Manual

Microsoft Dynamics® AX for Retail Training Manual

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Microsoft Dynamics® AX for Retail Training Manual
CHAPTER 1: INTRODUCTION .................................................................................................................................. 7 BASIC INFORMATION.......................................................................................................................................................7 FURTHER INFORMATION ..................................................................................................................................................8 CHAPTER 2: MAIN FUNCTIONALITY ........................................................................................................................ 9 OBJECTIVES ...................................................................................................................................................................9 INTRODUCTION ..............................................................................................................................................................9 ITEMS ..........................................................................................................................................................................9 PRICE CONTROL ...........................................................................................................................................................10 VARIANTS ...................................................................................................................................................................11 INFOCODES .................................................................................................................................................................12 LABEL PRINTING ...........................................................................................................................................................12 LINKED ITEMS ..............................................................................................................................................................12 RETAIL POS PROFILES ...................................................................................................................................................12 DISTRIBUTION LOCATIONS..............................................................................................................................................12 STORES ......................................................................................................................................................................13 TENDER TYPES .............................................................................................................................................................13 INCOME AND EXPENSE ACCOUNTS ...................................................................................................................................13 SECTIONS AND SHELVES .................................................................................................................................................13 RETAIL POS TERMINALS ................................................................................................................................................13 STAFF ........................................................................................................................................................................13 CUSTOMER .................................................................................................................................................................14 TRANSACTION INFORMATION .........................................................................................................................................14 EXCHANGING DATA BETWEEN POINT OF SALE AND STORES ..................................................................................................14 MANUAL DATA EXCHANGE ............................................................................................................................................14 ACTIONS.....................................................................................................................................................................14 END OF DAY PROCEDURES .............................................................................................................................................14 TEST YOUR KNOWLEDGE  OVERVIEW .............................................................................................................................16 CHAPTER 3: RETAIL HEADQUARTERS SETUP AND REQUIREMENTS ...................................................................... 17 OBJECTIVES .................................................................................................................................................................17 INTRODUCTION ............................................................................................................................................................17 RETAIL HEADQUARTERS .................................................................................................................................................17 CHECKLIST FOR STARTING RETAIL HEADQUARTERS ..............................................................................................................19 RETAIL PARAMETERS.....................................................................................................................................................19 LOCALIZED SEED DATA ..................................................................................................................................................21 NUMBERING PRINCIPLES................................................................................................................................................22 INTRODUCTION TO DATA DISTRIBUTION ...........................................................................................................................24 CONCLUSION ...............................................................................................................................................................26 LAB 3.1 – SETTING UP A NEW DISTRIBUTION GROUP ...........................................................................................................26 TEST YOUR KNOWLEDGE  RETAIL HEADQUARTERS SETUP AND REQUIREMENTS ......................................................................26 CHAPTER 4: STORE SETUP .................................................................................................................................... 28 OBJECTIVES .................................................................................................................................................................28 INTRODUCTION ............................................................................................................................................................28 CHECKLIST FOR STORE SETUP..........................................................................................................................................31 CONCLUSION ...............................................................................................................................................................31 LAB 4.1 – SETTING UP A NEW STORE ...............................................................................................................................31 TEST YOUR KNOWLEDGE  STORE SETUP ..........................................................................................................................33 CHAPTER 5: INVENTORY SETUP AND MANAGEMENT .......................................................................................... 35 OBJECTIVES .................................................................................................................................................................35

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INTRODUCTION ............................................................................................................................................................35 CHECKLIST FOR INVENTORY SETUP ...................................................................................................................................37 RETAIL ITEMS ..............................................................................................................................................................38 LANGUAGE SPECIFIC ITEM DESCRIPTIONS ...........................................................................................................................40 ITEM HIERARCHY ..........................................................................................................................................................41 ASSORTMENTS.............................................................................................................................................................45 VARIANTS ...................................................................................................................................................................46 ITEM LINKING ..............................................................................................................................................................48 UNITS OF MEASURE......................................................................................................................................................51 COMPARISON PRICES ....................................................................................................................................................53 COMPETITORS .............................................................................................................................................................53 SECTIONS AND SHELVES .................................................................................................................................................54 RETAIL ITEM PRINTINGS.................................................................................................................................................54 ITEM LIFE CYCLE...........................................................................................................................................................57 CONCLUSION ...............................................................................................................................................................58 LAB 5.1 – SETTING UP AN ITEM ......................................................................................................................................58 TEST YOUR KNOWLEDGE  INVENTORY SETUP AND MANAGEMENT .......................................................................................60 CHAPTER 6: PRICE MANAGEMENT ....................................................................................................................... 62 OBJECTIVES .................................................................................................................................................................62 INTRODUCTION ............................................................................................................................................................62 PRICES SET AT RETAIL HEADQUARTERS .............................................................................................................................62 MANUAL PRICE CHANGES AT POS...................................................................................................................................64 PERIODIC OFFERS .........................................................................................................................................................64 LAB 6.1 – BLACK FRIDAY DISCOUNTS ...............................................................................................................................72 TEST YOUR KNOWLEDGE  PRICE MANAGEMENT ...............................................................................................................73 CHAPTER 7: BAR CODE MANAGEMENT ................................................................................................................ 75 OBJECTIVES .................................................................................................................................................................75 INTRODUCTION ............................................................................................................................................................75 BAR CODE MASKS ........................................................................................................................................................76 BAR CODE CHECKING ....................................................................................................................................................80 BAR CODE/PLU REGISTRATION .......................................................................................................................................81 CONCLUSION ...............................................................................................................................................................84 LAB 7.1 – CREATING AN IN-HOUSE BAR CODE ....................................................................................................................84 TEST YOUR KNOWLEDGE  BAR CODES ............................................................................................................................86 CHAPTER 8: STATEMENTS .................................................................................................................................... 87 OBJECTIVES .................................................................................................................................................................87 INTRODUCTION ............................................................................................................................................................87 SETUP/CONFIGURATION ................................................................................................................................................88 PROCESSES..................................................................................................................................................................91 RECEIPTS ....................................................................................................................................................................96 VIEWING TRANSACTIONS ...............................................................................................................................................97 VIEWING POS BATCHES ................................................................................................................................................97 CONCLUSION ...............................................................................................................................................................98 LAB 8.1 – POSTING A STATEMENT FOR STORE 10 ...............................................................................................................98 TEST YOUR KNOWLEDGE  STORE MANAGEMENT ..............................................................................................................99 APPENDIX A: CHANGES AND NEW FEATURES ...................................................................................................................100 APPENDIX B: SETUP AND CONFIGURATION ......................................................................................................................102 APPENDIX C: LOCATIONS OF FORMS AND FUNCTIONALITY ..................................................................................................104 CHAPTER 9: INFOCODES ..................................................................................................................................... 107

