Create a new button grid by clicking CTRL+N. 4. operations available to the user logged on. Create a Button Grid To create a new Button Grid follow these steps: 1. and enter a Name for the Button Grid.e.

displayed: Page 187 . Buttons can perform many different actions and for many of them you need to add information. If you right-click on a button in the Button grid design form. The Button properties window prompts for this information where it is needed. and select Button properties you will see the following form. Button properties This is a window in which you can configure the look and purpose of the button. Click on the New design button and select how many buttons you wish to place in the Button grid.Manual 6. Configure button.

Select picture The Select picture button will open a window containing all the images that have already been entered in the system. Images can also be added to the image list while creating the buttons and layouts. If you use the tab you have to be familiar with the number codes for pictures and colors. To see a preview of the image select the picture id. Page 188 . If needed additional images can be added through the dialog. Right-clicking each button offers a more visual way than the Button properties tab. At the other hand on the tab all properties can be selected at the same time and saved.Microsoft Dynamics® AX for Retail Training Manual It is also possible to change the button color and font the same way. 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 Click RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>IMAGES A list of all images already added to the system will be displayd. If a picture is added to be button the button text will not be displayed on the button.

Button grids can serve different purposes and it is a good idea to group together buttons with similar properties in one button grid. that is a popup menu or a submenu Page 189 . give discounts. Change Existing Button Grid To change an existing Button grid follow these guidelines. The most common purposes of button grids are the following:      Action buttons. but by using submenus you can create and display an unlimited number of button grids. return goods Payment buttons Sales buttons Top menu. Also bear in mind when designing the POS that when started it can initially display five button grids at most.Manual 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. such as item operations. that is buttons that can display two different types of submenus when clicked Submenus. Select the relevant grid and click on the Designer button.

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. This will open up a window where you can search for items. he can simply click in the relevant column in the list.. 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. By default the system searches by Item name.. Page 190 .] button beside the textbox marked Barcode. This allows you to select the item that the button is supposed to sell by clicking on the [. The images below displays different types of button grids. Selecting Items Select ItemSale in the Action lookup to create a Sales button. This will move the search area to that column. but should the user wish to Item number or Item group.Microsoft Dynamics® AX for Retail Training Manual All these button grids must be created and then they are grouped together when the POS design is created. Sales Button A Sales button is a button that directly sells a particular item.

To return to the full item list you click on the Enter button with the search string field empty. a window displaying all the barcodes will appear and the user must select one of them. the tender type to use must be selected.Manual 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. 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. In case there are more than one barcodes representing the item. For a payment button to function correctly. and you must also select the tender types that should be available in each store. 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. click on Select or double-click the item name in order to select it. Page 191 . These tender types must be configured in Microsoft Dynamics AX for Retail. When you have located the item you searched for. Payment buttons In order to create Payment buttons you must select the relevant Tender type in the Action lookup list. 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. 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.          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.

Microsoft Dynamics® AX for Retail Training Manual

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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Logo – An image box that displays the company´s logo. right-click in it and choose Select picture. Once you have created the design. staff member or store. To insert an image in the Logo box. It is also possible to assign a specific design to a certain POS. close the Customization window and click on the Save button. As mentioned before it is possible to create different designs. Numpad – Entry of numbers.Manual Thus you can transfer the different grids onto the POS and move them about at will. 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. Page 197 . To remove a grid from the design window you must click in the grid and drag it into the Customization window. 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. Totals – A window that displays totals. Message – A window that displays messages.

Page 198 . click Lines in the left navigation pane.Microsoft Dynamics® AX for Retail Training Manual 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.

Manual Page 199 .

decides to create a quick menu for a POS that is located near a helmet stand. Create a new button grid and assign items to its buttons a. Set Text on button to Adult BMX helmet j. m. k. l. Set Bar code field to 0023 i. Set Rows to 1 iii. Set Name to Helmets e. Click the New icon c. Set Columns to 5 f. Right-click a button and select Button properties g. Retail headquarters > Setup > POS > Retail POS > Button grid b. Set Item to Item Sale h. Click Designer Button i.New button grid 1. She needs to create a new button grid and attach helmet items to buttons Step by Step .Microsoft Dynamics® AX for Retail Training Manual Lab 17. Click New design ii. the store manager. click Confirm Repeat steps f-i for all the items you want on the grid Close Button grid design form Close Button grid form Page 200 . Set Button Grid ID to 99 d.1 – Setting Up a new button grid for quick sale Scenario – New button grid Megan.

. Server   Standard Dynamics AX 2009 installation on a server. Connections: Requirements Before starting. 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. Make sure that the server computer meets the requirements for the Dynamics AX installation as described by Microsoft. the following needs to be installed or checked.NET Business Connector installed on same server. Use setup and deployment guide for full instructions.Manual 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. Connections: System overview Page 201 . Retail Store Connect and Retail Transaction Service do not have to be on the same server as the Microsoft Dynamics AX for Retail system. Although the Business Connector. . for the purpose of this manual these applications will be set up on the same server.

