Microsoft Dynamics AX for Retail R2 Training Manual | Point Of Sale | Receipt

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

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

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 .

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

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

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

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

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

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

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

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

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

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

For Brazil. there is an overview and a brief description of the settings available on the tabs of the Retail Setup window. Depending on how you want to structure your business. you must enter certain information before you can start running your business. This make it possible for your business to get additional information needed at transaction time. and some POS events. the setup can vary from one company to another. More information on the introduced features can be found in the next chapters.Manual Infocodes can be assigned to the retail items. To start Retail Headquarters. You can register the default item type and the EAN license number used in your business. color. flight no. Certain setup is mandatory.. customers. such as. For India. Below. income /expense accounts. perform the following tasks in the following order: Order 1 2 3 4 5 6 7 8 Task/Overview Retail Setup (Parameters) Localized seed data Inserting Demo Data for Retail Headquarters Setting Up Mandatory Distribution Group Setting Up Distribution Locations Assigning Distribution Locations to Distribution Groups Numbering Principles Importing Data from an Existing System Mandatory Yes No No Yes Yes Yes Yes No Retail Parameters In the Retail Headquarters Parameters form. you can configure replenishment transfer type and price type here. Page 19 . and style that can be set individually or as a combined variant. General Retail Headquarters offers varied features that can help you manage your retail business. Retail Headquarters allows four retail item variations: size. tender types. 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. 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. other is optional. you can decide how you want the program to manage the Retail Headquarters system. sales person ID. configuration.

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

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

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

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

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

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

The guidelines in this and next chapters present the ideal way of this process setup. which has a central store database. 4. Some prices and promotions will have to be specific and distributed only to Store 9. 2. Create a new record. Peter needs to create a new distribution group and subgroup to use it when defining where some prices and promotions should be distributed to. 1.1 – Setting Up a new distribution group Scenario – New distribution group Peter. this will maximize the system usefulness. 3. Test Your Knowledge  Retail Headquarters Setup and Requirements Question Page 26 . 5.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. Click GROUP>SUBGROUPS. Click MEMBER LIST. Click RETAIL SCHEDULER>SETUP>DISTRIBUTION GROUP. Add S0009 to the Distribution members list. Lab 3. the marketing manager at Adventure Works decides to try a different promotions' sets and pricing at Store 9.

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

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

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 .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.

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

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

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

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

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

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

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

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

Order 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Task/Overview Setting Up Units of Measure Setting Up Comparison Units of Measure Setting Up Retail Departments Setting Up Retail Groups Creating Retail Items Registering Item Prices Linking Items Setting Up Sizes/Colors/Styles Creating Size/Color/Style Groups Creating Variants Setting Up Bar Code Mask Characters Setting Up Bar Code Masks Entering Bar Codes Assigning Sections and Shelves to Items Setting Up Item Labels Setting Up Shelf Labels Setting Up Business Groups Setting Up Division Groups Setting Up Season Mandatory Yes Yes Yes Yes Yes Yes No No No No No No No No No No No No No Retail Items A retail item is created and set up basically as an ordinary item in the inventory system. Note that is has been assumed that posting groups have already been set up in the General Ledger in Microsoft Dynamics AX. Certain setup is mandatory. these tasks are not mentioned in the checklist. For setting up inventory in Microsoft Dynamics AX for Retail Headquarters. you must enter certain information before you can start running the system. So. the new item will be on file and ready to be sold after the system next exports retail item date to the POS terminals. Then. as well as tasks were carried out in the Retail Setup. follow the tasks according to the given order. When you have entered the necessary information and closed the window. other is optional. the system creates an action in the Actions table. To Create Retail Items: Page 38 .Microsoft Dynamics® AX for Retail Training Manual When you set up inventory in Retail Headquarters.

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

the item descriptions at stores did not reflect local descriptions. Page 40 . Previously. 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.Microsoft Dynamics® AX for Retail Training Manual        Loyalty Schemes Promotions Discount Offers Multibuy Mix & Match Buyers Push Assortments Language specific item descriptions You can now use the existing item descriptions in Microsoft Dynamics AX to display item descriptions in the local languages at the stores.

