View store transactions (Retail essentials)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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.

Note

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.

See also

Retail store transactions (form)

Schedule and run jobs in Retail Scheduler (Retail essentials)