Retail POS Transaction Service Page 202 . 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. This enables access to data within Microsoft Dynamics AX from external programs such as Retail Store Connect and Transaction Service.Microsoft Dynamics® AX for Retail Training Manual 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.

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. 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. sales invoice information and so on.Manual 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. Microsoft Dynamics AX for Retail client represents the user configuration. The terminal is where the POS software is installed along with database and in some instances the Retail Store Connect. fill out the following: Page 203 . AX Client Following are some explanations of the different components of the picture above including Microsoft Dynamics AX for Retail Client. item master and similar. Getting customer balance. Connections: Terminal installations Installing Retail Store Connect      Install Retail Store Connect and let all settings remain on default values. This can be changed to be any name. the store. sales orders. The Retail POS connects to the Retail POS Transaction Service which gets any information needed or performs any actions necessary through the Business Connector. Remove any current service before clicking on Add. the terminal. Connections: Microsoft Dynamics AX for Retail Installations For Microsoft Dynamics AX for Retail Installations Setup and deployment guides should be used. 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. On the pop up screens.

Go through all the pages for the rest of the configuration. On the Server.provide the computer server name.Microsoft Dynamics® AX for Retail Training Manual o Message Database . 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. A new database will be created. and a name for the database to be used as the storage for the “Store Connect” messages. Note: this user account needs to also be an AX user.  Assign AOS profile to the distribution location for HQ  Assign the DB profile to the distribution location for the POS terminal Page 204 .   There is one difference between the Store Connect on the Terminal and the Server. o Service accounts .provide the user name and password for running the Service. leaving the default settings as is and finish the setup Start the service “Microsoft Dynamic AX for Retail Store Connect xxx”. 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. 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. click on OK.

 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 Page 205 .Manual 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.

From Microsoft Dynamics AX for Retail to Headquarters  Go to Retail Scheduler Page 206 .Microsoft Dynamics® AX for Retail Training Manual 4) Assign AOS profile to the distribution location for HQ Go to < Retail Scheduler -> Common Forms -> Distribution Locations. Use Setup and deployment guide for more information on Troubleshooting – Connecting to Retail POS. Details below on AX for Retail to Headquarters. save and close the window. o Make sure that the database version is correct in the database profile. 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. select 0001 Default Terminal and go to General tab. save and close the window. Store Connect tech ref can also be useful. o Make sure that the Store Connect Service is running. select 0000 Headquarters and go to General tab. after Troubleshooting connecting to Retail POS. assign the AOS profile. o Make sure that you can log on to the AXRETAILPOS database. 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. assign the (POS) 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). 5) Assign the DB profile to the distribution location for the POS terminal Go to < Retail Scheduler -> Common Forms -> Distribution Locations.

Manual          Select Distribution Locations Select Location HO – Headquarters Click button SETUP>DEFAULT INCLUDE list. assign the AOS profile Select FUNCTIONS>TEST CONNECTION WITH RETAIL STORE CONNECT. 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. 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. Page 207 . This is the list of locations to which the Headquarters Retail Store Connect will send the data to. Make sure that all distribution locations for store and terminals are in the list. Note that connecting to the Headquarters can often take a couple of minutes when connecting for the first time. Go to General tab. 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.

Also make sure that the distribution locations are added to the default include list.    Start Microsoft Dynamics AX for Retail Client. all “Normal” jobs need to be sent once from Microsoft Dynamics AX for Retail to Microsoft Dynamics AX for Retail POS database. In order to get all the demo data over to the Retail POS database. Go to RETAIL SCHEDULER>SCHEDULER JOB Select job N-Currency (in the lower half of the list) Page 208 .Microsoft Dynamics® AX for Retail Training Manual 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. Before you start sending the data make sure that all connections are working.

Manual        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. scheduler jobs and their configurations will be provided in Part III.microsoft.com/en-us/express/bb410792. All the data in table Currency should have Data area ID as the one used In Microsoft Dynamics AX for Retail.jobs For further information on subjobs.aspx) Connect to SQL server where you have hosted POS DB. Look at the data in table Currency. Page 209 . If that is the case then send the rest of the N.

