Generate and print product labels

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

This topic explains how to generate and print product labels that you can attach to a product or a container. A product label contains all the information about the product, including the batch number, serial number, and expiration date.

When you work with labels in Retail, you can do the following:

• Create labels for products for which the price or comparison price has changed in a store.

  To set up Retail to create product labels when prices change, you must assign product label reports to the relevant retail products. The product label reports provide the information that Retail needs to print the labels. You must set up product label reports no matter what version of Microsoft Dynamics AX 2012 you are using.

• Create product labels manually, either for one product at a time or for categories of retail products.

• In AX 2012 R3, generate product label files for multiple products at the same time.

• Select a specific size for the product labels that you print.

• Reprint labels at any time.

Prerequisites

Before you can generate and print product labels, you must set up Microsoft Dynamics AX to enable label printing. The following tasks must be completed:

• Select options in the Retail shared parameters form to specify how labels should be generated for brick-and-mortar stores. For more information about the options in this form, see Retail shared parameters (form).

• Select the reports that can be used to generate labels. The label reports contain information such as bar codes, prices, and relevant dates, and also specify the size of the labels to print and the orientation of the label page. After label reports are set up in this step, users select which report to use every time they generate labels.

Specify which stores to print labels for

Follow these steps to specify which stores you want to print labels for. You can select whether to generate labels for all stores or only selected stores. This setting only applies to brick-and-mortar stores.

1. Click Retail > Setup > Parameters > Retail shared parameters.

2. In the Retail shared parameters form, on the Labels tab, select the option to use when generating labels.

Set up product label reports

Follow these steps to set up the reports that users can select when they generate labels:

1. Click Retail > Setup > Bar codes and labels > Product label reports.

2. In the Product label report setup form, in the Report name field, click the arrow and select the product label reports to use. Add as many product label reports as you require for your products.

   Note

   The Report name field contains a list of the reports that are available in the Application Object Tree (AOT). Based on the requirements of the business, you can also create new reports and add them to the list of available reports.

Generate and print product labels

To generate and print labels that you can attach to a product or a container, follow these steps:

1. Click Retail > Periodic > Bar codes and labels > Print product labels.

2. In the Product label printing form, in the Store number field, select a store. Then, select the date when the labels become valid.

3. Depending on the version of the product that you are using, do one of the following:

   • In AX 2012 R3 click Create label by product.

   • Otherwise, click Create, and then click Create label by product.

   In the Create labels form, enter the information to filter the list of products.

4. Click OK. Retail creates product label entries for items for which the registered price on the product label has changed.

5. In the Product label printing form, change the values in the Quantity column to print the number of labels that you need.

6. Depending on the version of the product that you are using, to view a list of the labels that will be printed do one of the following:

   • In AX 2012 R3 click Labels to print.

   • Otherwise, click Transactions, and then click Labels to print.

   To view a list of labels that have already been printed, click Printed labels.

7. Depending on the version of the product that you are using, to generate labels, do one of the following:

   • In AX 2012 R3 click Print labels.

   • Otherwise, click Print, and then click Print labels.

8. Select the printer to use to print the product labels, and then click OK.

9. After the labels are generated, in the Product label printing form, you can view the quantity of labels that you requested in the Quantity column, and compare it with the quantity that was printed in the Printed quantity column.

Print product labels in Retail in Microsoft Dynamics AX 2012 R3

In AX 2012 R3, in addition to generating labels for one product at a time, you can now generate product labels for multiple products at the same time. You can also generate labels for products that are included in purchase orders or transfer orders, and for released products. You can generate labels for one or more products at the same time from any of the following forms:

• Released products

• Released product details

• Purchase order

• Posting product receipt

• Shipment

• Receive

Generate product labels for released products

You can generate labels for one or more selected products that have been released to legal entities. To generate labels for released products, follow these steps:

1. Click Product information management > Common > Released products. On the Released products list page, select one or more product rows.

   –or–

   Click Product information management > Common > Released products. On the Released products list page, double-click on a product in the list.

   –or–

   Click Retail > Common > Products > Released products by category. On the Released product details list page, select one or more product rows.

2. On the Action Pane, on the Retail tab, in the Functions group, click Print product labels.

3. In the Print product labels form, in the Report name field, select the product label report to use to generate the product labels.

4. To generate product labels for additional products, click Add products. Then, in the Add products form, select the products that you want to add from the list of available products. Click OK.

   To remove products from the list, in the Print product labels form, select the products in the list, and then click Remove.

5. In the Store number field, select the store to print the labels for.

6. In the Quantity field, enter the number of labels that you want to generate for each product in the list.

7. In the Print product labels form, click OK to generate the product labels.

Generate product labels for products in a purchase order

You can generate the labels for products that are included in a purchase order at any time in the purchase order life cycle.

