Retail parameters (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack
Click Retail > Setup > Parameters > Retail parameters.
Use this form to set up parameters for Retail.
Task that uses this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Links
Link |
Description |
---|---|
General |
Specify store-wide parameters, such as the default item type and the European Article Number (EAN) license number. |
Posting |
Specify parameters that are used to post discounts, inventory updates, settlements, and other retail operations. |
Product creation |
Specify default warehouse and price settings that are used to create items. |
Customer orders |
Specify parameters for quotations and sales orders. |
Replenishment |
Specify parameters that are used to replenish inventory through cross-docking and inventory allocation. |
Number sequences |
Specify parameters for number sequences. |
Password strength |
Specify parameters for the strength of passwords that are used to log in to Retail POS. |
Buttons
Button |
Description |
---|---|
Initialize |
After installation, create jobs and subjobs, distribution locations, and other records that are required to replicate data to stores. For more information, see this TechNet article. |
Fields
Field |
Description |
---|---|
EAN license number |
The license number that is used to create bar codes that are based on the EAN standard. |
Default inventory journal |
Select the type of inventory journal that is used by default when an inventory journal is created in the point of sale (POS) system. |
Email notification profile |
Select the email notification profile to use to automatically generate email messages to recipients based on user configured parameters. The email notification profile generates email messages based on a specific event by using an email template that you define. This control is available only if AX 2012 R2 or AX 2012 R3 is installed. In AX 2012 R2, this control applies to the online store only. In AX 2012 R3, this control applies to the online store, brick-and-mortar stores, and call centers. Note Before you can generate email notifications, you must configure email functionality in Microsoft Dynamics AX. For more information, see Configure email functionality in Microsoft Dynamics AX. |
Kit journal name |
Specify the name of the journal to use to generate trade agreements for product variants that are included in a retail product kit. Note This control is available only if Retail in Microsoft Dynamics AX 2012 R3 is installed. |
Category journal name |
Specify the name of the journal to use to generate trade agreements for products that are included in a retail category. Note This control is available only if Microsoft Dynamics AX 2012 R3 is installed. |
Post periodic discount |
Select this check box to enable periodic offers to be posted to the ledger accounts. Periodic discounts include mix and match discounts, quantity discounts, and discount offers. |
Ledger account type |
Select that type of ledger account that Retail uses to post periodic discounts.
|
Discount |
Select the general ledger account that is used to post discounts. |
Quantity discount |
Select the general ledger account that is used to post quantity discounts. |
Mix and match number |
Select the general ledger account that is used to post mix and match discounts. |
Post infocode discount |
This feature is not implemented in this release and might be removed from future releases. |
Gift card product |
Select the product that represents the gift cards that you sell. For more information, see Set up gift cards. |
Gift card company |
The company that holds the liability for gift card sales. If it is different from the current company, additional intercompany posting journals are generated for gift card sales and payments. This control is available only if Microsoft Dynamics AX 2012 R3 is installed. |
Journal |
The name of the journal to use during statement posting to create intercompany journal entries. This control is available only if Microsoft Dynamics AX 2012 R3 is installed. |
Void journal name |
The name of the journal to use when creating a journal entry to void gift cards. This control is available only if Microsoft Dynamics AX 2012 R3 is installed. |
Serial number templates |
Enter the parameters to use when generating electronic gift cards. Enter the following information:
Note This field applies only to electronic gift cards that are issued from the online store or the call center. This control is available only if Microsoft Dynamics AX 2012 R3 is installed. |
Receipt option |
Select how receipts are delivered in Microsoft Dynamics AX for Retail POS. You can send receipts by email, print them, or both. |
Subject |
Type a subject line for email receipts. |
File name |
Type a name for the receipt attachment. |
Detail level |
Select the level of detail for inventory updates: Summary or Details. |
Post journals when invoicing purchase |
Select this check box to post all journals that are related to replenishment or cross-docking when a purchase order or a packing slip is posted. |
Automatic settlement |
Select this check box to automatically settle open invoices when a payment or credit note is updated. If the check box is cleared, you must settle accounts manually, either when you enter payments or later, by using open transaction editing. |
Safe drop |
Select this check box to aggregate safe drops. |
Bank drop |
Select this check box to aggregate bank drops. |
Voucher transactions |
Select this check box to aggregate voucher transactions. |
Purchase order |
Select the default warehouse that is used when purchase orders are created. |
Inventory |
Select the default warehouse that is used for inventory journals or orders when retail products are created. |
Sales order |
Select the default warehouse that is used for sales orders when retail products are created. |
Always create trade agreements for variants |
Select this check box to create trade agreements by default when product variants are created. |
Default order type |
Select the type of order that is created by default. |
Default deposit percentage |
Type the default minimum deposit as a percentage of the order's total. |
Pickup mode of delivery |
Select the default delivery method. |
Disposition code |
The disposition code for returned items. |
Days quotation expires |
Type the default number of days until the quotation expires. |
Cancellation charge percentage |
Type the default cancellation charge as a percentage of the order's total. |
Shipping charge code |
Select the default shipping charge. |
Cancellation charge code |
Select the default cancellation charge. |
Terms of payment |
Select the terms of payment for customer orders in Retail POS. For example, you must select a credit card terms of payment to be able to record credit card information at the time of sale and then charge the card later when you ship the merchandise. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Method of payment |
Select a method of payment if you want customer orders to be posted to a different account than the one that is specified in the Credit card section of the Accounts receivable parameters form. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed. |
Cross docking |
Select when assortments are respected during cross-docking:
|
Buyer's push |
Select when assortments are respected during inventory allocation:
|
Coverage days |
Type the number of coverage days. |
Reference |
The name of the number sequence. |
Number sequence code |
The ID number of the number sequence. |
Reuse numbers |
Select this check box to reuse numbers in the sequence that are no longer used. |
Use same number as |
The name of another number sequence that uses the same numbers. |
Minimum password length |
Enter the minimum number of characters in a password. |
Require uppercase |
Select this check box to require that passwords contain at least one uppercase letter. |
Require special character |
Select this check box to require that passwords contain at least one special character. |
Require numeric character |
Select this check box to require that passwords contain at least one numeric character. |
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