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Dynamics AX Updates

Configuring Dynamics AX POS for Retail

Set up the functionality profile, and then assign the functionality profile to a store

Dynamics AX POS

Dynamics AX POS functionality profile

Use the Dynamics AX 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 to the Retail > Setup > POS > Profiles > Functionality profiles.
  2. Select or create a functionality profile.
  3. On the General FastTab, in the ISO field, choose 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 the Aggregate products for printing check boxes are cleared.
  6. Close the form, and then assign the functionality profile to the store.

Prerequisites

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

Category Prerequisite
Version  Retail in Microsoft Dynamics AX 2012 R2 or Microsoft Dynamics AX 2012 R3 is installed.

Set up a retail store

Use the Stores form to set up the retail store.

To perform this task, follow these steps:

  1. Click to the Retail > Common > Retail channels > Retail stores.
  2. Click to the Retail store to create a record, or double-click an existing record to open the Stores form.
  3. Select the Prices to include sales tax checkbox.
  4. In the Default customer field, choose a customer account that is marked as the final user and located in the same state as the store.

Set up the hardware profile, and then assign the hardware profile to a POS register

Use the Dynamics AX 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 to the Retail > Setup > POS > Profiles > Hardware profiles.
  2. Select or create a hardware profile.
  3. On the Printer FastTab, in the Printer field, select a printer.
  4. In the Description field, enter the description for the printer that is assigned to the store.
  5. In the Management reports field group, enter data in the Configuration parameters, PAF-ECF identification, and Payment methods fields.

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

  6. In 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 Dynamics AX POS register.

Set up fiscal printer integration

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

  1. Obtain the necessary fiscal printer components from a manufacturer of the fiscal printer.
    • For the Daruma printers, the necessary components are the DarumaFrameWork.dll, lebin.dll, and LeituraMFDBin.dll.
    • For the Bematech printers, the necessary components are the BemaFI32.dll, BemaMFD.dll, BemaMFD2.dll, and sign_bema.dll.
  2. Copy the components into a folder c:\ProgramFiles\Microsoft Dynamics AX\60\Retail POS or c:\ProgramFiles (x86)\Microsoft Dynamics AX\60\Retail POS.

Set up payment methods for an organization

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

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

  1. Click to the Retail > Setup > Payment methods > Payment methods.
  2. Select or create a payment method.
  3. In 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 the credit or debit cards, and then map them to the payment method that is assigned to the printer.

Set up tax codes for Dynamics AX POS

The Dynamics AX POS uses the same sales tax setup.

Apart from the standard tax codes that are used to determine the tax rates, you must use the Sales tax codes form to set up sales tax codes that begin with the below 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.

Determine CFOP code for fiscal receipts

The CFOP for the 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 Mention a product type for the item by using the Released product details form.

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

The below 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

Set up the fiscal document model 2

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

To set up the Dynamics AX 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.

Design the screen layout to include the mandatory columns for items

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

  1. Click to the Retail > Setup > POS > Screen layouts.
  2. In Screen layouts form, enter the required details for the screen layout.
  3. In Button grids fields, add lines for the following item columns:
    • Item description or the 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 an item.
    • Item unit price – Price per unit of an item.
    • Item total price – The total price of an item.
    • Sale total amount – The total sale amount.

Set up the POS to generate Nota Fiscal Paulista file

The Nota Fiscal Paulista file is the electronic fiscal file that contains details about daily sales transactions. This action is performed by a built-in fiscal printer function, which creates one file for each day during which there is the movement of items.

To set up 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.

Attach the fiscal receipt reference to a fiscal document

The fiscal receipt can be replaced by the 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 a fiscal receipt. The discrepancies must be adjusted manually in Fiscal reference form.

  1. Click to the Accounts receivable > Common > Sales orders > All sales orders.–or–Click to the Sales and marketing > Common > Sales orders > All sales orders.
  2. Click 2 times to the sales order for the fiscal document to open Sales order form.
  3. On the Action Pane, on the Invoice tab, click the 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.
  5. Inside the Fiscal printer serial number field, enter the fiscal printer’s serial number and enter the terminal number that is assigned to the printer.

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