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(SWE) Set up parameters for a control unit in Microsoft Dynamics AX for Retail POS

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Applies To: Microsoft Dynamics AX 2012 R3

This topic explains how to set up the parameters that are required for a control unit to register transactions that are completed by a cash register. A control unit is a device that processes data from receipts that are generated by a cash register. The control unit produces a digital signature called the control code that is used to validate the integrity of the receipt data. You can store the receipt information in the control unit and print the receipts at the retail point of sale (POS).

Megjegyzés

Customer order operations, customer account deposits, customer account payment, and income/expense account operations are currently not supported by control unit integration.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category

Prerequisite

Version

Microsoft Dynamics AX 2012 R3 with cumulative update 8 (CU8)

Country/region

The primary address for the legal entity must be in the following countries/regions: Sweden

Related setup task

Set up a retail store in the Stores form. For more information, see Kiskereskedelmi áruház beállítása.

1. Set up a functionality profile and assign it to a store

To set up a functionality profile, and then assign it to a store, follow these steps:

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

  2. Create a new functionality profile or select an existing functionality profile. For more information, see “Set up functionality profiles” in Funkcióprofilok beállítása és hozzárendelése and POS működési profil (képernyő).

  3. On the General FastTab, in the ISO field, select the ISO code for Sweden.

  4. On the Receipt numbering FastTab, click Add to add new number sequences for the Training sale receipt transaction type.

  5. Select the Independent sequence check box to increment the receipt numbers for the transaction type independent of the other transaction types.

  6. Assign the functionality profile to a store in the Retail stores form. For more information, see “Assign a functionality profile to a store” in Funkcióprofilok beállítása és hozzárendelése.

2. Create a configuration for a control unit

To create a configuration and import the configuration file for a control unit, follow these steps:

  1. Click Retail > Setup > POS > Profiles > Fiscal register configurations.

  2. Click New to create a new fiscal register configuration for a control unit.

  3. Click Import and specify the filename and path of the configuration file that you want to import for the control unit.

  4. Optional: Click Export to export a configuration file for an existing configuration. This file can then be modified and imported for a new configuration. You can also click Export sample configuration to export the sample configuration file, which can be used as a reference when creating a new configuration file.

3. Set up a hardware profile for the control unit

To set up a hardware profile for the control unit and then assign it to a POS register, follow these steps:

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

  2. Click New to create a new hardware profile. For more information, see Hardverprofilok beállítása.

  3. On the Control unit FastTab, in the Control unit field, select Third-party driver as the type of driver that is used for the control unit.

  4. In the Device name and Description fields, specify the name and description for the control unit.

  5. In the Configuration field, select the identifier for the configuration that is used by the control unit.

  6. Assign the hardware profile to a POS register using the POS registers form. For more information, see “Assign a hardware profile to a register” in Hardverprofilok beállítása.

4. Set up receipt formats

Use Receipt formats form to set up the receipt formats for the printer at the POS. The receipt format includes the control code and the control unit serial number. The control unit generates a control code only if the receipt type is Normal or Copy.

  1. Click Retail > Setup > POS > Receipt formats.

  2. Click New to create a receipt format or select an existing receipt format from the left pane. Specify the parameters to set up the receipt format. For more information, see Nyugtaformátumok beállítása and Bevételezési formátumok (képernyő).

  3. Click Designer to open the Receipt format designer form.

  4. In the header and footer sections, you can set up new tags for Control code and Control unit serial number.

    Megjegyzés

    It is recommended to add the Control unit serial number tag in the receipt header, as the details in the footer section are not printed for training receipts.

  5. Add a tag for Reprint message and set the font size to Large. When the receipt copy is printed in POS, it displays the word Copy in the specified font size.

5. If required: Set up number sequences for training transaction receipts

To initialize number sequences for the cash register’s transactions, follow these steps:

  1. Click Retail > Periodic > Retail POS redeployment.

  2. Click New to create a new record for the store and register. For more information, see A Retail POS újratelepítési (képernyő).

  3. Click Edit POS counters, and then modify the value in the Receipt for training sale, if required. You can also initialize the amount counters for Grand sales and Grand return fields on the POS amount counter details FastTab.

Next step

(SWE) Print an electronic journal

Print an X report

Reprint a Z report

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category

Prerequisite

Security roles

Retail operations manager

Developer information

Microsoft Dynamics AX Retail POS Fiscal Register Integration Developer Guide - Sweden