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

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

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 .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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

complete the following tasks. Lab 4. therefore. Certain setup is mandatory. Depending on how you want to structure your business. Staff members. Order 1 2 3 4 5 6 7 8 9 11 12 13 14 15 16 17 Task/Overview Setting Up Stores Defining Statement method Assigning No.Manual Checklist for Store Setup When you set up a store in Retail headquarters. you must enter certain information before you can start using the store. setting up Functionality Profiles. the setup can vary from one store to another.1 – Setting Up a new Store Step by Step – Setting Up a New Store Page 31 . 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. and so on. those tasks are not mentioned in the checklist. Note that is has been assumed that certain tasks have already been carried out in the Retail Setup. For setting up stores in Retail headquarters. other is optional. For instance.

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

The store calculates statements using the POS Terminal Statement method. 13. Set up Cash Declaration for the store by copying the cash declaration from Store 10. (Setup > Cash Declaration).Manual 6. Choose rounding account 60815 and set the Maximum Rounding Amount to 0. On tab Tender type. 10.  Shift = 5. Test Your Knowledge  Store Setup Question Can you have multiple stores in the Retail headquarters system? ___________ Page 33 .  Transactions = 5.01. Set up the Tender types for the store by copying tenders from the Store 10 (Functions > Copy tender to store). set Remove/add tender = 04. The store closing method is Date and time. Set up the Default customer to 1037 11. 7. Set the maximum amounts for difference using the following parameters:  Posting = 5. 9. 12. 8.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

you can let the system create bar codes automatically. To Enter Bar Codes/PLUs for Retail Items: 1.Manual 4. 3. Page 81 . Click RETAIL HEADQUARTERS> RETAIL ITEMS. Fill in the Bar code setup field with a selected bar code mask from the Bar code Setup form to have the program check each digit of the bar code typed in against the corresponding bar code mask digit and generate missing digits according to the mask. Bar code/PLU Registration It is possible to register a bar code/PLU for a retail item. If you are using variants and a bar code mask has been set up for the item or the retail group. 2. The Retail Items form is displayed. Click SETUP > BAR CODES. Browse to the desired item. which will represent the item at the POS terminals. NOTE: The Bar code setup for bar codes with price or quantity/weight must be set to No bar code in order to avoid the system to refuse the bar code.

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

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

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

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

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

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

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

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

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

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

Browse to the relevant statement. 3. If the Statement method is Staff. 2. Click FUNCTIONS>CALCULATE STATEMENT. If the Closing method is POS Batch. Page 92 . To Calculate Statements: 1. it creates a line for each tender type in the transactions. When you calculate a statement. By default the range will include all transactions until end of the day the statement was created. the system will only include transactions that are part of a closed POS Batch. the program does the following: 1. Click RETAIL HEADQUARTERS>JOURNALS>OPEN STATEMENTS. By default the range will include all POS Batches that are closed before the end of the day the statement was created.   If the Statement method is Total. It is also possible to filter on a specific terminal or a specific staff member depending on the statement method that is used.Microsoft Dynamics® AX for Retail Training Manual Calculating Statements When you have created a statement you need to calculate the statement. 4. click Yes. for each staff member it creates a line for each tender type in transactions performed by the staff member. When prompted with a message. 2. It calculates the total tendered amounts from the transactions and inserts the results into the statement lines. The user can also define a date and time range for the closed POS Batches.   If the Closing method is Date and Time. the user can define a date and time range. It finds all transactions for the store selected in the statement that do not have a statement number and are within the range defined by the closing method and marks them with the statement number.

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

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

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

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

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. From the posted statement you can view the retail transaction that have been consolidated into the statement and also the General Ledger transactions (revenue. sales transactions and tender declaration. 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. The POS Batch also includes summarizations of various amounts from the included transactions. tax and other transactions) created as part of the statement posting. POS Batches are used in statements when the closing method is POS Batch. POS Batches are created on POS and include transactions that belong together like opening amount. 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. The summarizations can be viewed in the Details tab and the included transactions from the Inquiry button. Page 97 .

