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

 This Microsoft Dynamics AX for Retail course is mainly an instructor-led training course but assists as well on self-learning.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 be familiar with service names to port numbers assignment through the Hosts and Services files. which introduce an area of the program and examples of how this area works. Purpose of the Course The course is intended for people working at Microsoft Dynamics AX Partners who want to set up and configure Retail AX. The chapters contain instructional texts. You need to know how IP addresses can be assigned and how to use tools such as Ping and Tracert. For the data distribution and replication part of the course you need to have solid understanding of the TCP/IP networking protocol. 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. and for those who want to be able to provide support for the application. Page 7 . Store Connect and Transaction Service Course Prerequisites The participants should have good understanding of Microsoft Dynamics AX.

Further Information For further information about the Microsoft Dynamics AX for Retail training course.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. refer to: Retail in Microsoft Dynamics AX2009 in PartnerSource (sign in needed) Page 8 .

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

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

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

the staff. Retail POS Profiles Retail Headquarters works with these POS profiles: the hardware profile.   Distribution Locations Distribution locations are the basis for the flow of data. both between the Retail Headquarters databases and the POS terminals. and transactions settings are set up. The distribution location contains information needed for replication.    The hardware profile contains the driver setup for POS peripherals as well as the keyboard mapping. Page 12 . visual profile. bottles that are linked to drinks. On the Infocodes tab. transaction service profile. The system prompts the operator at the POS terminal for an input. It is attached to the POS record. 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. This provides a set of receipt templates for the printers at your registers. you can print shelf labels and item labels for chosen items or for items where the label is needed. It is attached to a POS record The visual profile contains information for the graphical layout and positioning of the POS retail registers. terminal. e. Visual profile is attached to a POS record The functional profile contains functional settings and is attached to a store record. On Receipt numbering tab you can specify receipt numbering masks to compose unique receipt numbers. Label Printing You can assign a shelf label or an item report to a retail item. The maximum amounts or quantity allowed can be set up on the Amount tab. On the Functions tab. For each store. The transaction service profile is where connection information for real-time information access is set up. The hardware profiles can be copied. It is attached to a functional profile.g.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. An example of a distribution location is a head office and a POS terminal. and receipt profile. The receipt profile is a group of form layouts that can be assigned to the point-of-sale printers via a hardware profile. functional profile. Linked Items Retail items can be automatically linked to other retail items at sales time.

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

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

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

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

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

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

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

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

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

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

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

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

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

2. Peter needs to create a new distribution group and subgroup to use it when defining where some prices and promotions should be distributed to. 5.1 – Setting Up a new distribution group Scenario – New distribution group Peter. The guidelines in this and next chapters present the ideal way of this process setup. Test Your Knowledge  Retail Headquarters Setup and Requirements Question Page 26 . 1. which has a central store database. Click RETAIL SCHEDULER>SETUP>DISTRIBUTION GROUP. Click GROUP>SUBGROUPS. Click MEMBER LIST. 3. the marketing manager at Adventure Works decides to try a different promotions' sets and pricing at Store 9. Lab 3.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. 4. Some prices and promotions will have to be specific and distributed only to Store 9. Add S0009 to the Distribution members list. this will maximize the system usefulness. Create a new record.

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

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

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

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

setting up Functionality Profiles. 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. you must enter certain information before you can start using the store.1 – Setting Up a new Store Step by Step – Setting Up a New Store Page 31 . and so on.Manual Checklist for Store Setup When you set up a store in Retail headquarters. Lab 4. those tasks are not mentioned in the checklist. Depending on how you want to structure your business. the setup can vary from one store to another. complete the following tasks. Certain setup is mandatory. Note that is has been assumed that certain tasks have already been carried out in the Retail Setup. this includes defining of the Statement/Closing methods. For instance. other is optional. Staff members. 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. therefore. For setting up stores in Retail headquarters.

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

Set up the Default customer to 1037 11. Set up Cash Declaration for the store by copying the cash declaration from Store 10. The store calculates statements using the POS Terminal Statement method. 8. Test Your Knowledge  Store Setup Question Can you have multiple stores in the Retail headquarters system? ___________ Page 33 . On tab Tender type.Manual 6. set Remove/add tender = 04. The store closing method is Date and time.01. 10. (Setup > Cash Declaration). Set the maximum amounts for difference using the following parameters:  Posting = 5. 12. 13.  Shift = 5.  Transactions = 5. Set up the Tender types for the store by copying tenders from the Store 10 (Functions > Copy tender to store). 9. 7. Choose rounding account 60815 and set the Maximum Rounding Amount to 0.

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

you will be able to:    Master the item hierarchy and selecting the correct combination for different kinds of stores. Division Group. Describe the procedures for inventory setup and management. Retail Department. and settings for Item and Variants. Retail Group.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. Introduction Items are the fundamental units in the Retail Headquarters system. Retail Headquarters includes some features that concern item sales at the point of sale. Retail Hierarchy The item hierarchy consists of the Business Group. Distinguish between the mandatory tasks and optional ones. Page 35 .

