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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 sales per transaction number "Voucher number" for Sales invoice should be shown as a separate field in this table. Voucher number is found from Sales Invoice; 2. Sales transactions form - shows sales on each item per transaction number "Sales order", Sales invoice and "Voucher number" for Sales invoice should be shown as separate fields in this table. 3. Payment transactions form - shows total payment per transaction number "Sales order", Sales invoice and "Voucher number" for Payment transaction should be shown as separate fields in this table. One Sales order contains several transaction numbers. One Sales order is posted with one Invoice and one Voucher number for Invoice One Sales Invoice is settled with one Payment voucher that contains several payment methods
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InventDimId not updated for sales lines transactions from Online Store channel
Data Entity RetailTransactionSalesLineEntity for Retail store on Online store transactions : ItemColor, ItemSize, ItemStyle, ItemConfigId There are columns ItemColor, ItemSize, ItemStyle, ItemConfigId in Data Entity RetailTransactionSalesLineEntity. When there is performed sales for Products with VariantId then these values are populated but only for Store transactions. They are empty for Online store transaction (E-Commerce). It is caused because InventDimId is not updated for Online Store transactions in RetailTransactionSalesTrans. Please update InventDimId for Online Store transactions (E-Commerce transactions) in RetailTransactionSalesTrans like it happens for Store transactions comings from POS. These values are required for reporting purpose. Repro steps: 1. Register one sales transaction from Online store for Product with VariantId 2. Register one sales transaction from Store for Product with VariantId 3. Upload data by P job to HQ 4. Synchronize order for Online store transaction 5. Create, Calculate and Post Statement for POS Store transaction 6. Export data by Data Entity RetailTransactionSalesLineEntity Verify that ItemColor, ItemSize, ItemStyle, ItemConfigId are null for Online store transactions but not null for POS store transactions.
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Present current Total Cash amount for Shifts without printing X-Report
In tender declaration form in POS there should be presented additional columns and data: - Added - Removed - Sales - Counted - Difference Like it is presented in X- report for each Payment method. When you print X-report you may find this data for each Payment method. IT would allow to verify current data per Shift without printing X- report. Idea would be to add columns on the tender declaration. For each method of payment, we show what is already shown on the X-Report, but on the screen. -
Owner Tracking dimension supported in Retail
It would be good to support in Retail Owner Tracking dimension at least in similar scope like supporting BatchId. According to document Owner tracking dimension is not supported in Retail: https://docs.microsoft.com/en-us/dynamics365/commerce/work-with-store-inventory There should be default value for Owner Id or by default it should be used current Company as Owner for retail Customer orders and Cash&Carry transactions. Go to Tracking dimension group and activate Owner dimension . -
Need to present any Text in Order Fulfillment option in POS (like Notes) registered in Customer order in HQ
We are not able to use any Text field with additional information in Sales order registered in Dynamics 365 HQ from Distributed Order Management orders which would be presented in Order fulfillment in POS. This is essential as necessary text fields which are part of Sales Order are not presented at time of fulfillment. Repro steps: 1. Register Sales order in AX HQ, enter eg. notes 2. Go to POS and open option Order fulfillment 3. There is no ay field with additional information registered in Sales order We require additional comments at Sales Order Delivery from POS for the following: 1. Online Orders: we use DOM functionality to fulfill our online orders. These orders in our instance have Web Order Number which must accompany the sales order invoice and must be known to Shop Keeper for audit and consistency purpose. 2. Packaging and Other Requests: We provide additional facilities such as customized packaging and messages (Such as Special Event Greetings) on the order when delivering the orders. It is a major part of our business and is a must have feature for us. Note: We would really appreciate if we can also have a printing facility for all these info code/ comments along with the printing receipt (Which is also not present at this point of time). -
Not possible to print any Shipment document in POS when Shipping Sales order from Store in POS
