Explanation Codes in Dynamics AX 2012 for Retail

Motive codes in Dynamics AX 2012 for Retail are pretty impressive and at the identical time versatile way of amassing additional information throughout income system at POS terminal. It can be utilised for any sort of BI-connected evaluation asked for, for instance, by Promoting section.

To develop a motive code, go to Retail->Setup->Reason codes.

Each individual code will will need to be assigned enter variety. There are a number of input types readily available:

I would persuade you to study online help on this type as it provides quite excellent explanations for each sort.

I feel the most powerful a person is Subcode buttons form. For example, when one merchandise is included to a transaction a popup information would display up inquiring a retail outlet associate if shipping and delivery cost product wants to be added. If the reply is Sure, then transport merchandise is mechanically additional to the profits transaction. If the respond to is No, then no steps are done. This can tremendously simplify gross sales getting into course of action for non-stocked solutions and remove human error when shipping and delivery was unintentionally overlooked.

Now let’s speak about diverse induce actions for codes to pop up. Reason codes can be assigned to:

• Objects
• Shoppers
• Payment procedures
• Features profiles

Let us consider quite a few examples.

When you attach a code to an merchandise, it will be shown on POS monitor when this product is extra to a gross sales transaction. This could be beneficial for objects that demand buyer’s age verification.

To connect a code to an item, go to Product information management->Common varieties->Released products and solutions, Retail tab and click on on rationale codes button. From here you will be ready to decide on from just one of the existing codes and if required modify default input parameters.

When you connect a code to a client, it will be exhibited on POS screen when this client is extra to a gross sales transaction. For case in point, it can remind retail outlet affiliate to confirm delivery handle or regardless of whether or not revenue receipt must be emailed or just printed.

To connect a code to an product, go to AR->Common kinds->All buyers, double click on the purchaser you have to have to modify, decide on Retail tab and simply click Cause codes button.

When you connect rationale code to payment process, it will be shown on POS display screen when this payment system is applied to comprehensive revenue transaction. For illustration, the retail retail outlet might take checks and they will be approved utilizing 3rd element processing procedure that will return an authorization code at the finish of effective authorization. You may perhaps want to seize this code when test payment is approved, making the reconciliation system less difficult for head business office staff.

That is why you could want to produce a code with enter kind Text and connect it to keep payment method. To do this, go to Retail->Common forms->Retail channels->Retail merchants, Set up tab, Payment methods button and then click on on Rationale codes button.

And lastly, the position that is utilised to attach purpose codes to a substantial checklist of predefined bring about actions can be observed on Performance profile kind. Functionality profiles are assigned to retail suppliers and amongst other matters applied for code assignments for the pursuing trigger actions.

To open up performance profile type, go to Retail->Setup->POS->Profiles->Functionality profiles.

As you can see you can attach explanation codes to return transactions, price tag overrides and even at the beginning and end of every transaction between other people.

There are many essential parameters that define the conduct of any provided explanation code:
• print possibly prompt, input or enter title on income receipts
• specify the frequency with which code will pop up as well as weather conditions enter is expected
• max/min values allowed as inputs

Hold in mind that only prompt and not description of a explanation code will demonstrate on POS display screen.

Once the code displays on POS and input is typed in, the reason code transaction is recorded in POS database. Then P-1001 is executed which transfers all POS transaction (which includes reason code ones) to AX databases. That is when you can overview them by heading to Retail->Inquiries->Transactions, simply click on Transactions button and find Motive code transactions. Recall that only transaction with sort Sales and Consumer order can have them connected.

The table that retains these data in AX databases is termed RetailTransactionInfocodeTrans.

That is all for now. In my following put up I approach to share my knowledge with setting up replenishment in AX. This will incorporate developing replenishment rules and replenishment hierarchies as effectively as processing transfer orders produced with buyer’s thrust and cross-docking functions.