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

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

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

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

Page 40 . Previously.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. 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.

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

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

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

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

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

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

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

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

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

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

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

The program then calculates and creates entries for the other units connected with Liter. If the base unit is kilogram and the comparison unit is gram.Microsoft Dynamics® AX for Retail Training Manual It is possible to define a different conversion factor between the same units for each item. the program has already created a conversion value entry for Milliliter and Centiliter. Factor. Page 52 . To Set Up Conversion Units of Measure for a Specific Item: 1. the conversion factor is 1000. Liter. When you have entered this information in the Conversion form for Liter. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. You first select Liter to set up its conversion values. Example You have set up three comparison units. like fluid ounces. 3.001. Fill in the From unit. Fill in Additional quantity if needed. Factor and To unit fields. The Unit conversion form is displayed. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and itself. The conversion factor between Milliliter and Liter is 1000 and the conversion factor between Centiliter and Liter is 100. Press CTRL+N to enter a new unit conversion. and Centiliter. If the base unit is gram and the comparison unit is kilogram. 4. Once you have completed entering conversion factors between the base unit and the selected units. 5. 2. Fill in Round-off if needed. If you later add another unit. Click BASIC>SETUP>UNITS>UNIT CONVERSION. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and item itself. such as Liter. The Unit conversion form is displayed. and To unit fields. Fill in Round-off if needed. Note that the Item number appears automatically and this unit conversion is active for this particular item number only. Browse to the retail item you want to create a Unit conversion for. 5. 2. To Set Up General Conversion Units of Measure for All Items: 1. Repeat steps 5 and 6 for additional units you want to convert to the base unit. Click RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>UNIT CONVERSION. you only need to set up a conversion factor with one unit. Milliliter. Fill in the From unit. 3. 4. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. Fill in Additional quantity if needed. the conversion factor is 0. the program has created conversion entries and calculated conversion factors between each pair of the selected units.

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

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

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

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

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

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

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

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

or assign the variant group combination to the item itself.Manual Question What is an open department sale? ________________ ( ) a. or assign the variant group combination to the item itself. for example the kilogram price for an item that is sold in a 200 g packages. Then you can assign those to items and have the program calculate the item price for the comparison unit. Either assigning a variant group combination to the retail group the item belongs to. ( ) b. When a department opens a sale ( ) b. Page 61 . ( ) b. 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. Question How do you use comparison unit of measure? ________________ ( ) a. 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. To calculate the item price for comparison unit. You have to do both: Assign a variant group combination to the retail group the item belongs to.

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

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

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

Manual Inquiries Under Inquiries it is possible to view all discount overlaps for all items in select periodic offer. Page 65 . 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. When you select the Discount offer under the Inquires button the Discounts form is displayed.

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

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

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

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

4. The Mix & match form is displayed. finding a descriptive name and setting up how many items are needed for the discount to take effect. 7. When you set up a Mix & match group. Here you can set how many lines with this group it takes to Mix & Match to match. In the offer lines. This involves setting the price or percentage discount. On the Price/Discount tab. Fill in the Description. In that case you insert the coupon item as a mandatory item in the mix & match offer. 5. 8. you need to define how the discount should be configured and choose the items. For a better overview you can assign colors to the line groups. Click RETAIL HEADQUARTERS>MIX & MATCH. Fill in the Groups to distribute to. in the Line Group field. On the Validation period tab fill in the Discount period number field to determine the validation period for the offer. for example determining. a bag of potato chips and one candy bar. a specific group for item(s) is not triggered unless a coupon is endorsed also. two different types of soda.Microsoft Dynamics® AX for Retail Training Manual Mix & Match Offers Retail items. Item or Retail Group you want to include in the offer. select the Discount type by setting one of the Radio Buttons to determine the discount type. in the Type field. Press CTRL+N to create a new mix & match offer. If you want to set limits on the validation period for the offer. Page 70 . select the Variant. 6. where the customer gets the candy bar for free if he buys one of either types of soda and the bag of chips. An example of a mix & match is a group of four items. Fill in the Number. which are included. You can set up different line groups by left clicking on the Line Group field and select the option Go to Main Table. 3. Another example of mix & match offers is when triggering store coupons. Enter the necessary information in each line. You can learn about setting up coupon items in Chapter 6 – Bar Code Management. To Create Mix & Match Discounts: 1. 2. retail groups or variants. can be included in mix & match offers to allow discounts when buying a specific quantity and/or combination of goods. And set appropriate field according to the Discount Type selected. retail groups and variants. 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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it replaces the characters in the mask with the appropriate numbers or checks that the input corresponds to the type of mask character. using a specific bar code mask and a check digit to avoid conflicts. 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. If one sets up bar code generation and checking for a retail group. and if necessary calculate the check digit and convert the input into a standard EAN bar code. the license number in the EAN License No. Bar code mask characters are alphabetical letters that make up Bar Code Masks. For example. It is recommended to use a fixed structure for in-house bar code. Bar Code Masks To be able to create bar code masks for items and retail groups. 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. with modulus check digit as the last digit. customer’s bar code numbers and coupon numbers. 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. The POS system supports input from scanners that read in the whole bar code number and check the bar code's check digit. If an item bar code mask contains item variant digits. Then bar codes are created and used in this company only. and also. one must set up bar code mask characters. color. the program can automatically generate bar codes for the item to represent all combinations of size. Page 76 . field can be registered in the Retail Setup window. When the program generates a bar code from the input typed in as bar code and uses its bar code mask as guide. like UCP or EAN standard bar codes. the system can automatically check the validity of the bar code input. Whether a fixed structure is needed for in-house bar codes depends on the settings of the scanners on the POS terminals. configuration and/or style. simplify the task of creating bar codes for each item in the retail group. the program can detect errors in the input. using EAN standard bar codes. 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 fixed structure includes for example a prefix that is reserved and used mainly for internal use.

