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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Reason Code for Deleti...
Microsoft Dynamics RMS (Archived)

Reason Code for Deleting Entries in Transactions

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Posted on by Community Member

 Hello,

I know that Microsoft RMS can allow or disallow a cashier to delete line entries on a transaction at POS.  However, it would be too much hassle for my manager to come and allow my cashier to delete any item entry from a transaction every time.  Is there anyway we can prompt & require a reason code for deleting item entries at POS? (Just like how we can prompt & require a reason code for discounts, returns, inventory adjustment, and etc that are already built in RMS?) Any solution or add on?

Thank you.

Al

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Reason Code for Deleting Entries in Transactions

    Al

    You can not prompt for a reason when someone aborts a transaction.  You can keep someone from performing a cancellation, under cashier properties.   The transaction is saved to the database but does not have a reason attached.  

    You can however prompt for a reason for a no-sale, which also cancels a sale that is in progress.  

    you can email me at poman31@gmail.com about the addin if you still need it.

  • Community Member Profile Picture
    Community Member on at
    RE: Reason Code for Deleting Entries in Transactions

    Thank you for your explanation.

    If creating a reason code for deleting line entries can be quite difficult, how about creating a reason code for cancelling/aborting a transaction? Isn't aborting a transaction saved in RMS already? In that way, I can just disallow cashiers from deleting lines but probably allow to abort a transaction with a reason code.

    How can I send a private message to you?

    Thank you.

    Al

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Reason Code for Deleting Entries in Transactions

    There is not a built in way of doing reason codes for pre-voids.  

    I don't know of any add-on that does this,  since this data is not yet stored in the database.

    Let me explain,  when you are entering a sale,  the information for that sale transaction (i.e. items) are stored in memory (session object) until the transaction is fully paid.  Then when the sale is finalized (fully paid) the information is stored in the database.   So when someone removes an item from the transaction prior to that, RMS simply removes the entry from memory and continues the transaction.  

    That being said,  an add-on could be created to show a prompt for a reason code, and then store the item data, reason selected, and cashier who performed the action in a custom database table.  You would also need a custom report created to show this information.

    Send me a private message if you would like me to create you such an add-on.

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