Thursday, June 14, 2012

AX 2012 Retail - Create Statements


 
Hi there,

I hope that everybody is having a great week. It’s almost Friday and I’m sure we are all looking forward for a restful and fun weekend.

On this post I would like to focus a bit more on a functional portion of AX 2012 Retail. This week I was working on some customization in AX 2012 Retail that required the posting of POS transactions from AX 2012 Retail.

However, before posting the POS transactional data in AX 2012 retail, we need to create a Statement. The Statement records will be stored in the RETAILSTATEMENTTABLE, and the statement data will be used during the posting process.

In order to have transactional data in AX 2012 Retail we need to run a Job that does this for us. You can find the job in Retail/Periodic/Retail Scheduler/Distribution Schedule.


 
When you click the menu item, the Distribution Schedule form opens. On the left side you will see the list of jobs available for us to run.  In the AX 2012 Retail Demo this jobs is called P-0001 (POS Transactions). We can run this job from this window by clicking the Run Directly button.


 
When the transactional data is in AX 2012 Retail we need to create a statement. For this go to Retail/Journals/Open Statements


 
Choose your store



 
Click New Statement


Click the Edit button to add a new Terminal under Setup. (NOTE: in the picture follow the number sequence to execute the operations in the correct order)


 
Click the Calculate Statement button.



When the statement is calculated, click the Post Statement button to post the transactions.




That’s all for now folks. Keep checking my blog for much more to come on AX 2012 Retail. I’m working on something really cool right now and I need some time to write about Blank Operations, but I will and very soon.


Have a great and safe weekend!

 



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6 comments:

  1. Naveen RaoJune 28, 2012 at 3:22 AM

    Very productive post dude!!! Quite interesting

    ReplyDelete
    Replies
    1. AxWondersJune 29, 2012 at 10:41 AM

      Hey! Thanks so much for reading my blog and finding it productive.

      Be well!

      Delete
  2. Naveen RaoJune 28, 2012 at 3:25 AM

    Very productive post dude!!! Quite interesting

    ReplyDelete
  3. Naveen RaoJuly 13, 2012 at 5:31 AM

    This comment has been removed by the author.

    ReplyDelete
  4. AJAY KUMAR YALAGANDULAAugust 21, 2012 at 3:24 PM

    Hi AxWonders,

    The above steps are easily understandable but I have one doubt in that.

    In the above mentioned P-Scheduler job, how can we ensure that from a particular terminal or store (like for example Store S0001 and terminal 0001 or from different stores and different terminals) to HQ. Because I want to run the scheduler for a particuler terminal and store only not for the remaining.

    ReplyDelete
    Replies
    1. AxWondersAugust 22, 2012 at 8:28 AM

      Hi,

      Well, you would just disable the other P-Scheduler jobs. Remember, each store needs to have a P-Scheduler job assign to it to ensure data replication for store.

      I hope this helps.

      Delete

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Have a great day!

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