POS position permissions (form) [AX 2012]

Updated: March 24, 2014

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

Click Retail > Common > Workers. On the Workers list page, select a worker. Then, on the Action Pane, on the Retail tab, in the Set up group, click POS permissions.

Use this form to select a position for the worker, and then select a permission group and individual permissions, if the worker requires individual permissions. These permissions are linked to operations that can be performed at the point of sale in Microsoft Dynamics AX for Retail POS.

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

Tab

Description

POS permissions

Select individual permissions for the position.

Field

Description

Position

Select the position to define permissions for.

Override permissions

Select this check box to customize a permission group by selecting individual permissions.

POS permission group

Select a permission group for the selected position.

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 total discount amount

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

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 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.

View time clock entries

Select this check box to allow the employee who is assigned to the permission group to view the time clock entries of the store’s employees.

NoteNote

This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

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.

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.

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.

This control is available only if Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed.

Allow change peripheral station

Select this check box to allow the employee who is assigned to the permission group to change hardware stations.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Allow reset password

Select this check box to allow the employee who is assigned to the permission group to reset the passwords for other employees.

This control is available only if Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed.

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.

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

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

Manage device

Select this check box to allow the employee who is assigned to the permission group to manage devices, such as tablets and smartphones, that are used as POS registers in the store.

This control is available only if Microsoft Dynamics AX 2012 R3 is installed.


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