Customer Ship goods from the Stores. DOM functionality was activated to optimize process of selecting origin place from which goods can be shipped. In Shipment goods in Order fulfillment functionality there is no evidence of this transaction like: - Receipt document printed in POS - Retail transaction registered in POS There is legal requirement in Pakistan when goods are Shipped to customer there should be attached any receipt document. This document can be used later on as an evidence to return products. 1. On Sales Receipt it is a legal requirement that it should contain Item ID, Discount, Total Amount and Sales Tax applied. Without it no document can be dispatched for Sales. 2. Without the Physical Invoice receipt, the customer will not be able to collect Withholding Tax from Federal Board of Revenue (FBR). This can cause a real headache for us. 3. Even if there is no legal requirement, dispatching/ shipping an item without physical evidence is against audit rules. Every sales must have a corresponding document which specifies Item Sold, Quantities and Price etc. If we do not provide it to the customer, he can misrepresent the goods received. I genuinely believe that this is a must have feature without which this functionality is non-usable. Please have it incorporated as I cannot think of a scenario where Sales Receipt is not required with the Shipped / Dispatched goods. Repro steps: 1. Generate Sales order in Call center 2. Run DOM, and there is selected Store’s warehouse from which goods should be Shipped 3. Go to Order fulfillment option in POS and find proper Sales order 4. Pick it, Pack it 5. Press button Ship 6. There is not printed any Receipt document and retail transaction is not registered Goods are physically shipped from Stores Warehouse but there is no evidence for it. User can print Packing slip document but it not Receipt with unique numbers. -
Should be possible to setup to enter CVV for credit card when it was earlier registered for this user
The CVV is required when the card is initially tokenized because that is considered card not present, customer present. When the recurring card token is used subsequently, CVV is not required because it was previously required when the recurring card token was generated and the customer may not be present. It should be optional to require to enter CVV when creating new payments for earlier registered credit cards. There is an issue when registering Payment by Adyen connector in Call center for Submitted Sales order: Credit card process failed, due to 'CVV: Not processed.' Credit card was not authorized, # of remaining retries left for this card = 3. But payment is authorized. It happens for reused credit card which was registered earlier. Detailed repro steps from customer perspective: 1. Parameter = Prompt for card verification value in Payment service is enabled 2. Credit card for customer was registered earlier 3. New sales order is created in Call center 4. User select earlier created Credit card 5. When submitting sales order there is request to enter CVV Error message is returned when submitting order Credit card process failed, due to 'CVV: Not processed.' Credit card was not authorized, # of remaining retries left for this card = 3. -
Additionally presented Prompt texts for Info codes in POS transactions forms
There are presented Prompt texts from Info codes in POS transactions form. Steps to reproduce 1. Go to Released product, select any product eg 0021. Press button Retail/ Info codes 2. Enter Info code = Phone 3. Run job 1030 – Info code information to upload changes to Store 4. Login to POS 5. Enter Product 0021 6. Select any Data plan for first Info code 7. For the second Info code try to type any value in Enter field. Verify that there are presented in POS in Transaction form Prompt texts for Info codes plus entered values. As this information was not appearing before and prompt information was configured accordingly . Now lots of unnecessary information is appearing which is causing readability issue to user. MS can provide prompt information in parameter i.e. if we want to have this information on POS then mark this parameter otherwise unmark. In short, this prompt information must be optional to show with info code information on POS transactions. -
Price adjustment retail promotion results are not registered in Discount transaction table
Price adjustment retail promotion results are not registered in Discount transaction table (RetailTransactionDiscountTrans table).
Example:
- There is Price adjustment promotion = ST100004 in our Contoso demo data for Items 0123 and 0124
- Registered transaction in POS for products 0123 and 0124
- Verify that there is no any entry in table RetailTransactionDiscountTrans
Do to this we lose this information, and we are not able to say why price was calculated in this way.
But on the other hand, we should exclude this information from posting as periodic discount.
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Too narrow form for selecting channels for retail operations like Validate transactions, Calculate statements, Post Statements
When selecting channels for such operations like Validate retail transactions, Calculate Statements, Post Statements if names of channels are long then there is visible only section Available organization nodes.
And there can be not visible selection button and Selected organization nodes section.
In effect user may press ok button to run job without selected any channel.
In case when no channel is selected there should be any info message about it.
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