20

Presenting additonal information in Retail transaction for Reconciliation purpose

There is an issue when trying to reconcile Retail with General Ledger. There is not enough information available in Retail transactions. There is requirement to add additional field for Retail transaction, Sales lines and Payment transactions. 1. Retail store transactions form - shows total sa...

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thanks for your feedback. We will continue to review this for consideration/prioritization within our product backlog.   Holly Haines - Principal Program Manager

14

Bank and safe drop from blind closed shift

When I am demonstrating the functionality around cash and bank management this is always a place where the solution falls down. Customers like the idea of blind closing shifts. But a key part of the 'cashing up' process is to complete a bank drop. At present you cannot complete a bank or safe ...

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1 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
9

Retail finance reconcilliation

In Dynamics 365 it is difficult to see if all retail transactions have been financially posted. Issues, errors and bugs sometimes results in that transactions are not included in the statements. In most companies it is common practice to perform financial period closing, and then closing the pe...

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1 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion!  We will continue to monitor this Idea and votes for consideration into our product backlog.  -Holly Haines - Principal Program Manager

5

Document handling towards statements and shifts

For a retailer there will always be some cash deviations, and for a retailer it is important to document the reason why there is a cash deviation in the tender declarations. This is often user errors or misunderstandings. The ability to document the reasons behind the issues are important, and ...

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0 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

5

Make the VAT group code on the address mandatory in case destination based tax is enabled on the channel

Setting destination based tax on the retail channel enables you to use the VAT group on address for tax calculation. However, this field is not mandatory and can be kept empty. This leads to wrong VAT calculation and cannot be corrected. 

Please make the VAT group on the ...

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0 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the suggestion.  We will continue to monitor and determine prioritization/inclusion into our product backlog.  Holly Haines - Principal Program Manager

3

POS Wrong penny diference on small amounts

If Payment amount for Deposit for Customer order registered in POS is smaller then Max penny difference then this Payment amount is posted to Penny difference voucher. Repro steps: 1. In Account receivable Parameters in Settlement tab enter Mx penny difference = 1$ 2. Login to POS and register n...

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0 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

3

Retail Post Statements in Batch will not be picked up Statements in the batch task if transactions older than 30 days

When the store statement closing method is set to Date\Time and statements with Transaction date older than 30 days are scheduled to post statements in batch, the statements will not be added to the batch task. There is a limitation in the RetailStatementPostChecker class to check for Transaction...

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1 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for the product suggestion! We will continue to monitor this idea and the votes to determine if it will be given a position in our backlog.  -Holly Haines, Principal Program Manager

1

Adjust Posted Card Fees according to Adjusted Counted Amounts for every card type

Adjust Posted Card Fees according to Adjusted Counted Amounts for every card type

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0 Comments

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Category: Financials/Statements (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback

We need some more details to understand your suggestion better and to ensure it was tied to the proper category.   Can you please create add some specific comments regarding the user scenario you wish to support? 

 

0

On Statement Posting Post Card Fees according to Counted Amounts Not to Transaction Amounts

when statement is Posted and Card Payment method has card fees defined the statement posting posts fees amounts according to transaction amount not to counted amount

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Category: Financials/Statements (9)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this idea.  Can you please add additional comments to further explain this scenario in more detail?  Thank You - Holly Haines