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Microsoft Dynamics AX for Retail R2 Training Manual

Microsoft Dynamics AX for Retail R2 Training Manual

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Sections

  • CHAPTER 1: INTRODUCTION
  • Basic Information
  • Further Information
  • CHAPTER 2: MAIN FUNCTIONALITY
  • Objectives
  • Items
  • Price Control
  • Infocodes
  • Label Printing
  • Linked Items
  • Retail POS Profiles
  • Distribution Locations
  • Stores
  • Tender Types
  • Income and Expense Accounts
  • Retail POS Terminals
  • Staff
  • Customer
  • Transaction Information
  • Exchanging Data between Point of Sale and Stores
  • Manual Data Exchange
  • Actions
  • End of Day Procedures
  • Test Your Knowledge Overview
  • CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS
  • Retail Headquarters
  • Checklist for Starting Retail Headquarters
  • Retail Parameters
  • Localized Seed Data
  • Numbering Principles
  • Introduction to Data Distribution
  • Conclusion
  • Lab 3.1 – Setting Up a new distribution group
  • Test Your Knowledge Retail Headquarters Setup and Requirements
  • CHAPTER 4: STORE SETUP
  • Checklist for Store Setup
  • Lab 4.1 – Setting Up a new Store
  • Test Your Knowledge Store Setup
  • CHAPTER 5: INVENTORY SETUP AND MANAGEMENT
  • Checklist for Inventory Setup
  • Retail Items
  • Language specific item descriptions
  • Item Hierarchy
  • Assortments
  • Variants
  • Item Linking
  • Units of Measure
  • Comparison Prices
  • Competitors
  • Sections and Shelves
  • Retail Item Printings
  • Item Life Cycle
  • Lab 5.1 – Setting Up an item
  • Test Your Knowledge Inventory Setup and Management
  • CHAPTER 6: PRICE MANAGEMENT
  • Prices set at Retail Headquarters
  • Manual Price Changes at POS
  • Periodic Offers
  • Lab 6.1 – Black Friday discounts
  • Test Your Knowledge Price Management
  • CHAPTER 7: BAR CODE MANAGEMENT
  • Bar Code Masks
  • Bar Code Checking
  • Bar code/PLU Registration
  • Lab 7.1 – Creating an in-house bar code
  • Test Your Knowledge Bar Codes
  • CHAPTER 8: STATEMENTS
  • Setup/Configuration
  • Processes
  • Receipts
  • Viewing Transactions
  • Viewing POS Batches
  • Lab 8.1 – Posting a statement for store 10
  • Test Your Knowledge Store Management
  • Appendix A: Changes and New Features
  • Appendix B: Setup and Configuration
  • Appendix C: Locations of Forms and Functionality
  • CHAPTER 9: INFOCODES
  • Information Subcodes
  • Infocode Linking
  • Setting Up Infocodes
  • Infocode Assignment
  • Lab 9.1 – Create an Infocode
  • Test Your Knowledge Infocodes
  • CHAPTER 10: ITEM IMPORT
  • Import Setup
  • Vendors
  • Imported Files
  • Item Import Journals
  • Lab 10.1 Item validation rules for item importer
  • Test Your Knowledge Item Import
  • CHAPTER 11: REPLENISHMENT
  • Item package
  • Size, color and Style Curve
  • Purchase Order Using Color/Size/Style Curve
  • Location Replenishment Groups
  • Replenishment Rules
  • Cross Docking
  • Buyers Push
  • Lab 11.1 – Replenishment – Curves and Cross Docking
  • Test Your Knowledge Replenishment
  • CHAPTER 12: TABLE DISTRIBUTION
  • Data Distribution Basics
  • Data Distribution Groups in Retail AX
  • Configuring Table Distribution
  • Lab 12.1 – Store-specific price change
  • Test Your Knowledge Table Distribution
  • CHAPTER 13: COMMERCE SERVICES
  • Objective
  • Introduction
  • Test Your Knowledge – Commerce Services
  • CHAPTER 14: REPORTS
  • Inquiries
  • Reports
  • Lab 14.1 – Getting list of items which are about to get obsolete
  • Test Your Knowledge – Reports
  • CHAPTER 15: ENTERPRISE PORTAL
  • Set up Enterprise Portal profiles and users
  • Enterprise Portal Reports
  • Store Inventory at Enterprise Portal for Store
  • Lab 15.1 – Setting Up an Art Gallery and Store
  • Test Your Knowledge – Enterprise Portal
  • CHAPTER 16: LOCALE SPECIFIC FEATURES
  • Fiscal Books
  • Fiscal Framework
  • GLS-CONS
  • GLS-EE
  • CHAPTER 17: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE
  • PART I: POS layout and receipt design
  • Create a Button Grid
  • Change Existing Button Grid
  • Sales Button
  • Payment buttons
  • Action buttons
  • Menus
  • POS Design
  • Lab 17.1 – Setting Up a new button grid for quick sale
  • PART II: Connecting Microsoft Dynamics AX for Retail Headquarters and RetailPOS
  • Connections: Requirements
  • Connections: System overview
  • Connections: Microsoft Dynamics AX for Retail Installations
  • Connections: Terminal installations
  • Connections: Testing all connections
  • Connections: Sending demo data Microsoft Dynamics AX for Retail to Retail POS
  • PART III: Scheduler jobs
  • Scheduler subjobs
  • Scheduler Job
  • Distribution restriction options for a job
  • Running Scheduler jobs using the batch framework
  • Retail POS Configuration file
  • Connections: Uploading sales data from Retail POS to Microsoft Dynamics®
  • Connections: Use the Transaction Service from Retail POS
  • PART IV: Retail Transaction Service
  • Retail Transaction Service: Requirements
  • Retail Transaction Services: Connection Configuration
  • Retail Transaction Service: Sales Orders
  • Retail Transaction Service: Sales Invoices
  • Retail Transaction Service: Customer validation
  • Retail Transaction Service: Inventory lookup
  • Retail Trasaction Service: Stock Counting
  • Retail Transaction Service: Purchase Order and Transfer Orders
  • Retail Transaction Service: Centralized Returns
  • Retail Transaction Service: Staff validation
  • Retail Transaction Service: Credit memo (Credit voucher)
  • Retail Transaction Service: Gift Card
  • Retail Transaction Service: Loyalty
  • Troubleshooting
  • Quick Interaction: Lessons Learned
  • Appendix A – Button Actions