It also explains how to configure the Retail Scheduler for automatic data replication. 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. Create a new sub job by clicking CTRL + N. Click button SETUP>TRANSFER FIELD LIST          5. In the Setup tab change the following fields. 2. 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. Scheduler subjobs Create a new subjob Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER SUBJOB To create a new subjob take the following steps: 1. Insert and Enabled if the subjob will be used as part of a Normal job 4. 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.Microsoft Dynamics® AX for Retail Training Manual PART III: Scheduler jobs This section describes how to create and change Retail Scheduler jobs and subjobs in Microsoft Dynamics AX for Retail. The fields that are omitted from this description should not be changed or configured as they are not used. Enter a Subjob number and Description (Table name) 3. To create a new line click CTRL+N Page 210 .

a store is assigned to a store group) since the last replication occurred. This job creates actions to be sent to the destination tables out of the Page 211 .  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. Normal and By Action. By Action replicates only the records that have changed (including associations.Manual 6. For the By Action replication to work. e. 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.  Select Insert and Enabled  Replication method There are two different replication methods.g. 7. Normal replicates all records from the source table to the destination table. Click OK in the dialog displayed. By Action scheduler subjobs To create a By Action scheduler subjob the same instructions apply as in the previous section with two exceptions: 1. 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. In the Setup tab:  Replication .  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.Replication method value By actions is selected. a Preactions Scheduler job has to be set up in the Scheduler itself (RETAIL SCHEDULER>SCHEDULER).

In the Object setup tab change the following fields:  Application object – Type: Class  Application object – Name: DRMReplicationJob_DataDirector 5. 7. In the General tab change the following fields:  From Location – Use current location: Select true  Distribution – Distribution restrictions: Default include list  Subjobs . 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. Click SETUP>DEFAULT INCLUDE LIST and make sure that locations the data should go to is included in the list. 2. 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. All Preactions that have not been converted yet can be viewed by clicking button ACTIONS>PREACTIONS. Scheduler Job Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER JOB. 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.Subjobs defined by job: Scheduler job name 4. Enter a Job number and Description 3. 8. To create a new Scheduler job takes the following steps: 1. In the Schedule Details tab set up when and how often the job should be run if it’s run by the Scheduler. Create a new Scheduler job by clicking CTRL+N. Page 212 .Microsoft Dynamics® AX for Retail Training Manual actions created in the Axapta database. 6.

To exclude the subjob from the run list unselect the Enabled checkbox. When creating scheduler jobs to upload POS transactions.Manual Each Scheduler job can be run directly from the Scheduler job list by clicking button FUNCTION>RUN SCHEDULER JOB DIRECTLY. Page 213 . By default all subjobs added to the list are enabled for execution. make sure that the circled fields are set in the correct way as displayed in the picture below.

the scheduler jobs should be set up accordingly. That is especially true when you have centralized store database. Remember. that when you create stores and POS terminals. the system automatically creates a distribution location for it.Microsoft Dynamics® AX for Retail Training Manual Distribution restriction options for a job Depending on whether your stores are using a centralized database or individual databases at POSs. Page 214 . 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.

Manual The options below will help you specify the proper destination for each scenario. Make sure that the Scheduler job is enabled. Overview over connections created Page 215 . Select one or more Scheduler jobs and click Batch jobs -> Create batch job and set the appropriate recurrence pattern. 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.

Troubleshooting If you start the Retail POS application and get an error cannot launch POS. TerminalId and DATAAREAID. 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. make sure the settings in the POS configuration file are correct for StoreId. Page 216 .Microsoft Dynamics® AX for Retail Training Manual Now all connections should have been successfully tested.

The Retail POS configuration file tells the Retail POS application where its database is. Make sure to carefully fill out the fields below in order to create the configuration file with the correct settings. 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. Page 217 . how to access it and what store.Manual  Make sure that all the data (most importantly RBOSTORETABLE) was replicated from Microsoft Dynamics AX for Retail to the POS database.exe. In the Retail POS application company id is referred to as DataAreaId. Retail POS Configuration file After the installation of POS.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. o o o o o o Database name . One or more connection strings can be in the same configuration file pointing to different SQL Servers and different databases.name of the POS database Server name . run POS as admin at initial launch.config. terminal and company id it should be using.

such as a SQL Server 2005. Can be changed if two or more databases are being used The store to which the terminal belongs.Microsoft Dynamics® AX for Retail Training Manual Default configuration file When the Retail POS is started it looks for the configuration file in the same folder as the Pos. The database name. If no start up parameter is used when starting the Retail POS application then this is the configuration string which will be used. In the default file there is one connection strings called AXRetailPOS.     AXRetailPOS is the default configuration section. Configuration strings The configuration string tells us where the database is.then corresponding parts of the configuration file might have to be changed. If no file is found then a default configuration file is created. Field in configuration file DataSource=LocalHost\SQLExpress Initial Catalog=AXRetailPOS StoreId=”S0001” Description The name of the SQL server hosting the database. Page 218 . Just copy one of the lines already there. Go to C:\Program files\Dynamics AX\50\Retail POS Open file Pos. which store the terminal belongs to.exe.config in Notepad You will see the xml file as displayed in the picture below.exe file resides. then its name should be entered here. configSections The configuration file starts with a configSections tag which lists all the configurations that are available in the file. All other parts of the line should remain as they are. only the “section name” needs to be changed. If another SQL server is being used. the name of the database. If a configuration string is added to the xml file a new configSections line needs to be created.or was changed manually after the installation . the terminal id and the company id from AX (DataAreaId) If default configuration was not used when installing the POS .

