Manual

Microsoft Dynamics® AX for Retail Training Manual

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

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

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

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

Manual CHAPTER 1: INTRODUCTION Basic Information The introduction contains prerequisites and useful information about the Microsoft Dynamics® AX for Retail training course.  This Microsoft Dynamics AX for Retail course is mainly an instructor-led training course but assists as well on self-learning. You need to be familiar with service names to port numbers assignment through the Hosts and Services files. Course organization The manual consists of the following chapters:                  Chapter 1: Introduction Chapter 2: Main Functionality Chapter 3: Retail Setup and Requirements Chapter 4: Store Setup Chapter 5: Inventory Setup and Management Chapter 6: Price Management Chapter 7: Bar Code Management Chapter 8: Store Management Chapter 9: Infocodes Chapter 10: Item Import Chapter 11: Replenishment Chapter 12: Table Distribution Chapter 13: Commerce Services Chapter 14: Reports Chapter 15: Enterprise Portal Chapter 16: Locale Specific Features Chapter 17: Retail POS. For the data distribution and replication part of the course you need to have solid understanding of the TCP/IP networking protocol. Page 7 . Store Connect and Transaction Service Course Prerequisites The participants should have good understanding of Microsoft Dynamics AX. Purpose of the Course The course is intended for people working at Microsoft Dynamics AX Partners who want to set up and configure Retail AX. The chapters contain instructional texts. You need to know how IP addresses can be assigned and how to use tools such as Ping and Tracert. and for those who want to be able to provide support for the application. which introduce an area of the program and examples of how this area works.

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

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

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

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

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

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

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

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

Yes ( ) b. 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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Series to Stores Setting Up Tender types Setting Up Cash Declaration Setup Setting Up Functionality Profiles Assigning Functionality Profiles to Stores Setting Up Staff Members Setting Up Distribution Groups Setting Up Income/Expense Accounts Setting Up Sections Setting Up Shelves Assigning a default customer to the store Setting up default sales tax group Setting up language for the store Attaching a warehouse to the store Mandatory Yes Yes Yes Yes No Yes Yes Yes Yes No No No Yes Yes Yes Yes Conclusion Setting up a store gives an opportunity to define in details what settings are desirable for each business. you must enter certain information before you can start using the store. those tasks are not mentioned in the checklist. Staff members. the setup can vary from one store to another. other is optional. Note that is has been assumed that certain tasks have already been carried out in the Retail Setup. and so on. Depending on how you want to structure your business. Lab 4.Manual Checklist for Store Setup When you set up a store in Retail headquarters. For setting up stores in Retail headquarters. complete the following tasks. For instance.1 – Setting Up a new Store Step by Step – Setting Up a New Store Page 31 . Certain setup is mandatory. Order 1 2 3 4 5 6 7 8 9 11 12 13 14 15 16 17 Task/Overview Setting Up Stores Defining Statement method Assigning No. setting up Functionality Profiles. therefore. this includes defining of the Statement/Closing methods.

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

The store calculates statements using the POS Terminal Statement method. 8. On tab Tender type. Set up the Tender types for the store by copying tenders from the Store 10 (Functions > Copy tender to store). 7. Choose rounding account 60815 and set the Maximum Rounding Amount to 0.01. The store closing method is Date and time.  Shift = 5.  Transactions = 5. 10. Set up Cash Declaration for the store by copying the cash declaration from Store 10. Set up the Default customer to 1037 11. 12. (Setup > Cash Declaration). 9. 13. Test Your Knowledge  Store Setup Question Can you have multiple stores in the Retail headquarters system? ___________ Page 33 . set Remove/add tender = 04. Set the maximum amounts for difference using the following parameters:  Posting = 5.Manual 6.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Select the top node [Retail hierarchy] c. Create a Business group to represent the walking shoes. 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. 1. She has to take into consideration many different variations based on sizes. a. The manager. 4. the Season form is displayed. 2. 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. has to create variant information and retail group. Select the start date and end date for the season. Lab 5. Fill in the Season and the Description fields. Create the Walking business group. Conclusion There are several options available when you set up inventory and management. Click the New icon.Microsoft Dynamics® AX for Retail Training Manual 1.1 – Setting Up an item Scenario – Kids and Shoes Adventure works is setting up a new retail item for children shoes. d. Page 58 . she will use the settings on the retail group to create the item. Step by Step . We will start by creating variant information and a retail group and use the settings on the retail group to create the item. 3. colors. Retail headquarters > Setup > Item > Retail hierarchy b.Item Creation You are setting up a retail item which is a “Children´s shoe”. In this chapter. Press CTRL+N to create a new season. combinations and styles and all combinations of these. Megan. Repeat step 2 to 4 for each Season that needs to be created.

