Introduction: In D365 Retail POS, if you want to customize anything you need Extension Points. Over-layering is completely sealed. So, now if you want add custom columns to your View which is designed using code you can do it using Custom column extension. Each view has its own custom column interface which you can import and use to add columns. You can view the available Views for adding custom columns in ‘Pos.Api.d.ts’ file. Scenario: In Picking and Receiving, Update view you want to view details of Product variants like Size, Color and Config for all lines. Steps: Open ‘ModerPOS.sln’ from K:\RetailSDK\POS. Navigate to Pos.Extensions -> SampleExtensions -> ViewExtensions. Create a new Folder ‘PickingAndReceivingDetails’. In Folder, Add a TypeScript file and name it ‘CustomPickingAndReceivingListColumn’. Add the below code in file. //Added new column size, color and config; Also, take care of existing column by mentioning it else it will throw error //Note: Summation of ratio should be 100 import { IOrderLinesListColumn } from “PosApi/Extend/Views/PickingAndReceivingDetailsView”; import { ICustomColumnsContext } from “PosApi/Extend/Views/CustomListColumns”; import { ClientEntities } from “PosApi/Entities”; export default (context: ICustomColumnsContext): IOrderLinesListColumn[] => { return [ { title: “Product Number”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.productNumber; }, ratio: 15, collapseOrder: 9, minWidth: 60, isRightAligned: false }, { title: “Description”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.description; }, ratio: 30, collapseOrder: 8, minWidth: 70, isRightAligned: false }, { title: “Size”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.sizeTranslation; }, ratio: 5, collapseOrder: 7, minWidth: 40, isRightAligned: false }, { title: “Color”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.colorTranslation; }, ratio: 10, collapseOrder: 6, minWidth: 40, isRightAligned: false }, { title: “Config”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.configurationTranslation; }, ratio: 10, collapseOrder: 5, minWidth: 40, isRightAligned: false }, { title: “UOM”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): string => { return row.unitOfMeasure; }, ratio: 10, collapseOrder: 4, minWidth: 40, isRightAligned: true }, { title: “Quantity Ordered”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.quantityOrdered; }, ratio: 10, collapseOrder: 3, minWidth: 40, isRightAligned: true }, { title: “Quantity Received”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.quantityReceived; }, ratio: 5, collapseOrder: 2, minWidth: 40, isRightAligned: true }, { title: “Quantity Received Now”, computeValue: (row: ClientEntities.IPickingAndReceivingOrderLine): any => { return row.quantityReceivedNow; }, ratio: 5, collapseOrder: 1, minWidth: 40, isRightAligned: true } ]; }; Open manifest.json file and Add the View to manifest.json File inside the Views section. “PickingAndReceivingDetailsView”: { “orderLinesListConfiguration”: { “modulePath”: “ViewExtensions/PickingAndRecivingDetails/CustomPickingAndReceivingDListColumnExtension” } }, Build and Run the POS.

Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shift opens. In this blog we shall see how to close the blind shift. Steps: 1. Login to the POS 2. Open a new shift or continue with the existing one. 3. Click on Show blind closed shifts. 4. Select the shift you want to close. 5. At the bottom click on declare. 6. Declare the starting amount and the tender amount. 7. Click on close shift. This is how blind shifts can be closed.

Introduction: Dynamics 365 for Retail Provides Modern POS functionality (MPOS). It supports online as well as offline mode. The blog describes the configuration and Installation of MPOS step by step. Steps: Step 1: Go to Retail -> Channels -> Retail Stores -> All Retail Stores Select the Store for which you want to configure MPOS. In my case I have selected the warehouse. Step 2: On right hand side Go to registers and select which register you want for that particular store. Double click on the register Step 3: Under General Fast Tab, Enable Support Offline and Double click on the Device Please Note: If Device is not set for the register of the store. Go to Devices and assign a device of type Retail Modern POS to the register. Step 4: Click on Download and select the Configuration file Step 5: When the download starts click on save or the browser will automatically download it. Step 6: Again Go to Download and now select the Retail Modern POS Step 7: Once the download starts click on Save and then click on Run. This completes the installation of Modern POS  

