Price embedded barcode in AX2012

In this blog we will be discussing how we can configure Price embedded barcode; for this please perform following steps in AX Retail Module:

  1. First configure bar code mask characters in retail (for example: product and price) (retail > setup > mask character)

1 2. Then create a new bar code masks setup selecting Product in type with selection of barcode standard in general tab (for instance code128), in Barcode mask segment add lines with Mask characters of price and product. For prefix using 1, and for length of product and prices using 4 and 6 respectively, and decimal as 2. (Retail > setup > barcode mask setup)

23. Configure a new Barcode setup. Add Barcode setup and description in General tab select Barcode type (using code 128), now select Mask ID from drop down (created in Barcode mask setup)( (retail > setup > barcode mask setup)

34. Now attach this barcode setup to item (item should have selling price). Go to retail tab of product and select created barcode setup.

45. Then create barcode of item in following way; 10000000000. Here 1=Prefix, 0000= Product and 000000= Price. In general tab select unit of measure (using Pcs as example)

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General tab select unit of measure

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Note: This setup is also applicable for items with weight as if vegetables etc. select Kgs as unit of measure.

In weighing scale when item is weighed it will take weight of item X unit price

In addition, it will print the barcode with net amount of price

Like 10000025000

Here 1 is prefix 0000 is item and 0250 is price

This is what weighing scale will print

Moreover, on POS it will do a backward calculation 250/item price = quantity

  1. Now execute assortments and run jobs

#TipADay: Updating Price in AX 2012

Now we will discuss a small but yet an important concept of AX 2012 that is ‘updating price with maintaining history of all prices’ . The purpose of using trade agreement over base price is to record and update pricing items including both product and product masters, for transactions.

For this create a new trade agreement for selling price from navigating through Sales and marketing > Journal > Price/ discount agreement journal.

now create a new journal

Add lines, validate and post the journal.

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User can update price of any particular item number of times. Now perform following steps:

1. Create another trade agreement for updating prices, go to lines go to Select option.

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2. Mark Prices in relations, select either All in customers/ vendors or select table to select customer/vendor from the drop down or select group to select price group against which trade agreement was previously created, then click on Select at bottom.

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3. Previously created line will appear in the trade agreement lines, copy line from the menu, another line will appear, close your previous line by providing To Date, to expire that price.Capture4
Now provide From Date and provide new price in Amount in Currency field in your newly copied line.

Validate all lines, post the journal, run jobs and check new price at POS or Sales order, further view Trade agreement or sales prices in sell tab of particular item, which provides complete history of previous and new priceCapture5

I hope this short tip will help you :)

 


#TipADay: Day 1: Extract Reports in Microsoft AX2012

Today we will explore an informative feature in AX 2012. AX provides a feature of some reports based on data retrieve from transaction processing database for Microsoft Dynamics AX. These reports are easy to create and modify based on user’s requirement.

Some of the reports these kind of reports are as follows:

1. Management reporter

Management reporter (MR) tool will help users for financial reporting in a customized format which also offers function to update statement on rolling basis by adding rows and columns as required. It also provide hypertext which further extend to detail content of respective areas , like if user click Sales figure on Profit and loss account it extends into detail sales analysis.

2. Dynamics AX adds in Excel

MS Dynamics AX 2012 provide adds in excel which connects excel to database of AX Client. To extract new report just select required table and add lines and refresh the data, all fields are populated with data required. This feature also helps users to add new and update information in AX, like extract Main accounts from AX using adds in functionality.

Step: 1 Click Dynamics AX adds in in excel

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Step: 2 Click Refresh

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  • 3. Auto report wizard

Auto reports can easily extracted from many forms however they are preconfigured reports that users can generate by clicking File > Print > Print in a Microsoft Dynamics AX form but can be created, saved, modified, edit and deleted whenever required. These reports ca and can be re used in future.the reports are customized from wizard by adding required fields from tree add sum of quantity, prices and cost etc to reports from wizard.

Below is a sample of custom auto report for On hand

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4. And finally an export to excel functionality

AX provides a functionality to export data from one form to excel and then users can easily make their own customized form of report by using pivots or just print them for tracing and recording. This feature is normally available on every form.

A sample of this report is as follows;

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I hope this will help you to explore AX reports more. Keep exploring MS Dynamics AX 2012 and let me know your suggestions


Discounts Scenarios on MS Dynamics AX 2012 for Retail POS

This blog will help new bee to learn retail AX on implementing different kind of promotional discount offers that are offered on Point of stales (POS). Performed three scenarios of discounts that are normally applied on retail operation:

CASE 1: Apply 30% discounts on Product 100298

 

For this kind of discounts navigate to Retail > Common > price and discount > Discount

Create a new discount by clicking New button

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Enter discount (normally auto generated from number sequence) and then enter name (if required)

2

Enter all necessary information in general fast tab as below; select your price group from the drop down and currency in which discount is to be applied.