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Microsoft Dynamics® AX for Retail Training Manual
OBJECTIVES ...............................................................................................................................................................107 INTRODUCTION ..........................................................................................................................................................107 INFORMATION SUBCODES ............................................................................................................................................107 INFOCODE LINKING .....................................................................................................................................................107 SETTING UP INFOCODES ..............................................................................................................................................108 INFOCODE ASSIGNMENT ..............................................................................................................................................109 CONCLUSION .............................................................................................................................................................113 LAB 9.1 – CREATE AN INFOCODE...................................................................................................................................113 TEST YOUR KNOWLEDGE  INFOCODES ..........................................................................................................................114 CHAPTER 10: ITEM IMPORT ............................................................................................................................... 116 OBJECTIVES ...............................................................................................................................................................116 INTRODUCTION ..........................................................................................................................................................116 IMPORT SETUP...........................................................................................................................................................117 VENDORS .................................................................................................................................................................117 IMPORTED FILES.........................................................................................................................................................122 ITEM IMPORT JOURNALS ..............................................................................................................................................125 CONCLUSION .............................................................................................................................................................129 LAB 10.1 ITEM VALIDATION RULES FOR ITEM IMPORTER.....................................................................................................129 TEST YOUR KNOWLEDGE  ITEM IMPORT........................................................................................................................131 CHAPTER 11: REPLENISHMENT .......................................................................................................................... 132 OBJECTIVES ...............................................................................................................................................................132 INTRODUCTION ..........................................................................................................................................................132 ITEM PACKAGE ...........................................................................................................................................................132 SIZE, COLOR AND STYLE CURVE .....................................................................................................................................132 PURCHASE ORDER USING COLOR/SIZE/STYLE CURVE ........................................................................................................133 LOCATION REPLENISHMENT GROUPS .............................................................................................................................134 REPLENISHMENT RULES ...............................................................................................................................................134 CROSS DOCKING ........................................................................................................................................................135 BUYERS PUSH ............................................................................................................................................................138 CONCLUSION .............................................................................................................................................................140 LAB 11.1 – REPLENISHMENT – CURVES AND CROSS DOCKING ............................................................................................140 TEST YOUR KNOWLEDGE  REPLENISHMENT ...................................................................................................................143 CHAPTER 12: TABLE DISTRIBUTION .................................................................................................................... 145 OBJECTIVES ...............................................................................................................................................................145 INTRODUCTION ..........................................................................................................................................................145 DATA DISTRIBUTION BASICS .........................................................................................................................................145 DATA DISTRIBUTION GROUPS IN RETAIL AX ....................................................................................................................147 CONFIGURING TABLE DISTRIBUTION...............................................................................................................................153 LAB 12.1 – STORE-SPECIFIC PRICE CHANGE. ....................................................................................................................155 TEST YOUR KNOWLEDGE  TABLE DISTRIBUTION ..............................................................................................................159 CHAPTER 13: COMMERCE SERVICES................................................................................................................... 160 OBJECTIVE ................................................................................................................................................................160 INTRODUCTION ..........................................................................................................................................................160 TEST YOUR KNOWLEDGE – COMMERCE SERVICES .............................................................................................................164 CHAPTER 14: REPORTS ....................................................................................................................................... 165 OBJECTIVES ...............................................................................................................................................................165 INTRODUCTION 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INQUIRIES .................................................................................................................................................................165 REPORTS ..................................................................................................................................................................167 LAB 14.1 – GETTING LIST OF ITEMS WHICH ARE ABOUT TO GET OBSOLETE .............................................................................168 TEST YOUR KNOWLEDGE – REPORTS ..............................................................................................................................169 CHAPTER 15: ENTERPRISE PORTAL ..................................................................................................................... 170 OBJECTIVES ...............................................................................................................................................................170 INTRODUCTION ..........................................................................................................................................................170 SET UP ENTERPRISE PORTAL PROFILES AND USERS .............................................................................................................170 ENTERPRISE PORTAL REPORTS ......................................................................................................................................172 STORE INVENTORY AT ENTERPRISE PORTAL FOR STORE ......................................................................................................173 LAB 15.1 – SETTING UP AN ART GALLERY AND STORE ......................................................................................................174 TEST YOUR KNOWLEDGE – ENTERPRISE PORTAL ...............................................................................................................178 CHAPTER 16: LOCALE SPECIFIC FEATURES .......................................................................................................... 180 FISCAL BOOKS ...........................................................................................................................................................180 FISCAL FRAMEWORK ...................................................................................................................................................181 GLS-CONS ..............................................................................................................................................................181 GLS-EE ...................................................................................................................................................................184 CHAPTER 17: RETAIL POS, STORE CONNECT & TRANSACTION SERVICE .............................................................. 185 OBJECTIVES ...............................................................................................................................................................185 INTRODUCTION ..........................................................................................................................................................185 PART I: POS LAYOUT AND RECEIPT DESIGN .....................................................................................................................185 CREATE A BUTTON GRID ..............................................................................................................................................186 CHANGE EXISTING BUTTON GRID ..................................................................................................................................189 SALES BUTTON ..........................................................................................................................................................190 PAYMENT BUTTONS ....................................................................................................................................................191 ACTION BUTTONS .......................................................................................................................................................192 MENUS ....................................................................................................................................................................193 POS DESIGN .............................................................................................................................................................195 LAB 17.1 – SETTING UP A NEW BUTTON GRID FOR QUICK SALE ...........................................................................................200 PART II: CONNECTING MICROSOFT DYNAMICS® AX FOR RETAIL HEADQUARTERS AND RETAILPOS ...........................................201 CONNECTIONS: REQUIREMENTS ....................................................................................................................................201 CONNECTIONS: SYSTEM OVERVIEW ................................................................................................................................201 ® CONNECTIONS: MICROSOFT DYNAMICS AX FOR RETAIL INSTALLATIONS ..............................................................................203 CONNECTIONS: TERMINAL INSTALLATIONS ......................................................................................................................203 CONNECTIONS: TESTING ALL CONNECTIONS .....................................................................................................................204 ® CONNECTIONS: SENDING DEMO DATA MICROSOFT DYNAMICS AX FOR RETAIL TO RETAIL POS ................................................208 PART III: SCHEDULER JOBS ..........................................................................................................................................210 SCHEDULER SUBJOBS ...................................................................................................................................................210 SCHEDULER JOB .........................................................................................................................................................212 DISTRIBUTION RESTRICTION OPTIONS FOR A JOB ...............................................................................................................214 RUNNING SCHEDULER JOBS USING THE BATCH FRAMEWORK ...............................................................................................215 RETAIL POS CONFIGURATION FILE .................................................................................................................................217 ® CONNECTIONS: UPLOADING SALES DATA FROM RETAIL POS TO MICROSOFT DYNAMICS AX FOR RETAIL ....................................219 CONNECTIONS: USE THE TRANSACTION SERVICE FROM RETAIL POS.....................................................................................221 PART IV: RETAIL TRANSACTION SERVICE ........................................................................................................................221 RETAIL TRANSACTION SERVICE: REQUIREMENTS ...............................................................................................................222 RETAIL TRANSACTION SERVICES: CONNECTION CONFIGURATION .........................................................................................222 RETAIL TRANSACTION SERVICE: SALES ORDERS ................................................................................................................223 RETAIL TRANSACTION SERVICE: SALES INVOICES ...............................................................................................................227 RETAIL TRANSACTION SERVICE: CUSTOMER VALIDATION ....................................................................................................230

