Stores (form)

Article
10/09/2018

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.

Task that uses this form

Set up a retail store

Navigating the form

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

Tabs (Action Pane)

Tab	Description
Store	View and edit information about the selected store.
Set up	Specify configuration settings for the selected store.

Tabs (lower pane)

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.

Buttons (Action Pane)

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. Note 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.

Fields

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. Note 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).