Retail store transactions (form) [AX 2012]

Updated: June 15, 2015

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

Click Retail > Inquiries > Retail store transactions.

Use this form to view transactions that originate in retail stores. The form displays transaction types such as logon, logoff, sales order, sale, sales invoice, payment, tender declaration, and voided transaction.

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

Tab

Description

Overview

View a list of retail transactions and selected details.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

General

View general information about a selected transaction.

Amount

View monetary information about a selected transaction.

Details

View receipt information about a selected transaction.

Account

View posting information about a selected transaction.

Financial dimensions

View dimension information about a selected transaction.

Control unit data

View data received from a control unit for a selected transaction.

NoteNote

(SWE) This feature is available only if your company’s primary address is in Sweden and if cumulative update 8 for AX 2012 R3 is installed.

Button

Description

Transactions

Open other inquiry forms, where you can retrieve additional information about a selected transaction.

Reports

Open the Print copy report.

Functions

Open the Change wrong shift marking and Move transaction to new shift forms.

Field

Description

Transaction number

The unique identifier of the transaction.

Shift register ID

The register that recorded the transaction.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Shift ID

The identifier of the shift when the transaction occurred.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Receipt number

The unique identifier of the receipt.

Store number

The unique identifier of the store where the transaction occurred.

Operating unit number

The operating unit that the store is assigned to.

Register number

In Microsoft Dynamics AX 2012 R2 this field is called Register.

The unique identifier of the point of sale (POS) register.

Type

The type of the transaction, such as logon, logoff, end of shift, or end of day.

Entry status

In Microsoft Dynamics AX 2012 R2 this field is called Posting status.

The status of the entry. The status can be, None, Voided, Posted, Concluded, Cancelled, or On Hold.

Staff

The unique identifier of the staff member who performed the transaction.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Date

The date that the transaction occurred.

Transaction time

The time of day that the transaction occurred.

Channel type

The retail channel where the transaction was recorded.

Description

Comments that are entered by the cashier for any cash management transactions. For example when they enter the starting amount in the register.

Transaction code

A code that indicates that an error occurred during the posting process. Possible values include Blocked customer and Sales/payment difference.

Created offline

A selected check box indicates that the transaction was created when the Microsoft Dynamics AX for Retail POS register system was offline.

Created at register

The unique identifier of the POS register.

NoteNote

This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Statement code

If a statement has been generated for the transaction, the code for the statement that the transaction is included in.

Statement number

The unique identifier of the statement that includes the transaction.

Customer account

The unique identifier of the customer account.

Customer requisition

The number of the requisition that the customer provided.

Loyalty card number

The unique identifier of the loyalty card that was used in the transaction.

Loyalty customer

The unique identifier of the loyalty customer who conducted the transaction.

Gross amount

The total transaction amount, in the accounting currency. This amount includes taxes.

Net amount

The net transaction amount in the accounting currency. This amount excludes taxes.

Payment amount

The amount of the payment that was tendered for the transaction.

Cost amount

The product cost for the transaction.

Sales order amount

The amount on the sales order for the transaction.

Sales invoice amount

The amount of the invoice that was issued for the transaction.

Sales order

The unique identifier of the sales order.

Discount amount

The amount of the discount that was applied to the transaction.

Total discount amount

The amount of the discount that was applied to the transaction.

Rounded amount

The transaction amount after the discount was applied. This amount is rounded based on the rounding setting for the payment method.

Sales/payment difference

The difference between the transaction amount and the amount that was paid.

Number of products

The number of products that are listed on the receipt.

Number of product lines

The number of product lines on the receipt.

Number of payment lines

If payment was tendered by using various payment methods, the number of payment lines on the receipt.

Sale is return sale

A selected check box indicates that the transaction was a return sale.

Comment

Free form text about the transaction.

Time when transaction closed

The time of day that the transaction was concluded.

Receipt email

The email address to which the receipt was sent.

Email sent

A selected check box indicates that the receipt was sent via email.

Income/Expense amount

The transaction amount, in the accounting currency, that was posted to an income account or an expense account.

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Control code

The unique control code that is generated by the control unit.

Control unit serial number

The serial number of the control unit.

Transaction time

The time at which the transaction was registered in the control unit.

Date

The date on which the transaction was registered in the control unit.

Copy of receipt

Indicates that a copy of the original receipt was printed at the specified transaction time and date.


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