Posting sales at the POS. Lab 8.1 – Posting a statement for store 10 Posting Statements Megan. Enter 0001 into Bar code or quantity field d. Click the Save icon.Statement posting 1. Step by Step . Start Retail POS Desktop > Retail POS b. Click the New icon. Click Manager b. Click Exact button 2. Click Yes g. Select S0010 from the Store number drop down c. Conclusion There are many useful tools and procedures that the Store owner can use for end-of-day procedures. viewing transactions and managing statements in many different ways. Closing the batch at the POS. a. Click Close Batch c. Retail Headquarters > Journals > Open statements b. Log in with operator ID 20001 and password 456 c. a. Select Job number P-1001 a. In the lower grid set field Counted to be equal to Transaction amount field Page 98 . In Microsoft Dynamics AX for Retail go to Retail scheduler > Common forms > Scheduler job b. Click Exact button e. a. Calculate and post the statement a. By selecting the ideal settings for each store the best results should be accomplished. d. the store manager of Store 10 needs to create a statement at the end of the day. e. Click Functions > Calculate statement f. Click Yes 3. Pull transactions from POS to Microsoft Dynamics AX for Retail.Microsoft Dynamics® AX for Retail Training Manual Z-Report for a batch can be printed from the POS Batches form. Click Yes c. Enter 0002 into Bar code or quantity field f. Click Functions > Run Retail Scheduler Job directly b. Close Scheduler Job form 4.

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

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

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

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

Manual Store Statement/Closing Tab: Page 103 .

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

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

Microsoft Dynamics® AX for Retail Training Manual Page 106 .

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Date of last change. Name for the fourth level of the hierarchy from the vendor. Name for the third level of the hierarchy from the vendor. Tem of last change. Code for the first level of the hierarchy from the vendor. Name for the first level of the hierarchy from the vendor. Name Vendor account Hierarchy Level 1 Hierarchy Level 2 Hierarchy Level 3 Hierarchy Level 4 Level 1 Name Level 2 Name Level 3 Name Level 4 Name Retail group Name Modified date and time Modified Time Modified by Type String String String String String String String String String String String Date Time String 10 Width 10 10 10 10 10 30 30 30 30 10 30 Description Vendor account number. The ID of the user who last changed the Page 121 .Manual Fields in the Item Import Vendor Hierarchy Setup Table Following is a list of all the fields in the Item import vendor hierarchy setup table. Name for the second level of the hierarchy from the vendor. Code for the second level of the hierarchy from the vendor. Code for the fourth level of the hierarchy from the vendor. Code for the third level of the hierarchy from the vendor. Retail group id Name of the retail group.

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

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

Code for the fourth level of the hierarchy from the vendor. ID of the user which imports the file into the journal. This is the vendor purchase price. This ID will also be kept in the posted vendorHirarchyLevel3 String 10 vendorHirarchyLevel4 Vendor Hierarchy Level 4 String 10 seasonCode PurchUnit SalesUnit Season Code Purch unit Sales unit String String String 10 10 10 PurchPrice Vendor Purchase Price Decimal suggestedRetailPrice level1Name level2Name level3Name level4Name Suggested Retail Price Level 1 Name Level 2 Name Level 3 Name Level 4 Name Vendor account num Decimal String String String String String Imported by User ID String 20 Page 124 . Description of the Vendor hierarchy level 4. Description of the Vendor hierarchy level 2. The sales unit for the item. Number of the vendor holding the item. This is the suggested retail price in the vendors currency determined by the field Currency code on the Retail tab in the vendors form 30 30 30 30 10 Description of the Vendor hierarchy level 1. For Debenhams Items this field is stored in the Description 3 of the Item. 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. Vendor’s code of the season the item belongs to. The purch unit for the item. Description of the Vendor hierarchy level 3.

