Enable Cash register functionality for Norway in Microsoft Dynamics AX 2012 R3 for Retail (X++)

Common POS features

To learn about POS features that are available to customers in all countries or regions, see Microsoft Dynamics AX 2012 R3 for Retail documentation.

The following POS localization features that are available to customers in all countries or regions can now be used specifically for Norway:

• Print text fields on a receipt in a large font size. You can use the Font size parameter in the Receipt format designer to specify that the large font size should be used for a field in the receipt format. (The large font size is approximately double the usual font size.) For example, you can use this parameter to print the "Copy" indicator on a copy of a receipt in large characters.
• Register the printing of receipt copies in the POS audit event log. You can use the Audit parameter in the POS functionality profile to enable copies of receipts to be printed and other POS audit events to be registered. The audit events are registered in the channel database and in Retail Headquarters. You can view the audit events on the Audit events page.

Additionally, the following POS feature was implemented for Norway but made available to customers in all countries or regions:

• Register additional events in the POS audit event log. If the Audit parameter in the POS functionality profile is enabled, the following events are registered in the POS audit event log:
  • Starting training mode
  • Ending training mode
  • Clearing transactions from the channel database
  • Tax overrides
  • Price check
  • Quantity correction
  • Receipt copy printed

Norway-specific POS features

The following Norway-specific POS features are enabled when the ISO code field in the POS functionality profile is set to NO.

Digital signing of sales transactions

Every sales transaction is digitally signed. The signature is created and recorded in the POS transaction journal at the same time that the transaction is finalized. The signature is also available in the journal that is exported for audit purpose. The signing process consists of the following steps:

1. Select the next sequential number for signing purposes.
2. Extract the data fields that must be signed from the record that is being signed.
3. Build a string that consists of a comma-separated list of the data fields.
4. Add the previous signature for the same type of data.
5. Calculate a hash code of the string by using the SHA-x algorithm.
6. Encrypt the resulting string by using a digital certificate.
7. Store the string that is used for signing, the sequential number, the signature, and the thumbprint of the certificate in a fiscal response record that is linked to the transaction or event.
8. Transfer the fiscal response to the enterprise resource planning (ERP) system in Retail headquarters, together with the transaction or event.

Only transactions for cash sales are signed. Here are some examples of transactions that are excluded from the signing process:

• Prepayments (customer account deposits)
• Quotations
• Prepayments for sales orders (customer order deposits)
• Issuing a gift card and adding funds to a gift card
• Non-sales transactions (float entry, tender removal, and so on)

The data that is signed is a text string that consists of the following data fields. The data fields are separated by semicolons.

1. The previous signature for the same register. (A zero "0" value is used for the first signed sales transaction.)
2. The date of the transaction, in the format of YYYY-MM-DD.
3. The time of the transaction, in the format of HH:mm:ss.
4. The sequential number of the signed sales transaction.
5. The total amount of sales including tax.
6. The total amount of sales excluding tax.

The signature is stored in the store database and the headquarters (HQ) database together with the transaction data. You can view the transaction signature, together with the transaction data that was used to generate it, on the Fiscal transactions fast tab of the Retail store transactions form in Retail headquarters.

Receipts

Receipts for Norway can include additional information that was implemented by using additional fields:

• Receipt title: You can add a field to a receipt format layout to identify the receipt title. For example, a sales receipt will include the text "Sales receipt".
• Is gift card: You can add a field to a receipt format layout on line level to identify the type of sales line. If the sales line is of gift card the value displays "Yes", otherwise "No".
• Sequential number: A receipt can include the sequential number of a signed sales transaction. This number is used to associate the printed receipt with a digital signature in the database.
• Sales totals: Additional fields for receipt totals exclude non-sales amounts from the total transaction amounts. Non-sales amounts include amounts for the following operations:
  • Prepayments (customer account deposits)
  • Prepayments for sales orders (customer order deposits)
  • Issuing a gift card
  • Adding funds to a gift card

X and Z reports

The information that is included on X and Z reports is based on Norwegian requirements. For example, Total cash sales amounts include only amounts for cash sales transactions and exclude issue gift card operations and prepayments. Total cash sales are also listed per item group and payment method. In addition, cumulative Grand total sales and Grand total returns amounts are maintained and printed.

SAF-T Cash Register audit file

You can export the POS transaction journal in the predefined Standard Audit File - Tax (SAF-T) Cash Register format. The audit file includes information about the organization, relevant master data (such as item groups, items, and tax codes), cash sales transaction data together with signatures for those transactions, training transactions, non-sales event data and end-of-date report data.

The audit file can be exported for the following scenarios:

• Per store
• All stores
• Per terminal
• All terminals

You can also send a report from one legal entity on behalf of another legal entity. In this case, you must run the export from the operating legal entity and specify the reporting legal entity as the sender of the report.

This section describes the Retail settings that are specific to and recommended for Norway. For more information about how to set up Retail, see Microsoft Dynamics AX 2012 R3 for Retail documentation.

To use the Norway-specific functionality for Retail, you must complete these tasks:

• Set the Country/region field to NOR (Norway) in the primary address of the legal entity.
• Set the ISO code field to NO (Norway) in the POS functionality profile of every store that is located in Norway.

You must also specify the following settings for Norway.

Set up the legal entity

Make sure that the name of the legal entity is specified. This name will be printed on X and Z daily reports and SAF-T report.
Additionally, on the Tax registration fast tab, in the Tax registration number field, specify the organization number.

Set up value-added tax (VAT) per Norwegian requirements

You must create sales tax codes and specify a standard SAF-T cash register code on the Report Setup fast tab of the Sales tax codes form. You must also create sales tax groups and item sales tax groups, and set up sales tax information for products and services. For more information about how to set up and use sales tax in Microsoft Dynamics AX 2012, see Setting up sales tax codes [AX 2012], Setting up sales tax groups and item sales tax groups [AX 2012].
You must also specify sales tax groups and enable the Prices include sales tax option for stores that are located in Norway.

Set up item groups per Norwegian requirements

You must specify a standard SAF-T Cash register code on the Setup fast tab of the Item groups form.

Set up tender type per Norwegian requirements

You must specify standard SAF-T Cash register code in the Payment methods form.

Set up functionality profiles

You must enable auditing by setting the Audit option to Yes. You must also define the receipt numbering for Receipt transaction type Training sales.

Configure receipt formats

For all required receipt format, change the value of the Print behavior field to Always print.

In the Receipt format designer, add the following fields to the appropriate receipt sections.

1. Header: Add the following field:
   • Receipt title: This field identifies the type of receipt.
   • Sequential number: This field prints the sequential number of a signed sales transaction.
2. Lines: Add the following fields:
   • Is gift card: This field identifies the sales line as related to gift card operation.
3. Footer: Add the following fields:
   • Total (sales): This field prints the receipt's total cash sale amount. The tax amount, prepayments and gift card operations are excluded.
   • Total tax (sales): This field prints the receipt's total tax amount for cash sales. Prepayments and gift card operations are excluded.
   • Total with tax (sales): This field prints the receipt's total cash sale amount. The amount includes tax and excludes prepayments and gift card operations.
   • Tax amount (sales): This field prints the receipt's tax amount for cash sales per sales tax code. Prepayments and gift card operations are excluded.
      

For more information about how to work with receipt formats, see Set up receipt formats [AX 2012].

Configure Norwegian SAF-T Cash Register report export

Norwegian SAF-T Cash Register report export is implemented using Application Integration Framework (AIF). To enable archive export, you must configure an outbound integration port for it:

1. Export the XSLT file from the Application Object Tree (AOT)
   1. Open AOT > Resources, and select the resource AifOutboundPortReportSAFTCashRegister_NO;
   2. Right-click the resource and select the Export option from the context menu;
   3. Specify the file name and click OK.
2. Configure an outbound port:
   1. Open System administration > Services and Application Integration Framework > Outbound ports for electronic audit reports;
   2. Click Create / Update ports. This will populate the list of default formats;
   3. Select the SAF-T Cash register format;
   4. Specify the path to the earlier exported XSLT file in the Import XSLT field;
   5. Specify the Default export path;
   6. Click Create / Update ports once more. This will import the XSLT file and create the SAFTCashRegister outbound port;
   7. Right-click the Outbound port field and select View details;
   8. In the Outbound ports form, select the SAFTCashRegister port and click Activate.

You must also map required master data to predefined SAF-T standard codes. For more information, see the SAF-T Cash register documentation that is provided by the Norwegian Tax Administration. To create the mapping, you must set the new SAF-T Cash register code field on the following pages:

• Item groups
• Payment methods
• Sales tax codes

In order to generate the Norwegian SAF-T Cash Register report, you must navigate to Retail > Periodic > SAF-T cash register.

Reinitialize Retail components

Note: You only need to complete the steps of this section if you are updating an existing environment.

To enable audit events, you must reinitialize the Retail Extensible enumerations. To enable transmitting Norway-specific data from POS to Retail headquarters, you must reinitialize the Retail Scheduler.

On the Retail parameters form, click Initialize.

Configure POS

See KB 4462547 for the configuration procedure for POS.