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Resource page for Retail for Microsoft Dynamics AX 2012

 

This page provides you with a consolidated list of published documentation, sources of information, known issues, solutions and tips and tricks for troubleshooting the Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3.

Important Note: The documentation for the Retail features of Microsoft Dynamics AX 2012 is available on TechNet, MSDN, and on the Help Server.

On this page:



 

Top Downloads


 View and download demo packages, training guides and popular documents for Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 R2, and Microsoft Dynamics AX 2012 R3.

Link
Description
This article contains information about how to link your Azure account with Lifcecycle Services so you can deploy the demo virtual machine for Microsoft Dynamics AX 2012 R3.
The Microsoft Dynamics AX2012 R2 demo package includes links to a virtual machine (VM) that includes a full set of demo data, a database backup, demo scripts, click-through demos and related material.
This article contains information about how to obtain and install cumulative update 7 for Microsoft Dynamics AX 2012 R2. A link to relevant hotfixes for CU7 is also included on this page.
 The Microsoft Dynamics AX for Retail 2012 R2 training guide is intended for partners who want to set up and use the application functionality in Microsoft Dynamics AX for Retail. This guide explains how to use the Retail module to manage a retail business from the head office to the retail stores.
This guide describes how to implement Microsoft Dynamics AX 2012 R3 in compliance with the Payment Card Industry (PCI) Data Security Standard version 2.0.
This guide describes how to implement Microsoft Dynamics AX 2012 R2 in compliance with the Payment Card Industry (PCI) Data Security Standard version 2.0.
This document describes what has changed in the implementation of credit card processing in Accounts receivable in Microsoft Dynamics AX 2012 R2. These changes are driven primarily by the switch from a single credit card processor to support for multiple credit card processors. Support for multiple credit card processors is a benefit of using the Payment SDK.
 This document provides a summary of new and changed features that have been implemented in Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. It also provides deprecated feature notices that describe features that have been removed in these releases, or that are planned to be removed in future releases.
This poster illustrates the recommended procedure for “in-place” upgrade to Microsoft Dynamics AX 2012 R2 from either Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2012 Feature Pack.

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Critical Hotfixes


There are several known issues in the Retail applications area of Microsoft Dynamics AX 2012, Microsoft Dynamics AX 2012 Feature pack and Microsoft Dynamics AX 2012  R2 for which we have released a variety of different relevant hotfixes.Below are the links to the list of relevant hotfixes for each release.

Link
Description
Microsoft Dynamics AX 2012 release hotfixes
Review and download the most current hotfixes for Microsoft Dynamics AX2012 from CustomerSource.
Review and download the most current hotfixes for Cumulative Update 4 for Microsoft Dynamics AX2012 and Microsoft Dynamics AX 2012 Feature Pack 1from PartnerSource.
Review and download the most current hotfixes for Microsoft Dynamics AX2012 R2 from CustomerSource.
Review and download the most current hotfixes for Cumulative Update 1 for Microsoft Dynamics AX2012 R2 from PartnerSource.
Review and download the most current hotfixes for Cumulative Update 6 for Microsoft Dynamics AX2012 R2 from PartnerSource.
 
As of cumulative update 6 (CU6) for Microsoft Dynamics AX 2012 R2, in addition to the types of updates that are included in cumulative updates, you can also find rollups of hotfixes and regulatory updates. This and future cumulative updates now include enhancements to existing business processes.

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Resources


View and access documentation, blogs and whitepapers for Microsoft Dynamics AX 2012 for Retail. Topics may apply to multiple versions.

Resource type

Audience

Topic title

Description

Documentation

System administrator

Microsoft Dynamics AX Retail

Retail provides mid-market and large retailers a complete head-office and point of sale (POS) solution with support for online and brick-and-mortar stores. It can help retailers increase financial returns, improve service, manage growth, reach customers, and streamline efficiencies.

This topic describes the components that are included in Microsoft Dynamics AX 2012 for Retail

 

 

Point of Sale for Microsoft Dynamics AX 2012 for Retail

Microsoft Dynamics AX for Retail POS is the point of sale (POS) program for Microsoft Dynamics AX. POS tasks are performed by using a POS register. The graphical user interface (GUI) is easy to use and can be set up to meet the requirements of many industries, such as food service, fashion, and grocery.

This topic includes links to important information about how to plan, deploy, configure, and customize Retail POS.

 

 

Documentation roadmap for Microsoft Dynamics AX 2012 online store

An introduction to Microsoft Dynamics AX for E-Commerce with a  step by step guide to configure the online store ranging from the Channel manager to IT Pro to developer steps.

 

 

Install retail components

Retail consists of several components that are typically distributed across multiple computers and locations.

