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  • 1. Release NotesMicrosoft Dynamics AX for Retail HeadquartersMarch 2012

2. Microsoft Dynamics is a line of integrated, adaptable business management solutions that enables youand your people to make business decisions with greater confidence. Microsoft Dynamics works like andwith familiar Microsoft software, automating and streamlining financial, customer relationship and supplychain processes in a way that helps you drive business success.U.S. and Canada Toll Free 1-888-477-7989Worldwide +1-701-281-6500www.microsoft.com/dynamicsThis document is provided "as-is". Information and views expressed in this document, including URL and otherInternet Web site references, may change without notice. You bear the risk of using it.Some examples depicted herein are provided for illustration only and are fictitious. No real association or connectionis intended or should be inferred.This document does not provide you with any legal rights to any intellectual property in any Microsoft product. Youmay copy and use this document for your internal, reference purposes.Copyright 2012 Microsoft. All rights reserved.Microsoft, Microsoft Dynamics,Excel, SQL Server, andthe Microsoft Dynamics Logoare trademarks of the Microsoftgroup of companies.All other trademarks are property of their respective owners. 3. Table of contentsIntroduction ..................................................................................................................................... 1Installation notes ............................................................................................................................. 2Microsoft SQL Server .................................................................................................................... 2Licensing ....................................................................................................................................... 3Retail Headquarters...................................................................................................................... 3Import demo data ........................................................................................................................ 5Import data from other sources ................................................................................................... 5Set up payment processing .......................................................................................................... 5Known issues.................................................................................................................................... 6Bar code setups ............................................................................................................................ 6Company duplication.................................................................................................................... 6Currencies ..................................................................................................................................... 6Customers..................................................................................................................................... 6Customizations ............................................................................................................................. 7Dimensions ................................................................................................................................... 7Discounts ...................................................................................................................................... 7Distribution ................................................................................................................................... 7Documentation ............................................................................................................................. 7Enterprise Portal reports .............................................................................................................. 7Financial dimensions .................................................................................................................... 7Gift cards ...................................................................................................................................... 8Income Account and Expense Account operations ...................................................................... 8Item import................................................................................................................................... 8Installation .................................................................................................................................... 9Jobs ............................................................................................................................................... 9Locale in functionality profile ....................................................................................................... 9Loyalty .......................................................................................................................................... 9Network Load Balancing ............................................................................................................... 9Number sequences ..................................................................................................................... 10Payment processing ................................................................................................................... 10Performance ............................................................................................................................... 10Receipt numbers......................................................................................................................... 12Receipt printing .......................................................................................................................... 12Replication and Retail Scheduler ................................................................................................ 13Retail POS ................................................................................................................................... 13Rounding..................................................................................................................................... 13Sales orders ................................................................................................................................ 13Storage dimensions .................................................................................................................... 13Release Notes for Retail HeadquartersTable of contentsi 4. Statement posting ...................................................................................................................... 14Taxes ........................................................................................................................................... 14Tender types ............................................................................................................................... 14Trade agreements ...................................................................................................................... 14Upgrade ...................................................................................................................................... 14Release Notes for Retail HeadquartersTable of contentsii 5. IntroductionThis document provides late-breaking or other information that supplements the MicrosoftDynamics AX for Retail documentation. It contains notes and tips about installing MicrosoftDynamics AX for Retail Headquarters and provides the list of known issues with RetailHeadquarters, together with suggestions for working around known issues (where available).Release Notes for Retail Headquarters Introduction1 6. Installation notesThis section provides some basic information about installing Retail Headquarters. For completeinstallation instructions, system requirements and prerequisites, and deployment checklists, seethe following documents:Deployment and Installation Guide. This guide is installed with Retail Headquarters and istypically located in the C:Program FilesMicrosoft Dynamics AX50ClientBin folder, in thesubfolder for the appropriate locale.Implementation Guide for PCI Compliance. This guide is installed with Microsoft DynamicsAX for Retail POS and is typically located in the C:Program FilesMicrosoft DynamicsAX50Retail POS folder, in the subfolder for the appropriate locale.Importanto Deployment is a complex process with many interdependent steps. Do not proceed with deployment without reading the documentation.o Install all prerequisites before installing one of the Microsoft Dynamics AX for Retailprograms.o Microsoft Dynamics AX 2009 Roll-up 7 is a prerequisite for Retail Headquarters.Microsoft SQL ServerThe version of Microsoft SQL Server to deploy depends on the amount of data that yourorganization anticipates. For example, the database size limit for SQL Server 2008 Express is4 GB and the size limit for SQL Server 2008 Express R2 is 10 GB. Organizations with largeamounts of data should choose SQL Server 2008 Standard or Enterprise.SQL Server must be installed on the following computers in a Retail Headquarters deployment:The head-office database server. This is typically Microsoft SQL Server 2005 or MicrosoftSQL Server 2008 Standard or Enterprise, deployed as part of the Microsoft Dynamics AX2009 deployment. For Retail Headquarters deployment, verify that the settings for thisinstance to ensure PCI compliance. The settings required for PCI compliance are described inthe Deployment and Installation Guide.Computers where Retail Store Connect is installed and configured. These are typicallyinstances of SQL Server 2008 Express Edition that are installed specifically for use with theRetail S