Payment Methods Configuration in Microsoft Dynamics AX 2012 R3 Retail

Payment Method is one of the essential configuration while creating new retail store either it is Brick and mortar or online store into Microsoft Dynamics AX for Retail.

We will discuss into this post about payment methods configuration.

Go to  Retail>Setup>Payment Method. Here we will get 3 options. A) Card Number, B) Card Type, C) Payment Methods. So first need to click on Payment method.





Now click on New Button and below boxes are activated to fill the details.
Payment Method - Just give some manual Id nos.

Payment method name - Here need to give name of your payment method, Just look at image for relevant payment method names.

Default function - This default function will work for payment methods. Just click it and you can see many functions are available in list.

Normal- Cash transaction comes under this category. So payment method will be cash.

Card- Credit card / Debit card or any other cards come under this category.

Check- Negotiable instrument comes under this category.

Customer- Customer credit comes into this category.

Tender remove/flot- Use this function if you add cash from the point of sale register drawer.

Now imagine, in this form card payment option is given so how can we decide the type of cards. So for defining the type of cards, functionality we have to go to  Retail> Setup> Card type.




Above page is to create setup of card.

Card ID- Just give manual id here.
Card Type name - Need to give manual details about card type name.
Card Types - Here we need to select one option out of given here like international debit card.
Card Issuer - Name of authority of card issuer.

After filling all details we need to click on 'Card Number 'on upper of the above form.



In card Number form, basically we need to define validation of card number on cards. Lets say all ICICI credit card start from *** to ***** which we will be mentioning above.

Now after these configuration we has to link this payment methods to required retail store.
Go to Retail> Retail Channel>Retail Store


Now we will discuss all the required field on this form.

Payment Method- Here all the option will come into drill down. This options are coming from the setup which we have created just now.

Term of payment - you will get drill down options are coming here. These are coming from AR setup which is part of Finance module.

Payment Method Name-  Name of payment Method which we are ready to use.

Function -  According to your selected payment method default function should be mentioned here.

Operation Name- Which payment method will be used for which operation, we are defining here. for example cash payment method will be used for product sales.

Open Drawer Check box -If we want with any payment method, cash drawer need to be open. we can click this check box.

POS Counter Entries - How much total no of transaction with cash  payment method.

Use Signature Device- Whether a signature is required for sales receipt or not. just click the check box.

Signature Capture -Minimum Amount - In case we checked signature device then we need to mention for how much amount customer's signature is required.

Allow over tender -Whether you want to allow to receive amount above the bill amount.

Over-tender Maximum amount- If your answer is yes for above point then need to write the maximum amount of over-tender.

Allow Under-Tender - A check box to allow the permission to receive the partial amount of prepared bill.

Maximum Counting Difference-  We can decide how much difference system will allow against sales amount and cash count of tender.
Example - A. Open a shift
                 B. Sales transaction with cash $100/-
                 C. Maximum Counting difference is setup as $10

Maximum Re-counting- Define the recounting limits.

Rounding Method - Select the type of rounding that is perform for the payment:

None - Numbers are not rounded.
Nearest-Numbers are rounded up or down to the digit that is specified in the round-off field.
Up-Numbers are rounded up to the digit that is specified int the round-off field.
Down-Number are rounded down to the digit that is specified in the round-off field.

Rounded Off- System gives you option to round off any sales amount til decimals. let say you need to round of an amount without decimal then enter 1.0 or if you decide sales amount till one decimal places write 0.1 int this field.
Minimum Amount Entered - Minimum amount enter for a POS transaction that use payment method.

Maximum Amount Enter - Maximum amount the is allowed when a cashier tries to complete a transaction by using only key at the point.

Minimum Amount Allowed- Minimum amount that is allowed when as cashier tries to complete a transaction by using only a payment key at the point of sale.

Maximum Amount Allowed- Enter the maximum amount that is allowed to complete a transaction  by using only a payment key at the point of sale.