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

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

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. it tries again without the Retail department Code. Not blank or Blank can be used. If a record was found in the Vendor Sales Price Margin table using this method. It uses the Vendor No. Business Code. then without the Division Code. Division Code. If such a record does not exist. The field called Check for is an option field and all the options are shown. 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. 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. you select the Mandatory check setup form to set up a mandatory check for the journal. This is then multiplied with the Fixed Exchange Rate from the Item Import Vendor Setup table. If a selected field in the item import table is code or text. List of fields in the item import journal lines can be defined in the Mandatory check setup. Page 127 .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. value must be specified. If the Option in the Check for column is Constant or One of. Not zero and Zero can be used. Check the Vendor Sales Price Margin Using the Vendor Purchase Price If the sales price has not yet been found and the Vendor Purchase Price is filled out in the Item Import Journal. then without the Retail group Code. If the selected field is numeric. then without the Business Code. Mandatory Check Setup Under the Functions button on the Item 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. Recalculate Salesprice This function recalculates the sales price in all lines in the journal using the steps described above. 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). If an error is detected an infolog window is displayed listing all errors. If an error is found during error checking the line is marked with a red flag and an error description is written to Log tab. For convenience there is a filter which can be used to display error lines only or all lines. 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. Page 128 . After an item is created. The error check routine is automatically run for the journal after the import and also if any field is modified in the import journal. Error Check This menu option allows the user to check the current journal for errors.Microsoft Dynamics® AX for Retail Training Manual The same mandatory check setup applies for all lines in the item import journal. An infolog is displayed if not all the conditions in the mandatory setup are met. Firstly the fields to be checked are chosen in the Mandatory check setup form and then the error check is called. The entire journal is checked for errors at a time. it is good practice to check the items using the FUNCTIONS >ERROR CHECK button.

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

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

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

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

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

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

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

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. An alternative way to start the cross docking process is to select Create cross docking under the Functions button on the Purchase order form (FUNCTIONS > CREATE CROSS DOCKING). It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. If the replenishment rule is not found in the service category then the system will check for a replenishment rule defined on the retail group or retail department for the items. This is done by clicking on Select all lines. 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. By making changes either here or on the cross docking form the journals are automatically updated. Page 136 .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. only the lines for the selected item and it´s variants or only the line for the selected variant. From there the user can select to calculate the lines and create the transfer orders. Item and Variants or Item and current variant.   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.

for example to the location Store1 then this location is set on the location field in the purchase header and subsequently used when the cross docking is performed. The Sales date is the number of days added from the item arrives in the store until it can be sold in the store. Cross Docking using Fixed Quantity for All When using the Fixed quantity for all the item quantities will be distributed equally amongst all the applicable locations. 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. Page 137 . If the cross docking warehouse is the same as being used for the planned purchase no cross docking is performed. If an item is being purchased. If a Cross docking warehouse is defined for a service category an automatic cross docking operation is performed when firming a planned order from the master planning system.Manual Cross docking Using Location Weight When using the Location Weight the items quantities will be distributed based on the weights set up for the warehouses being distributed to. In this form a service category can be defined. 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. Service Category Setup The service category form can be accessed under RETAIL HEADQUARTERS>SETUP>REPLENISHMENT>SERVICE CATEGORY. The Local delivery date is the number of days added to account for the time to transfer the items from the main warehouse to the store. The dates are displayed and can be overwritten on the Retail tab in Purchase Order form. The Service category field for the vendor is located in the Replenishment field group on the Retail-tab on the Vendor form.

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

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

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

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

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

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

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

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

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

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

The ability to specify sub locations for a specific Distribution Location allows us to include additional locations within a single Distribution Locations distribution structure. Please refer to the user manual for more information. Retail Stores When creating a store it will inherit the distribution groups marked with default group. Please refer to the Data Distribution Configuration Quick Guide for more information. Page 148 . You can access the Stores window by clicking RETAIL HEADQUARTERS>SETUP>STORES>STORES.Microsoft Dynamics® AX for Retail Training Manual Data Distribution Locations A distribution location can be manually created by the user or auto generated by the creation of both Stores and POS Terminals and can be viewed as a location with its own database and it is here where the user will configure the database connection. the sub locations allow us to specify all the POS terminals for our store which means that they will receive exactly the same data as the store itself but will not need to be a part of the distribution hierarchy structure. The Stores form will appear. 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. 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. For example we might have a Data Distribution Hierarchy that is structured around the retail store.

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

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

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

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

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

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

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

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

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

Close Actions form 4. Replicate the changes. using A-1040 job a.00 i. Select job A-1040 c. Click Yes 5. Log into POS b. Click Functions > Run retail scheduler job directly d. Add item 0093 to sales transaction c. Verify that the price excluding sales tax is 25. Page 158 .Microsoft Dynamics® AX for Retail Training Manual Validate that there is an action with PriceDiscTable and location filter 003±S0010 j. Validate the price on POS a. Retail Scheduler > Common forms > Scheduler jobs b.

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

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

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

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

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

An order downloaded to Microsoft Dynamics AX contains a reference to the tax group that was applied in Commerce Services and is then recomputed by Microsoft Dynamics AX. Test Your Knowledge – Commerce Services Question Items removed from the online item list will be deleted from the Commerce Services. and item-specific tax codes from Microsoft Dynamics AX are uploaded to Commerce Services. 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 . based on that tax group.Microsoft Dynamics® AX for Retail Training Manual     Price Group Line discount Multi-line discount Total discount Manage sales tax Tax codes. tax groups.

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

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

Click the report scheduler job that you want to set up. Click Administration > Setup > User profiles.  A batch job is not needed for the year-to-year sales data report. Click Retail Headquarters > Setup > Reporting batch jobs. Enterprise Portal Reports The following HQ reports are available on the Enterprise Portal:  Sales by hour  Sales by staff  Sales by item hierarchy  Sales performance  Year-to-year sales data These reports are updated by using the standard batch framework in Microsoft Dynamics AX. 2. Check Batch processing and fill in Batch group. Click Recurrence to set the interval you would like to the jobs to run. you must set up the reporting batch jobs that are used to generate these reports. Select the retail user profile that you want. 2. 3. 1. Page 172 . View the Role Center for a Retail User Profile 1. Click View Role Center. In Retail Headquarters. Repeat steps 2 through 5 for the other users assigned to the three retail profiles.Microsoft Dynamics® AX for Retail Training Manual 6. Things to watch out during the setup of Enterprise Portal reports:  For the Enterprise Portal reports to work SQL Server Reporting Services must be installed and the batch server configuration must be completed.

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

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

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

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

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

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

Correspondence of accounts Correspondence of accounts is supported during posting. in-store cash transactions post through slip journals. select the inventory profile for the warehouse associated with the store. It controls how inventory transactions are posted.    Page 184 . set up cash tender types by selecting Petty cash in the Account type field on the Posting tab of the Tender type form. To enable this feature. This setting is on the Retail tab in the Warehouses form.Microsoft Dynamics® AX for Retail Training Manual GLS-EE GLS-EE layer contains features for the following countries:  Russia  Czech Republic  Estonia  Latvia  Poland  Lithuania  Hungary These local features are available as prerequisites to the end of day procedure (statements): Russia: Cash management To support cash management accounting. Inventory profiles To set a default inventory profile for a store.

Other optional components are the logo box. position of terminal within store and staff privileges. customer information box. Some troubleshooting will also be included. The components that are always used are the receipt component and the number entry (barcode. message box. In Part III the scheduler jobs used to replicate the data between the systems will be explained. Retail POS Toolbox which comes with the Microsoft Dynamics AX for Retail. 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. any other number value) component. item id. 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. totals box and five different button grids. 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. 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. Button Grids Page 185 . 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.Manual CHAPTER 17: RETAIL POS.

