Compare the starting amount with the last tender declaration
Client asked why system didn't check if starting amount equal to the last tender declaration. If a cashier counted the cash was 500.00, then enter 500.00 to tender declaration, and only put 490.00 into the cash drawer, next morning another cashier will do Start amount counting, he would coun...
Need the counted qty info of each cash denomination both in D365 and POS
Currently on POS side, when store staff counted cash (start amount, bank drop, safe drop, declare tender), it only print the amount. There is no report to view the counted qty info of each cash denomination. So when there is difference, they would be able to know which denomination was counte...
Provide store managers ability to revert or modify amounts associated with unreconciled transactions.
To use when 'financial reconciliation in store' and 'cash traceability' are both enabled, this idea allows store managers to modify (update) or revert (remove) a cash movement event during the reconciliation process. The store manager can review blind-closed shifts and make adjustments as need...
3 Separate Jobs for Posting payment & Posting Sales order, Inventory & Settlement of Sales order with payment
Currently in the Statement Posting batch job the tasks are in a sequential manner and if one leg is not complete the task does not move to the next stage. So if there in an inventory error in statement, the sales order posting is stuck and due to that the payment posting cannot take place sinc...
Financial dimensions should be defaulted to the stores for all types of transactions (cash and carryout and customer orders)
One of my customers requires that the financial dimensions (after statement posting for direct sales transactions or invoicing for customer order transaction type) should be defaulted to retail stores, not customers. Per current design, it is defaulting to customers' dimensions The only way to...
Shifts || To show the open shifts too
The Shifts form (Retail and Commerce > Inquiries and reports > Shifts) currently only shows the closed shifts.
it doesn't show the open shifts at all, which makes it difficult for Finance team to track/report on the open shifts (which ain't closed for the day). There is not straight-forw...
Move total on declare tender cash count so it isn't hidden by count dialog
When you use the declare tender operation and the cash count page, the total in the bottom right corner is hidden by the dialog window that pops on the screen from the right. When users try to press enter to move to the next cash denomination, the running total can't be seen due to this.
Real-Time Data Manage Shifts Report
We are looking to create a table in SQL which would be exported from D365. This table should be able to record data for suspended/active shifts. This allows management to view a report without needing to log into the POS.
Safe Removal operation defaults payment method to Cash with no option to change to checks or any other payment method
As an end of day process a Cashier will perform a Safe Drop for the Checks collected on their shift throughout the day. There is a chance the cashier will make a mistake and accidently over declare the value of Checks on the Safe Drop. To correct this a safe removal operation is required. Howe...
Add/Set recurrence on shift Closing!
Most of the time, Store operator forget to close the shift on appropriate time. Is there a way that we can set the close shift recurrence in the back office that will automatically close the shift on the store without store operator assistance.