Set up functionality profiles (Retail essentials) [AX 2012]

Updated: April 30, 2014

Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up functionality profiles. You can use the settings in these profiles to specify how registers work at the point of sale. For example, you can specify how cashiers log on and off the register, specify information about secondary currencies, control the aggregation of products and payments, specify info codes, and enable X and Z reports.

After the functionality profile is set up, you can assign it to one or more stores.

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.

Use this procedure to set up the functionality profiles for a register.

  1. Click Retail essentials > Channels > Setup > POS > Profiles > Functionality profiles.

  2. In the POS functionality profile form, click New to create a new profile. To modify an existing profile, select the profile.

  3. In the Profile field, enter an identifier for the profile, and then enter a description.

  4. On the General FastTab, in the ISO field, select the locale for the store. Be sure to select the correct locale. An incorrect locale can adversely affect posting and tax calculation.

  5. On the Functions FastTab, select how the workers use the POS system, how the registers function, and how POS transactions are saved. You also select the level of event logging that is written to the POSIsLog table in the database for the store or register.

  6. On the Amount FastTab, select the Apply discounts to unit price check box to apply item discounts to each unit of an item when multiple units are included in a single transaction line.

  7. On the Info codes FastTab, select the info codes that cashiers see during specific tasks.

    You can select an info code to prompt the cashier to either enter a value or select a subcode when they open the register till by using the open drawer operation.

  8. On the Receipt numbering FastTab, enter the formats for receipt numbers in the store.

    TipTip

    SSSS is the store number and TTTT is the register number.

Use this procedure to assign a functionality profile to a store.

  1. Click Retail essentials > Channels > Retail stores.

  2. On the Retail stores list page, double-click a store in the list.

  3. In the Stores form, on the General FastTab, in the POS terminal group, in the Functionality profile field, select a functionality profile.


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