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

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

( ) 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. Then you can assign those to items and have the program calculate the item price for the comparison unit.Manual Question What is an open department sale? ________________ ( ) a. When a department opens a sale ( ) b. or assign the variant group combination to the item itself. ( ) b. you set up comparison units of measure and the conversion factors between them. or assign the variant group combination to the item itself. 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. The comparison unit of measure is set when you set up the store by selecting the Unit of Measure check box on the General tab. You have to do both: Assign a variant group combination to the retail group the item belongs to. Either assigning a variant group combination to the retail group the item belongs to. To calculate the item price for comparison unit. Page 61 .

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

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

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

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.Manual Inquiries Under Inquiries it is possible to view all discount overlaps for all items in select periodic offer. Page 65 .

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

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

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

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

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

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

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

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

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

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

Click RETAIL HEADQUARTERS> RETAIL ITEMS. Browse to the desired item. The Retail Items form is displayed. 2. NOTE: The Bar code setup for bar codes with price or quantity/weight must be set to No bar code in order to avoid the system to refuse the bar code. you can let the system create bar codes automatically. Click SETUP > BAR CODES. 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. 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.Manual 4. To Enter Bar Codes/PLUs for Retail Items: 1. which will represent the item at the POS terminals. Page 81 . 3.

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

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

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

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

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

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

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

If both are selected both options will apply. Voucher transactions – Gives the option of aggregating the transactions being posted at the time of posting a statement. Automatic settlement – automatically settle the customer invoice and payment transactions. customers. 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 . Receipt option – If POS is selected then receipt is only printed on POS. This option speeds up the posting process and lowers the volumes of transactions created. Post journals when invoicing purchase – When a purchase order is created the related transfer orders created from Cross-docking get posted. Parallel processing – To create and post sales orders in parallel Maximum sales orders per task – Controls how many sales orders would be processed by a single batch framework task    Store configuration Click RETAIL HEADQUARTERS>SETUP>STORE>STORES>OPEN STATEMENTS and select the Statement/Closing tab. If email is selected it will be sent to the customer by email. Detail level – summation of General Ledger transactions.Manual      Gift card item – item that represents all issued gift cards. These include sales revenue.

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

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

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

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

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

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

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

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

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

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

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

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

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

Manual Store Statement/Closing Tab: Page 103 .

Retail Sales open from main menu and Update inventory process. Voucher form opened from Posted statement form. This can for instance be used for the Transaction form opened from main menu or from Statement. Transaction Form Opened from Main Menu: Page 104 .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 .

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

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

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

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

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

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

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

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

Manual Question How do the infocodes work if you assign infocodes to POS activities using the POS functionality profile and have assigned it to a store?______________ ( ) a. All the POS terminals in the store have the same infocodes assigned. You have to decide which of the POS terminals in the store have the infocodes. ( ) c. ( ) b. Page 115 . and b. Both a.

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

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

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

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

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

Name for the third level of the hierarchy from the vendor. Tem of last change. Date of last change. Code for the third level of the hierarchy from the vendor. Code for the second level of the hierarchy from the vendor. Name for the second level of the hierarchy from the vendor. The ID of the user who last changed the Page 121 . Code for the fourth level of the hierarchy from the vendor.Manual Fields in the Item Import Vendor Hierarchy Setup Table Following is a list of all the fields in the Item import vendor hierarchy setup table. Retail group id Name of the retail group. 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. Code for the first level of the hierarchy from the vendor. Name for the fourth level of the hierarchy from the vendor. Name for the first level of the hierarchy from the vendor.

