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POS registers (form) [AX 2012]

Updated: April 10, 2014

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

Click Retail > Setup > POS > POS registers. On the POS registers list page, on the Action Pane, in the New group, click Register.

Use this form to set up registers in Microsoft Dynamics AX for Retail POS.

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

Tab

Description

Terminal

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

Configure point of sale (POS) registers, and set up distribution locations and parameters for printing receipts.

General

Specify general settings for the register, such as the POS register's number, name, and placement, and the store number for the register.

Setup

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

Specify a number sequence group.

Display

Specify parameters for the register's customer-facing display.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Button

Description

Copy fields

Copy the setup fields from another register to this register.

Copy top receipt text

Copy, from another register to this register, the receipt text that is configured to appear at the top of the receipt. The receipt text is set up in the POS terminal receipt printing form.

Copy bottom receipt text

Copy, from another register to this register, the receipt text that is configured to appear at the bottom of the receipt. The receipt text is set up in the POS terminal receipt printing form.

Copy all

Copy all settings from another register to this register.

Register

Create a new register.

Receipt printing

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

Open the POS terminal receipt printing form, where you can configure the receipt settings for this register. You can also enter the receipt text that appears at the top and bottom of the receipt when it is printed.

Field

Description

Register number

The unique register number. Register numbers can be generated automatically or assigned manually. Number sequences must be assigned in the store card.

You can enter a maximum of 10 alphanumeric characters, and each number must be unique.

You can create as many registers as you require.

Device

Select the device that the register uses.

Name

Type a name for the register.

Placement

Type a description of the physical location of the register in the store.

Reference

Select the store to which the register is assigned or linked. A register can be linked to only one store.

Hardware profile

Select the appropriate hardware profile. A hardware profile defines a set of properties for various hardware peripherals that are connected to a register. The profile can include settings for a printer, scanner, drawer, scale, display screen, key lock, keyboard, EFT, and other devices.

Visual profile

Select the visual profile. A visual profile defines a set of properties for the colors, resolution, and menus for a Retail POS screen.

Real-time Service profile

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

Receipt setup location

Select whether the receipt layout is defined per register or per store.

  • Terminal – A different layout can be set for each register.

  • Store – The same layout is used for all registers in a store.

Receipt bar code

Select the check box to indicate that a bar code for the receipt number is printed at the bottom of each receipt at the POS terminal. A bar code is also printed for suspended transactions.

Register statement

Select the check box to enable terminal statements to be generated.

The method that is used to generate terminal statements is defined in the store setup. However, you can define a new statement method.

Statement method

Select the statement method, based on the statement lines that are created in the statement journal. This option is only available if the Register statement check box is selected.

  • Staff – Create a statement line for each tender by worker.

  • POS terminal – Create a statement line for each tender by point of sale terminal.

  • Total – Create a statement line for each tender in the transactions.

  • 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.

Reference

The store number that is used for electronic funds transfer (EFT) transactions. Retail populates this field automatically when the store number is assigned to the register. However, you can manually change the EFT store number.

EFT POS register number

The register number that is used for EFT transactions. Retail populates this field automatically when the register is created. However, you must change the EFT register number so that it matches the number that you receive from your payment provider.

Exit after each transaction

Select the check box to indicate that Retail POS logs off automatically after each transaction. This option is suitable for a highly secure environment, because cashiers must log on before they can process transactions.

Auto logoff timeout (minutes)

Enter the time, in minutes, after which a Retail POS session ends if the computer is left unused. This setting can be used for terminals that have relatively few transactions and lots of idle time.

Open drawer at logon/logoff

Select the check box to indicate that the cash drawer is opened every time that Retail POS users log on or log off.

Post difference to vendor

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

Select the concession vendor to post the counting difference to when the tender amount in the drawer differs from the tender amount that is counted.

Number sequence group

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

Document numbers that can be enabled for the POS register. These numbers identify the transactions that are generated on the register.

If Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed, receipt numbering is set up in the POS functionality profile form, on the Receipt numbering FastTab.

Maximum text length

The maximum length of each line of text on the customer-facing display. The default length is 20 characters.

Customer display text 1

The first line of text that is displayed on the line display between customer transactions.

Customer display text 2

The second line of text that is displayed on the line display between customer transactions.

Screen layout ID

Select the screen layout that is used for the register. For more information about how to set up a screen layout, see Set up a screen layout.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
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