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

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

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. refer to: Retail in Microsoft Dynamics AX2009 in PartnerSource (sign in needed) Page 8 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Previously. Here are the steps for setting up locale-specific item descriptions:  Go to HEADQUARTERS > ITEMS > SETUP > LANGUAGE > ITEM DESCRIPTION  Choose the language from the Language list and enter the text for the item description.Microsoft Dynamics® AX for Retail Training Manual        Loyalty Schemes Promotions Discount Offers Multibuy Mix & Match Buyers Push Assortments Language specific item descriptions You can now use the existing item descriptions in Microsoft Dynamics AX to display item descriptions in the local languages at the stores. Page 40 . the item descriptions at stores did not reflect local descriptions.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Then you can assign those to items and have the program calculate the item price for the comparison unit. or assign the variant group combination to the item itself. Either assigning a variant group combination to the retail group the item belongs to. Page 61 . The comparison unit of measure is set when you set up the store by selecting the Unit of Measure check box on the General tab. you set up comparison units of measure and the conversion factors between them. You have to do both: Assign a variant group combination to the retail group the item belongs to. ( ) b. Question How do you use comparison unit of measure? ________________ ( ) a. You can sell an item that does not have an item number registered as part of the Retail Department or a Retail group Question What should you do before creating variants? ________________ ( ) a. or assign the variant group combination to the item itself. for example the kilogram price for an item that is sold in a 200 g packages. To calculate the item price for comparison unit. ( ) b.Manual Question What is an open department sale? ________________ ( ) a. When a department opens a sale ( ) b.

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

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

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

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

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

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

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

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

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

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

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

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

the corresponding variant groups must be assigned to the retail group. field in the Retail Setup window. The Segment Num is assigned automatically to the field. 9. with the type Check Digit and the length 1. The Bar Code Mask Setup form is displayed. For further information about bar code standards please refer to GS1. color or style digits. Remember to keep the latest segment free for a check digit. 7. you can register the license number in the EAN License No. 6. colors or styles to the number of size. In the Type field select the type of the segment you want to include in the Bar code Mask. 2. like the EAN standard bar codes. 11. Page 79 . If you have your own EAN license number and are creating bar codes in your business. In the Type field. In the Length field insert the number of characters you want to have in the segment. If you are setting up a bar code mask for retail items. 8. They need to be of exactly same length. 5. The program will compare the length of No. In the Mask id field. Fill in the Description field. two style digits(SS) and the check digit(M). To set up the Segments of Mask move the cursor to the lower section of the form and press CTRL+N to create the first segment. You must set up the prefix according to the standards you are using. in Bar code for the sizes. color. Standard Bar Codes Bar codes usually follow standards. including the in-house item number . configuration and size digits respectively. Repeat steps 8 to 11 for each segment you want to set up. Before reading the examples you might want to get familiar with the possible bar code mask characters. 4. Press CTRL+N to create a new bar code mask. you select the Item option. two color digits(CC). 10.6 digits(IIIIII). select the Item option. NOTE: Prefixes for standard bar codes can be country specific. Example Here is an example of how to set up in-house bar code masks. To Set up Bar code Masks for Standard Bar codes: 1. enter the mask id. 02IIIIIICCSSM This is an EAN 13 standard bar code mask. Fill in the Type field. Click RETAIL HEADQUARTERS > SETUP > GENERAL>BARCODE MASK SETUP. 3. Fill in the Prefix field.Manual NOTE: If you want to construct a bar code mask that includes size.

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

Bar code/PLU Registration It is possible to register a bar code/PLU for a retail item. Fill in the Bar code setup field with a selected bar code mask from the Bar code Setup form to have the program check each digit of the bar code typed in against the corresponding bar code mask digit and generate missing digits according to the mask. Click RETAIL HEADQUARTERS> RETAIL ITEMS. Browse to the desired item. The Retail Items form is displayed. To Enter Bar Codes/PLUs for Retail Items: 1. If you are using variants and a bar code mask has been set up for the item or the retail group. which will represent the item at the POS terminals.Manual 4. you can let the system create bar codes automatically. 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. 3. Click SETUP > BAR CODES. 2. Page 81 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

If Total then one statement with statement lines for each tender type. Page 96 .M. you can specify that the 24-hour period ends at 3 A... 2. If Staff then it will create one statement for each staff member in the store. To Reprint Receipts: 1.Microsoft Dynamics® AX for Retail Training Manual A custom 24-hour period can be set up for the store. 3. 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. The Transactions window appears. For example. 2. Browse to the relevant transaction and click REPORTS >PRINT COPY. so that statement calculation includes transactions up until that time. This is useful for stores with high volumes of data since instead of one big statement being created and posted we get many statements split up by Terminal or Staff and thus can calculate and post them in parallel. Receipts You can reprint all receipts printed on the POS terminals in the Retail headquarters. if the store closes at 3 A. If Staff/Terminal field is checked then when calculating the statement it will create statements depending on the Statement method set up for the store as follows: 1.M. Click RETAIL HEADQUARTERS >INQUIRIES >TRANSACTIONS.