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

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

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

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

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

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

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

size and style are created if not found. The Processing of an Item Journal Line is done in the Following Steps: 1. This is a delicate and error prone process so it is important to follow the criteria at each stage. Item table is checked for the item number – if it is not found it is created. Purchase and sales location is created if not found. Bar code is created if it is not found. when importing items. 2. certain validations must take place. 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. The Error check routine is run for the journal. When all lines of the Journal have been processed.Manual Delete Lines This function deletes all lines from the journal. 5.1 Item validation rules for item importer Scenario At Adventure works. 4. 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. Setup the following mandatory setup for the item: Page 129 . Error lines are skipped from the posting process. 6. Microsoft Dynamics AX for Retail is used to check for the following:  Blank  Not blank  Zero  Not Zero  Constant  One of Now you need to create a mandatory setup for item number “0008”. Color. Lab 10. This is done by selecting the Post journal menu item. A form is displayed which allows the user post all items or only selected items from the item journal. 3. the journal is marked as having been posted. 1. If the vendor’s item number is not found in the external item number table it is created.

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

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

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

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

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

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

This is done by clicking on Select all lines. It is also possible to select which locations are to be distributed to by filling out the Replenishment group filter or the Locations filter. From there the user can select to calculate the lines and create the transfer orders. 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. 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. only the lines for the selected item and it´s variants or only the line for the selected variant. 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). Item and Variants or Item and current variant.Microsoft Dynamics® AX for Retail Training Manual Here it is possible to choose to have the calculation work on all the lines in the purchase order.   If the purchase order being cross docked has a service category defined and the service category has a replenishment rule defined then that replenishment rule is used. 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. Page 136 .

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. Page 137 . The Sales date is the number of days added from the item arrives in the store until it can be sold in the store. The dates are displayed and can be overwritten on the Retail tab in Purchase Order form. In order to do this a Service Category has to be set up for the vendor which is being purchased from. 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 this form a service category can be defined. Service Category Setup The service category form can be accessed under RETAIL HEADQUARTERS>SETUP>REPLENISHMENT>SERVICE CATEGORY.Manual Cross docking Using Location Weight When using the Location Weight the items quantities will be distributed based on the weights set up for the warehouses being distributed to. The Service category field for the vendor is located in the Replenishment field group on the Retail-tab on the Vendor form. for example to the location Store1 then this location is set on the location field in the purchase header and subsequently used when the cross docking is performed. If a Cross docking warehouse is defined for a service category an automatic cross docking operation is performed when firming a planned order from the master planning system. Cross Docking from Planned Purchase Orders Orders created from planned purchase orders in the Master Planning system can be cross docked directly using the cross docking functionality. 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. 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.

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. The quantity to distribute is either entered manually or calculated automatically using the same methods as in cross docking. In the locations-grid all warehouses marked as stores are displayed. The quantity on hand for the selected warehouse is displayed in the grid along with the quantity set for distribution. Buyers Push from Item When this form is entered lines will be displayed for each variant that the item has and the location field will be initialized from the default warehouse for purchases. Page 138 .

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

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

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

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

The most popular or common variant.Manual c. Click OK Now the system has automatically created transfer orders to the stores to distribute the ordered quantity. Page 143 . size and style group lines? _________________________ ( ) a. Test Your Knowledge  Replenishment Question Which variants have the highest weight in the size/color/style curve as described here: The combination weigh is made up from the multiple of color.