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 ..........................................................................................................................................................165

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INQUIRIES .................................................................................................................................................................165 REPORTS ..................................................................................................................................................................167 LAB 14.1 – GETTING LIST OF ITEMS WHICH ARE ABOUT TO GET OBSOLETE .............................................................................168 TEST YOUR KNOWLEDGE – REPORTS ..............................................................................................................................169 CHAPTER 15: ENTERPRISE PORTAL ..................................................................................................................... 170 OBJECTIVES ...............................................................................................................................................................170 INTRODUCTION ..........................................................................................................................................................170 SET UP ENTERPRISE PORTAL PROFILES AND USERS .............................................................................................................170 ENTERPRISE PORTAL REPORTS ......................................................................................................................................172 STORE INVENTORY AT ENTERPRISE PORTAL FOR STORE ......................................................................................................173 LAB 15.1 – SETTING UP AN ART GALLERY AND STORE ......................................................................................................174 TEST YOUR KNOWLEDGE – ENTERPRISE PORTAL ...............................................................................................................178 CHAPTER 16: LOCALE SPECIFIC FEATURES .......................................................................................................... 180 FISCAL BOOKS ...........................................................................................................................................................180 FISCAL FRAMEWORK ...................................................................................................................................................181 GLS-CONS ..............................................................................................................................................................181 GLS-EE ...................................................................................................................................................................184 CHAPTER 17: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE .............................................................. 185 OBJECTIVES ...............................................................................................................................................................185 INTRODUCTION ..........................................................................................................................................................185 PART I: POS LAYOUT AND RECEIPT DESIGN .....................................................................................................................185 CREATE A BUTTON GRID ..............................................................................................................................................186 CHANGE EXISTING BUTTON GRID ..................................................................................................................................189 SALES BUTTON ..........................................................................................................................................................190 PAYMENT BUTTONS ....................................................................................................................................................191 ACTION BUTTONS .......................................................................................................................................................192 MENUS ....................................................................................................................................................................193 POS DESIGN .............................................................................................................................................................195 LAB 17.1 – SETTING UP A NEW BUTTON GRID FOR QUICK SALE ...........................................................................................200 PART II: CONNECTING MICROSOFT DYNAMICS® AX FOR RETAIL HEADQUARTERS AND RETAILPOS ...........................................201 CONNECTIONS: REQUIREMENTS ....................................................................................................................................201 CONNECTIONS: SYSTEM OVERVIEW ................................................................................................................................201 ® CONNECTIONS: MICROSOFT DYNAMICS AX FOR RETAIL INSTALLATIONS ..............................................................................203 CONNECTIONS: TERMINAL INSTALLATIONS ......................................................................................................................203 CONNECTIONS: TESTING ALL CONNECTIONS .....................................................................................................................204 ® CONNECTIONS: SENDING DEMO DATA MICROSOFT DYNAMICS AX FOR RETAIL TO RETAIL POS ................................................208 PART III: SCHEDULER JOBS ..........................................................................................................................................210 SCHEDULER SUBJOBS ...................................................................................................................................................210 SCHEDULER JOB .........................................................................................................................................................212 DISTRIBUTION RESTRICTION OPTIONS FOR A JOB ...............................................................................................................214 RUNNING SCHEDULER JOBS USING THE BATCH FRAMEWORK ...............................................................................................215 RETAIL POS CONFIGURATION FILE .................................................................................................................................217 ® CONNECTIONS: UPLOADING SALES DATA FROM RETAIL POS TO MICROSOFT DYNAMICS AX FOR RETAIL ....................................219 CONNECTIONS: USE THE TRANSACTION SERVICE FROM RETAIL POS.....................................................................................221 PART IV: RETAIL TRANSACTION SERVICE ........................................................................................................................221 RETAIL TRANSACTION SERVICE: REQUIREMENTS ...............................................................................................................222 RETAIL TRANSACTION SERVICES: CONNECTION CONFIGURATION .........................................................................................222 RETAIL TRANSACTION SERVICE: SALES ORDERS ................................................................................................................223 RETAIL TRANSACTION SERVICE: SALES INVOICES ...............................................................................................................227 RETAIL TRANSACTION SERVICE: CUSTOMER VALIDATION ....................................................................................................230

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

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

refer to: Retail in Microsoft Dynamics AX2009 in PartnerSource (sign in needed) Page 8 .Microsoft Dynamics® AX for Retail Training Manual Demonstration Data For certain chapters it is recommended to use the demonstration data of Microsoft Dynamics AX for Retail. Further Information For further information about the Microsoft Dynamics AX for Retail training course.

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

You can set up one general number sequence. Same as for Discount Offer Same as for Discount Offer The number sequence that is used for a new loyalty Staff Discount Offer Multibuy Mix & Match Loyalty Card Number Page 23 . A common setup is to assign each record to all stores. Number series for the Statement Voucher The number sequence for the POS Terminals. You choose whether to have one sequence for all stores or one sequence per store. but they might have a store dependent distribution. Staff number must be unique throughout the system. POS Terminal numbers must be unique throughout the system. You should not allow a manual creation of the statement numbers. Here is a list of the tables you should set up distribution location dependent number series for: Table Statement Statement voucher POS Terminal Useful Hints Records are assigned per store. there are the drop down lists for the defined number sequences that are pre-created. Records are not assigned per store. on the Number sequences tab.Manual In the Stores form (RETAIL HEADQUARTERS > SETUP > STORE >STORES).

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

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

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

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

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

Statement Method There are three ways that can be used to summarize statement lines when a statement is calculated:    Staff POS terminal Total Page 29 . It is important to define this from the very beginning in the way that reflects the workflow of the company.Manual Statement configuration The configuration of the statements will affect how a summarization of the Retail sales transactions is created and how the financial and inventory transactions are posted In Microsoft Dynamics AX for Retail.

