Export (0) Print
Expand All

Stores (form) [AX 2012]

Updated: April 24, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Click Retail > Common > Retail channels > Retail stores. On the Retail stores list page, on the Store tab, in the New group, click Retail store to create a new store. To modify an existing store, double-click the store in the list.

Use this form to configure parameters for a new or existing retail store.

The following tables provide descriptions for the controls in this form.

Tab

Description

Store

View and edit information about the selected store.

Set up

Specify configuration settings for the selected store.

Tab

Description

General

Specify parameters that apply to the whole store, such as store hours and regional settings.

Statement/closing

Specify settings for statements and closing operations.

Miscellaneous

Specify miscellaneous settings for the store. For example, you can specify whether labels can be printed, and whether training mode can be used.

Financial dimensions

Specify financial dimensions for the store.

Store inventory

This control is available only in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Select a master inventory plan for the store.

Screen layout

Assign a screen layout to a retail store.

Button

Description

Retail store

Create a new retail store.

Publish

Publish data for the retail store so that any new, updated, or deleted information can be sent from Microsoft Dynamics AX to the point of sale stores.

NoteNote

Run the 1070 (Channel configuration) job in the Distribution schedule form after you publish the store to send the data updates to the point of sale.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

View assortment products

View all the products in all the assortments that are assigned to the store.

View assortments

View the assortments that are assigned to the store.

View channel products

View the individual products that are assigned to the store.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Price groups

View, add, or remove the price groups that are assigned to the store.

Price list

In AX 2012 R3, the name of this button is Pricing.

View the prices, price adjustments, and discounts of all the products that are assigned to the store.

Loyalty schemes

View the loyalty schemes that are assigned to the store.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Refresh (F5)

Update the information about the store.

Export to Microsoft Excel (CTRL+T)

Export information about the store to Microsoft Excel.

Attachments

View any attachments about the store.

Staff

In AX 2012 R3, the name of this button is Workers.

View the workers that are assigned to the store.

Work shift list

View a list of work shifts at the store.

Channel attributes

Open the Channel attribute groups form, where you can view or add attribute groups to the retail store. Channel attributes can be used to add attributes that apply to products that are offered in the store.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Sales order attributes

Open the Channel attribute groups form, where you can view or add attributes that are specific to sales orders. Sales order attributes are applied to sales orders that are generated from the retail store. For example, you can add a sales order attribute for a gift box. When the sales order is generated and the gift box is selected, the information for the gift box attribute is included on the sales order.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Store product attributes

Open the Channel product attributes form, where you can maintain attributes for products that are offered in a brick-and-mortar store. You can add, modify or remove product attributes, attribute values, and attribute metadata for any category in a retail product hierarchy that is assigned to the store.

For more information about maintaining product attributes for a retail channel, see Add and update product attributes for retail channels.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Payment method to store

Copy payment methods from one store to another store.

Cash declaration

Copy cash declarations from one store to another store.

Copy income/expense account

Copy income accounts and expense accounts from one store to another store.

Work shift setup

Copy work shifts from one store to another store.

This control is available only in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Sections

Copy sections from one store to another store.

Copy all

Copy all the settings from one store to another store.

Payment methods

Set up or manage the store's payment methods.

Cash declaration

Set up or manage the store's cash declarations.

Income/expense account

Set up or manage the store's income accounts and expense accounts.

Sections

Set up or manage the store's sections.

Distribution locations

Open the Distribution locations form, where you can set up the links between the retail store in Microsoft Dynamics AX and the store database.

For more information about how to set up a distribution location, see Create distribution locations for retail databases.

This control is not available if Microsoft Dynamics AX 2012 R3 is installed.

Channel database

Open the Channel database form, where you can set up the links between the retail store in Microsoft Dynamics AX and the store database.

For more information about how to set up a channel database profile, see Set up a channel database profile.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Field

Description

Name

Type the name of the store. This field is required.

Store number

The ID number of the store.

Operating unit number

The operating unit number that is assigned to the retail store.

If number sequences are set up, this number is automatically assigned when the retail store is created.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Company

In AX 2012 R3, the name of this field is Legal entity.

The company that the store belongs to.

Warehouse

The warehouse in Microsoft Dynamics AX that corresponds to the store.

Shipping warehouse

The warehouse from which customer orders are shipped.

Last published date

The date and time when the retail channel was last published.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Screen layout ID

The ID number of the point of sale (POS) screen layout that is assigned to the store.

