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Suggested answer

Different Sales date than transaction date for retail transaction

Posted on by 5

Hi, 

I am facing the issue that when Cashier open the transaction on POS eg. 11th of April., and doesn't finish it (only close the POS). Then the next day, Cashier finishes this transaction. So in result, we have different dates: sales date is 11 of April, even the transaction was made in reality 12th of Apri.

Example:

pastedimage1650525563476v1.png

Can it be managable by set up somehow?

Best regards.Anna

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  • Anna Grynczel Profile Picture
    Anna Grynczel 5 on at
    RE: Different Sales date than transaction date for retail transaction

    Hi Shaimaa,

    in my scenario:

    Example of trasaction: date on receipt 4/5/2022 (5th of April)

    pastedimage1650532217896v1.png

    transaction date in AX= 5/4/2022 (so it is the same date as on receipt) 5th of April

    pastedimage1650532316025v2.png

    BUT on invocie we have: dates 4/4/ 2022 (the day before because this transaction was started on 4th of April and finished on pos on 5th of April 

    pastedimage1650532432851v3.png

    In general, I assume that we should have on invoice the dates as: 5th of April (when transaction was finished on POS). Not when it was started. Ax took business date from pos 4/4/2022. 

    I hope that you understand me

    Thanks for your help:)

  • Suggested answer
    RE: Different Sales date than transaction date for retail transaction

    Hi Anna,

    The invoice date is equal to the Retail transaction date , so you need to check the retail transaction for this invoice and check the transaction and business date . while created date and time is when the invoice created by statement posting not when the transaction created.

    Created date and time always equals to time when the data inserted into database.

    I have tested create transaction at POS in a date , close the POS and open it . the transaction date is the date when you finished the transactions.

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