Generate product labels for products in a purchase order

To generate product labels for products that are included in a purchase order, follow these steps:

1. Click Accounts payable > Common > Purchase orders > All purchase orders. On the All purchase orders list page, double-click a purchase order.

2. In the Purchase order form, on the Action Pane, on the Retail tab, click Print product labels.

3. In the Print product labels form, in the Report name field, select the product label report to use to generate the product labels for the purchase order line items.

   Note

   Only the line items that are included in the purchase order are included in the list in the form. You can remove selected line items from the list if you don’t want to print product labels for those line items.

4. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

5. In the Quantity field, enter the number of labels that you want to generate for each line item.

6. Click OK to generate the product labels for the products in the list.

Generate product labels for products in a purchase order when you generate a product receipt

To generate product labels for products that are included in a purchase order at the time that the products are received, follow these steps:

1. Click Accounts payable > Common > Purchase orders > All purchase orders. On the All purchase orders list page, double-click a confirmed purchase order in the list or confirm a purchase order.

   To confirm a purchase order, select an open purchase order. Then, on the Action Pane, on the Purchase tab, in the Generate section, click Confirmation.

2. In the Purchase order form, on the Action Pane, on the Receive tab, in the Generate section, click Product receipt.

3. In the Posting product receipt form, on the Parameters tab, select the Print product labels check box.

4. On the Overview tab, in the Product receipt field, enter the product receipt number for each line, and then click OK.

   After the receipt is posted, the Print product labels form opens.

5. In the Print product labels form, in the Report name field, select the product label report to use to generate the product labels for the purchase order line items.

   Note

   Only the line items that are included in the purchase order are included in the list on the form. You can remove selected line items from the list if you don’t want to print product labels for those line items.

6. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

7. In the Quantity field, enter the number of labels that you want to generate for each line item.

8. Click OK to generate the product labels for the products in the list.

Generate product labels for products in a transfer order

You can generate product labels for products that are included in a transfer order and include them when the products are shipped. You can also generate product labels for products that are received from a transfer order.

Generate product labels for products in a transfer order

To generate labels for products that are shipped in a transfer order, follow these steps:

1. Click Inventory management > Periodic > Transfer orders.

2. In the Transfer orders form, select a transfer order in the list that has a transfer status of Created, or create a new transfer order.

   If you select an existing transfer order, on the Lines tab, adjust the Ship date and the Receipt date, if you need to.

3. Click Posting, and then select Ship transfer order in the list.

4. In the Shipment form, enter the appropriate information to ship the order, and then, on the Overview tab, do the following:

   1. In the Update field, select the appropriate value from the list. For more information about the different values in the list, see Transfer order shipment (form).

   2. Select the Edit lines check box, if appropriate. For more information about when to select the Edit lines check box, see Transfer order shipment (form).

   3. Select the Print product labels check box.

   4. Click OK.

5. In the Print product labels form, in the Report name field, select the product label report to use to generate the product labels for the transfer order line items.

   Note

   Only the line items that are included in the transfer order are included in the list on the form. You can remove selected line items from the list if you don’t want to print product labels for those line items.

6. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

7. In the Quantity field, enter the number of labels that you want to generate for each line item.

8. Click OK to generate the product labels.

Generate product labels for products received from a transfer order

To generate labels for products that are received from a transfer order, follow these steps:

1. Click Inventory management > Periodic > Transfer orders.

2. In the Transfer orders form, select a transfer order that has a transfer status of Shipped.

3. Click Posting, and then select Receive from the list.

4. In the Receive form, enter the appropriate information to ship the order, and then, on the Overview tab, do the following:

   1. In the Update field, select the appropriate value from the list. For more information about the different values in the list, see Transfer order shipment (form).

   2. Select the Edit lines check box, if appropriate. For more information about when to select the Edit lines check box, see Transfer order shipment (form).

   3. Select the Print product labels check box.

   4. Click OK.

5. In the Print product labels form, in the Report name field, select the product label report to use to generate the product labels for the transfer order line items.

   Note

   Only the line items that are included in the transfer order are included in the list in the form. You can remove selected line items from the list if you don’t want to print product labels for those line items.

6. In the Store number field, select the store that is associated with the warehouse that you are printing labels for.

7. In the Quantity field, enter the number of labels that you want to generate for each line item.

8. Click OK to generate the product labels.

See also

Create and print labels overview

Released product details (form) (Retail)

Create a purchase order

Purchase order (form)

Purchase posting (form)

Set up transfer order lines

Receive transfer orders

Transfer order shipment (form)

Receive (form)