Purpose codes in Dynamics AX 2012 for Retail are pretty impressive and at the identical time flexible way of accumulating more information through product sales process at POS terminal. It can be utilised for any sort of BI-related examination asked for, for example, by Marketing section.
To produce a explanation code, go to Retail->Setup->Reason codes.
Every code will require to be assigned enter variety. There are quite a few enter kinds available:
I would persuade you to study on-line assistance on this form as it gives really great explanations for every form.
I feel the most powerful a single is Subcode buttons type. For example, when one particular item is included to a transaction a popup message would present up asking a keep associate if delivery demand item demands to be added. If the solution is Indeed, then transport merchandise is routinely additional to the sales transaction. If the solution is No, then no actions are carried out. This can enormously simplify revenue entering process for non-stocked solutions and eradicate human mistake when shipping was accidentally overlooked.
Now let’s discuss about distinct cause steps for codes to pop up. Reason codes can be assigned to:
• Things
• Shoppers
• Payment approaches
• Functionality profiles
Let us take into account various illustrations.
When you connect a code to an merchandise, it will be displayed on POS monitor when this item is additional to a product sales transaction. This could be beneficial for goods that need buyer’s age verification.
To attach a code to an product, go to Product details management->Common varieties->Released products, Retail tab and click on explanation codes button. From below you will be equipped to decide on from 1 of the existing codes and if required modify default input parameters.
When you connect a code to a client, it will be exhibited on POS display screen when this shopper is added to a sales transaction. For case in point, it can remind store associate to verify shipping and delivery handle or no matter whether or not sales receipt really should be emailed or just printed.
To attach a code to an product, go to AR->Common types->All consumers, double simply click on the client you will need to modify, find Retail tab and click on Explanation codes button.
When you attach cause code to payment approach, it will be shown on POS screen when this payment system is applied to full gross sales transaction. For illustration, the retail retail outlet might accept checks and they will be approved making use of 3rd aspect processing program that will return an authorization code at the conclusion of successful authorization. You could want to capture this code when check out payment is accepted, earning the reconciliation course of action a lot easier for head place of work employee.
That is why you could want to develop a code with enter style Text and attach it to keep payment method. To do this, go to Retail->Common forms->Retail channels->Retail retailers, Established up tab, Payment approaches button and then click on Rationale codes button.
And last but not least, the spot that is employed to attach reason codes to a large checklist of predefined induce actions can be observed on Functionality profile kind. Functionality profiles are assigned to retail stores and among other points employed for code assignments for the pursuing set off actions.
To open up features profile variety, go to Retail->Setup->POS->Profiles->Functionality profiles.
As you can see you can attach purpose codes to return transactions, value overrides and even at the starting and conclude of each and every transaction amid some others.
There are many critical parameters that outline the habits of any specified motive code:
• print both prompt, enter or enter name on revenue receipts
• specify the frequency with which code will pop up as properly as weather input is essential
• max/min values allowed as inputs
Continue to keep in mind that only prompt and not description of a motive code will clearly show on POS monitor.
After the code displays on POS and enter is typed in, the rationale code transaction is recorded in POS database. Then P-1001 is executed which transfers all POS transaction (like purpose code kinds) to AX databases. That is when you can evaluation them by likely to Retail->Inquiries->Transactions, click on on Transactions button and decide on Cause code transactions. Keep in mind that only transaction with style Profits and Buyer order can have them attached.
The table that holds these documents in AX databases is referred to as RetailTransactionInfocodeTrans.
That is all for currently. In my future submit I plan to share my working experience with location up replenishment in AX. This will consist of creating replenishment principles and replenishment hierarchies as effectively as processing transfer orders designed with buyer’s push and cross-docking capabilities.
