(EEUR) Set up a payment method for cash payments in a retail store [AX 2012]

Updated: November 27, 2013

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

Use the following procedure to set up a payment method for cash payments in a retail store.

NoteNote

This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 1 for AX 2012 R2.

  1. Click Retail > Common > Retail channels > Retail stores.

  2. On the Retail stores list page, select the store to set up a payment method for.

  3. On the Action Pane, on the Set up tab, in the Set up group, click Payment methods.

  4. In the Payment method form, create a payment method. For more information about creating a payment method for a retail store, see Set up store payment methods.

  5. On the Posting FastTab, in the Account field group, in the Account type field, select Cash account.

    NoteNote

    You can select Cash account in the Account type field only if you select Normal or Tender remove/float in the Function field.

  6. In the Account number field, select a cash account number for the payment method.

  7. In the Tender remove/float field group, in the Offset account field, select the offset account to post remove tender or float entry transactions for the payment method.

    NoteNote

    You must set up offset accounts for both the cash tender payment method and the remove tender or float entry payment method for a store to create balanced general ledger entries for remove tender or float entry transactions.


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

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