Category Archives: Dynamics AX 2012 R2 Retail POS

Drawer and shift POS operations explained in Dynamics AX 2012 R2

Typically, at the beginning of the day, a cashier enters a starting amount, performs sales transactions during the day, and at the end of the day, enters an ending amount. The cashier performs a tender declaration, closes the shift, and runs a Z report to see whether there is an overage or shortage. These transactions are stored in the POS database and copied to HQ with the Distribution schedule “P-0001 POS Transactions”. This job ends up in Retail store transactions in Dynamics AX 2012. When these store transactions are transferred, calculated into statements transactions transactions are created for:

  • Sales transactions
  • Payment transactions
  • Income and Expense transactions
  • Reason code transactions
  • Tender declaration transactions
  • Banked ledger transactions
  • Safe tender transactions
  • Loyalty point transactions
  • Order and invoice transactions

This could be the outcome of todays activities (example):

The created statement journal (example):

The ledger transactions (example):


After posting the statements all transactions are processed into several procedures in Dynamics AX 2012. This blog explains some scenario’s mentioned above about the daily drawer and shift operations in the Dynamics AX 2012 R2 POS in relation to the statement postings in the Retail Headquarter (HQ) environment. The examples are used from the Dynamics AX R2 VM (drop 1). The procedures are explained with the usage of the following activities:

  • Create shift
  • Declare starting amount
  • Float entry
  • Tender removal
  • Income / expense accounts
  • Safe drop
  • Bank drop
  • Tender declaration
  • Suspend and resume shift
  • Blind close
  • Close shift
  • Print x/z: shift reports

Create new shift

When starting a new day it is advised to create a new swift, what means that the previous shift is closed. A shift records all drawer procedures during the day and holds the daily totals. A shift is the record of one register’s activity from the close of the previous shift to the close of the current shift. A shift typically includes the opening amount, the sales transactions, and the closing amount.

Often, each cashier works at only one register. In this case, the cashier opens a shift at the start of the day or work shift and closing the shift at the end. However, cashiers can also log on to and log off from multiple registers during the day. In this case, consider the following points about shifts:

  • If a cashier logs on to two registers, the cashier logs on to two shifts.
  • Multiple cashiers who share the same register share the same shift.
  • When one cashier logs off, and another cashier logs on, a new shift is not created. You can close one shift and open a new shift only by performing a close shift operation.
  • When a cashier moves, together with his or her till, to work at more than one register the till is “Floating”. The cashier suspends the current shift on the first register, and then resumes the shift on the second register.

Step 1: create a new swift.

Step 2: retrieve the POS transactions, a store transaction is created for the type “Logon”.

Step 3: create and post the statement. No further transactions are created in Dynamic AX 2012.

Declare starting amount

Declare the amount that is in the cash drawer when the day or shift starts.

Step 1: select the drawer option “Declare starting amount”.

Step 2: declare the starting amount in POS currency and press ok.

Step 3: retrieve the POS transactions, a store transaction is created for the type “Starting amount”. The starting Amount Receipt is printed.

Step 4: open the linked payment transactions and you will notice that two transaction lines are created. One positive amount with the payment method 1 (Cash, operation name “Pay cash”) and one negative amount with payment method 9 (Tender Remove / Float, operation name “”).

Step 5: create and post the statement.

Step 6: review the posted statement. You will mention that the amount added to the drawer is posted.

Step 7: review the ledger transactions. You will notice that no ledger transactions are created.

Float entry

Register a float entry to the cash drawer, such as an addition or a change.

Step 1: select the drawer option “Float entry”.

Step 2: declare the amount in POS currency and press ok. The Float Entry Receipt is printed.



Step 3: retrieve the POS transactions, a store transaction is created for the type “Float entry”.

Step 4: open the linked payment transactions and you will notice that two transaction lines are created. One positive amount with the payment method 1 (Cash, operation name “Pay cash”) and one negative amount with payment method 9 (Tender Remove / Float, operation name “”).