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

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

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

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

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

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

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

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

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

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

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

Click RETAIL HEADQUARTERS>SETUP>PARAMETERS and select the Posting tab. Post infocode discount – this will post discounts issued from infocodes.Microsoft Dynamics® AX for Retail Training Manual for the period in that specific statement.      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. Page 88 .. Safe drop – this will sum up amounts from safe drop transactions when posting to the General Ledger.. 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. Bank drop – this will sum up amounts from banked transactions when posting to the General Ledger. If Periodic is selected specific ledger accounts can be set for each of the three periodic discount types.

Detail level – summation of General Ledger transactions. taxes. Post journals when invoicing purchase – When a purchase order is created the related transfer orders created from Cross-docking get posted. Statement Method There are three ways that can be used to summarize statement lines when a statement is calculated:  Staff Page 89 . This option speeds up the posting process and lowers the volumes of transactions created. 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. If email is selected it will be sent to the customer by email. inventory transaction and more. Voucher transactions – Gives the option of aggregating the transactions being posted at the time of posting a statement. customers. Automatic settlement – automatically settle the customer invoice and payment transactions. Receipt option – If POS is selected then receipt is only printed on POS.Manual      Gift card item – item that represents all issued gift cards. If both are selected both options will apply. These include sales revenue.

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. Date and Time filter can also be used here. 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. Thus you can view the total results of tender types for each POS terminal. 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.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 POS terminal. per staff member. The default range is the full day of the statement creation. This option is used when cashiers share a register and the total amount of tenders received can be from sales from multiple staff members. Using the 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. By using this closing method it is guaranteed that all transactions that belong together will belong in the same statement. Thus you can view the total results of tender types for each staff member. Page 90 .

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

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

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

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

Manual Batch Framework Inventory update. 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. Go to RETAIL HEADQUARTERS >PERIODIC >POS POSTING. If no filter is used the processes will run for all stores. Two new fields on store form are used when calculating statements in the batch framework. calculation and post can all be defined and run automatically in the batch framework. Page 95 . Statement creation. No client is needed to run in the batch framework and the tasks can run in parallel.

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

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

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

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

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

Two new fields on store form are used when calculating statements in the batch framework. That means each statement is a batch task so we can calculate and post statements in parallel. 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.Manual No client is needed and the tasks can run in parallel.

. 5. 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. 6. If Total then one statement with statement lines for each tender type. so that statement calculation includes transactions up until that time. If Staff/Terminal field is checked then when calculating the statement it will create statements depending on the Statement method set up for the store as follows: 4. If POS Terminal then it will create one statement for each terminal in the store. you can specify that the 24-hour period ends at 3 A. For example. If Staff then it will create one statement for each staff member in the store. 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. Appendix B: Setup and Configuration Retail Parameters Posting Tab: Page 102 . Works the same as when the field is not checked..M.M.

Manual Store Statement/Closing Tab: Page 103 .

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.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. Retail Sales open from main menu and Update inventory process. Voucher form opened from Posted statement form.

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

Microsoft Dynamics® AX for Retail Training Manual Page 106 .

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

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

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

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

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

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

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

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

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

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

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

This feature is needed when a vendor doesn’t provide a bar code for the item or the Use vendors item number seq. field is selected. Fields in the Vendor Table There are quite a few fields relating to item import set on the vendor. When this field is marked all items Fixed exchange rate Decimal Item number sequence Use prefix for String Boolean 10 Page 118 .Microsoft Dynamics® AX for Retail Training Manual 3. Select the Retail tab. Below is a list and description of the fields in the vendor table: Name Type Width Description Exchange rate which is fixed for a period of time (for example season) and used for calculation of (local) sales price based on the suggested retail price. This field holds a number series to create an item number for the imported items.

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

it will have the value of this field as a prefix. This field holds a number series to create a bar code for the imported items. The option string is Own. it will have the value of this field as a prefix.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 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. If a Color code needs to be created automatically for a Vendor. The Retail group is found during the transfer of an item into the item import journal. Page 120 . It can be changed before the item is actually created. This feature is needed when a vendor doesn’t provide a bar code for the item. If a Size code needs to be created automatically for a Vendor. This is the prefix for the concession sales statistics files. 3rd party and Concessions. To Define Item Import Hierarchy Setup: Click RETAIL HEADQUARTERS>SETUP>ITEM/ORDER CREATION>ITEM IMPORT HIERARCHY SETUP.

