Online store transactions (form) [AX 2012]

Updated: June 15, 2015

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

Click Retail > Inquiries > Online store transactions.

Use this form to view transactions that originate in online stores. You can use this form to view completed sales order transactions, and sales orders that are still pending but not yet completed. You can also use this data to identify and resolve issues about online order processing.

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

Tab

Description

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.

Button

Description

Transactions

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

Reports

Open the Print copy report.

Field

Description

Transaction number

The unique identifier of the transaction.

Channel Reference Id

The unique identifier that is assigned to the online order.

Sales order

The unique identifier of the sales order that was created for the online store transaction.

Operating unit number

The legal entity that the sales transaction originates from.

Pending order status

The status of the sales order in Microsoft Dynamics AX.

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.

Created offline

A selected check box indicates that the transaction was created when the online store was offline.

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.

Discount amount

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

Total discount amount

The total 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.


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

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