We have finished till General and amount fast tab. Following is the Posting & Change Fast tab:




Account Type- We need to select whether transaction posting will be in ledger account or bank account.

Account Number- Select an account. This account is updated when the statement is posted in Retail. 

Company-  Company name who holds the responsibility of gift cards in case gift cards transaction happens.

Account Type and Account Number- If retailer is using gift cards as one of the payment method then what will be account type and account no for capturing the transaction data.

Difference Account- In case difference arises in which account that will be recorder.

Account Name - Name of difference account.

Maximum Difference Amount-- What will be maximum difference between sale amount and payment amount.

Big difference Account - In case difference goes beyond specified maximum difference that amount will be posted into this account. Need to select account no.

Account Name- need to give big different account name here.

Compress Payment entry-  Check or unchecked option to compress the payment entry. It means payment will compress for a specific payment method.


Counting Required- Counting is required every time of statement or tender declaration. Select the check box to require the payment to be counted. In case of clear the check box counted amount will be automatically populated with the transaction.

Multiply in tender operation- Need to check this box to automatically multiply amounts which are entered for the same payment method at the time of tender operation at POS.

Allow Floating- Need to check box if we want to use a payment method like floating cash. Once the registers are running during a shift, payment can be put in register drawer and setup like a float transaction.

Taken to Bank-To define preparing payment method is taken to bank.

Taken to safe- To define preparing payment method is taken to safe.

Use Bank Account- This is check box to active bank account.

Account Type -  To be chosen weather to ledger account or bank account used.

Account Number-Need to mention account no to be used.

Bank Transaction Type-  Which type of bank transaction will be used.

Use Safe Account - If we want to use safe to take money from cash drawer, we can check box this option.

Account Type- Need to define we need to ledger account and bank account.

Safe Account Number- We need to define account no for safe account here.

Change Line Setup-  We can write manual the line will be printed on receipt for change line.

Above Minimum Change Tender-  Select the method of payment which will be used to give change. This will only apply in case change amount is over to define minimum change in next box.

Minimum Change- Enter minimum amount this can be given as change once this method is used as payment method.
Note- If we enter 0 or leave this field blank payment method. Payment method that is specified in the above minimum change tender field can always used to give change.

So now I am closing this topic here. In my next blog we will discuss about Bar code and how to do initial setup for that.

Till then happy reading. 

Attribute Feature into Microsoft Dynamics AX 2012 R3

Attributes Creation, a  very useful feature provided by MS Dynamics AX 2012 R3. I could have written it as Product attributes, but it is beyond products specification and helps to highlights channel, Store, Purchase order, Sales order process into AX.

Let me start from the require configuration here,

Go to Product Information Management>Setup>Attribute here we can get 3 option-:  A) Attribute Types, B) Attribute, C) Attribute Groups.

First click on Attributes Type so that we can create types with required values inside into that, please refer following page:

To create Attribute type we have to understand  all the fields on this form.

Name - You have to give particular name for this attribute name let say it is given Brand.
Type- This box denotes how do you want to describe the Attributes.Into type box there are following options.

Text- It means you are defining in text.
Currency- Mean you are going to define in currency.
Date Time - You can define in date and time.
Decimal- Define in decimal value.
Integer -Define in integer value.
Boolean - This option for answer in yes and no.
Reference- Any other reference you want to give with this product.


Fixed List- Select this check box to define a list of value for the text attributes types. You can select one of the values to display as the default value for attributes that are defined in the attributes form.

Value range- Select  check box to set a range of value for currency date, decimal and integer attribute types. The range that you define is used to enter a default value for attributes  that are defined in the attributes form.

Unit of measure- Select a unit measure for decimal or integer  attribute types.

Value - Need to click on Add button and mention the values against given type option box.

After filling all the details now we need to create independent attributes Attribute form:
Go to Product information >Attribute>Attribute. Following page will open.





