Download Retail POS Release Notes

Release Notes
Microsoft Dynamics® AX for Retail POS
April 2011
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Table of contents
Introduction ..................................................................................................................................... 1
Installation notes ............................................................................................................................. 2
Microsoft SQL Server .................................................................................................................... 2
Retail POS ..................................................................................................................................... 2
VeriFone PIN Pad 1000SE ............................................................................................................. 3
Known issues.................................................................................................................................... 4
Configuration ................................................................................................................................ 4
Currencies ..................................................................................................................................... 4
Customers..................................................................................................................................... 4
Discount offers ............................................................................................................................. 4
Financial dimensions .................................................................................................................... 4
Income Account and Expense Account operations ...................................................................... 4
Loyalty .......................................................................................................................................... 5
Payment processing ..................................................................................................................... 5
Prices ............................................................................................................................................ 5
Promotions ................................................................................................................................... 5
Receipt numbers........................................................................................................................... 5
Receipt printing ............................................................................................................................ 5
Sales orders .................................................................................................................................. 6
Storage dimensions ...................................................................................................................... 6
Taxes ............................................................................................................................................. 6
Tender declaration ....................................................................................................................... 6
Voids ............................................................................................................................................. 6
Upgrade ........................................................................................................................................ 6
Release Notes for Retail POS
Table of contents
i
Introduction
This document provides late-breaking or other information that supplements the Microsoft
Dynamics® AX for Retail documentation. It contains notes and tips about installing Microsoft
Dynamics® AX for Retail POS and provides the list of known issues with Retail POS, together with
suggestions for working around known issues (where available).
Release Notes for Retail POS
Introduction
1
Installation notes
This section provides some basic information about installing Retail POS. For complete
installation instructions, system requirements and prerequisites, and deployment checklists, see
the Deployment and Installation Guide and the Implementation Guide for PCI Compliance. Both
guides are installed with Retail POS and are typically located in the C:\Program Files\Microsoft
Dynamics AX\50\Retail POS folder, in the subfolder for the appropriate locale.
Important
o Deployment is a complex process with many interdependent steps. Do not proceed with
deployment without reading the documentation.
o
Install all prerequisites before installing one of the Microsoft Dynamics AX for Retail
programs.
Microsoft SQL Server
Microsoft® SQL Server® must be installed on the following computers in a Retail POS
deployment:

Computers that house Retail POS databases. Each register must point to a Retail POS
database on an instance of SQL Server 2008 Standard, Enterprise, or Express with Tools.
Typically, this is either a local database on the register or a store database that is used by all
registers in the store. For more information about these deployment options, see
"Deployment scenarios" in "Plan the deployment" in the Deployment and Installation Guide.

Computers where Retail Store Connect is installed and configured. These are typically
instances of SQL Server 2008 Express Edition that are installed specifically for use with the
Retail Store Connect message database. SQL Server 2008 Standard and Enterprise are also
supported. On these computers, the instance of SQL Server must be enabled for remote
connections, and special SQL logins must be created.
Important
If you intend to upgrade any instance of SQL Server 2005 to SQL Server 2008 for use in
the Retail POS deployment, complete the upgrade prior to deploying Retail POS.
Retail POS
Use the following tips to help avoid some common installation issues and to help make
deployment of Retail POS more efficient.

When starting Retail POS the first time, you must run as an administrator.

For peripheral hardware devices on each register, the devices must be configured at the
head office and we strongly recommend the use of OPOS Common Control Objects version
1.12. Install the objects and configure and test the devices prior to attempting to use the
devices with Microsoft Dynamics AX for Retail.
Release Notes for Retail POS
Installation notes
2

If the Retail POS database for a register is installed on a remote computer, you must
manually modify the configuration file, POS.exe.config. In addition to making the changes
detailed in "Configure Retail POS" in "Deploy Retail POS" in the Deployment and Installation
Guide, you must add the port number to the connection string. The format of a complete
connection string value in the configuration file is as follows:
LocalConnectionString="Data
Source=tcp:server_name,port_number\instance_name;Initial
Catalog=database_name;Integrated Security=SSPI;Persist Security
Info=false;Pooling=false;TrustServerCertificate=true;Encrypt=TRUE"

