Microsoft Dynamics AX Support

This blog contains posts by the Microsoft Dynamics AX Support Teams Worldwide

AX for Retail 2012-R3: Customer would like to pay for Sales Orders in Retail POS that were created in Dynamics AX

Customers have asked if it was possible to load a sales order that was created in Dynamics AX in POS and pay the sales order.

If the Sales order has been invoiced in AX, you can use the Sales Invoice function to pay the invoices in POS. In AX, make sure you have a payment journal selected in Retail Parameters>Posting>Invoice section or you will receive an error.  Also, make sure you have an offset account or Bank selected on the Journal name

The sales order will need to be invoiced in Dynamics AX in order to use the Sales Invoice function in POS. If the Sales order is in an Open order or Received status, you can use the Sales order function in POS on AX 2012 R2 and R3.  In AX 2012, you can use the Recall order function to open the Sales orders in an Open order or Received status in POS. 

Sales Invoice function:

This will open the invoice in POS and you can pay as you normally would. 

If the Sales order is in an Open Order status, you can Pick up the order invoice and pay the sales order by go into Create order and change the Sales order to Pick-up. 

Sales order\Recall orders function:

If you select View details, the Sales order can be changed from Ship to Pickup. 

You can then go back into the Sales order function, select the Created sales order and select Pick up order.

If the Sales order is in a Delivered status, you will not be able to invoice it in POS.  The sales order has already been shipped, so you will not be able to pick up the items.

If you would like to process a payment for the Delivered sales order in POS, you must invoice the sales order in AX first.