Remit Declare Tender Process
When a manager goes to close out a shift enters in the tender then later discovers there is a mismatch in what the cashier should have vs. what they have they go and research before closing the shift. Once they determine the issue they need to put notes on the shift as to what details of the i...
Business date not presented for retail transactions in AX
Business date from table RetailTransactionTable is not presented in AX. This is important information as it decides on which day retail transaction will be posted.
Go to form Retail transactions and verify that this value is not presented and it cannot be added to this for...
You can personalize the Store transactions form and add the Business date field now.
Cash Management - Warning on close shift of a discrepancy
It would be really useful if the POS warned the user of a discrepancy between cash taken and counted before closing the shift. The functionality would check each payment method where counting is required, and identify if a discrepancy is present. If yes this would then warn the user about the d...
This has been implemented in the solution. Please refer the below docs:
Financial reconciliation in retail stores - Commerce | Dynamics 365 | Microsoft Learn
Cash management overview - Commerce | Dynamics 365 | Microsoft Learn
Add filters to the "Show Journal" in POS
To make it easier to browse the transaction journal in POS it would be nice to have the possibility to filter on different fields like the transaction types, register, operator id, etc. It could make easier for example to filter on "Safe drop" to get an overview of the "Safe drop" transactions...
The Show jounal view now provides a way to filter the transactions.
Administrator
Please check out the documentation below as the configuration "Enabled financial reconciliation in Store" under the POS functionality profile provides this capability.
https://learn.microsoft.com/en-us/dynamics365/commerce/fin-recon