(BRA) Configure Microsoft Dynamics AX for Retail POS [AX 2012]

Updated: February 18, 2014

Applies To: Microsoft Dynamics AX 2012 R3

Follow the steps in this topic to configure Microsoft Dynamics AX for Retail POS for the Brazilian market.

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Retail in AX 2012 R2 or AX 2012 R3 is installed.

Country/region

The primary address for the legal entity must be in the following countries/regions: Brazil

Use the Stores form to set up a retail store.

To perform this task, follow these steps:

  1. Click Retail > Common > Retail channels > Retail stores.

  2. Click Retail store to create a record, or double-click an existing record to open the Stores form. For more information, see 设置零售商店.

  3. Select the Prices include sales tax check box.

  4. In the Default customer field, select a customer account that is marked as the final user and located in the same state as the store.

Use the POS functionality profile form to set up a functionality profile, and then assign it to a store.

To perform this task, follow these steps:

  1. Click Retail > Setup > POS > Profiles > Functionality profiles.

  2. Select or create a functionality profile. For more information, see “Set up functionality profiles” in 设置和分配功能配置文件.

  3. On the General FastTab, in the ISO field, select the ISO code for the country in which the store is located.

  4. On the Functions FastTab, select the Print X/Z report on POS check box.

  5. Ensure that the Aggregate products, Aggregate payments, and Aggregate products for printing check boxes are cleared.

  6. Close the form, and then assign the functionality profile to a store. For more information, see “Assign a functionality profile to a store” in 设置和分配功能配置文件.

Use the POS hardware profile form to set up a hardware profile, and then assign it to a POS register.

To perform this task, follow these steps:

  1. Click Retail > Setup > POS > Profiles > Hardware profiles.

  2. Select or create a hardware profile. For more information, see “Set up hardware profiles” in 设置硬件配置文件.

  3. On the Printer FastTab, in the Printer field, select a printer.

  4. In the Description field, enter a description for the printer that is assigned to the store.

  5. In the Management reports field group, enter information in the Configuration parameters, PAF-ECF identification, and Payment methods fields.

    NoteNote

    The Management reports parameters must have the same values as the management reports that you configured for the fiscal printer.

  6. In the Gift card totalizer name field, enter the corresponding non-fiscal totalizer for the fiscal printer.

  7. Close the form, and then assign the hard profile to a POS register. For more information, see “Assign a hardware profile to a register” in 设置硬件配置文件.

The integration with the fiscal printer uses some components that are provided by the fiscal printers’ manufacturers, which can be Daruma or Bematech. To integrate Microsoft Dynamics AX with a fiscal printer, follow these steps:

  1. Obtain the necessary fiscal printer components from the manufacturer of the fiscal printer.

    • For Daruma printers, the necessary components are DarumaFrameWork.dll, lebin.dll, and LeituraMFDBin.dll.

    • For Bematech printers, the necessary components are BemaFI32.dll, BemaMFD.dll, BemaMFD2.dll, and sign_bema.dll.

  2. Copy the components into the folder c:\ProgramFiles\Microsoft Dynamics AX\60\Retail POS or c:\ProgramFiles (x86)\Microsoft Dynamics AX\60\Retail POS.

For more information about how to configure fiscal printers, see (BRA) Configure fiscal printers.

If the fiscal printer has tender types that were previously configured, these tender types must be associated with the tender types in Microsoft Dynamics AX. You can do this by using the Payment methods form.

NoteNote

You can group payment methods based on the type of payment that they are used for, such as credit card payments or debit card payments.

To associate the fiscal printer’s tender types with the tender types in Microsoft Dynamics AX, follow these steps:

  1. Click Retail > Setup > Payment methods > Payment methods.

  2. Select or create a payment method. For more information, see 为组织设置付款方式.

  3. In the Payment method name in fiscal printer field, enter the corresponding name of the payment method that is configured for your fiscal printer. You can enter separate values for credit or debit cards, and then map them to the payment method that is assigned to the printer.

    ImportantImportant

    This payment method configuration is used for all POS terminals for all of the stores that are set up in Microsoft Dynamics AX. Therefore, it’s necessary to enter the same Payment method name in fiscal printer value for each fiscal printer that is assigned to a store.