Functionality profile

The functionality profile that is used to configure the point of sale (POS) functionality for all registers in the store.

Offline profile

The offline profile that is used to define which data is synchronized between the store database and the offline databases at the registers.

Inventory lookup

Select this check box to allow POS registers to look up inventory.

Real-time Service profile

Select the Retail Transaction Service profile. The store uses the profile to connect to Microsoft Dynamics AX Application Object Server (AOS) to retrieve or update information.

In versions of AX 2012 prior to AX 2012 R3, this field is located in the POS registers form.

Channel profile

Select the channel profile for the store. The channel profile includes properties that are used to connect to Retail Server, printers, and hardware stations.

Live channel database

Select the database that is currently active for the retail channel. Retail Server uses this setting to find the database that is currently active for that channel.

Language

The language that is used at the store.

Currency

The currency that is used at the store.

Tax identification number (TIN)

The tax identification number for the store.

Sales tax group

The sales tax group that is used at the store.

Prices include sales tax

Select this check box to indicate that the store's prices include sales tax, or value added-tax (VAT).

Use destination-based tax

Select this check box to indicate that the store uses destination-based taxes.

Use customer-based taxes

Select this check box to indicate that the store uses customer-based taxes.

Sales tax override group

The sales tax override group that is used at the store.

Customer address book

The customer address book that is used at the store. Customers assigned to this address book are downloaded to the Retail POS in the store.

Employee address book

The employee address book that is used at the store. Employees who are assigned to this address book can log on to Retail POS in the store.

Default customer

The default customer for the store. This customer is used if a specific customer is not added to a transaction.

Email notification profile

Select the email notification profile to use to automatically generate emails to recipients based on user configured parameters.

The email notification profile uses an email template that you define to generate emails based on a specific event.

NoteNote

Before you can generate email notifications, you must configure email functionality. For more information, see Configure email functionality in Microsoft Dynamics AX.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Statement method

The statement method that is used at the store. The value can be Staff, POS terminal, or Total.

The option you select indicates how the statement lines are summarized when the statement is generated. For example if you select POS terminal, the statement process generates one statement line per payment method and POS register.

If Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed, you can also select a statement method of Shift. Select this option to summarize the statement by shift.

One statement per day

Select this check box to indicate that the store posts one statement per day.

Tender declaration calculation

The method that is used to calculate tender declarations. The value can be either Last or Sum.

Rounding account

The general ledger account to which any rounding differences are posted.

Name

The name of the general ledger account used for rounding differences.

Maximum rounding amount

The maximum rounding amount that is allowed to be posted.

Posting

The maximum difference that is allowed when statements are posted.

Shift

The maximum difference that is allowed when shifts are posted.

Transaction

The maximum difference that is allowed in transactions.

Closing method

The closing method that is used at the store. The value can be either Date and time or Shift.

Transaction end time

If Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed, the name of this field is End of business day.

The latest time that the last transaction can be completed to be included in the statement for the business day.

Post as business day

Select this check box to generate sales orders based on the time that is specified in the End of business day field. For stores that operate with business hours past 12:00 AM, transactions that are recorded before and after midnight can be included on the same sales order when the statement is posted. If this check box is cleared, transactions that are recorded before and after midnight are added to separate sales orders.

This control is not available in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

Staff/register

If Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed, the name of this field is Split by Statement method.

Select this check box to generate a separate statement based on the option that is selected in the Statement method field. When the Calculate statement process is run, the statements can be calculated in parallel and then posted in parallel.

If Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed, you can also generate separate statements by shift.

Remove/add payment method

The payment method that is used to add or remove money from the cash drawer.

From

The time that the store opens.

To

The time that the store closes.

Prints shelf labels

Select this check box to enable the store to print shelf labels.

Prints product labels

Select this check box to enable the store to print product labels.

Create labels for zero price

Select this check box to enable the store to print labels that have a price of 0 (zero).

PO product filter

Select this check box to indicate that only products on purchase orders can be used for replenishment.

Hide training mode

Select this check box to hide training mode on the store’s registers.

CostCenter

The store’s cost center for accounting purposes.

Department

The store’s department in the organization.

ExpensePurpose

The expense purpose.

Where the %1 dimension is used

The location of the financial dimension.

Master plan

This control is available only in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

The master plan that includes the store.

Application type

The type of application that is assigned to the screen layout. For example, Windows 8.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

Show:
© 2014 Microsoft