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Retail transaction from POS are transferred (synchronized) to Ax.
How can you update physical on-hand without posting POS statement?
Thanks
Galya
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After pulling the transaction from POS DB to AX, run the Post Inventory job under Retail >> Periodic. This is reserve the inventory against the sales transaction and will show the updated stock in Inventory lookup.
Hi, Sumit,
"Post inventory" action creates inventory transactions with "Reserved physical" or "Reserved ordered" status. The same result is achieved by using the function “Calculate POS statement”.
“Post statement” changes the status of the inventory transactions to “Sold”. The issue is that POS transactions are transferred to AX several times per day whereas the statement is posted at the end of the shift. We would like to have the inventory POS transactions with status “Deducted” prior to posting the statement. That will allow us to distinguish between
(a) transactions from AX (SO) with reserved and not shipped quantities and
(b) transactions from POS transferred to AX with quantities already sold in the POS.
Is there any retail parameter that leads to inventory transaction status "Deducted" prior to status "Sold"?
For running the "Post Inventory" batch job, you don't have to create a Retail statement. Once you pull the Retail Transaction from POS to AX, run the "Post Inventory" and then it will do the following -
If stock is available for the item, it will mark the transaction as "Reserved Physical".
If stock is not available for the item, it will do nothing.
If stock is not available for the item and reserve ordered item is set in the accounts Payable parameter, then it will mark it as "Reserved ordered".
There is no setup in Retail parameter for making the transaction as "Deducted".
If you need to update the on hand quantity for the item for the sales transaction done on POS without creating the Retail statement, Post Inventory is the solution which is best suitable for this.
Sumit, thank you for the reply.
Now I'm sure that the status of the inventory transactions related to retail transaction can't become "deducted"
Post Inventory
When running the Post Inventory, this looks for all unposted transactions that have been synced from POS to AX using the P-job. This will reserve inventory as needed for each item in the transactions. Normally this will update the “Physical reserved” if there is a quantity available in Physical Inventory. If there is not enough available inventory, then the “On Order” will be updated. To keep your on-hand inventory accurate, you should run this batch job frequently throughout the day. NOTE: This does NOT need to be ran prior to a statement posting, this is only ran throughout the day to keep inventory numbers current.
Calculate Statement
This will find any unposted transactions based on the statement’s Setup settings and assigns them to the current statement ID. Calculating the statement does not have any additional effect on the Inventory Posting that was performed. If the Post Inventory was not performed or some items missed the last Post inventory prior to the Calculate statement, then the on order will be updated based on the quantity of items in the statement’s transactions.
Post Statement
The Post statement process will reverse the Post Inventory reservations and officially create sales orders in AX based on the statements transactions. This will normally update the Physical Inventory quantities, even going negative if allowed by the Item model group. If the Calculate Statement captured any items outside of the Post inventory, which could normally be the case at the very end of the day just prior to posting the statement, it performs a similar check by moving any of the related On order items to Physical Inventory during the sales order creation.
Below are two basic examples using AX 2012 R3 on how inventory was affected when the above 3 processes were used to post a POS transaction. The first one has available quantities to cover the items sold at the POS, the second one does not.
Posting Inventory and then Posting the statement when an item has available quantities.
Starting on-hand inventory quantities for item 0008 are set at 45
A cash and carry transaction is performed at the POS for a quantity of 1 for item 0008. The P-job is ran to bring the transaction into AX. Note that the quantities have not been affected yet.
Run the “Post inventory” operation for that store. There is now 1 in Physical Reserved and the Available Physical has been deducted by 1.
Create and calculate a statement for this store. Once again, no change.
Post the statement. The Physical Inventory is now updated to 44 from the 1 in Physical Reserved as a sales order was created in AX.
Posting Inventory and then Posting the statement when an item does NOT have available quantity, a movement journal is performed to make it available.
Starting on-hand inventory quantities for item 0008 is at 5.
A cash and carry transaction is performed at the POS for a quantity of 6 for item 0008. The P-job is ran to bring the transaction into AX. Note that the quantities have not yet been affected.
Run the “Post inventory” operation for that store. There are now 6 in On order.
Perform an Item Movement of 10 to add an available quantity. The Physical inventory and Available physical are updated to 15, but the On order is still at 6.
Calculate and post the statement with this transaction. The Physical inventory and Available physical are now updated to 9.
Hi Galya. I have the same question. Did you find a solution for that? Thank you in advance for your help.
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