User manuals and other functional documentation for Dynamics AX 2012 for Retail is limited at the situation which is not a surprise considering the product has been officially launched my MS in February. To help remedy this situation I am starting the series of posts in which I'm going to share my experience obtained through training and troubleshooting tips. I think possess you may find it useful.
The first item I want talk about is setting up MS payment service for Dynamics AX account on POS terminal. This will enable your retail business to process visa or mastercard payments at Dynamics point of sale.
First you require to register payment service account at Dynamics Online dot com. Your partner will set upward for you and initiate invitation digital mail. It's important that you have Windows Live ID and that the invitation is generated for this WLID.
Once you opened email and clicked on the link payment service will be activated you will become administrator of support. This allows of which you send invitations to other users. Specialist to train them on some basics before assigning them to administrator and system user role.
Then it's time to enrollment with to possess a tremendous them payment processors supported through MS Payment company. You will get automatically generated email from the payment vendor you chose with details. Note that these accounts aren't yet activated on vendor's side you will be contacted by their representative to complete legal certification. Most payment providers by simply retail industry are backed up by Dynamics payment service including FirstData, PayPal and CyberSource.
After which isn't done, are usually ready for your first study. Click on Payment s screen while you're on Payment service home page and then New Payment button. Enter real bank info and the amount a person want to transact (you can later refund the sum of amount minus transaction fee set by payment processor you selected). Click process payment discover if the amount is successfully authorized and captured.
To refund the amount captured, returning to Payments screen, simply select the payment you to refund by merely the transaction ID and click Issue refund button. Note this strategy for refund will just work for authorizations completed through Payment service business page and not for ones done at POS terminal or through Dynamics AX client.
Important note: MS Payment service cannot connect to 'test environments' or 'test hosts' of payment processors. It can only meet up with 'live' or 'production' software. It can be explained by truth that that the service works with 6 different providers and handling 'test' and 'production' modes every through one service may be technically challenging.
If test went successfully then were ready to proceed to your next step of configuring POS terminal to accept cc commissions.
We need to configure hardware profile that is owned by each POS terminal in AX 2012 for Retail client. To go Retail->Setup->POS->Profiles->Hardware profiles and select the profile will be used by POS terminal on which you want to enable cc working. Most retailers using Dynamics AX for Retail have two or more POS terminals in shop so certain that you you opt for the right hardware profile with this increasing assigned on the right POS terminal. If separate hardware profile is employed for each POS terminal then positive if you need to repeat the configuration below for each profile.
Navigate to EFT Service fast tab and enter in the following information:
EFT service: Dynamics Online
Service ID: Payment service ID you place up. You can find this ID from Customer portal screen on dymanicsonline.com, select Service list and note Id value in Id column (if you don't see this column, click Choose columns button and add it).
Merchant ID: leave blank
Username: WLID used start viewing payment service
Password: password for WLID
Configuration: reckoning on the country, Non-EMV for USA and EMV for Canada
Run distribution scheduler problem for registers (usually N-1090) to push changes to POS terminal database and in order to done with configuring it to process cc payments in.
In your next blog I will explain tips on how to configure MRS (magnetic stripe reader) on POS and setups in AX retail headquarters needed to support card swipe. Just note support on card setup provided MS has critical typo that I'm going to talk about.
That is all for now, until discover that.