Else enter your username cretated In Microsoft Dynamics AX for Retail. The startup parameter is –DB and then the name of the configuration string tag. and want your shortcut to point to that connection string. Password: 456 if you are using demo data. The install automatically creates one shortcut called Retail POS which references the AXRetailPOS database on SQL instance selected in initial config. Page 219 . 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. 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.exe” –DBDEMO If you add a new connection string to the config file. then you need to create a completely new shortcut.    Start the Retail POS Login id: 10001 if you are using demo data. Else enter your password created In Microsoft Dynamics AX for Retail.Manual TerminalId=”0001” DATAAREAID All other fields “My” terminal number Company id from AX Should never be changed and remain as they are. that is: “C:\Program File\Retail\Retail POS\Pos. Adding a "–DB" parameter to the shortcut created by the install will not work.

0001 Click button FUNCTIONS>RUN SCHEDULER JOB DIRECTLY Click OK in the message box that comes up Page 220 . 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-.Microsoft Dynamics® AX for Retail Training Manual 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.

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 Page 221 . The Transaction Service is a service that acts as an agent for the POS. which then accesses the remote database in order to read or update the necessary data. 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. The POS itself never accesses the central database as all database access is done via the Transaction Service. Then you should see the sales that were made. This information can change throughout the day and keeping it up to date on each and every POS is a daunting task. 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. Before any queries can be made from the POS you therefore need to have access to the Transaction Service through the network. Click button Transactions to view sales lines and payment lines on the transaction. PART IV: Retail Transaction Service Functional Overview The data architecture for the Retail POS system is offline architecture. 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.Manual      Wait for about a minute Go to RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS The first transaction should be a Logon transaction. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. 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. Retail POS submits queries to the Transaction Service. This gives the Retail POS the resilience of the standalone mode as well as the data availability of the online POS.

Microsoft Dynamics® AX for Retail Training Manual Retail Transaction Service: Requirements Before you can activate the Retail POS Transaction Service functionality on the POS. All settings. Debug: "2". None: "0".RetailTransactionService. Trace: "3" --> <add key="LogLevel" value="1" /> <!--AOSINSTANCE@AOSSERVER:AOSPORT--> <add key="ObjectServer" value="AX5@server-name:2712" /> </appSettings> Page 222 .0" encoding="utf-8"?> <configuration> <appSettings> <add key="Port" value="1200" /> <add key="UseAX" value="1" /> <!-. 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. The settings are required  The port Retail Transaction Service will listen on  AOS server to be used <?xml version="1. Error: "1". This configuration is done via the Transaction Service Profile card which specifies user names."LogLevel" values. passwords. 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. by default c:\Program Files\Dynamics AX\50\Retail Transaction Service. AOS server name and other information that the Retail POS Transaction Service should connect to. 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. you need to have it installed and running as well as all data replication functionality between the two systems. Configuration file: The file .exe.config – is located in the installation folder.

For Connection parameters see PART I on Transaction service. 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. The Sales Invoice operation allows paying for the sales order that has been created and invoiced in Microsoft Dynamics AX for Retail. Retail Transaction Service: Sales Orders Functional Overview The sales order is an order received by a business from a customer. Payment Journal Settings Payment journal settings need to be set for Sales order payments to be processed accurately through the Retail POS Transaction Service. The settings are configured in the central Microsoft Dynamics AX for Retail database and then replicated to the POS Terminals.Manual </configuration> These configuration parameters need to be present on each POS terminal that should connect to the Transaction Service. 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 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. No other Transaction Service configuration is needed. Page 223 . 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.

   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.Microsoft Dynamics® AX for Retail Training Manual 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. Page 224 . 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). Create Buttons on the Till Layout To have access to the Sales order operation a button needs to be added to the Till layout. 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.

Manual    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 Page 225 .

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. 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. Information about the prepayment amount is available in the Sales Order dialog after the sales order has been selected.Microsoft Dynamics® AX for Retail Training Manual Pre-Payment When sales orders are created a prepayment amount can be decided. To pay the prepayment amount click the button Prepay sales order and the prepayment amount is added to the transaction. Page 226 . This is the minimum amount that needs to be paid before the sales order is processed.

Manual 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. The Picking List contains the details of the ordered items. 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. 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. It includes an itemized detail of the package contents and may or may not include customer pricing. A Packing Slip is a shipping document that accompanies delivery packages. 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. 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 Page 227 .