Step 5: create and post the statement.

Step 6: review the posted statement. You will mention that the amount added to the drawer is posted.

Step 7: review the ledger transactions. You will notice that no ledger transactions are created.
This should be part of future improvements.

Tender removal

Record the removal of money from the cash drawer.

Step 1: select the drawer option “Tender removal”.

Step 2: declare the amount in POS currency and press ok. The Removal Receipt is printed.

Step 3: retrieve the POS transactions, a store transaction is created for the type “Tender removal”.

Step 4: open the linked payment transactions and you will notice that two transaction lines are created. One positive amount with the payment method 1 (Cash, operation name “Pay cash”) and one negative amount with payment method 9 (Tender Remove / Float, operation name “”).

Step 5: create and post the statement.

Step 6: review the posted statement. You will mention that the amount added to the drawer is posted.

Step 7: review the ledger transactions. You will notice that no ledger transactions are created.
This should be part of future improvements.

Expense accounts

Record money that is removed from the cash drawer for occasional expenses.

Step 1: select the drawer option “Expense accounts”.

Step 2: declare the starting amount in POS currency and press ok. The Expense Account is printed.

Step 3: the expense amount is created and needs to be taken from cash.

Step 4: retrieve the POS transactions, a store transaction is created for the type “Income expense”.

Step 5: open the linked payment transactions and you will notice that one transaction line is created with a negative amount with payment method 1 (Cash, operation name “Pay cash”).



Step 6: open the linked income / expense transactions and you will notice that one transaction line is created with a positive amount with expensive type “Expense” and related account sequel number.

Step 7: create and post the statement.

Step 8: review the posted statement. You will mention that the amount retrieved from the drawer is posted.

Step 9: review the ledger transactions. You will notice that ledger transactions are created according the setup of the Store payment method.

Income accounts

Record money that is put into the cash drawer for a reason other than a sale, for example expense changes.

Step 1: select the drawer option “Income accounts”.

Step 2: declare the starting amount in POS currency and press ok.

Step 3: the income amount is created and needs to be taken into cash. The Income Account is printed.

Step 4: retrieve the POS transactions, a store transaction is created for the type “Income expense”.

Step 5: open the linked payment transactions and you will notice that one transaction line is created with a positive amount with payment method 1 (Cash, operation name “Pay cash”).



Step 6: open the linked income / expense transactions and you will notice that one transaction line is created with a positive amount with expensive type “Income” and related account sequel number.

Step 7: create and post the statement.

Step 8: review the posted statement. You will mention that the amount added to the drawer is posted.

Step 9: review the ledger transactions. You will notice that ledger transactions are created according the setup of the Store payment method.

Safe drop

Perform a safe drop to move money from the register to a (temporary) safe.

Step 1: select the drawer option “Safe drop” and answer the question “Are you sure you want to perform a safe drop?” to “Yes”.

Step 2: declare the amount in POS currency and press ok.

Step 3: answer the question “Are you sure that you want to write these amounts to the database?” with “Yes”.

Step 4: the transaction is created and needs to be taken from cash to the safe. The Safe Drop Receipt is printed.

Step 5: retrieve the POS transactions, a store transaction is created for the type “Safe drop”.

Step 6: open the linked safe tender transactions and you will notice that one transaction line is created with a positive amount with payment method 13 (Safe drop, operation name “Safe drop”).



Step 7: create and post the statement.

Step 8: review the posted statement. You will mention that the amount added to the safe box is posted.

Step 9: review the ledger transactions. You will notice that ledger transactions are created according the setup of the Store payment method.

Bank drop

Record the amount of money that is sent to the bank and other information, such as the number of the bank bag. Make a cash drop, which is also called a bank drop, to reduce the amount of money that is in the cash drawer.

Step 1: select the drawer option “Bank drop” and answer the question “Are you sure you want to perform a bank drop?” to “Yes”.

Step 2: declare the amount in POS currency and press ok.

