Dynamics 365 Commerce

Our local currency is CHF, and we have payments in CHF and EUR. We wanted to create an expense account entry which was paid out in 100 EUR. We performed the following steps to create the entry:

·      Clicked on Expense Account

·      Selected the Account

·      Entered the amount 100 and saved

·      The line got added to the cart

·      Initiated payment in EUR, the currency conversion took place, and the amount was updated as 102.87

From the above behavior of the system we understood that the amount provided for the income/expense account is always in local currency and when initiating the payment in foreign currency system would apply the conversion.

So, to create the entry we tried the following workaround:

·      We calculated the currency conversion manually for 100 EUR to CHF which would be 97.21

·      Created the expense account for 97.21

·      Initiated the payment in EUR system applied the currency conversion and updated the amount as 100 EUR and the transaction was completed.

The above workaround is not feasible as it is time consuming and there are always room for error. We have lot of stores in Europe region and there are mostly payments in local currency and EUR. It would make life simple if system could support to key in the amount in foreign currency or provide the currency conversion in the screen where the amount is entered before processing the payment.

P.S. We are also using the Income account (for cash-in) and Expense account (for cash-out) for recording cash transfers between the stores. As the tender removal and float entry operations out of the box doesn’t create any financial voucher entries in the system. So this functionality is really needed for the business for recording the day to day cash transfer transactions between the stores.

Currently, we have a product limitation where we're unable to issue internal gift cards through POS if the gift card is set as a "Product Master". They can only be issued through e-commerce and call center.

This is preventing customers from using the internal gift cards to their full potential if they need to sell pre-defined amount gift card variants out of the box through POS.

Note that this limitation doesn't seem to be mentioned in Microsoft's public documentation on internal gift cards, which can cause further confusion. Therefore, updating the public documentation to reflect the current limitation would be appreciated in the meantime.

We try to integrate 3rd party POS through standard entities. We have an entity for most of what we need, but one thing is missing - the tender declaration transactions (=counting of money in till at the end of the day).

The entity RetailTransactionTenderDeclarationTrans does exist, but cannot be used for data import. It looks like it can only be used for updating existing transactions, as part of the Retail auditable transaction composite entity (https://learn.microsoft.com/en-us/dynamics365/commerce/edit-cash-trans).

It should be possible to import the whole dataset from a store using standard entities and there should be an entity for the tender declaration. I have heard that it might have been possible before, but was later deprecated.

Create Security Groups in AAD:Go to the Azure Portal.Navigate to Azure Active Directory > Groups.Create a new security group for each brand and add the respective administrators to the group.Assign Security Groups in Site Builder:In the Commerce Site Builder, select the site for the brand.Go to Site Settings > Staff.Add the security group for the brand to the site. This will restrict access to the site to members of the security group.Verify Access Control:Ensure that administrators can only access their designated brand's site and cannot see or manage other brands' sites.

Example:

Create Security Groups:

Brand A: BrandA_Admins

Brand B: BrandB_Admins

Brand C: BrandC_AdminsAssign Security Groups to Sites:

For Brand A's site, assign the BrandA_Admins group.

For Brand B's site, assign the BrandB_Admins group.

For Brand C's site, assign the BrandC_Admins group.Configure Site Settings:

In Site Builder, go to Site Settings > Staff for Brand A's site.

Add BrandA_Admins to the site.

Repeat for Brand B and Brand C with their respective security groups.

When Azure process it's enable on Commerce parameters the search process on POS is changed from  SQL search to Azure search and that change the user way to find items o POS screen. With SQL Search users do not need include asterisk in POS screen to find items or customer with partial text, and when Azure search it´s enable, user needs to type asterisk on POS to obtain the partial text results. The expectation is that Aure search include the search text without asterisk in POS.

In few scenarios, a single serial number is used for the same product but with more than 1 item.

In some scenarios, it is needed to sell 50 units of each item in a single transaction at the POS.

However, this requires excessive scanning, which is not ideal for a retail environment.

As per "Work with serialized items in the POS - Commerce | Dynamics 365 | Microsoft Learn" document:

“When selling or fulfilling serialized products through the POS application, a quantity of "1" is enforced for the serialized items on the sales transaction. This is a result of how the serial number information is tracked on the sales line. When selling or fulfilling a transaction for multiple serialized items through POS, each sales line must be only configured with a quantity of "1".”.

This is a feature request to have a feature to allow customers to increase the quantity of serialized items in the POS cart if the feature is enabled.

The customer wants to Add a price checker as the customer is capable of scanning the items through a barcode scanner and then the price of this item appears to him and the screen returns to its original view without needing any customer efforts as clicking or choosing certain options to minimize customer efforts and save time for customers to check for prices from the staff side. this will help for a better customer experience and time saving from both sides rewrite this in a better way.

We know how important and widely the infocode functionality is used in Commerce (POS).

But there's not much we can use wrt infocodes in the sales order creation via call centres in D365, example product level infocodes.

One of the scenarios is for Alcohol and Spirits products, where it's mandate to ask customers to confirm they are above age 18.

For this we have setup product level infocode and when these products are scanned in POS, it pops-up infocode for cashiers to ask customers to confirm if they above age 18.

But, there's nothing similar when orders are created over phone via call centre channels to remind agents to ask and confirm from customers about the Age 18 prompt on specific products.

It would be lovely if we can extend the product level infocodes to D365 call centre order functionality,

The current system design is not aggregating Serialized Controlled items

The "Skip Aggregation" setting is currently enabled for transactions with serialized items to handle scenarios where sales, returns, and subsequent sales occur for the same item.

This is currently creating too many Sales Order for the same serialized items, to mitigate this, a feature can be added to enable/disable the aggregation for serialized items at the customer's control

In retail stores with a one-shift system, it would be helpful if there were a systemic routine that checks whether the "start amount" at day start matches the "declare tender" amount at day end of the previous day or whether there is a discrepancy.

In many retail stores, it is common for only one cash register with one cash drawer to be used. This is stored in the safe at the end of the day and used again the following day in the morning. If money goes missing during this time (theft, for example), it can be quickly detected by such a function.

I would locate this function in the functionality profile, where it can be activated and deactivated as required.