This topic lists the retail components that you need to install and provides links to step by step procedures to install each component.

 

 

 Deploy Retail POS

 This topic discusses the steps to prepare for and deploy Microsoft Dynamics AX for Retail POS.

 

Developer

Architecture of the Microsoft Dynamics AX Retail online store

The Microsoft Dynamics AX 2012 R2 Retail online store enables you to deploy, manage, and customize an online sales channel that is fully integrated with Microsoft Dynamics AX. The online store is built on the Microsoft SharePoint Server 2013 cross-site publishing platform.

This topic describes the architecture, features, and components of the Retail online store.

 

 

Extend Point of Sale

Microsoft Dynamics AX for Retail POS is a fully customizable point of sale (POS) component of Microsoft Dynamics AX 2012 for Retail. This topic provides a high level overview about how to extend Retail POS.

 

 

Commerce Runtime

The Microsoft Dynamics AX commerce runtime (CRT) serves as the engine for a retail channel. It connects to a CRT database that stores business data for the channel. This topic discusses the architecture and features of the CRT.

 

 

Install and configure Commerce Data Exchange: Synch Service

The topics in this section describe how to install and set up Commerce Data Exchange: Synch Service.

 

Application user

 Retail

This content set includes topics that describe how to set up and use Microsoft Dynamics AX 2012 for Retail.

Retail essentials

Retail essentials is a retail-centric configuration option for Microsoft Dynamics AX. Retail essentials provides a simplified, streamlined user experience that is optimized for organizations that use only the retail management functions of Microsoft Dynamics AX.

This content set included topics that describe how to set up and use Retail essentials.

Call center

Call center functionality includes features that are designed to make it easier to take phone orders and handle customer service throughout the order fulfillment process.

Retail in Microsoft Dynamics AX 2012 R3 supports call centers as a type of retail channel. In a call center, workers take orders from customers over the phone and create sales orders. This content set included topics that describe how to set up and use the call center features in Microsoft Dynamics AX.

Readiness

All

Microsoft Dynamics for Retail Readiness portal

This portal on PartnerSource includes information on training, roadmaps and sales and marketing resources for all things Retail.

Microsoft Dynamics AX: Retail solution

This page provides information to enable you to learn about the Microsoft Dynamics AX Retail solution. The site includes general information about how the Retail solution works, as well as demos and links to additional information.

Blogs

All

Microsoft Dynamics AX for Retail support blog

Find answers to the most frequently asked questions for Retail. This blog lists the most common Retail questions that are asked of our support team

Managing and Maintaining POS Customizations

This blog describes best practices to maintain your POS customizations over the life of your product.

 

System administrator

Microsoft Dynamics AX 2012 R2 for Retail: Installing the Real-time Service

Step by step instructions about how to install Microsoft Dynamics AX Commerce Data Exchange: Real-time Service

 

 

Overview of Microsoft Dynamics AX build numbers

The build numbers page now includes the latest hotfix numbers for Microsoft Dynamics AX 4.0 through Microsoft Dynamics AX 2012 R3.

Whitepapers

All

Retail performance whitepaper

This white paper provides an overview of a series of performance tests run by Microsoft to enable customers and partners to better size capacity for the infrastructure that they require for an implementation of the Microsoft Dynamics AX 2012 R2 for Retail.

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Best Practices


Deleting the AXRetailPOS database

Deleting your AXRetailPOS database is not recommended. Treat this database in the same manner that you treat any other business critical data.

N jobs vs. A jobs

N jobs push out all data from a table to the POS every time the N job runs. The N job clears the POS tables and replaces them with a fresh copy of Microsoft Dynamics AX data.

A jobs are more lightweight and only push changes, sending less data. Only new or updated records are sent to the POS when A jobs run.

For example A jobs are required if you want to send information to POS1 and not to POS2. In this scenario, if an N job were used, instead, both POS1 and POS2 would get all of the data. A jobs can also be used to send different sets of data to different stores.

PCI compliance (IPSec)

By default, Commerce data exchange: Synch service is set to use IPSec to secure its communications for PCI compliance. If you want to use this, you must set up your network to support IPSec as well. You can disable IPSec in the Commerce data exchange: Synch service settings, but doing so would then require another form of communication security to be implemented to meet the PCI compliance requirements.

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Troubleshooting Tips


Issue
Solution
How do I create an audit trail at the store level in Microsoft Dynamics AX 2012 R2?
In Dynamics AX 2012 R2 we changed how tracing/logging works in EPOS.  In previous versions we logged all logging information to the RetailTransactionTable.  In Dynamics AX 2012 R2 we use standard .Net tracing for this purpose.
However, we still use this table for auditing purposes in Dynamics AX 2012 R2 and Dynamics AX 2012 R3. In the Functionality profile form, on the Functions FastTab, in the POS section, select the Audit checkbox.

