Dynamics AX - Product Form Help

8/10/2019 Dynamics AX - Product Form Help

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Released product details (form)

Microsoft Confidential

[For the most up-to-date information, visit TechNet]

Click Product information management > Common > Released products. On the Action Pane, in

the Maintain group, click Edit.

Use this form to view and maintain products and product masters of the Item or Service type that

have been released to the current company. For example, for a released product, you can

maintain details that are related to purchases, sales, storage, and planning.

Tip

Products of the Item type and products of the Service type are both identified by a unique item

number that is specific to the company.

Companies and organizations use a product’s base data for operational processes and business

analytics.

Note

When you change a product’s base data in the Released product details form, the system does not

change the base data in other Microsoft Dynamics AX modules.

Before you use products, the information that is required for the products must be entered in the

following setup forms:

Item groups

Item model groups

Product dimension groups

Storage dimension groups Tracking dimension groups

Posting

Inventory and warehouse management parameters

Tasks that use this form

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Key tasks: Define products

Create and maintain product dimensions

(FRA) Set up a French national item (NGP) code

Product actions

Action button Description

Edit Switch between modify mode and view mode.

Delete

Delete a released product. You can delete released products only if they do not

have any transactions. However, a product that is included on an order linecannot be deleted.

Apply template

Use an existing product as a template for a new product.

Note

This button is available only if a released product has been specified as atemplate. For more information, see Create products by using a template.

Validate

Check whether all field values that are required for validation are specified for

the product.

Note

If any required field values are not specified, you cannot use the product on a

transaction line. Values are required for the following fields:

Item model group

Item group

Storage dimension group

Tracking dimension group

Product

Create a new released product.

NoteThe new product is available in the company, and it is also available as a

shared product.

Template

Open a menu that contains the following items:

Create personal template – The selected product is a template for new products. The template is available only to you.

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Create shared template – The selected product is a template for new products. The template is available as a shared template.

Released product

variants

Create new released product variants or receive suggestions for variants for a

released product master.

Productdimensions

Define product dimensions for a product master that is released. For moreinformation, see Key tasks: Define products.

TranslationsTranslate text, such as the name or description of a product, into another

language.

Dimension

groupsAssign storage and tracking dimension groups to the product.

Product

attributes

Assign the product to categories in the active hierarchy of procurement

categories.

Product image Select an image for the product.

Product

categories

Associate the selected product with categories in sales and procurement

hierarchies.

Related products

Set up relationship types for the product. You can use product relationship

types to indicate whether, for example, a product is an accessory or a productof a similar type.

Unit conversionsCreate conversion rules to control the conversion between units of measure for

the product.

Attachments Maintain document references and notes that are attached to the product.

Purchase actions


Purchase pricesView the purchase prices that apply to the released product variants of the

released product master.

Line discount View a list of line discounts for purchase orders.

Multiline discount View a list of multiline discounts for purchase orders.

Total discount View a list of total discounts for purchase orders.

View trade

agreementsView the trade agreements that apply to the released product.

Create trade

agreements Create a new trade agreement that applies to the released product.

Supply overviewView the sourcing options for the released product. Sourcing options

include on-hand inventory, planned orders, and alternative products.

Open purchase order

lines

View a list of open purchase order lines for the released product. Products

on open purchase order lines have not yet been received and invoiced.

Period statistics View the turnover ratio of the released product.







Matching policy

Associate the item number with a policy for invoice matching.Alternatively, associate a combination of the item number and a vendorwith an invoice matching policy.

TipFor more information, see About Accounts payable invoice matching.

Price tolerances

Set up price variance tolerances for the product.

Tip

For more information, see About Accounts payable invoice matching.

External item

descriptionMaintain product information that is associated with a specific vendor.

Supplementary

purchase item

Maintain a list of products that are added automatically to purchase order

lines when the product is purchased.

Sell actions


Sales price View the sales prices that apply to the released product.

Line discount View a list of line discounts for sales orders.

Multiline discount View a list of multiline discounts for sales orders.

Total discount View a list of total discounts for sales orders.View trade

agreementsView the trade agreements that apply to the released product.

Create trade

agreementsCreate a new trade agreement that applies to the released product.

ATP informationView information about the available to promise (ATP) for the released

product.

Open sales order

lines

View a list of open sales order lines for the released product. Products on

open sales order lines have not yet been delivered and invoiced.

Period statistics View the turnover ratio of the released product.

External itemdescription

Maintain product information that is associated with a specific vendor.

Supplementary sales

items

Maintain a list of products that are added to the sales order lines as

mandatory supplementary items when the product is sold.

