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31
Mar’17
WANT TO
D365 Retail STREAMLINE YOUR
POS: – Retail Report Development & Configuration. BUSINESS
PROCESSES?
Introduction:
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There is server requirement from client, that They required few Reports and KPI directly on the
POS on store. Like Sales by Hours or sales by Item. This report run against the retail channel
Database which is connected to that speci c terminal. enter your email id*
This report is not too complex to develop on other word you can say its does not required any
heavy development for these reports. it required on XML report de nition, SQL Query for the
Data or as requirement of column.
In Below Presentation, I will demonstrate you “ Sales by Sale Person” Report. This report is
most commonly request from client.
I’M INTERESTED
Step 1:
Open the AX Client and goto Retail -> Setup -> Channel Report Con guration
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group by RST.NAMEONRECEIPT
D365 Field Service
(/category/d365-field-
ORDER BY SALESPERSON]]> service)
</Query></DataSet>
<Query>
AND RTL.TRANSACTIONSTATUS = 0
group by RST.NAMEONRECEIPT
ORDER BY SALESPERSON]]>
</Query></DataSet>
Report Parameter
This Dataset you to de ne report input parameter. In this Example Start date and End Date
is Input parameter. When user want check data with speci c date range then he can enter
start and End date.
<ReportParameters>
</ReportParameters>
Report Charts
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Report chart is used to Display chart on elds which you de ne in SQL Query Section. Here
in this Example, I de ne SALESAMOUNT, TRANSACTIONLINES & AVGSALESAMOUNT.
https://www.cloudfronts.com/pos-retail-report-development-configuration/ 2/3
09/10/2019 POS: - Retail Report Development & Configuration. - CloudFronts
<ReportCharts>
<ReportXYChartCategories="SALESPERSON"><Series>SALESAMOUNT</Series></ReportXYCh
art>
<ReportXYChartCategories="SALESPERSON"><Series>TRANSACTIONLINES</Series></Repor
tXYChart>
<ReportXYChartCategories="SALESPERSON"><Series>AVGSALESAMOUNT</Series></ReportX
YChart>
</ReportCharts></RetailReport>
Step 2:
Once Step 1 is completed, we need to set this report to POS. so that user can use this report.
Run the JOB ID: – 1110. And wait for couple of minutes to complete the job. After Complete the
Job Open AX POS and Go to POS Report. You will be able to see Sales by Sales Person Report.
Conclusion:
By Using, XML Report De nition, SQL Query, Report Parameter and Report Chart you can
develop POS Report.
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