Generate and print shelf labels [AX 2012]

Updated: March 5, 2014

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

This topic explains how to generate and print shelf labels to put on a store rack or shelf where items are displayed or stored. A shelf label can contain all the information about the product, for example the product name, size, and color. However, a shelf label can’t contain information such as the batch number, serial number, or expiration date.

When you work with labels in Retail, you can do the following:

  • Create shelf labels when the price or comparison price of a product has changed in a store.

    To set up Retail to create shelf labels when prices change, you must assign shelf label reports to the relevant retail products. The shelf label reports provide the information that Retail needs to print the labels. You must set up shelf label reports no matter what version of Microsoft Dynamics AX 2012 you are using.

  • Create shelf labels manually, either for one product at a time or for categories of retail products.

  • In AX 2012 R3, you can generate shelf labels for multiple products at the same time. You can also generate shelf labels for products that are included in purchase orders, transfer orders and for released products.

  • Select a specific size for the shelf labels that you print.

  • Reprint labels at any time.

NoteNote

The procedure for completing this task has changed for Retail in Microsoft Dynamics AX 2012 R3. For more information, see the section later in this topic.

Before you can generate and print shelf labels, you must set up Microsoft Dynamics AX to enable label printing. The following tasks must be completed:

  • Select options in the Retail shared parameters form to specify how labels should be generated for brick-and-mortar stores. For more information about the options in this form, see Retail shared parameters (form).

  • Select the reports that can be used to generate labels. The label reports contain information such as bar codes, prices, and relevant data, and also specify the size of the labels to print and the orientation of the label page. After label reports are set up in this step, users select which report to use every time they generate labels.

Follow these steps to specify which stores you want to print labels for. You can select whether to generate labels for all stores or only selected stores. This setting only applies to brick-and-mortar stores.

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

  2. In the Retail shared parameters form, on the Labels tab, select the option to use when generating labels.

Follow these steps to set up the reports that users can select when they generate labels:

  1. Click Retail > Setup > Bar codes and labels > Shelf label reports.

  2. In the Shelf label report setup form, on the Overview tab, in the Report name field, select the shelf label report to use. Add as many shelf label reports as you require for your products.

    NoteNote

    The Report name field contains a list of the reports that are available in the AOT. Based on the requirements of the business, you can also create new reports and add them to the list of reports that are available in the AOT.

For more information about how to assign shelf label reports to products, see Set up retail products.

To generate and print labels that you can attach to a shelf where items are displayed or stored, follow these steps:

  1. Click Retail > Periodic > Bar codes and labels > Print shelf labels.

  2. In the Shelf label printing form, in the Store number field, select a store. Select the date that the labels become valid.

  3. Depending on the version of the product that you are using, do one of the following:

    • In AX 2012 R3 click Create label by product.

    • Otherwise, click Create, and then click Create label by product.

    In the Create labels form, enter the information to filter the list of products.

  4. Click OK. Retail creates shelf label entries for products for which the registered shelf label price has changed.

  5. In the Shelf label printing form, change the value in the Quantity column to print the number of labels that you need.

  6. Depending on the version of the product that you are using, to view a list of the labels that will be printed do one of the following:

    • In AX 2012 R3 click Labels to print.

    • Otherwise, click Transactions, and then click Labels to print.

    To view a list of labels that have already been printed, click Printed labels.

  7. Depending on the version of the product that you are using, to generate labels, do one of the following:

    • In AX 2012 R3 click Print labels.

    • Otherwise, click Print, and then click Print labels.

  8. Select the printer to use to print the shelf labels, and then click OK.

  9. After the labels are generated, in the Shelf label printing form, you can view the quantity of labels that you requested in the Quantity column, and compare it with the quantity that was printed in the Printed quantity column.

In Retail in AX 2012 R3, you can generate shelf labels for multiple products at the same time. You can also generate shelf labels for products that are included in purchase orders, transfer orders and for released products. You can generate shelf labels for one or more products at the same time from any of the following forms:

  • Released products

  • Released product details

  • Purchase order

  • Posting product receipt

  • Shipment

  • Receive

  1. Click Product information management > Common > Released products. On the Released products list page, select one or more product rows.

    –or–

    Click Product information management > Common > Released products. On the Released products list page, double-click a product in the list.

    –or–

    Click Retail > Common > Products > Released products by category. On the Released product details list page, select one or more product rows.

  2. On the Action Pane, on the Retail tab, in the Functions group, click Print shelf labels.

  3. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels.

  4. To generate shelf labels for additional products, click Add products. Then, in the Add products form, select the products that you want to add from the list of available products, and then click OK.