The POS uses the same sales tax setup that is configured to determine tax rates for Brazil. The Código Fiscal de Operações e Prestações (CFOP) matrix is not used for POS transactions in Brazil. Therefore, you need to specify an item sales tax group for each item. For more information about setting up tax, see (BRA) Set up ledger posting groups for sales tax, (BRA) Set up taxation origin for items, (BRA) Set up CFPS codes, and (BRA) Set up tax codes.

Apart from the standard tax codes that are used to determine tax rates, you must use the Sales tax codes form to set up sales tax codes that begin with the following letters, based on their respective tax exceptions:

  • F – Use tributary substitution to determine tax rates for sold items.

  • I – Determine tax rates for exempt items.

  • N – The sold items are non-taxable.

The CFOP for a fiscal receipt is determined based on the product type of the item, which must be set up based on the Public Digital Bookkeeping System (SPED) fiscal definition. You can specify a product type for the item by using the Released product details form. For more information, see (BRA) Released product details (modified form).

NoteNote

If the tax code begins with the letter “F,” and if the item is not a service item, the CFOP will be 5.405.

The following table explains how the CFOP is determined for a fiscal receipt.

Operation number

Operation parameter

03, 04, 05, 06

5.101

00, 01, 02, 07, 08, 10, 99

5.102

09

5.933

If the fiscal printer cannot be used because of a hardware problem, or if there is a communication error between Microsoft Dynamics AX and the fiscal printer, all sales that are made during this period are not printed in a standard fiscal receipt. These sales must be registered in the POS system by using the Fiscal document model 2.

To set up the POS to add a Fiscal document model 2, follow these steps:

  1. Create a blank operation.

  2. Set the Operation name field to 3.

  3. Leave the Blank operation param field blank.

The POS sales screen in Microsoft Dynamics AX must display some mandatory columns for items. You can use the Screen layouts form to customize the layout of the POS sales screen.

  1. Click Retail > Setup > POS > Screen layouts.

  2. In the Screen layouts form, enter the required details for the screen layout. For more information, see 屏幕布局 (窗体).

  3. In the Button grids fields, add lines for the following item columns:

    • Item description or Item name – The name and description of the item.

    • Quantity – The quantity of the item.

    • Unit of measure – The unit to use to measure the quantity of the item.

    • Item unit price – The price per unit of the item.

    • Item total price – The total price of the item.

    • Sale total amount – The total sale amount.

The Nota Fiscal Paulista file is an electronic fiscal file that contains details about daily sales transactions and must be submitted to the Brazilian tax authorities. It is automatically generated every day after you print the Z report, and is saved in the folder c:\ProgramFiles\Microsoft Dynamics AX\60\Retail POS\Arquivos PAF-ECF. This action is performed by a built-in fiscal printer function, which creates one file for each day during which there is movement of items.

To set up the POS to generate the Nota Fiscal Paulista file, follow these steps:

  1. Create a blank operation.

  2. Set the Operation number field to 2.

  3. Leave the Blank operation param field blank.

The fiscal receipt can be replaced by a fiscal document or an electronic fiscal document that is issued as a customer invoice in the Sales order form. If the sales order does not use the prices and discounts feature of Microsoft Dynamics AX, you must verify the price and the taxes of the sales order lines to ensure that they match the order lines of the fiscal receipt. The discrepancies must be adjusted manually in the Fiscal reference form.

  1. Click Accounts receivable > Common > Sales orders > All sales orders.

    –or–

    Click Sales and marketing > Common > Sales orders > All sales orders.

  2. Double-click the sales order for the fiscal document to open the Sales order form.

  3. On the Action Pane, on the Invoice tab, click Invoice to open the Posting invoice form.

  4. In the lower pane, on the Setup tab, click Fiscal reference to open the Fiscal reference form, where you can attach a fiscal receipt reference to the customer invoice. For more information, see “Attach a fiscal reference to a customer invoice” in (BRA) Attach a fiscal reference to a fiscal document.

  5. In the Fiscal printer serial number field, enter the fiscal printer’s serial number.

  6. In the Fiscal printer number field, enter the terminal number that is assigned to the printer.


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

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