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

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

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

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

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

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

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

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

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

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

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

4. Fill in Additional quantity if needed. Repeat steps 5 and 6 for additional units you want to convert to the base unit. The program then calculates and creates entries for the other units connected with Liter. Fill in Additional quantity if needed. Page 52 . You first select Liter to set up its conversion values. Browse to the retail item you want to create a Unit conversion for. such as Liter. Example You have set up three comparison units. To Set Up Conversion Units of Measure for a Specific Item: 1. 2. Liter. Once you have completed entering conversion factors between the base unit and the selected units. and To unit fields. 4. The Unit conversion form is displayed. Fill in Round-off if needed. 2. Fill in the From unit. 3.001. Milliliter. you only need to set up a conversion factor with one unit. To Set Up General Conversion Units of Measure for All Items: 1. the program has already created a conversion value entry for Milliliter and Centiliter. and Centiliter. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. The conversion factor between Milliliter and Liter is 1000 and the conversion factor between Centiliter and Liter is 100. like fluid ounces. When you have entered this information in the Conversion form for Liter. Factor and To unit fields. Note that the Item number appears automatically and this unit conversion is active for this particular item number only. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. 3. the conversion factor is 0. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and item itself. the program has created conversion entries and calculated conversion factors between each pair of the selected units. 5. 5. If the base unit is kilogram and the comparison unit is gram. If the base unit is gram and the comparison unit is kilogram. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and itself. Factor. Click RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>UNIT CONVERSION. The Unit conversion form is displayed. Fill in Round-off if needed. If you later add another unit. Fill in the From unit. Click BASIC>SETUP>UNITS>UNIT CONVERSION. Press CTRL+N to enter a new unit conversion. the conversion factor is 1000.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 will update the comparison price accordingly. Click SETUP>COMPETITOR PRICES. To Calculate Comparison Prices: 1. The Competitors form is displayed. You must register a competitor before registering the competitor prices. 5. To Set Up Competitors: 1. Competitors You can set up competitor and register the competitor price for a specific retail item. 5. Browse to the relevant competitor. Click RETAIL HEADQUARTERS>SETUP>GENERAL>COMPETITORS. Fill in the Bar code or the Item number field by selecting an item bar code or an item number. 2. From now.Manual Comparison Prices You can use the system to calculate a comparison price for an item. 3. keeping the former prices registered. To Register Competitor Prices: 1. 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. Page 53 . Fill in the Base comparison unit field by selecting the relevant comparison unit code. Click the Retail tab. Set up a unit conversion between the units. Please note that this is valid for the item price on item card level which may not be the active sales price only. The program automatically calculates the comparison price. 2. 2. The Competitors form is displayed. based on a particular comparison unit of measure. Click RETAIL HEADQUARTERS>RETAIL ITEMS. Click RETAIL HEADQUARTERS>SETUP>GENERAL>COMPETITORS. Browse to the item you want to calculate comparison prices for. 4. you can register a new competitor price. You can keep track of your competitors' prices of each retail item. 3. Fill in the Competitor number and Description fields. if it does not exist. You register the prices either from each retail item or from a competitor. Fill in the Date of price and Price fields. 4. Each time your competitor(s) change the price of an item. 3. the Retail Items form is displayed. Fill in other fields as needed.

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

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

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

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

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

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

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

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

The details on such a setup are described in the next chapters of this manual. Prices set at Retail Headquarters Store Specific Prices Each store (or a group of stores) can have a specific price for defined items. 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. discounts and promotions. discounts on individual items. their combinations of items. Be able to manage periodic as well as other offers. Know how to setup store specific prices using trade agreements. Price groups for the groups of stores can be defined under Retail Headquarters > Setup > Price/discount > Customer price/Discount groups. 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. You can set up periodic offers. The price groups can be set up to be distributed to specific stores/ store groups. You can sell items at different prices to selected customers and in individual stores. Page 62 . and put specific items. Introduction Pricing of retail items can be effectively controlled from the Retail Headquarters.

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

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

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.

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

If you want to set limits on the validation period for the offer.Manual 5. a variant. Click RETAIL HEADQUARTERS > PROMOTION. 2. On the Validation Period tab fill in the discount validation period fields to determine the validation period for the offer. In the offer lines. insert the discount % given by default. If you want to set limit on the weekdays the offer is valid. In the Item relation field. 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. select the item or retail group or other depending on the type. 3. fill in the relevant fields for each tab with a name of a weekday. Page 67 . Fill in the Description and Currency. retail department. To Create Promotions: 1. special group. field. retail group. Press CTRL+N to create a promotion. The Promotion form is displayed. pct. enter the relevant Type to determine if the offer is valid for an item. 4. In the Disc. 6. 5. all items or other option.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Page 90 . Thus you can view the total results of tender types for each staff member. per staff member. This option is used when the intention is to have staff members accountable for the tenders they receive. Using the POS Terminal method When the POS Terminal method is used the statement calculation will create one line for each tender type used in the transactions that is part of the statement. per POS terminal. Date and Time filter can also be used here.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. Using the Total method When the Total method is used the statement calculation will create one line for each tender type used in the transactions included in the statement. Closing Method There are two options to define what transactions get included in the statement:   Date and Time POS Batch Date and Time By using this option the transactions that get included in the statement are all the transactions for the store that are within the date and time range defined and are not already part of another statement. By using this closing method it is guaranteed that all transactions that belong together will belong in the same statement. The default range is the full day of the statement creation. Thus you can view the total results of tender types for each POS terminal. This option is used when cashiers share a register and the total amount of tenders received can be from sales from multiple staff members. 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.

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

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

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

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

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

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

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

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

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

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

Page 101 . If no filter is used the processes will run for all stores.Manual No client is needed and the tasks can run in parallel. Form for the Batch Query: Queries can be used to set up the processes based on stores or store groups. 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.

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

Manual Store Statement/Closing Tab: Page 103 .

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

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

Microsoft Dynamics® AX for Retail Training Manual Page 106 .

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

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

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

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

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

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

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

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

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

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

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.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. Click ACCOUNTS PAYABLE>VENDOR DETAILS. The Vendor form appears. Information concerning retail vendors is set in the Retail tab of the Standard AX vendors form in Accounts payable. Most of the item import setup relating to the vendor can be accessed from the Import-menu button in the Vendors form. To Set Up Information on a Vendor: 1. 2. Page 117 . Browse to the relevant vendor. This is mainly information used in the item import process.