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

therefore. 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. Note that is has been assumed that certain tasks have already been carried out in the Retail Setup. other is optional. the setup can vary from one store to another. you must enter certain information before you can start using the store.Manual Checklist for Store Setup When you set up a store in Retail headquarters. complete the following tasks. this includes defining of the Statement/Closing methods. setting up Functionality Profiles. Series to Stores Setting Up Tender types Setting Up Cash Declaration Setup Setting Up Functionality Profiles Assigning Functionality Profiles to Stores Setting Up Staff Members Setting Up Distribution Groups Setting Up Income/Expense Accounts Setting Up Sections Setting Up Shelves Assigning a default customer to the store Setting up default sales tax group Setting up language for the store Attaching a warehouse to the store Mandatory Yes Yes Yes Yes No Yes Yes Yes Yes No No No Yes Yes Yes Yes Conclusion Setting up a store gives an opportunity to define in details what settings are desirable for each business. For instance. For setting up stores in Retail headquarters. those tasks are not mentioned in the checklist. Depending on how you want to structure your business. and so on. Lab 4.1 – Setting Up a new Store Step by Step – Setting Up a New Store Page 31 . Staff members. Certain setup is mandatory.

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

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

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

Retail Hierarchy The item hierarchy consists of the Business Group.Manual CHAPTER 5: INVENTORY SETUP AND MANAGEMENT Objectives After completing this chapter. Describe the procedures for inventory setup and management. you will be able to:    Master the item hierarchy and selecting the correct combination for different kinds of stores. Retail Group. Introduction Items are the fundamental units in the Retail Headquarters system. Retail Department. Distinguish between the mandatory tasks and optional ones. There is a list of the main features: Item Type Each item has a type that tells you whether an item is a standard one that cannot be sold at the POS terminals or it is a retail item that is sold at the POS terminals. Retail Headquarters includes some features that concern item sales at the point of sale. Division Group. and settings for Item and Variants. Page 35 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

2. To Set Up Conversion Units of Measure for a Specific Item: 1. Factor and To unit fields. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. Example You have set up three comparison units.Microsoft Dynamics® AX for Retail Training Manual It is possible to define a different conversion factor between the same units for each item. Press CTRL+N to enter a new unit conversion. If the base unit is kilogram and the comparison unit is gram. 5. the program has already created a conversion value entry for Milliliter and Centiliter. Milliliter. Fill in Additional quantity if needed. and Centiliter. The Unit conversion form is displayed. Keeping in mind the equation From unit * Factor + Additional quantity = To unit. 4. Browse to the retail item you want to create a Unit conversion for. 3. Factor. If you later add another unit. the conversion factor is 0. 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 item itself. 3. Fill in Round-off if needed. Note that the program has automatically entered the Factor 1 between the chosen base conversion unit and itself. the program has created conversion entries and calculated conversion factors between each pair of the selected units. Fill in the From unit. Click RETAIL HEADQUARTERS>RETAIL ITEMS>SETUP>UNIT CONVERSION. Repeat steps 5 and 6 for additional units you want to convert to the base unit. Liter. and To unit fields. Fill in the From unit. You first select Liter to set up its conversion values. Fill in Additional quantity if needed. The conversion factor between Milliliter and Liter is 1000 and the conversion factor between Centiliter and Liter is 100. the conversion factor is 1000. you only need to set up a conversion factor with one unit. When you have entered this information in the Conversion form for Liter. The program then calculates and creates entries for the other units connected with Liter. like fluid ounces. The Unit conversion form is displayed. Click BASIC>SETUP>UNITS>UNIT CONVERSION. Note that the Item number appears automatically and this unit conversion is active for this particular item number only. Fill in Round-off if needed. To Set Up General Conversion Units of Measure for All Items: 1. 2. 5. Page 52 .001. Once you have completed entering conversion factors between the base unit and the selected units. such as Liter. 4.

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

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

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

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

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

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

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

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

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

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

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

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

When you select the Discount offer under the Inquires button the Discounts form is displayed.Manual Inquiries Under Inquiries it is possible to view all discount overlaps for all items in select periodic offer. There you can move the offer up and down to change the priority of the periodic offer to have control over the offers from time to time. Page 65 .

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

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

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

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

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

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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Manual

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

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

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

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

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

If you are using variants and a bar code mask has been set up for the item or the retail group. Browse to the desired item.Manual 4. which will represent the item at the POS terminals. Bar code/PLU Registration It is possible to register a bar code/PLU for a retail item. you can let the system create bar codes automatically. Click SETUP > BAR CODES. 3. Page 81 . Fill in the Bar code setup field with a selected bar code mask from the Bar code Setup form to have the program check each digit of the bar code typed in against the corresponding bar code mask digit and generate missing digits according to the mask. 2. To Enter Bar Codes/PLUs for Retail Items: 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. The Retail Items form is displayed. Click RETAIL HEADQUARTERS> RETAIL ITEMS.

configuration and/or style dimension group otherwise it will not have any variants. Select the Bar code setup. NOTE: Since Microsoft Dynamics AX allows item numbers of type code but EAN 13 bar codes can only contain numbers. To Enter Bar Codes for Variants: 1. In the bar code field. 13 digits long for the EAN13 standard. Click RETAIL HEADQUARTERS > SETUP > ITEM > BARCODE. The layout of the Create combinations window depends on which variant groups the selected item belongs to. one needs to type in the bar code for each variant combination that is for all possible size. for which you want to enter bar codes. Fill in the Bar code number field with a bar code number.Microsoft Dynamics® AX for Retail Training Manual 4. 4. 5. Page 82 . the item number in the bar code does not need to match the item number of the item. It is therefore recommended to use bar code masks for item variant bar codes. Repeat steps 4 to 6 for each bar code you want to assign to the item. the Item – barcode form is displayed. The Item Dimension Combinations form is displayed. the program automatically shows the item bar code with the lowest number for the item. Click Create Combinations. Make sure that the item belongs to a size. If no bar code number has this field check marked. Variant Bar Codes If you choose to use a bar code mask for items with variants. If bar code masks for item variants are not used. The Bar Code Setup needs to be with ‘No Bar code’ since the bar code check would fail otherwise. Click SETUP > ITEM DIMENSION COMBINATIONS. Press CTRL+N to enter a new bar code for the item. Insert the bar code with the prefix followed by the item number (as it is in the actual bar code) and followed by zeros (0) for the price/quantity and the check digit. colors. color. 6. The Retail Items form is displayed. Browse to the item. configuration and style combinations. The Retail Items form is displayed. configuration and style combination. Fill in the Retail group code field by selecting retail group that has a checkmark in the Bar code Checking field. 3. Click RETAIL HEADQUARTERS > RETAIL ITEMS. 3. 5. place a checkmark in the Show for item field. If you want this bar code/PLU number to be shown in the Bar code field in the Retail Item form (Item). color. To Enter Bar Codes Including Price or Quantity/Weight: 1. you can let the program generate the bar codes necessary to represent each size. Select or deselect sizes. 2. 2. The system will detect the item by the link of the bar code. 7. enter the item bar code. Click RETAIL HEADQUARTERS > RETAIL ITEMS. color. 4.