Commission

calculation

Maintain information about how commissions are calculated for the

product.

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Manage inventory actions


On-hand inventory View details about the on-hand availability of inventory items.

Transactions View inventory transactions that are associated with the product.

Lots View lots that include the product.

Batches View or maintain inventory batches for the product.

Default ordersettings

View and maintain default order settings for the product, such as the defaultorder type, and the default sales, purchase, and inventory sites.

Site specific order

settingsDefine default order settings for the product for a specific site.

Warehouse itemsAssociate the product with a specific warehouse, and set up item countinggroups, product dimensions, and locations in the warehouse for the product.

Bar codes Select a bar code setup and a bar code for the product, based on productdimensions.

GTIN codesSet up global trade identification number (GTIN) codes for the product,

based on the product’s configurations and dimensions.

Non conformances Create and maintain nonconformances that are associated with the product.

Item quality groups Associate the product with a quality group.

Engineer actions

Action button DescriptionProduction orders Create, view, or change a production order for the product.

Route View the route version and the routes that are associated with the product.

Lines Maintain information about bill of materials (BOM) lines for the product.

Designer Open the BOM designer, and view BOM versions for the item.

Where-used View the BOMs in which the selected item is used.

Configuration

routeCreate or update a configuration route for the BOM.

Configuration -

treeView an overview of the BOM’s configuration hierarchy.

Maintain

configurations

Maintain configurations for product masters. You can use this button tosubstitute products on production orders for specific configurations of product variants.

Note

The button is available only for product masters that use the dimension-



based configuration technology.

Report as finished Report the BOM for the product as finished.

Max. report as

finished

Check the maximum quantity of the product that can be reported as finished

before the on-hand inventory for the BOM becomes negative.

Plan actions


Supply schedule View supply and demand for the product over a period.

Demand forecast Forecast the demand for the product.

Supply forecast Forecast the supply for the product.

Inventory forecast

View the balances of supply and demand forecasts for product variants.

Note

This button is available only if the selected product has on-hand inventory.

Item coverage

View and define coverage settings for product variants.

Note

This button is available only if the selected product has on-hand inventory.

Default ordersettings

View and maintain default order settings for the product, such as the defaultorder type, and the default sales, purchase, and inventory sites.

Site specific ordersettings

Define default order settings for the product for a specific site.

Net requirements View the net requirements for the product.

Gross requirement View the gross requirements for the product.

Manage projects actions


Project

statements

View statements for a defined combination of project types and item

transactions.

Cost control Calculate and analyze the costs of a project or a set of projects.

Invoice control Calculate and display transactions that are posted to projects.

Cash flow Calculate the forecasted and actual cash flow on projects.

Committed cost View the costs for products that your company has committed to purchase.



Manage costs actions

Action

buttonDescription

Item price View and maintain prices that are associated with costing versions for a product ora set of product variants.

Posting Set up ledger posting for the product.

General actions

Action

buttonDescription

Create caseCreate cases to track issues that are raised by workers and customers. For more

information, see Create a case. All cases View all cases that are associated with the product.

Externalcodes

Define codes that are used when product information is exchanged externally byusing Application Integration Framework (AIF).

Send... Send product information electronically by using the Released Product service.

Document

filterMaintain document filters for incoming messages.

PresentationsConfigure the way that product groups and items are presented in Customer Self-Service (CSS) in Enterprise Portal for Microsoft Dynamics AX.

General FastTab

Use the General FastTab to maintain general information about the product, such as the

inventory dimension groups and the item model group.

Field Description

Item number A unique code that is assigned when items are created.

Product

The identifier of the product.

Note

The type of number sequence that is selected for Product number in

the Product information management parameters form determineswhether product numbers must be manually entered, or whether a

continuous number sequence is applied. Number sequences of the

Manual and Continuous types are created in the Number sequences

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form. For more information, see Number sequences (form).

Product name The name of the product.

Search name The name that is used for searches.

Description An additional description of the product.

Configuration technologyThe configuration technology for the product master. A configurationtechnology is associated with product masters and used to configure

product variants.

Allow identical

configurations

Select this check box if product variants that are identical to existing product variants can be created for a product master.

Tip

This check box is available only if the configuration technology for

the product master is set to Dimension-based configuration.

Generate variants

automatically

Select this check box to generate new product variants when a product dimension is created for a product master.

Tip

This check box is available only if the configuration technology forthe product master is set to Dimension-based configuration or

Predefined variant.

Product model groupThe identifier of the item’s product model group. For more

information, see Product model group (form).