Introduction: This blog explains you setup of gift card in Dynamics 365 retail, which can be issue and redeem in store. In POS gift card can be use as payment tender. Just like loyalty Card Casher can check the balance, he can add balance (Money) to the gift card and issue the gift card from POS. Before you setup gift card in Dynamics 365 retail, you should Set up a retail service product to represent gift cards. If cards have bar codes, make sure that the correct bar codes are associated with the gift card product. Let’s begin. Step 1: Open the Dynamics 365. Go to the Retail and Commerce > Headquarter setup > Parameter > retail parameter Click on Posting. Step 2: In the Gift card product field, select the gift card product. This this case “9999” is gift card product No. you can select your gift card no. Gift Card Company: the legal entity that holds the liability for gift cards. In the Journal field, enter the name of the journal to use when intercompany journal entries are created. Journal entries are creating during the statement posting process. In the Serial number templates fields, enter the start date, end date, and gift card numbering template to use when generating electronic gift cards. If the gift card template doesn’t expire, leave the End date field blank. Conclusion: By following above steps you can setup gift card in Dynamics 365 retail.  

Introduction: In Dynamics 365 Operation retail POS, we have different button on POS of different function. Some time we have a requirement from client he want some specific button on POS. In This blog I am going to show you how to add button on POS Screen. Follow the below steps. Step 1: Open the Dynamics 365 Operation. Step 2: Go to the Retail And Commerce > POS > Screen Layout Step 3: Once you click on it, list of screen layout will open. As per you Store Profile  select  layout. In this case my layout of  A2CP16:9C Step 4: We all Know that In dynamics 365 POS, there is different button grids, As per requirement we will add demo button in Shift and Drawer button. So select the button grids and click on designer button Step 5: Once I click on it. My button designer will Open. Step 6: Right click on the last button and click on Add row. In Row will be added. Right click on button and select Button property. And set the Property Step 7: Click on OK Button and close the designer. Go the Channel Database and Run the Job No. :- 1070. Conclusion: With the help of above steps, you can add, remove or create Customized button designer view for the MPOS and CPOS

Introduction: Info code is used to capture additional information and Point of Sales. It Prompt Point of sales User to enter information at time various action on Point of Sales. This various can be like, Sales transaction, Return, payment method, customer. In this blog we demonstrate info code setup on Sales return Product. Scenario: Customer want to return some product, company want to know why customer is returning the Product and want to capture reason in Point of sales. Follow the below steps to configure info code setup return transaction. Step 1: Open then Dynamics 365, go to the retail and commerce Go to Channel Setup and click on info code. Step 2: Click on New Button. In Info code Number mention “Sales_Ret” , In description write “Sales Return Info code”. Prompt text will display on Point of Sales. In Put type Select Option Text. It Mean Point of Sales User will enter the reason in text format. In General Tab Select Yes in Input required Step 3 : Go to POS Profile and select Functionality Profile Select functionality Profile of store which you want to change. Step 4: Click on Edit button and go to Info Code Tab. In Info code tab Click on Return Transaction and Select “Sales_Ret”.Click on Save button. Step 5 : go to Channel Database and run the Job for that store. After that login in MPOS Or CPOS and Post return sales Entry. POS will POP-UP with Return Info code. From above steps with you can assign info code entry to POS Transaction.