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

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

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

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

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.Manual No client is needed and the tasks can run in parallel. Two new fields on store form are used when calculating statements in the batch framework. Page 101 . If no filter is used the processes will run for all stores.

. 6.Microsoft Dynamics® AX for Retail Training Manual A custom 24-hour period can be set up for the store.M. If Total then one statement with statement lines for each tender type.. If Staff then it will create one statement for each staff member in the store. Appendix B: Setup and Configuration Retail Parameters Posting Tab: Page 102 . For example. you can specify that the 24-hour period ends at 3 A. so that statement calculation includes transactions up until that time. 5. If POS Terminal then it will create one statement for each terminal in the store. This is useful for stores with high volumes of data since instead of one big statement being created and posted we get many statements split up by Terminal or Staff and thus can calculate and post them in parallel. if the store closes at 3 A. Works the same as when the field is not checked.M. If Staff/Terminal field is checked then when calculating the statement it will create statements depending on the Statement method set up for the store as follows: 4.

Manual Store Statement/Closing Tab: Page 103 .

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

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

Microsoft Dynamics® AX for Retail Training Manual Page 106 .

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

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

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

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

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

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

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

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

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

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

2. Browse to the relevant vendor. Most of the item import setup relating to the vendor can be accessed from the Import-menu button in the Vendors form. Click ACCOUNTS PAYABLE>VENDOR DETAILS. Information concerning retail vendors is set in the Retail tab of the Standard AX vendors form in Accounts payable. This is mainly information used in the item import process. Vendors Before starting the setup make sure that the vendor from which the data is to be imported is properly set.Manual Import Setup When working with item and order import all functions relating to those tasks are accessible from the RETAIL HEADQUARTERS>PERIODIC>ITEM/ORDER CREATION Before items or orders can be processed the system needs to be set up. Page 117 . Setup can be accessed from RETAIL HEADQUARTERS>SETUP>ITEM/ORDER CREATION. To Set Up Information on a Vendor: 1. The Vendor form appears.

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

it is not possible to use this prefix for other vendors. The prefix used in conjunction with the field Use prefix for item number. This field is used in conjunction with Use vendors item number seq. = AR00001 and Ending No. However if it is not selected the item number is created using the standard number sequence for item number. Case2: If an item number is created from number series the number series should start with the prefix and the rest of the number series should be numerical.Manual item number from this vendor will get a two digit alpha-numeric prefix. The same prefix cannot be used for more than one vendor. This is the default used for Sales unit for imported items from this vendor. If this field is selected an item number is created using the number sequence specified in the Item number sequence-field. = AR99999). NOTE: By defining the Item number prefix even if it is a part of the number series. There are two cases of usage for the prefix: Case 1: If the vendor provides an item number the system will create a new item number by putting the prefix on the vendor item number. (That is: Item number prefix=AR the number series could have Starting No. (That is: Item number prefix=AB and Vendor Item No. Boolean Item number prefix String 2 Purchase unit Sales unit String String Boolean 10 10 Page 119 . This is the default used for Purchase unit for imported items from this vendor. The prefix is defined in the field Item number prefix.” = 123 then the item number created = AB123).

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

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

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

Name of size for item variant. Item bar code Vendor description of item. Additional description of item ( fabric composition). Description of style Code for the first level of the hierarchy from the vendor. Code for the second level of the hierarchy from the vendor. The vendors internal item number. Size id for item variant.Manual Fields in the Import Trans Table Here is a list of the fields in the lines (trans) table for the imported files (AX name FSHImportTrans): AX field name importedFileId VendorItemId ItemBarCode ItemName Name Imported file id Vendor Item Number Bar code Item name Fabric composition Invent size name Invent size id Invent size text Invent color name Invent color id Invent color text Invent style name Invent style id Invent style text Vendor Hierarchy Level 1 Vendor Hierarchy Level 2 Type String String String String Width 10 10 80 30 Description Unique number for the imported file. Style id for item variant. String 10 fabricComposition InventSizeName InventSizeId InventSizeTxt InventColorName InventColorId InventColorTxt InventStyleName InventStyle Id InventStyleTxt String String String Memo String String Memo String String Memo 30 30 10 vendorHirarchyLevel1 String 10 vendorHirarchyLevel2 Page 123 . Description of color 30 10 Name of style for item variant. Description of size 30 10 Name of color for item variant. Color id for item variant.

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

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

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

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

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. When the line is error free the error description is cleared and the line is unmarked and can be created in the Item Table (Invent table).Microsoft Dynamics® AX for Retail Training Manual The same mandatory check setup applies for all lines in the item import journal. The error check routine is automatically run for the journal after the import and also if any field is modified in the import journal. 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. The entire journal is checked for errors at a time. 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. An infolog is displayed if not all the conditions in the mandatory setup are met. After an item is created. Recalculate Salesprice This function recalculates the sales price in all lines in the journal using the steps described above. it is good practice to check the items using the FUNCTIONS >ERROR CHECK button. Error Check This menu option allows the user to check the current journal for errors. If an error is found during error checking the line is marked with a red flag and an error description is written to Log tab. Page 128 . Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called.

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

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

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

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

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

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

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

only the lines for the selected item and it´s variants or only the line for the selected variant. Page 136 . 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. An alternative way to start the cross docking process is to select Create cross docking under the Functions button on the Purchase order form (FUNCTIONS > CREATE CROSS DOCKING). This will call the Update lines form directly and initialize the location field with the value set in the location field on the Retail-tab on the purchase header. It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. 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.Microsoft Dynamics® AX for Retail Training Manual Here it is possible to choose to have the calculation work on all the lines in the purchase order.   If the 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. By making changes either here or on the cross docking form the journals are automatically updated. Item and Variants or Item and current variant. This is done by clicking on Select all lines.

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

Buyers Push 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 . In the locations-grid all warehouses marked as stores are displayed.Microsoft Dynamics® AX for Retail Training Manual Buyers Push The buyer’s push is used to distribute items from a warehouse to the stores. The quantity on hand for the selected warehouse is displayed in the grid along with the quantity set for distribution. Buyers Push Form The Buyer push form can be accessed from the Retail Items form under FUNCTIONS> BUYERS PUSH and from RETAIL HEADQUARTERS>PERIODIC>REPLENISHMENT>BUYERS PUSH.