Step 3: answer the question “Are you sure that you want to write these amounts to the database?” with “Yes” and enter a bank bag number.

Step 4: the transaction is created and needs to be taken from cash to the bank. The Bank Drop Receipt is printed.

Step 5: retrieve the POS transactions, a store transaction is created for the type “Bank drop”.

Step 6: open the linked banked tender transactions and you will notice that one transaction line is created with a positive amount with payment method 12 (Bank drop, operation name “Bank drop”).



Step 7: create and post the statement.

Step 8: review the posted statement. You will mention that the amount added to the safe box is posted.

Step 9: review the ledger transactions. You will notice that no ledger transactions are created.
This should be part of future improvements.

Suspend shift and resume shift

Step 1: Suspend the current shift, and log off the current cashier. The Shift Suspended document is printed.

When you logon again, the shift will continue.

Step 2: select the resumed shift.

Step 3: retrieve the POS transactions, a store transaction is created for the type “Suspend shift”. The logon is created as store transaction of type “Logon”.

Step 4: create and post the statement.

Step 5: review the posted statement. You will mention that no further transactions are created.

Blind close

Set the current shift to blind close, and log off the cashier. Reason could be that you don’t want to count your draw at the terminal.

Step 1: select the drawer option “Blind close” and answer the question “Do you want to blind close the shift?” to “Yes”. The Shift Blind Close document is printed.

Step 2: the operation is marked as “Completed” and the cashier is logged of.

Step 3: retrieve the POS transactions, a store transaction is created for the type “Blind close shift”. The logon is created as store transaction of type “Logon”.

Step 4: create and post the statement.

Step 5: review the posted statement. You will mention that no further transactions are created.

Step 6: logon again and select the procedure to “Perform a non-drawer operation”.

Step 7: select the option “View closed blind shifts”.

Step 8: select one of the next procedures to continue.

Step 9: optional: print the X-Report (overview of cumulative Shift transactions).

Tender declaration

This is a typically end of day scenario to release the cash drawer and put the amounts at a save place.

Step 1: select the drawer option “Tender declaration”.

Step 2: enter the amount from the POS in the tender declaration and press ok.



Step 3: answer the question “Are you sure that you want to write these amounts to the database?” with “Yes”. The Tender Declaration Receipt is printed.



Step 4: retrieve the POS transactions, a store transaction is created for the type “Tender declaration”.

Step 5: open the linked tender declaration transactions and you will notice that new transaction lines are created for each selected payment method.

Step 6: create and post the statement.

Step 7: review the posted statement.

Close shift

A cashier typically closes the register at the end of the day or work shift. This operation closes the current shift and opens a new shift. If both the store manager and the cashier count the drawer, they perform separate counts in step 2, and then type separate notes in the Tender Declaration form. If the store manager counts the cash drawer instead of the cashier, the manager first logs on to the register, and then completes the following steps.

Step 1: select Tender Declaration.

Step 2: count the contents of the cash drawer and enter the amounts in the Tender Declaration form. Answer the question “Do you want to close the shift?” with “Yes”, the retail POS closes the shift and prints a Z report. The operation is marked as “Completed”.



Step 3: verify that the counted amount in the cash drawer matches the expected amount on the Z report.

Step 4: retrieve the POS transactions, a store transaction is created for the type “Close shift”.

Step 5: create and post the statement.

Step 6: review the posted statement. You will mention that no further transactions are created.

How to use inventory postings between HQ and Stores in Dynamics AX 2012 R2?

