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Audit Manager Access permission overrides at POS

When a cashier does not have permissions to perform an operation, POS prompts for a manager to enter their credentials to provide a manager override and permit the operation to continue. When this occurs, the event can be logged for audit purposes. In order to review this information it may be desirable to aggregate all of these audit log entries into AX.

Store Setup
1. POS Functionality profile settings a. Retail > Setup > Pos > Profiles > Functionality profiles i. Audit = CHECKED 2. Run Retail Scheduler jobs

Retail Scheduler Setup

1. Update RetailLog table to include extra fields required by Retail Scheduler for pull jobs. a. Add Origin column i. RetailLog table > Fields > New > String ii. Name = Origin iii. ExtendedDataType = RetailConnDistributionLocationId b. Add LocationIdx index i. RetailLog table > Indexes > New Index ii. Name = LocationIdx iii. Add field Origin iv. Add field replicationCounterFromOrigin 1. IncludedColumn = YES 2. Add new RetailLog table subjob a. Retail > Setup > Retail scheduler > Scheduler subjobs b. Click New to create a new subjob i. Subjob number = ADDP-LOG ii. Description = RetailLogTable iii. Setup > Table mapping 1. Pull data = CHECKED 2. Retail channel schema = AX 2012 R2 POS 3. Channel table name = RETAILLOG 4. Microsoft dynamics ax table name = RetailLog 5. Temporary table = RetailLogX iv. Setup > Replication 1. Insert = CHECKED v. Replication > Replication counters

1. Replication counter


c. Click Transfer field list to define the field/column mapping i. Click Functions > Match fields to have automatically generate the field mappings.

ii. Select the RECID row and click Delete to remove the RecId column as this field is automatically populated by Microsoft Dynamics AX.

iii. Final field list.

d. After generating the transfer field mapping, go back to the Scheduler subjob form and click Create staging table. i. You may see infolog messages related to existing staging tables.

3. Add the new RetailLog subjob to P-Job definition a. Retail > Setup > Retail scheduler > Scheduler job b. Select the relevant P-Job ( eg. P-0001) c. In the Subjobs fast tab, click New and select the RetailLogTable subjob created in step #2 above. (eg. ADDP-LOG)

Daily operations
Start POS, perform log-in/out and operations that require manager override permissions. This will populate the RetailLog table with audit records.

When the P-Job for the store is run (either scheduled, or on-demand via the Run job directly menu in AX), the contents of the RetailLog table will be pulled up to AX along with the rest of the P-job tables. The RetailLog table may then be included in AX queries or reports to display the audit information collected by each store.