Reply To: Upgrading a Retail system in MS Dynamics AX


Anne Smith

The upgrade process for Retail installations of Microsoft Dynamics AX 2012 is based on the Microsoft Dynamics AX 2012 upgrade framework, and uses procedures that are common to both Retail and non-Retail deployments. Before administrators attempt an upgrade, they must be familiar with the Microsoft Dynamics AX 2012 Upgrade Guide and the regularly updated upgrade documentation on TechNet.

Retail upgrade paths are a subset of general Microsoft Dynamics AX 2012 upgrade paths. Microsoft Dynamics AX supports several direct upgrade paths for Retail customers who want to upgrade to Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, or Microsoft Dynamics AX 2012 Feature Pack from previous versions.

Starting with AX 2012 Feature Pack, there is no longer an in-store upgrade process for Retail POS. Instead, you must uninstall the previous version, back up the Retail POS database, and then install AX 2012 R3 Retail POS and create a new database.

Upgrade-related deployment of POS registers differs in one respect from other deployments: You will probably want to set seed values for receipts at existing stores in order to maintain sequential receipt numbers. To do this, open the Retail POS redeployment form at Retail > Periodic > Retail POS redeployment and specify the appropriate seed values.

To download all required data to an upgraded store, run a full data sync for the store’s channel database. Open the Channel database form at Retail > Setup > Retail scheduler > Channel integration > Channel database. On the Action Pane, click Full data sync and select distribution schedule 9999.

Support for multiple versions of Retail POS
A retail upgrade to AX 2012 Feature Pack required you to upgrade all of your POS register across all of your stores immediately after upgrading the Microsoft Dynamics AX headquarters system. Otherwise data connectivity with the registers would be lost when Microsoft Dynamics AX was stopped for upgrade, and any sales transactions processed after the start of the upgrade had to be manually imported for posting. AX 2012 R2 introduced new functionality that let a previous register version communicate with AX 2012 R2 after the upgrade. This functionality has been enhanced in AX 2012 R3 to support all of the earlier register versions:

1. AX 2009 for Retail (R2 Refresh)

2. AX 2012 Feature Pack

3. AX 2012 R2

Previous-version support depends on the following prerequisites:

1. The Foundation upgrade model must be installed.

2. The Keep update objects license configuration key for the appropriate version must be enabled.

3. The Keep retail objects license configuration key must be enabled.

4. The Retail Commerce Data Exchange backward compatibility license configuration key must be enabled.

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