Apply a custom control to the POS register [AX 2012]

Updated: April 28, 2014

Applies To: Microsoft Dynamics AX 2012 R3

You can enhance or change the information displayed on the Microsoft Dynamics AX for Retail POS register by adding custom controls. You implement custom controls using the Microsoft Dynamics AX for Retail POS Plug-ins. For more information about how to install Retail POS Plug-ins, see Install the Retail SDK.

In the following example, the name of the cashier logged into the Retail POS register is displayed at the top of the register form. In addition, the number of line items for the current transaction is displayed below the cashier’s name.

When you create a custom control on the Retail POS register, you must do the following:

  • Create a localized Caption text ID in the Retail Headquarters database.

  • Define the custom control in the Retail Headquarters Custom fields form.

  • Add the custom control to the Retail Headquarters Screen layouts form.

  • Implement the custom control in a plug-in assembly.

To create a localized Caption text ID

  1. In Retail Headquarters, open a New Development Workspace.

  2. Expand the Data Dictionary node.

  3. Expand the Tables node.

  4. Right-click and then click Open for the RetailLanguageText table.

  5. Press Ctrl+N to create a new record.

  6. Add the following values for the fields listed:

    Field

    Value

    languageId

    en-US

    Text

    CustomControl1

    TextId

    1001

    The value in the Text field is displayed on the custom control at design time. If the string is not localized, the value will not display correctly.

  7. Close the table to save your changes.

  8. Close the development workspace.

To define the custom control

  1. In Retail Headquarters, click Retail > Setup > POS > Profiles > Custom fields.

  2. Click New.

  3. Set the Name field to CustomControl1 and the Caption text ID field to 1001.

  4. Set the Type field to Custom control.

  5. Close the form.

To add the custom control to the Screen layouts form

  1. Click Retail > Setup > POS > Screen layouts.

  2. Click Designer.

  3. Click the Design mode dropdown list and then select Main layout.

  4. From the Customization list, click CustomControl1 and drag it to the top of the Main layout section of the form.

    Custom Control
  5. Click OK to close the form.

  6. Close the Screen layouts form.

  7. Click Retail > Periodic > Data distribution > Distribution schedule .

  8. From the Name list, select N-1090 and then click the Run directly button at the top of the form. This runs a job to synch your changes to the Retail POS register.

  9. Close the form.

To implement the control in a plug-in assembly

  1. Launch Visual Studio 2008 or 2010.

  2. From the File menu, click New Project. Under Visual C# select Class Library. Name the project POSCustomControl. Ensure that the Create directory for solution check box is selected and then click OK.

  3. Add a reference to the Microsoft.Dynamics.Retail.Pos.Contracts.dll by right-clicking the References node, clicking Add Reference and browsing to the location of the POS Plug-ins folder of the Retail SDK.

    Caution noteCaution

    You must set the Embed Intertop Types property to True on the Microsoft.Dynamics.Retail.Pos.Contracts.dll in order to open a Retail POS register.

  4. Add a reference to the Transaction.dll by right-clicking the References node, clicking Add Reference and browsing to the location of the Retail POS runtime, which is typically located at <root>\Program Files (x86)\Microsoft Dynamics AX\60\Retail POS.

  5. Add a reference to the System.ComponentModel.Composition.dll by right-clicking the References node, clicking Add Reference and then selecting it from the Framework > Assemblies list.

  6. Right-click the POSCustomControl project node and then click Add > User Control from the context menu.

  7. Name the user control CustomControl1.cs to match the name of the custom field you created in Retail Headquarters.

  8. Using the Toolbox, drag three Labels to CustomControl1.cs.

  9. Add the following values:

    Label

    Property

    Value

    Property

    Value

    Label 1

    Name

    lblWorker

    Text

    Worker:

    Label 2

    Name

    lblWorkerName

    Text

    <blank>

    Label 3

    Name

    lblItemCount

    Text

    <blank>

    The text fields for lblWorkerName and lblItemCount are filled in dynamically depending on the name of the logged-in cashier and the number of line items on the current transaction.

  10. Right-click the CustomControl1.cs file, click View Code and add the following using statements.

    using LSRetailPosis.Transaction;
    using Microsoft.Dynamics.Retail.Pos.Contracts.DataEntity;
    using Microsoft.Dynamics.Retail.Pos.Contracts.UI;
    using System.ComponentModel.Composition;
    
    
    
    
  11. Add the following code to your CustomControl1 class.

    namespace POSCustomControl
    {
        [Export(typeof(IPosCustomControl))]
        [PartCreationPolicy(CreationPolicy.NonShared)]
        public partial class UserControl1 : UserControl, IPosCustomControl
        {
            public UserControl1()
            {
                InitializeComponent();
            }
            /// <summary>
            /// Method is called when transactions changes.
            /// </summary>
            /// <param name="transaction">The transaction.</param>
            public void TransactionChanged(IPosTransaction transaction)
            {
                RetailTransaction retailTransaction = transaction as RetailTransaction;
    
                // Display the item count of the transaction in the label
                lblItemCount.Text = string.Format("Sale line(s) count : {0}", retailTransaction == null ? 0 : retailTransaction.SaleItems.Count);
    
    
                if (retailTransaction != null)
                {
                    // If the transaction item count is greater than 2 then make the label red
                    if (retailTransaction.SaleItems.Count > 2)
                    {
                        lblItemCount.ForeColor = Color.Red;
                    }
                }
                else
                {
                    lblItemCount.ForeColor = Color.Black;
                }
            }
    
            /// <summary>
            /// Load layout.
            /// </summary>
            /// <remarks>Called when new layout is being loaded. e.g. during operator log on.</remarks>
            public void LoadLayout(string layoutId)
            {
                // Display the Cashier's name on the custom control
                lblWorkerName.Text = LSRetailPosis.Settings.ApplicationSettings.Terminal.TerminalOperator.Name;
            }
        }
    }
    
    
    
    
  12. Right-click the POSCustomControl project node and then click Build.

  13. Copy the POSCustomControl.dll to the Extensions folder of the Retail POS runtime, which is typically located under <root>\Program Files (x86)\Microsoft Dynamics AX\60\Retail POS\Services.

  14. Start Retail POS and add three line items to a sales transaction. You should see something similar to the following:

    Custom field on POS form

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

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