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Microsoft Dynamics AX (Archived)

Salesperson in AX 2012 R3 POS

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Posted on by 595

How to add salesperson to the transaction in retail POS R3 ?

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  • Bashir Ahmad Profile Picture
    5,248 on at
  • echo Profile Picture
    595 on at

    I tried this and it does not work on R3.

    However i was able to provide that solution to a customer on R2. So now i  am looking for a solution on R3.

  • Suggested answer
    Neeraj Chawla Profile Picture
    1,147 on at

    You might be getting the error. This is because there is missing field (STAFF) in the ax.RETAILTRANSACTIONSALESTRANS Table.

    For this a view to be changed named as RETAILTRANSACTIONSALESTRANS to add the STAFF as a column in it.

  • Suggested answer
    SumitPotbhare Profile Picture
    2,890 on at

    Hi Echo,

    Add the salesperson button on the POS button layout. The Add salesperson to the Retail transaction is out of box feature and is available in AX 2012 R3 also.

  • Community Member Profile Picture
    on at

    Hi Sumit,

    We cannot find the Add Salesperson under the list of operations given under the retail segment.

    Where can we find that function? Or do we need to configure a new operation for that ?

  • Suggested answer
    SumitPotbhare Profile Picture
    2,890 on at

    Hi Ankur,

    You need to activate it from the RetailOperations Table. By default this feature is off. Set the check user access field to activate it from the table.

  • Community Member Profile Picture
    on at

    Thanks Sumit. It worked.

  • Community Member Profile Picture
    on at

    Hi Sumit,

    We are getting the Sales person at the POS for selection during the sales transaction. But the transaction fails to complete. When I checked the event view I get the below message

    All the jobs have synchronized properly - no errors. We can see all the new sales person name when we call the "Add Salesperson" on the POS. When we try to tender and close the transaction it gives these message.

     

    Am I missing something ?

     

  • Suggested answer
    SumitPotbhare Profile Picture
    2,890 on at

    Hi Ankur,

    Add Salesperson is one of the depreciated feature for AX 2012, which is why it was deactivated from backend. If you want to mke it work - Add a new column in the Retailtransactionsalestrans by running the below query-

    alter table ax.RETAILTRANSACTIONSALESTRANS add STAFF nvarchar(25)

    and also add the STAFF column in the Retailtransactionsalestrans view.

    Let me know if you are able to make it work.

  • Community Member Profile Picture
    on at

    Hi Sumit,

    No success so far. M looking into other table fields for retail transaction.

    Will keep you posted.

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