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POS Report Development Walkthrough

This document discusses developing and configuring a report in Dynamics 365 Retail POS. It provides steps to create a "Sales by Sale Person" report that will run against the retail channel database and be accessible directly from the POS terminal. The report is not complex to develop and only requires defining the XML report, SQL query for the data, and column requirements. It demonstrates opening the channel report configuration in AX, creating a new report with ID 114 and description "Sales by Sale Persons", and selecting the appropriate POS permission group to control who can view or run the report.

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268 views3 pages

POS Report Development Walkthrough

This document discusses developing and configuring a report in Dynamics 365 Retail POS. It provides steps to create a "Sales by Sale Person" report that will run against the retail channel database and be accessible directly from the POS terminal. The report is not complex to develop and only requires defining the XML report, SQL query for the data, and column requirements. It demonstrates opening the channel report configuration in AX, creating a new report with ID 114 and description "Sales by Sale Persons", and selecting the appropriate POS permission group to control who can view or run the report.

Uploaded by

My emaiaa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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09/10/2019 POS: - Retail Report Development & Configuration.

- CloudFronts

31
Mar’17
WANT TO
D365 Retail STREAMLINE YOUR
POS: – Retail Report Development & Configuration. BUSINESS
PROCESSES?

Introduction:
Enter your name*
There is server requirement from client, that They required few Reports and KPI  directly on the
POS on store. Like Sales by Hours or sales by Item. This report run against the retail channel
Database which is connected to that speci c terminal. enter your email id*

This report is not too complex to develop on other word you can say its does not required any
heavy development for these reports. it required on XML report de nition, SQL Query for the
Data or as requirement of column.

In Below Presentation, I will demonstrate you “ Sales by Sale Person” Report. This report is
most commonly request from client.
I’M INTERESTED
Step 1:
Open the AX Client and goto  Retail -> Setup -> Channel Report Con guration

Recent Articles

Overbooking Bookable
Resources in D365 PSA v3
2 October’ 2019
While booking resources, you
often don’t pay attention to how
much capacity the resource has.
Or rather, you are a...
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Open Channel Report Con guration.


Modified By (Delegate) &
Created By (Delegate) in
D365
26 September’ 2019
These fields which are
everywhere but you don’t really
pay attention to really mean
something worth. So if you fee...
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by-delegate-created-by-delegate-in-
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Inventory Posting Group


and Inventory Posting
Setup in Dynamics 365
Business Central
26 September’ 2019
Click on New Button, Once you click on New button Provide New Report ID :- 114 and
Description :- Sales by Sale Persons Inventory Posting Group: Use to
specify the type of Inventory or
In Report Details Section, select POS Permission Group in Permission Group elds group the item. Inventory
Posting setup: Use to combine...
For E.g. if casher want to run or view this report then select Cashier or if only Manager can view
or run this report then select Manager. Read more
(https://www.cloudfronts.com/inventory-
posting-group-and-inventory-posting-
setup-in-dynamics-365-business-
central/)

How to avoid the


reposting of Old Email
Activity on the Activity
Timeline of Lead when
Lead is Assigned to new
Owner
25 September’ 2019
Problem: Whenever we are
assigning the new owner to
Lead present in the CRM, the
Last Date Modified of the Email
Activit...
Read more
(https://www.cloudfronts.com/how-
Report De nition XML, here you can develop the report. to-avoid-the-reposting-of-old-email-
activity-on-the-activity-timeline-of-
With below code. Which is combination XML report de nition, SQL Query.
lead-when-lead-is-assigned-to-new-
owner/)

Create Azure Connector


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With ARM(Azure Resource
Manager) Configuration
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09/10/2019 POS: - Retail Report Development & Configuration. - CloudFronts
25 September’ 2019
<?xml version="1.0" encoding="utf-8"?><RetailReport xmlns="http://schemas.microsof
t.com/dynamics/retail/2013/06/retailreportdefinition"><Title>SALESBYSALESPERSON</Ti While Creating Any Cloud-Hosted
tle><DataSet><DataSourceType>OLTP</DataSourceType> Environment in LCS it Is
Necessary to create Azure
<Query> Connector for which ARM(Azure
Resourc...
<![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES , C
AST(SUM(RTL.NETAMOUNT) * - 1 AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RTL.NETAMO Read more
(https://www.cloudfronts.com/create-
UNT) * -1 AS DECIMAL(18,2)) AS AVGSALESAMOUNT
azure-connector-with-armazure-
resource-manager-configuration/)
FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN

ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.STOR


E AND RTL.TERMINALID = RTA.TERMINAL AND

RTL.TRANSACTIONID = RTA.TRANSACTIONID LEFT OUTER JOIN


Categories
ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID

WHERE RTA.CHANNEL = @bi_ChannelId AND D365 - General


(/category/d365-general)
@dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND

(RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14) D365 Project Service


Automation
AND RTA.PAYMENTAMOUNT <> 0.00
(/category/d365-psa)
AND RTL.TRANSACTIONSTATUS = 0

group by RST.NAMEONRECEIPT
D365 Field Service
(/category/d365-field-
ORDER BY SALESPERSON]]> service)
</Query></DataSet>

<ReportParameters><ReportParameter Name="dt_StartDate" DataType="DateTime" Label="S D365 Sales (/category/d365-


TARTDATE" DefaultValue="2014/1/1"/><ReportParameter Name="dt_EndDate" DataType="Dat sales)
eTime" Label="ENDDATE" />

</ReportParameters> D365 Customer Service


(/category/d365-customer-
<ReportCharts>
service)
<ReportXYChartCategories="SALESPERSON"><Series>SALESAMOUNT</Series></ReportXYChart>

D365 Finance and Operations


<ReportXYChartCategories="SALESPERSON"><Series>TRANSACTIONLINES</Series></ReportXYC
hart> (/category/d365-finance-
operations)
<ReportXYChartCategories="SALESPERSON"><Series>AVGSALESAMOUNT</Series></ReportXYCha
rt>
D365 Retail (/category/d365-
</ReportCharts></RetailReport> retail)

Report Definition XML Explanation D365 Business Central


XML Report De nition (/category/d365-business-
central)
Below Part is XML Report De nition of POS Report.

<?xml version="1.0" encoding="utf-8"?><RetailReport xmlns="http://schemas.micro Power BI (/category/bi)


soft.com/dynamics/retail/2013/06/retailreportdefinition"><Title>SALESBYSALESPER
SON</Title><DataSet><DataSourceType>OLTP</DataSourceType>
Azure and Office 365
SQL Query (/category/azure-office365)
With help of SQL Query, you can set report logic. For Sales by Sales Person report below is
SQL Query. You can also use stored procedures.

<Query>

<![CDATA[SELECT RST.NAMEONRECEIPT AS SALESPERSON, count(*) as TRANSACTIONLINES


, CAST(SUM(RTL.NETAMOUNT) * - 1 AS DECIMAL(18,2)) AS SALESAMOUNT, CAST(AVG(RT
L.NETAMOUNT) * -1 AS DECIMAL(18,2)) AS AVGSALESAMOUNT

FROM ax.RETAILTRANSACTIONSALESTRANS RTL INNER JOIN

ax.RETAILTRANSACTIONTABLE RTA ON RTL.CHANNEL = RTA.CHANNEL AND RTL.STORE = RTA.


STORE AND RTL.TERMINALID = RTA.TERMINAL AND RTL.TRANSACTIONID = RTA.TRANSACTION
ID LEFT OUTER JOIN

ax.RETAILSTAFFTABLE RST ON RTL.STAFF = RST.STAFFID

WHERE RTA.CHANNEL = @bi_ChannelId AND

@dt_StartDate <= RTA.TRANSDATE AND @dt_EndDate >= RTA.TRANSDATE AND

(RTA.TYPE = 19 OR RTA.TYPE = 2 OR RTA.TYPE = 14)

AND RTA.PAYMENTAMOUNT <> 0.00

AND RTL.TRANSACTIONSTATUS = 0

group by RST.NAMEONRECEIPT

ORDER BY SALESPERSON]]>

</Query></DataSet>

Report Parameter

This Dataset you to de ne report input parameter. In this Example Start date and End Date
is Input parameter. When user want check data with speci c date range then he can enter
start and End date.

<ReportParameters>

<ReportParameter Name="dt_StartDate" DataType="DateTime" Label="STARTDATE" Defa


ultValue="2014/1/1"/><ReportParameter Name="dt_EndDate" DataType="DateTime" Lab
el="ENDDATE" />

</ReportParameters>

Report Charts
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Report chart is used to Display chart on elds which you de ne in SQL Query Section. Here
in this Example, I de ne SALESAMOUNT, TRANSACTIONLINES & AVGSALESAMOUNT.

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09/10/2019 POS: - Retail Report Development & Configuration. - CloudFronts

<ReportCharts>

<ReportXYChartCategories="SALESPERSON"><Series>SALESAMOUNT</Series></ReportXYCh
art>

<ReportXYChartCategories="SALESPERSON"><Series>TRANSACTIONLINES</Series></Repor
tXYChart>

<ReportXYChartCategories="SALESPERSON"><Series>AVGSALESAMOUNT</Series></ReportX
YChart>

</ReportCharts></RetailReport>

Step 2:
Once Step 1 is completed, we need to set this report to POS. so that user can use this report.

We need to run job for the Report to all channel.

In AX, go to Retail -> Periodic -> Data distribution -> Distribution schedule

Run the JOB ID: – 1110. And wait for couple of minutes to complete the job. After Complete the
Job Open AX POS and Go to POS Report. You will be able to see Sales by Sales Person Report.

Conclusion:
By Using, XML Report De nition, SQL Query, Report Parameter and Report Chart you can
develop POS Report.

Written by
Team Member
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