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Released product details (form)

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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 products base data for operational processes and business
analytics.

Note
When you change a products 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

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 a released product. You can delete released products only if they do not
Delete
have any transactions. However, a product that is included on an order line
cannot be deleted.
Use an existing product as a template for a new product.
Apply template

Note
This button is available only if a released product has been specified as a
template. For more information, see Create products by using a template.
Check whether all field values that are required for validation are specified for
the product.

Validate

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

Create a new released product.

Product

Note
The new product is available in the company, and it is also available as a
shared product.
Open a menu that contains the following items:

Template

Create personal template The selected product is a template for new

products. The template is available only to you.

Released product
variants
Product
dimensions
Translations
Dimension
groups
Product
attributes
Product image
Product
categories

Create shared template The selected product is a template for new

products. The template is available as a shared template.

Create new released product variants or receive suggestions for variants for a
released product master.
Define product dimensions for a product master that is released. For more
information, see Key tasks: Define products.
Translate text, such as the name or description of a product, into another
language.
Assign storage and tracking dimension groups to the product.

Assign the product to categories in the active hierarchy of procurement

categories.
Select an image for the product.
Associate the selected product with categories in sales and procurement
hierarchies.
Set up relationship types for the product. You can use product relationship
Related products types to indicate whether, for example, a product is an accessory or a product
of a similar type.
Create conversion rules to control the conversion between units of measure for
Unit conversions
the product.
Attachments
Maintain document references and notes that are attached to the product.

Purchase actions
Action button
Purchase prices
Line discount
Multiline discount
Total discount
View trade
agreements
Create trade
agreements

Description
View the purchase prices that apply to the released product variants of the
released product master.
View a list of line discounts for purchase orders.
View a list of multiline discounts for purchase orders.
View a list of total discounts for purchase orders.
View the trade agreements that apply to the released product.
Create a new trade agreement that applies to the released product.

View the sourcing options for the released product. Sourcing options
include on-hand inventory, planned orders, and alternative products.
Open purchase order View a list of open purchase order lines for the released product. Products
lines
on open purchase order lines have not yet been received and invoiced.
Period statistics
View the turnover ratio of the released product.
Supply overview

Associate the item number with a policy for invoice matching.

Alternatively, associate a combination of the item number and a vendor
with an invoice matching policy.
Matching policy
Tip
For more information, see About Accounts payable invoice matching.
Set up price variance tolerances for the product.
Price tolerances
Tip
For more information, see About Accounts payable invoice matching.
External item
description
Supplementary
purchase item

Maintain product information that is associated with a specific vendor.

Maintain a list of products that are added automatically to purchase order
lines when the product is purchased.

Sell actions
Action button
Sales price
Line discount
Multiline discount
Total discount
View trade
agreements
Create trade
agreements
ATP information
Open sales order
lines
Period statistics
External item
description
Supplementary sales
items
Commission
calculation

Description
View the sales prices that apply to the released product.
View a list of line discounts for sales orders.
View a list of multiline discounts for sales orders.
View a list of total discounts for sales orders.
View the trade agreements that apply to the released product.
Create a new trade agreement that applies to the released product.
View information about the available to promise (ATP) for the released
product.
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.
View the turnover ratio of the released product.
Maintain product information that is associated with a specific vendor.
Maintain a list of products that are added to the sales order lines as
mandatory supplementary items when the product is sold.
Maintain information about how commissions are calculated for the
product.

Manage inventory actions

Action button
On-hand inventory
Transactions
Lots
Batches
Default order
settings
Site specific order
settings

Description
View details about the on-hand availability of inventory items.
View inventory transactions that are associated with the product.
View lots that include the product.
View or maintain inventory batches for the product.
View and maintain default order settings for the product, such as the default
order type, and the default sales, purchase, and inventory sites.
Define default order settings for the product for a specific site.