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

NOTE: By defining the Item number prefix even if it is a part of the number series. 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.” = 123 then the item number created = AB123). There are two cases of usage for the prefix: Case 1: If the vendor provides an item number the system will create a new item number by putting the prefix on the vendor item number. The prefix used in conjunction with the field Use prefix for item number. The same prefix cannot be used for more than one vendor. it is not possible to use this prefix for other vendors. = AR00001 and Ending No. (That is: Item number prefix=AB and Vendor Item No. If this field is selected an item number is created using the number sequence specified in the Item number sequence-field. However if it is not selected the item number is created using the standard number sequence for item number. This is the default used for Purchase unit for imported items from this vendor. The prefix is defined in the field Item number prefix.Manual item number from this vendor will get a two digit alpha-numeric prefix. (That is: Item number prefix=AR the number series could have Starting No. = AR99999). This is the default used for Sales unit for imported items from this vendor. Boolean Item number prefix String 2 Purchase unit Sales unit String String Boolean 10 10 Page 119 . This field is used in conjunction with Use vendors item number seq.

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

Name Vendor account Hierarchy Level 1 Hierarchy Level 2 Hierarchy Level 3 Hierarchy Level 4 Level 1 Name Level 2 Name Level 3 Name Level 4 Name Retail group Name Modified date and time Modified Time Modified by Type String String String String String String String String String String String Date Time String 10 Width 10 10 10 10 10 30 30 30 30 10 30 Description Vendor account number. Name for the third level of the hierarchy from the vendor. Tem of last change. Retail group id Name of the retail group. Date of last change. Code for the fourth level of the hierarchy from the vendor. Code for the third level of the hierarchy from the vendor.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. The ID of the user who last changed the Page 121 . Code for the second level of the hierarchy from the vendor. Code for the first level of the hierarchy from the vendor. Name for the second level of the hierarchy from the vendor. Name for the fourth level of the hierarchy from the vendor. Name for the first level of the hierarchy from the vendor.

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

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. Description of size 30 10 Name of color for item variant. String 10 fabricComposition InventSizeName InventSizeId InventSizeTxt InventColorName InventColorId InventColorTxt InventStyleName InventStyle Id InventStyleTxt String String String Memo String String Memo String String Memo 30 30 10 vendorHirarchyLevel1 String 10 vendorHirarchyLevel2 Page 123 . Style id for item variant. Description of style Code for the first level of the hierarchy from the vendor. Color id for item variant. Name of size for item variant. Item bar code Vendor description of item. Size id for item variant. Additional description of item ( fabric composition). Code for the second level of the hierarchy from the vendor. The vendors internal item number. Description of color 30 10 Name of style for item variant.

It is used for price calculation when the suggested retail price is not present. ID of the user which imports the file into the journal. Description of the Vendor hierarchy level 3. The sales unit for the item. Code for the fourth level of the hierarchy from the vendor. This is the vendor purchase price. Vendor’s code of the season the item belongs to. Description of the Vendor hierarchy level 4. Number of the vendor holding the item. This is the suggested retail price in the vendors currency determined by the field Currency code on the Retail tab in the vendors form 30 30 30 30 10 Description of the Vendor hierarchy level 1. The purch unit for the item. Description of the Vendor hierarchy level 2. For Debenhams Items this field is stored in the Description 3 of the Item.Microsoft Dynamics® AX for Retail Training Manual Vendor Hierarchy Level 3 Code for the third 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 .

Enum *i Item Import Journals The form contains all journals posted and unposted for item import into AX. Deleted from journal. In order. Posted from order Unique line number for the journal. PurchId Purchase Id String 20 JournalId Journal Id String 20 statusInPurchaseOrder Status in item import journal Enum Status in purchase statusInItemImportJournal order LineNum Line No. Deleted from order. In journal. Next a file must be selected to be transferred from the imported files table to the journal. The import journal id if the line has been transferred to an import journal Status of file in import journal – possible values are: None. 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. This is done by selecting RETAIL HEADQUARTERS>PERIODIC->ITEM/ORDER CREATION->ITEM IMPORT JOURNAL->FUNCTIONS>GET IMPORT LINES. Page 125 . Posted from journal Status of file in import journal – possible values are: None.Manual table Item import ledger entries. The purchase id if the line has been put into a purchase order.

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

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

The error check routine is automatically run for the journal after the import and also if any field is modified in the import journal. Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called. 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. For convenience there is a filter which can be used to display error lines only or all lines. Page 128 . 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). 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.Microsoft Dynamics® AX for Retail Training Manual The same mandatory check setup applies for all lines in the item import journal. 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. After an item is created. it is good practice to check the items using the FUNCTIONS >ERROR CHECK button. Recalculate Salesprice This function recalculates the sales price in all lines in the journal using the steps described above. 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. Error Check This menu option allows the user to check the current journal for errors.

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

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

Inserts/updates Item table. Nothing ( ) b. More than one vendor has to be specified Question What happens when an error is found in lines after importing an item file form a vendor ___________________ ( ) a. bar codes and variants ( ) b. sales prices. purchase prices. name at least four: __________________________________________________________________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ Page 131 . special offers and periodic offers Question What is needed to import Item data into a valid Item import journal from a vendor? ____________ ( ) a. Inserts/updates Item table. purchase prices. bar codes and variants ( ) c. Vendor has to be specified ( ) b. Not possible to continue Question Posting a journal the processing of an Item Journal Line is done in six steps mending errors and creating missing info. sales prices.Manual Test Your Knowledge  Item Import Question What inserts/updates does the Item import process? ________________ ( ) a. The line is flagged ( ) c. Inserts/updates Item table. infocodes.

