(RUS) Set up the refund payment method control [AX 2012]

Updated: February 11, 2014

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

You can set up the refund payment method control in Microsoft Dynamics AX to process refunds using the following payment methods at the retail point of sale (POS):

  • The same payment method as the one that was used for the original transaction

  • A payment method other than the one that was used for the original transaction

Follow the steps in this topic to set up a permission group to return items using payment methods other than the ones that were used in the original transactions and set up Microsoft Dynamics AX for Retail POS to initialize refund amounts.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Retail in AX 2012 R2 or AX 2012 R3 is installed.

Country/region

The primary address for the legal entity must be in the following countries/regions: Russia

Use this procedure to set up a permission group to return items using payment methods other than the ones that were used in the original transactions. You can then assign the permission group to a worker who uses POS.

To perform this task, follow these steps:

  1. Click Retail > Setup > POS > Permission groups.

  2. Click New or press CTRL+N to create a permission group. For more information, see (RUS) Set up permission groups to regulate the return of sold items and Permission groups (form).

  3. On the Permissions FastTab, select the Allow refunds using different methods check box to allow the return of items using payment methods other than the one that was used in the original transaction.

  4. Close the Permission groups form.

  5. Click Retail > Common > Workers.

  6. Select a worker, and then on the Action Pane, on the Retail tab, in the Set up group, click POS permissions.

  7. Select the Override permissions check box to override the permissions for the worker.

  8. In the POS permission group field, select the permission group that you created.

Use this procedure to set up the parameter to initialize refund amounts based on payment methods at the POS.

To perform this task, follow these steps:

  1. Click Retail > Setup > Parameters > Retail parameters.

  2. Select the Initialize refund amounts check box.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

No configuration key is required for this task.


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

Community Additions

ADD
Show: