An update is available for Microsoft Dynamics AX 2012 R2. This update installs features required to support the processing of gift card operations in retail sales on POS according to local requirements in Russia. This update includes the following changes:
- Posting a customer payment made in POS for an issued gift card as a prepayment in AX
- Printing information about a payment with a gift card in a fiscal receipt as a discount or in a separate payment line
- Refunding a customer for a return of goods purchased and paid with a gift card by issuing a new gift card or adding to an existing gift card in POS
Before installing this update, you are required to install the update 2873733.
For more information about update 2873733, click the following article number to view the article in the Microsoft Knowledge Base: 2873733 A country-specific update that supports the integration of POS with fiscal printers in Russia in Microsoft Dynamics AX 2012 R2
Posting prepayments for issued gift cards
In order to post a customer payment made in POS for an issued gift card as a prepayment in AX, you need to enable the
Process gift card operations as prepayments flag in
Retail parameters. You may optionally set the
Posting profile for prepayments to post prepayments for gift cards using this posting profile.
The gift card issue operation is reflected in a fiscal receipt similar to a regular POS sales transaction. Sales tax is calculated according to the gift card item settings.
Printing gift card operations in fiscal receiptYou may reflect a payment in POS with a gift card in a fiscal receipt in the following ways:
- As a separate payment line. This is a default behavior.
- As a specific discount line before the receipt total amount. This reduces the receipt amount by the gift card payment amount. In order to do this, you need to create a specific gift card discount line in the fiscal printer configuration file. In this case, a separate payment line for the gift card payment will not be printed.
Return of goods paid with gift card
When a customer returns goods purchased and paid with a gift card, you may want to refund the customer with a gift card as well. In order to do this, you may register a refund payment with a gift card in POS as part of the return transaction. You may also issue a new gift card with zero initial balance in this return transaction in POS and then use this gift card for the refund payment.
A refund payment with a gift card may be reflected in a fiscal receipt for a return transaction as either a separate payment line or a discount line, similar to a fiscal receipt for a sales transaction.