This blog explains some scenario’s about the inventory postings and procedures between the Retail Headquarter (HQ) environment and the Retail stores (POS > Point-of-Sale). The examples are used from the Dynamics AX R2 VM (drop 1). The procedures are explained with the usage of  the following documents:

  • Purchase order from HQ to Store (real-time)
  • Transfer order from HQ to Store (real-time)
  • Transfer order from Store to HQ (real-time)
  • Counting journal from HQ to Store (real-time)
  • Counting journal from Store to HQ (real-time)
  • POS Sale from Store to HQ (periodically)

Purchase order from HQ to Store

Purchase orders are created at the head office. If a retail warehouse is included in the purchase order header, the order can be received at the store by using Microsoft Dynamics AX for Retail POS. After the quantities that are received at the store are entered, they can be saved locally for additional modification. Alternatively, the quantities can be committed and sent to the head office. At the head office, the quantities that were received at the store are displayed in Microsoft Dynamics AX, in the Receive now field on the purchase order.

Step 1: create a purchase order for the New York store. The inventory transaction linked to this purchase order line receives the “Receipt status = Ordered”. Confirm the purchase order.

Step 2: from HQ point of view the on-hand inventory can be reviewed via the on-hand inventory in path: Inventory and warehouse management > Common > On-hand inventory.

From the POS point of view the current inventory can be reviewed via the “Inventory lookup” form.



Step 3: the transaction service places the new purchase order in the New York POS.

Step 4: select the purchase order and review the details. Receive the quantities via the option “Receive all” or the “Enter quantity” option and select the “Commit” button. The POS is returning the message “All lines were committed successfully”. The order is still available in the order list on the POS, with the status “Open”.

Step 5: after the commitment of the Receipt the “Receive now” purchase order line is updated with the quantities received. Review the purchase order via path: Accounts payable > Common > Purchase orders > All purchase orders.

Step 6: the inventory is not updated yet. Therefore the receipt must be posted on the purchase order. Best is to select the “Receive now quantity” on the product receipt. Post the receipt. The status of the inventory transactions is changed to “Receipt status = Received”.

Step 7: review the inventory on hand on the Head Quarter and in the POS. Both applications will state the updated inventory quantity.

Step 8: review the status of the purchase order in the POS. You will mention that the order is no longer available for Picking and Receiving since all items are received. The order is available during partly deliveries.

Transfer order from HQ / Store to Store

A transfer order may specify that a particular store is a location that items can be shipped to. In this case, the transfer order appears at the store as a receiving request in Retail POS or Enterprise Portal. After the quantities that are received at the store are entered, they can be saved locally for additional modification. Alternatively, the quantities can be committed and sent to the head office. At the head office, the quantities that were received at the store are displayed in Microsoft Dynamics AX, in the Receive now field on the transfer order.

Step 1: create a transfer order for the New York store (path: Inventory and warehouse management > Periodic > Transfer orders). The inventory transaction linked to this transfer order line receives the “Receipt status = Ordered” for the Store location New York. The transfer order lines receives the “Issue status = On order” for the HQ.

Step 2: from HQ point of view the on-hand inventory can be reviewed via the on-hand inventory in path: Inventory and warehouse management > Common > On-hand inventory. From the POS point of view the current inventory can be reviewed via the “Inventory lookup” form.

Step 3: ship the transfer order to the store. Use the posting option “Post > Ship transfer order”. Review the inventory transactions and notice that two new lines are added during transfer.

Step 4: the transaction service places the new Transfer in – order in the New York POS.

Step 5: select the Transfer order and review the details. Receive the quantities via the option ”Receive all” or the “Enter quantity” option and select the “Commit” button. The POS is returning the message “All lines were committed successfully”. The order is still available in the order list on the POS, with the status “Open”.

Step 6: after the commitment of the Receipt the “Receive now” transfer order line is updated with the quantities received. Review the transfer order via path: Inventory and warehouse management > Periodic > Transfer orders.



Step 7: the inventory is not updated yet. Therefore the receipt must be posted on the transfer order. Best is to select the “Receive now quantity” on the product receipt. Post the receipt. The status of the inventory transactions is changed to “Receipt status = Purchased” and “Issue status “Sold”. The status of the transfer order is set to “Received”.

Step 8: review the inventory on hand on the Head Quarter and in the POS. Both applications will state the updated inventory quantity.

Step 9: review the status of the transfer order in the POS. You will mention that the order is no longer available for Picking and Receiving since all items are received. The order is available during partly deliveries.