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

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

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

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

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

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

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

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

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

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

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

Click FUNCTIONS >POST STATEMENT >YES. The blocked items and customers can be viewed from the Open Statements window that opens the Statements form. stores and tender types. click OK. for the relevant coins and notes. accounts. Click RETAIL HEADQUARTERS >JOURNALS >OPEN STATEMENTS. posting groups and ledger account links must be properly set up for items. you can fill in the counted amount field or click the Cash declaration button to re-declare Tender in store. If you want to declare or re-declare tender.Microsoft Dynamics® AX for Retail Training Manual b) Fill in the new tender declaration for the statement lines. customer payment to account. 5. item ledgers. consumption. For each combination of a coin/note and a default amount select the quantity of the coins/notes in the Quantity field. 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). check if any errors have been reported in the relevant transactions and fix those errors if needed. For those where counting is required it will be filled in with the tender declaration done at POS or with 0 if tender declaration was done on POS. You can recalculate and update the counted amount declared on the POS terminal. Posting Statements In order to post calculated statements into the ledger accounts. it will not be in effect on the POS terminals until after the next time this information is replicated into the POS terminal databases. Posting statement results in the following: Issue. therefore. The Statements form appears. d) When you have re-declared. There is also the physical inventory. the program will temporarily unblock the item or customer while the posting takes place. The counted amount will be filled in with the total transaction amount for tenders where counting is not required. VAT ledgers and other related tables. tax. On the Transaction status tab. When you have created and calculated the statement. c) You can see the results of the re-declaration in the bottom line marked as Total. This refers to the financial postings. This can be done whether tender has been declared on the POS terminals or not. NOTE: When you block a customer or an item. When you post. You must respond to transaction in the Items/Bar codes not on file. Browse to the relevant statement. you do not need to act upon blocked items or customers before posting. Page 94 . 3. 2. discounts and penny differences. tender type payment. 4. To Post Statements: 1. sales revenue. customer ledgers. review the results and fill in the counted amount as needed.

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

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

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

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

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

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

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. Page 101 . That means each statement is a batch task so we can calculate and post statements in parallel. If no filter is used the processes will run for all stores.

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

Manual Store Statement/Closing Tab: Page 103 .

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

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

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

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

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

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

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

print information and use the same infocodes for more than one purpose. Close Information subcodes and Infocodes forms Page 113 . Click the New icon. Stewart wants to make the most of infocodes functionality to help his staff to work fast. whenever a maple baseball bat is sold.item cross-sale infocode 1. Set up a cross-sell infocode that adds bat grip tape. Create an infocode with an cross-sale a.Manual Conclusion By using infocodes it is possible to send messages to cashiers as well as customers. Lab 9.1 – Create an Infocode Scenario When launching a series of sports shops in Rhode Island. Create the following lines: f. c. Create a new line: d. Retail headquarters > Setup > General > Infocodes b. and by selecting to print out information on the customer’s receipt a lot of information is passed with minimum effort. Click Setup > Subcodes e. Assigning infocodes to POS activities the correct message reaches the cashier at the right moment. Step by Step .

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

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

Steps taken when importing an item file from a vendor: 1. purchase price and sales price. which has a vendor specified. correct and finalize the information before the items are updated to the item table. before the journal is posted. 2. The Item import imports the files into an Import journal where the user can error check. If the item already exists in the database. purchase prices. The files from the vendors typically contain vendor item numbers. bar codes and sales. When a journal is posted. 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. bar codes. The vendor files can also be used to create purchase orders.and purchase prices will be inserted into the standard AX system. When data has been imported to an import journal. 4. it is necessary to set up various parameters. you will learn:      How to set up item import correctly. How to handle importing items from vendors. 3. the existing price is found. Next the calculation of the new sales price takes place. sales prices. Introduction The Item import functionality is used to import data files from vendors and create and update items. Troubleshooting techniques for errors in item import. size and styles. and variants. such as an item hierarchy. items will be created or updated. Verification procedures in main tables used for item import. Item data can only be imported into a valid Item import journal. For each vendor that sends data to be imported. Page 116 . bar codes. Using the item import hierarchy.Microsoft Dynamics® AX for Retail Training Manual CHAPTER 10: ITEM IMPORT Objectives After completing this chapter. new variants including color. The Item import process inserts/updates the item table. 5. size and color information. the user will error check and correct the item information. sales price calculation rules etc. retail group. descriptions.

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

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

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

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

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

In journal. Deleted from journal. Deleted from order. The form contains a header section and a lines section. There is one header line for each file that has been imported into AX and the lines section contains one line for each item variant that is imported into AX. Posted from order The purchase id if purchase order was created The import journal id if file has been transferred to an import journal VendAccount Filename String String 10 260 statusInPurchaseOrder Status in item import journal Enum Status in purchase statusInItemImportJournal order Enum PurchId Purchase Id String 20 JournalId Journal Id String 10 Page 122 . The setup for this can be accessed from the item import journal table as described in section Mandatory Check Setup.Microsoft Dynamics® AX for Retail Training Manual entry. The form is entirely locked and cannot be updated manually in any way. Status of file in import journal – possible values are: None. In order. Imported Files The form displays all data that have been imported into AX for item and purchase order creation. Fields in the Import Table Here is a list of the fields in the header table for the imported files (AX name FSHImportTable): AX field name importedFileId Name Imported file id Vendor account number File Name Type String Width 10 Description Unique number for the imported file. Mandatory Check Item Import Journal In order to create or update an item correctly the mandatory check functionality should be used. Name of the imported file. Posted from Journal Status of file in import journal – possible values are: None. Account number of the vendor providing the file.