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. Payment Journal Settings Payment journal settings need to be set for Sales invoice payments to be processed accurately through the Retail POS Transaction Service.  Add a new button with Action Sales Invoice Page 228 . 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 Retail Headquarters parameters for POS payments Settle transactions Transaction Service Settings The RETAIL POS Transaction Service needs to have been configured. 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. Create Buttons on the Till Layout To have access to the Sales Invoice operation a button needs to be added to the Till layout. The Retail POS gets information about sales invoices through the Transaction Service that is the POS itself does not store any information about them. indicating the products. No other Transaction Service configuration is needed.     Click on RETAIL HEADQUARTERS>SETUP>PARAMETERS Select Prepayment tab Select Name Select Ledger Account.Microsoft Dynamics® AX for Retail Training Manual A Sales invoice is a commercial document issued by a seller to a buyer.

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 Page 229 .Manual 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.

Select any of the existing customers Select the General tab. No other Transaction Service configuration is needed. 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. Configuring Microsoft Dynamics AX for Retail The Retail POS Transaction Service needs to have been configured.Microsoft Dynamics® AX for Retail Training Manual    Select a Sales invoice from the list Click on the button Select The Sales Invoice balance amount is added to the transaction. Page 230 . Changing the Customer’s Credit Limit    Click on ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. 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. 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. 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.

Manual   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. Using the operation 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. Charging for more will raise an error in Retail POS. From this information it is obvious that customer number 3000 can only charge for $1500. Trouble shooting If an error comes up when paying into a customer account then the Retail POS Transaction service has not been configured correctly: Page 231 . Increasing the credit limit to $1750 would enable to transaction to be completed.

Configuring Microsoft Dynamics AX for Retail 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. The Transaction Service will return the stock level for the item in each location. 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.  Add a new button with Action Inventory Lookup Page 232 . 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. This is convenient when an item does not exist and the customer wants to know in which store the item can be found. Test the Transaction Service connection.Microsoft Dynamics® AX for Retail Training Manual   Go through the Transaction Service Profile settings again and make sure that they are correct. Create Buttons on the Till Layout To have access to the Inventory lookup operations a button needs to be added to the Till layout.

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 Click on the button Inventory Lookup The Inventory Lookup dialog will be displayed Page 233 .Manual 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.

 Click on the Search button. If the item is found. if needed. and press the Enter button. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. Page 234 . You can suspend the stock count and resume at a later time. No other Transaction Service configuration is needed. Variants can be counted in stock counts. Create Buttons on the Till Layout No need to create a new button for Stock Count since it’s already configured on the current till layout under Tasks. the items status will be displayed at the top of the dialog.Microsoft Dynamics® AX for Retail Training Manual Use either one of the two methods:  Type in an item number. and select an item from the list. This can be done with the POS register online or offline. 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. 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.

see the Enterprise Portal Retail User’s Guide. type the item number. and then press ENTER. or in the Scan or enter barcode box.Manual Using the Operation in Retail POS          Start Retail POS and log on with an account that has store inventory access. click Commit to send the stock count to Retail Headquarters. and then click Stock Count. The picking documents for transfer orders can be downloaded from Retail Headquarters on demand. and then press ENTER. Retail POS displays the Select form. Page 235 . type the quantity. You can use Retail POS to complete outgoing transfer orders and pick merchandise for them. Completed receiving documents are then uploaded to Retail Headquarters for posting to the original purchase orders or transfer orders. Create Buttons on the Till Layout No need to create a new button for Picking and Receiving since it’s already configured on the current till layout under Tasks. Click Tasks. When you have finished the stock count. Retail Transaction Service: Purchase Order and Transfer Orders Functional Overview You can receive inventory from purchase orders and incoming transfer orders. Select the appropriate variant dimensions. Repeat the stock count steps for each item that you want to count. and employees who have been granted access can pick the merchandise. Note: You can also pick merchandise using Enterprise Portal with just a browser and an Internet connection. Item variants and units of measure can be included when receiving inventory. The receiving documents can be downloaded from Retail Headquarters on demand. Completed picking documents are then uploaded to Retail Headquarters for posting to the original transfer orders. If the item has variants. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. Scan an item. In the Enter quantity box. No other Transaction Service configuration is needed. For more information. and employees who have been granted access can receive the merchandise. Retail POS displays the Stock Counting form.