Dynamics 365 for finance and operations is an ERP system built and designed to match your business needs in this modern day business scenario. Elements are currently as much a business system as it is innovation deliverable, some portion of a bigger biological system where data pulled from unique channels, (for example, social, IoT, and Office) is caught, investigated, and spread so as to help explicit business objectives. Make planning simpler by giving your spending chiefs simple to-utilize apparatuses. A wizard causes them to make spending plan worksheet formats for Microsoft Excel.  This cloud-based ERP framework gives the pertinent data you have to convey vital, information-driven bits of knowledge to key divisions. Additional quick monetary bits of knowledge drive corporate procedure and development, declining obligation through effective assortment of the board. Introduction: Blow blog, describe you about how to create,  modify Receipts, invoice, Order summery report and rest of other document for MPOS and CPOS. You can create multiple receipts with different layout for single entity. Let begin with this Exercise. Step 1:- Go to the Retail and commerce > Channel setup > POS setup > POS > Receipt formats. Step 2 :- Select Receipt format 1 and click on design button. Once you click on Design button browser will ask to Open  Microsoft.Dynamics.Retail.RetailDesigner Host.application Click on Open Button. And sign in Dynamics Workflow Editor. Step 3:- Designer window is look like below screen shot. Step 4 :- In Designer window you can able to see Form Information. Form ID :- ID of receipts  , Form Name :- Name of Form , Form Description :- Description of From. Step 5:- On Left Side, you can able to view Header, Line, Footer. In Header you can click on drag  listed element in design work space. For E.g. Store ID, Staff Name, Receipts No. Transaction ID.  Header element will print on top of the receipts and will print only at once. Step 6:- In Lines, you can click on drag  listed element in design work space. For E.g. Product ID, Description, Unit Price, quantity.  Line element will print on middle  of the receipts. Step 7:- In footer, you can click on drag  listed element in design work space. For E.g. Total, TAX Amount, Tender Name .  Footer element will print on bottom  of the receipts. Step 8:- Object Information is used to set property of Element of Header, Lines and footer which is Align – Set the alignment of the field to either Left or Right. Fill char – Specify the white space character. By default, an empty space is used, but you can enter any character. Prefix – Enter the value that appears at the beginning of the field. This setting applies only to the Lines section of the layout. Characters – Specify the maximum number of characters that the field can contain if the element contains a variable. If the text in the field is longer than the number of character that you specify, the text is truncated to fit the field. Variable – This check box is selected automatically if the element contains a variable and can’t be customized. Font type – Set the font style to either Normal or Bold. Bold letters use two times as much space as normal letters. Therefore, some characters might be truncated. Delete – Click this button to remove the selected part from the form layout. Step 9:- Click on Save button. You receipt Layout will be save. Conclusion: Follow this steps to Create or modify receipts layout which is used in CPOS and MPOS.

Microsoft Dynamics 365 for Retail Management Solution is the perfect answer to the questions from the modern day consumers related to cost-effectiveness, fast and flexible services that they aim for. Microsoft Dynamics aims at seamless management solutions across all retail channels making it easier for the customer to establish a balance between their business requirements and the deliverables. When it comes to power and performance, Microsoft Dynamics is the best enterprise resource planning (ERP) cloud solution currently available in the market This amazing retail management solution from Microsoft has considerably reduced the complexities faced by the retailers in their day-to-day life in a new and unified way making it one of the most wanted and demanded software solutions in the market. Introduction: Dynamics 365 Operation Retail is providing CPOS.  This Blog Describe you, how to configure CPOS in AX 7 Operation. CPOS is Online POS, Offline POS functionality does not support to CPOS. CPOS can be Open in Internet Explorer, chrome, Firefox browser. MPOS having Online and offline functionality. In this blog for Demo Purpose, we are configuring CPOS for Huston store. And for CPOS, I am using Chrome browser. Follow the Below Setup to Configure CPOS . Before you Start: Before you Start Configuration of CPOS. Go to the Retail and Commerce -> Headquarter setup -> Parameter -> Retail Shared Parameters Select Entity Validation Templates.  Click on Import Default template. After that Drill-down to template Option and select Select RetailVal and click on SAVE button. Step 1: Go to the Retail and Commerce > Channels > Retail Store > All Store And select Houston Store. Click on Configuration Status. Select Approve All and click on Update Button. Step 2: Go to Retail and Commerce > Channels > Channel Deployment In Retail Store search for Houston Store. You will find that Progress for Houston store is 100%. Step 3: Click on Registers. Next to that you will see all the register which is created all stores. Put the filter on “HOUSTON” on Store Number. After that you can able to view list Houston Store Registers. Select Registers Number “Houston-30” and Open it. Click on configuration Status Click on Approve all and click on Update. Once you click on Update. Status will change to Completed. Click on close button. Step 4: On register page click on Device Select “HOUSTON-30”. Application Type of this Device is “Retail Cloud POS”. which mean this is CPOS. Activation status is Pending and Validation Status is not Run. Change Activation Status from pending to Pending to Activated and click on Validate Devices for Activation. Step 5: In General Tab of Device “Houstone-30” copy POS URL and Past it in Browser. Or you can click on that URL Link. Click on Next Button. Server URL, Device ID and Register ID is set by Default base on your Cloud POS Device. Click on Activate button. Once you click on Activate, it will start for activating Cloud POS. Once its Active, you will get message Click on Get Stated. You can able to view Cloud POS Login Screen. Enter Worker user ID and Password to login. Conclusion: By following this Steps, you can configure CPOS in Dynamics 365 Operation.