Transfer order from Store to HQ / Store

A transfer order may specify that a particular store is a location that items can be shipped from. In this case, the transfer order appears at the store as a picking request in Retail POS or Enterprise Portal for Microsoft Dynamics AX. After the quantities that are requested are picked, they are committed and sent to the head office. At the head office, the quantities that were picked at the store are displayed in Microsoft Dynamics AX, in the Ship now field on the transfer order.

Step 1: create a transfer order from the New York store to HQ (path: Inventory and warehouse management > Periodic > Transfer orders). The inventory transaction linked to this transfer order line receives the “Receipt status = Ordered” for HQ. The transfer order lines receives the “Issue status = On order” for the Store New York.

Step 2: from HQ point of view the on-hand inventory can be reviewed via the on-hand inventory in path: Inventory and warehouse management > Common > On-hand inventory. From the POS point of view the current inventory can be reviewed via the “Inventory lookup” form.

Step 3: the transaction service places the new Transfer out – order in the New York POS.

Step 4: select the Transfer order and review the details. Receive the quantities via the option ”Pick all” or the “Enter quantity” option and select the “Commit” button. The POS is returning the message “All lines were committed successfully”. The order is still available in the order list on the POS, with the status “Open”.

Step 6: after the commitment of the Pick the “Ship now” transfer order line is updated with the quantities picked . Review the transfer order via path: Inventory and warehouse management > Periodic > Transfer orders.



Step 7: ship the transfer order to the HQ. Use the posting option “Post > Ship transfer order”. Review the inventory transactions and notice that two new lines are added during transfer.

Step 8: the inventory is not updated yet. Therefore the receipt must be posted on the transfer order. Best is to select the “Receive now quantity” on the product receipt. Post the receipt. The status of the inventory transactions is changed to “Receipt status = Purchased” and “Issue status “Sold”.

Step 9: review the inventory on hand on the Head Quarter and in the POS. Both applications will state the updated inventory quantity.

Step 10: review the status of the transfer order in the POS. You will mention that the order is no longer available for Picking and Receiving since all items are received. The order is available during partly deliveries.

Stock count (scheduled)

Scheduled stock counts are initiated at the head office, which specifies the items that must be counted. The head office creates a counting document that can be received at the store, where the quantities of actual on-hand stock are entered in Retail POS or Enterprise Portal. When a stock count is completed, it is committed and sent to the head office. At the head office, the count is validated and posted.

Step 1: create a counting order for the New York store (path: Inventory and warehouse management > Journals > Item counting > Counting).

Step 2: open the stock counting journals at the New York POS.

Step 3: count the items on the lines and fill in the results in the POS.

Step 4: after the commitment of the counting journal the counting journal line at the HQ is updated with the quantities counted. The status of the inventory transaction is set to “On order”.

Step 5: review the counting journal and after approval the journal can be posted. The status of the inventory transactions is changed to “Issue status = Sold”, because there is a loss of 2 pcs.

In this scenario there is a loss of 2 items. Therefore the financial voucher transaction is created.

Step 6: review the inventory on hand on the Head Quarter and in the POS. Both applications will state the updated inventory quantity.

Stock count (unscheduled)

Unscheduled stock counts are initiated at a store, and the quantities of actual on-hand stock are updated in either Retail POS or Enterprise Portal. Unlike scheduled stock counts, unscheduled stock counts do not have a predefined list of items.When a stock count of either type is completed, it is committed and sent to the head office. At the head office, the count is validated and posted. When a stock count is completed, it is committed and sent to the head office. At the head office, the count is validated and posted.

Step 1: create a counting order in the New York store. On HQ this new counting journal is created.

Step 2: open the stock counting journal at the New York POS.

Step 3: count the items on the lines and fill in the results in the POS.

Step 4: after the commitment of the counting journal the counting journal line at the HQ is updated with the items and quantities counted. The status of the inventory transaction is set to “On order”.