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

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

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

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

Please refer to the user manual for more information. This will result in the creation of a distribution location and it will receive the distribution group from the store resulting in the creation of subgroup/member and distribution list entry. The Stores form will appear. Please refer to the Data Distribution Configuration Quick Guide for more information. the sub locations allow us to specify all the POS terminals for our store which means that they will receive exactly the same data as the store itself but will not need to be a part of the distribution hierarchy structure. The ability to specify sub locations for a specific Distribution Location allows us to include additional locations within a single Distribution Locations distribution structure. You can access the Stores window by clicking RETAIL HEADQUARTERS>SETUP>STORES>STORES. Retail Stores When creating a store it will inherit the distribution groups marked with default group. For example we might have a Data Distribution Hierarchy that is structured around the retail store. 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. Page 148 .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 Distribution Location form will appear.Manual Here we can see that store S0001 has been created and the Distribution group initiated with the Data Distribution Groups “default group”. The distribution location for this store has been created automatically by the system. You can access the automatically created Distribution Location window by clicking SETUP>DISTRIBUTION LOCATION. Page 149 .

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

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

only filed definitions. or only receipt header/footer. Page 152 . Here we can see that terminal 0410 has been created and assigned to store S0004. The Distribution Location form will appear.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. You can access the automatically created Distribution Location form by clicking RETAIL SCHEDULER>DISTRIBUTION LOCATIONS.

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

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

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

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

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

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

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

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

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

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

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

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

sales by item and store can be displayed in graphical format. and staff are performing best. item value entries. and transactions from the registers. Page 165 . 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. both of which support filtering and sorting. In addition to this. 1. Batches have unique numbers and are associated with specific terminals. which enables the analysis of the sales flow throughout the day. Retail Headquarters adds to your ability to extract accurate sales information by providing numerous statistical windows and reports that build on statistic tables. 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. registers. You can also use this feature to look up previous Z reports.Manual CHAPTER 14: REPORTS Objectives After completing this chapter. Inquiries Inquiries are available for most record types by clicking the Inquiries button in the form you are working in. You can also find additional sales reports on the Enterprise Portal. Click RETAIL HEADQUARTERS > COMMON FORMS > POS BATCHES. The following inquiries are available in the Retail Headquarters module:  POS batches and Z reports  Posted statements  Transactions  Retail sales  Credit vouchers  Loyalty cards  X reports  All discounts You can also access inquiries by going to HEADQUARTERS > INQUIRIES. 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. This can help to determine which items or variants are selling best and which stores.

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

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

Manual
 You can view the Enterprise Portal reports for each user profile by viewing the retail Role Centers from within Retail Headquarters. For more information, see Set up Enterprise Portals profiles and users.

Store Inventory at Enterprise Portal for Store
Stock count
Enterprise Portal can be used for both basic stock count initiated by a store or schedule stock count imitated at the head office. 1. Log on to Enterprise Portal with an account that has store inventory access. Enterprise Portal displays the Home page with the Role Center that has been assigned to you. 2. Click the Retail tab, and then under Main lists, click Stock counts. Enterprise Portal displays a list of open and scheduled stock counts. 3. Click New to create a new stock count, or double-click an open or scheduled stock count. Enterprise Portal displays the Stock count form. 4. In the Reference number box, type a reference number for the stock count. 5. In the Store inventory ID box, type the store’s ID number. 6. In the Type box, select Stock count. 7. In the Worksheet mask box, select the worksheet mask for the stock count. 8. In the Staff box, select your name. 9. Do one of the following: o Scan an item. o Click Look up, and then select the item. o In the Item number or bar code box, type the item number. 10. In the Quantity box, type the item’s quantity. 11. If the item is a variant, select dimensions in the Size, Color, Style, and Configuration boxes, as necessary. 12. Click Add. 13. Repeat the previous steps for the items that you want to count. 14. When you have finished adding items to the stock count, click Submit to send the stock count to Retail Headquarters.

Receiving
You can receive inventory from a purchase order or incoming transfer order at the Enterprise Portal. 1. Log on to Enterprise Portal with an account that has store inventory access. Enterprise Portal displays the Home page with the Role Center that has been assigned to you. 2. Click the Retail tab, and then under Main lists, click Receiving. Enterprise Portal displays a list of receiving documents. 3. Double-click the receiving document that you want. 4. The Order number box displays the number of the order. 5. The Store inventory ID box displays the store number. 6. In the Staff box, select a staff member. 7. Select an item listed on the order. 8. In the Quantity column, type the item’s quantity.

