Microsoft Dynamics AX Support

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

Dynamics 365 Retail: Working with the New “Manage Shifts” Functionality in POS

On Dynamics 365 for Finance and Operations functionality was added for managers to recover and unblock terminals. This functionality was added with KB 4101053 on 7.2 and KB 4338783 (Application Update 7.3.2.5) and the updates are available in Lifecycle Services. Prior to the hotfixes when POS had an issue closing a shift, the shift could… Read more

Dynamics 365 Retail: How to Add Credit Card information on the Customer Receipt Format

When I add the fields “Customer Type”, “Authorization Code” and “Card number partly hidden” to the Customer Receipt format, the fields will not print the when the Customer Receipt is printed and a paying with a credit card. These fields are only available in the Header of the receipt and they should be available in the Footer…. Read more

Dynamics 365 Retail Return Locations Not Populating Based on the Return Subcode Selected in POS

After installing a hotfix (Ex, KB4090327) for Retail Return Location customers have been having issues with Return Locations not populating. First, go to Retail > Inventory management > Return locations to create your Return location. In my example if you select the Defect Subcode (1), the Returned item should go into the Central\Houston\Defected location (only if… Read more

AX for Retail: Instant Email Receipts in Enterprise POS (EPOS)

Dynamics AX For Retail Enterprise POS (EPOS) has functionality to email receipts but the implementation of the feature has a few tradeoffs: Email does not get sent immediately at the conclusion of the transaction.  Instead, the process goes like this:  1) a transaction is uploaded to HQ (via P-job); 2) it gets calculated on a… Read more

AX for Retail – How to clear a stuck transaction in the MPOS cart

There have been a few instances where MPOS crashes while processing a transaction or the RTS times out saving a customer order.  In normal circumstances, this transaction persists in the cart when you log into MPOS again so that you can complete the transaction.  But it is possible that you may run into an instance… Read more

Dynamics 365 for Operations Carryout Item and Pick up item in same Customer Order

Dynamics 365 for Operations MPOS now allows cashiers to add both Carry out and Customer Order items on the same transaction. In previous versions of MPOS and EPOS, these required separate transactions for a cash and carry and one for a shipment\pick-up. To create a transaction in MPOS that contains both a Carry Out item… Read more

Dynamics 365 for Operations Payment Connector SDK vs AX 2012 Payment Services SDK

We have a couple blogs related to Dynamics Online Payment Services SDK for Dynamics AX 2012 that can be referenced: AX for Retail: A Better Sample for EFT plug-in (Credit Card processing) AX for Retail 2012: EFT (Credit Card Processing) Sample is Now Available Dynamics 365 for Operations offers a MasterCard and VeriFone out of the box… Read more

Retail discount calculations – Performance vs Best price

With the increased usage of the number of Retail discounts associated to items coupled with the trade agreements and affiliations, the Pricing engine has seen significant performance issues attempting to process the best discount.  This performance degradation increases as more items are added to an order due to the proportionately increasing number of discounts needing to… Read more

Retail Discount Concurrency Modes

When configuring discounts and setting the Discount concurrency mode, you have the option to choose Exclusive, Best price, or Compounded.  The question presented when ringing up POS transactions is which one takes precedence when you have multiple discounts that are applicable to the same sale?  This article will provide you with a brief explanation on the… Read more

Sales order refunds for credit card payments

  Processing refunds can be a very simple and easy task, a customer returns an item that they do not want and you refund the money they paid for it right? Unfortunately, it’s not quite that simple as you also need to take into consideration partial returns, taxes, discounts, freight, and restocking fees? There are… Read more