Retail store transactions (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 > Inquiries > Retail store transactions.

Use this form to view transactions that originate in retail stores. The form displays transaction types such as logon, logoff, sales order, sale, sales invoice, payment, tender declaration, and voided transaction.

Task that uses this form

View store transactions

Navigating the form

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

Tabs

Tab	Description
Overview	View a list of retail transactions and selected details. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
General	View general information about a selected transaction.
Amount	View monetary information about a selected transaction.
Details	View receipt information about a selected transaction.
Account	View posting information about a selected transaction.
Financial dimensions	View dimension information about a selected transaction.
Control unit data	View data received from a control unit for a selected transaction. Note (SWE) This feature is available only if your company’s primary address is in Sweden and if cumulative update 8 for AX 2012 R3 is installed.

Buttons

Button	Description
Transactions	Open other inquiry forms, where you can retrieve additional information about a selected transaction.
Reports	Open the Print copy report.
Functions	Open the Change wrong shift marking and Move transaction to new shift forms.

Fields

Field	Description
Transaction number	The unique identifier of the transaction.
Shift register ID	The register that recorded the transaction. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Shift ID	The identifier of the shift when the transaction occurred. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Receipt number	The unique identifier of the receipt.
Store number	The unique identifier of the store where the transaction occurred.
Operating unit number	The operating unit that the store is assigned to.
Register number In Microsoft Dynamics AX 2012 R2 this field is called Register.	The unique identifier of the point of sale (POS) register.
Type	The type of the transaction, such as logon, logoff, end of shift, or end of day.
Entry status In Microsoft Dynamics AX 2012 R2 this field is called Posting status.	The status of the entry. The status can be, None, Voided, Posted, Concluded, Cancelled, or On Hold.
Staff	The unique identifier of the staff member who performed the transaction. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Date	The date that the transaction occurred.
Transaction time	The time of day that the transaction occurred.
Channel type	The retail channel where the transaction was recorded.
Description	Comments that are entered by the cashier for any cash management transactions. For example when they enter the starting amount in the register.
Transaction code	A code that indicates that an error occurred during the posting process. Possible values include Blocked customer and Sales/payment difference.
Created offline	A selected check box indicates that the transaction was created when the Microsoft Dynamics AX for Retail POS register system was offline.
Created at register	The unique identifier of the POS register. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Statement code	If a statement has been generated for the transaction, the code for the statement that the transaction is included in.
Statement number	The unique identifier of the statement that includes the transaction.
Customer account	The unique identifier of the customer account.
Customer requisition	The number of the requisition that the customer provided.
Loyalty card number	The unique identifier of the loyalty card that was used in the transaction.
Loyalty customer	The unique identifier of the loyalty customer who conducted the transaction.
Gross amount	The total transaction amount, in the accounting currency. This amount includes taxes.
Net amount	The net transaction amount in the accounting currency. This amount excludes taxes.
Payment amount	The amount of the payment that was tendered for the transaction.
Cost amount	The product cost for the transaction.
Sales order amount	The amount on the sales order for the transaction.
Sales invoice amount	The amount of the invoice that was issued for the transaction.
Sales order	The unique identifier of the sales order.
Discount amount	The amount of the discount that was applied to the transaction.
Total discount amount	The amount of the discount that was applied to the transaction.
Rounded amount	The transaction amount after the discount was applied. This amount is rounded based on the rounding setting for the payment method.
Sales/payment difference	The difference between the transaction amount and the amount that was paid.
Number of products	The number of products that are listed on the receipt.
Number of product lines	The number of product lines on the receipt.
Number of payment lines	If payment was tendered by using various payment methods, the number of payment lines on the receipt.
Sale is return sale	A selected check box indicates that the transaction was a return sale.
Comment	Free form text about the transaction.
Time when transaction closed	The time of day that the transaction was concluded.
Receipt email	The email address to which the receipt was sent.
Email sent	A selected check box indicates that the receipt was sent via email.
Income/Expense amount	The transaction amount, in the accounting currency, that was posted to an income account or an expense account.
Default financial dimensions	The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.
Control code	The unique control code that is generated by the control unit.
Control unit serial number	The serial number of the control unit.
Transaction time	The time at which the transaction was registered in the control unit.
Date	The date on which the transaction was registered in the control unit.
Copy of receipt	Indicates that a copy of the original receipt was printed at the specified transaction time and date.