On above form start filling the blanks-;
Name - Name of individual attribute
Friendly name - Any other catchy word for attribut.
Description- Any description like only for online store.
Attribute Type - From here we can select which we have just created from Attribute type form. so it means this individual attribute lying into that attribute types.
Default Value - This will show same value which we created in attribute type under text. here we can select default value.

Now we will move to create an attribute group so that desired no of individual attributes can come under on group, for this go to Product Information> Setup>Attribute>Attribute groups.




Give the Name, Friendly Name, Description, Help Text,etc.
On the footer we can click on Add and following page will open:




We can see from above in one go we can select multiple attributes for creating one group of attributes. Say ok an your attribute group is created.

Till now we only done attribute configuration. Now we need to link these attributes to exiting Retail Product Hierarchy. So go to Retail> Setup> Category Hierarchy>Retail Product Hierarchy. Here just need to select any existing hierarchy and into details page you will get one label page with the name of Product Attribute and add the attribute group from here.  After linking new attribute to the retail product hierarchy, All the items are lying into this hierarchy automatically become the part of the attributes setup to check just go to released product and open that product and click on Product Attribute on action pane.















Please look carefully on above page on left the list of Attributes which is linked with product no 1111. Only we need to define some value on this box,This value is same which we have created at the time of attributes creation form.

As i mentioned earlier  Attribute is also further useful:

This attributes can be used to linked with  channel & Sales order
we can see how Attribute can be linked to channel.
For linking channel attribute just go to Retail> Retail Channel>Retail Store and select any retail store from the list and open it. Click on edit and now on Setup action pane you can get Channel Attribute option. After clicking on this button following will open.






Here we can select these Attribute groups to linked with particular channel. Same way we can link with sales order attributes.

SO we have finished Attributes Features here and in my next post we will discuss about
'Payment Methods' in Retail AX.

Till now signing off.

Action Pane on Retail Store Creation Form

I have been writing about how to create a new retail store in MS Dynamics 2012 R3 and till now we completed fast tab on the form. Through this post i will cover available buttons on the action pane on the retail store creation form.






We can see  two options are on the top of the Action Pane, Store & Setup. We will discuss both the option in details.

Store Button:

1-Edit / Delete / Retail Store New - These buttons are understood like in Edit you can start modification in existing retail. In Delete for deleting stores. Retail store New for creating new retail store.

2-Publish - This button is very important, mainly this button uses for publishing the retail store. If any modification happens at retail store you need to click on this button.

3-View Assortment - It denotes assortment of products, assortment means  an entity under which a group of items can be come. if your click this button you can see how many assortment are linked with a retail store.












Assortment itself a lengthy topic which we will cover in our separate post.

4-View Channel Product - This button will help you to look all the items belong to single retail store.

5-Price Group - This price group is the important link handling prices and discount for product in stores, catalogs and loyalty scheme.

6- Price - Unders this button your can look pricing of linked items according to their retail outlet names.

7-Loyalty Schemes- You can see list of loyalty schemes in particular retail store. In this loyalty schemes we need to define earning rules and redemption rule.


Setup Button:

1-Worker- With this button i can see how many workers are assigned to a particular retail store.If you click this button list of employee will be listed there and just double click on any employee you can reach staff setup page.






To see details related to retail store credential need to click on 'Retail Button on left. following page will open:






Here you can see the employment type and POS related passwords are assigned to retail stores. On the footer of page you can see three links are given  Transactions, Store, POS Permission through this we can get more information about staffs activities towards stores.

2- Worker Shift List- Into this button we can create shift for employees like shift start time an end time, etc.

3- Channel Attribute-  This option helps to linked any attribute to retail store and this attributes are   other than dimension group. This shows any special information about available products to particular store.

4- Sales Order Attribute - We can create attributes and link with sales order also. furthermore can be linked with procurement which can be used for purchase.

5-Store Product Attribute- Here you can maintain the attribute that are offered in Brick and mortar shop.

If you look on action pane you will get two group of buttons under entity copy and Setup. it means if we want to copy the setup we can use copy option, otherwise we can do setup for available options.
So we chose to do steup.

