View store transactions (Retail essentials) [AX 2012]

Updated: October 20, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to view a list of transactions for all statements for retail stores or for a specific statement. The statement posting process is used to account for the transactions that occur in Retail essentials. The statement posting process uses Retail Scheduler to transmit a set of the point-of-sale (POS) transactions to Retail essentials so that you can view them in this form.

NoteNote

In Retail essentials, the form that you use to complete this task includes a subset of the controls that are available for other configurations of Retail. If a topic about this form describes controls that you don't see, it may be because you’re using Retail essentials.

View transactions

  • To view the transactions for all statements for retail stores: Click Retail essentials > Financials > Retail store transactions. Transactions are listed in the left pane in the Retail store transactions form.

  • To view the transaction for a specific statement: Click Retail essentials > Financials > Posted statements. In the Statement journal form, click Inquiries, and then click Transactions. Transactions are listed in the left pane in the Transactions form.

  • In the Transactions form, select a retail channel in the left pane, and then press CTRL+G to set the filter parameters and filter the transactions.

  • To view a sale, payment, or reason code that is associated with a transaction, in the Transactions form, select the transaction, click Transactions, and then select the type of transaction to view.


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