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

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

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

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

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

         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. In case there are more than one barcodes representing the item. 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. For a payment button to function correctly. When you have located the item you searched for. 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. Payment buttons In order to create Payment buttons you must select the relevant Tender type in the Action lookup list. and you must also select the tender types that should be available in each store. These tender types must be configured in Microsoft Dynamics AX for Retail. 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.Manual The search window will look for all strings that contain the text that was entered so it is not necessary to enter an asterisk (*) if you are only looking for a part of a string. No window opened Pay Cheque – Opens a window prompting for information and a check can be printed Pay Corporate Card – Opens up the Pay Card payment window. click on Select or double-click the item name in order to select it. To return to the full item list you click on the Enter button with the search string field empty. a window displaying all the barcodes will appear and the user must select one of them. Page 191 . the tender type to use must be selected.

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

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

Manual Page 199 .

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

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

The data dictionary in Microsoft Dynamics AX for Retail mirrors the table structure in the Retail POS database so mapping data between the two systems is quite easy. This enables access to data within Microsoft Dynamics AX from external programs such as Retail Store Connect and Transaction Service. Retail POS Transaction Service Page 202 . The Store Connect optimizes this process by extracting the dataset only once from the database and sending out multiple copies as needed.Microsoft Dynamics® AX for Retail Training Manual AX for Retail Business Connector Store Connect AX for Retail Database Retail Transaction Service Retail POS Terminal Retail POS Retail POS Database Store Connect Update Services Ax Client Dynamics Ax Client Retail POS Toolbox AX for Retail AX for Retail is developed on top of the Microsoft Dynamics AX system and its code resides in the SL1 layer. 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. Business Connector The Business Connector acts as a Microsoft AX Client but without a user interface.

Connections: Terminal installations Installing Retail Store Connect      Install Retail Store Connect and let all settings remain on default values. The terminal is where the POS software is installed along with database and in some instances the Retail Store Connect. Getting customer balance. In this document the Store Connect Server name will be referred to as Store ConnectAX5-W8-01 Select Add to create a new Store Connect service. Microsoft Dynamics AX for Retail client represents the user configuration. 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. the terminal. Connections: Microsoft Dynamics AX for Retail Installations For Microsoft Dynamics AX for Retail Installations Setup and deployment guides should be used. AX Client Following are some explanations of the different components of the picture above including Microsoft Dynamics AX for Retail Client. sales orders.Manual Because the data architecture for the Retail POS is offline architecture (does not have a direct access to Microsoft Dynamics AX for Retail Server database) the Retail POS Transaction Service provides access to online information when needed or wanted. On the pop up screens. 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 store. fill out the following: Page 203 . Remove any current service before clicking on Add. The Retail POS connects to the Retail POS Transaction Service which gets any information needed or performs any actions necessary through the Business Connector. item master and similar. This can be changed to be any name. sales invoice information and so on.

Go through all the pages for the rest of the configuration. leaving the default settings as is and finish the setup Start the service “Microsoft Dynamic AX for Retail Store Connect xxx”. 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.   There is one difference between the Store Connect on the Terminal and the Server. Connections from Microsoft Dynamics AX for Retail Scheduler Open up an AX Client From Microsoft Dynamics AX for Retail to Retail POS In order to synchronize data between AX and POS follow the following steps for configuration: Click on “Test Connection” at the end of each step to verify the configuration works:  Create a new Retail Store Connect profile  Create a new AOS profile  Create a new database profile.provide the computer server name.provide the user name and password for running the Service. On the Server. Note: this user account needs to also be an AX user.Microsoft Dynamics® AX for Retail Training Manual o Message Database . click on OK. and a name for the database to be used as the storage for the “Store Connect” messages. 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. o Service accounts .  Assign AOS profile to the distribution location for HQ  Assign the DB profile to the distribution location for the POS terminal Page 204 . A new database will be created.

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

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

This is the list of locations to which the Headquarters Retail Store Connect will send the data to. Click button OK in the dialog that comes up If the connection was successful a message will come up saying how long the testing took. Page 207 . Make sure that all distribution locations for store and terminals are in the list.Manual          Select Distribution Locations Select Location HO – Headquarters Click button SETUP>DEFAULT INCLUDE list. Go to General tab. assign the AOS profile Select FUNCTIONS>TEST CONNECTION WITH RETAIL STORE CONNECT. 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. 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.