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9. Click Add. 10. Repeat the previous steps for the items that you want to receive. 11. When you have finished receiving items, click Submit to send the completed receiving document to Retail Headquarters.

Picking
You can use Enterprise Portal to complete outgoing transfer orders and pick merchandise for them. 1. Log on to Enterprise Portal with an account that has store inventory access. Enterprise Portal displays the Home page with the Role Center that has been assigned to you. 2. Click the Retail tab, and then under Main lists, click Picking. Enterprise Portal displays a list of picking documents. 3. Double-click a picking document. Enterprise Portal displays the Picking form. 4. The Order number box displays the number of the transfer order. 5. In the Store inventory ID box, type the store’s ID number. 6. The Type box displays the type of order. 7. In the Staff box, select a staff member. 8. Select an item listed on the order. 9. In the Quantity box, type the item’s quantity. 10. Click Add. 11. Repeat steps 8 through 10 for the items that you want to pick. 12. When you have finished picking items for the transfer order, click Submit to send the picking document to Retail Headquarters.

Lab 15.1 – Setting Up an Art Gallery and Store
Scenario – receiving a purchase order at the store
Chris, the procurement manager creates a direct delivery purchase order for store 10. Herbert, the warehouse manager at adventure works needs to receive a purchase order, addressed for Store 10 via Enterprise portal.

Step by Step - Purchase order creation and receiving
1. Create a purchase order for store 10. a. Retail headquarters > Periodic > Replenishment > Purchase order b. Click the New icon c. Select 000001_045 in the Vendor account field, click OK to create the PO header d. Click Address tab e. Set field Warehouse to Store 10 f. Click the Save icon

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g. h. i. j. In the lower pane, set field Item number to 0001 Set Quantity to 100 Set Unit price to 5 Click the Save icon

k. Click Functions > Create store inventory document

l. Click OK m. Close the Purchase order form 2. Receive the purchase order at the store via Enterprise portal a. Launch Internet explorer. Store 10 portal should open.

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b. c. d. e.

Click Receiving link in the left navigation pane Select the purchase order that you've just created Click Actions > Edit receiving list Set Store Inventory ID to 1001

f.

Click OK

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g. Click the Store order number of the purchase order h. Set Received field to 100 i. Click the checkbox icon next to the Received field

j. Click Submit button k. Close Internet Explorer window 3. Process the receiving transaction in Retail inventory a. In Microsoft Dynamics AX for Retail: Retail store inventory > Inquiries > Import Log b. Click Functions > Process log c. Click OK d. Close the Import Log form e. Retail store inventory > Journals > Receiving > Retail receiving

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Microsoft Dynamics® AX for Retail Training Manual f. Verify that the Purchase order Status is Received a. Click Functions > Post h. you need to a) Set up EP profiles and users b) Map users to the profiles c) Set up batch jobs d) a & b Page 178 . 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. Close the Retail Receiving form 4. Click Functions > Validate g.

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

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

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

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

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

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

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

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

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. displayed: Page 187 . and select Button properties you will see the following form. Click on the New design button and select how many buttons you wish to place in the Button grid. Button properties This is a window in which you can configure the look and purpose of the button. Configure button. If you right-click on a button in the Button grid design form.

If you use the tab you have to be familiar with the number codes for pictures and colors. To see a preview of the image select the picture id. At the other hand on the tab all properties can be selected at the same time and saved. Page 188 . All pictures that can later be added to a button. Select picture The Select picture button will open a window containing all the images that have already been entered in the system. If needed additional images can be added through the dialog. Right-clicking each button offers a more visual way than the Button properties tab. Images can also be added to the image list while creating the buttons and layouts. Images Click RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>IMAGES A list of all images already added to the system will be displayd. logo box (in POS layout) can be entered here prior to creating the buttons and/or layouts. 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.

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

. he can simply click in the relevant column in the list. 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.] button beside the textbox marked Barcode. but should the user wish to Item number or Item group. Page 190 . You can scroll up and down in the list by using the buttons to the right in the window and/or search for a text-string. This will open up a window where you can search for items..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. By default the system searches by Item name. This will move the search area to that column. This allows you to select the item that the button is supposed to sell by clicking on the [. The images below displays different types of button grids. 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.