Configuration, Color, and

Size

The combination of product dimensions that a product master has,and that is suggested by default when product variants are created in

order entries and transaction entries. You can change the defaultdimension combination. On the Action Pane, on the Product tab, click

Edit. The dimensions that appear in the Configuration, Color, and

Size fields depend on the dimension combinations of the released

product variants that exist for the product master.

Product dimension group,

Storage dimension group,

and Tracking dimension

group

The dimension groups that are associated with the product master.

Item model groupThe item model group that is associated with the product. The itemmodel group controls how products are handled on item receipts and

issues.

Purchase FastTab and Sell FastTab

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Use the Purchase FastTab to maintain information that is related to the purchase of the product,

such as prices, charges, and discounts. Use the Sell FastTab to maintain information that is

related to the sale of the product, such as the base sales price, charges, discounts, and alternative products.

Note

Many of the fields on the Purchase FastTab and the

Sell FastTab are identical. Therefore, fields that appearon both FastTabs are described only once in the

following table. After this table, there are two more

tables. One table describes fields that are found only

on the Sell FastTab, and the other table describes fieldsthat are found only on the Purchase FastTab.

Field Description

UnitThe unit that is used for the sale or

purchase of the product.

Overdelivery

The percentage by which the quantity of

the product receipt can exceed the order

quantity.

UnderdeliveryThe percentage by which the quantity ofthe product receipt can be less than the

order quantity.

Intercompany stoppedSelect this check box to stop

intercompany transactions.

Item sales tax group

The item sales tax group that is

associated with the product.

Date of price

The date on which the price was last

changed. The price can be changedmanually or, for example, when a

purchase order or a sales order is

updated.

PriceThe price of the number of units in thePrice unit field.

Price unit

The number of units to which the price

applies.

Tip

For example, if you enter 1 or leave thefield blank, the cost applies to one unit

of the item.

When you enter purchase order lines,



sales order lines, and inventory journal

lines, the unit price is converted for the

quantity that you specify for each line.

Price quantity

The quantity that is used when the

specified miscellaneous charges are

allocated to the price per unit.

Note

This quantity is used only if you select

the Incl. in unit price check box.

Charges groupThe charges group that is used for sales

orders or purchase orders.

Price chargesA fixed amount that is added to the sales price or the purchase price.

Incl. in unit price

A selected check box indicates that thecharges are divided by the quantity inthe Price quantity field. The result is

then added to the amount in the Price

charges field.

Line discount group

Specify the line discount group that the product is associated with. The line

discount group is used to calculate

discounts when you create sales orders

or purchase orders.

Tip

A line discount is proportional to the

volume that is discounted. For example,if you purchase 10 units, an amount of

50 USD is discounted. If you purchase

20 units, an amount of 100 USD is

discounted, and so on.

Multiline discount

Specify the multiline discount that the

product is associated with. The multiline

discount group is used to calculatediscounts when you create sales orders

or purchase orders.

Total discount

Select this check box to include the

product when the total discount on thesales order or the purchase order is



calculated.

Tip

For example, an order total that exceeds

10,000 USD can prompt a total discountof 1,000 USD.

Supplementary item group

Optional: Specify a supplementary item

group for the product.

Tip

For example, use supplementary items

if the purchase or sale of 100 pieces of a product qualifies for a bonus of an extra

product.

Specific fields on the Purchase FastTab

This table contains descriptions of the fields that are unique to the Purchase FastTab.

Field Description

Buyer group Select a buyer group to associate employees and products with purchases.

Item price

tolerancegroup

Select the item price tolerance group that is used for invoice matching. For more

information, see Set up Accounts payable invoice matching.

Vendor The primary vendor for planned purchase orders.

Latest purchase

price

Select this check box to indicate that the system updates the price in the Price field

by using the unit price of the most recent purchase order for the product. Thisupdate excludes discounts and miscellaneous charges. The new value of the Price

field becomes the default unit price that is applied the next time that the product is

included on a purchase order.

Specific fields on the Sell FastTab

This table contains descriptions of the fields that are unique to the Sell FastTab.

Field Description

Commission group

The commission group that is associated with the product. A commission

group is used to calculate the commissions that are given to the salespeople

who are responsible for the sales.

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Sales price model

Select the model that is used to control adjustments of the sales price of products.

If you select None, the sales price is changed, regardless of the

production cost or the purchase price.

If you use a fixed contribution ratio, select Contribution ratio. Then,in the Contribution ratio field, specify the contribution that is used to

calculate the sales price.

Base price

Select whether the purchase price or the cost price is used as the basis for

the calculation of the sales price.

