In the Feature management workspace, turn on the Retail statements - Trickle feed feature.Set up financial reconciliationįollow these steps to use the financial reconciliation functionality. For more information, see Trickle feed-based order creation for retail store transactions. The functionality that is related to financial reconciliation in retail stores works only if trickle feed–based order creation is turned on. That data is then used to create and post financial retail statements in Commerce headquarters. In Commerce version 10.0.11 and later, store managers can review, adjust, and finalize their shifts in the POS client itself. Therefore, store managers must wait for the shift sign-off when financial retail statements are created in Commerce headquarters. However, that process is typically a nightly process. Moreover, financial retail statement review and adjustment can be done only when the statements are created in Commerce headquarters. However, the capability is limited, and store managers rarely have access to the Commerce headquarters client. The finalized totals should then be posted in financial modules in Commerce headquarters.Īdditionally, in Commerce version 10.0.10 and earlier, store managers can review and make some adjustments to statement lines in Commerce headquarters.
Before they can sign off on a shift, they must review the information, make any corrections that are required, and finalize the totals for that shift.
Typically, store managers are responsible for completing this task. However, there is no capability in POS to finalize the financial information for shifts, so that it can be used to post the financials in Commerce headquarters. For example, they can do tender declarations, blind-close shifts, reconcile shift transactions, and close shifts. In Microsoft Dynamics 365 Commerce version 10.0.10 and earlier, the functionality that the point of sale (POS) client provides for end-of-day processes in retail stores lets store clerks and store managers perform end-of-day operations.
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