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

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

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

Manual Page 199 .

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

Use setup and deployment guide for full instructions. Server   Standard Dynamics AX 2009 installation on a server. . 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.NET Business Connector installed on same server. . Retail Store Connect and Retail Transaction Service do not have to be on the same server as the Microsoft Dynamics AX for Retail system. Connections: Requirements Before starting. Although the Business Connector. for the purpose of this manual these applications will be set up on the same server. Connections: System overview Page 201 .Manual PART II: Connecting Microsoft Dynamics AX for Retail Headquarters and RetailPOS This section will start with a short description of each component that is needed for this to work properly. It is recommended for the first installation (preferably a test environment) to do it this way as it eliminates any network problems that could possibly arise.

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

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

provide the computer server name. 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. Go through all the pages for the rest of the configuration. Note: this user account needs to also be an AX user. A new database will be created. 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. 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. click on OK. leaving the default settings as is and finish the setup Start the service “Microsoft Dynamic AX for Retail Store Connect xxx”. On the Server. o Service accounts .provide the user name and password for running the Service.  Assign AOS profile to the distribution location for HQ  Assign the DB profile to the distribution location for the POS terminal Page 204 .Microsoft Dynamics® AX for Retail Training Manual o Message Database . and a name for the database to be used as the storage for the “Store Connect” messages.   There is one difference between the Store Connect on the Terminal and the Server.

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

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

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

Before you start sending the data make sure that all connections are working. Go to RETAIL SCHEDULER>SCHEDULER JOB Select job N-Currency (in the lower half of the list) Page 208 . Also make sure that the distribution locations are added to the default include list. 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.    Start Microsoft Dynamics AX for Retail Client.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.

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

Insert and Enabled if the subjob will be used as part of a Normal job 4. Click button SETUP>TRANSFER FIELD LIST          5. Scheduler subjobs Create a new subjob Click RETAIL SCHEDULER> COMMON FORMS > SCHEDULER SUBJOB To create a new subjob take the following steps: 1. Enter a Subjob number and Description (Table name) 3. To create a new line click CTRL+N Page 210 . Create a new sub job by clicking CTRL + N. 2. 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. In the Setup tab change the following fields.Microsoft Dynamics® AX for Retail Training Manual PART III: Scheduler jobs This section describes how to create and change Retail Scheduler jobs and subjobs in Microsoft Dynamics AX for Retail. 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. 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.

Click OK in the dialog displayed.Manual 6. By Action replicates only the records that have changed (including associations. 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. e.  Select Insert and Enabled  Replication method There are two different replication methods. a Preactions Scheduler job has to be set up in the Scheduler itself (RETAIL SCHEDULER>SCHEDULER). For the By Action replication to work. a store is assigned to a store group) since the last replication occurred. 7. Insert the fields as following:  From field: The field in the Axapta database  To field: The field in the Retail POS database (if no fields are visible see instructions just below)  Select Conversion type if needed – most often left on None.Replication method value By actions is selected. If there is no connection to the Retail Store Connect or any other problem then the fields must be manually typed into the Location Fields dialog before the Scheduler subjob Transfer Field list can be populated.g. In the Setup tab:  Replication . Normal and By Action.  Click button Location fields again  The fields should have been read from the database. This job creates actions to be sent to the destination tables out of the Page 211 .  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. By Action scheduler subjobs To create a By Action scheduler subjob the same instructions apply as in the previous section with two exceptions: 1. Normal replicates all records from the source table to the destination table.

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

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

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 . 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 system automatically creates a distribution location for it. That is especially true when you have centralized store database. Remember. the scheduler jobs should be set up accordingly. that when you create stores and POS terminals.

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. Select one or more Scheduler jobs and click Batch jobs -> Create batch job and set the appropriate recurrence pattern. Overview over connections created Page 215 .

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.