Description of style Code for the first level of the hierarchy from the vendor. Color id for item variant. Size id for item variant. 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. Code for the second level of the hierarchy from the vendor. Additional description of item ( fabric composition).Manual Fields in the Import Trans Table Here is a list of the fields in the lines (trans) table for the imported files (AX name FSHImportTrans): AX field name importedFileId VendorItemId ItemBarCode ItemName Name Imported file id Vendor Item Number Bar code Item name Fabric composition Invent size name Invent size id Invent size text Invent color name Invent color id Invent color text Invent style name Invent style id Invent style text Vendor Hierarchy Level 1 Vendor Hierarchy Level 2 Type String String String String Width 10 10 80 30 Description Unique number for the imported file. Name of size for item variant. Description of color 30 10 Name of style for item variant. The vendors internal item number. Item bar code Vendor description of item.

The purch unit for the item. Number of the vendor holding the item.Microsoft Dynamics® AX for Retail Training Manual Vendor Hierarchy Level 3 Code for the third level of the hierarchy from the vendor. Description of the Vendor hierarchy level 3. This is the vendor purchase price. Description of the Vendor hierarchy level 2. It is used for price calculation when the suggested retail price is not present. This is the suggested retail price in the vendors currency determined by the field Currency code on the Retail tab in the vendors form 30 30 30 30 10 Description of the Vendor hierarchy level 1. ID of the user which imports the file into the journal. Vendor’s code of the season the item belongs to. Code for the fourth level of the hierarchy from the vendor. The sales unit for the item. Description of the Vendor hierarchy level 4. For Debenhams Items this field is stored in the Description 3 of the Item. This ID will also be kept in the posted vendorHirarchyLevel3 String 10 vendorHirarchyLevel4 Vendor Hierarchy Level 4 String 10 seasonCode PurchUnit SalesUnit Season Code Purch unit Sales unit String String String 10 10 10 PurchPrice Vendor Purchase Price Decimal suggestedRetailPrice level1Name level2Name level3Name level4Name Suggested Retail Price Level 1 Name Level 2 Name Level 3 Name Level 4 Name Vendor account num Decimal String String String String String Imported by User ID String 20 Page 124 .

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

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

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

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. Page 128 . In the log tab one line is written for each error detected in the line: The same error checking facility can be accessed from the Retail item form under the Functions button. Error checking is automatically called after data has been transferred into the import journal and also every time an import line is updated in the journal. If an error is detected an infolog window is displayed listing all errors. For convenience there is a filter which can be used to display error lines only or all lines. Recalculate Salesprice This function recalculates the sales price in all lines in the journal using the steps described above.Microsoft Dynamics® AX for Retail Training Manual The same mandatory check setup applies for all lines in the item import journal. Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called. it is good practice to check the items using the FUNCTIONS >ERROR CHECK button. When the line is error free the error description is cleared and the line is unmarked and can be created in the Item Table (Invent table). Error Check This menu option allows the user to check the current journal for errors. The error check routine is automatically run for the journal after the import and also if any field is modified in the import journal. The entire journal is checked for errors at a time. After an item is created. An infolog is displayed if not all the conditions in the mandatory setup are met.

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

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

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

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

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

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

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

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 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. From there the user can select to calculate the lines and create the transfer orders. Cross Docking Using the Replenishment Rules When using the Replenishment rules the items will be distributed to the locations defined in the appropriate replenishment rule and quantity divided according to the setup on the replenishment rule.   If the purchase order being cross docked has a service category defined and the service category has a replenishment rule defined then that replenishment rule is used.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). Page 136 . only the lines for the selected item and it´s variants or only the line for the selected variant. By making changes either here or on the cross docking form the journals are automatically updated. It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. This is done by clicking on Select all lines. Item and Variants or Item and current variant.

In this form a service category can be defined. The Service category field for the vendor is located in the Replenishment field group on the Retail-tab on the Vendor form. The Local delivery date is the number of days added to account for the time to transfer the items from the main warehouse to the store. The Sales date is the number of days added from the item arrives in the store until it can be sold in the store. 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. Cross Docking using Fixed Quantity for All When using the Fixed quantity for all the item quantities will be distributed equally amongst all the applicable locations. The dates are displayed and can be overwritten on the Retail tab in Purchase Order 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. In order to do this a Service Category has to be set up for the vendor which is being purchased from. Page 137 . If the cross docking warehouse is the same as being used for the planned purchase no cross docking is performed. Service Category Setup The service category form can be accessed under RETAIL HEADQUARTERS>SETUP>REPLENISHMENT>SERVICE CATEGORY.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. If an item is being purchased. If a Cross docking warehouse is defined for a service category an automatic cross docking operation is performed when firming a planned order from the master planning system. 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.

Microsoft Dynamics® AX for Retail Training Manual Buyers Push The buyer’s push is used to distribute items from a warehouse to the stores. Buyers Push from Item When this form is entered lines will be displayed for each variant that the item has and the location field will be initialized from the default warehouse for purchases. The quantity to distribute is either entered manually or calculated automatically using the same methods as in cross docking. Page 138 . Buyers Push Form The Buyer push form can be accessed from the Retail Items form under FUNCTIONS> BUYERS PUSH and from RETAIL HEADQUARTERS>PERIODIC>REPLENISHMENT>BUYERS PUSH. In the locations-grid all warehouses marked as stores are displayed. The quantity on hand for the selected warehouse is displayed in the grid along with the quantity set for distribution.