Associate the product with a specific warehouse, and set up item counting
groups, product dimensions, and locations in the warehouse for the product.
Select a bar code setup and a bar code for the product, based on product
Bar codes
dimensions.
Set up global trade identification number (GTIN) codes for the product,
GTIN codes
based on the products 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.
Warehouse items

Engineer actions
Action button
Production orders
Route
Lines
Designer
Where-used
Configuration
route
Configuration tree

Maintain
configurations

Description
Create, view, or change a production order for the product.
View the route version and the routes that are associated with the product.
Maintain information about bill of materials (BOM) lines for the product.
Open the BOM designer, and view BOM versions for the item.
View the BOMs in which the selected item is used.
Create or update a configuration route for the BOM.
View an overview of the BOMs configuration hierarchy.
Maintain configurations for product masters. You can use this button to
substitute 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
Check the maximum quantity of the product that can be reported as finished
finished
before the on-hand inventory for the BOM becomes negative.

Plan actions
Action button
Supply schedule
Demand forecast
Supply forecast

Description
View supply and demand for the product over a period.
Forecast the demand for the product.
Forecast the supply for the product.
View the balances of supply and demand forecasts for product variants.

Inventory forecast
Note
This button is available only if the selected product has on-hand inventory.
View and define coverage settings for product variants.
Item coverage
Note
This button is available only if the selected product has on-hand inventory.
Default order
settings
Site specific order
settings
Net requirements
Gross requirement

View and maintain default order settings for the product, such as the default
order type, and the default sales, purchase, and inventory sites.
Define default order settings for the product for a specific site.
View the net requirements for the product.
View the gross requirements for the product.

Manage projects actions

Action button
Project
statements
Cost control
Invoice control
Cash flow
Committed cost

Description
View statements for a defined combination of project types and item
transactions.
Calculate and analyze the costs of a project or a set of projects.
Calculate and display transactions that are posted to projects.
Calculate the forecasted and actual cash flow on projects.
View the costs for products that your company has committed to purchase.

Manage costs actions

Action
button
Item price
Posting

Description
View and maintain prices that are associated with costing versions for a product or
a set of product variants.
Set up ledger posting for the product.

General actions
Action
button
Create case
All cases
External
codes
Send...
Document
filter
Presentations

Description
Create cases to track issues that are raised by workers and customers. For more
information, see Create a case.
View all cases that are associated with the product.
Define codes that are used when product information is exchanged externally by
using Application Integration Framework (AIF).
Send product information electronically by using the Released Product service.
Maintain document filters for incoming messages.
Configure the way that product groups and items are presented in Customer SelfService (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
Item number

Product

Description
A unique code that is assigned when items are created.
The identifier of the product.

Note
The type of number sequence that is selected for Product number in
the Product information management parameters form determines
whether 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

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

Product name
Search name
Description

The name of the product.

The name that is used for searches.
An additional description of the product.
The configuration technology for the product master. A configuration
Configuration technology technology is associated with product masters and used to configure
product variants.
Select this check box if product variants that are identical to existing
product variants can be created for a product master.
Allow identical
configurations

Tip
This check box is available only if the configuration technology for
the product master is set to Dimension-based configuration.
Select this check box to generate new product variants when a
product dimension is created for a product master.

Generate variants
automatically

Tip
This check box is available only if the configuration technology for
the product master is set to Dimension-based configuration or
Predefined variant.

The identifier of the items product model group. For more

information, see Product model group (form).
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 default
Configuration, Color, and
dimension combination. On the Action Pane, on the Product tab, click
Size
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,
The dimension groups that are associated with the product master.
and Tracking dimension
group
The item model group that is associated with the product. The item
Item model group
model group controls how products are handled on item receipts and
issues.
Product model group

Purchase FastTab and Sell FastTab

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 appear
on 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 fields
that are found only on the Purchase FastTab.
Field
Unit
Overdelivery

Underdelivery
Intercompany stopped
Item sales tax group

Date of price

Price

Price unit

Description
The unit that is used for the sale or
purchase of the product.
The percentage by which the quantity of
the product receipt can exceed the order
quantity.
The percentage by which the quantity of
the product receipt can be less than the
order quantity.
Select this check box to stop
intercompany transactions.
The item sales tax group that is
associated with the product.
The date on which the price was last
changed. The price can be changed
manually or, for example, when a
purchase order or a sales order is
updated.
The price of the number of units in the
Price unit field.
The number of units to which the price
applies.

