Retail store transactions (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Click Retail > Inquiries > Retail store transactions.
Use this form to view transactions that originate in retail stores. The form displays transaction types such as logon, logoff, sales order, sale, sales invoice, payment, tender declaration, and voided transaction.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tab |
Description |
---|---|
Overview |
View a list of retail transactions and selected details. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
General |
View general information about a selected transaction. |
Amount |
View monetary information about a selected transaction. |
Details |
View receipt information about a selected transaction. |
Account |
View posting information about a selected transaction. |
Financial dimensions |
View dimension information about a selected transaction. |
Control unit data |
View data received from a control unit for a selected transaction. Note (SWE) This feature is available only if your company’s primary address is in Sweden and if cumulative update 8 for AX 2012 R3 is installed. |
Buttons
Button |
Description |
---|---|
Transactions |
Open other inquiry forms, where you can retrieve additional information about a selected transaction. |
Reports |
Open the Print copy report. |
Functions |
Open the Change wrong shift marking and Move transaction to new shift forms. |
Fields
Field |
Description |
---|---|
Transaction number |
The unique identifier of the transaction. |
Shift register ID |
The register that recorded the transaction. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Shift ID |
The identifier of the shift when the transaction occurred. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Receipt number |
The unique identifier of the receipt. |
Store number |
The unique identifier of the store where the transaction occurred. |
Operating unit number |
The operating unit that the store is assigned to. |
Register number In Microsoft Dynamics AX 2012 R2 this field is called Register. |
The unique identifier of the point of sale (POS) register. |
Type |
The type of the transaction, such as logon, logoff, end of shift, or end of day. |
Entry status In Microsoft Dynamics AX 2012 R2 this field is called Posting status. |
The status of the entry. The status can be, None, Voided, Posted, Concluded, Cancelled, or On Hold. |
Staff |
The unique identifier of the staff member who performed the transaction. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Date |
The date that the transaction occurred. |
Transaction time |
The time of day that the transaction occurred. |
Channel type |
The retail channel where the transaction was recorded. |
Description |
Comments that are entered by the cashier for any cash management transactions. For example when they enter the starting amount in the register. |
Transaction code |
A code that indicates that an error occurred during the posting process. Possible values include Blocked customer and Sales/payment difference. |
Created offline |
A selected check box indicates that the transaction was created when the Microsoft Dynamics AX for Retail POS register system was offline. |
Created at register |
The unique identifier of the POS register. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Statement code |
If a statement has been generated for the transaction, the code for the statement that the transaction is included in. |
Statement number |
The unique identifier of the statement that includes the transaction. |
Customer account |
The unique identifier of the customer account. |
Customer requisition |
The number of the requisition that the customer provided. |
Loyalty card number |
The unique identifier of the loyalty card that was used in the transaction. |
Loyalty customer |
The unique identifier of the loyalty customer who conducted the transaction. |
Gross amount |
The total transaction amount, in the accounting currency. This amount includes taxes. |
Net amount |
The net transaction amount in the accounting currency. This amount excludes taxes. |
Payment amount |
The amount of the payment that was tendered for the transaction. |
Cost amount |
The product cost for the transaction. |
Sales order amount |
The amount on the sales order for the transaction. |
Sales invoice amount |
The amount of the invoice that was issued for the transaction. |
Sales order |
The unique identifier of the sales order. |
Discount amount |
The amount of the discount that was applied to the transaction. |
Total discount amount |
The amount of the discount that was applied to the transaction. |
Rounded amount |
The transaction amount after the discount was applied. This amount is rounded based on the rounding setting for the payment method. |
Sales/payment difference |
The difference between the transaction amount and the amount that was paid. |
Number of products |
The number of products that are listed on the receipt. |
Number of product lines |
The number of product lines on the receipt. |
Number of payment lines |
If payment was tendered by using various payment methods, the number of payment lines on the receipt. |
Sale is return sale |
A selected check box indicates that the transaction was a return sale. |
Comment |
Free form text about the transaction. |
Time when transaction closed |
The time of day that the transaction was concluded. |
Receipt email |
The email address to which the receipt was sent. |
Email sent |
A selected check box indicates that the receipt was sent via email. |
Income/Expense amount |
The transaction amount, in the accounting currency, that was posted to an income account or an expense account. |
Default financial dimensions |
The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures. |
Control code |
The unique control code that is generated by the control unit. |
Control unit serial number |
The serial number of the control unit. |
Transaction time |
The time at which the transaction was registered in the control unit. |
Date |
The date on which the transaction was registered in the control unit. |
Copy of receipt |
Indicates that a copy of the original receipt was printed at the specified transaction time and date. |
See also
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).