Initialise Retail for Call Center functionality

The new Call Center functionality in Dynamics AX 2012 R3 is enabled in the Licence Configuration as part of the Retail functionality.

Call Center Licence Config

The Call Center functionality is enabled as part of the Retail Licence Configuration

You may think that enabling this is all you need to do to take advantage of all the functionality that Call Center offers, but some of it will only work if the Retail module has been initialised. For example, whilst you can use the Call Center -> Customer Service form without initialising the retail functionality, you cannot use Retail pricing on Sales orders until retail is initialised.

How to initialise retail functionality is described on TechNet, at the bottom of this article. The ‘Initialise’ button can be found on the Retail parameters form, and TechNet describes how the Legal Entity should have a Language and Address defined before you begin the procedure. An AOS restart will also be required.

Initialise Retail

Initialise the retail functionality from the Retail parameters form

This process must be done in each Legal Entity that will use Retail functionality. For example, in the Microsoft Dynamics AX 2012 R3 CU8 Solution Demo Package V1.0, retail is initialised in only five of the twenty Legal Entities.
To check if Retail is initialised in the current Legal Entity, you can use the following Job:

 static void IsRetailEnabledAndInUse(Args _args)
 {
     boolean isEnabled;
     boolean isInUse;
     ;
     isEnabled = isConfigurationkeyEnabled(configurationKeyNum(Retail));
     if(isEnabled)
     {
         isInUse = RetailParameters::isRetailInUse();
         if(isInUse)
         {
             info(strfmt("For the Legal Entity %1, Retail is both enabled and Initialised.",curext()));
         }
         else
         {
             info(strfmt("For the Legal Entity %1, Retail is enabled but not Initialised.",curext()));
         }
     }
     else
     {
         info("Retail is not enabled in the license configuration.");
     }
}

My thanks go to Mohsin Zia for the code, which you use at your own risk, and only on AX 2012 R3.

If Retail functionality has not been initialised, the Job will display the following message:

Retail Not Initialised

Retail functionality has not been initialised.

After completing Initialisation and restarting the AOS, all Call Center functionality will be available.

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2 thoughts on “Initialise Retail for Call Center functionality

  1. Pingback: Retail Pricing on standard AX Sales order | guyterry's Dynamics AX blog

  2. Pingback: Retail Pricing on standard AX Sales order - Microsoft Dynamics AX Community

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