Retail POS displays the Quantity dialog box. Click Tasks. and then click Picking and Receiving. type the item number. When you have finished picking the transfer order. click Commit to send the changes to Retail Headquarters. it may not be easy to return the whole transaction using the same price as the items originally had. Scan an item that you want to pick. type the quantity. Click Refresh. Retail POS displays the Receiving dialog box. and then click Picking and Receiving. In the Enter quantity box. and then click Select. Complete an outgoing transfer order            Start Retail POS and log on with an account that has store inventory access. Retail POS displays the Picking dialog box. Retail POS displays a list of purchase orders. and then press ENTER. type the quantity. Click Refresh. and then click Select. and then press ENTER. and outgoing transfer orders for the store. In the Enter quantity box. Retail POS displays the Quantity dialog box. You may also be returning the items in another store. Page 236 . 2. and then press ENTER.Microsoft Dynamics® AX for Retail Training Manual Using the Operation in Retail POS 1. Retail Transaction Service: Centralized Returns Functional Overview When some time has passed since a transaction was completed. or in the Scan or enter barcode box. incoming transfer orders. Repeat the previous steps for each item that you want to pick. Scan the item that you want to receive. and outgoing transfer orders for the store. Repeat the previous steps for each item that you want to receive. Click Tasks. Receive a purchase order or transfer order            Start Retail POS and log on with an account that has store inventory access. type the item number. Select the purchase order or incoming transfer order that you want to receive. click Commit to send the changes to Retail Headquarters. This problem has been solved by enabling Retail POS to retrieve previously posted transaction from Microsoft Dynamics AX for Retail. and then press ENTER. or in the Scan or enter barcode box. When you have finished receiving inventory. Select the outgoing transfer order that you want. This way the customer can return one or more items from the original transaction using its original price. incoming transfer orders. Retail POS displays a list of purchase orders.

If the new setup has been replicated from Microsoft Dynamics AX for Retail to the Retail POS local database. Create Buttons on the Till Layout To have access to the Centralized returns operation a button needs to be added to the Till layout. By passing the unique receipt number into Microsoft Dynamics AX for Retail. 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. 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’ 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. 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. 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. Therefore. it is able to locate it and send it back to the Retail POS. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. It is possible that the transaction has not yet been posted into Microsoft Dynamics AX for Retail. If it is still not found.Manual The system has to be configured so that each receipt number is unique. the new button should be visible Click on the button Return Transaction A dialog asking for a receipt number appears. No other Transaction Service configuration is needed. Page 237 .

      Select the items meant to be returned using any of the appropriate buttons: Select line (Selects one line. Page 238 . 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. The items selected will be added to the current transaction. 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. 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.Microsoft Dynamics® AX for Retail Training Manual   Type in the receipt number. This prevents the same items to be returned in two stores at the same time. If the receipt number is found in Microsoft Dynamics AX for Retail a dialog appears with every item from that transaction. When the transaction has been paid for.

     Click RETAIL HEADQUARTERS>SETUP>POS>TRANSACTION SERVICE PROFILE Select the Transaction Profile the current terminal is using. an Employee needs to be created first. 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. 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.    RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing payment button grid or create a new one. Type in information relating to the Retail POS as described on the next page.  Click on BASIC>EMPLOYEE DETAILS and the Employee form will appear.  Press CTRL+N to create a new Employee. Page 239 .  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.Manual Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. The new Staff member will be visible in the list.

Microsoft Dynamics® AX for Retail Training Manual 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 Page 240 .

Configuring Microsoft Dynamics AX for Retail 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. 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. 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. the user is prompted with the following window: Login with the user ID and the password as provided in the steps above. The Log off function can only be pressed if the transaction is empty. Credit Memo Number Sequence    Go to RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Number sequences Set the number sequence for Credit voucher Number Page 241 . A voucher is never sold but only issued under circumstances when a customer can claim that he has valid reasons for getting one. printing a certificate and so on. 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.Manual Using the operation in Retail POS     When the POS starts. No other Transaction Service configuration is needed. but when activated. In order to be able to log off. make sure that a button with the Log off functionality is available. Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. the POS returns to the log in state. 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.

Page 242 . 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.Microsoft Dynamics® AX for Retail Training Manual 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. 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.  Minimum change the minimum balance that can be on the credit memo before giving the customer the change back and invalidating the credit memo.  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. 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.  Set Change tender to Cash (or any other tender type you want).  Add a new button with Action Issue Credit Memo.

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 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. Retail Transaction Service: Gift Card Functional Overview Page 243 . 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. as the name implies.Manual The Issue Credit Memo button will. 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. simply issue a credit memo for the amount that the store owes the customer within the transaction. A dialog asking for the credit memo number will be displayed Enter the credit memo number created before. 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.

