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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Setting up Retail Item
Microsoft Dynamics AX (Archived)

Setting up Retail Item

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Posted on by Gaurav Chandak 955

Hi All,

I am New to AX 2012 R2 Retail. I am using Demo Data ( USRT Company).

I am setting up New item with below steps :

1. Creating A new Product.

2. Adding Retail Category.

3. Setting up Base comparasion.

4. Running the N-1040 Job.

After login onto POS; i am not able to find the item what i have setup.

Can someone please let me know if i have missed any step or setup or process ?

Thanks in advance,

Gaurav Chandak

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I have the same question (0)
  • Gaurav Chandak Profile Picture
    Gaurav Chandak 955 on at
    RE: Setting up Retail Item

    Yes the process you have mentioned looks correct.

    For Inventory posting, you might be intrested in checking this website

    blog.wilbrink-erpconsultancy.nl

  • Community Member Profile Picture
    Community Member on at
    RE: Setting up Retail Item

    So just to be clear on this topic, am I correct in believing this is the process flow:

    1) create master product with variants

    2)create trade agreement for stores/store groups

    3) Include product in Assortment(s)

    4) Process Assortment

    5) Create/receive PO for the product (directly to store, or to DC and then trasfer to store)

    6) Run job A01040 to push product detail to store POS level

    Now if that is basically correct (and I am happy to take suggested improvements), my final question is how to get the inventory status updated at HQ? That is, I did all of the above and put product in a store (on the VM demo system). I was able to sell it on the POS side without issue. However, the on-hand inventory on the HQ side is not reflecting the reduction based on "in store" sales.

    The real time services 5.1 and 6.1 are running, by the way.

    TIA

  • Verified answer
    Gaurav Chandak Profile Picture
    Gaurav Chandak 955 on at
    RE: Setting up Retail Item

    Hi NRN,

    Hope you had a peaceful weekend,

    Thanks For the answer...

    After few colloboration and some testing, i found that the issue was related to Store connect that there is wrong path for files added in Store connect definition.

    1.      Open Commerce Data Exchange Synch Service Settings

    2.      Press Next until you go to Working Directory

    Verify if this Working directory exists in reality, if not create it or change into existing one.

    Thanks For your kind cooperation,

    have a great week ahead,

    Kind Regards,

    Gaurav Chandak.

  • NRN Profile Picture
    NRN on at
    RE: Setting up Retail Item

    Have you checked the messages database at HQ to verify  the 1040 push job is being sent successfully to the store server?

    Also check the messages database on the store server to see if the job has been received and records updated.

    This is the SQL that I use to check messages:

    select PackageNo, MessageId, Sourceservicename, ReceivedDateTime, Status, NumRecs, FinishedDateTime, ServerMsg, JobID from IncomingMessages order by ReceivedDateTime Desc

    select PackageNo, DestServiceName, DestServerName, Status, FinishedDateTime, ErrorNo, ServerMsg, JobID, Forwarder from OutgoingMessages order by FinishedDateTime Desc

    /* Status Meanings

    • Received – 0

    • Processed – 1

    • Error – 2

    • Waiting – 4

    • Nothing to send – 5

    • Pending forward – 7

    • Forwarded - 9

    */

    If the job is never making it to the store, my guess would be that the AOS is down.

  • Gaurav Chandak Profile Picture
    Gaurav Chandak 955 on at
    RE: Setting up Retail Item

    I tried this too but seems item is still not avilable on POS screen...

    I done some cash transaction on POS screen with existind data and rund the P job; then i calculate the statement;  but there is no line gets created in Journal Statement....

    It seems some synchronisation problem between AX and POS... Any suggestions are welcome .

  • NRN Profile Picture
    NRN on at
    RE: Setting up Retail Item

    A trade agreement needs to be assigned to a store and the item needs to be assigned to the trade agreement. If you are using demo data, there should already be a Trade Agreement setup for the store, so you just need to assign the item to the trade agreement.  Once this is done, you should be able to look at the price list for the store and see the item in the list.

    (Retail > Common > Retail channels > Retail stores)

    Select the store and then click the Price List icon in the Pricing section under the store tab.

    Once you see the item in the Price List, then you can push N-1040 to the store and should see the item in the POS.

  • Gaurav Chandak Profile Picture
    Gaurav Chandak 955 on at
    RE: Setting up Retail Item

    I have created item in USRT. While creating item; i assigned FIFO item model group. But item is not associated with any trade agreement..... Do i have to assign Trade agreement ?

  • NRN Profile Picture
    NRN on at
    RE: Setting up Retail Item

    Did you assign the Dimension Groups and release the product to the Company you want to see the product listed in? Also, did you assign an Item Model Group to the product after it was released? What about a trade agreement... Has it been associated with a Trade agreement?

  • Gaurav Chandak Profile Picture
    Gaurav Chandak 955 on at
    RE: Setting up Retail Item

    Thanks Nrn For the answer... I have done the assortment too, but still product is not showing up on the POS....

  • NRN Profile Picture
    NRN on at
    RE: Setting up Retail Item

    Have you processed the assortment?

    Retail > Periodic > Retail schedulers > Process assortments

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