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

Posted from Journal Status of file in import journal – possible values are: None. 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. In journal. Imported Files The form displays all data that have been imported into AX for item and purchase order creation. Account number of the vendor providing the file. 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 .Microsoft Dynamics® AX for Retail Training Manual entry. The form contains a header section and a lines section. In order. Status of file in import journal – possible values are: None. 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. The form is entirely locked and cannot be updated manually in any way. Mandatory Check Item Import Journal In order to create or update an item correctly the mandatory check functionality should be used. Deleted from journal. Name of the imported file. The setup for this can be accessed from the item import journal table as described in section Mandatory Check Setup. Deleted from order.

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

For Debenhams Items this field is stored in the Description 3 of the Item. Vendor’s code of the season the item belongs to. This is the vendor purchase price.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. It is used for price calculation when the suggested retail price is not present. Description of the Vendor hierarchy level 2. The sales unit for the item. ID of the user which imports the file into the journal. Code for the fourth level of the hierarchy from the vendor. 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 . Description of the Vendor hierarchy level 3. 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. The purch unit for the item. Number of the vendor holding the item.

Deleted from journal. In order. This is done by selecting RETAIL HEADQUARTERS>PERIODIC->ITEM/ORDER CREATION->ITEM IMPORT JOURNAL->FUNCTIONS>GET IMPORT LINES. The import journal id if the line has been transferred to an import journal Status of file in import journal – possible values are: None. 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. 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. Posted from order Unique line number for the journal. Next a file must be selected to be transferred from the imported files table to the journal. Posted from journal Status of file in import journal – possible values are: None. In 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.Manual table Item import ledger entries. Deleted from order. Page 125 .

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

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

Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called.Microsoft Dynamics® AX for Retail Training Manual The same mandatory check setup applies for all lines in the item import journal. Error Check This menu option allows the user to check the current journal for errors. Recalculate Salesprice This function recalculates the sales price in all lines in the journal using the steps described above. Page 128 . After an item is created. For convenience there is a filter which can be used to display error lines only or all lines. 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). The entire journal is checked for errors at a time. 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. 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. 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. it is good practice to check the items using the FUNCTIONS >ERROR CHECK button. If an error is detected an infolog window is displayed listing all errors. An infolog is displayed if not all the conditions in the mandatory setup are met. The error check routine is automatically run for the journal after the import and also if any field is modified in the import journal.

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

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

sales prices. The line is flagged ( ) c. name at least four: __________________________________________________________________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Page 131 . bar codes and variants ( ) b. infocodes. 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. special offers and periodic offers Question What is needed to import Item data into a valid Item import journal from a vendor? ____________ ( ) a. bar codes and variants ( ) c. Inserts/updates Item table. Vendor has to be specified ( ) b. purchase prices. sales prices.Manual Test Your Knowledge  Item Import Question What inserts/updates does the Item import process? ________________ ( ) a. purchase 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. Nothing ( ) b. Inserts/updates Item table. Inserts/updates Item table.

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

variant L 4 and variant XL 3 in the Total Weight field.Manual Weights are set on color. Purchase Order Using Color/Size/Style Curve The size/color/style curve can be used to suggest order quantity of item variants. L and XL. To represent this as a size/color/style curve. Page 133 . When an item combination is created for each Item: RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>ITEM DIMENSION COMBINATION. the weight is initialized from the weights defined for color. size and style. If he or she enters a quantity here for the item for example 200 units the system automatically creates purchase lines for each variant. 3 pieces of L and 1 piece of XL. 4 pieces of M. 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. For each size value of S sold. These weights are used to initialize the weight field for color. M. variant M value 2. variant S should have the value 1. Size and Style Group lines: Click RETAIL HEADQUARTERS>SETUP>ITEM>COLOR GROUP | SIZE GROUP | STYLES GROUP. The total weight for a variant is the multiple of the inventory dimension weights. A regular purchase for a vendor is created. 20 pieces of variant with size 36. size and style group lines and get inherited to the corresponding inventory dimension values on the item. 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. 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. For a particular item it will create 10 pieces of variant with size 38. 30 pieces of variant with size 34 and 40 pieces of variant with size 32. To Set the Weight of the Color. the aim is to sell 2 pieces of M.

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

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

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. This is done by clicking on Select all lines. From there the user can select to calculate the lines and create the transfer orders. It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. 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). By making changes either here or on the cross docking form the journals are automatically updated. Item and Variants or Item and current variant. only the lines for the selected item and it´s variants or only the line for the selected variant. Page 136 .   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. 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 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. 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.