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

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

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

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

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

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

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

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

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

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

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

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. The most popular or common variant. Click OK Now the system has automatically created transfer orders to the stores to distribute the ordered quantity. Page 143 .

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.Microsoft Dynamics® AX for Retail Training Manual ( ) b. ( ) c. 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. ( ) b. Page 144 . ( ) b. Question How is Buyers push from Menu different from Buyers push from Item? _________________________ ( ) a. Buyers push with many different items (one line for each item) can be created when you use Buyers push from Item but lines will be displayed for each variant that the item has when you use Buyers push from Menu. Buyers push is used to distribute items from a warehouse to the stores. Buyers push from Menu is only used for whole menus. an example is if he or she wants to decide what is purchased and kept in a warehouse. The least popular or common variant. not for items. Buyers push is used when a buyer wants to control the orders.

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

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

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

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

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 Location form will appear. The distribution location for this store has been created automatically by the system. You can access the automatically created Distribution Location window by clicking SETUP>DISTRIBUTION LOCATION. Page 149 .

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

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. 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 POS Terminal form will appear. 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 Distribution List window appears.

or only receipt header/footer. Page 152 . You can access the automatically created Distribution Location form by clicking RETAIL SCHEDULER>DISTRIBUTION LOCATIONS. 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. only filed definitions.Microsoft Dynamics® AX for Retail Training Manual The form contains various copy functions that allow you to copy the whole pos. The Distribution Location form will appear.

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

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

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

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

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

Click Functions > Run retail scheduler job directly d.00 i. Select job A-1040 c. Page 158 . Retail Scheduler > Common forms > Scheduler jobs b. Close Actions form 4. Verify that the price excluding sales tax is 25. Validate the price on POS a. Replicate the changes.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. Click Yes 5. using A-1040 job a. Log into POS b.

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

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

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

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

such as shipping options. then uploaded to Commerce Services. and dimension groups. Upload these pricing rules to Commerce Services to calculate the final price of items based on the uploaded set of pricing rules. Synchronize orders: orders and related data. Automatic scheduled synchronization After the initial synchronization. 1.  Confirmed  Shipped  Partially Shipped Manage pricing rules You can setup pricing rules In Microsoft Dynamics AX for Retail corresponding to specific online stores. and order status. 4. Order status can be one of the following:  Open.the batch job. Go to RETAIL HEADQUARTERS > SETUP > COMMERCE SERVICES > PRICING.Manual Synchronize data Commerce Services provides four types of synchronization either on demand or via batch jobs. Synchronize all data . all updates to the order are made from within Microsoft Dynamics AX for Retail. Go to BASIC > INQUIRIES > BATCH JOBS to view batch jobs: 3. Once an order is downloaded. Set up pricing rules applicable to the online store only here. 2. pricing rules. Synchronize items: items and related data. Go to ACCOUNTS RECEIVABLE > SALES ORDERS to view the orders. For every online store that the company is signed up for. specify the following: Page 163 . Automatic scheduled synchronization is recommended for periodic synchronization. six jobs can be set up to automatically synchronize data: 1) Commerce Services inventory synchronization 2) Commerce Services trade agreement synchronization 3) Commerce Services online order upload 4) Commerce Services online order download 5) Commerce Services configuration upload 6) Commerce Services configuration download Manage orders Online orders are created in Commerce Services and downloaded to Microsoft Dynamics AX. dimensions. Go to RETAIL HEADQUARTERS > ITEMS > COMMERCE SERVICES > SYNCHRONIZE: 1. such as tax codes. shipments. “Commerce Services complete data synchronization” synchronizes all data. 2. updating or inserting new data in Commerce Services.

Microsoft Dynamics® AX for Retail Training Manual     Price Group Line discount Multi-line discount Total discount Manage sales tax Tax codes. based on that tax group. a) True b) False Question What can you use Commerce Service for? a) Synchronize data b) Manage orders c) Manage pricing rules d) Manage taxes e) All of the above Page 164 . 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. Test Your Knowledge – Commerce Services Question Items removed from the online item list will be deleted from the Commerce Services. and item-specific tax codes from Microsoft Dynamics AX are uploaded to Commerce Services. tax groups.

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

Microsoft Dynamics® AX for Retail Training Manual
2. Fill out the following fields to filter the list:     Store number Terminal number Batch from date Batch to date

3. To view details for a batch: select the batch and click the Details tab. 4. To view the Z report for a batch: select the batch, click FUNCTIONS > Z-REPORT. 5. To view the transactions included in a batch: select the batch, click Inquiry, and then click the transactions option.

View posted statements
Go to RETAIL HEADQUARTERS > INQUIRIES > POSTED STATEMENTS The Statements journal form displays a list of all posted statements and statement lines, with one statement line per tender type per register. You can navigate to a list of transactions associated with any statement or statement line, or to the vouchers included in the sales orders for each statement.   Click the column headers to sort the inquiry. Click the filter buttons in the toolbar to filter data based on any field in the header or line on the form. For example, filter the upper pane for a particular store, and then filter the lower pane by a particular terminal.

