(RUS) Set up Microsoft Dynamics AX to process returns during a different shift [AX 2012]

Updated: March 12, 2014

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

Follow the steps in this topic to set up Microsoft Dynamics AX to process return transactions for items that are returned during a shift that is different from the shift in which the items are sold at the point of sale (POS).

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

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R2 or AX 2012 R3

Country/region

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

Related setup tasks

  • In the Retail parameters form, in the Posting area, on the Payments FastTab, in the Cash payment journal field, set up the default cash payment journal to post cash payments.

  • Create a permission group to process return transactions during a different shift by selecting Warn for return or Allow return in the Return during a different shift field in the Permission groups form. Assign the permission group to the cashier worker record. For more information, see (RUS) Set up permission groups to regulate the return of sold items.

Use this procedure to set up a cash account that is used as a cash office in a store. You cannot delete a cash account that is used as a cash office in a store.

To perform this task, follow these steps:

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

  2. Select a retail store, and then click Edit, or create a retail store. For more information about how to create a retail store, see 设置零售商店.

  3. On the General FastTab, in the Cash office field, select a cash account to be used as a cash office for the selected retail store.

Use this procedure to set up parameters to process return transactions during a different shift in the same way that you process return transactions during the same shift.

To perform this task, follow these steps:

  1. Click Retail > Setup > Parameters > Retail parameters.

  2. Select the Process as a return in the same shift check box to process return transactions during a different shift in the same way that you process return transactions during the same shift.

    NoteNote

    You must clear the Process as a return in the same shift check box to process return transactions by specifying the disbursement slip number or by automatically creating a disbursement slip at the POS. When you clear this check box, a fiscal receipt is not generated for the return transaction that is performed during a different shift.

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Configuration keys

No configuration key is required for this task.


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

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