If you selected None in the Sales price model field, the value of the Base

price field is irrelevant.

Contribution ratioIf you selected Contribution ratio in the Sales price model field, enter themargin ratio that is used to calculate the sales price.

Charges percentage

If you selected Charges percentage in the Sales price model field, enter the

percentage of charges that is added to either the purchase price or the cost price.

When to useSelect a schedule to specify when an alternative item number is used for the

current product.

Alternative itemnumber

If you selected Nothing in inventory or Always in the When to use field,select the alternative item number that is used.

Configuration,Color, and Size

If you selected Nothing in inventory or Always in the When to use field,

enter an alternative configuration, color, or size that is associated with the

alternative item number.

Foreign trade FastTab

Use the Foreign trade FastTab to maintain Intrastat information and information about the origin

of the inventory item.

Field Description

CommodityThe product's code for Intrastat reporting about trade between countries in the

European Union. For more information, see Intrastat (form).

NGP

Select the Nomenclature Générale des Produits (NGP) code.

Note

(FRA) This control is available only to legal entities whose primary address is

in France.

Additional units The additional units that are used for Intrastat reporting. This field is used

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when several products are sold together and use the same Intrastat code.

Charges percentage

A piece of statistical information that can be used for Intrastat reporting.

Country/region The product’s country or region of origin.

State/province The product’s state or province of origin.

County

Select the county of origin for the item.

Note

(ITA) This control is available only to legal entities whose primary address is

in Italy.

Manage inventory FastTab

Use the Manage inventory FastTab to maintain inventory-related information, such as

information about weight measurements, physical dimensions, shipping and receiving, and

packaging.

Field Description

Net weight

The net weight in the selected inventory unit. This information is used for printed records, such as packing slips, on which the weight is included as

shipping information. If a BOM is assigned to the inventory unit, the net

weight can be calculated as the sum of the net weight for the products on the

BOM. Net weight can also be used when a product’s indirect cost is calculated.

Tare weight The tare weight of the product for one inventory unit.Gross depth The depth of one inventory unit that includes packaging.

Gross width The width of one inventory unit that includes packaging.

Gross height The height of one inventory unit that includes packaging.

Volume

The volume of one unit of the product, in inventory units. This information isused as shipping information when the product's volume is indicated, such as

on packing slips. Volume can also be used when a product’s indirect cost is

calculated.

Batch numbergroup

Select the group that is used for automatic allocation of batch numbers.

Serial numbergroup

Select the group that is used for automatic allocation of serial numbers.

Item tagginglevel

If tagging is mandatory, select the appropriate level.

Pallet tagging Select this check box to make pallet tagging mandatory.

OverdeliveryThe percentage by which the quantity of the product receipt can exceed the

order quantity.



UnderdeliveryThe percentage by which the quantity of the product receipt can be less than theorder quantity.

Counting group Select a counting group.

Unit The unit of measure in which the product is stored in inventory.

Arrival handling

time

The time that is required to receive the standard order quantity of the product.

Tip

This information is used during item arrival. For more information, seeArrival overview (form).

Sort codeThe sequence in which the item is picked relative to other items. The higher the

value, the earlier the item should be picked on the picking route.

Pallet type The standard pallet type for the item.

Pallet quantity

The standard order quantity on a pallet.

Note

This field is used for incoming transactions only.

Min. output

pallet quantity

The quantity that is used to generate an output pallet transport, if the quantity isavailable.

Note

If a pallet in a bulk location has a quantity that is larger than or equal to this

value, and if an issue requirement exists, an output pallet transport isgenerated as part of a shipment reservation.

This field is used for outgoing transactions only.

Quantity per

layerThe quantity per layer on a standard pallet.

Packing groupSelect the packaging group that is associated with the product. Packaginggroups can be used to classify products that are subject to packing material

fees.

Packing quantity The amount, in inventory units, on which packing duty is calculated.

Package

handling time The time that is required to pick one package.

Engineer FastTab

Use the Engineer FastTab to maintain engineering-related information, such as information about

BOMs, measurements, production, and Product Builder.

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Field Description

BOM unitSelect the consumption unit of the product. The consumption unit is used on the

BOM line when you add the product to the BOM.

Constant scrap

A constant scrap value. Scrap is calculated in the unit that is specified on the

BOM line, such as cm or liters. Scrap is used to calculate adjusted raw material

consumption on BOM lines.

Variable scrapThe variable scrap as a percentage. By default, this value is used when you addthe product to BOMs.

LevelThe lowest BOM level at which the product was processed during the last

master scheduling. This value is displayed for products that appear in BOMs.

