Dawn Langlie, Author at Microsoft Dynamics 365 Blog

Published August 1, 2018

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.

Published July 31, 2018

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 April 23, 2018

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.

Published November 13, 2017

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.

Published January 12, 2017

2 min read

Dynamics 365 for Operations Carryout Item and Pick up item in same Customer Order

Dynamics 365 for Operations MPOS now allows cashiers to add both Carry out and Customer Order items on the same transaction. In previous versions of MPOS and EPOS, these required separate transactions for a cash and carry and one for a shipment\pick-up.

IT Professionals

Published December 11, 2015

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.

Business Decision Makers

Published November 20, 2015

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.

IT Professionals

Published October 27, 2015

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.

IT Professionals

Published October 27, 2015

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.

IT Professionals

Published October 27, 2015

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.

IT Professionals

Published October 27, 2015

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.

IT Professionals

Published September 3, 2015

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.

Dawn Langlie articles

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

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

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

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

Dynamics 365 for Operations Carryout Item and Pick up item in same Customer Order

MPOS Adding a New Product to a Category Listing

AX for Retail 2012 R3 CU9: Retail Pricing Simulator

Trade Allowance Management Blog Series

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

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

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

Sales Order Prepayment Link Appears to be Lost When Partial Invoicing

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