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

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

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

Enter all in the Packing slip number field Page 142 . Close the Planned cross docking form 3. In the same purchase order. Processing cross docking a. In the same purchase order click Posting > Packing slip b.Microsoft Dynamics® AX for Retail Training Manual 2. in the upper pane click button Functions > Cross docking b. View cross docking 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. size and style group lines? _________________________ ( ) a. Page 143 . Click OK Now the system has automatically created transfer orders to the stores to distribute the ordered quantity. The most popular or common variant.Manual c.

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

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

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

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

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

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

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

Manual You will notice that the Distribution Group entry STORES is marked as a Default group. The POS Terminal form will appear. Retail Terminals You can access the POS Terminals window by clicking RETAIL HEADQUARTERS>SETUP>STORES>POS TERMINALS. then the Distribution Subgroup entry S0001 marked as Group is dist location and finally You can see that the Distribution Member entry S0001. Page 151 . The Distribution List window appears. You can access the Distribution List window by selecting the Distribution Location record and clicking SETUP>LOCATION DISTRIBUTION. Here we can see that the Distribution Locations Distribution Group and the auto generated Distribution Subgroup have been set in the Distribution List entry. 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. You can access the automatically created Distribution Location form by clicking RETAIL SCHEDULER>DISTRIBUTION LOCATIONS. Page 152 .Microsoft Dynamics® AX for Retail Training Manual The form contains various copy functions that allow you to copy the whole pos. only filed definitions. Here we can see that terminal 0410 has been created and assigned to store S0004. The Distribution Location form will appear. The distribution location for this terminal has been created automatically by the system.

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

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

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. for item 0093. Scenario – Distribute the new item only to store 10 Peter. 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. Step by Step . Once we have climbed to the top of the hierarchy we expect to find information on how the table should be distributed. 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. Peter needs to set up a trade agreement. There are a few fields here that are of interest. Linked actions on update and Linked actions on delete. active only for store 10. But since we want to distribute the trade agreement selectively we need to convert the Trade Agreement Preaction to an Action. The Store Group Member table can be linked to the Store Group (RBOStoreGroup) table via the Group Id which is common to both tables. Retail scheduler> Setup > Table distribution b. This data is stored in a table called Distribution List and is available for most tables in Retail AX – more on that later. signifying a price. Select Tree control checkbox Page 155 . the marketing manager for Adventure works decides to change a price in store 10 only. 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. a. Lab 12. Before we continue we need to take a look at how the tables in the hierarchy are linked together. notably the Linked actions on insert. because nearby competing store offers a discount for the same item. On the right side of the window on the General tab you will see numerous fields. And remember that if no entry for the table in question is found in the Table distribution setup we simply send it to all locations. You will notice that the first entry is linked to the root node Price Group (PriceDiscGroup). We also see that the second Trade Agreement table is as top node. So what happens if we change a table. These fields are used to generate actions on tables that are below the table in the hierarchy. Determine how prices are distributed. In order for tables to be linked they need to have some sort of relation.Manual to figure that out.Store-specific price definition 1.1 – Store-specific price change. it is possible to create multiple relations between two tables. 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. For the default configuration PriceDiscGroup is set to All distribution locations and PriceDiscTable is set to By distribution groups.

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

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

Replicate the changes. Log into POS b. Close Actions form 4.00 i. Click Yes 5. Verify that the price excluding sales tax is 25. 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. using A-1040 job a. Add item 0093 to sales transaction c. Select job A-1040 c. Retail Scheduler > Common forms > Scheduler jobs b. Click Functions > Run retail scheduler job directly d. Page 158 .

What Actions to use ( ) b. ( ) b. Which records have changes. Question Can a group have more than one subgroup? ( ) a. The store will inherit the distribution groups marked with default group. Question When creating a store. Which records have changes. which user changed the records but nothing more. Yes. No ( ) c. Question What do Preactions tell you? ________________ ( ) a. ( ) b. It depends on how the system is configured. You have to set distribution groups manually unless you have chosen the Automatically set up distribution group option.Manual Test Your Knowledge  Table Distribution Question In case of no rules being specified in the Table Distribution setup window what does the system assume? ___________ ( ) a. 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. That no data will be sent until it has been defined where it should go. 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. ( ) b. which user changed the records. That all data should be sent to all locations. Page 159 . the time and date when the change took place and any other information on the records changed that are available. ( ) c.

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

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

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

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

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

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

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

Page 172 . you must set up the reporting batch jobs that are used to generate these reports. 3. Select the retail user profile that you want. Click Retail Headquarters > Setup > Reporting batch jobs. In Retail Headquarters. 2. Check Batch processing and fill in Batch group. Click Recurrence to set the interval you would like to the jobs to run. Repeat steps 2 through 5 for the other users assigned to the three retail profiles. Click the report scheduler job that you want to set up. View the Role Center for a Retail User Profile 1.Microsoft Dynamics® AX for Retail Training Manual 6. Click View Role Center. 1. Things to watch out during the setup of Enterprise Portal reports:  For the Enterprise Portal reports to work SQL Server Reporting Services must be installed and the batch server configuration must be completed.  A batch job is not needed for the year-to-year sales data report. Enterprise Portal Reports The following HQ reports are available on the Enterprise Portal:  Sales by hour  Sales by staff  Sales by item hierarchy  Sales performance  Year-to-year sales data These reports are updated by using the standard batch framework in Microsoft Dynamics AX. Click Administration > Setup > User profiles. 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.Microsoft Dynamics® AX for Retail Training Manual f. Retail Headquarters > Periodic > Replenishment > Purchase order Test Your Knowledge – Enterprise Portal Question What are some of the benefits of using Enterprise Portal? a) Back office info available via a browser b) Perform store inventories c) Timely reports d) All of the above Question Before you can use Enterprise Portal. Verify that the Purchase order Status is Received a. Click Functions > Post h. you need to a) Set up EP profiles and users b) Map users to the profiles c) Set up batch jobs d) a & b Page 178 .

Manual Question List some of the reports available on the Enterprise Portal: _____________________________________________________ Question What are the store inventory tasks can you perform on Enterprise Portal? a) Perform a Stock Count b) Receiving a Purchase Order c) Picking d) All of the above Page 179 .