Tip
For example, if you enter 1 or leave the
field 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.
The quantity that is used when the
specified miscellaneous charges are
allocated to the price per unit.
Price quantity
Note
This quantity is used only if you select
the Incl. in unit price check box.
Charges group
Price charges

Incl. in unit price

Line discount group

Multiline discount

Total discount

The charges group that is used for sales

orders or purchase orders.
A fixed amount that is added to the sales
price or the purchase price.
A selected check box indicates that the
charges are divided by the quantity in
the Price quantity field. The result is
then added to the amount in the Price
charges field.
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.
Specify the multiline discount that the
product is associated with. The multiline
discount group is used to calculate
discounts when you create sales orders
or purchase orders.
Select this check box to include the
product when the total discount on the
sales order or the purchase order is

calculated.

Tip
For example, an order total that exceeds
10,000 USD can prompt a total discount
of 1,000 USD.
Optional: Specify a supplementary item
group for the product.

Supplementary item group

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
Buyer group
Item price
tolerance
group
Vendor
Latest
purchase
price

Description
Select a buyer group to associate employees and products with purchases.
Select the item price tolerance group that is used for invoice matching. For more
information, see Set up Accounts payable invoice matching.
The primary vendor for planned purchase orders.
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. This
update 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
The commission group that is associated with the product. A commission
Commission group group is used to calculate the commissions that are given to the salespeople
who are responsible for the sales.

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

Sales price model

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.

Select whether the purchase price or the cost price is used as the basis for
the calculation of the sales price.
Base price
If you selected None in the Sales price model field, the value of the Base
price field is irrelevant.
If you selected Contribution ratio in the Sales price model field, enter the
Contribution ratio
margin ratio that is used to calculate the sales price.
If you selected Charges percentage in the Sales price model field, enter the
Charges percentage percentage of charges that is added to either the purchase price or the cost
price.
Select a schedule to specify when an alternative item number is used for the
When to use
current product.
Alternative item
If you selected Nothing in inventory or Always in the When to use field,
number
select the alternative item number that is used.
If you selected Nothing in inventory or Always in the When to use field,
Configuration,
enter an alternative configuration, color, or size that is associated with the
Color, and Size
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
Commodity

NGP

Description
The product's code for Intrastat reporting about trade between countries in the
European Union. For more information, see Intrastat (form).
Select the Nomenclature Gnrale 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

when several products are sold together and use the same Intrastat code.
Charges
percentage
Country/region
State/province

County

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

The products country or region of origin.
The products state or province of origin.
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

Net weight

Tare weight
Gross depth
Gross width
Gross height
Volume
Batch number
group
Serial number
group
Item tagging
level
Pallet tagging
Overdelivery

Description
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 products indirect cost is calculated.
The tare weight of the product for one inventory unit.
The depth of one inventory unit that includes packaging.
The width of one inventory unit that includes packaging.
The height of one inventory unit that includes packaging.
The volume of one unit of the product, in inventory units. This information is
used as shipping information when the product's volume is indicated, such as
on packing slips. Volume can also be used when a products indirect cost is
calculated.
Select the group that is used for automatic allocation of batch numbers.
Select the group that is used for automatic allocation of serial numbers.
If tagging is mandatory, select the appropriate level.
Select this check box to make pallet tagging mandatory.
The percentage by which the quantity of the product receipt can exceed the
order quantity.

The percentage by which the quantity of the product receipt can be less than the
order quantity.
Counting group Select a counting group.
Unit
The unit of measure in which the product is stored in inventory.
The time that is required to receive the standard order quantity of the product.
Underdelivery

Arrival handling
time

Sort code
Pallet type

Tip
This information is used during item arrival. For more information, see
Arrival overview (form).
The 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.
The standard pallet type for the item.
The standard order quantity on a pallet.