View transactions
You can view a list of transactions in either of the following ways: For all statements – go to RETAIL HEADQUARTERS > INQUIRIES > TRANSACTIONS. For a specific statement – on the Statement journal form, click Inquiries, and then click Transactions.    Click the filter buttons on the toolbar to turn the inquiry filters on an off. To filter the list by posted or unposted transactions, use the filter in the Entry status column. To view a linked sale, payment, or infocode transaction associated with any transaction, select the transaction, click Transactions, and then select an option.

View retail sales
Go to RETAIL HEADQUARTERS >INQUIRIES > RETAIL SALES. The Retail form displays a list of sales transactions that can be performed at a register. Retail Headquarters retrieves records based on the date range, time range, retail department, retail group, and item number.

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 You configure the parameters to view the transactions that you want, for example, to view only posted or open transactions. To view the on-hand availability of an item, the inventory transactions pertaining to the line, and lot inquiries, select an item, click Inventory, and then select an option.

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

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

View all discounts
Go to RETAIL HEADQUARTERS > INQUIRIES > ALL DISCOUNTS. The Discounts form displays details of all promotional offers created in Retail Headquarters. Select the Active discounts check box, to display only those offers that are currently applicable.

Reports
View the discount offer report
Go to Retail Headquarters > Reports > Discount offer. The Discount offer dialog box generates reports displaying the details of each discount offer, including the offer number and description, price group, and the starting date of the offer. Items covered in the offer are displayed with their on-hand quantity and pricing details.

View the end of life cycle report
Go to Retail Headquarters > Reports > End of life cycle. The End of life cycle report displays items that have a season code attached to them. A season is used to group items together for merchandising purposes. A season has a starting date and an ending date. Seasons are used to define item life cycles. This report displays the number of days left before the season ends or the end date of the season for each item.

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Lab 14.1 – Getting list of items which are about to get obsolete
Scenario – Track end of lifecycle items
Peter, the marketing manager, decides to implement season reporting in Adventure works. Peter needs to set up seasons and attach them to items. That will give him an ability to run the end of life cycle report.

Step by Step - Season creation and reporting
1. Create a new season. a. Retail headquarters > Setup > Item > Season b. Click the New icon. c. Create the following record

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

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Test Your Knowledge – Reports
Question
How can you access Inquiries In Microsoft Dynamics AX for Retail? a) Via buttons on transactions b) Go to menu path HEADQUARTERS > INQUIRIES c) Both a & b

Question
Where can you find reports In Microsoft Dynamics AX for Retail? a) Inquiries In Microsoft Dynamics AX for Retail b) Reports at Retail Headquarters c) Enterprise Portal d) All of the above

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CHAPTER 15: ENTERPRISE PORTAL
Objectives
After completing this chapter, you will:  Learn how to set up Enterprise Portal profiles and users  Know how to map users to the appropriate reports  Be able to view reports at AX Enterprise Portal  Understand how to schedule batch jobs for EP reports

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

Set up Enterprise Portal profiles and users
In order to use Enterprise Portal, you must first set up user profiles for the employees who will access Enterprise Portal. These profiles define each user's role and specify the store information that the user will have access to. Setting up Enterprise Portal profiles and users involves the following tasks:  Import the retail user profiles.  Add users to the retail user profiles.  Assign stores to the users for each retail profile. You can also view the Role Center for each profile.

Import the Retail User Profiles

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

Microsoft Dynamics® AX for Retail Training Manual 6. Click Retail Headquarters > Setup > Reporting batch jobs. 2. Click the report scheduler job that you want to set up. Things to watch out during the setup of Enterprise Portal reports:  For the Enterprise Portal reports to work SQL Server Reporting Services must be installed and the batch server configuration must be completed. 2. Click Recurrence to set the interval you would like to the jobs to run. Click Administration > Setup > User profiles. View the Role Center for a Retail User Profile 1. In Retail Headquarters.  A batch job is not needed for the year-to-year sales data report. 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. you must set up the reporting batch jobs that are used to generate these reports. Click View Role Center. Page 172 . Select the retail user profile that you want. Check Batch processing and fill in Batch group. 3. 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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Click Functions > Post h. Click Functions > Validate g. Close the Retail Receiving form 4. Verify that the Purchase order Status is Received a.Microsoft Dynamics® AX for Retail Training Manual f. Retail Headquarters > Periodic > Replenishment > Purchase order Test Your Knowledge – Enterprise Portal Question What are some of the benefits of using Enterprise Portal? a) Back office info available via a browser b) Perform store inventories c) Timely reports d) All of the above Question Before you can use Enterprise Portal. you need to a) Set up EP profiles and users b) Map users to the profiles c) Set up batch jobs d) a & b Page 178 .

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 .

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

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

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

On the Retail headquarters parameter. These fields are visible when the Activate stock transfer parameter option is enabled in the Inventory parameters form (Inventory management > Setup > Parameters.Manual India – Stock Transfer GO TO RETAIL HEADQUARTERS> SETUP  PARAMETER. 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.

