Set up receipt profiles


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

A receipt profile is a group of form layouts that can be assigned to point of sale (POS) printers via a hardware profile. A receipt profile provides a set of receipt templates for the printers at your registers. You must set up form layouts and receipt profiles to print receipts and other documents from Microsoft Dynamics AX for Retail POS.

After you set up the receipt profiles, you must assign them to the hardware profile, so that the POS register can print the receipts.

Set up a receipt profile

  1. Click Retail > Setup > POS > Profiles > Receipt profiles.

  2. In the Receipt profile form, click New to create a new receipt profile, or select an existing receipt profile.

  3. In the Receipt profile ID field, type a unique identifier for the profile.

  4. In the Description field, type a name for the profile.

  5. On the General FastTab, click Add to add a receipt format to the profile.

  6. In the Receipt type field, select the type of receipt that you are creating a profile for. The type of receipt that you create a profile for is the type that is printed from the POS register.

  7. In the Receipt format field, select the receipt format to add. You can select only one receipt format for each receipt type. Only receipt formats that have the selected receipt type are displayed in this field.

    For more information about how to set up a receipt format, see Set up receipt formats.

  8. Click Designer to view the selected receipt format.

Assign a receipt profile to a hardware profile

The receipt profile that you select in a hardware profile assigns a set of receipt formats to the printers on the registers that use that hardware profile.

  1. Click Retail > Setup > POS > Profiles > Hardware profiles.

  2. In the POS hardware profile form, select the hardware profile to add a receipt profile to.

  3. Click the Printer FastTab, and then, in the Receipt profile ID field, select the appropriate receipt profile.

    For more information about how to set up a hardware profile, see Set up hardware profiles.

See also

About setting up Retail POS

Receipt profile (form)

POS hardware profile (form)