Introduction: There is server requirement from client, that They required few Reports and KPI  directly on the POS on store. Like Sales by Hours or sales by Item. This report run against the retail channel Database which is connected to that specific terminal. This report is not too complex to develop on other word you can say its does not required any heavy development for these reports. it required on XML report definition, SQL Query for the Data or as requirement of column. In Below Presentation, I will demonstrate you “ Sales by Sale Person” Report. This report is most commonly request from client. Step 1: Open the AX Client and goto  Retail -> Setup -> Channel Report Configuration Open Channel Report Configuration. Click on New Button, Once you click on New button Provide New Report ID :- 114 and Description :- Sales by Sale Persons In Report Details Section, select POS Permission Group in Permission Group fields For E.g. if casher want to run or view this report then select Cashier or if only Manager can view or run this report then select Manager. Report Definition XML, here you can develop the report. With below code. Which is combination XML report definition, SQL Query. <?xml version=”1.0″ encoding=”utf-8″?><RetailReport xmlns=”http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition”><Title>SALESBYSALESPERSON</Title><DataSet><DataSourceType>OLTP</DataSourceType> <Query> <![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES  , CAST(SUM(RTL.NETAMOUNT) * – 1  AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMOUNT) * -1 AS DECIMAL(18,2))  AS AVGSALESAMOUNT FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID WHERE RTA.CHANNEL = @bi_ChannelId AND @dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND (RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) AND RTA.PAYMENTAMOUNT <> 0.00 AND RTL.TRANSACTIONSTATUS = 0 group by  RST.NAMEONRECEIPT ORDER BY  SALESPERSON]]> </Query></DataSet> <ReportParameters><ReportParameter Name=”dt_StartDate” DataType=”DateTime” Label=”STARTDATE” DefaultValue=”2014/1/1″/><ReportParameter Name=”dt_EndDate” DataType=”DateTime” Label=”ENDDATE” /> </ReportParameters> <ReportCharts> <ReportXYChartCategories=”SALESPERSON”><Series>SALESAMOUNT</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>TRANSACTIONLINES</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>AVGSALESAMOUNT</Series></ReportXYChart> </ReportCharts></RetailReport> Report Definition XML Explanation XML Report Definition Below Part is XML Report Definition of POS Report. <?xml version=”1.0″ encoding=”utf-8″?><RetailReport xmlns=”http://schemas.microsoft.com/dynamics/retail/2013/06/retailreportdefinition”><Title>SALESBYSALESPERSON</Title><DataSet><DataSourceType>OLTP</DataSourceType> SQL Query With help of SQL Query, you can set report logic. For Sales by Sales Person report below is SQL Query. You can also use stored procedures. <Query> <![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES  , CAST(SUM(RTL.NETAMOUNT) * – 1  AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMOUNT) * -1 AS DECIMAL(18,2))  AS AVGSALESAMOUNT FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID WHERE RTA.CHANNEL = @bi_ChannelId AND @dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND (RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) AND RTA.PAYMENTAMOUNT <> 0.00 AND RTL.TRANSACTIONSTATUS = 0 group by  RST.NAMEONRECEIPT ORDER BY  SALESPERSON]]> </Query></DataSet> Report Parameter This Dataset you to define report input parameter. In this Example Start date and End Date is Input parameter. When user want check data with specific date range then he can enter start and End date. <ReportParameters> <ReportParameter Name=”dt_StartDate” DataType=”DateTime” Label=”STARTDATE” DefaultValue=”2014/1/1″/><ReportParameter Name=”dt_EndDate” DataType=”DateTime” Label=”ENDDATE” /> </ReportParameters> Report Charts Report chart is used to Display chart on fields which you define in SQL Query Section. Here in this Example, I define SALESAMOUNT, TRANSACTIONLINES & AVGSALESAMOUNT. <ReportCharts> <ReportXYChartCategories=”SALESPERSON”><Series>SALESAMOUNT</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>TRANSACTIONLINES</Series></ReportXYChart> <ReportXYChartCategories=”SALESPERSON”><Series>AVGSALESAMOUNT</Series></ReportXYChart> </ReportCharts></RetailReport> Step 2: Once Step 1 is completed, we need to set this report to POS. so that user can use this report. We need to run job for the Report to all channel. In AX, go to Retail -> Periodic -> Data distribution -> Distribution schedule Run the JOB ID: – 1110. And wait for couple of minutes to complete the job. After Complete the Job Open AX POS and Go to POS Report. You will be able to see Sales by Sales Person Report. Conclusion: By Using, XML Report Definition, SQL Query, Report Parameter and Report Chart you can develop POS Report.  

