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Set Up Retail Stores

This page explains how to set up retail stores in AvaTax for Microsoft Dynamics AX Retail.

Set up your store

  1. In Microsoft Dynamics AX 2012, and navigate to Area Page > Your Company > Retail.

    DAXR - Set up your store 1.png
  2. On the Retail Area page, click the triangle icon next to Retail Channels to view your stores.

    DAXR - Set up your store 2.png
  3. On the Retail Stores page, scroll to the Store Number. For a store that’s set up to use AvaTax, the Store Number must match  the Location Code in the Admin Console. For more information, read locations.
    DAXR - Set up your store 3.png

Match distribution locations to the Admin Console location code

To see Store Details, right-click the Store Number and click View Details.

Note
The address must be an exact match for the address you have in the Admin Console to ensure that AvaTax Local POS can exchange data with AvaTax based on this address.

DAXR - Set up your store 5.png

Run batch scheduler scripts

  1. In Microsoft Dynamics AX 2012, navigate to Area Page > CERW > Retail.

    DAXR - Set up your store 6.png
  2. On the Retail Area page under Retail Scheduler, click Distribution Schedule.
    DAXR - Set up your store 7.png
  3. On the Distribution Schedule, run the scripts below to transfer AvaTax setup values to the correct retail stores:

Note:

  • Make sure you are running updates on the retail stores you want to update.
  • Inspect the Distribution Locations for each of the scripts.
  1. Run the N-1010 scripts for Customers:
  2. On the File menu, click N-1010: Customers.
  3. Check the address in the Distribution Location List.
    DAXR - Set up your store 8.png
  4. Right-click Default Include List and then click View Details to view the stores that are included in the distribution.
    DAXR - Set up your store 9.png
    • The stores included in the distribution are listed in the Distribution Location List.
      Note:
      Check the Distribution Location List stores as above for each of the batch scripts below, to ensure that AvaTax is used to calculate sales tax for these store locations.

      DAXR - Set up your store 10.png
  5. Click Run Directly.
    DAXR - Set up your store 11.png
  6. In the message that asks, "Do you want to run job N-10," click Yes. 
    DAXR - Set up your store 12.png
  7. Run the script for N-1070 for Stores and Tenders:
  8. On the File menu, click N-1070: Stores and Tenders.
  9. Repeat steps B-G listed above.
    DAXR - Set up your store 13.png
  10. Run the script for N-1080 for Tax:
  11. On the File menu, click N-1080: Tax.
  12. Repeat steps B-G listed above.
    DAXR - Set up your store 14.png
  13. Run the script for N-1090 for Registers:
  14. On the File menu, click N-1090: Registers.
  15. Repeat steps B-G listed above.
    DAXR - Set up your store 15.png
  16. Run the script for N-AVA-0002 for AvaTax Configuration:
  17. On the File menu, click N-AVA-0002: AvaTax Configuration.
  18. Repeat steps B-G listed above.
    DAXR - Set up your store 16.png