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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Batches
Microsoft Dynamics RMS (Archived)

Batches

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Posted on by Operationsbze 65

All,

I'm relatively new to RMS.  I have RMS installed and it's working in a two-POS-station store.  .  Both systems are linked.  What I'm trying to understand is

  1. Are batches unique to cashiers, POS stations, or the day?  As in, if I have two cashier IDs - 1 & 2 - and If both IDs are used at any one point, at any of the two stations, will there be a separate batch for each or will there only be one batch for the day?

   2. Again, if I'm using two stations with two different IDs, how does the Z process works?  When cashier 1 closes, we're to enter the opening and closing amount for that cashier right?  Will RMS look at the total sales for the single batch and show a shortage for cashier 1?  Or does the Z process look at the cashier ID and total all sales for that ID no matter which station?  What is cashier 1 had performed a sale at the 2nd station?  how do we balance closing amounts/sales between two or more stations for two or more cashiers?

   3. Although it may not be best practice, it should be ok for the two cashiers to use one account and at the end of the day, they can total both opening and closing amounts to balance off correct?

Sorry if my questions are not clear...

Thanks.

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  • Verified answer
    eliud mugo Profile Picture
    eliud mugo 1,444 on at

    Hello there,

    To your first question,Batches are unique to POS stations since you can't have the same batch open at different stations.Each station has its own Batches.

    -A Batch remains open until closed and any cashier can use the batch.

    -Two different Stations will have two different Batches regardless which cashier worked there.

    To your second question,Due to security issues it is advisable to use one cashier for a given period of time.

    -You need to close the batch for that particular cashier by blind closing before generating Z report. This means a station will have two batches and two Z reports for each cashier.

    For example cashier 1 working from morning to noon and cashier 2 working noon to night

    You will need to:-

    1.Close cashier 1 before handing over the station to cashier 2

    2.Generate Z report for Cashier 1

    3.Hand over the station to cashier 2

    Note.Each cashier should have an opening amount

    Your number three question,This might work only if you are using one station.

  • Verified answer
    raelhefn Profile Picture
    raelhefn on at

    Hello,

    Great information Eliud, in addition for first question each register creates its own batch number and you must close per register.

    For second question : you can use feature of X report it not close your batch and cashiers can print closing amount of him as documented by print out X-Report Receipt if you do don't need to close batch every shift. or using z-report in case if there is no issues with closing your register twice per day.

    for third question: not recommended I think you must define two cashiers to keep  transactions history all of them if they are using the same register the amount will be accumulated per register.

  • Operationsbze Profile Picture
    Operationsbze 65 on at

    Thanks Ramy.  Your response drove him the point I was missing.

  • Operationsbze Profile Picture
    Operationsbze 65 on at

    Thanks Eliud.  Your response provided the foundation I was lacking.  I thoroughly have the concept now.

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