POS position permissions (form)

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

Click Retail > Common > Workers. On the Workers list page, select a worker. Then, on the Action Pane, on the Retail tab, in the Set up group, click POS permissions.

Use this form to select a position for the worker, and then select a permission group and individual permissions, if the worker requires individual permissions. These permissions are linked to operations that can be performed at the point of sale in Microsoft Dynamics AX for Retail POS.

Task that uses this form

Set up staff members

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
POS permissions	Select individual permissions for the position.

Fields

Field	Description
Position	Select the position to define permissions for.
Override permissions	Select this check box to customize a permission group by selecting individual permissions.
POS permission group	Select a permission group for the selected position.
Manager privileges	Select this check box to grant managerial privileges to the employee who is assigned to the permission group.
Allow blind close	Select this check box to allow the employee who is assigned to the permission group to perform a blind close.
Allow X-report printing	Select this check box to allow the employee who is assigned to the permission group to print X reports.
Allow Z-report printing	Select this check box to allow the employee who is assigned to the permission group to print Z reports.
Allow tender declaration	Select this check box to allow the employee who is assigned to the permission group to perform tender declarations.
Allow floating declaration	Select this check box to allow the employee who is assigned to the permission group to perform floating declarations.
Allow transaction suspension	Select this check box to allow the employee who is assigned to the permission group to suspend transactions.
Allow transaction voiding	Select this check box to allow the employee who is assigned to the permission group to void transactions.
Allow change, no void	Select this check box to allow the employee who is assigned to the permission group to change transactions but not void them.
Open drawer without sale	Select this check box to allow the employee who is assigned to the permission group to open the cash drawer without performing a sales transaction.
Maximum line discount amount	Type the maximum discount amount that the employee who is assigned to the permission group can apply to individual line items.
Maximum discount percentage	Type the maximum discount percentage that the employee who is assigned to the permission group can apply to individual line items.
Maximum total discount amount	Type the maximum discount amount that the employee who is assigned to the permission group can apply to transaction totals.
Maximum discount total percentage	Type the maximum discount percentage that the employee who is assigned to the permission group can apply to transaction totals.
Maximum line return amount	Of the amount for individual line items, type the maximum amount that the employee who is assigned to the permission group can accept for return.
Maximum total return amount	Of the total amount for a transaction, type the maximum amount that the employee who is assigned to the permission group can accept for return.
View time clock entries	Select this check box to allow the employee who is assigned to the permission group to view the time clock entries of the store’s employees. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Allow price override	Select the type of price override that the employee who is assigned to the permission group can perform. Higher and lower – The employee can override prices, and set a higher or lower price. Higher only – The employee can override prices but can set only a higher price. Lower only – The employee can override prices but can set only a lower price. None allowed – The employee cannot override prices.
Allow multiple logons	Select this check box to allow the employee who is assigned to the permission group to log on to multiple registers.
Allow multiple shift logon	Select this check box to allow the employee who is assigned to the permission group to log on to multiple shifts.
Allow sales tax change	Select this check box to allow the employee who is assigned to the permission group to change the sales tax that is applied to transactions.
Allow create order	Select this check box to allow the employee who is assigned to the permission group to create quotations and sales orders.
Allow edit order	Select this check box to allow the employee who is assigned to the permission group to modify quotations and sales orders.
Allow retrieve order	Select this check box to allow the employee who is assigned to the permission group to retrieve quotations and sales orders.
Store inventory user	Select this check box to allow the employee who is assigned to the permission group to perform stock counts, and receive and pick inventory.
Allow password change	Select this check box to allow the employee who is assigned to the permission group to change his or her password. This control is available only if Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed.
Allow change peripheral station	Select this check box to allow the employee who is assigned to the permission group to change hardware stations. This control is available only if Microsoft Dynamics AX 2012 R3 is installed.
Allow reset password	Select this check box to allow the employee who is assigned to the permission group to reset the passwords for other employees. This control is available only if Microsoft Dynamics AX 2012 R3 or cumulative update 7 or later for AX 2012 R2 is installed.
Allow kit disassembly	Select this check box to allow the employee who is assigned to the permission group to disassemble a product kit at the register to sell the individual components. This permission applies only if the kit is set up to allow disassembly at the register. For more information about how to create a product kit, see Create retail product kits. This control is available only if Microsoft Dynamics AX 2012 R3 is installed.
Manage device	Select this check box to allow the employee who is assigned to the permission group to manage devices, such as tablets and smartphones, that are used as POS registers in the store. This control is available only if Microsoft Dynamics AX 2012 R3 is installed.

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