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

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

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

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

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

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

that when you create stores and POS terminals. Bearing that in mind we may end up in a situation where the scheduler job may want to send data to a distribution location that has not been set up. the scheduler jobs should be set up accordingly. the system automatically creates a distribution location for it. That is especially true when you have centralized store database. Remember.Microsoft Dynamics® AX for Retail Training Manual Distribution restriction options for a job Depending on whether your stores are using a centralized database or individual databases at POSs. Page 214 .

assuming sublocations have been setup: Configuration Distribution sublocations value: Centralized store database Excluded from replication POS databases Only included in replication Mixed (not supported) Included in replication Running Scheduler jobs using the batch framework Scheduler jobs can be executed periodically as part of batch jobs. Make sure that the Scheduler job is enabled.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.

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

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

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

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

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

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. PART IV: Retail Transaction Service Functional Overview The data architecture for the Retail POS system is offline architecture. which then accesses the remote database in order to read or update the necessary data. sales orders and sales invoice information and so on. This information can change throughout the day and keeping it up to date on each and every POS is a daunting task. 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. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. Click button Transactions to view sales lines and payment lines on the transaction. 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. The Transaction Service is a service that acts as an agent for the POS. The POS itself never accesses the central database as all database access is done via the Transaction Service. 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. Then you should see the sales that were made. Transaction service is used by the POS to look up/create the following data:  Gift card balance  Inventory stock check and operations  Loyalty functionality  Centralized returns  Customer account payments  Customer balance check  Customer creation Page 221 .

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

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

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

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

A Packing Slip is a shipping document that accompanies delivery packages. To temporarily resolve this issue on the Retail POS use operation Void Transaction to void the entire transaction.Manual To pay the total balance click on the button Get sales order and the entire balance of the sales order is added to the transaction. It includes an itemized detail of the package contents and may or may not include customer pricing. 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. The Picking List contains the details of the ordered items. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Transaction Service and the Sales order balance amount is updated. 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 .

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

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

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

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. 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. Trouble shooting If an error comes up when paying into a customer account then the Retail POS Transaction service has not been configured correctly: Page 231 . Using the operation in Retail POS On the Retail POS side generate a transaction of more than 1500 and charge it to customer 3000 Since the amount $1750 exceeds the $1500 credit limit by $250. a message telling you that the Credit limit has been exceeded appears.

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

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

Create Buttons on the Till Layout No need to create a new button for Stock Count since it’s already configured on the current till layout under Tasks. and select an item from the list. Variants can be counted in stock counts. If the item is found. You can suspend the stock count and resume at a later time. Note: scheduled or basic stock count can be performed by using Enterprise Portal via a browser and an Internet connection. if needed. and press the Enter button. Page 234 . Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. This can be done with the POS register online or offline. the items status will be displayed at the top of the dialog. No other Transaction Service configuration is needed.Microsoft Dynamics® AX for Retail Training Manual Use either one of the two methods:  Type in an item number.  Click on the Search button. but not serial numbers or units of measure. The inventory status of other stores within the chain will be displayed in the list: Retail Trasaction Service: Stock Counting Functional Overview Basic stock count can be performed in Retail POS by using a scanner or by entering the item information manually.

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

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

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

The items selected will be added to the current transaction. This prevents the same items to be returned in two stores at the same time. When the transaction has been paid for. Selecting a line has the same affect) Select all (Selects all the lines) Clear selection (Deselects all the lines) Press either Return items to return the selected items or press Cancel to abort the operation. In addition to validating the log on it also monitors that an operator is not logged on to many terminals at the same time therefore the centralized log off communication is to ensure that Microsoft Dynamics AX for Retail is aware when an operator is not logged on. Microsoft Dynamics AX for Retail is notified through the Transaction Service and each returned item is checked again to make sure that they can be returned.       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. Page 238 . If the receipt number is found in Microsoft Dynamics AX for Retail a dialog appears with every item from that transaction.