If that is turned on then the following things will get audited to the table by default:

  • Application start
  • Application stop
  • User logged in
  • User logged off
  • Item voided
  • Transaction voided
  • Manager override succeeded
  • Manager override failed

It is also extensible – most of these calls are in triggers.  All you have to do is add a call to LSRetailPosis.ApplicationLog.WriteAuditEntry from anything you want to audit. For more information about the fields on the Functionality profile form, see POS functionality profile (form).

Note:

if you are using our sample data it looks like the Audit is enabled on the standard profile.  However, if you look at the database it actually has a value of 2 which is not valid. To fix this clear and then re-select the check box or change it to a 1 in the channel database:
" update RETAILFUNCTIONALITYPROFILE set AUDITENABLED = 1"
Can I link a blank operation with parameters to a particular key on a keyboard in POS without having to change the code?Yes. In the Keyboard mapping form (Retail>Setup>POS>Keyboard mapping group>Keyboard mapping), select Blank operation in the Operation ID field, then in the Action property field, add the parameters separated by a semicolon.  For example a;b.
You need to run the N-job and they are timing out
Consider splitting up the job to decrease the connection update time. Complete the following steps to split the N-job:
  1. In the Scheduler job, select N-1040.
  2. Click on Functions and select Copy Scheduler Job.
  3. Give it a name such as N-1040-A.Highlight this job in the main grid.
  4. Select a subjob in the lower grid and click on the Red X in the toolbar to remove the subjob. Perform this action to decrease the number of tables this job updates.
  5. Run this new N-1040-A job and see if it completes successfully.
  6. Repeat Steps 2-7 to create as many jobs as necessary to complete all required subjobs.
When Creating the Offline Database it fails with the error "An error occurred while creating the database"
When running the seed data generation the job inserts “DataAreaID” to the field list on non-global tables. However, as the tables actually have the DataAreaID column defined, it inserts it twice.
See Blog http://blogs.msdn.com/b/axsupport/archive/2012/05/14/ax-2012-retail-creating-offline-database-fails.aspx
You can't launch the Retail Database utility and you get a DBServerUtil.exe - System Error "The program can't start because mfc100u.dll is missing from your computer"
One prerequisite is missing for the Commerce data exchange: Synch service (Store connect) installer. The Commerce data exchange: Synch service settings utility requires the Visual Studio C++ runtime to be installed. Click one of the following links to download the required package.
See Blog: http://blogs.msdn.com/b/axsupport/archive/2012/04/24/ax-for-retail-2012-store-connect-missing-mfc100u-dll-error.aspx
Maximum hop count has been exceededError messages stating that the maximum hop count has been exceeded means that the Commerce data exchange: Synch service (Store connect) has forwarded messages more times than is allowed by the maximum hop count setting.

Typically this occurs because of an incorrect service name entered into the Commerce data exchange: Synch service profiles in Microsoft Dynamics AX. This can lead to what would be an infinite loop of forwarding if the hop count check was not in place.

Verify that all service and server names are specified correctly in the Commerce data exchange: Synch service profiles in the Retail client. After these are corrected, try running the failed scheduler job again.
The A-Job was run in batch and one of the stores was offline during that process.  When the A-Job is run again, the store data for the store that was offline is not being updated.

A-Jobs use a timestamp as a marker to indicate the last time that the distribution schedule was run. The next time that this distribution schedule is run, only actions with a timestamp later than that marker will be processed

To update the data for the store that was offline at the time that the A-Jobs were run, go to the distribution schedule that failed, select the A-Job that failed and then click Scheduler log. Select the occurrence that failed and click Rerun scheduler job. Then select the store where you want to send the data.

 

 

Still having trouble?


If you are experiencing issues downloading the install file or documentation on CustomerSource/PartnerSource, please contact   ITMBSSUP@microsoft.com

  1. Ask the community of users like yourself through the Microsoft Dynamics AX Community here..
  2. For Technical support questions, contact your partner, or if enrolled in a support plan directly with Microsoft, you can enter a new support request to Microsoft Dynamics Technical Support from CustomerSource or PartnerSource under Support >> New Support Request
  3. You can also contact Microsoft Dynamics Technical Support by phone using these links for country specific phone numbers:
    Partners – a href="https://mbs.microsoft.com/partnersource/supportcenter">Global Support Contacts (requires PartnerSource login)
    Customers – Global Support Contacts (requires CustomerSource login)

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