Dawn Langlie articles

Dawn Langlie
Published 
4 min read

Dynamics 365 Retail: Working with the New “Manage Shifts” Functionality in POS 

On Dynamics 365 for Finance and Operations functionality was added for managers to recover and unblock terminals. This functionality was added with KB 4101053 on 7.2 and KB 4338783 (Application Update 7.3.2.5) and the updates are available in Lifecycle Services. Prior to the hotfixes when POS had an issue closing a shift, the shift could
Published 
1 min read

Dynamics 365 Retail: How to Add Credit Card information on the Customer Receipt Format 

When I add the fields “Customer Type”, “Authorization Code” and “Card number partly hidden” to the Customer Receipt format, the fields will not print the when the Customer Receipt is printed and a paying with a credit card. These fields are only available in the Header of the receipt and they should be available in the Footer.
Published 
1 min read

Dynamics 365 Retail Return Locations Not Populating Based on the Return Subcode Selected in POS 

After installing a hotfix (Ex, KB4090327) for Retail Return Location customers have been having issues with Return Locations not populating. First, go to Retail > Inventory management > Return locations to create your Return location. In my example if you select the Defect Subcode (1), the Returned item should go into the Central\Houston\Defected location (only if
Published 
1 min read

Dynamics 365 Retail Statement Posting Issues Caused by a Previous Statement Posting Failure in Batch 

When posting Retail Statements in batch and there has been an error, Customers have been receiving errors manually posting the Retail Statements after the original failure. One example of a Retail Statement error: “One or more sales orders in statement XXXX have not been invoiced; abort payment journal posting” A majority of the time, the
Published 
1 min read

MPOS Adding a New Product to a Category Listing 

In MPOS if you want to use categories, catalogs must be setup and validated. See the below TechNet article on setting up Catalogs https://technet.microsoft.com/en-us/library/jj728723.aspx See the following steps to create a new product and see the product as part of a category in MPOS: USRT for the Houston store has a catalog called Men’s suits – My MPOS
Published 
2 min read

AX for Retail 2012 R3 CU9: Retail Pricing Simulator 

A new feature introduced in AX for Retail R3 CU9 is Pricing Simulator in AX.  The Pricing Simulator is also available for AX 2012 R3 pre-CU9 by installing KB 3037365. This means that pricing administrators can test a variety of pricing, discounts and promotion capabilities and use these to provide a consistent pricing and promotion experience
Published 
1 min read

Trade Allowance Management Blog Series 

There are many questions related to the new Trade Allowance Management functionality in Dynamics AX 2012 R3.  The blogs below were created to help with some of those questions.   1. Setup:  This blog discusses the required and optional setup for Trade Allowance Management Agreements: http://blogs.msdn.com/b/axsupport/archive/2015/04/30/trade-allowance-management-blog-series-setup.aspx   2. Trade Allowance Agreements – Lump Sum:  This blog
Published 
1 min read

Trade Allowance Management Blog Series – Trade Allowance Agreements for Off Invoice 

In this blog, I will be discussing Trade Allowance Agreements and specifically the Off Invoice setup on the Trade Allowance Line. Off-invoice allowances are the most simplistic of the three merchandising event types as the discount is taken at the time of sales order entry.  Off-invoice allowances are handled in sales orders as line discounts.
Published 
5 min read

Trade Allowance Management Blog Series – Trade Allowance Agreements for Bill Back 

In this blog, I will be discussing Trade Allowance Agreements and specifically the Bill Back setup on the Trade Allowance Line. Bill-back merchandising events are used for trade allowances where reimbursement is given after purchase.  One advantage to the bill-back option is the ability to select at what point during the purchasing process the customer
Published 
5 min read

Trade Allowance Management Blog Series – Trade Allowance Agreements for Lump Sum 

In this blog, I will be discussing Trade Allowance Agreements and specifically the Lump Sum setup on the Trade Allowance Line.   A trade allowance is similar to a monetary reward where the customer is paid based on their performance during the promotion and sales of an agreed upon item. Trade Allowance Agreement Header Setup
Published 
1 min read

Sales Order Prepayment Link Appears to be Lost When Partial Invoicing 

When linking a prepayment to a sales order and the sales order is partially invoiced, the settlement for the remainder of the prepayment appears to be no longer linked. The best practice when settling a prepayment against a Sales orders is as follows:   1.  Create Prepayment Payment Journal for $10,000 Accounts receivable > Journals > Payments >