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

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

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

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

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

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

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

You can also think of this window as a list of rules which determine how the data is 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 actual replication of the table is a different matter which is not covered here. The Preactions tell us which records have changed. This field tells us how the record should be distributed. the purpose of the Table Distribution setup is to create a hierarchy which is used to distribute data to the different locations. This conversion can be scheduled to happen automatically but it is also possible to run it manually. which user changed the record. Page 146 . So what does the distribution mechanism control then? The distribution mechanism controls how Actions are created in the systems. So in addition to the information from the Preaction now it is also known where to send the actual record.Microsoft Dynamics® AX for Retail Training Manual As stated above. Preactions are the default logging mechanism in the system. This means in short that if you do not specify how a table should be distributed. In order to create Actions you need to run a conversion routine that converts Preactions to Actions. But what happens if no rules are specified? In the case of no rules being specified in the Table Distribution setup window the system assumes that all data should be sent to all locations. The Actions contain one additional field which is the Location Group Filter. In order for that to happen you have to create a replication job for the table in question. Preactions are a subset of the Actions. Retail AX includes a logging mechanism that makes it possible to keep track of which records in the database have changed. There are two types of actions in the system – Preactions and Actions. the system will distribute the table to all locations. the time and date when the change took place and so on. Note that this only refers to the distribution. Just note that the contents of the table will not magically appear in the destination database.

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

Microsoft Dynamics® AX for Retail Training Manual Data Distribution Locations A distribution location can be manually created by the user or auto generated by the creation of both Stores and POS Terminals and can be viewed as a location with its own database and it is here where the user will configure the database connection. The ability to specify sub locations for a specific Distribution Location allows us to include additional locations within a single Distribution Locations distribution structure. Page 148 . Please refer to the user manual 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. You can access the Stores window by clicking RETAIL HEADQUARTERS>SETUP>STORES>STORES. Please refer to the Data Distribution Configuration Quick Guide for more information. 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. Distribution Locations have distribution groups and if set will result in the automatic creation of a subgroup and member for the specified location and in turn will receive an entry in the Distribution List. The Stores form will appear. Retail Stores When creating a store it will inherit the distribution groups marked with default group. For example we might have a Data Distribution Hierarchy that is structured around the retail store.

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

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

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

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

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

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

notably the Linked actions on insert. a. Select Tree control checkbox Page 155 . The Store Group Member table can be linked to the Store Group (RBOStoreGroup) table via the Group Id which is common to both tables. Peter needs to set up a trade agreement. Before we continue we need to take a look at how the tables in the hierarchy are linked together. 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. active only for store 10. for item 0093.1 – Store-specific price change.Store-specific price definition 1. The Assortment (RBOAssortmentItemList) table can be linked to the Store Group Member (RBOStoreGroupTrans) table via the Store Id field which is common to both tables. In order for tables to be linked they need to have some sort of relation. There are a few fields here that are of interest. Step by Step . Lab 12. the marketing manager for Adventure works decides to change a price in store 10 only. Scenario – Distribute the new item only to store 10 Peter. 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. This data is stored in a table called Distribution List and is available for most tables in Retail AX – more on that later. Linked actions on update and Linked actions on delete. 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. 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. Once we have climbed to the top of the hierarchy we expect to find information on how the table should be distributed. On the right side of the window on the General tab you will see numerous fields. Determine how prices are distributed.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. So what happens if we change a table. You will notice that the first entry is linked to the root node Price Group (PriceDiscGroup). For the default configuration PriceDiscGroup is set to All distribution locations and PriceDiscTable is set to By distribution groups. it is possible to create multiple relations between two tables. We also see that the second Trade Agreement table is as top node. These fields are used to generate actions on tables that are below the table in the hierarchy. But since we want to distribute the trade agreement selectively we need to convert the Trade Agreement Preaction to an Action. signifying a price. because nearby competing store offers a discount for the same item. Retail scheduler> Setup > Table distribution b.

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

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

Page 158 . Validate the price on POS a.Microsoft Dynamics® AX for Retail Training Manual Validate that there is an action with PriceDiscTable and location filter 003±S0010 j. Click Functions > Run retail scheduler job directly d. Replicate the changes. Select job A-1040 c. Add item 0093 to sales transaction c. using A-1040 job a. Retail Scheduler > Common forms > Scheduler jobs b. Verify that the price excluding sales tax is 25. Click Yes 5.00 i. Close Actions form 4. Log into POS b.

which of this is correct on distribution groups? ( ) a. You can find a field where you will set distribution groups and create a subgroup/member. Which records have changes. The store will inherit the distribution groups marked with default group. Page 159 . No ( ) c.Manual Test Your Knowledge  Table Distribution Question In case of no rules being specified in the Table Distribution setup window what does the system assume? ___________ ( ) a. Question When creating a store. You have to set distribution groups manually unless you have chosen the Automatically set up distribution group option. ( ) b. 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. Yes. Question What do Preactions tell you? ________________ ( ) a. ( ) c. ( ) b. What Actions to use ( ) b. It depends on how the system is configured. the time and date when the change took place and any other information on the records changed that are available. ( ) b. which user changed the records. Which records have changes. That no data will be sent until it has been defined where it should go. Question Can a group have more than one subgroup? ( ) a. That all data should be sent to all locations.

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

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

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

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

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 . tax groups. 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. 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.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.

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

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

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

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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Close the Retail Receiving form 4. Click Functions > Validate g. Click Functions > Post h. Verify that the Purchase order Status is Received a. you need to a) Set up EP profiles and users b) Map users to the profiles c) Set up batch jobs d) a & b Page 178 . Retail Headquarters > Periodic > Replenishment > Purchase order Test Your Knowledge – Enterprise Portal Question What are some of the benefits of using Enterprise Portal? a) Back office info available via a browser b) Perform store inventories c) Timely reports d) All of the above Question Before you can use Enterprise Portal.Microsoft Dynamics® AX for Retail Training Manual f.

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 .

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

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

the Transaction text field is used for manual verification and for legal accounting reports/files. these additional fields are available for Brazil. 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. Page 182 .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. under Concessions tab. On the Retail headquarters parameter. Brazil – Type of Establishment As mentioned in the Fiscal Books section. Brazil – Transaction Text GO TO RETAIL HEADQUARTERS> SETUP  PARAMETER.

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

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

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

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

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

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

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

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

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

Microsoft Dynamics® AX for Retail Training Manual

When Payment buttons are created, you must select the Payment method to use for each button in the Menu lookup.

Action buttons
It is possible to choose many different actions to display on the POS. You can control the access to these actions by means of differing user rights.