    To remove products from the list, in the Print shelf labels form, select the products in the list, and then click Remove.

  5. In the Store number field, select the store to print the labels for.

  6. In the Quantity field, enter the number of labels that you want to generate for each line item.

  7. In the Print shelf labels form, click OK to generate the shelf labels.

You can generate the labels for products that are included in a purchase order at any time in the purchase order life cycle.

Generate shelf labels for products in a purchase order

To generate shelf labels for products that are included in a purchase order, follow these steps:

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. On the All purchase orders list page, double-click a purchase order in the list.

  2. In the Purchase order form, on the Action Pane, on the Retail tab, click Print shelf labels.

  3. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the purchase order line items.

    NoteNote

    Only the line items that are included in the purchase order are included in the list on the form. You can remove selected line items from the list if you don’t want to print shelf labels for those line items.

  4. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

  5. In the Quantity field, enter the number of labels that you want to generate for each line item.

  6. Click OK to generate the shelf labels for the products in the list.

Generate shelf labels for products in a purchase order when you generate a product receipt

To generate shelf labels for products that are included in a purchase order at the time that the products are received, follow these steps:

  1. Click Accounts payable > Common > Purchase orders > All purchase orders. On the All purchase orders list page, double-click a purchase order in the list that is assigned an approval status of Confirmed or confirm a purchase order.

    To confirm a purchase order, create a new purchase order or select an open purchase order. Then, on the Action Pane, on the Purchase tab, in the Generate section, click Confirmation.

  2. In the Purchase order form, on the Action Pane, on the Receive tab, in the Generate section, click Product receipt.

  3. In the Posting product receipt form, in the Parameters tab, select the Print shelf labels check box.

  4. On the Overview tab, in the Product receipt field, enter the product receipt number for each line, and then click OK.

    After the receipt is finished posting, the Print shelf labels form opens.

  5. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the purchase order line items.

    NoteNote

    Only the line items that are included in the purchase order are included in the list on the form. You can remove selected line items from the list if you don’t want to print shelf labels for those line items.

  6. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

  7. In the Quantity field, enter the number of labels that you want to generate for each line item.

  8. Click OK to generate the shelf labels for the products in the list.

You can generate shelf labels for products that are included in a transfer order and include them when the products are shipped. You can also generate shelf labels for products that are received from a transfer order.

Generate shelf labels for products shipped in a transfer order

To generate labels for products that are shipped in a transfer order, follow these steps:

  1. Click Inventory management > Periodic > Transfer orders.

  2. In the Transfer orders form, select a transfer order in the list that has a transfer status of Created, or create a new transfer order.

    If you select an existing transfer order, on the Lines tab, adjust the Ship date and the Receipt date if you need to.

  3. Click Posting, and then select Ship transfer order from in the list.

  4. In the Shipment form, enter the appropriate information to ship the order, and then, on the Overview tab, do the following:

    • In the Update field, select the appropriate value from the list. For more information about the different values in the drop down list, see Transfer order shipment (form).

    • Select the Edit lines check box if appropriate. For more information about when to select the Edit lines check box, see Transfer order shipment (form).

    • Select the Print shelf labels check box.

    • Click OK.

  5. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the transfer order line items.

    NoteNote

    Only the line items that are included in the transfer order are included in the list in the form. You can remove selected line items from the list if you don’t want to print shelf labels for those line items.

  6. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

  7. In the Quantity field, enter the number of labels that you want to generate for each line item.

  8. Click OK to generate the shelf labels for the products.

Generate shelf labels for products received from a transfer order

To generate labels for products that are received from a transfer order, follow these steps:

  1. Click Inventory management > Periodic > Transfer orders.

  2. In the Transfer orders form, select a transfer order that has a transfer status of Shipped.

  3. Click Posting, and then select Receive from the list.

  4. In the Receive form, enter the appropriate information to ship the order, and then, on the Overview tab, do the following:

    • In the Update field, select the appropriate value from the list. For more information about the different values in the drop down list, see Transfer order shipment (form).

    • Select the Edit lines check box if appropriate. For more information about when to select the Edit lines check box, see Transfer order shipment (form).

    • Select the Print shelf labels check box.

    • Click OK.

  5. In the Print shelf labels form, in the Report name field, select the shelf label report to use to generate the shelf labels for the transfer order line items.

    NoteNote

    Only the line items that are included in the transfer order are included in the list in the form. You can remove selected line items from the list if you don’t want to print shelf labels for those line items.

  6. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

  7. In the Quantity field, enter the number of labels that you want to generate for each line item.

  8. Click OK to generate the shelf labels for the products.


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