Pallet quantity
Note
This field is used for incoming transactions only.
The quantity that is used to generate an output pallet transport, if the quantity is
available.

Min. output
pallet quantity

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 is
generated as part of a shipment reservation.
This field is used for outgoing transactions only.

Quantity per
layer

The quantity per layer on a standard pallet.

Select the packaging group that is associated with the product. Packaging
groups 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
The time that is required to pick one package.
handling time
Packing group

Engineer FastTab
Use the Engineer FastTab to maintain engineering-related information, such as information about
BOMs, measurements, production, and Product Builder.

Field

Description
Select the consumption unit of the product. The consumption unit is used on the
BOM unit
BOM line when you add the product to the BOM.
A constant scrap value. Scrap is calculated in the unit that is specified on the
Constant scrap BOM line, such as cm or liters. Scrap is used to calculate adjusted raw material
consumption on BOM lines.
The variable scrap as a percentage. By default, this value is used when you add
Variable scrap
the product to BOMs.
The lowest BOM level at which the product was processed during the last
Level
master scheduling. This value is displayed for products that appear in BOMs.
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.

Phantom

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

Auto-report as
finished
Height
Width
Depth
Density

Select this check box to enable the system to report transactions for the product
as finished.
The measurement conversion factor for the height dimension.
The measurement conversion factor for the width dimension.
The measurement conversion factor for the depth dimension.
The measurement conversion factor for the density dimension.
The calculation group of the product. A calculation group controls the BOM
calculation 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.
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.
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 in
the ledger.
The property information for the production process. For more information, see
Properties (form).
Select this check box if item gains that are BOM lines that have negative sales
quantities must be manually returned to production.

Calculation
group
Production
pool
Production
group
Property

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

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

Flushing
principle

Modeling
enabled
Hide dialog
box
Hide approval
dialog
Autostart
configuration
Mandatory
configuration

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.

Select this check box to enable Product Builder to model the product.
Select this check box to hide the dialog box that is used for automatic
configuration based on default values.
Select this check box to hide the approval dialog box after the configuration
details are acknowledged.
Select this check box to open the configuration dialog box when a product for
which modeling is enabled is entered.
Select this check box to enable verification of item lines to make sure that
configuration details are completed.

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

Description
Select a coverage group for the product. The coverage group controls how net
requirements are calculated for the product.

Coverage
Coverage groups are used to group products that have similar characteristics, so that
group
the 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
Project

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

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 price
information, and information about ABC classification.
Field

Description
Select an item group for the product.

Item group 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.
Select a cost group for the product.
Cost group

Use cost
price by
variant

Latest cost
price

A cost group can be used to trace the cost contribution of an inventory item in the
calculated cost of a manufactured product.
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 more
information, see Cost groups (form).
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 a
BOM, 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
Unit
Price

The date when the price of the product was last changed. The price can be changed
manually, or when a sales order or a purchase order is updated.
The inventory unit that forms the basis of the cost price.
The price of the number of units in the Price unit field.
The number of units to which the price applies.

Price unit

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

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.
A selected check box indicates that the price charges are divided by the quantity in
Incl. in unit
the Price quantity field. The result is then added to the amount in the Price charges
price
field.
The products 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 up
20 percent of the total inventory, represent 70 percent of the total value of
inventory. The A, B, and C percentages must total 100 percent.

Value

Margin
Revenue

Carrying
cost

The products ABC code for the contribution margin.

The products ABC code for sales.
The products 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, which
make 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
The default financial dimensions for the main account. When you select a
Default financial financial dimension value, the Where the %1 dimension is used field group
dimensions
displays where the dimension is used in account structures and advanced rule
structures.
Where the %1
The account structures and advanced rule structures that use the financial
dimension is
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.

Sales price
model
Qty.

Description

Formula

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.

cost per quantity or unit.

Contribution
ratio

The number that you enter in

the Pricing field is the
contribution 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 use
the following calculation:
(100 * 50) / (100 - 10) = Sales price EUR 55.55

Charges
percentage

The sales price per transaction

is the cost price per transaction
multiplied 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

Charges
amount

The sales price per transaction

is the cost price per transaction
plus the charges amount. You
enter the charges amount in
the Pricing field.