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Below you will find a few different actions and instructions on how to create buttons to control them. You can view a complete list of available actions and further information on each in Appendix A. Examples of actions that can be set up are:           Clear Qty Customer Account Deposit Declare Start Amount Item Comment Line Discount Amount Price Check Price Override Return Item Total Discount Percent Void Item

Menus
There are two different Actions that work with a Button grid: Popup menu and Submenu. When you create a design for the POS, you must decide in which cases it is better to use a Popup menu and where a Submenu would be preferable.

Popup Menu
The Popup menu is a menu that appears as a new window on the POS. When you click a button, this window is closed immediately. If the you want to cancel the action, you can close the Button grid by clicking the Exit button that is automatically added to the grid when it appears.

To Set Up a Popup Menu Button:

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  Create the Button grid that you want to appear when the Popup menu button appears. Click the Designer button. Right-click a button in the popup Button grid, select the option Button properties and get the Configure button form. There you will find the Action dropdown list. Select the Popup menu from that list.

The Menu lookup will now appear displaying a list of all the Button grids that have been created. Select from the list the one you want to appear when clicking the button.

Click Confirm.

Submenu
Submenu is a menu that comes on top of the Button grid and stays visible until the user clicks the button Home, which is automatically added when the Menu is displayed.

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Submenu Button Setup:     Create the Button grid that you want to appear when the Submenu menu button appears. Then the Designer button, is clicked. Right-click a button and select Submenu from the Action lookup. The Menu lookup will now appear, containing a list of all the Button grids that have been created. Select from the list the one you want to appear when clicking the button. Click on Confirm.

POS Design
Once you have created all the Button grids that you want to use on the POS, you can start working on the POS design. Click RETAIL HEADQUARTERS > SETUP> POS > RETAIL POS >TILL LAYOUT Pre-configured till layouts are displayed. To create a new design:  Click CTRL+N to add a new line  Enter a number in the Layout id field (any number of your choice)  Select a name for the layout o The size of the POS depends on the resolution of the screen used on the POS. Type in one of those screen resolutions: o 1600x1200 o 1600x1024 o 1280x1024 o 1280x768 o 1240x1024 o 1152x864 o 1024x768 o 800x600  Select 1 – 5 Button grids that should appear when the POS is started.  Click on the Designer button. An empty Till layout designer will now appear. In order to start the design click on the Design mode button. This opens a window (Customization, see screenshot below), which contains all the different grids that can be used to create the POS. Select one line from the Customization window and drag it into the layout window.

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Example: Click on the line named Receipt and drag it into the design window . Note that the Receipt line is no longer in the Customization window. The window should look like the one below:

Now, select a line named ButtonGrid1. By selecting this line, you insert the Button grid that was chosen for the Button grid1 field when creating the design (in the Till Layout window). Note when you move the mouse over the design window and go to the edge of the receipt, a thick black line appears and when you release the mouse button where the line is located, the Button grid will appear there. Once the Button grid has appeared in the design window, you can change its size. Note that you can only change the size of the Button grid horizontally, not at the top or bottom. In order to reduce the size at the top or bottom you need to place another grid above or below it.

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

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

Manual Page 199 .

Set Item to Item Sale h. l. Set Rows to 1 iii.New button grid 1.Microsoft Dynamics® AX for Retail Training Manual Lab 17. Set Columns to 5 f. k. Retail headquarters > Setup > POS > Retail POS > Button grid b. She needs to create a new button grid and attach helmet items to buttons Step by Step . Right-click a button and select Button properties g. Create a new button grid and assign items to its buttons a. Click New design ii. 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. m. the store manager. Click the New icon c. Set Bar code field to 0023 i.1 – Setting Up a new button grid for quick sale Scenario – New button grid Megan. Set Button Grid ID to 99 d. 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. Click Designer Button i.

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

Retail POS Transaction Service Page 202 .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. This enables access to data within Microsoft Dynamics AX from external programs such as Retail Store Connect and Transaction Service. Retail Store Connect The Retail Store Connect is a software system that enables optimized data transfer between AX and POS database governed by rules you set up. The Store Connect optimizes this process by extracting the dataset only once from the database and sending out multiple copies as needed. The data dictionary in Microsoft Dynamics AX for Retail mirrors the table structure in the Retail POS database so mapping data between the two systems is quite easy. Business Connector The Business Connector acts as a Microsoft AX Client but without a user interface.

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

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

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

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

If the connection was not successful: o Make sure that Store Connect is running o Make sure that the Store Connect server name is typed in correctly and that all values in the connection string are typed correctly. o Make sure that the Terminal can ping the Store Connect (SC) Server name: Connection overview By now all connections except the Transaction Service connection should have been successfully tested.Manual          Select Distribution Locations Select Location HO – Headquarters Click button SETUP>DEFAULT INCLUDE list. Go to General tab. Make sure that all distribution locations for store and terminals are in the list. Page 207 . This is the list of locations to which the Headquarters Retail Store Connect will send the data to. Click button OK in the dialog that comes up If the connection was successful a message will come up saying how long the testing took. Note that connecting to the Headquarters can often take a couple of minutes when connecting for the first time. assign the AOS profile Select FUNCTIONS>TEST CONNECTION WITH RETAIL STORE CONNECT.

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

Page 209 . 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.aspx) Connect to SQL server where you have hosted POS DB.com/en-us/express/bb410792.jobs For further information on subjobs.microsoft. If that is the case then send the rest of the N. Look at the data in table Currency. scheduler jobs and their configurations will be provided in Part III. Go to the Terminal computer and open SQL Manager Studio (free software from Microsoft: http://msdn.

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

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. a store is assigned to a store group) since the last replication occurred. 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.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.  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. Click OK in the dialog displayed.  Click button Location fields again  The fields should have been read from the database. By Action replicates only the records that have changed (including associations. 7.g.Manual 6. e. Insert the fields as following:  From field: The field in the Axapta database  To field: The field in the Retail POS database (if no fields are visible see instructions just below)  Select Conversion type if needed – most often left on None. Normal and By Action. Normal replicates all records from the source table to the destination table. By Action scheduler subjobs To create a By Action scheduler subjob the same instructions apply as in the previous section with two exceptions: 1. a Preactions Scheduler job has to be set up in the Scheduler itself (RETAIL SCHEDULER>SCHEDULER).  Select Insert and Enabled  Replication method There are two different replication methods. In the Setup tab:  Replication .