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

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

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

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

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

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

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

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

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

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

Manual Page 199 .

l. click Confirm Repeat steps f-i for all the items you want on the grid Close Button grid design form Close Button grid form Page 200 . Set Name to Helmets e. k. Set Rows to 1 iii. Set Columns to 5 f. Retail headquarters > Setup > POS > Retail POS > Button grid b. decides to create a quick menu for a POS that is located near a helmet stand. Set Text on button to Adult BMX helmet j.New button grid 1.1 – Setting Up a new button grid for quick sale Scenario – New button grid Megan. Create a new button grid and assign items to its buttons a. Set Button Grid ID to 99 d. Click Designer Button i. Right-click a button and select Button properties g. Set Item to Item Sale h. Click the New icon c. Click New design ii. Set Bar code field to 0023 i. She needs to create a new button grid and attach helmet items to buttons Step by Step . m. the store manager.Microsoft Dynamics® AX for Retail Training Manual Lab 17.

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

Business Connector The Business Connector acts as a Microsoft AX Client but without a user interface. Retail POS Transaction Service Page 202 . Retail Store Connect The Retail Store Connect is a software system that enables optimized data transfer between AX and POS database governed by rules you set up. The 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. 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.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.

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

Note: this user account needs to also be an AX user.   There is one difference between the Store Connect on the Terminal and the Server.  Assign AOS profile to the distribution location for HQ  Assign the DB profile to the distribution location for the POS terminal Page 204 . and a name for the database to be used as the storage for the “Store Connect” messages.provide the computer server name. o Service accounts . click on OK. On the Server. Connections from Microsoft Dynamics AX for Retail Scheduler Open up an AX Client From Microsoft Dynamics AX for Retail to Retail POS In order to synchronize data between AX and POS follow the following steps for configuration: Click on “Test Connection” at the end of each step to verify the configuration works:  Create a new Retail Store Connect profile  Create a new AOS profile  Create a new database profile. Terminal overview Retail POS Terminal SC-TERMINAL Store Connect Retail POS Retail POS Database Local System account can run the SC on the Retail POS terminal Connections: Testing all connections In this section all connections will be setup and tested. the Store Connect is accessing AX through the Business Connector but on the Terminal it is accessing a SQL Express database directly so there is no need for a specific user to run the service. A new database will be created.Microsoft Dynamics® AX for Retail Training Manual o Message Database . Go through all the pages for the rest of the configuration.provide the user name and password for running the Service. leaving the default settings as is and finish the setup Start the service “Microsoft Dynamic AX for Retail Store Connect xxx”.

 Server Name = your computer name  Port = 16750  Timeout(seconds) = 0  Transaction Service profile = the TS profile used to upload Retail Store Connect status messages  Retail Store Connect upload options = upload options used for the instance of Retail Store Connect 2) Create a new AOS profile Name = give it a name Server name = server name of your AOS Instance name = AOS instance name TCP/IP port = port used by AOS Retail Store Connect = Retail Store Connect profile configured above 3) Create a new database profile <Retail Headquarters > Setup > Database profiles>  Name – an unique name for the database profile  Version – SQL Server version  Server name – your computer name  Database name – name of the Retail POS database  Retail Store Connect – name of the Retail Store Connect profile Page 205 .Manual 1) Create a new Retail Store Connect profile (Retail Scheduler > Setup > Retail Store Connect profiles)  Service Name = must match what is specified in the Store Connect Settings.

select 0000 Headquarters and go to General tab. o Make sure that you can log on to the AXRETAILPOS database. From Microsoft Dynamics AX for Retail to Headquarters  Go to Retail Scheduler Page 206 . o Make sure that the database version is correct in the database profile. Error Unable to create ActiveX Control o Make sure that the Business connector is set up properly o Make sure that the Retail Store Connect is registered and running (CONTROL PANEL>ADMINISTRATIVE TOOLS>SERVICES).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. save and close the window. Use Setup and deployment guide for more information on Troubleshooting – Connecting to Retail POS. assign the (POS) database profile. select 0001 Default Terminal and go to General tab. Store Connect tech ref can also be useful. Troubleshooting – Connecting to Retail POS    Error Error connecting to Retail Store Connect o Make sure that the Retail Store Connect Server name was typed in correctly in the Server name box. o Make sure that the Store Connect Service is running. 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. save and close the window. o Make sure that the Server can ping the Store Connect name Error Error connecting to a database o Make sure that the database and server name are correct in the connection profile. assign the AOS profile.

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

   Start Microsoft Dynamics AX for Retail Client. Before you start sending the data make sure that all connections are working. In order to get all the demo data over to the Retail POS database. all “Normal” jobs need to be sent once from Microsoft Dynamics AX for Retail to Microsoft Dynamics AX for Retail POS database. Go to RETAIL SCHEDULER>SCHEDULER JOB Select job N-Currency (in the lower half of the list) Page 208 .Microsoft Dynamics® AX for Retail Training Manual AX for Retail Business Connector Retail Store Connect RETAIL AX AX for Retail Database Config TSAX for Retail Config SCRetail AX Retail POS Store Connect Retail POS Terminal Store Connect SC-TERMINAL Retail POS Retail POS Database Connections: Sending demo data Microsoft Dynamics AX for Retail to Retail POS In this section we will send the demo data from Microsoft Dynamics AX for Retail to the Terminal and start the Retail POS application with the demo data. Also make sure that the distribution locations are added to the default include list.