Step 5: review the counting journal and after approval the journal can be posted. The status of the inventory transactions is changed to “Receipt status = Purchased”, because there is a profit of 2 pcs.

In this scenario there is a loss of 2 items. Therefore the financial voucher transaction is created.

Step 6: review the inventory on hand on the Head Quarter and in the POS. Both applications will state the updated inventory quantity.

POS Sale from Store to HQ

The POS transactions are posted via the Retail scheduler in the POS transactions on the HQ. Based on these transactions the statements and the inventory is updated in Dynamics AX 2012 according this flow.

Step 1: create POS transactions and pay via cash.

Step 2: execute the daily work to close the shift and the POS.

Step 3: retrieve the POS transactions in the HQ. Therefore execute the “P-0001 POS Transaction” distribution job on HQ via the option “Run directly”(path: Retail > Periodic > Data Distribution > Distribution schedule).

Step 4: the result is that all POS transaction for the connected stores are synchronized to Dynamics AX 2012. This can be reviewed via the option “Retail store transactions” via path: retail > Inquiries > Retail store transactions.

After all transactions from the registers have been uploaded from a retail store, a statement can be created, calculated, and then posted. The statement calculates the total amount of all transactions that have been created since the last store statement was created, within the statement period that you define. The statement also calculates the payment methods that are counted.

The statement is calculated by using the settings for statements and posting in the Retail parameters form and the Stores form. After the statement is created, you can review the transactions. Then, if the transactions are ready to be posted, you can post the statement. When you post the statement, the system creates accounting entries, updates customer accounts and taxes, and generates sales orders and invoices. Inventory is also updated, so that your point of sale (POS) system always has current inventory information.

Step 5: create and calculate the statement, therefore create a new statement journal and calculate the statement (path: Retail > Journals > Open statements). Post the statement after where the message “The statement was successfully posted” appears.

Step 6: the statement posting process created a sales-order with the status “Invoiced”, what means that the inventory postings are executed. In the back new sales invoices and ledger transactions are created.

Step 7: review the inventory on hand on the Head Quarter and in the POS. Both applications will state the updated inventory quantity.

Step 8: the customer transaction created from the sales order is settled automatically via a customer payment journal. The offset account is Cash – deposit.

Batch processing POS Statements

To keep your on-hand inventory accurate, you should run this batch job frequently. For example, you can set the frequency to match the frequency with which you run the distribution schedule for job P-0001 for each store. To run the statement processes for your stores automatically, based on a schedule, configure the batch process for each stage of the statement process:

  • Configure the distribution schedule to retrieve schedule “P-0001 POS Transactions”.
  • Configure the calculate statement process to calculate the transaction sets for one store or all stores.
  • Configure the post statement process to post the calculated statements.
  • Configure the post inventory process to update the inventory for the stores when the statements are posted.
  • Configure the batch processing of the received transfer orders
  • Configure the batch processing of the shipped transfer orders
  • Configure the batch processing of the received purchase orders
  • Configure the batch processing of the sipped (return) purchase orders

How to use multiple stores in Dynamics AX 2012 R2 VM?

When trying the Point-of-Sale (POS) scenario’s from Microsoft I noticed that multiple stores are created in Dynamics AX 2012 R2 VM and some of these stores are connected to a stand-alone Dynamic AX 2012 POS. The relations are created with the stores:

  • Seattle, POS register 1 and 2
  • New York, POS register 1
  • Boston, POS register 1

When user “Emma Harris” logs in to the VM, she will find 4 shortcuts available on her desktop.

Using these shortcuts will end-up to the login to the specific POS register.

We are using the VM where we setup scenario’s to multiple POS registers in multiple stores. In real life the POS is installed on a dedicated desktop, or launched via Citrix or Remote Desktop. This means that each instance has its preconfigured settings available. In this VM Microsoft is using a trick for that. The POS is installed on the C-drive of server AX2012R2A and is started by using its configuration file. Therefore open path: c:\Program Files (x86)\Microsoft Dynamics AX\60\Retail POS. Select the file POS.exe (configuration file) and open this file with edit.