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

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

That is especially true when you have centralized store database. the system automatically creates a distribution location for it. Bearing that in mind we may end up in a situation where the scheduler job may want to send data to a distribution location that has not been set up. Remember. that when you create stores and POS terminals. the scheduler jobs should be set up accordingly. Page 214 .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.

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 . Make sure that the Scheduler job is enabled.Manual The options below will help you specify the proper destination for each scenario. assuming sublocations have been setup: Configuration Distribution sublocations value: Centralized store database Excluded from replication POS databases Only included in replication Mixed (not supported) Included in replication Running Scheduler jobs using the batch framework Scheduler jobs can be executed periodically as part of batch jobs.

make sure the settings in the POS configuration file are correct for StoreId.Microsoft Dynamics® AX for Retail Training Manual Now all connections should have been successfully tested. Page 216 . TerminalId and DATAAREAID. AX for Retail Business Connector Store Connect SC-RETAIL AX Retail AX Database Config TSRetail AX Config SCRetail AX Retail POS Transaction Service Retail POS Terminal Store Connect SC-TERMINAL Retail POS Retail POS Database Starting Retail POS using the demo data After sending all the demo data to the Terminal we have to tell the Retail POS to use the correct data. Troubleshooting If you start the Retail POS application and get an error cannot launch POS.

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

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

Adding a "–DB" parameter to the shortcut created by the install will not work. Page 219 . Else enter your password created In Microsoft Dynamics AX for Retail. then you need to create a completely new shortcut.exe” –DBDEMO If you add a new connection string to the config file. Connections: Uploading sales data from Retail POS to Microsoft Dynamics® AX for Retail In this section we will create a few sales Retail POS and retrieve the sales data back into Microsoft Dynamics AX for Retail.    Start the Retail POS Login id: 10001 if you are using demo data. Start up parameter To start the Retail POS with a configuration string that has been created you need to add a start up parameter in the shortcut. Password: 456 if you are using demo data. The startup parameter is –DB and then the name of the configuration string tag.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 username cretated 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. and want your shortcut to point to that connection string.

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

sales orders and sales invoice information and so on. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. Connections: Use the Transaction Service from Retail POS In this section setup will be checked for the properties needed for the Retail POS application to be able to connect to the Retail POS Transaction Service. PART IV: Retail Transaction Service Functional Overview The data architecture for the Retail POS system is offline architecture. This means that the POS runs on a local database stored on the POS machine and is not affected by network or headquarters server downtime. Then you should see the sales that were made. 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 . Before any queries can be made from the POS you therefore need to have access to the Transaction Service through the network. This gives the Retail POS the resilience of the standalone mode as well as the data availability of the online POS. The Transaction Service is a service that acts as an agent for the POS. 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. Click button Transactions to view sales lines and payment lines on the transaction. The downside to running an offline mode is that it is more difficult to access central data such as customer balance. Retail POS submits queries to the Transaction Service.Manual      Wait for about a minute Go to RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS The first transaction should be a Logon transaction. The POS itself never accesses the central database as all database access is done via the Transaction Service. 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.

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

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

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

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

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

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

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.

Page 230 . Configuring Microsoft Dynamics AX for Retail The Retail POS Transaction Service needs to have been configured. Changing the Customer’s Credit Limit    Click on ACCOUNTS RECEIVABLE>CUSTOMER DETAILS. Microsoft Dynamics AX for Retail maintains a customer balance based on the sum of transaction being charged and the amount the customer has paid. 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. 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. The limit on this balance is decided on each customer by setting the Credit limit. No other Transaction Service configuration is needed. Select any of the existing customers Select the General tab. Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal.Microsoft Dynamics® AX for Retail Training Manual    Select a Sales invoice from the list Click on the button Select The Sales Invoice balance amount is added to the transaction.

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

Retail Transaction Service: Inventory lookup Functional Overview The purpose of this operation is to allow the user to request stock level of the selected item. Inventory Lookup Create a button on the Till layout  RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID  Either select an existing button grid or create a new one. Test the Transaction Service connection. For further information on how to create button grids and Till layouts please see Part I. This is convenient when an item does not exist and the customer wants to know in which store the item can be found. Create Buttons on the Till Layout To have access to the Inventory lookup operations a button needs to be added to the Till layout. 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.Microsoft Dynamics® AX for Retail Training Manual   Go through the Transaction Service Profile settings again and make sure that they are correct.  Add a new button with Action Inventory Lookup Page 232 . The Transaction Service will return the stock level for the item in each location.

If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Click on the button Inventory Lookup The Inventory Lookup dialog will be displayed Page 233 .Manual Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. 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.

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

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

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

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

This prevents the same items to be returned in two stores at the same time.       Select the items meant to be returned using any of the appropriate buttons: Select line (Selects one line. Selecting a line has the same affect) Select all (Selects all the lines) Clear selection (Deselects all the lines) Press either Return items to return the selected items or press Cancel to abort the operation. The items selected will be added to the current transaction. 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. 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. If the receipt number is found in Microsoft Dynamics AX for Retail a dialog appears with every item from that transaction. When the transaction has been paid for.Microsoft Dynamics® AX for Retail Training Manual   Type in the receipt number. 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.

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

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 .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.

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.Manual Using the operation in Retail POS     When the POS starts. In order to be able to log off. 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. printing a certificate and so on. No other Transaction Service configuration is needed. 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. 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. Credit Memo Number Sequence    Go to RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Number sequences Set the number sequence for Credit voucher Number Page 241 . The Log off function can only be pressed if the transaction is empty. Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. make sure that a button with the Log off functionality is available. the user is prompted with the following window: Login with the user ID and the password as provided in the steps above. 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. the POS returns to the log in state.

Add a new button with Action Pay Credit Memo and Payment type as 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. Page 242 . Pay Credit Memo  Create a button on the Till layout pay with a gift card RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID      Either select an existing button grid or create a new one.  Set Change tender to Cash (or any other tender type you want). 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.  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.  Add a new button with Action Issue Credit Memo.  Minimum change the minimum balance that can be on the credit memo before giving the customer the change back and invalidating the credit memo.

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

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

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

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

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

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. Page 248 .

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

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

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

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

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

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

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

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

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