Using Info Codes in AX 2012 R3 Retail POS

Info Codes (formerly Reason Codes in AX 2012 R2 and prior) can be used in Retail POS as well as AX.  Here's an example illustrating the use of Info Codes to categorize product returns.

The client desired two codes for product returns to differentiate between normal customer returns and returns due to defective product.  Setup is as follows.

Retail>>Setup>>Info Codes

1. Enter an Info code number, Description, Prompt (if desired) and the Input type.  In this case, we're using Subcode buttons as the Input type as we wanted the code to be entered via button selection

2. In the General fast tab, select 'Input required' and set the 'Frequency percent' to 100.00

3. Click on the Subcodes button

4. In the Subcodes form, enter the Subcode number (or text), the Description, Trigger function, Trigger code, and Price type.  If you wish to use a Return price different from the original product price, enter that price or a % off list in the Amount/percent field.

Note: You can nest multiple Info codes in Info code groups (Retail>>Setup>>Info code groups) if desired.  For this example we'll not use this feature.

5. Close the Subcodes and Info codes forms

Go Retail>>Setup>>Return locations

This is where we cross reference the Info codes we just created to the store(s) Return location(s).

1. Enter a Name and Description
2. Select 'Print labels' if you want to print Return labels
3. Select 'Block inventory' if you want the returned items to be blocked from use in other transactions
4. Click the 'Add' button in the 'Map retail info codes' fast tab to map these codes to your store(s)
5. Select the Reason code, Subcode(s), Store, Warehouse and Location.  You can also set the 'Block inventory' selectively here by store and/or Subcode
6. Close the 'Return location' form

Now, run the '1030 - Info code information' Distribution schedule under Retail>>Periodic>>Data distribution>>Distribution schedule to push the changes out to the retail channels.

Enter a return transaction at your POS register.  After selecting the product to return, the following prompt appears. Select the appropriate code to continue.

Once completed, return transactions are saved with the Info code, allowing you to analyze POS returns by Info code to determine what is driving returns at the store level and throughout your retail operation overall.

How does Item Sales Tax work in Dynamics AX?

1.     There are Item Sales Tax Groups, Customer Sales Tax Groups, and POS Store Sales Tax Groups

2.     All items that may be taxable must have an Item Sales Tax Group associated with them

a.     The Item Sales Tax Group should include ALL sales tax codes that are applicable for all Customer or Store sales tax groups

3.    To calculate tax properly, there must be a match between the sales tax codes assigned to the Customer or Store Sales Tax Group, and the sales tax codes assigned to the Item Sales Tax Group – no match, no tax, period.

4.    Within AX, a match between the codes in the Customer Sales Tax Group and the Item Sales Tax Group will calculate tax on a sales transaction

5.    Within POS, a match between codes in the Store Sales Tax Group and the Item Sales Tax Group will calculate tax on a POS transaction

a.     Caveat – you can override the taxation at the Store level by checking the ‘Use Customer-based taxes’ flag on the Store setup to use the sales tax group assigned to customers

6.     The ‘TAXEXEMPT’ sales tax group will prevent taxation for any customer who is designated as such by virtue of the 0% Tax Code associated with the Tax Exempt sales tax group