6- Payment Method- This option needs a separate post but still i will explain the basics of this topic. Payment methods are created separately at retail setup. path will be Retail> Setup> Payment Methods and here you will get three option; A) Card No, B)  Card Type, C) Payment Methods.
With the help of this setup we can create payment methods and link to retail store. A single retail store can have several payment methods including cash, cards, check, credit, vouchers.

7-Cash Declaration- This is a separate form to list down the currency value which will be used at POS for sales transactions.

8- Mode of Delivery- Here we link available modes of delivery with retail store. At the time of sales of item at any particular shop which mode of delivery will be used, that needs to define here.

9-Income & Expenses Account-  We can track income and expenses at the POS. here we need to assign a ledger account for income and expenses separately. Furthermore we can also look the transaction details while clicking button transaction at top of the page.

10-Sections-  This includes the informations where we can define your store into the specific part where we can see sales statics of the item in product list.

11-Channel Database- Here we need to link a retail store with database.




On above image we can see Boston database are using by two retail channel under channel option. We can reach to this setup through Retail> Scheduler>Retail Channel Database.

12-Store Locator Group Assignment -  Store Locator uses the address from the default warehouse and we are linking with retail channel so that system will allow you to search product and system will search that product in linked retail channel locations.

In next post we will discuss about "Attributes" 

How to create Brick & Mortar Retail Shop in MSD AX 2012 R3

I think it only makes sense to start back at the beginning, so i chosen to discuss how to create Brick & Mortar Retail shop in well known ERP Microsoft Dynamics AX 2012 R3 for Retail. we will discuss step by step for making it more comprehensive.

1- Go to Retail > Area page> Common> Click on 'Retail Channel' here you will get 4 options (1) Retail Store, (2) Online store, (3) Online marketplace, (4) Call Center.

Out of above 4 options we need to select  'Retail Store' as this is only for Brick & Mortar retail shop and now you will get following page for your reference

New Store Creation

Now we will discuss every field in details:

Name - Need to give retail store name.( Mandatory)

Store number- give the store no as it is manual and mandatory.

Operation unit no - This is automatic generated.

Legal entity -Need to select.

Warehouse- This is mandatory and this is for connected retail store's warehouse

Before moving ahead this is most important to learn how to create new warehouse. You can easily right click on warehouse box and select view and this will take you to another page of warehouse creation.

Warehouse creation page

Now we need to fill required details in above warehouse creation form following points are important to fill. ( This warehouse setup is only for retail operation, we will not discuss advance warehouse management)

Name, Site,Types, Quarantine Warehouse, Transit warehouse, Retail fast tab option - Location Replenishment ( weight- this is a ratio usable at the time of replenishment activity, Store- this is check/ uncheck option and need to check as this warehouse is going to use as store warehouse. Select negative inventory check/ unchecked.

After filling these details we will link this new warehouse with replenishment hierarchy which is mandatory. We will do this task later on now just continue to creation of retail channel.

Shipping warehouse- just select same new warehouse.
Store time zone - This field is mandatory.

Language - Most important thing to select working language.

Currency - Again important to select.

Tax identification no - As obvious in retail shop you are taking sales tax so here give your TIN NO.
Sales Tax Group- We need to select sales tax group which is going to apply for transaction at this shop.

Price inclusive sales tax- Retail price of product will be inclusive of tax of exclusive of tax, need to check/unchecked.

Use destination -based tax- Use shipping address for calculation of tax, means geographical area based tax calculation.

Use customer -based tax- During the sales transaction where the customer is located on that basis tax will we be calculated.

*Note - Above  last two type of tax calculation are mostly appropriate for online channel because in case of Brick and Mortar shops customer used to come to shop and tax calculation are applied on the basis of location of brick and mortar shop.

Sales tax override group-  If you want to override the tax need to select the override group.

Sales Tax Return Group - Some company calculate item return tax so for that this option is given.

Customer address book and Employee Address Book -  Address book for both need to select here.

Default Customer- This is mandatory fill to select default customer because system will use this default customer to generate reports.