Microsoft Dynamics 365 for Retail Management Solution is one of the best and popular ERP cloud solutions. It is a lot efficient and effective than a lot of other similar products that you can now find in the market. Even in the peak hours of the day, you can give the best customer experience to your clients. And the best part is that you can achieve this without gaps or duplication. It is one of the main reasons why a lot of business people rely on this ERP solution. It is easy to install and use this app.  However, if you are a new user, you might find it a little difficult to manage this application. Here’s how you should handle AX retail POS error. Introduction: In AX Retail POS, the Implementation Administrator created a new Windows user ID. But new user trying to open the Retail POS, he is getting error “Retail POS Cannot connect to a database. Try again Later or see your system administrator. “.  As we all know for the online store required the Store channel database and store Massage database. The system administrator created this database from the Administrator user ID or Administrator Permission. But still this Error occurred? Error: Why this error occurred? Answer:  Store channel is the database where all retail POS transaction data stored Like ( sales Transaction, shift details, POS profile, store and terminal details…etc.).  User ID can to connected to this Database or user ID does available for store channel database in SQL. Because of this reason when new user tries to run the Retail POS application, he gets this error message. How to solve this issue? Follow the below steps: Login Point of Sales system from administrator. Then Open the store SQL server. After opening SQL, In Object Explorer go to Security -> logins Right Click on Logins and select New Login option In the General tab, select the Windows authentication option and after that click on the Search button. Add the new user ID. <Domain Name>\<New User ID> (Note:- Make sure that your system should be in the domain while adding new user). For demo use, I am using my domain CloudFronts\Amol Select User Mapping Page, In User Mapping Page Map Store Channel Database and Store message database. Select Database Role membership for Store channel database and store message Database. Role should be db_accessadmin, db_datareader, db_datawriter, db_excutore and click on OK button. Restart the Async client Service and run the Retail POS. Conclusion: Adding User with permission in SQL for Store channel database and Store Message Database, allow windows users to interact with the database from Retail POS application.