Sumit Potbhare

Microsoft Dynamics AX for Retail

ePOS | AX 2012 R3 | Declare starting amount using multiple currency

Hi Guys, Hope you are keeping up with RetailDAXing. In last few weeks I got many questions on “how to declare start amount in multiple currency“. Although this is not something which is provided out of box at POS, but I will show you how to achieve this with minor customization.
NOTE: We will only go through the functional side of this enhancement. You need to discuss this with your DEV team for Customization.

What is “Declare start amount” operation?

Declare the amount that is in the cash drawer when the day or shift starts. This is the amount that Manager provides to Cashier to keep in the drawer, so that Cashier can use it during Change back. Some stores that accepts multiple currency provides the change back in local currency only so they usually perform “Declare start amount” in single currency. But those stores that do provide change back in another currency requires to have another currency change in their drawers.

Assumption

Let us assume an example where the store is dealing with USD and GBP for Change back. We will use the HOUSTON Store in the demo data (AX 2012 R3 CU12) having USD as the local currency.

Design

In the Declare starting amount screen at POS, add radio buttons to select the currency which will be used to declare start amount. Here you will need to do Customization to add the radio button for each currency.

GBPDSA

USDDSA

Data changes @ Table level

When you perform Declare starting amount at POS, it creates record in two tables, RetailTransactionTable and RetailTransactionPaymentTrans. So when you perform the operation with other currency (other than setup in the Store form), then you will have to Customize to update the Currency field to GBP (as we have taken other currency in our case) in both the tables.

Snap 2017-05-14 at 10.22.55Snap 2017-05-14 at 10.17.21

Now when you perform Close shift, it will automatically calculate (no customization required) the individual currency and create individual record for each currency in Shifts form.

Snap 2017-05-14 at 10.26.00.png

In this illustration we have considered 2 currency, you can use as many as want for which you can maintain a separate master or use the Currency payment method master attached to each Store Payment method.

Feel free to reach out for any clarifications. If you like my blog posts then comment and subscribe to the blogs.

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Enjoy RetailDAXing.

Disclaimer: The information in the weblog is provided “AS IS”; with no warranties, and confers no rights. All blog entries and editorial comments are the opinions of the author.
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