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

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

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

Click OK f. In the lower pane. Step by Step . as determined in the size group. Create a new Purchase order a. 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 Advanced button c. 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. Click the New icon. He wants to make sure that the correct sizes are ordered. Select Vendor 000001_045 e. click Sum tab g. by using tools as the size/color/style curve for variants. d. h. Set Item number field to 0159 i.Quick purchase order creation with a breakdown per size 1. Click the New icon. setting the accurate replenishment rules and cross docking as well as using the buyers push in correct way.1 – Replenishment – Curves and Cross Docking Scenario 1 Chris.Microsoft Dynamics® AX for Retail Training Manual Conclusion Replenishment rules are useful and necessary to keep your stores and warehouses in order. Lab 11. Retail headquarters > Periodic > Replenishment > Purchase order b. Set Unit price to 2 k.

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

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

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

Question In which cases are Replenishment rules used and when is Cross docking using Fixed quantity for all the better option? _______________________________________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ __________________________ Question What is the Buyers push used for? _________________________ ( ) a. Buyers push 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. ( ) b. an example is if he or she wants to decide what is purchased and kept in a warehouse. Page 144 . Buyers push is used when a buyer wants to control the orders. ( ) c. 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. The least popular or common variant. ( ) b. not for items. Buyers push from Menu is only used for whole menus.Microsoft Dynamics® AX for Retail Training Manual ( ) b. Buyers push is used to distribute items from a warehouse to the stores. Question How is Buyers push from Menu different from Buyers push from Item? _________________________ ( ) a.

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

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

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

Please refer to the user manual for more information. For example we might have a Data Distribution Hierarchy that is structured around the retail store. Page 148 . The ability to specify sub locations for a specific Distribution Location allows us to include additional locations within a single Distribution Locations distribution structure. 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. Retail Stores When creating a store it will inherit the distribution groups marked with default group. 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.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. Please refer to the Data Distribution Configuration Quick Guide for more information. Distribution Locations have distribution groups and if set will result in the automatic creation of a subgroup and member for the specified location and in turn will receive an entry in the Distribution List. The Stores form will appear. You can access the Stores window by clicking RETAIL HEADQUARTERS>SETUP>STORES>STORES.

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

The Distribution Subgroup form will appear. The Distribution Groups form will appear. Then you can access the Data Distribution Subgroup window by clicking GROUP>SUBGROUPS. with the distribution group initiated to that specified on the store. Then you can finally access the Data Distribution Members window by clicking Member list. The Distribution Members form will appear.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. Page 150 . This means that a Data Distribution Subgroup and Member have been created for the Distribution Location.

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

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

The Retail Scheduler Parameters form will appear. Configuring Table Distribution First it is useful to revisit the first Table Distribution setup form shown earlier. Page 153 . 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.

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

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

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

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

Microsoft Dynamics® AX for Retail Training Manual Validate that there is an action with PriceDiscTable and location filter 003±S0010 j. Add item 0093 to sales transaction c. Page 158 . Log into POS b. Close Actions form 4.00 i. Click Yes 5. Verify that the price excluding sales tax is 25. using A-1040 job a. Click Functions > Run retail scheduler job directly d. Retail Scheduler > Common forms > Scheduler jobs b. Replicate the changes. Validate the price on POS a. Select job A-1040 c.

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

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

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

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 items belonging to the group are uploaded. Retail department – All items belonging to the retail department are uploaded. Manage taxes Most of the features mentioned above can be accessed via RETAIL HEADQUARTERS > ITEMS. then click on the Commerce Service button on the ribbon. All – All items are uploaded. This is specific to retail. Items with units of measure that are consistent across purchase and sale are supported. Manage pricing rules 4. Only sites and warehouses can be specified as mandatory. The quantity on hand reflects all sites and warehouses. 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. Supported: All storage dimensions are supported. Synchronize data 2. Manage orders 3. Item deletion can be performed via upload running the job for complete data synchronization. This is specific to retail. Page 162 . Not Supported: Unit conversion is not currently supported.

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

tax groups. 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. 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. based on that tax group. Test Your Knowledge – Commerce Services Question Items removed from the online item list will be deleted from the Commerce Services.Microsoft Dynamics® AX for Retail Training Manual     Price Group Line discount Multi-line discount Total discount Manage sales tax Tax codes.

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

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

Select the retail user profile that you want. In Retail Headquarters. 2. 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. Repeat steps 2 through 5 for the other users assigned to the three retail profiles. 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. Click Recurrence to set the interval you would like to the jobs to run. 3. Page 172 . Click Administration > Setup > User profiles. Click View Role Center. 2.  A batch job is not needed for the year-to-year sales data report. 1. you must set up the reporting batch jobs that are used to generate these reports. Click the report scheduler job that you want to set up. Click Retail Headquarters > Setup > Reporting batch jobs.Microsoft Dynamics® AX for Retail Training Manual 6. 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. 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 . Click Functions > Post h. Verify that the Purchase order Status is Received a. Retail Headquarters > Periodic > Replenishment > Purchase order Test Your Knowledge – Enterprise Portal Question What are some of the benefits of using Enterprise Portal? a) Back office info available via a browser b) Perform store inventories c) Timely reports d) All of the above Question Before you can use Enterprise Portal. Click Functions > Validate g. Close the Retail Receiving form 4.