Phantom

If a BOM is assigned to the product, select this check box to indicate that you

want the product to be treated as a phantom item.

Tip

A phantom item is a kind of pseudo-item that is exploded for productions, sothat the items that make up the phantom item are shown in the productionBOM. However, the actual phantom item is not used directly after the

explosion.

Auto-report as

finished

Select this check box to enable the system to report transactions for the product

as finished.

Height The measurement conversion factor for the height dimension.

Width The measurement conversion factor for the width dimension.

Depth The measurement conversion factor for the depth dimension.

Density The measurement conversion factor for the density dimension.

Calculationgroup

The calculation group of the product. A calculation group controls the BOMcalculation policies that are applied to the product during a BOM calculation.

For example, the calculation group defines the cost and sales price model that is

applied to the product components of a BOM, and the issues that generate a

warning message during the calculation.

Production

pool

The production pool that the product is a component of. Pools are used as extra

criteria for sorting, and they are also used for production.

Production

group

The production group that is suggested when you create production orders for a

product. Production groups can be used to limit reports and to control posting inthe ledger.

Property The property information for the production process. For more information, seeProperties (form).

Arrival

Select this check box if item gains that are BOM lines that have negative salesquantities must be manually returned to production.

If you do not select this check box, item gains are put in inventory by the systemwhen the production is started.

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Flushing

principle

Select the method that is used to register item consumption against a productionorder:

Start – Consumption is automatically registered when you update a

production order to the start phase. This option is the default setting for a

new product, and for an existing product that is updated. Finish – Consumption is automatically registered when you update a

production order to the report as finished phase.

Manual – Consumption is not automatically registered. You must

manually enter consumption on the picking list.

Modeling

enabledSelect this check box to enable Product Builder to model the product.

Hide dialog

box

Select this check box to hide the dialog box that is used for automatic

configuration based on default values.

Hide approvaldialog

Select this check box to hide the approval dialog box after the configurationdetails are acknowledged.

Autostart

configuration

Select this check box to open the configuration dialog box when a product for

which modeling is enabled is entered.

Mandatoryconfiguration

Select this check box to enable verification of item lines to make sure thatconfiguration details are completed.

Plan FastTab

Use the Plan FastTab to maintain the coverage group of the product.

Field Description

Coverage

group

Select a coverage group for the product. The coverage group controls how netrequirements are calculated for the product.

Coverage groups are used to group products that have similar characteristics, so thatthe products are scheduled in the same manner. The grouping can be based on factors

such as the main supplier or the length of the delivery time. For more information,

see Coverage groups (form).

Manage projects FastTab Use the Manage projects FastTab to maintain information about project categories that are

associated with products.

Field Description

Project The project category that is suggested when the product is used in an item

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category requirement in the Project management and accounting module.

Manage costs FastTab

Use the Manage costs FastTab to maintain information about costs, such as posting and priceinformation, and information about ABC classification.

Field Description

Item group

Select an item group for the product.

An item group can be used to classify structure products by characteristics. An item

group can also be used to control the ledger accounts for transactions that are

generated by product receipts and product issues.

Cost group

Select a cost group for the product.

A cost group can be used to trace the cost contribution of an inventory item in thecalculated cost of a manufactured product.

Use cost price by

variant

Select this check box to report on the production costs of product variants instead of

products. Select the check box if the cost of production for each variant varies so

much that pricing must be specified by variant instead of by product. For moreinformation, see Cost groups (form).

Latest cost price

Select this check box to update the price in the Price field. During the update, the

Price field is populated with one of the following prices:

The price for the last receipt from the inventory journal.

The price that is applied when you post negative reporting as finished for aBOM, because a BOM line is returned to inventory.

Note

If this check box is cleared, you must change the production cost manually.

Date of price

The date when the price of the product was last changed. The price can be changedmanually, or when a sales order or a purchase order is updated.

Unit The inventory unit that forms the basis of the cost price.

Price The price of the number of units in the Price unit field.

Price unit

The number of units to which the price applies.

Tip

When you enter purchase order lines, sales order lines, and inventory journal lines,

the unit price is converted for the quantity that you specify for each line.

Price The quantity that is used when the specified miscellaneous charges are allocated to

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quantity the price per unit.

Note

This field is used only if the Incl. in unit price check box is selected.

Price

charges

A fixed amount that is added to the price. The amount is added independently of the

quantity.

Incl. in unit

price

A selected check box indicates that the price charges are divided by the quantity inthe Price quantity field. The result is then added to the amount in the Price charges

field.

Value

The product’s ABC code for the inventory value.

