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Explanation Codes in Dynamics AX 2012 for Retail

Explanation Codes in Dynamics AX 2012 for Retail

Purpose codes in Dynamics AX 2012 for Retail are pretty effective and at the very same time adaptable way of amassing added data for the duration of sales method at POS terminal. It can be employed for any form of BI-similar evaluation requested, for instance, by Advertising and marketing division.

To generate a rationale code, go to Retail->Setup->Reason codes.

Each individual code will require to be assigned enter variety. There are many input types obtainable:

I would really encourage you to read online aid on this variety as it offers really superior explanations for every single type.

I think the most highly effective one is Subcode buttons style. For illustration, when a person product is extra to a transaction a popup information would display up inquiring a store associate if shipping and delivery cost product requirements to be additional. If the respond to is Indeed, then delivery product is quickly added to the gross sales transaction. If the reply is No, then no steps are carried out. This can considerably simplify sales moving into course of action for non-stocked solutions and reduce human mistake when transport was accidentally neglected.

Now let’s chat about distinct set off actions for codes to pop up. Cause codes can be assigned to:

• Goods
• Buyers
• Payment strategies
• Functionality profiles

Let’s contemplate a number of examples.

When you attach a code to an product, it will be displayed on POS screen when this item is additional to a profits transaction. This could be helpful for goods that need buyer’s age verification.

To connect a code to an item, go to Product or service facts administration->Common sorts->Released goods, Retail tab and click on motive codes button. From in this article you will be ready to choose from one of the existing codes and if needed modify default input parameters.

When you connect a code to a customer, it will be exhibited on POS display when this shopper is extra to a income transaction. For case in point, it can remind retailer associate to confirm shipping and delivery deal with or no matter whether or not sales receipt should be emailed or just printed.

To attach a code to an merchandise, go to AR->Common types->All consumers, double simply click on the shopper you want to modify, find Retail tab and click on Rationale codes button.

When you attach cause code to payment method, it will be displayed on POS screen when this payment technique is utilised to total income transaction. For illustration, the retail keep may accept checks and they will be approved applying third section processing technique that will return an authorization code at the conclusion of productive authorization. You could want to capture this code when verify payment is approved, creating the reconciliation approach easier for head workplace worker.

That is why you may possibly want to make a code with input form Textual content and attach it to retailer payment system. To do this, go to Retail->Common varieties->Retail channels->Retail stores, Set up tab, Payment techniques button and then simply click on Reason codes button.

And eventually, the location that is made use of to connect reason codes to a huge listing of predefined cause actions can be found on Operation profile kind. Performance profiles are assigned to retail retailers and among the other points made use of for code assignments for the adhering to bring about steps.

To open performance profile form, go to Retail->Setup->POS->Profiles->Functionality profiles.

As you can see you can attach cause codes to return transactions, selling price overrides and even at the starting and conclude of every transaction among other folks.

There are numerous important parameters that determine the actions of any provided motive code:
• print both prompt, input or enter name on revenue receipts
• specify the frequency with which code will pop up as perfectly as temperature enter is necessary
• max/min values authorized as inputs

Hold in mind that only prompt and not description of a reason code will present on POS screen.

When the code reveals on POS and input is typed in, the reason code transaction is recorded in POS databases. Then P-1001 is executed which transfers all POS transaction (which include motive code kinds) to AX databases. That is when you can evaluate them by likely to Retail->Inquiries->Transactions, simply click on Transactions button and decide on Rationale code transactions. Recall that only transaction with sort Gross sales and Buyer order can have them attached.

The table that holds these information in AX databases is known as RetailTransactionInfocodeTrans.

That is all for now. In my next post I plan to share my knowledge with setting up replenishment in AX. This will include producing replenishment procedures and replenishment hierarchies as perfectly as processing transfer orders designed with buyer’s force and cross-docking capabilities.