Add Balance to Gift Card 3.Microsoft Dynamics® AX for Retail Training Manual A gift card is a non-monetary item that is purchased by a customer and is issued by a retailer. Check Balance on Gift Card 4. Create Buttons on the Till Layout To have access to the Centralized returns operation a button needs to be added to the Till layout. Issue Gift Card 2. Customers also spend more when there is balance left on the card. It is beneficial to the retailer as then the gift card recipient has to come to the retailer to redeem the card. No other Transaction Service configuration is needed. add balance to Gift Card. POS prints a sales receipt and a gift receipt. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. Enter the gift card amount and click OK to complete the transaction. Customers can purchase and give gift cards to friends and family. Using the Operation in Retail POS There are four main functions on the Retail POS: 1. 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. or allow the customer to pay with a Gift Card. At POS terminal there are four operations: issue a Gift Card to the customer. Page 244 . Redeem a Gift Card     Issue a Gift Card At POS. check Gift Card balance.  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’ 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. click Task/Issue Gift Card Scan the gift card or type in a number in the Gift card number box.

configure a button with action Gift Card Balance. Click on Gift Card Balance. Page 245 .Manual     Add Balance to Gift Card At POS configure a button with action Add to Gift Card.      Check Gift Card Balance At POS. Enter the gift card amount and click OK to complete the transaction. 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. Click Add to Gift Card button Scan the gift card or type in a number in the Gift card number box.

one or more loyalty cards can be issued belonging to this loyalty customer. Business group. 2) a purchase of an item that belongs to one of the following: Retail group. Retail Transaction Service: Loyalty Functional Overview The loyalty system is based mainly upon two operations. Special group. Each of those loyalty cards have a reference to a loyalty scheme.Microsoft Dynamics® AX for Retail Training Manual     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. Division group. which specify the points accruement rule. Configuring Microsoft Dynamics AX for Retail Details of Loyalty configuration is covered In Microsoft Dynamics AX for Retail HQ User Guide. accruing points and spending points. Using the Operation in Retail POS There are two main functions on the Retail POS. Each loyalty customer can have a reference (optional) to a real customer in the system. Each loyalty card is also identified in what way it is intended to be used. accruing and spending and so on. 3) a Page 246 . only accruing. either by swiping the loyalty card or press a special button to manually enter the loyalty card number. After the loyalty customer has been created. More than one loyalty customer can have a reference to the same real customer. Retail department. Click OK to complete the transaction. Accruing points requires a loyalty customer to be created. Accruing points can be done at any time during the transaction. that is how many points can be accrued and for doing what. The following may trigger a point accrual: 1) a direct purchase of an item. Accruing points and spending points.

Another way is to manually enter the Loyalty card number. Page 247 . the card payment dialog has to be opened and a card that has been identified as a loyalty card has to be used.  Enter the items to be purchased  Press the Card payment button. 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. Type the Loyalty card number into the number dialog.  Go through the Transaction Service Profile settings again and make sure that they are correct. Only one Loyalty card can be registered for each 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 POS local database new button should be visible Click on the button Loyalty Request. How to Spend Points When using the Loyalty card to spend points the card payment dialog must be opened. 4) a purchase of a particular variant of an item 5) for using a special vendor type.  The Card payment dialog appears. If the user tries to add a second Loyalty card a message appears asking if you would like to override the existing one. One way is to swipe the loyalty card at any time during the transaction. a loyalty card has to be added to the transaction. How to Accrue Points In order for loyalty points to be accrued. In order to spend loyalty points. If the card is identified as a Loyalty card a message is displayed on the message panel.Manual purchase of any item. when paying.  Swipe or enter the loyalty card number and enter the amount to be paid.

Microsoft Dynamics® AX for Retail Training Manual 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. Page 248 .

Manual Quick Interaction: Lessons Learned Take a moment and write down three Key Points you have learned from this chapter: 1. Page 249 . 2. 3.

The table contains a list of all user operations for example operations available in the user interface. to allow a deposit into a customer’s account. for it to function correctly. Input customer ID. User required to input amount and bank deposit number. Each operation is explained and what additional information is needed. This operation will clear the salesperson from a selected item. Executes the blank operation service. many different blank operations can be referenced from within the main blank operation. customer Change User Clear Qty Clear Salesperson Customer Customer Account Deposit Customer Add Page 250 .Microsoft Dynamics® AX for Retail Training Manual Appendix A – Button Actions Here is listed the Button actions available. Add balance to gift card. By specifying different operation number for each blank operation. Operation Add Shipping Address Add to Gift Card Application Exit Bank Drop Description Add customer shipping address to transaction. Parameter: A second optional parameter. Allows user to account for money taken to the bank. Create a new customer account. Launches Get Customer operation. Input field(s) Blank Operation Operation number: The current blank operation. Input is customer name. This action causes an input window to appear. Terminates the application. Sets the quantity a selected item line to 1. Change Unit of Measure Allows changing unit of measure from default UOM to a different UOM configured In Microsoft Dynamics AX for Retail. A customer account has to be selected prior to executing this action. if any.