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

Field in configuration file DataSource=LocalHost\SQLExpress Initial Catalog=AXRetailPOS StoreId=”S0001” Description The name of the SQL server hosting the database. All other parts of the line should remain as they are. the terminal id and the company id from AX (DataAreaId) If default configuration was not used when installing the POS . which store the terminal belongs to.or was changed manually after the installation . only the “section name” needs to be changed. then its name should be entered here. Configuration strings The configuration string tells us where the database is. The database name.config in Notepad You will see the xml file as displayed in the picture below.exe file resides.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. Just copy one of the lines already there. the name of the database. Can be changed if two or more databases are being used The store to which the terminal belongs. If a configuration string is added to the xml file a new configSections line needs to be created. In the default file there is one connection strings called AXRetailPOS. such as a SQL Server 2005.     AXRetailPOS is the default configuration section.then corresponding parts of the configuration file might have to be changed. If another SQL server is being used. 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.exe. Go to C:\Program files\Dynamics AX\50\Retail POS Open file Pos. Page 218 . configSections The configuration file starts with a configSections tag which lists all the configurations that are available in the file.

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

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

PART IV: Retail Transaction Service Functional Overview The data architecture for the Retail POS system is offline architecture. Then you should see the sales that were made. The Transaction Service is a service that acts as an agent for the POS. Retail POS submits queries to the Transaction Service. This information can change throughout the day and keeping it up to date on each and every POS is a daunting task. This mode of operation is highly valuable in the retail environment where the POSs are expected to be up and running all the time. 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. which then accesses the remote database in order to read or update the necessary data. Click button Transactions to view sales lines and payment lines on the transaction. The downside to running an offline mode is that it is more difficult to access central data such as customer balance. Transaction service is used by the POS to look up/create the following data:  Gift card balance  Inventory stock check and operations  Loyalty functionality  Centralized returns  Customer account payments  Customer balance check  Customer creation Page 221 . This gives the Retail POS the resilience of the standalone mode as well as the data availability of the online POS.Manual      Wait for about a minute Go to RETAIL HEADQUARTERS >INQUIRIES>TRANSACTIONS The first transaction should be a Logon transaction. 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. sales orders and sales invoice information and so on. This means that the POS runs on a local database stored on the POS machine and is not affected by network or headquarters server downtime. The 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.

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

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

Page 224 . Using the operation in Retail POS   Start the Retail POS application If the application is already running then log off and then log back on.  Add a new button with Action Sales Order Send the Updated Values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. (NTerminal). Create Buttons on the Till Layout To have access to the Sales order operation a button needs to be added to the Till layout. Sales Order Create a button on the Till layout:  RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID  Either select an existing button grid or create a new one.    Click on RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Prepayment Place a check mark in Post sales order Please note that if this is done then it is necessary to fill in all required attributes when creating a Sales order that is the Warehouse id and so on.Microsoft Dynamics® AX for Retail Training Manual To configure the Sales orders to be posted directly after the Sales order has been paid completely at the Retail POS the following settings need to be set.

Manual    If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new button should be visible Click on Sales Order The Sales Order dialog will be displayed If the sales order Id is available:  Type in the Sales Order Id  Click on the button Get  Information about the sales order will be displayed in the Sales Orders dialog If the sales order Id is not available:  Enter the Customer Id  Click on button Get  Search for a sales order by clicking on the button Search  A list of all available sales orders for the customer is displayed  Select a sales order  Information about the sales order will be displayed in the Sales Orders dialog Page 225 .

To pay the prepayment amount click the button Prepay sales order and the prepayment amount is added to the transaction.Microsoft Dynamics® AX for Retail Training Manual Pre-Payment When sales orders are created a prepayment amount can be decided. This is the minimum amount that needs to be paid before the sales order is processed. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Retail Transaction Service and the sales order balance amount is reduced or increased by the amount that has been prepaid. Information about the prepayment amount is available in the Sales Order dialog after the sales order has been selected. Page 226 . Pay Sales Order Total Balance After the sales order has been selected information about the remaining balance on the sales order is available in the Sales order dialog.

