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Export POS screen layouts for import to a new environment

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This article describes how to export point of sale (POS) screen layouts for import to a new environment in Microsoft Dynamics 365 Commerce.

Export screen layout data

To export screen layout data from an environment, follow these steps.

  1. In the Commerce headquarters environment that you want to export data from, go to Data management > Framework parameters.

  2. Select Entity settings.

  3. Under Advanced entity configuration settings, select Refresh entity list. The following message appears at the top of the page: "The refresh entity list job is added to the queue."

  4. Go to Batch jobs > System Administration > Inquiries, and verify that the refresh entity list job was successfully completed.

  5. Go to Data management > Export.

  6. Under Group name, enter a name for the export (for example, Export POS layouts).

  7. Under Selected entities, select Add multiple.

  8. In the Add multiple dialog box, in the Target data format dropdown list, select XML-Element.

  9. Set the Skip staging option to No.

  10. For each of the following entities, filter for the entity in the Entities box, select the entity result in the Entity column, and then select Add selected.

    • Layout sizes (Include this entity only when you're exporting new layout sizes that don't exist in the new environment.)
    • RetailTillLayoutConfigurationEntity
    • POS button grid
    • POS button grid buttons
    • POS layout images
    • POS screen layouts
    • POS screen layout button grid zones
    • POS screen layout image zones
    • POS visual profiles

  11. Select Close to close the dialog box.

  12. For the RetailTillLayoutConfigurationEntity entity, in the Filter column, select the funnel symbol.

  13. In the Inquiry dialog box, for the entity where the Field value is Screen layout ID, in the Criteria column, enter criteria text (for example, SCO*), and then select OK.

  14. For the POS button grid entity, in the Filter column, select the funnel symbol.

  15. In the Inquiry dialog box, for the entity where the Field value is Button grid ID, in the Criteria column, enter criteria text (for example, SCO*), and then select OK.

  16. For the POS button grid buttons entity, in the Filter column, select the funnel symbol.

  17. In the Inquiry dialog box, for the entity where the Field value is Button grid ID, in the Criteria column, enter criteria text (for example, SCO*), and then select OK.

  18. For the POS screen layouts entity, in the Filter column, select the funnel symbol.

  19. In the Inquiry dialog box, for the entity where the Field value is Screen layout ID, in the Criteria column, enter criteria text (for example, SCO*), and then select OK.

  20. For the POS visual profiles entity, in the Filter column, select the funnel symbol.

  21. In the Inquiry dialog box, for the entity where the Field value is Profile number, in the Criteria column, enter criteria text (for example, SCO*), and then select OK.

    Note

    Filtering by specific criteria helps reduce the risk of accidental overrides in the import environment.

  22. To filter for a specific range of images, follow these steps:

    1. For the POS layout images entity, in the Filter column, select the funnel symbol.
    2. In the Inquiry dialog box, for the entity where the Field value is Image ID, in the Criteria column, enter a number range for the image IDs in the format <image ID start>..<image ID end>, and then select OK. For example, enter 60000..60026 to export all images that have image IDs from 60000 through 60026.

If you require additional filters, you can add related tables. For example, you can add the Layout sizes table to export only a specific size or sizes from the selected list of layouts. You add this table to the entity using a table join.

To add the Layout sizes table, follow these steps.

  1. Select the rows for POS screen layout button grid zones, POS screen layout image zones, and RetailTillLayoutConfigurationEntity.

  2. For the POS screen layout button grid zones entity, in the Filter column, select the funnel symbol.

  3. In the Inquiry dialog box, on the Joins tab, highlight the entity name, and then select Add table join.

  4. Select Layout sizes (Name), select Select to confirm, and then select OK.

  5. For the POS screen layout image zones entity, in the Filter column, select the funnel symbol.

  6. In the Inquiry dialog box, on the Joins tab, highlight the entity name, and then select Add table join.

  7. Select Layout sizes (Name), select Select to confirm, and then select OK.

  8. For the RetailTillLayoutConfigurationEntity entity, in the Filter column, select the funnel symbol.

  9. In the Inquiry dialog box, on the Joins tab, highlight the entity name, and then select Add table join.

  10. Select Layout sizes (Name), select Select to confirm, and then select OK.

  11. For each of the three entity rows, follow these steps:

    1. In the Filter column, select the funnel symbol.
    2. Select Add, and then, in the Table column dropdown list, select Layout sizes.
    3. In the Field column dropdown list, select Name.
    4. On the Criteria column, enter the layout size in the format <image width in pixels>x<image height in pixels> – Full (for example, 1536x864 – Full). The system then exports only this layout size.

Export and download package

After all the entities are updated with correct filters, on the Action Pane, select Export. This action initiates a batch job.

After the batch job is completed, verify that the Execution status value for all the entities is Successful. Then select Download package to download the XML package to your local machine. Verify that the package contents from the download location are correct.

Import screen layout data to a new environment

To import the screen layout data that you exported to a new environment, follow these steps.

  1. In headquarters for the new environment, go to Data management > Import.
  2. In the Group name field, enter a name (for example, Import POS layouts).
  3. Under Selected entities, select Add file.
  4. In the Add file dialog box, in the Source data format dropdown list, select Package.
  5. Under Upload import files, select Upload and add, find and select the package that you exported, and then select Open.
  6. In the Add file dialog box, select Close.
  7. After the entities are loaded, on the Action Pane, select Entity sequence.
  8. Select Auto sequence to sequence the entities in a way that considers the dependencies, and then select OK.
  9. On the Action Pane, select Import.
  10. Verify the Execution summary value, and confirm that the status for all the entities is Succeeded.
  11. Verify that the screen layouts, button grids, and visual profiles are updated.
  12. After you assign the layouts to the store, register, or user level, run scheduler jobs.
  13. Sign in to the POS, and verify the layouts.