Cost price + pricing amount

Example
The fixed-price administration charge on a particular
expense category is EUR 10. The cost price is EUR 90. You
use the following calculation:
EUR 90 + EUR 10 = Sales price EUR 100.00

See also

Hide allShow all

Stores (form)

Microsoft Confidential
[For the most up-to-date information, visit TechNet]
Click Retail > Common > Retail channels > Retail stores. On the Retail stores list page, on the
Store 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
Specify parameters that apply to the whole store, such as store hours and
General
regional settings.
Statement/Closing Specify settings for statements and closing operations.
Specify miscellaneous settings for the store. For example, you can specify
Miscellaneous
whether labels can be printed, and whether training mode can be used.
Financial
Specify financial dimensions for the store.
dimensions
Store inventory
Select a master inventory plan for the store.

Buttons (Action Pane)

Button
Retail store

Description

View assortment products

View assortments
Price groups
Price list
Refresh (F5)
Export to Microsoft Excel
(CTRL+T)
Attachments
Staff
Work shift list
Payment method to store
Cash declaration
Copy income/expense
account
Work shift setup
Sections
Copy all
Payment methods
Cash declaration
Income/expense account
Sections
Distribution locations

Create a new retail store.

View all the products in all the assortments that are assigned to the
store.
View the assortments that are assigned to the store.
View, add, or remove the price groups that are assigned to the
store.
View the prices, price adjustments, and discounts of all the
products that are assigned to the store.
Update the information about the store.
Export information about the store to Microsoft Excel.
View any attachments about the store.
View the workers that are assigned to the store.
View a list of work shifts at the store.
Copy payment methods from one store to another store.
Copy cash declarations from one store to another store.
Copy income accounts and expense accounts from one store to
another store.
Copy work shifts from one store to another store.
Copy sections from one store to another store.
Copy all the settings from one store to another store.
Set up or manage the store's payment methods.
Set up or manage the store's cash declarations.
Set up or manage the store's income accounts and expense
accounts.
Set up or manage the store's sections.
View the store's distribution locations.

Fields
Field
Name
Store number
Company
Warehouse
Shipping warehouse
Screen layout ID
Functionality profile

Description
Type the name of the store. This field is required.
The ID number of the store.
The company that the store belongs to.
The warehouse in Microsoft Dynamics AX that corresponds to the store.
The warehouse from which customer orders are shipped.
The ID number of the point of sale (POS) screen layout that is assigned
to the store.
The functionality profile that is assigned to the store.

Offline profile
Inventory lookup
Language
Currency
Tax identification
number (TIN)
Sales tax group

The offline profile that is assigned to the store.

Select this check box to allow POS registers to look up inventory.
The language that is used at the store.
The currency that is used at the store.
The tax identification number for the store.

The sales tax group that is used at the store.

Select this check box to indicate that the store's prices include sales tax,
Prices include sales tax
or value added-tax (VAT).
Use destination-based Select this check box to indicate that the store uses destination-based
tax
taxes.
Use customer-based
Select this check box to indicate that the store uses customer-based
taxes
taxes.
Sales tax override
The sales tax override group that is used at the store.
group
The customer address book that is used at the store. Customers assigned
Customer address book
to this address book are downloaded to the Retail POS in the store.
The employee address book that is used at the store. Employees
Employee address book
assigned to this address book can log on to Retail POS in the store
The default customer for the store. This customer is used if a specific
Default customer
customer is not added to a transaction.
The statement method that is used at the store. The value can be Staff,
Statement method
POS terminal, or Total.
Select this check box to indicate that the store posts one statement per
One statement per day
day.
Tender declaration
The method that is used to calculate tender declarations. The value can
calculation
be either Last or Sum.
The general ledger account to which any rounding differences are
Rounding account
posted.
Name
The name of the general ledger account used for rounding differences.
Maximum rounding
The maximum rounding amount that is allowed to be posted.
amount
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.
The closing method that is used at the store. The value can be either
Closing method
Date and time or Shift.
Transaction end time The time that the last transaction of a shift must be completed by.
Select this check box to indicate that employees can use shifts on
Staff/register
multiple registers.
Remove/add payment The payment method that is used to add or remove money from the cash

