Microsoft Dynamics AX 2012 provides a feature of Gift card to its retail users that is to be issued from Point of Sale (POS) of Store or from any authorized vendors. It is a type of voucher that can be issued from one store and redeemed at any store in the organization. Retail keeps track of gift card balances, so a card can be reused until its available balance reaches zero another feature customer can add money to gift card as well.
Some steps are required to use gift card at Point of sales (POS):
Detail setups for Gift Card in AX 2012
Configure an account in General ledger main accounts of liability (deferred income) nature
General ledger > main accounts > new main account
Create a new account for Gift card
Define an item group for gift card or use the same which is being used for other products and provide main accounts by
Navigate to Inventory and warehouse management > setup > inventory > item group
Create a retail product to represent a gift card. Assign barcode if gift card contains any barcode.
Navigate to Product Information Management > Common > Release Product
Click New Product
Create a new product as Gift Card
Create a Payment Method for gift card and assign POS Operation name as pay gift card by navigating through :
Retail > setup > payment method
Create a payment method for gift card
Assign the payment methods to store
Retail > common > retail channel > retail stores
Select a store and assign payment method by set up of action tab
Click Setup from action tab then click Payment Method
Click new and select payment method as Gift card from drop down then provide the account number in Posting Fast Tab. The account provided here is the same created in main account as gift card of asset nature. Provide accounts for differences mostly ‘Cash discrepancy’ is used to cater all the differences.
Click Card setup then click New and enter description and necessary accounts for revenues and assets to posting fast tab
Provide length of card number by:
Retail > setup > card number
Card number length depends on company’s requirements
Different functions of gift card on POS
Gift card offers few functionality which can be used at POS
Issue gift card
Issue gift card from POS by navigating through additional task > gift card
Click Issue Gift Card
Enter or scan card number
Pay this card from POS same as item sold from POS.
Pay through Cash or Card
Add to gift card
Add money to gift card by additional task > add to gift card
Enter / scan card number
Enter a sum of amount to add money to gift card
Then pay cash same as product from POS.
Balance of gift card
If card owner wants to know balance of gift card user at POS can enter card number and inquire the balance.
Enter gift card number
Pay through gift card
If customer wants to pay for a transaction through gift card then select payment method as pay gift card and enter/ scan the card number and pay the desired amount
Sale a product and pay through gift card
Select a product
Pay through gift card by entering card number
Gift card inquiry form
AX user can inquire transactions related to Gift card which include number of transactions performed by a card with the card number, staff, date and timing of transaction.
Navigate it through retail > inquiry > gift cards
I hope this blog helped you the basic concept of Gift card in AX 2012. Happy POSing J