With the release of Microsoft Dynamics RMS 2.0 Feature Pack 2 new report filters are available in both Store Operations and Headquarters; and a new report is available in Headquarters.

Store Operations

In Store Operations you are now able to filter reports to include or exclude Inactive Cashiers and Inactive Tenders:

1. Inactive Cashiers

2. Inactive Tenders

 

Headquarters

In Headquarters you are now able to use a new Items in Transit report; and filter on inter-store transfer discrepancies and inactive entities.

 1. New report - Items in Transit

Track inventory that has been issued from one store but not yet received at another. To view the new report, go to the Reports menu in Headquarters Manager, click Items, and then click Items In Transit.

NOTE: To view information about why the transfer is In Transit you can click the number in the Transfer # column to look at the Issue Inventory Transfer Order details. The Match column will show what has not been sent or received.

 

2. Interstore inventory transfer discrepancy management 

Discrepancies often occur between quantities issued from one store and quantities received at another. You can now mark which discrepancies have been resolved and which still need investigation. Filter transfer reports by the discrepancy status on the transfer orders to see those that need action.

a. Open one of the following HQ Manager > Reports > Quotes/Orders reports:

o  Inter-Store Inventory Transfer

o   Inventory Transfer In

o   Inventory Transfer Out

b. Double-click an order number.

c. Use the drop-down to set the status of quantity discrepancies.

IMPORTANT: The new field is informational only. It has no impact on functionality. 

 


New filters and columns in the three reports listed above let users view orders that need action.

 



3. Inactive entity filters:

a. Inactive Cashiers:



b. Inactive Store

 

 Have a great week!

 

Todd Berger
Microsoft Dynamics RMS/POS Technical Support Escalation Engineer