Note

The A, B, and C codes refer to the priority of the division. Inventory value refers to

the value of the items that are in inventory. For example, A items, which make up20 percent of the total inventory, represent 70 percent of the total value of

inventory. The A, B, and C percentages must total 100 percent.

Margin The product’s ABC code for the contribution margin.

Revenue The product’s ABC code for sales.

Carrying

cost

The product’s ABC code for attachment to inventory.

Note

The A, B, and C codes refer to the priority of the division. Inventory attachment

refers to the time that an item remains in inventory. For example, A items, whichmake up 20 percent of the total inventory, are attached to inventory for two weeks.

Therefore, A items are an expense in inventory for 2 weeks. The A, B, and C percentages must total 100 percent.

Financial dimensions FastTab

Use the Financial dimensions FastTab to maintain information about costs, such as posting and

price information, and information about ABC classification.

Field Description

Default financial

dimensions

The default financial dimensions for the main account. When you select a

financial dimension value, the Where the %1 dimension is used field group

displays where the dimension is used in account structures and advanced rulestructures.

Where the %1

dimension is

The account structures and advanced rule structures that use the financial

dimensions that you selected in the Financial dimensions or Default financial



used dimensions field group.

Note

The name of the field depends on the selection in the Financial dimensions or

Default financial dimensions field group.

Send comments about this topic to Microsoft Dynamics AX Content Publishing Team.

Build date: 2012-10-25 [23:26]

About sales price models [AX

2012]Other Versions

3 out of 3 rated this helpful - Rate this topic

Updated: December 7, 2011

Applies To: Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft

Dynamics AX 2012

When you set up sales prices for project expense transactions and hour transactions, you can apply a sales

price model. A sales price model specifies the calculation method that is used to determine the final sales

price for a transaction. The numbers that you enter in the Pricing fields in the Sales price (hour) form

and Sales price (expense) form are either amounts or percentages, depending on the selection in

the Sales price model field.

The following table describes the affect that each sales price model has on how a sales price is

determined.

es price

delDescription Formula

y. The amount that you enter in

the Pricing field is the actual

No formula is used for this sales price model. The number

that you enter in the Pricing field is the price per quantity

http://technet.microsoft.com/en-us/library/aa569699.aspx#feedback






cost per quantity or unit.

ntribution

io

The number that you enter in

the Pricing field is thecontribution ratio expressed as

a percentage of the sales price.

(100 * cost price) / (100 - Pricing)

Example You want a contribution ratio of 10 percent for an hour

category. The cost price for the category is EUR 50. You u

the following calculation:(100 * 50) / (100 - 10) = Sales price EUR 55.55

arges

rcentage

The sales price per transaction

is the cost price per transactionmultiplied by the charges

percentage. You enter the

charges percentage in

the Pricing field.

Cost price * (100 + pricing) / 100

Example The charges percentage for a particular hour category is 5

percent. The cost price is EUR 20. You use the following

calculation:

(20 * (100 + 5)) / 100 = Sales price EUR 21.00

arges

ount

The sales price per transaction

is the cost price per transaction

plus the charges amount. Youenter the charges amount in

the Pricing field.

Cost price + pricing amount

Example The fixed-price administration charge on a particularexpense category is EUR 10. The cost price is EUR 90. Y

use the following calculation:

EUR 90 + EUR 10 = Sales price EUR 100.00

See also

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Hide allShow all

Stores (form)



Click Retail > Common > Retail channels > Retail stores. On the Retail stores list page, on theStore tab, in the New group, click Retail store to create a new store. To modify an existing store,

double-click the store in the list.

Use this form to configure parameters for a new or existing store.

Task that uses this form

Set up a retail store

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs (Action Pane)

Tab Description

Store View and edit information about the selected store.

Setup Specify configuration settings for the selected store.

Tabs (lower pane)

Tab Description

GeneralSpecify parameters that apply to the whole store, such as store hours and

regional settings.Statement/Closing Specify settings for statements and closing operations.

MiscellaneousSpecify miscellaneous settings for the store. For example, you can specify

whether labels can be printed, and whether training mode can be used.

Financial

dimensionsSpecify financial dimensions for the store.

Store inventory Select a master inventory plan for the store.




http://menuitemdisplay//RetailStoreTableListPage/



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Buttons (Action Pane)

Button Description

Retail store Create a new retail store.

View assortment productsView all the products in all the assortments that are assigned to thestore.

View assortments View the assortments that are assigned to the store.

Price groupsView, add, or remove the price groups that are assigned to the

store.

Price listView the prices, price adjustments, and discounts of all the

products that are assigned to the store.

