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Microsoft Dynamics AX 2012 for Developers [AX 2012] SDK Download
The screenshot above shows some existing reason codes and the details for the highlighted reason code can be found in the right hand detail form. The various fields are explained as follows: 1) 2) 3) 4) 5) Reason code number: a string to identify the reason code Description: a more verbose description of the purpose of the reason code Prompt: the string that a POS operator would see when the reason code is executed. Input type: this is the type of the reason code date, age limit, numeric etc. The general property group is fairly self-descriptive. Various checkboxes control the behavior of the reason code whether input is required and whether it should be once per transaction (recall the patron purchasing liquor use case). 6) Of note are the values delimiters a range can be specified for numeric info codes. A minimum or maximum length may apply to textual ones. Also, an interval field can be used to control the sampling rate of the info code. 7) A reason code can be linked to another reason code for some use cases. For ex: a survey which asks if a patron would be interested in purchasing another product related to a product and some additional information about it. 8) The reason code can also be set up to get printed along with options to print the reason code input etc. To create a new reason code, simply press the New button in the form toolbar
Fill in the required details and press Close to save the new reason code. The code created is not linked to anything as yet it wont be triggered on any event. Lets go through a couple of scenarios that one could use to trigger reason codes: Attaching a reason code to a product: The following steps are needed to link a reason code to a published product: 1) Create a new reason code (if needed) per instructions above. 2) In AX, navigate to Product information management Common Released products. You should see a form similar to the following image:
3) Select a product and click the Edit button in the top ribbon. You should see the product details form similar to the following image:
4) Click the Retail button in the top toolbar (see image above) and then click on the Reason codes button in the tools ribbon. See image below:
5) A new form will pop up similar to the image below. Click on the new button in the form and select the newly created reason code from the Reason code number drop down list. Also make sure to select the Input required check box.
6) Press the Close button on the reason code form to save the association of the reason code with the product. Then press the Close button on the product details form. 7) In AX, navigate to Retail Periodic Retail schedulers Data distribution Distribution schedule. You should see the distribution schedule form similar to the image below.
8) Run both A-1030 (Reason codes) and A-1040 (products, prices, and bar codes) jobs from the window by selecting the job from the left navigation panel and clicking on Run directly button on the toolbar. See image above. 9) Now when the item to which the reason code was attached is added to the transaction through POS, a prompt would appear asking the POS operator for input. Attaching a reason code to a user: The following steps are needed to link a reason code to a published product: 1) Create a new reason code (if needed) per instructions above. 2) In AX, navigate to Accounts recievable Common Customers All customers. You should see a form similar to the following image:
3) Select the customer you want to attach the reason code to and click on the Retail tab in the top toolbar (see image above) 4) Then click on the Reason codes button in the top ribbon and a form similar to the one below would pop up. Click on the new button in the form and select the newly created reason code from the Reason code number drop down list. Also make sure to select the Input required check box.
5) Press the Close button on the reason code form to save the association of the reason code with the product. 6) In AX, navigate to Retail Periodic Retail schedulers Data distribution Distribution schedule. You should see the distribution schedule form similar to the image below.
7) Run both N-1010 (customers) and N-1030 (reason code information) jobs from the window by selecting the job from the left navigation panel and clicking on Run directly button on the toolbar. See image above. 8) Now when the customer to which the reason code was attached is added to the transaction through POS, a prompt would appear asking the POS operator for input.