From there it is possible to select a customer and attach him to the current transaction. Displays the balance of the transaction on the customer display. design mode is disabled. End of shift procedure is triggered by clicking this button. By clicking this button. Prints a report showing the customer transactions for the selected customer. design mode is entered. When cash is being put directly into the POS without any items sold. Prints a balance report for all customers. this operation is used. This action displays a customer search window. Only available for Stand-alone terminals.Manual group address and so on. Only available for Stand-alone terminals. Creates an entity to a selected expense account. cash can be inserted into the cash box using this operation. By clicking this button. If a customer has been selected. this action clears the previously selected customer from the current transaction. Only available for Stand-alone terminals. Displays the transactions for the selected customer. End of day procedure is triggered by clicking this button. When the day starts. 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 Page 251 . An optional description can follow. not having balance equal to zero. with an optional description.

This action displays an input box where the discount amount can be specified for a previously selected item. This action is executed to log of the current user. From there it is possible to search for and select an item and attach it to the current transaction. Issue a gift card After selecting an item from the list of items. which the terminal can only recover from by entering the current user’s password. By pressing the . button. Issues a new Credit Memo in Retail AX through the Retail Transaction Service. this action can be executed to attach some text comment to the item. 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. like a loyalty card. Only available with a working Retail POS Retail Transaction Service.. A text input window appears.Microsoft Dynamics® AX for Retail Training Manual 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. By pressing a button with this action. This action is used to request for loyalty point for a customer holding some loyalty identification. Page 252 .. the terminal will enter a locked state. 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. This action displays an input box where the discount percent can be specified for a previously selected item.

Executes the cash payment window. The different tax must be specified beforehand in Retail Headquarters. Executes the check payment window. Displays a window to type in a Gift Card number. Executes the card payment window. 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 the selected line item with a different tax. Overrides the tax on a transaction with a tax that the cashier selects from a list.Manual Minimize POS Window The POS window can be minimized by pressing a button with this action. Only available with a working Retail POS Retail Transaction Service Displays list of all currencies that the customer can pay in. 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 Page 253 . Executing this action opens the cash drawer. Executes the corporate card window. Overrides the tax on a transaction with a different tax. Executes the customer account window. Displays a window to type in a Credit Memo number. Concludes the transaction by paying the whole amount with cash. The list of taxes must be specified beforehand in Retail Headquarters.

An item can be returned by executing this action prior to “selling” the item. Then by pressing the button. Prints an X report for the day. You can scan the item or search for the item. This action allows a previously created button grid to be selected and attached to the action. A list of suspended transactions can be displayed with this action. A whole transaction can be returned by using this action. By selecting an item from the list of sold items and executing this action. Closing this window will happen by either choosing one of the grid’s buttons. Retail POS displays a number pad to enter the new price.Microsoft Dynamics® AX for Retail Training Manual dialog box. Retail POS asks for the item’s number. Popup menu A drop down menu to select the popup menu. By pressing a button with this action. Checks the price of an item. Retail POS displays the price of the item with the option to add the item to the transaction. Prints an Z report for the day. Overrides the price of an item if the item has been set up to allow it. where you can select a purchase order or transfer order to receive or pick merchandise for. Price Check Price Override Price Check Price Override Print X Print Z Recall Transaction Return Item Return Transaction Page 254 . the selected button grid will appear as a modal window above the POS screen. or by pressing Exit. The item will then be registered to the transaction with a negative valued quantity. the current price can be overridden by some entered price. When the item is found. and recalled to be completed. a window appears where an item can either be entered or a barcode be scanned to view the item’s price.

this action will suspend the transaction to be recalled later.Manual Safe Drop Sales Invoice Enter amount mover from drawer to the safe. this operation can be used. and then declared using a window that pops up. Pops up a defined submenu. Suspend transaction Tender Declaration Tender Removal Total Discount Amount Total Discount Percent Page 255 . If the customer has to attend to some urgent matter before completing the transaction. 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 an input box where the total discount percent can be specified for a previously selected item. This action displays an input box where the total discount amount can be specified for a previously selected item. Each transaction can be viewed in detail and reprinted. Used to count stock at the store. This action can be executed to start counting the cash from within the cash drawer. Gets information about sales invoices on a specific customer in Retail AX Only available with Retail POS Retail Transaction Service. This action displays a list of transactions performed on the POS. which will disappear when a button in the submenu is clicked. When cash has to be withdrawn from the cash drawer. Sales Order Search Shipping Address Set Quantity Show Journal Shut Down Computer Stock Count Sub Menu A drop down menu to select the submenu. Only available with Retail POS Retail Transaction Service. with an optional description.

Microsoft Dynamics® AX for Retail Training Manual Transaction Comment This action can be executed to attach some text comment to the transaction. The item has to be selected first. This action can be executed to void a selected item from the list of sales in 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 Page 256 . A text input window appears. This action can be executed to void a payment from the list of registered payments from the transaction.