1. and then click Next to complete the wizard.  Posting tab. Click New to open the Fiscal Books Integration Wizard. Click Administration > Periodic > Fiscal books > Job Manager.  General tab.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. Cupom fiscal lines. fill in the CFOP field with 5. and then click Next. e. In the Fiscal group field. and then click Next. Fiscal document type field . Z Report data. and Nota fiscal lines check boxes. c. 3. d. Set up special fiscal document types for retail transactions: Go to Basic > Setup > Brazil > Fiscal document types.  Posting tab. confirm that the correct Default type of establishment has been selected for retail customers. Type a name for the job. select Fiscal Book/SPED Fiscal. Fiscal Books Fiscal Books are only applicable for Brazil. such as Retail. Page 180 . select the ECF Master data. Set up Retail HQ parameters: Go to RETAIL HEADQUARTERS > SETUP > PARAMETERS. b. Set up a fiscal books job for reporting sales information: a. In addition to the check boxes for any other information that you want to send. 2.select the posting fiscal document type created in step 1.102.

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

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

Page 183 . 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. there are fields available only for India: Under Replenishment you will see Default transfer type and Default price type.

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

Other optional components are the logo box. 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. totals box and five different button grids. PART I: POS layout and receipt design The POS layout consists of different components that can be used to create different layouts depending on stores. position of terminal within store and staff privileges. 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. item id. Button Grids Page 185 . Retail POS Toolbox which comes with the Microsoft Dynamics AX for Retail. Some troubleshooting will also be included. any other number value) component. customer information box.Manual CHAPTER 17: RETAIL POS. message box. The components that are always used are the receipt component and the number entry (barcode. 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. STORE CONNECT & TRANSACTION SERVICE Objectives After completing this chapter. In Part III the scheduler jobs used to replicate the data between the systems will be explained.

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

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

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

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

. The images below displays different types of button grids. By default the system searches by Item name.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. Depending on configuration in fuctionality profile the button will always sell one unit of the item and each click on the button will add another unit of the item to the number of items sold. Sales Button A Sales button is a button that directly sells a particular item. This will move the search area to that column.. but should the user wish to Item number or Item group. Selecting Items Select ItemSale in the Action lookup to create a Sales button. Page 190 . he can simply click in the relevant column in the list. This will open up a window where you can search for items.] button beside the textbox marked Barcode. You can scroll up and down in the list by using the buttons to the right in the window and/or search for a text-string. This allows you to select the item that the button is supposed to sell by clicking on the [.

Page 191 . These tender types must be configured in Microsoft Dynamics AX for Retail. 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. To return to the full item list you click on the Enter button with the search string field empty. When you have located the item you searched for. a window displaying all the barcodes will appear and the user must select one of them. click on Select or double-click the item name in order to select it.Manual The search window will look for all strings that contain the text that was entered so it is not necessary to enter an asterisk (*) if you are only looking for a part of a string. In case there are more than one barcodes representing the item. 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. the tender type to use must be selected. 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.          Pay Card – Opens a window that prompts for information about the card to be used for payment Pay Cash – Opens a window where the user can enter the amount to be paid Pay Cash Quick – The customer pays with the exact amount. and you must also select the tender types that should be available in each store. For a payment button to function correctly. Payment buttons In order to create Payment buttons you must select the relevant Tender type in the Action lookup list.

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

Page 198 .Microsoft Dynamics® AX for Retail Training Manual To edit receipt layouts perform the following steps: Retail headquarters > Setup > POS > Retail POS > Form layout Click Designer button Header design will be automatically selected: To edit the lines of the receipt. click Lines in the left navigation pane.

Manual Page 199 .

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

Although the Business Connector. Use setup and deployment guide for full instructions. 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.Manual PART II: Connecting Microsoft Dynamics AX for Retail Headquarters and RetailPOS This section will start with a short description of each component that is needed for this to work properly. Connections: Requirements Before starting. for the purpose of this manual these applications will be set up on the same server.NET Business Connector installed on same 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. . Make sure that the server computer meets the requirements for the Dynamics AX installation as described by Microsoft. the following needs to be installed or checked. . Server   Standard Dynamics AX 2009 installation on a server.

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. Retail POS Transaction Service Page 202 . This enables access to data within Microsoft Dynamics AX from external programs such as Retail Store Connect and Transaction Service.Microsoft Dynamics® AX for Retail Training Manual AX for Retail Business Connector Store Connect AX for Retail Database Retail Transaction Service Retail POS Terminal Retail POS Retail POS Database Store Connect Update Services Ax Client Dynamics Ax Client Retail POS Toolbox AX for Retail AX for Retail is developed on top of the Microsoft Dynamics AX system and its code resides in the SL1 layer. 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. Business Connector The Business Connector acts as a Microsoft AX Client but without a user interface.

sales orders. Connections: Terminal installations Installing Retail Store Connect      Install Retail Store Connect and let all settings remain on default values. Run Store Connect Settings as Admin (go to START MENU> MICROSOFT DYNAMICS AX 2009 _> RETAIL STORE CONNECT>STORE CONNECT SETTINGS) The Store Connect settings dialog will by default have the computer name as a Server name. Getting customer balance. Remove any current service before clicking on Add. On the pop up screens. Microsoft Dynamics AX for Retail client represents the user configuration. the store.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. Connections: Microsoft Dynamics AX for Retail Installations For Microsoft Dynamics AX for Retail Installations Setup and deployment guides should be used. Retail POS Terminal Retail POS is a POS system which is fully integrated with Microsoft Dynamics AX for Retail creating a powerful end-to-end retail solution. The terminal is where the POS software is installed along with database and in some instances the Retail Store Connect. 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. item master and similar. This can be changed to be any name. AX Client Following are some explanations of the different components of the picture above including Microsoft Dynamics AX for Retail Client. fill out the following: Page 203 . sales invoice information and so on. The Retail POS connects to the Retail POS Transaction Service which gets any information needed or performs any actions necessary through the Business Connector.

A new database will be created.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. Note: this user account needs to also be an AX user. and a name for the database to be used as the storage for the “Store Connect” messages. leaving the default settings as is and finish the setup Start the service “Microsoft Dynamic AX for Retail Store Connect xxx”. o Service accounts . click on OK.   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. Terminal overview Retail POS Terminal SC-TERMINAL Store Connect Retail POS Retail POS Database Local System account can run the SC on the Retail POS terminal Connections: Testing all connections In this section all connections will be setup and tested.Microsoft Dynamics® AX for Retail Training Manual o Message Database .  Assign AOS profile to the distribution location for HQ  Assign the DB profile to the distribution location for the POS terminal Page 204 . On the Server.provide the user name and password for running the Service. 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.