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

Cupom fiscal lines. India and Japan. Integrations to fiscal devices are country specific and partner driven. such as Retail. Set up Retail HQ parameters: Go to RETAIL HEADQUARTERS > SETUP > PARAMETERS. 5. 6. select Fiscal Book/SPED Fiscal.Fiscal Books 4. Set up special fiscal document types for retail transactions: Go to Basic > Setup > Brazil > Fiscal document types.  Posting tab. Set up a fiscal books job for reporting sales information: a. select the ECF Master data. Z Report data. 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.select the posting fiscal document type created in step 1.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. e. In the Fiscal group field. Type a name for the job. The exception to this is Brazil where the fiscal printer integration is provided due to local software publisher requirements. confirm that the correct Default type of establishment has been selected for retail customers. GLS-CONS The GLS-CONS layer includes features for these countries: Brazil. fill in the CFOP field with 5. and then click Next. b. and Nota fiscal lines check boxes. In addition to the check boxes for any other information that you want to send.  General tab. Page 181 . c. Click Administration > Periodic > Fiscal books > Job Manager. and then click Next. Fiscal document type field .  Posting tab. and then click Next to complete the wizard.102. d. China. Brazil .

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

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

This setting is on the Retail tab in the Warehouses form. It controls how inventory transactions are posted.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. Inventory profiles To set a default inventory profile for a store. Correspondence of accounts Correspondence of accounts is supported during posting. 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 . in-store cash transactions post through slip journals. To enable this feature.

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

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

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

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

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

The images below displays different types of button grids.. he can simply click in the relevant column in the list. but should the user wish to Item number or Item group. 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 move the search area to that column. By default the system searches by Item name.. 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. Sales Button A Sales button is a button that directly sells a particular item. Page 190 . This will open up a window where you can search for items.] button beside the textbox marked Barcode. Selecting Items Select ItemSale in the Action lookup to create a Sales button.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. This allows you to select the item that the button is supposed to sell by clicking on the [.

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

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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Numpad – Entry of numbers. ButtonGrid1 – 5: The Button grids that were created and selected to appear at POS startup. Logo – An image box that displays the company´s logo. To insert an image in the Logo box. Page 197 . Message – A window that displays messages. right-click in it and choose Select picture. then the POS and finally the store. Once you have created the design. It is also possible to assign a specific design to a certain POS.Manual Thus you can transfer the different grids onto the POS and move them about at will. When the POS is started it first examines whether the staff member who logged on has a specific design assigned to him. As mentioned before it is possible to create different designs. To remove a grid from the design window you must click in the grid and drag it into the Customization window. Totals – A window that displays totals. The following options are available in the Customization window for selection:       Customer – Select a customer and view information about a selected customer. close the Customization window and click on the Save button. staff member or store.

click Lines in the left navigation pane. Page 198 .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 .

Click the New icon c.New button grid 1. Set Item to Item Sale h. Set Text on button to Adult BMX helmet j. 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. Retail headquarters > Setup > POS > Retail POS > Button grid b.1 – Setting Up a new button grid for quick sale Scenario – New button grid Megan. Set Rows to 1 iii. Create a new button grid and assign items to its buttons a. Right-click a button and select Button properties g. Click Designer Button i. m. Set Button Grid ID to 99 d. k. decides to create a quick menu for a POS that is located near a helmet stand. Set Columns to 5 f. 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 . l. Set Bar code field to 0023 i. Set Name to Helmets e.

NET Business Connector installed on same server. for the purpose of this manual these applications will be set up on the same server. the following needs to be installed or checked. Connections: Requirements Before starting. 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. Make sure that the server computer meets the requirements for the Dynamics AX installation as described by Microsoft. Retail Store Connect and Retail Transaction Service do not have to be on the same server as the Microsoft Dynamics AX for Retail system. Server   Standard Dynamics AX 2009 installation on a server. . It is recommended for the first installation (preferably a test environment) to do it this way as it eliminates any network problems that could possibly arise. Connections: System overview Page 201 . Although the Business Connector.

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.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. Business Connector The Business Connector acts as a Microsoft AX Client but without a user interface. This enables access to data within Microsoft Dynamics AX from external programs such as Retail Store Connect and Transaction Service. The Store Connect optimizes this process by extracting the dataset only once from the database and sending out multiple copies as needed. 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.

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

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.Microsoft Dynamics® AX for Retail Training Manual o Message Database . leaving the default settings as is and finish the setup Start the service “Microsoft Dynamic AX for Retail Store Connect xxx”. Go through all the pages for the rest of the configuration.provide the computer server name. o Service accounts . and a name for the database to be used as the storage for the “Store Connect” messages.provide the user name and password for running the Service.  Assign AOS profile to the distribution location for HQ  Assign the DB profile to the distribution location for the POS terminal Page 204 . 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. A new database will be created. click on OK.   There is one difference between the Store Connect on the Terminal and the Server. the Store Connect is accessing AX through the Business Connector but on the Terminal it is accessing a SQL Express database directly so there is no need for a specific user to run the service. Note: this user account needs to also be an AX user. On the Server.

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.  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 .