Refresh (F5) Update the information about the store.

Export to Microsoft Excel

(CTRL+T)Export information about the store to Microsoft Excel.

Attachments View any attachments about the store.

Staff View the workers that are assigned to the store.Work shift list View a list of work shifts at the store.

Payment method to store Copy payment methods from one store to another store.

Cash declaration Copy cash declarations from one store to another store.

Copy income/expense

account

Copy income accounts and expense accounts from one store to

another store.

Work shift setup Copy work shifts from one store to another store.

Sections Copy sections from one store to another store.

Copy all Copy all the settings from one store to another store.

Payment methods Set up or manage the store's payment methods.

Cash declaration Set up or manage the store's cash declarations.

Income/expense accountSet up or manage the store's income accounts and expense

accounts.

Sections Set up or manage the store's sections.

Distribution locations View the store's distribution locations.

Fields

Field Description

Name Type the name of the store. This field is required.

Store number The ID number of the store.

Company The company that the store belongs to.

Warehouse The warehouse in Microsoft Dynamics AX that corresponds to the store.

Shipping warehouse The warehouse from which customer orders are shipped.

Screen layout IDThe ID number of the point of sale (POS) screen layout that is assignedto the store.

Functionality profile The functionality profile that is assigned to the store.



Offline profile The offline profile that is assigned to the store.

Inventory lookup Select this check box to allow POS registers to look up inventory.

Language The language that is used at the store.

Currency The currency that is used at the store.

Tax identificationnumber (TIN) The tax identification number for the store.

Sales tax group The sales tax group that is used at the store.

Prices include sales taxSelect this check box to indicate that the store's prices include sales tax,or value added-tax (VAT).

Use destination-based

tax

Select this check box to indicate that the store uses destination-based

taxes.

Use customer-basedtaxes

Select this check box to indicate that the store uses customer-basedtaxes.

Sales tax override

group

The sales tax override group that is used at the store.

Customer address bookThe customer address book that is used at the store. Customers assignedto this address book are downloaded to the Retail POS in the store.

Employee address bookThe employee address book that is used at the store. Employees

assigned to this address book can log on to Retail POS in the store

Default customerThe default customer for the store. This customer is used if a specificcustomer is not added to a transaction.

Statement methodThe statement method that is used at the store. The value can be Staff,

POS terminal, or Total.

One statement per daySelect this check box to indicate that the store posts one statement per

day.Tender declaration

calculation

The method that is used to calculate tender declarations. The value can

be either Last or Sum.

Rounding accountThe general ledger account to which any rounding differences are

posted.

Name The name of the general ledger account used for rounding differences.

Maximum rounding

amountThe maximum rounding amount that is allowed to be posted.

Posting The maximum difference that is allowed when statements are posted.

Shift The maximum difference that is allowed when shifts are posted.

Transaction The maximum difference that is allowed in transactions.

Closing methodThe closing method that is used at the store. The value can be either

Date and time or Shift.

Transaction end time The time that the last transaction of a shift must be completed by.

Staff/registerSelect this check box to indicate that employees can use shifts onmultiple registers.

Remove/add payment The payment method that is used to add or remove money from the cash



method drawer.

From The time that the store opens.

To The time that the store closes.

Prints shelf labels Select this check box to enable the store to print shelf labels.

Prints product labels Select this check box to enable the store to print product labels.Create labels for zero

price

Select this check box to enable the store to print labels that have a price

of 0 (zero).

PO product filterSelect this check box to indicate that only products on purchase orderscan be used for replenishment.

Hide training mode Select this check box to hide training mode on the store’s registers.

CostCenter The store’s cost center for accounting purposes.

Department The store’s department in the organization.

ExpensePurpose The expense purpose.

Where the %1

dimension is used The location of the financial dimension.Master plan The master plan that includes the store.


Build date: 2012-10-25 [23:12]



Hide allShow all

Retail parameters (form)



Click Retail > Setup > Parameters > Retail Parameters.

Use this form to set up parameters for Retail.


Configure parameters

Navigating the form


Links

Link Description

GeneralSpecify store-wide parameters, such as the default item type and the EuropeanArticle Number (EAN) license number.

PostingSpecify 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.

ReplenishmentSpecify parameters that are used to replenish inventory through cross-docking

and inventory allocation. Number

sequencesSpecify parameters for number sequences.

