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Retail parameters (form) [AX 2012]

Updated: October 3, 2012

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

Click Retail > Setup > Parameters > Retail Parameters.

Use this form to set up parameters for Retail.

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

Links

Link

Description

General

Specify store-wide parameters, such as the default item type and the European Article Number (EAN) license number.

Posting

Specify parameters that are used to post discounts, inventory updates, settlements, and other retail operations.

Product creation

Specify default warehouse and price settings that are used to create items.

Customer orders

Specify parameters for quotations and sales orders.

Replenishment

Specify parameters that are used to replenish inventory through cross-docking and inventory allocation.

Number sequences

Specify parameters for number sequences.

Buttons

Button

Description

Initialize

After installation, create jobs and subjobs, distribution locations, and other records that are required to replicate data to stores. For more information, see this TechNet article.

Fields

Field

Description

EAN license number

The license number that is used to create bar codes that are based on the EAN standard.

Default inventory journal

Select the type of inventory journal that is used by default when an inventory journal is created in the point of sale (POS) system.

Post periodic discount

Select this check box to enable periodic offers to be posted to the ledger accounts. Periodic discounts include mix and match discounts, multibuy discounts, and discount offers.

Ledger account type

Select that type of ledger account that Retail uses to post periodic discounts.

  • Standard – Retail does not use the discount-related fields in this form. Instead, Retail uses the ledger account that is defined for inventory posting in Microsoft Dynamics AX.

  • Periodic – Retail uses the discount-related fields in this form. If you select this option, you must specify a general ledger account for each type of offer: discount, mix and match discount, and quantity discount.

Discount

Select the general ledger account that is used to post discounts.

Quantity discount

Select the general ledger account that is used to post quantity discounts.

Mix and match number

Select the general ledger account that is used to post mix and match discounts.

Post infocode discount

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

Gift card product

Select the product that represents the gift cards that you sell. For more information, see Set up gift cards.

Receipt option

Select how receipts are delivered in Microsoft Dynamics AX for Retail POS. You can send receipts by email, print them, or both.

Subject

Type a subject line for email receipts.

File name

Type a name for the receipt attachment.

Detail level

Select the level of detail for inventory updates: Summary or Details.

Post journals when invoicing purchase

Select this check box to post all journals that are related to replenishment or cross-docking when a purchase order or a packing slip is posted.

Automatic settlement

Select this check box to automatically settle open invoices when a payment or credit note is updated. If the check box is cleared, you must settle accounts manually, either when you enter payments or later, by using open transaction editing.

Safe drop

Select this check box to aggregate safe drops.

Bank drop

Select this check box to aggregate bank drops.

Voucher transactions

Select this check box to aggregate voucher transactions.

Purchase order

Select the default warehouse that is used when purchase orders are created.

Inventory

Select the default warehouse that is used for inventory journals or orders when retail products are created.

Sales order

Select the default warehouse that is used for sales orders when retail products are created.

Always create trade agreement for variants

Select this check box to create trade agreements by default when product variants are created.

Default order type

Select the type of order that is created by default.

Default deposit percentage

Type the default minimum deposit as a percentage of the order's total.

Pickup mode of delivery

Select the default delivery method.

Disposition code

The disposition code for returned items.

Days quotation expires

Type the default number of days until the quotation expires.

Cancellation charge percentage

Type the default cancellation charge as a percentage of the order's total.

Shipping charge code

Select the default shipping charge.

Cancellation charge code

Select the default cancellation charge.

Terms of payment

Select the terms of payment for customer orders in Retail POS. For example, you must select a credit card terms of payment to be able to record credit card information at the time of sale and then charge the card later when you ship the merchandise.

NoteNote

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

Method of payment

Select a method of payment if you want customer orders to be posted to a different account than the one that is specified in the Credit card section of the Accounts receivable parameters form.

NoteNote

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

Cross docking

Select when assortments are respected during cross-docking:

  • Never

  • Always

  • Manual

Buyer's push

Select when assortments are respected during inventory allocation:

  • Never

  • Always

  • Manual

Coverage days

Type the number of coverage days.

Reference

The name of the number sequence.

Number sequence code

The ID number of the number sequence.

Reuse numbers

Select this check box to reuse numbers in the sequence that are no longer used.

Use same number as

The name of another number sequence that uses the same numbers.

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