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

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

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

Look at the data in table Currency.microsoft. All the data in table Currency should have Data area ID as the one used In Microsoft Dynamics AX for Retail. Go to the Terminal computer and open SQL Manager Studio (free software from Microsoft: http://msdn. If that is the case then send the rest of the N.Manual        Click button FUNCTIONS>RUN SCHEDULER job directly Click OK in the message that is displayed. Page 209 .aspx) Connect to SQL server where you have hosted POS DB.jobs For further information on subjobs. scheduler jobs and their configurations will be provided in Part III.com/en-us/express/bb410792.

To create a new line click CTRL+N Page 210 . To design – To table number: Select the table the data should be replicated to Company id – Replicate dataAreaId: Select true Company id – Field for dataAreaId: Select the DataAreaId field from the list Replication – Replication method: Select Normal Replication – Field transfer type: Include list Delete: used for Normal jobs. this will delete all records in the target table before inserting new data  Insert: specifies that data will be inserted or updated at the target table  Enabled: the subjob can be enabled or disabled  Pull data: used for P jobs to extract data from POS database Example: check Delete. In the Setup tab change the following fields.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. Create a new sub job by clicking CTRL + N. Insert and Enabled if the subjob will be used as part of a Normal job 4. 2. Enter a Subjob number and Description (Table name) 3. 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. Click button SETUP>TRANSFER FIELD LIST          5. Scheduler subjobs Create a new subjob Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER SUBJOB To create a new subjob take the following steps: 1. The fields that are omitted from this description should not be changed or configured as they are not used. It also explains how to configure the Retail Scheduler for automatic data replication.

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

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

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

Remember. the system automatically creates a distribution location for it. That is especially true when you have centralized store database. Bearing that in mind we may end up in a situation where the scheduler job may want to send data to a distribution location that has not been set up. that when you create stores and POS terminals. the scheduler jobs should be set up accordingly.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 .

Overview over connections created Page 215 .Manual The options below will help you specify the proper destination for each scenario. Make sure that the Scheduler job is enabled. 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.

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

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

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

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

Sell a few more items Click the Pay Customer Account button Go to the Retail AX server Open Microsoft Dynamics AX for Retail Client and select company Go to RETAIL SCHEDULER>SCHEDULER JOBS Select scheduler job P-.0001 Click button FUNCTIONS>RUN SCHEDULER JOB DIRECTLY Click OK in the message box that comes up Page 220 .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.

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

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

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. For Connection parameters see PART I on Transaction service. No other Transaction Service configuration is needed. Payment Journal Settings Payment journal settings need to be set for Sales order payments to be processed accurately through the Retail POS Transaction Service. The settings are configured in the central Microsoft Dynamics AX for Retail database and then replicated to the POS Terminals. The Retail POS gets information about sales orders through the Transaction Service that is the POS itself does not store any information about the sales orders. The Sales Order operation allows prepaying or paying the total balance of a sales order that has been created in Microsoft Dynamics AX for Retail.Manual </configuration> These configuration parameters need to be present on each POS terminal that should connect to the Transaction Service. The Sales Invoice operation allows paying for the sales order that has been created and invoiced in Microsoft Dynamics AX for Retail. 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. Page 223 . Retail Transaction Service: Sales Orders Functional Overview The sales order is an order received by a business from a customer.

 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. 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. Page 224 . (NTerminal).    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. 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 .

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.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. This is the minimum amount that needs to be paid before the sales order is processed. Page 226 . 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. Information about the prepayment amount is available in the Sales Order dialog after the sales order has been selected.

To temporarily resolve this issue on the Retail POS use operation Void Transaction to void the entire transaction. A Packing Slip is a shipping document that accompanies delivery packages. Create Picking List and Create Packing Slip The buttons Create Picking List and Create Packing Slip on the Sales order dialog trigger a printout within Microsoft Dynamics AX for Retail using the Transaction Service. The Picking List contains the details of the ordered items. 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. 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.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. It includes an itemized detail of the package contents and may or may not include customer pricing. Retail Transaction Service: Sales Invoices Functional Overview Page 227 .

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

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 . 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 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.

Select any of the existing customers Select the General tab. 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. Changing the Customer’s Credit Limit    Click on ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. Microsoft Dynamics AX for Retail maintains a customer balance based on the sum of transaction being charged and the amount the customer has paid. 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. 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 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 . The limit on this balance is decided on each customer by setting the Credit limit. No other Transaction Service configuration is needed. Configuring Microsoft Dynamics AX for Retail The Retail POS Transaction Service needs to have been configured.

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 . 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. Charging for more will raise an error in Retail POS.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. Increasing the credit limit to $1750 would enable to transaction to be completed. From this information it is obvious that customer number 3000 can only charge for $1500. a message telling you that the Credit limit has been exceeded appears.

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. 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. Create Buttons on the Till Layout To have access to the Inventory lookup operations a button needs to be added to the Till layout. For further information on how to create button grids and Till layouts please see Part I. Test the Transaction Service connection. The Transaction Service will return the stock level for the item in each location.  Add a new button with Action Inventory Lookup Page 232 .Microsoft Dynamics® AX for Retail Training Manual   Go through the Transaction Service Profile settings again and make sure that they are correct. 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.

