POS functionality profile (form)

  • Article

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

Click Retail > Setup > POS > Profiles > Functionality profiles.

Use this form to set up functionality profiles for Microsoft Dynamics AX for Retail POS.

Task that uses this form

Set up and assign functionality profiles

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

Tabs

Tab

Description

General

Select the locale for the store.

Functions

Specify settings for staff, logging, and store registers.

Amount

Specify maximum amounts for transaction prices and quantities.

Info codes

Select the info codes that cashiers see during specific tasks.

Receipt numbering

Specify the formats that are used for receipt numbers in the store.

Fields

Field

Description

Profile

The ID number of the functionality profile.

Description

The description of the functionality profile.

ISO

Select the locale for the store.

Important

Be sure to select the correct locale. If you select an incorrect locale, posting and tax calculation can be affected.

Show staff list at logon

Select this check box to display a list of staff at the point of sale when a staff member logs on.

Staff bar code logon

Select this check box to indicate that staff members must log on at the point of sale by scanning a bar code. If the check box is selected, keyboard input cannot be used to log on.

Staff bar code logon requires password

Select this check box to indicate that staff members must enter their password when they log on by scanning a bar code.

Staff card logon

Select this check box to indicate that staff members must log on at the point of sale by swiping a magnetic stripe reader (MSR) card. If the check box is selected, keyboard input cannot be used to log on.

Staff card logon requires password

Select this check box to indicate that staff members must enter their password when they log on by swiping a staff card.

Minimum password length

Enter the minimum length of the password that staff members enter when they log on at the point of sale.

Must key in price if zero

Select this check box to indicate that a cashier must enter the price of an item manually at the point of sale if the price of the item is 0 (zero).

Limit staff list to store

Select this check box to indicate that the staff list includes only staff members who are assigned to this store in the staff card. This check box is available only if the Show staff list at logon check box is selected.

Decimal not required for minor currency unit

Select this check box to indicate that a cashier can enter prices at the point of sale without typing a decimal character.

Audit

Select this check box to enable logging in Retail POS. These actions are logged in the RETAILLOG table:

  • Application start

  • Application stop

  • User logged on

  • User logged off

  • Transaction voided

  • Line item voided

  • Manager override

  • Manager override failed or canceled

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Enable time registrations

Enable the time clock in Retail POS. Employees at the retail store can clock in and clock out to record their hours.

Note

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Display secondary total currency

The total amount in the secondary currency.

Secondary total currency

Select the secondary currency for transactions that occur at the point of sale.

Print X/Z report on POS

Select this check box to indicate that X reports and Z reports can be printed at the point of sale.

Aggregate products

Select this check box to indicate that, if an item is selected more than one time at the point of sale, the first line for the item is updated.

Aggregate payments

Select this check box to indicate that, if multiple payments are made for a transaction by using the same tender type, the first line is updated.

Aggregate products for printing

Select this check box to indicate that, if the same item is sold more than one time at the point of sale, the item appears on a single line on the point of sale (POS) receipt.

Require starting amounts and tender declaration

Select this check box to require that starting amounts be entered, and that tender declarations be performed.

Show product kit details on receipt

Select this check box to display the individual products that are included in a product kit on the customer receipt. You must also set up the receipt layout by using the receipt designer to select the fields that you want to include in the product receipt.

For more information about how to set up receipt formats, see Set up receipt formats.

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

Days of customer history

The number of days of customer history that you can view at the point of sale. Customer history includes sales information from all channels.

Days transactions exist

Enter the minimum number of days that transactions remain in the database before they are deleted.

Transaction delete reminder

Enter the number of days after a transaction is completed that a reminder about deletion of the transaction is displayed at the point of sale.

Backup training transactions

Select this check box to indicate that training transactions are backed up as voided transactions.

Advanced search results

Enter the maximum number of records to display when searching for transactions by using advanced transaction search at the point of sale.

Note

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

Maximum price

Enter the maximum price for a transaction.