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

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

Note that connecting to the Headquarters can often take a couple of minutes when connecting for the first time. o Make sure that the Terminal can ping the Store Connect (SC) Server name: Connection overview By now all connections except the Transaction Service connection should have been successfully tested. Page 207 . Click button OK in the dialog that comes up If the connection was successful a message will come up saying how long the testing took. This is the list of locations to which the Headquarters Retail Store Connect will send the data to. assign the AOS profile Select FUNCTIONS>TEST CONNECTION WITH RETAIL STORE CONNECT. Make sure that all distribution locations for store and terminals are in the list. Go to General tab. 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.Manual          Select Distribution Locations Select Location HO – Headquarters Click button SETUP>DEFAULT INCLUDE list.

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

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

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

 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. For the By Action replication to work. 7. e. Normal replicates all records from the source table to the destination table.Replication method value By actions is selected. 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. In the Setup tab:  Replication .Manual 6. By Action scheduler subjobs To create a By Action scheduler subjob the same instructions apply as in the previous section with two exceptions: 1. NOTE: Very important: Do not add the DataAreaId field to this list If no fields are in the To Field list then:  Click RETAIL SCHEDULER>LOCATIONS>SELECT LOCATION 0001> CLICK BUTTON SETUP>LOCATION TABLES  Find the table in the list  Click button Location fields  If the dialog is empty then close it again  Make sure the correct table is selected  Click button FUNCTIONS>READ FIELDS WITH STORE CONNECT. a Preactions Scheduler job has to be set up in the Scheduler itself (RETAIL SCHEDULER>SCHEDULER).  Click button Location fields again  The fields should have been read from the database.g. a store is assigned to a store group) since the last replication occurred. Click OK in the dialog displayed.  Select Insert and Enabled  Replication method There are two different replication methods. Normal and By Action. By Action replicates only the records that have changed (including associations. 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. This job creates actions to be sent to the destination tables out of the Page 211 .

Other configuration is also needed for this to work properly but this should not be changed by the user but rather use what comes configured with Microsoft Dynamics AX for Retail for Retail setup. All Preactions that have not been converted yet can be viewed by clicking button ACTIONS>PREACTIONS. In the General tab change the following fields:  From Location – Use current location: Select true  Distribution – Distribution restrictions: Default include list  Subjobs . Page 212 . Scheduler Job Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER JOB. 6. Enter a Job number and Description 3. 8. In the Object setup tab change the following fields:  Application object – Type: Class  Application object – Name: DRMReplicationJob_DataDirector 5. Click SETUP>DEFAULT INCLUDE LIST and make sure that locations the data should go to is included in the list. 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. 2. Create a new Scheduler job by clicking CTRL+N. To create a new Scheduler job takes the following steps: 1. 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.Subjobs defined by job: Scheduler job name 4.Microsoft Dynamics® AX for Retail Training Manual actions created in the Axapta database. 7.

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

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

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

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

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

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

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

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 .

The POS itself never accesses the central database as all database access is done via the Transaction Service. which then accesses the remote database in order to read or update the necessary data. 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 . sales orders and sales invoice information and so on. Click button Transactions to view sales lines and payment lines on the transaction. Then you should see the sales that were made. 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. 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. PART IV: Retail Transaction Service Functional Overview The data architecture for the Retail POS system is offline architecture. The Retail POS Transaction Service solves these kinds of problems by allowing the POS to access a central database in order to retrieve or update information.Manual      Wait for about a minute Go to RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS The first transaction should be a Logon transaction. 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. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. 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. This information can change throughout the day and keeping it up to date on each and every POS is a daunting task. The Transaction Service is a service that acts as an agent for the POS.

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

The settings are configured in the central Microsoft Dynamics AX for Retail database and then replicated to the POS Terminals. No other Transaction Service configuration is needed. 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. Page 223 . The Sales Invoice operation allows paying for the sales order that has been created and invoiced in Microsoft Dynamics AX for Retail. Configuring Microsoft Dynamics AX for Retail AX User Settings Microsoft Dynamics AX for Retail user running the Transaction Service needs to be a part of an AX user group that has permission to do the following:   Use and post the payment journal that has been chosen in the Microsoft Dynamics AX for Retail Headquarters parameters for POS payments Post sales orders Transaction Services Settings The Retail POS Transaction Service needs to have been configured. A sales order may be for products and/or services for instance a furniture store where the customer orders the items at a consulting counter and not at the POS. The Retail POS gets information about sales orders through the Transaction Service that is the POS itself does not store any information about the sales orders. For Connection parameters see PART I on Transaction service.Manual </configuration> These configuration parameters need to be present on each POS terminal that should connect to the Transaction Service. Retail Transaction Service: Sales Orders Functional Overview The sales order is an order received by a business from a customer. Payment Journal Settings Payment journal settings need to be set for Sales order payments to be processed accurately through the Retail POS Transaction Service.

 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. Create Buttons on the Till Layout To have access to the Sales order operation a button needs to be added to the Till layout. Using the operation in Retail POS   Start the Retail POS application If the application is already running then log off and then log back on.    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. 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. (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. Page 224 .

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 .

Microsoft Dynamics® AX for Retail Training Manual Pre-Payment When sales orders are created a prepayment amount can be decided. This is the minimum amount that needs to be paid before the sales order is processed. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Retail Transaction Service and the sales order balance amount is reduced or increased by the amount that has been prepaid. To pay the prepayment amount click the button Prepay sales order and the prepayment amount is added to the transaction. Page 226 . 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.

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.Manual To pay the total balance click on the button Get sales order and the entire balance of the sales order is added to the transaction. The Picking List contains the details of the ordered items. 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. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Transaction Service and the Sales order balance amount is updated. Create Picking List and Create Packing Slip The buttons Create Picking List and Create Packing Slip on the Sales order dialog trigger a printout within Microsoft Dynamics AX for Retail using the Transaction Service. Retail Transaction Service: Sales Invoices Functional Overview Page 227 . It includes an itemized detail of the package contents and may or may not include customer pricing.

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. Configuring Microsoft Dynamics AX for Retail AX User Settings Microsoft Dynamics AX for Retail user running the Transaction Service needs to be a part of an AX user group that has permission to do the following:   Use and post the payment journal that has been chosen in the Retail Headquarters parameters for POS payments Settle transactions Transaction Service Settings The RETAIL POS Transaction Service needs to have been configured. No other Transaction Service configuration is needed.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. indicating the products.     Click on RETAIL HEADQUARTERS>SETUP>PARAMETERS Select Prepayment tab Select Name Select Ledger Account.  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. 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.

