Permission groups (form)

  • Article

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

Click Retail > Setup > POS > Permission groups.

Use this form to set up point of sale (POS) permission groups that you can assign to workers who use Microsoft Dynamics AX for Retail POS.

Task that uses this form

Set up permissions and operations

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Permissions

Select the permissions that are included in the POS permission group.

Fields

Field

Description

Manager privileges

Select this check box to grant managerial privileges to the employee who is assigned to the permission group.

Allow blind close

Select this check box to allow the employee who is assigned to the permission group to perform a blind close.

Allow X-report printing

Select this check box to allow the employee who is assigned to the permission group to print X reports.

Allow Z-report printing

Select this check box to allow the employee who is assigned to the permission group to print Z reports.

Allow tender declaration

Select this check box to allow the employee who is assigned to the permission group to perform tender declarations.

Allow floating declaration

Select this check box to allow the employee who is assigned to the permission group to perform floating declarations.

Allow transaction suspension

Select this check box to allow the employee who is assigned to the permission group to suspend transactions.

Allow transaction voiding

Select this check box to allow the employee who is assigned to the permission group to void transactions.

Allow change, no void

Select this check box to allow the employee who is assigned to the permission group to change transactions but not void them.

Open drawer without sale

Select this check box to allow the employee who is assigned to the permission group to open the cash drawer without performing a sales transaction.

Maximum line discount amount

Type the maximum discount amount that the employee who is assigned to the permission group can apply to individual line items.

Maximum discount percentage

Type the maximum discount percentage that the employee who is assigned to the permission group can apply to individual line items.

Maximum discount total percentage

Type the maximum discount percentage that the employee who is assigned to the permission group can apply to transaction totals.

Maximum total discount amount

Type the maximum discount amount that the employee who is assigned to the permission group can apply to transaction totals.

Maximum line return amount

Of the amount for individual line items, type the maximum amount that the employee who is assigned to the permission group can accept for return.

Maximum total return amount

Of the total amount for a transaction, type the maximum amount that the employee who is assigned to the permission group can accept for return.

Allow create order

Select this check box to allow the employee who is assigned to the permission group to create quotations and sales orders.

Allow edit order

Select this check box to allow the employee who is assigned to the permission group to modify quotations and sales orders.

Allow retrieve order

Select this check box to allow the employee who is assigned to the permission group to retrieve quotations and sales orders.

Allow price override

Select the type of price override that the employee who is assigned to the permission group can perform.

  • Higher and lower – The employee can override prices, and set a higher or lower price.

  • Higher only – The employee can override prices but can set only a higher price.

  • Lower only – The employee can override prices but can set only a lower price.

  • None allowed – The employee cannot override prices.

Allow multiple logons

Select this check box to allow the employee who is assigned to the permission group to log on to multiple registers.

Allow multiple shift logon

Select this check box to allow the employee who is assigned to the permission group to log on to multiple shifts.

Allow sales tax change

Select this check box to allow the employee who is assigned to the permission group to change the sales tax that is applied to transactions.

Store inventory user

Select this check box to allow the employee who is assigned to the permission group to perform stock counts, and receive and pick inventory.

Allow password change

Select this check box to allow the employee who is assigned to the permission group to change his or her password.

Allow change peripheral station

Select this check box to allow the employee who is assigned to the permission group to select a hardware station, and then pair it with a device.

Allow reset password

Select this check box to allow the employee who is assigned to the permission group to reset another employee's password by using a temporary password.

Allow kit disassembly

Select this check box to allow the employee who is assigned to the permission group to disassemble a product kit at the register to sell the individual components.

Note

This permission applies only if the kit is set up to allow disassembly at the register. For information about how to set up a product kit to allow its disassembly, see Create retail product kits.

Manage device

Select this check box to allow the employee who is assigned to the permission group to activate and inactivate point-of-sale (POS) devices at stores.

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