Contrary to what is stated in the Deployment and Installation Guide, the collation of the
Retail POS database is inherited from the default collation setting in Microsoft® SQL Server.
However, you must still verify that selected collation setting matches one of the supported
locales for Microsoft Dynamics AX for Retail.
VeriFone PIN Pad 1000SE
To use the VeriFone PIN Pad 1000SE on any register, you must install and configure the device
by completing the following steps:
1. Make sure that OPOS common control objects have been installed in a local folder, such as
C:\Program Files\OPOS. The common control objects must be installed separately.
2. From the installation folder for Retail POS, copy RMSPinPad1000SO.dll to the OPOS folder.
3. Register the .dll file by completing the following steps:
Open the command prompt as an Administrator. Click Start, click Programs or All Programs,
click Accessories, right-click Command Prompt, click Run As or Run as administrator, and then
supply credentials as prompted.
Type RegSvr32 RMSPinPad1000SO.dll, and then press ENTER.
4. Configure the service object using settings that are appropriate for your installation.
The registry file installed with Retail POS (pinpad1000.reg for 32-bit installations or
pinpad1000x64.reg for 64-bit installations) can be used to create a registry entry using
default values for the PIN pad class service objects. The default name used is pad1000 and
the COM port is set to 1. The included registry file should be used as an example only.
Registry entries for PIN pad service objects are the responsibility of the party installing the
device.
Note
If you are using the PIN pad service object on Windows XP, install Microsoft Visual C++
2008 Redistributable Package (x86), available for download at
http://www.microsoft.com/downloads.
Release Notes for Retail POS
Installation notes
3
Known issues
In every product cycle, the product team, Beta testers, and early adopters discover issues with
the product that, for a variety of reasons, must be postponed to future releases. The known
issues for this release of Retail POS are described in this section, together with any available
suggestions for working around these issues. The categories of issues are presented in
alphabetical order.
Configuration
The Retail POS Configuration dialog box cannot be used to connect a register to an existing
database. For more information, see "Installation notes" earlier in this document.
Currencies
See "Loyalty," "Prices," and "Tender declaration" later in this section.
Customers
The customer number sequence in Microsoft Dynamics AX 2009 must not be set to manual. If it
is, a customer with a blank customer number can be created in Retail POS, leading to an Unable
to save customer error message.
For more information, see the Release Notes for Retail Headquarters.
Discount offers
In Microsoft Dynamics® AX for Retail Headquarters, it is possible to create discounts of different
types that have the same offer ID. However, this is not supported in Retail POS and could cause
the wrong discount to be applied to transactions. To avoid this issue, set up store number
sequences at the head office for discount offers, multibuy, and mix and match.
Financial dimensions
Only store-level financial dimensions are honored in retail transactions.
Income Account and Expense Account operations

The message lines set in Retail Headquarters for Income Account and Expense Account
operations do not appear in Retail POS line items for these operations.

Taxes are only applied to these operations outside the United States. This behavior is by
design and is included in this document only because it is not documented elsewhere.
Release Notes for Retail POS
Known issues
4
Loyalty

Returns of transactions that earned loyalty points will deduct points from the loyalty
customer’s account accordingly. If the account has insufficient points to account for the
deduction, the account balance will go negative.

Loyalty points are calculated based on the true amount of an item rather than the rounded
amount.

When you swipe a loyalty card, a loyalty request is always initiated. To pay with loyalty
points, you must enter the payment manually.
Payment processing
Default templates for credit card receipts have some formatting issues. Correct these in Retail
Headquarters by using the Form Layout Designer (Retail Headquarters > Setup >
POS > Retail POS > Form layout > Designer).
Prices

After synchronizing with the head office, if zeroes appear for all item prices, it usually means
that the default currency is not set for the store. At the head office, click Retail
Headquarters > Setup > Store > Stores, select the store, and then, on the General tab,
select the currency. Run the N-1070 job to send the change to the store, and then, at the
store, close and restart Retail POS on all registers.

If the store currency is different from the head-office currency, the prices that appear in the
results of an item search might not be accurate.
Promotions
When an item is included in a sales transaction, a promotion associated with that item is only
applied if the unit of measure for the promotion is either blank or the same as the unit of
measure for the item.
Receipt numbers
To avoid duplicate receipt numbers at a store, you must limit terminal IDs to 4 characters or
ensure that the last four characters of each terminal ID are unique. For example, you cannot
have two terminal IDs in one store that end in "register." For more information, see the Release
Notes for Retail Headquarters.
Receipt printing
Credit and debit card receipts that contain logos do not print properly when using the HP USB
Receipt Printer A799. To correct this, follow these steps:
1. Use this name for the logo file: RetailPOSLogo.bmp
Release Notes for Retail POS
Known issues
5
2. Place the logo file in the Retail POS installation folder.
Alternatively, you can remove the logo from the receipt's form layout in Retail Headquarters.
Sales orders

If an error occurs while you are accepting payment for a sales order, Retail POS will stop
working properly. To recover, ring up an item, complete the transaction, and then void the
transaction.

If an error occurs while you are creating a packing slip for a sales order, it typically means
that a picking list must be created first.
Storage dimensions
Storage dimensions are not supported in this release.
Taxes
See "Income Account and Expense Account operations" earlier in this section.
Tender declaration
If more than one tender type with operation Pay Currency has been defined in Retail
Headquarters, the Tender Declaration form in Retail POS shows duplicate buttons for foreign
currencies and could prevent the completion of end-of-day operations at the register.
Voids
To void a customer account deposit, you must void the entire transaction.
Upgrade
For additional upgrade instructions, see the Deployment and Installation Guide.

The April 2011 release fixes an issue that occasionally occurred when Retail POS tried to
access an item that was in the process of being updated from Retail Headquarters.
New deployments automatically incorporate this fix, but upgrading does not. After
upgrading, you must do the following.
1. On each database computer, run this SQL command:
alter database axretailpos
set allow_snapshot_isolation ON
2. In the Retail POS configuration file (POS.exe.config), add a new attribute,
“UseSnashotIsolaction=true” to the “AxRetailPos” element.
Release Notes for Retail POS
Known issues
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Release Notes for Retail POS
Known issues
7