Using the Operation in Retail POS       Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Select Customer Click on button Sales Invoice The Sales Invoice selection dialog will be displayed 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.

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

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. From this information it is obvious that customer number 3000 can only charge for $1500. Increasing the credit limit to $1750 would enable to transaction to be completed. Using the operation in Retail POS On the Retail POS side generate a transaction of more than 1500 and charge it to customer 3000 Since the amount $1750 exceeds the $1500 credit limit by $250. Charging for more will raise an error in Retail POS.Manual   Set the Credit limit to any value Check the Mandatory credit limit check:  Click on ACCOUNT RECEIVABLE>CUSTOMERS to view the current balance on each customer.

For further information on how to create button grids and Till layouts please see Part I. 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. This is convenient when an item does not exist and the customer wants to know in which store the item can be found. Test the Transaction Service connection. Create Buttons on the Till Layout To have access to the Inventory lookup operations a button needs to be added to the Till layout.  Add a new button with Action Inventory Lookup Page 232 . 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. 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. The Transaction Service will return the stock level for the item in each location.

Using the operation in Retail POS      Start the Retail POS application If the application is already running then log off and then log back on. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Click on the button Inventory Lookup The Inventory Lookup dialog will be displayed Page 233 .Manual Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal.

but not serial numbers or units of measure. This can be done with the POS register online or offline. The inventory status of other stores within the chain will be displayed in the list: Retail Trasaction Service: Stock Counting Functional Overview Basic stock count can be performed in Retail POS by using a scanner or by entering the item information manually. if needed. and press the Enter button. the items status will be displayed at the top of the dialog. and select an item from the list. 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.  Click on the Search button. Page 234 . If the item is found. 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. Note: scheduled or basic stock count can be performed by using Enterprise Portal via a browser and an Internet connection.Microsoft Dynamics® AX for Retail Training Manual Use either one of the two methods:  Type in an item number. You can suspend the stock count and resume at a later time.

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

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

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

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

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

Microsoft Dynamics® AX for Retail Training Manual Tab General General General Field Name Name on receipt Blocked Description The name of the cashier The name as it appears on the receipt Checked if the cashier should temporarily not be able to login (online check) The password to be entered Whether the cashier should be allowed to log in to multiple terminals at any given time (online check) Personal Privileges Password Allow multiple logins  Set necessary Privileges. defined on Privileges tab   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal Page 240 .

printing a certificate and so on. Retail Transaction Service: Credit memo (Credit voucher) Functional overview A Credit memo or a Credit voucher is a document that acknowledges a liability and provides authorization to pay the debt. No other Transaction Service configuration is needed. In order to be able to log off. the POS returns to the log in state.Manual Using the operation in Retail POS     When the POS starts. but when activated. Credit Memo Number Sequence    Go to RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Number sequences Set the number sequence for Credit voucher Number Page 241 . make sure that a button with the Log off functionality is available. Please note that in this document we will always refer to Credit memo but in the Microsoft Dynamics AX for Retail it is called Credit Voucher. The Log off function can only be pressed if the transaction is empty. Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. 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. When creating credit memos on the Retail POS a request is sent to Microsoft Dynamics AX for Retail through the Retail POS Transaction Service and the creation of the credit memo is done on the Microsoft Dynamics AX for Retail side and the information is sent back to the POS and it can continue with the sale that is payment. Configuring Microsoft Dynamics AX for Retail For credit memos to be properly created and used a number sequence needs to be created and some tender type configurations need to be set. the user is prompted with the following window: Login with the user ID and the password as provided in the steps above. A voucher is never sold but only issued under circumstances when a customer can claim that he has valid reasons for getting one.

 Add a new button with Action Issue Credit Memo. Pay Credit Memo  Create a button on the Till layout pay with a gift card RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID      Either select an existing button grid or create a new one.  Set Change tender to Cash (or any other tender type you want). The Pay with Credit Memo button will work in two ways: If the transaction is a negative or return action a credit memo will be issued If the transaction is a positive number then the cashier will be asked for a credit memo id to use as payment.  Minimum change the minimum balance that can be on the credit memo before giving the customer the change back and invalidating the credit memo. Page 242 . 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.  Select the General tab and set Operation id to 213 (Pay Credit memo)  These steps have to be repeated for every store that is being used Create Buttons on the Till Layout To issue and use credit memos buttons have to be added to the Till layout. Issue credit memo Create a button on the Till layout issue a gift card RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID  Either select an existing button grid or create a new one.

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 Issue Credit Memo button will. A dialog asking for the credit memo number will be displayed Enter the credit memo number 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. as the name implies. Send the updated values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. Click on the button Get The Credit memo amount will be displayed in the dialog    Click on the button OK Go into RETAIL AX>RETAIL HEADQUARTERS>INQUIRES>CREDIT VOUCHERS The credit memo created previously will now have Applied as true and if the credit memo balance was not used up a new credit voucher was issued. 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. simply issue a credit memo for the amount that the store owes the customer within the transaction. Retail Transaction Service: Gift Card Functional Overview Page 243 .

click Task/Issue Gift Card Scan the gift card or type in a number in the Gift card number box. Customers also spend more when there is balance left on the card. check Gift Card balance. At POS terminal there are four operations: issue a Gift Card to the customer.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. or allow the customer to pay with a Gift Card. Add Balance to Gift Card 3. 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. It is beneficial to the retailer as then the gift card recipient has to come to the retailer to redeem the card. Using the Operation in Retail POS There are four main functions on the Retail POS: 1. Gift Card Create a button on the Till layout  RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID  Either select an existing button grid or create a new one. Customers can purchase and give gift cards to friends and family. Check Balance on Gift Card 4. Page 244 . Issue Gift Card 2.  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. add balance to Gift Card. Redeem a Gift Card     Issue a Gift Card At POS. 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.

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

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

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

Microsoft Dynamics® AX for Retail Training Manual The firewall allows connections on the Transaction Service port Conclusion Getting to know and having overview of the design and functionality of the Retail POS is important in order to get the utmost of the functionality of the POS and the interaction of the POS and the POS settings in the Microsoft Dynamics AX for Retail. Having an overview of the data replication and communications between the two systems is equally important in order to get the idea of how the system as a whole will work in a customer environment. Page 248 .

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

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

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

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

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

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

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

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

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