Buttons

Button Description

InitializeAfter installation, create jobs and subjobs, distribution locations, and other records thatare required to replicate data to stores. For more information, see this TechNet article.




http://menuitemdisplay//RetailParameters/



http://ep:84/DynamicsAX6HelpServer/Topic.aspx?DocumentSet=UserDocumentation&Ids=70be719d-df43-484f-b446-3ef6bcce35c7&ContentLanguage=EN-US&ResourceLanguage=EN-US


http://go.microsoft.com/fwlink/?LinkId=267572









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.

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, multibuydiscounts, and discount offers.

Ledger accounttype

Select that type of ledger account that Retail uses to post periodic discounts.

Standard – Retail does not use the discount-related fields in this

form. Instead, Retail uses the ledger account that is defined for

inventory posting in Microsoft Dynamics AX.

Periodic – Retail uses the discount-related fields in this form. If you

select this option, you must specify a general ledger account for eachtype of offer: discount, mix and match discount, and quantity

discount.

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 moreinformation, see Set up gift cards.

Receipt optionSelect 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.

Automaticsettlement

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 settleaccounts 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

transactionsSelect this check box to aggregate voucher transactions.

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Purchase order Select the default warehouse that is used when purchase orders are created.

InventorySelect the default warehouse that is used for inventory journals or orderswhen retail products are created.

Sales orderSelect the default warehouse that is used for sales orders when retail

products are created.

Always create tradeagreement 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 ofdelivery

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

percentageType the default cancellation charge as a percentage of the order's total.

Shipping charge

codeSelect the default shipping charge.

Cancellation charge

codeSelect 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 recordcredit 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 is

installed.

Method of payment

Select a method of payment if you want customer orders to be posted to adifferent account than the one that is specified in the Credit card section of

the Accounts receivable parameters form.

Note


installed.

Cross dockingSelect when assortments are respected during cross-docking:



Never Always

Manual

Buyer's push

Select when assortments are respected during inventory allocation:

Never

Always

Manual

Coverage days Type the number of coverage days.

Reference The name of the number sequence.

Number sequence

codeThe ID number of the number sequence.

Reuse numbersSelect this check box to reuse numbers in the sequence that are no longer

used.Use same number

asThe name of another number sequence that uses the same numbers.


Build date: 2012-10-25 [23:13]

Hide allShow all

Retail parameters (form)



Click Retail > Setup > Parameters > Retail Parameters.

Use this form to set up parameters for Retail.


Configure parameters














Navigating the form


LinksLink Description

GeneralSpecify store-wide parameters, such as the default item type and the European

Article Number (EAN) license number.

PostingSpecify 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.

ReplenishmentSpecify parameters that are used to replenish inventory through cross-docking

and inventory allocation.

Numbersequences

Specify parameters for number sequences.

Buttons

Button Description

InitializeAfter 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 aninventory journal is created in the point of sale (POS) system.

Post periodicdiscount

Select this check box to enable periodic offers to be posted to the ledger

accounts. Periodic discounts include mix and match discounts, multibuy

discounts, and discount offers.

Ledger account

type

Select that type of ledger account that Retail uses to post periodic discounts.

Standard – Retail does not use the discount-related fields in this

form. Instead, Retail uses the ledger account that is defined forinventory posting in Microsoft Dynamics AX.

Periodic – Retail uses the discount-related fields in this form. If you

select this option, you must specify a general ledger account for eachtype of offer: discount, mix and match discount, and quantity

discount.

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 matchnumber

Select the general ledger account that is used to post mix and matchdiscounts.

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.

Receipt optionSelect 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 wheninvoicing purchase

Select this check box to post all journals that are related to replenishment orcross-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 opentransaction editing.

Safe drop Select this check box to aggregate safe drops.

Bank drop Select this check box to aggregate bank drops.

Vouchertransactions

Select this check box to aggregate voucher transactions.

Purchase order Select the default warehouse that is used when purchase orders are created.

InventorySelect 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

agreement forvariants

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

percentageType the default minimum deposit as a percentage of the order's total.

Pickup mode ofdelivery

Select the default delivery method.

Disposition code The disposition code for returned items.Days quotation

expiresType 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

codeSelect the default shipping charge.







Cancellation chargecode

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


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


installed.

Cross docking

Select when assortments are respected during cross-docking:

Never

Always

Manual

Buyer's push

Select when assortments are respected during inventory allocation:

Never

Always

Manual

Coverage days Type the number of coverage days.

Reference The name of the number sequence.

Number sequence

codeThe ID number of the number sequence.

Reuse numbersSelect this check box to reuse numbers in the sequence that are no longer

used.

Use same number

asThe name of another number sequence that uses the same numbers.




Build date: 2012-10-25 [23:13]

Documents

Dynamics AX - Product Form Help