method
From
To
Prints shelf labels
Prints product labels
Create labels for zero
price
PO product filter
Hide training mode
CostCenter
Department
ExpensePurpose
Where the %1
dimension is used
Master plan

drawer.
The time that the store opens.
The time that the store closes.
Select this check box to enable the store to print shelf labels.
Select this check box to enable the store to print product labels.
Select this check box to enable the store to print labels that have a price
of 0 (zero).
Select this check box to indicate that only products on purchase orders
can be used for replenishment.
Select this check box to hide training mode on the stores registers.
The stores cost center for accounting purposes.
The stores department in the organization.
The expense purpose.
The location of the financial dimension.
The master plan that includes the store.

Send comments about this topic to Microsoft Dynamics AX Content Publishing Team.
Build date: 2012-10-25 [23:12]

Hide allShow all

Retail parameters (form)

Microsoft Confidential
[For the most up-to-date information, visit TechNet]
Click Retail > Setup > Parameters > Retail Parameters.
Use this form to set up parameters for Retail.

Task that uses this form

Configure parameters

Navigating the form

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

Description
Specify store-wide parameters, such as the default item type and the European
General
Article Number (EAN) license number.
Specify parameters that are used to post discounts, inventory updates,
Posting
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.
Specify parameters that are used to replenish inventory through cross-docking
Replenishment
and inventory allocation.
Number
Specify parameters for number sequences.
sequences
Buttons
Button

Description
After installation, create jobs and subjobs, distribution locations, and other records that
Initialize
are required to replicate data to stores. For more information, see this TechNet article.

Fields
Field
EAN license
number
Default inventory
journal
Post periodic
discount

Description
The license number that is used to create bar codes that are based on the
EAN standard.
Select the type of inventory journal that is used by default when an
inventory journal is created in the point of sale (POS) system.
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.
Select that type of ledger account that Retail uses to post periodic discounts.

Ledger account
type

Discount
Quantity discount
Mix and match
number
Post infocode
discount

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 each
type of offer: discount, mix and match discount, and quantity
discount.

Select the general ledger account that is used to post discounts.

Select the general ledger account that is used to post quantity discounts.
Select the general ledger account that is used to post mix and match
discounts.
This feature is not implemented in this release and might be removed from
future releases.
Select the product that represents the gift cards that you sell. For more
Gift card product
information, see Set up gift cards.
Select how receipts are delivered in Microsoft Dynamics AX for Retail
Receipt option
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 Select this check box to post all journals that are related to replenishment or
invoicing purchase cross-docking when a purchase order or a packing slip is posted.
Select this check box to automatically settle open invoices when a payment
Automatic
or credit note is updated. If the check box is cleared, you must settle
settlement
accounts 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
Select this check box to aggregate voucher transactions.
transactions

Purchase order
Inventory
Sales order
Always create trade
agreement for
variants
Default order type
Default deposit
percentage
Pickup mode of
delivery
Disposition code
Days quotation
expires
Cancellation charge
percentage
Shipping charge
code
Cancellation charge
code

Select the default warehouse that is used when purchase orders are created.
Select the default warehouse that is used for inventory journals or orders
when retail products are created.
Select the default warehouse that is used for sales orders when retail
products are created.
Select this check box to create trade agreements by default when product
variants are created.
Select the type of order that is created by default.
Type the default minimum deposit as a percentage of the order's total.
Select the default delivery method.
The disposition code for returned items.
Type the default number of days until the quotation expires.
Type the default cancellation charge as a percentage of the order's total.
Select the default shipping charge.
Select the default cancellation charge.
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.

