Retail headquarters releasenotes

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<ul><li> 1. Release NotesMicrosoft Dynamics AX for Retail HeadquartersMarch 2012</li></ul><p> 2. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables youand your people to make business decisions with greater confidence. Microsoft Dynamics works like andwith familiar Microsoft software, automating and streamlining financial, customer relationship and supplychain processes in a way that helps you drive business success.U.S. and Canada Toll Free 1-888-477-7989Worldwide +1-701-281-6500www.microsoft.com/dynamicsThis document is provided "as-is". Information and views expressed in this document, including URL and otherInternet Web site references, may change without notice. You bear the risk of using it.Some examples depicted herein are provided for illustration only and are fictitious. No real association or connectionis intended or should be inferred.This document does not provide you with any legal rights to any intellectual property in any Microsoft product. Youmay copy and use this document for your internal, reference purposes.Copyright 2012 Microsoft. All rights reserved.Microsoft, Microsoft Dynamics,Excel, SQL Server, andthe Microsoft Dynamics Logoare trademarks of the Microsoftgroup of companies.All other trademarks are property of their respective owners. 3. Table of contentsIntroduction ..................................................................................................................................... 1Installation notes ............................................................................................................................. 2Microsoft SQL Server .................................................................................................................... 2Licensing ....................................................................................................................................... 3Retail Headquarters...................................................................................................................... 3Import demo data ........................................................................................................................ 5Import data from other sources ................................................................................................... 5Set up payment processing .......................................................................................................... 5Known issues.................................................................................................................................... 6Bar code setups ............................................................................................................................ 6Company duplication.................................................................................................................... 6Currencies ..................................................................................................................................... 6Customers..................................................................................................................................... 6Customizations ............................................................................................................................. 7Dimensions ................................................................................................................................... 7Discounts ...................................................................................................................................... 7Distribution ................................................................................................................................... 7Documentation ............................................................................................................................. 7Enterprise Portal reports .............................................................................................................. 7Financial dimensions .................................................................................................................... 7Gift cards ...................................................................................................................................... 8Income Account and Expense Account operations ...................................................................... 8Item import................................................................................................................................... 8Installation .................................................................................................................................... 9Jobs ............................................................................................................................................... 9Locale in functionality profile ....................................................................................................... 9Loyalty .......................................................................................................................................... 9Network Load Balancing ............................................................................................................... 9Number sequences ..................................................................................................................... 10Payment processing ................................................................................................................... 10Performance ............................................................................................................................... 10Receipt numbers......................................................................................................................... 12Receipt printing .......................................................................................................................... 12Replication and Retail Scheduler ................................................................................................ 13Retail POS ................................................................................................................................... 13Rounding..................................................................................................................................... 13Sales orders ................................................................................................................................ 13Storage dimensions .................................................................................................................... 13Release Notes for Retail HeadquartersTable of contentsi 4. Statement posting ...................................................................................................................... 14Taxes ........................................................................................................................................... 14Tender types ............................................................................................................................... 14Trade agreements ...................................................................................................................... 14Upgrade ...................................................................................................................................... 