 Select the General tab  Place a check mark next to the Retail field in order to convert the newly created employee to become a Staff member:    Click on RETAIL HEADQUARTERS>SETUP>STORE>STAFF and the Staff form will appear.Manual Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. Select the Settings tab Select Staff Save the settings Create Buttons on the Till Layout If it doesn't already exists a Log off button has to be added to the Till layout. Add a new button with Action Logoff Creating an Operator in Microsoft Dynamics AX for Retail In order to create a staff member in Microsoft Dynamics AX for Retail. Page 239 . Logoff button Create a button on the Till layout. an Employee needs to be created first.    RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID Either select an existing payment button grid or create a new one. Type in information relating to the Retail POS as described on the next page.      Click RETAIL HEADQUARTERS>SETUP>POS>TRANSACTION SERVICE PROFILE Select the Transaction Profile the current terminal is using.  Press CTRL+N to create a new Employee. The new Staff member will be visible in the list.  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 .

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

Page 242 . Pay Credit Memo  Create a button on the Till layout pay with a gift card RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID      Either select an existing button grid or create a new one. 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.  Set Change tender to Cash (or any other tender type you want).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. 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.  Add a new button with Action Issue Credit Memo.  Select the General tab and set Operation id to 213 (Pay Credit memo)  These steps have to be repeated for every store that is being used Create Buttons on the Till Layout To issue and use credit memos buttons have to be added to the Till layout. Add a new button with Action Pay Credit Memo and Payment type as Credit Memo.

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

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

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

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

 Swipe or enter the loyalty card number and enter the amount to be paid. Troubleshooting If an error comes up when using any of the Transaction service operations then the Retail POS transaction service has not been configured correctly.Manual purchase of any item. Page 247 . One way is to swipe the loyalty card at any time during the transaction. Type the Loyalty card number into the number dialog. In order to spend loyalty points.  Enter the items to be purchased  Press the Card payment button. a loyalty card has to be added to the transaction. Only one Loyalty card can be registered for each transaction. the card payment dialog has to be opened and a card that has been identified as a loyalty card has to be used. Another way is to manually enter the Loyalty card number. If the card is identified as a Loyalty card a message is displayed on the message panel. How to Accrue Points In order for loyalty points to be accrued. when paying. How to Spend Points When using the Loyalty card to spend points the card payment dialog must be opened. 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.       Start the Retail POS application If the application is already running then log off and then log back on.  The Card payment dialog appears.  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.

Page 248 .Microsoft Dynamics® AX for Retail Training Manual The firewall allows connections on the Transaction Service port Conclusion Getting to know and having overview of the design and functionality of the Retail POS is important in order to get the utmost of the functionality of the POS and the interaction of the POS and the POS settings in the Microsoft Dynamics AX for Retail. 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.

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

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

Prints a balance report for all customers. This action displays a customer search window. When the day starts. not having balance equal to zero.Manual group address and so on. Customer Balance Report Customer Clear Customer Search Customer Transactions Customer Transactions Report Customer Balance Report Declare Start Amount Design Mode Enable Design Mode Disable Display Total End Of Day End of Shift Expense Accounts Float Entry Fuel Item Sale Get Fleet Card Information Gift Card Balance Page 251 . Only available for Stand-alone terminals. design mode is entered. this operation is used. From there it is possible to select a customer and attach him to the current transaction. When cash is being put directly into the POS without any items sold. End of day procedure is triggered by clicking this button. Prints a report showing the customer transactions for the selected customer. this action clears the previously selected customer from the current transaction. An optional description can follow. cash can be inserted into the cash box using this operation. Displays the transactions for the selected customer. Only available for Stand-alone terminals. By clicking this button. If a customer has been selected. with an optional description. design mode is disabled. Creates an entity to a selected expense account. By clicking this button. Only available for Stand-alone terminals. Displays the balance of the transaction on the customer display. End of shift procedure is triggered by clicking this button.

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

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

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

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

A text input window appears. This action can be executed to void a payment from the list of registered payments from the transaction. The payment 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 item has to be selected first. This action can be executed to void a selected item from the list of sales in the transaction.

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