How to: Update Receipt Templates

Sample files
N/A

Further reading
Microsoft Dynamics AX 2012 for Developers [AX 2012] SDK Download RunOperation Method

Tutorial
The AX retail solution includes the ability to customize receipts printed by the by Retail Point of Sales (POS) application. Receipt templates are used to customize the layout and content of a receipt and can be uniquely defined for different types of receipts (such as customers sales receipt, invoice, credit memo, etc.). Receipt profiles may be created that includes a a set of receipt templates, and these are then associated with the printer use by POS. One can see and change which receipt profiles is associated with a given receipt printer via the following steps in AX: 1. Navigate to the Retail area landing page for your company 2. Open the POS hardware profile form by selecting Setup->POS->Profiles->Hardware profiles 3. Ensuring the profile number for the store you want to change selected. Then expand the fast tabs Printer and Printer 2 as shown in the image below. The Receipt Profile ID shows the selected receipt profile for each printer:

To view the Receipt profile form (see image below), one may do either of the following steps: Right click on the drop down box next to Receipt profile ID in the POS hardware profile form and then select View details from the pop-up list. -ORSelect Setup->POS->Profiles->Receipt profile under the Retail area page.

Editing a receipt template is done as follows: 1. Open the Receipt profile form (see previous steps) 2. Select the line with the desired receipt type and then click the Designer button. 3. The template consist of three(3) main areas, the Header, Lines and Footer. As the names imply, the Header is printed at the top of the receipt, the Footer at the bottom, and the Lines contains the part of the receipt which may vary based upon the transaction (such as the line items). 4. Select the section you wish to modify (such as Header) and the available receipt variables will be displayed in the column on the left. These may then be dragged and dropped onto the appropriate section on the right. On the right one may customer the number of lines available for the section. 5. The number of characters for a field may be adjusted using Characters setting on the bottom of the form. Variables placed on the template may be repositioned, edited, or deleted as needed. 6. If you are happy with your changes and would like to keep them press the Save item in the menu. 7. Close the form when done using the Close button.

Now that the Receipt template has been modified all that remains is to send that data down to the stores that will be using this template. That can be accomplished by performing the 1090 distribution scheduler jobs (either the A-1090 or N-1090). For example: 1. Navigate to the Retail area landing page for your company 2. Open the Distribution schedule form by selecting Periodic->Retail schedulers->Data distribution->Distribution schedule 3. Select the N-1090 job and then press the Run directly menu item.