Terms of payment
Note

This control is available only if Microsoft Dynamics AX 2012 R2 is

installed.
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.
Method of payment
Note

This control is available only if Microsoft Dynamics AX 2012 R2 is

installed.
Cross docking

Select when assortments are respected during cross-docking:

Never
Always
Manual

Select when assortments are respected during inventory allocation:

Buyer's push

Coverage days
Reference
Number sequence
code

Never
Always
Manual

Type the number of coverage days.

The name of the number sequence.
The ID number of the number sequence.

Reuse numbers

Select this check box to reuse numbers in the sequence that are no longer
used.

Use same number

as

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

Send comments about this topic to Microsoft Dynamics AX Content Publishing Team.
Build date: 2012-10-25 [23:13]

Hide allShow all

Retail parameters (form)

Microsoft Confidential
[For the most up-to-date information, visit TechNet]
Click Retail > Setup > Parameters > Retail Parameters.
Use this form to set up parameters for Retail.

Task that uses this form

Configure parameters

Navigating the form

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

Description
Specify store-wide parameters, such as the default item type and the European
General
Article Number (EAN) license number.
Specify parameters that are used to post discounts, inventory updates,
Posting
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.
Specify parameters that are used to replenish inventory through cross-docking
Replenishment
and inventory allocation.
Number
Specify parameters for number sequences.
sequences
Buttons
Button

Description
After installation, create jobs and subjobs, distribution locations, and other records that
Initialize
are required to replicate data to stores. For more information, see this TechNet article.
Fields
Field
EAN license
number
Default inventory
journal
Post periodic
discount

Description
The license number that is used to create bar codes that are based on the
EAN standard.
Select the type of inventory journal that is used by default when an
inventory journal is created in the point of sale (POS) system.
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.
Select that type of ledger account that Retail uses to post periodic discounts.

Ledger account
type

Discount
Quantity discount

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 each
type of offer: discount, mix and match discount, and quantity
discount.

Select the general ledger account that is used to post discounts.

Select the general ledger account that is used to post quantity discounts.

Mix and match

number
Post infocode
discount

Select the general ledger account that is used to post mix and match
discounts.
This feature is not implemented in this release and might be removed from
future releases.
Select the product that represents the gift cards that you sell. For more
Gift card product
information, see Set up gift cards.
Select how receipts are delivered in Microsoft Dynamics AX for Retail
Receipt option
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 Select this check box to post all journals that are related to replenishment or
invoicing purchase cross-docking when a purchase order or a packing slip is posted.
Select this check box to automatically settle open invoices when a payment
Automatic
or credit note is updated. If the check box is cleared, you must settle
settlement
accounts 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
Select this check box to aggregate voucher transactions.
transactions
Purchase order
Select the default warehouse that is used when purchase orders are created.
Select the default warehouse that is used for inventory journals or orders
Inventory
when retail products are created.
Select the default warehouse that is used for sales orders when retail
Sales order
products are created.
Always create trade
Select this check box to create trade agreements by default when product
agreement for
variants are created.
variants
Default order type Select the type of order that is created by default.
Default deposit
Type the default minimum deposit as a percentage of the order's total.
percentage
Pickup mode of
Select the default delivery method.
delivery
Disposition code
The disposition code for returned items.
Days quotation
Type the default number of days until the quotation expires.
expires
Cancellation charge
Type the default cancellation charge as a percentage of the order's total.
percentage
Shipping charge
Select the default shipping charge.
code

Cancellation charge
Select the default cancellation charge.
code
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.
Terms of payment
Note

This control is available only if Microsoft Dynamics AX 2012 R2 is

installed.
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.
Method of payment
Note

This control is available only if Microsoft Dynamics AX 2012 R2 is

installed.
Select when assortments are respected during cross-docking:
Cross docking

Never
Always
Manual

Select when assortments are respected during inventory allocation:

Buyer's push

Coverage days
Reference
Number sequence
code

Never
Always
Manual

Type the number of coverage days.

The name of the number sequence.
The ID number of the number sequence.

Reuse numbers

Select this check box to reuse numbers in the sequence that are no longer
used.

Use same number

as

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

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

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