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 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. 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 .

Page 234 . if needed.Microsoft Dynamics® AX for Retail Training Manual Use either one of the two methods:  Type in an item number. 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. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. but not serial numbers or units of measure. If the item is found. and press the Enter button.  Click on the Search button. This can be done with the POS register online or offline. Note: scheduled or basic stock count can be performed by using Enterprise Portal via a browser and an Internet connection. 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. and select an item from the list. You can suspend the stock count and resume at a later time. Variants can be counted in stock counts. No other Transaction Service configuration is needed. the items status will be displayed at the top of the dialog.

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

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

it is able to locate it and send it back to the Retail POS.  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. By passing the unique receipt number into Microsoft Dynamics AX for Retail. 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. Should note that transactions must be returned to the same register if P-Term has not run. in the case when transaction is not found In Microsoft Dynamics AX for Retail it is checked whether it is found in the local database. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the Retail POS local database. an error message appears saying that the transaction is not found. If it is still not found. Create Buttons on the Till Layout To have access to the Centralized returns operation a button needs to be added to the Till layout. Therefore. Page 237 . It is possible that the transaction has not yet been posted 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. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed.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.

      Select the items meant to be returned using any of the appropriate buttons: Select line (Selects one line. 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. Page 238 . 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. The items selected will be added to the current transaction.Microsoft Dynamics® AX for Retail Training Manual   Type in the receipt number. When the transaction has been paid for. 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 is notified through the Transaction Service and each returned item is checked again to make sure that they can be returned. 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.

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

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 .

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

Page 242 .  Minimum change the minimum balance that can be on the credit memo before giving the customer the change back and invalidating the credit memo. 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 Issue Credit Memo.  Set Change tender to Cash (or any other tender type you want).  Select the General tab and set Operation id to 213 (Pay Credit memo)  These steps have to be repeated for every store that is being used Create Buttons on the Till Layout To issue and use credit memos buttons have to be added to the Till layout. 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. 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. Add a new button with Action Pay Credit Memo and Payment type as Credit Memo.

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. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new buttons should be visible Return an item Click on Issue Credit Memo button and if the balance of the transaction is a minus number a Credit Memo will be created through the Transaction Service. Go into RETAIL AX>RETAIL HEADQUARTERS>INQUIRES>CREDIT VOUCHERS The credit memo that was just created will be visible in the list with Applied as false Sell a few items Click on the Pay Credit Memo button created before. 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 The Issue Credit Memo button will. simply issue a credit memo for the amount that the store owes the customer within the transaction. as the name implies. Retail Transaction Service: Gift Card Functional Overview Page 243 . A dialog asking for the credit memo number will be displayed Enter the credit memo number created before. 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.

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

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

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

Page 247 .  Enter the items to be purchased  Press the Card payment button. In order to spend loyalty points.       Start the Retail POS application If the application is already running then log off and then log back on. If the user tries to add a second Loyalty card a message appears asking if you would like to override the existing one. 4) a purchase of a particular variant of an item 5) for using a special vendor type. If the card is identified as a Loyalty card a message is displayed on the message panel. Type the Loyalty card number into the number dialog. Only one Loyalty card can be registered for each transaction.  Swipe or enter the loyalty card number and enter the amount to be paid. Troubleshooting If an error comes up when using any of the Transaction service operations then the Retail POS transaction service has not been configured correctly. the card payment dialog has to be opened and a card that has been identified as a loyalty card has to be used. 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.Manual purchase of any item. How to Spend Points When using the Loyalty card to spend points the card payment dialog must be opened.  The Card payment dialog appears. One way is to swipe the loyalty card at any time during the transaction. a loyalty card has to be added to the transaction. when paying. Another way is to manually enter the Loyalty card number.  Go through the Transaction Service Profile settings again and make sure that they are correct. How to Accrue Points In order for loyalty points to be accrued.

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 .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.

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

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

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

Issues a new Credit Memo in Retail AX through the Retail Transaction Service. This action is used to request for loyalty point for a customer holding some loyalty identification. This action displays an input box where the discount amount can be specified for a previously selected item. Page 252 . which the terminal can only recover from by entering the current user’s password. 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 triggers the sale of a barcode specified by the input field that appears. This action is executed to log of the current user. this action can be executed to attach some text comment to the item. This action allows the user to add text comment to the invoice.. Issue a gift card After selecting an item from the list of items. the terminal will enter a locked state.Microsoft Dynamics® AX for Retail Training Manual Income Accounts Inventory Lookup Invoice Comment Issue Credit Memo Creates an entity to a selected income account. Issue Gift Card Item Comment Item Sale Barcode: The barcode sold. Only available with a working Retail POS Retail Transaction Service. like a loyalty card.. A text input window appears. button. By pressing the . From there it is possible to search for and select an item and attach it to the current transaction. By pressing a button with this action. This action displays an input box where the discount percent can be specified for a previously selected item.

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

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

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

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

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