A Functionality Profile in Dynamics 365 Commerce defines the operational behavior and feature set of the Point of Sale (POS).
It controls authentication methods, transaction rules, printing behavior, receipt numbering, discounts, and other POS capabilities.
Creation
Navigation Path
Modules → Channel setup → POS profiles → Functionality profiles → New
Create a new profile with the following:
- Profile ID: FN001
- Description: Standard Profile
General Tab Configuration
Configure the basic POS behavior and receipt settings.
- Locale ISO (US)
- Create customer order in async mode (
Yes / No) - Use realtime service for order creation with async backup (
Yes / No) - Prompt for phone number and email for asynchronous order cancellation (
Yes / No) - Default transactions as Customer Orders (
Yes / No) - Receipt profile ID (Email)
Functions Tab Configuration
- Logon authentication method: Personnel ID and Password
- Show staff list at logon (No)
- Staff barcode logon: No
- Staff bar code logon requires password (No)
- Staff card logon (Yes)
- Staff card logon requires password (Yes)
- Generate loyalty card number: No
- Enable time registration: No
Reporting
- Print X/Z report on POS: Yes
- Print tender detail on X report: Yes
Transaction Behavior
- Aggregate product: Yes
- Aggregate product for printing: Yes
- Require starting amounts and tender declaration: Yes
- Show product kit details on receipt: Yes
- Always expand transaction screen line details: Yes
- Print void transaction receipts: Yes
- Change due: Always
- Void when closing shift: Yes
Data Retention
- Days transactions exist: 90
- Days of customer history: 90
Search & Customer Experience
- Advanced search results: 50
- Enable remote customer lookup: Yes
- Default to cashier when available: Yes
- Show suggestions while typing: Yes
Sales & Inventory
- Sales order invoice: Yes
- Inventory availability calculation mode: Real Time Service
Amount Tab Configuration
| Setting | Value |
|---|---|
| Apply discounts to unit price | Yes |
This ensures discounts are calculated at the unit price level rather than on the line total.
Info Codes Setup
Attach the following Info Codes to capture additional transaction details:
- Return transaction (RETURN)
- Product discount (DISCOUNT)
- Total discount (DISCOUNT)
- Return product (RETURN)
Receipt Number Series Configuration
Define receipt number formats to ensure unique and traceable transaction identifiers.
Setup Path
Receipt Number tab → Configure number series
Recommended Formats
| Transaction Type | Format |
|---|---|
| Sales | PSSSSTTMMYY######## |
| Returns | RSSSSTTMMYY####### |
| Sales Order | OSSSSTTMMYY####### |
| Quote | QSSSSTTMMYY####### |
| Suspended Transaction | USSSSTTMMYY####### |
Receipt Number Format Explanation
| Symbol | Meaning |
|---|---|
| # | Sequential receipt number |
| S | Store number |
| T | Terminal number |
| C | Staff ID |
| ddd | Day of the year (1–366) |
| MM | Month |
| DD | Day |
| YY | Year |
Example
Format: PSSSSTTTT######
Sample receipt:
P00040011001234
Where:
- Store = 0004
- Terminal = 0011
- Sequential = 001234