In this folder also a few configuration files are created for Boston-1, NewYork-1, Seattle-1 and Seattle-2. These files are copies from the master file and only the storeId, terminalId and DataareaId are different.

Furthermore you can notice that there are several windows batch files created.

These batch files are copying the content of the separate configuration files to the Pos.exe configuration file and start the POS register immediately.

So it is no surprise that the shortcuts on the desktop of “Emma Harris” are shortcuts to these windows batch files and each time she starts the POS terminal the configuration file is overwritten with the settings of the specific terminal. Be aware that if you are not login in with user “Emma Harris” the POS can be started from the start menu and this shortcut will use the latest selected configuration of the POS selected by one of its users.

Best way to solve this for other users is to copy the desktop shortcuts from user Emma to your personal desktop. If you want to add multiple store’s to the desktop its easily to create copies of the configuration file and the windows batch jobs. Be noticed that the distribution schedule in Dynamics AX 2012 R2 can be used to the locations Seattle, NewYork and Boston!

How to enable the Retail Transaction Service in Dynamics AX 2012 R2 VM?

This week I walked through the processes between Dynamics AX 2012 R2 and the Dynamics AX 2012 POS (Point of Sale). One of the scenario’s was to retrieve on-line information about item stock in different warehouses or stores. When I started the Inventory lookup service at the POS I received the error message “Error number: 13010 Could not connect to the Transaction Service” what means that there is no realtime connection between Dynamics AX 2012 R2 and the Dynamics AX 2012 POS.

This blog explains the steps I took to enable the Retail Transaction Service on the Virtual Machine Dynamics AX 2012 R2 Drop 1, where the transaction service is already installed and configured.

Step 1: verify the Real time service profile settings in Dynamics AX 2012 R2

Start Dynamics AX 2012 (partition initial) and open company USRT (US Retail). Select the option: Retail > Setup > Retail Scheduler > Channel Integration > Real-time service profiles. Verify the settings for Real-time Service profile JBB.

Step 2: verify the used Real-time service profile for your POS

Start the option: Retail > Setup > POS > POS registers and select the Seattle-1 store. Double click and verify if the used Real-time service -JBB- profile is used for this POS Register.

Step 3: push the POS register batch job through the POS systems

Start the option: Retail > Periodic > Data distribution > Distribution schedule. Select job N-1090 and run this job directly. This job pushes the “RetailTransactionServiceProfile” to the POS database.

Step 4: verify the configuration file for the Retail Transaction Service

Open path “C:\Program Files (x86)\Microsoft Dynamics AX\60\Commerce Data Exchange\Real-time Services\6.1\Bin” and select the configuration file “RetailTransactionService.exe”. Open this file with edit and change the value of the object server key to “<add key=”ObjectServer” value=”MicrosoftDynamicsAX@AX2012R2A:2712” />”. Save the file.

Step 5: restart the Real-time service 6.1

Open the services for the “AX2012R2A” server and select service “Microsoft Dynamics AX Commerce Data Exchange: Real-time Service 6.1″. Restart the service. This service can be set to “start automatically” and it start the “RetailTransactionService executable” from the path above, with the usage of the changed configuration file from step 4.

Step 6: verify the settings of the Commerce Data exchange webservice

Open Internet Information Services (IIS) for the “AX2012R2A” server and select the site “CommerceDataExchangeRealtimeServiceWebsite”. Restart this webservice via the option “Manage Web Site”.

Step 7: test the Retail Transaction Service

Open the Dynamics AX 2012 POS for store “Seattle 1″ with user “Emma Harris (000137)”. Select the option Sales > Tasks > Inventory >  Inventory lookup. Select option “”Search”, select item “0051″ and push the button “OK”. The inventory for all store is now displayed by using this Retail Transaction Service.

Have fun with the other realtime scenario’s.