#Microsoft dynamics pos how to

For example, we can set the 500-Void transaction Operation with a permission of 1001-allowTransactionVoiding as well as the 1002-managerPrivileges. The Permission ID and Permission ID2 fields allow you to assign two different Permissions to the operation. If you would like to limit these operations you can choose a Permission ID from the dropdown to associate it to a field on the Permission group form such as Manager Privileges. This means that everyone has access to perform those functions. On the Operations form you will notice that many of the Operations are listed with Permission IDвЂ™s of 0. What this means is when you place a checkmark next to the field вЂњAllow create orderвЂќ on the Permission group form, you also gain access to вЂњCreate quotationвЂќ. If you look at the Operations list again, you will see that Operation 621-Create quotation also has Permission ID 1020 listed. This will openВ the Permissions form andВ you will see that 1020 relates to allowCreateOrder. Right click on 1020 and select View Details. If we open the Operations form, you will see that Operation ID 620В isВ for Create customer order and this has a Permission ID listed is 1020. When marked the cashier with this permission group can create customer orders at POS that also creates orders directly in AX. On the Permission group form, there is an option for вЂњAllow create orderвЂќ. Retail > Setup > POS > Permission groups.Permission groups вЂ“ A set of enabled/disabled Permissions that can be assigned toВ eachВ Worker.Retail > Setup > POS > Operations > Right click on the Permission ID field, click View details.Permissions вЂ“ These are the IDвЂ™s associated to the fields on the Permission group form.Operations вЂ“ These are the tasks that employees perform at the POS, assigned with a Permission.To get started, lets first define each of the 3 entities:

#Microsoft dynamics pos how to

This article will explain how to link Operations with Permissions and Permissions groups as well as how to enable a Manager override prompt for certain operations.

Applies to:В Microsoft Dynamics AX 2012 R3