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

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

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

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

make sure that the circled fields are set in the correct way as displayed in the picture below. 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. To exclude the subjob from the run list unselect the Enabled checkbox. When creating scheduler jobs to upload POS transactions.

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

Manual The options below will help you specify the proper destination for each scenario. Make sure that the Scheduler job is enabled. assuming sublocations have been setup: Configuration Distribution sublocations value: Centralized store database Excluded from replication POS databases Only included in replication Mixed (not supported) Included in replication Running Scheduler jobs using the batch framework Scheduler jobs can be executed periodically as part of batch jobs. Select one or more Scheduler jobs and click Batch jobs -> Create batch job and set the appropriate recurrence pattern. Overview over connections created Page 215 .

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. Page 216 . Troubleshooting If you start the Retail POS application and get an error cannot launch POS. TerminalId and DATAAREAID.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.

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

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

The startup parameter is –DB and then the name of the configuration string tag. Password: 456 if you are using demo data. Page 219 . then you need to create a completely new shortcut.exe” –DBDEMO If you add a new connection string to the config file. Adding a "–DB" parameter to the shortcut created by the install will not work. 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. Else enter your username cretated In Microsoft Dynamics AX for Retail. and want your shortcut to point to that connection string.    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. that is: “C:\Program File\Retail\Retail POS\Pos. Else enter your password created In Microsoft Dynamics AX for Retail. The install automatically creates one shortcut called Retail POS which references the AXRetailPOS database on SQL instance selected in initial config. 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.

Sell a few more items Click the Pay Customer Account button Go to the Retail AX server Open Microsoft Dynamics AX for Retail Client and select company Go to RETAIL SCHEDULER>SCHEDULER JOBS Select scheduler job P-.Microsoft Dynamics® AX for Retail Training Manual Step by Step:            Sell a couple of items Pay using tender type = CASH Select a customer by clicking Customer Search button in the top right corner.0001 Click button FUNCTIONS>RUN SCHEDULER JOB DIRECTLY Click OK in the message box that comes up Page 220 .

This gives the Retail POS the resilience of the standalone mode as well as the data availability of the online POS. Click button Transactions to view sales lines and payment lines on the 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. 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. Then you should see the sales that were made. Retail POS submits queries to the Transaction Service. which then accesses the remote database in order to read or update the necessary data. 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. 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. Before any queries can be made from the POS you therefore need to have access to the Transaction Service through the network. sales orders and sales invoice information and so on.Manual      Wait for about a minute Go to RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS The first transaction should be a Logon transaction. The downside to running an offline mode is that it is more difficult to access central data such as customer balance. Transaction service is used by the POS to look up/create the following data:  Gift card balance  Inventory stock check and operations  Loyalty functionality  Centralized returns  Customer account payments  Customer balance check  Customer creation Page 221 . The Transaction Service is a service that acts as an agent for the POS. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. PART IV: Retail Transaction Service Functional Overview The data architecture for the Retail POS system is offline architecture.

RetailTransactionService. 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. Debug: "2". passwords. None: "0".exe. 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. AOS server name and other information that the Retail POS Transaction Service should connect to. must be replicated through the Retail Scheduler to the current terminal before they take effect on the Retail POS terminal. you need to have it installed and running as well as all data replication functionality between the two systems. Trace: "3" --> <add key="LogLevel" value="1" /> <!--AOSINSTANCE@AOSSERVER:AOSPORT--> <add key="ObjectServer" value="AX5@server-name:2712" /> </appSettings> Page 222 ."LogLevel" values. Error: "1". Configuration file: The file . This configuration is done via the Transaction Service Profile card which specifies user names. by default c:\Program Files\Dynamics AX\50\Retail Transaction Service.Microsoft Dynamics® AX for Retail Training Manual Retail Transaction Service: Requirements Before you can activate the Retail POS Transaction Service functionality on the POS. whether they are regarding the Transaction Service or any other settings explained in this document. All settings. The settings are required  The port Retail Transaction Service will listen on  AOS server to be used <?xml version="1.0" encoding="utf-8"?> <configuration> <appSettings> <add key="Port" value="1200" /> <add key="UseAX" value="1" /> <!-.config – is located in the installation folder.

Retail Transaction Service: Sales Orders Functional Overview The sales order is an order received by a business from a customer. The Sales Invoice operation allows paying for the sales order that has been created and invoiced in Microsoft Dynamics AX for Retail. Page 223 . The Sales Order operation allows prepaying or paying the total balance of a sales order that has been created in Microsoft Dynamics AX for Retail. The settings are configured in the central Microsoft Dynamics AX for Retail database and then replicated to the POS Terminals. 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. No other Transaction Service configuration is needed.Manual </configuration> These configuration parameters need to be present on each POS terminal that should connect to the Transaction Service. Configuring Microsoft Dynamics AX for Retail AX User Settings Microsoft Dynamics AX for Retail user running the Transaction Service needs to be a part of an AX user group that has permission to do the following:   Use and post the payment journal that has been chosen in the Microsoft Dynamics AX for Retail Headquarters parameters for POS payments Post sales orders Transaction Services Settings The Retail POS Transaction Service needs to have been configured. The 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. Payment Journal Settings Payment journal settings need to be set for Sales order payments to be processed accurately through the Retail POS Transaction Service. For Connection parameters see PART I on Transaction service.

