Reassign workers to stores after upgrade (Retail) [AX 2012]

Updated: January 27, 2012

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

After you upgrade to Microsoft Dynamics AX 2012 Feature Pack, you must manually reassign existing workers to stores. This step is necessary, because Microsoft Dynamics AX 2009 for Retail did not enforce a worker-to-store relationship, and the upgrade framework cannot derive these relationships.

Caution noteCaution

If you do not correctly supply data for worker-to-store relationships, workers may be unable to log on to a point of sale (POS) terminal. Alternatively, a worker may be able to log on to a terminal at the wrong store.

Follow these steps to assign an existing worker to a store after an upgrade.

TipTip

The following example shows how to add one worker to one store. You can also add a worker to multiple stores. To add a worker to multiple store, assign an address book that contains the worker to multiple stores.

  1. Open the Microsoft Dynamics AX client.

  2. Click Organization administration > Setup > Global address book > Address books to open the Address books form.

  3. Click New to create a new address book. Enter a name for the address book, and then press Enter. For this example, name the address book Store1.

  4. Click Retail > Common > Retail channels > Retail stores to open the Retail stores form.

  5. Select Store1, and then click Edit.

  6. In the Employee address book field, select Store1.

  7. Click Retail > Common > Workers to open the Workers form.

  8. Select a worker to assign to Store1, and then click Edit.

  9. In the Address books field, select Store1.

  10. Run N jobs or A jobs for Staff and Store to replicate the data.


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

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