14Release Notes for Retail HeadquartersTable of contentsii 5. IntroductionThis document provides late-breaking or other information that supplements the MicrosoftDynamics AX for Retail documentation. It contains notes and tips about installing MicrosoftDynamics AX for Retail Headquarters and provides the list of known issues with RetailHeadquarters, together with suggestions for working around known issues (where available).Release Notes for Retail Headquarters Introduction1 6. Installation notesThis section provides some basic information about installing Retail Headquarters. For completeinstallation instructions, system requirements and prerequisites, and deployment checklists, seethe following documents:Deployment and Installation Guide. This guide is installed with Retail Headquarters and istypically located in the C:Program FilesMicrosoft Dynamics AX50ClientBin folder, in thesubfolder for the appropriate locale.Implementation Guide for PCI Compliance. This guide is installed with Microsoft DynamicsAX for Retail POS and is typically located in the C:Program FilesMicrosoft DynamicsAX50Retail POS folder, in the subfolder for the appropriate locale.Importanto 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 Retailprograms.o Microsoft Dynamics AX 2009 Roll-up 7 is a prerequisite for Retail Headquarters.Microsoft SQL ServerThe version of Microsoft SQL Server to deploy depends on the amount of data that yourorganization anticipates. For example, the database size limit for SQL Server 2008 Express is4 GB and the size limit for SQL Server 2008 Express R2 is 10 GB. Organizations with largeamounts of data should choose SQL Server 2008 Standard or Enterprise.SQL Server must be installed on the following computers in a Retail Headquarters deployment:The head-office database server. This is typically Microsoft SQL Server 2005 or MicrosoftSQL Server 2008 Standard or Enterprise, deployed as part of the Microsoft Dynamics AX2009 deployment. For Retail Headquarters deployment, verify that the settings for thisinstance to ensure PCI compliance. The settings required for PCI compliance are described inthe Deployment and Installation Guide.Computers where Retail Store Connect is installed and configured. These are typicallyinstances of SQL Server 2008 Express Edition that are installed specifically for use with theRetail Store Connect message database. SQL Server 2008 Standard and Enterprise are alsosupported. On these computers, the instance of SQL Server must be enabled for remoteconnections, and special SQL logins must be created.Note that computers on which Retail Store Connect is installed (but not configured) as aprerequisite for Retail Headquarters do not need an instance of SQL Server Express.Release Notes for Retail Headquarters Installation notes2 7. ImportantIf you intend to upgrade any instance of SQL Server 2005 to SQL Server 2008 for use inthe Microsoft Dynamics AX for Retail deployment, complete the upgrade prior toinstalling Microsoft Dynamics AX for Retail.For an existing deployment of Microsoft Dynamics AX 2009 that uses SQL Server 2005,upgrade is not required. If you choose to upgrade, complete the upgrade prior toinstalling Retail Headquarters. Completing the upgrade includes not only upgrading thesoftware but also updating the Microsoft Dynamics AX server configuration to point tothe new instance of SQL Server 2008 and restarting the AOS service.LicensingA license is required to use Microsoft Dynamics AX for Retail. For more information, see theDeployment and Installation Guide.Importanto If you have been using a different license file for Microsoft Dynamics AX 2009, such as a demo license file, do not import the license file for Microsoft Dynamics AX for Retail unless it includes all of the modules that have been used under the other license. Microsoft Dynamics AX will not work properly if the database contains tables and fields for modules that are not included in the license.o If you intend to use demo data with Microsoft Dynamics AX for Retail, you must have ademo license. For more information about using demo data, see "Import demo data"later in this section.Retail HeadquartersUse the following tips to help avoid some common installation issues and to help makedeployment of Retail Headquarters more efficient.Changes have been made to the seed data since the June 2010 release. To view detailsabout these changes, follow these steps to display the upgrade script:o In AOT, expand Classes, expand ReleaseUpdateDB41_Retail, and then double-clickupgradeSeedData().TransAutomclient.dll is a prerequisite for Retail Scheduler and must be installed on the AOScomputer and on each client computer where Retail Scheduler will be used to send jobs. Toinstall this file, install Retail Store Connect. If you do not intend to use a particular instanceof Retail Store Connect, you can install it without configuring it.Stop the AOS service before installing Retail Headquarters, and then restart the service.Release Notes for Retail HeadquartersInstallation notes3 8. Compiling Microsoft Dynamics AX after installing Retail Headquarters takes considerable time and might appear to stop responding. Be patient. The same is true for importing the demo data. Confirm that the application has compiled successfully by verifying that the Retail modules show up in the navigation pane. If not, try the following: o Reimport the Microsoft Dynamics AX license file. o Resynchronize the database. o Restart the AOS. o Restart Microsoft Dynamics AX. After importing demo data, you must enable store-specific replication by inserting the default table distribution. Click Retail Scheduler&gt;Setup &gt; Distribution &gt; Table distribution &gt; Functions &gt; Insert default setup. For information about other required steps, see "Complete the Retail Headquarters installation" in the Deployment and Installation Guide.Release Notes for Retail Headquarters Installation notes4 9. Import demo dataSample data is included with this release so that you can explore the software. Instructions forimporting this data are provided in the Deployment and Implementation Guide.Note that importing the demo data takes considerable time and might appear to stopresponding.If you are importing the demo data (in a test environment only), confirm that the demo data hasimported successfully by verifying that five stores exist in the database. Go to RetailHeadquarters &gt; Setup &gt; Store &gt; Stores. If five stores are not present, reimport the demo data.Only import demo data into a newly created company. ImportantIf you use demo data, you must have a demo license.Import data from other sourcesIf you are importing or otherwise using data from LS Retail or another payment application, youmust ensure that no sensitive payment data is brought into Microsoft Dynamics AX for Retaildatabases. Failure to do this could result in noncompliance with the Payment Card Industry (PCI)Data Security Standard.Upgrade from LS Retail is not supported.Set up payment processingThe EMV-Canada configuration option on the EFT Service tab of the POS Hardware profile formis not supported in this release, and selecting this option could lead to processing failures.Never use real credit card numbers in a test or preview environment.Be sure the service object matches the PIN pad that you are using on each register; versionmismatches might cau...</p>