Email notification - Instead of parameter we can specify email notification from here also.

POS Functionality profile- Here we have to decide functionality permission for POS users, if you right click on box you can see standard setup or customized setup of user created.

Offline Profile- Here we have to select what all filled need to be updated in case data gets off and back to resume.

Real time service profile- This is bit a technical stuff, related to which server or port are using to connect POS to AX. We can  setup in parameter for all store or we can create separate for different -different stores.

Channel profile and Live Channel Database - This is for online stores not with Brick and mortar stores.

Statement  Method- We have to select which method for statement, we can see four type of method here: 1)Staff  2)POS Terminal 3) Total 4)Shift. Need to select any one here.

Tender Declaration -  Two Option will be there:

Last- Once we open a store i need to put some amount from my side as the form of the change so how will you do the tender. You can define tender declaration for each day that how much amount i have put in the tender.

Sum-  It indicate multiple tender declaration for each day will be done and at the end of the day system will total how much amount i put in the tender declaration.

Rounding account - It means different between total sales amount and total payment amount will be post into this account.

Name- The name of account of this different.

Maximum Rounding Amount-Maximum different amount can be described here.

Maximum different: three situation here:

Posting- Maximum different while posting need to describe.

Shift - Maximum different while moving one shift to another shift.

Transaction- Once a transaction finished how much maximum different.

Closing Method- It is the closing method used for this specific store or by shift.

End of Business- Latest time that the last transaction can be completed to be included in this today' statement.

Post as business day- Select the post as business day check box to post the transactions within the same business day. When the statement is posted, transaction that are recorded within the same business day can be included on the same sales order, even they occur before and after midnight.

Split by Business day- If we want to post the statement on the basis of shift then select this option. first select shift option on closing method and then check split by business day box.System will take shift time which we have defined in worker shift.

Store Area- Define store area in box.

Remove/ Add Payment Method - Removing or adding money in cash drawer, we usually select cash here.

Opening Hour ( From -To) Store timing.

Print labels-  If we want to create shelf labels for particular retail store need to click this box.

Product Labels - If we want to take individual product labels then select this check box.

Create labels for zero price- If some product are having zero price still for the inventory management we want to create labels need to select this check box.

PO Product Filter- Only product which are available on purchase order can be used for replenishment no any other item will be used. System will force you for cross dock because cross docking is linked with purchase order.

Financial Dimension- Need to fill financial dimension.

Screen Layout -  This is most important for design the layout of our POS user interface, which need a separate discussion altogether. So here need to select one of setup option.

Now we have to link this New Retail Sh to Organisational Hierarchy for this go to organization administration>Organisation>Organisation hierarchy:

Click on Retail Store by business unit and then click on view button on the top of the page, following page will open:

Now click on edit button and following page will be open:

Now click one business unit and insert the retail store, after given required details about new retail store,we need to click on publish & close  button one upper left of the page and give effective date, say close you will receive popup about effective date of publishing this retail store. Finally go to retail store list and select the new store and click on Publish button. 

In my next post we will cover Action pane at Retail Store Form.

Retail To Wow Retail

Being an ERP Retail Consultant, I seen through thrust of making retail business to wow retail business for their end customer.

Information Technology is one of the most demanding area to improve either from retail operation side or customer side. Retailers are ready to opt such solution which can give a tight control for all the phases of retail business. In today's scenario ERP market is full with many solutions and all the vendors are claiming to give highest ROI for an ERP.

I would draw some attention of vendors to inculcate following points before pitching your solution:

1. If you are pitching to restaurants make sure you can catch the theft of all type at retail outlet and    
    kitchen.

2. If you are pitching to grocery shop make sure you can track the expiry or out dated product and    
    moreover can give some solutions to accelerate the sales including best loyalty program.

3.If you are talking to fashion retail make sure your solution can give best replenishment mechanism.

Now review your sales pitch and tune it now.

Retail operational relate blog is on the way.. reaching you very soon.