Point of Sale does not support adding a Location or License plate when creating a Cash and Carry transaction.  Because of this, the Location must default from the Warehouse. For Commerce stores, if setting location, there should be a location for the sales floor and a location for the backroom.  The location for the sales floor should not have license plate tracking set on the Location profile. When creating a location profile that tracks License Plate, the Use License Plate tracking is set to Yes.  There are valid reasons for setting the location this way. When the Location i ..read more

This article explains how payment refunds are generated through call centers when returns are created, or when orders or order lines are canceled: Refund payment processing in call centers - Commerce | Dynamics 365 | Microsoft Learn Something important to pay an attention: Some functional details on that topic to be able understand how call center refunds work: When canceling an order that was originally created in call center – we will attempt to refund back to the original payment method. If the original payment method cannot be found (this happens if the order being canceled was not origina ..read more

If you receive an error that Account numbers are missing or do not exist, go through the following to make sure all accounts are setup: Verify all accounts are valid and allowed for posting in the account structure General Ledger>>Ledger setup >>Ledger – Note Account structure. Drill into Account structure and verify accounts are valid and allow posting. Select Edit if anything needs to be changed.  When finished Activate.   Commerce: Retail and commerce >> Channels>> Stores >> All Stores and select your store. Verify the Default customer is valid. S ..read more

Commerce orders do not support Credit Management and Credit Management Blocking Rules.  This should not block the Customer Credit Limit Check. Below is the documentation and section of the document advising that Commerce is not supported: https://docs.microsoft.com/en-us/dynamics365/finance/accounts-receivable/cm-sales-order-credit-holds#free-text-invoices-orders-and-project-invoice-support-in-credit-management   There was a bug in previous builds around Commerce orders not bypassing the Credit Management Blocking Rules and we were seeing errors when posting Commerce Statements such ..read more

In this example, I have Tricklefeed enabled and the transactions are in a closed fiscal period. I have used this process to update invalid Customer accounts and to Void transactions. First Calculate Transactional statement for a period that is closed. When in the Statement form, Select Office icon in the upper right corner Select Edit cash and carry transactions Click Download Save the file and open Click Enable editing You may get a message to “Trust this add-in” Sign in Data will refresh Transaction tab Validation Status = None **Note:  Before you can edit a transaction, the Va ..read more

There are a few different configurations and combinations when it comes to calculating tax.  The purpose of this article is to assist in becoming familiar with the basics on which Sales tax group will be applied in different scenarios.  The information provided below is valid as of the date the article was written, this is subject to change as we continue to improve the product.  There are 2 parts to this blog:  MPOS/CPOS tax determination Ecommerce tax determination MPOS/CPOS tax determination  In Retail POS, the tax policy is taken into consideration in the followi ..read more

In AX2012 R3, the manager override was done in “realtime” and when changing the price, you received a pop up window to enter your Reason code and Override login.  In Dynamics 365, manager override can no longer be done in “realtime” and this functionality uses workflow to put the order on hold and as a second step the manager reviews and approves the workflow and the hold is released for the price change.  You will no longer receive a pop up window to prompt for the reason code and login.  The reason code is manually added to the sales order line and the manager login was replac ..read more

Below are steps to create a barcode for an item that tracks the Size variant and use a number sequence to automatically create the new barcodes. 1.Set up the bar code Mask characters: Retail and commerce >>Inventory management >>Bar codes and labels>>Mask character a.Product = I b.Size = Z 2.Set up the Bar Code Mask Setup for “Size”: Retail and commerce >> Inventory management >> Bar codes and labels >> Bar code mask setup NOTE: The total calculated length must be within the length limits of the Bar code setup in Step 3. NOTE: When using “Functions> ..read more

We have made the decision not to invest in transitioning the Russian payroll capabilities in Dynamics AX 2012 R3 over to Dynamics 365. However, we’ll continue to support existing Russian payroll capabilities for organizations on an Enhancement Plan during the mainstream support and extended support through October 12, 2021 and January 10, 2023, respectively. For more information about Dynamics AX 2012 R3 lifecycle, read this article. Although we do not recommend it, organizations can continue using Russian payroll capabilities with the knowledge that all regulatory updates and non-security ho ..read more

There is a Call center specific Future order feature that will allow users to delay authorizing a customer’s credit card during the Sales order creation and payment process.  The reason behind a delay authorization may be due to back orders or extended shipping dates.  In this scenario, the system will wait to authorize the credit card tied to the sales order until a specific number of days prior to an expected shipping date.  As an example, inventory for a Widget is not available for 30 days.  An authorization for the credit card created today would normally expire after 7 ..read more