It includes an itemized detail of the package contents and may or may not include customer pricing.Manual To pay the total balance click on the button Get sales order and the entire balance of the sales order is added to the transaction. Troubleshooting If the error displayed in the picture occurs when paying a sales order Payment journal settings may not been set or Microsoft Dynamics AX for Retail user running the Transaction Service doesn't have the necessary user permissions. Retail Transaction Service: Sales Invoices Functional Overview Page 227 . To temporarily resolve this issue on the Retail POS use operation Void Transaction to void the entire transaction. When the transaction is being paid for Microsoft Dynamics AX for Retail is notified through the Transaction Service and the Sales order balance amount is updated. A Packing Slip is a shipping document that accompanies delivery packages. Create Picking List and Create Packing Slip The buttons Create Picking List and Create Packing Slip on the Sales order dialog trigger a printout within Microsoft Dynamics AX for Retail using the Transaction Service. The Picking List contains the details of the ordered items.

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

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

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

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

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

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

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

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

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. 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. the new button should be visible Click on the button Return Transaction A dialog asking for a receipt number appears. Page 237 . If it is still not found. If the new setup has been replicated from Microsoft Dynamics AX for Retail to the Retail POS local database. 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. Centralized returns Create a button on the Till layout  RETAIL HEADQUARTERS>SETUP>POS>RETAIL POS>BUTTON GRID  Either select an existing button grid or create a new one. It is possible that the transaction has not yet been posted into Microsoft Dynamics AX for Retail.  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. Configuring Microsoft Dynamics AX for Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. an error message appears saying that the transaction is not found. No other Transaction Service configuration is needed. it is able to locate it and send it back to the Retail POS. By passing the unique receipt number into Microsoft Dynamics AX for Retail. Should note that transactions must be returned to the same register if P-Term has not run.Manual The system has to be configured so that each receipt number is unique.

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

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

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

the user is prompted with the following window: Login with the user ID and the password as provided in the steps above. make sure that a button with the Log off functionality is available. In order to be able to log off. No other Transaction Service configuration is needed. Credit Memo Number Sequence    Go to RETAIL HEADQUARTERS>SETUP>PARAMETERS Select tab Number sequences Set the number sequence for Credit voucher Number Page 241 . It is issued that is when a customer returns bought goods and the holder of a voucher can use it as payment for other goods. When creating credit memos on the Retail POS a request is sent to Microsoft Dynamics AX for Retail through the Retail POS Transaction Service and the creation of the credit memo is done on the Microsoft Dynamics AX for Retail side and the information is sent back to the POS and it can continue with the sale that is payment. Retail Transaction Service Settings The Retail POS Transaction Service needs to have been configured. 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. printing a certificate and so on. The Log off function can only be pressed if the transaction is empty.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. 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. but when activated.

Microsoft Dynamics® AX for Retail Training Manual Tender type properties Decide the minimum value allowed on the Credit Memo tenders and what tender to use if the balance is less than the minimum:  RETAIL HEADQUARTERS>SETUP>STORE>STORES:  Select the Store you want to use  Click on the Setup button and select Tender Types  Select Tender type Credit Memo  Select the Change tab  Above Minimum change tender is the tender that should be used if the remainder of the balance is higher than the Minimum Change.  Add a new button with Action Issue Credit Memo. Add a new button with Action Pay Credit Memo and Payment type as Credit Memo. 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. Page 242 .  Minimum change the minimum balance that can be on the credit memo before giving the customer the change back and invalidating the credit memo.  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.  Set Change tender to Cash (or any other tender type you want). 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.

If the new setup has been replicated from Microsoft Dynamics AX for Retail to the POS local database new buttons should be visible Return an item Click on Issue Credit Memo button and if the balance of the transaction is a minus number a Credit Memo will be created through the Transaction Service. Send the updated values to Retail POS   Click on RETAIL SCHEDULER>SCHEDULER JOBS Send the relevant scheduler jobs to update the data on the Retail POS terminal. 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. A dialog asking for the credit memo number will be displayed Enter the credit memo number created before. Retail Transaction Service: Gift Card Functional Overview Page 243 . as the name implies. 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. 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.Manual The Issue Credit Memo button will.

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

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

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

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

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

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

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

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

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

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

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

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

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

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