Maximum quantity

Enter the maximum quantity for a transaction.

Apply discounts to unit price

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

Select this check box to apply item discounts to each unit of an item when the items are included on a single transaction line.

For example, the price of an item is 0.99. A cashier sells three of the items to a customer, which causes each item to be eligible for a 50 percent discount promotion. The items are added to the same transaction line as 3* item 1001. If the check box is selected, the discount is calculated as (0.99*.5) = .495 per item. When this amount is rounded down, the total price for the three items is calculated as .49 * 3 = 1.47.

If the check box is cleared, the discount in this example is calculated as (0.99*3)*.50) = 2.97*.5 = 1.485. When this amount is rounded down, the total price for the three items equals 1.48.

Note

The results may vary depending on how currency rounding is set up for your organization.

Negative adjustment

This feature is not implemented in this release and might be removed from future releases.

Manually calculate multiple item discounts

Select this check box to skip the calculation of multiple-item discounts during scanning at the point of sale. After scanning all the items in a transaction, and before applying a payment, you must click Calculate total in Retail POS.

For example, a grocery store that often processes transactions with hundreds of items would select this check box.

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

Void product

Select the reason code that is triggered when the Void button is clicked at the point of sale.

Void transaction

Select the reason code that is triggered when the Void transaction button is clicked at the point of sale.

Void payment

Select the reason code that is triggered when the Void payment button is clicked at the point of sale.

Return transaction

Select the reason code that is triggered when a return transaction is performed at the point of sale.

Product discount

Select the reason code that is triggered when a product discount is applied at the point of sale.

Mark up

Select the reason code that is triggered when a markup is applied at the point of sale.

Override price

Select the reason code that is triggered when the Price override button is clicked at the point of sale.

Total discount

Select the reason code that is triggered when a total discount is applied at the point of sale.

Tender declaration

Select the reason code that is triggered when the Tender declaration button is clicked at the point of sale.

At start of transaction

Select the reason code that is triggered at the start of each transaction at the point of sale.

At end of transaction

Select the reason code that is triggered at the end of each transaction at the point of sale.

Serial number

Select the reason code that is triggered when a serial number is entered at the point of sale.

Add sales person

Select the reason code that is triggered when a sales person is added to a transaction at the point of sale.

Record not found

Select the reason code that is triggered when an item is not in the POS database.

Return product

Select the reason code that is triggered when a product is returned at the point of sale.

Transaction tax change

Select the reason code that is triggered when the cashier overrides the tax on a transaction.

Line product tax change

Select the reason code that is triggered when the cashier overrides the tax on a line item.

Open drawer

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

Select the reason code that is triggered when the cashier opens the register till by using the open drawer operation.

Receipt transaction type

Select the type of receipt that the format is used for.

  • Sale – The format is used for transactions for which the total amount is positive or 0 (zero).

  • Return – The format is used for transactions for which the total amount is negative.

  • Payment – The format is used for customer payments.

  • Training sale – The format is used for sales transactions in training mode.

Format

Type the mask for the receipt number. Use the mask characters in the following list. For mask characters that do not represent date information, each occurrence of the character represents a character in the data that you are including in the receipt number. Therefore, you must repeat the mask character as many times as the length of the data requires.

  • # – The receipt number

  • S – The store number

  • T – The terminal number

  • C – The staff ID number

  • ddd – The day of the year, from 1 through 366

  • MM – The two-digit month

  • DD – The two-digit day of the month

  • YY – The two-digit year

Characters other than the characters in the previous list appear as themselves in the receipt number. If you intend to scan bar codes for receipts, do not use special characters in the mask.

For example, the format for the receipt number is PSSSSTTTT######. Therefore, a receipt for terminal 11 in store 4 might have the number P00040011001234.

Independent sequence

Select this check box to indicate that the format for the receipt number uses a unique number sequence. Clear the check box to indicate that the format uses the default number sequence.

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