*Note: select the status as enabled when everything is finalized and hence it will not allow further editing.

 3

Enter discount percentage (e.g: 30%) which is required to apply on either single product or on a list of products. Then enter the period in validation period in which discount will be available.

4

Select either a product (e.g: 100298 and 100299) or whole category in Lines fast tab.

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Enable the discount and Run job n-1020 for discounts.

Below is a sample transaction for this product on POS.

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CASE 2: Apply buy one get on discounts same products

 

For this kind of discounts navigate to Retail > Common > price and discount > Quantity Discount

Create a new discount by clicking New button and add necessary information as below (screenshot)

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Select a product in Lines fast tab

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Click configuration (on top) to add minimums quantity to be offered as discount and enter discount % or discounted price for quantity.

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Enable the discount and Run job n-1020 for discounts.

 

CASE 3: Apply buy one get on discounts different products

 

For this kind of discounts navigate to Retail > Common > price and discount > Mix and Match Discount

Create a new discount by clicking New button and add necessary information as below (screenshot)

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Select line spec. in price/discount tab

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Enter a validation period of offer

After that in Line fast tab create two mix & match line discount by:

Line 1. For the item that sells for free (e.g: 100301). Set ‘Deal price’ to 0 for this line

Line 2. For the item that sells for full price (e.g: 100300). Set ‘Discount %’ to 0 for this line

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Select line group from drop down it will be catered from Mix and match line group (on top)

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Select a line group for each item

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Enable the discount and Run job n-1020 for discounts.

A sample transaction is performed on POS using this discount.

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How to ship Transfer order in two different scenarios For under delivery

Shipping Transfer order of under delivered quantity

 

TO are basically used to transfer a set quantity from one warehouse/ store to another which provides ease to manage shipment and through receipt of inventory at another dock. Users in AX can ship under delivery of TO in two different scenarios. For instance consider two examples:

Case 1: When ship remain quantity is to be cancelled

 

TO contain item number 100298 and Transfer Quantity as 10 but warehouse contains only 7 of the item however it is urgent to transfer it to store. And the next shipment is expected to repeat the item in the six months.

Solution in AX 2012: Cancel ship remain quantity in AX 2012

 

Cancel the Quantity of ship remain otherwise the status of TO will not change from Created to Shipped until and unless remaining quantity is completely shipped whereas in this way it will not allow receiving warehouse/ store to update receive now field in AX.

Select a Transfer order to ship

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Enter quantity shipping now as 7 and transfer quantity was of 10

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Now cancel quantity in two ways either from Posting or from function in lines tab:

  1. 1.       From Posting

Define percentage for under delivery in setup tab

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Click Posting > Ship transfer order

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Check mark as Close and click OK to post shipment.

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This will convert the status of Transfer order as Shipped

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  1. 2.       From Functions

Click Posting > Ship transfer order

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Edit lines > click OK

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Now define a percentage for under delivery

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Click Function > Delivery remainder

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Now cancel the quantity which is not to be delivered in near future

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This will convert the status of Transfer order as Shipped.

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Case 2: When Transfer is partially shipped

 

TO contain item number 100298 and Transfer Quantity as 10 but warehouse contains only 7 of the item however it is urgent to transfer it to store. And the next shipment is expected to reach the dock in near future.

Solution in AX 2012: Transfer partial quantity

 

Select a Transfer order and then transfer the available quantity at warehouse/ store.

For example:

Transfer Quantity =10

And Ship Now = 6

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Post shipped quantity

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Click Edit Line and then Click OK.

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This will not change the status of transfer order from Created to Ship as the concept behind this is the ship remain quantity is subject to deliver in near future.

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Happy Axing!


Gift Card in AX 2012

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):

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 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

1.1

Create a new account for Gift card

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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

1.2

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

1.3

Click New Product

1.4

Create a new product as Gift Card

1.5

Create a Payment Method for gift card and assign POS Operation name as pay gift card by navigating through :

Retail > setup > payment method

1.6

Create a payment method for gift card

1.7

Assign the payment methods to store

Retail > common > retail channel > retail stores

1.8

Select a store and assign payment method by set up of action tab

1.9

Click Setup from action tab then click Payment Method

1.10

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.

1.11

Click Card setup then click New and enter description and necessary accounts for revenues and assets to posting fast tab

1.12

Provide length of card number by:

Retail > setup > card number

1.13

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

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Issue gift card

Issue gift card from POS by navigating through additional task > gift card

Click Issue Gift Card

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Enter or scan card number

Enter amount

1.14

Pay this card from POS same as item sold from POS.

1.15

Pay through Cash or Card

Add to gift card

Add money to gift card by additional task > add to gift card

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 Enter / scan card number

Enter a sum of amount to add money to gift card

Then pay cash same as product from POS.

1.16

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.

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Enter gift card number

1.17

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

1.18

Pay through gift card by entering card number

1.19

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

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I hope this blog helped you the basic concept of Gift card in AX 2012. Happy POSing J