(NTerminal). Create Buttons on the Till Layout To have access to the Sales order operation a button needs to be added to the Till layout.    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. 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. Sales Order Create a button on the Till layout:  RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID  Either select an existing button grid or create a new one.  Add a new button with Action Sales Order Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. Page 224 .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.

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 .

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

A Packing Slip is a shipping document that accompanies delivery packages.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. Troubleshooting If the error displayed in the picture occurs when paying a sales order Payment journal settings may not been set or Microsoft Dynamics AX for Retail user running the Transaction Service doesn't have the necessary user permissions. To temporarily resolve this issue on the Retail POS use operation Void Transaction to void the entire transaction. Retail Transaction Service: Sales Invoices Functional Overview Page 227 . It includes an itemized detail of the package contents and may or may not include customer pricing. 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. The Picking List contains the details of the ordered items. 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.

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

If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Select Customer Click on button Sales Invoice The Sales Invoice selection dialog will be displayed Page 229 .Manual Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. Using the Operation in Retail POS       Start the Retail POS application If the application is already running then log off and then log back on.

Changing the Customer’s Credit Limit    Click on ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. Select any of the existing customers Select the General tab. No other Transaction Service configuration is needed. Retail Transaction Service: Customer validation Functional Overview When an amount is being charged to a customer the Retail POS Transaction Service can be used to retrieve information from Microsoft Dynamics AX for Retail about the customer's credit limit and if the payment is within the limit. 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 maintains a customer balance based on the sum of transaction being charged and the amount the customer has paid.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. The limit on this balance is decided on each customer by setting the Credit limit. Page 230 . Configuring Microsoft Dynamics AX for Retail The Retail POS Transaction Service needs to have been configured. 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.

a message telling you that the Credit limit has been exceeded appears. 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. 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. Trouble shooting If an error comes up when paying into a customer account then the Retail POS Transaction service has not been configured correctly: Page 231 . Increasing the credit limit to $1750 would enable to transaction to be completed. From this information it is obvious that customer number 3000 can only charge for $1500.

This is convenient when an item does not exist and the customer wants to know in which store the item can be found. 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. Test the Transaction Service connection. 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. Create Buttons on the Till Layout To have access to the Inventory lookup operations a button needs to be added to the Till layout. 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. For further information on how to create button grids and Till layouts please see Part I.  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. The Transaction Service will return the stock level for the item in each location.

Manual Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. Using the operation in Retail POS      Start the Retail POS application If the application is already running then log off and then log back on. 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 .

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

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

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

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

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

Page 239 .    RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing payment button grid or create a new one.  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. Logoff button Create a button on the Till layout. an Employee needs to be created first. Select the Settings tab Select Staff Save the settings Create Buttons on the Till Layout If it doesn't already exists a Log off button has to be added to the Till layout. The new Staff member will be visible in the list.  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.Manual Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. 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. Type in information relating to the Retail POS as described on the next page.

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 .

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

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

as the name implies. Retail Transaction Service: Gift Card Functional Overview Page 243 . 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. Send the updated values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. Click on the 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. 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. simply issue a credit memo for the amount that the store owes the customer within the transaction. A dialog asking for the credit memo number will be displayed Enter the credit memo number created before.Manual The Issue Credit Memo button will. 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.

Create Buttons on the Till Layout To have access to the Centralized returns operation a button needs to be added to the Till layout. Customers also spend more when there is balance left on the card. Page 244 . Add Balance to Gift Card 3. It is beneficial to the retailer as then the gift card recipient has to come to the retailer to redeem the card. check Gift Card balance. No other Transaction Service configuration is needed. or allow the customer to pay with a Gift Card. Issue Gift Card 2. Redeem a Gift Card     Issue a Gift Card At POS. At POS terminal there are four operations: issue a Gift Card to the customer. Using the Operation in Retail POS There are four main functions on the Retail POS: 1. Enter the gift card amount and click OK to complete the transaction. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured.  Add a new button with Action ‘Issue Gift Card’  Add another new button with Action ‘Add to Gift Card’  Add another new button with Action ‘Gift Card Balance’ Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. click Task/Issue Gift Card Scan the gift card or type in a number in the Gift card number box. Customers can purchase and give gift cards to friends and family. add balance to Gift Card. Check Balance on Gift Card 4. 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. POS prints a sales receipt and a gift receipt.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.

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

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

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

Page 248 . 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.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 .Manual Quick Interaction: Lessons Learned Take a moment and write down three Key Points you have learned from this chapter: 1. 2.

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

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

this action can be executed to attach some text comment to the item. By pressing the .. This action is executed to log of the current user. This action triggers the sale of a barcode specified by the input field that appears. Issues a new Credit Memo in Retail AX through the Retail Transaction Service. This action displays an input box where the discount percent can be specified for a previously selected item. 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. button. This action allows the user to add text comment to the invoice. 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. Issue Gift Card Item Comment Item Sale Barcode: The barcode sold. 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. Page 252 . like a loyalty card. A text input window appears. Issue a gift card After selecting an item from the list of items.. 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. Only available with a working Retail POS Retail Transaction Service. which the terminal can only recover from by entering the current user’s password.

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

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

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

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

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