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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Is there any solution ...
Microsoft Dynamics RMS (Archived)

Is there any solution for ONE closing Procedure combined Z report and EDC batch settlement in RMS?

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Posted on by EYoo 390

We are currently following two closing processes every day - one for the cash register, Z report, and the other for the credit card settlement, Settle EDC Batch in Utility. Is there any solution to make one simple closing procedure combined Z report and EDC Batch to merchant service in RMS?

Thanaks in advance.

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  • Community Member Profile Picture
    Community Member on at

    Hello Eyoo,

    Within RMS, there is no was to close the batches by running Z-Report on all computers and settle EDC batches with one procedure.

    The Z Report will need to be run on each register and the EDC batch settled from within Store Operations Manager.

    Thank you,

    Scott Wardzinski

    Microsoft Dynamics RMS & POS Support Engineer

  • Community Member Profile Picture
    Community Member on at

    Scott,

    On a related note, I've had some clients ask if there is a way to automate the credit card settlement.

    Instead of having to go into Store Ops Manager at the end of the day and settle the EDC batch, they would like to be able to have this settlement happen automatically every day at 11:00pm.

    That way, if the manager on duty forgets to settle the EDC batch, this will do it for them.

    Thanks,

    Bill Yater

  • JesseBoan Profile Picture
    JesseBoan 12 on at

    I am in no way a spokesperson or affiliated with Shift4, but we reviewed their product recently and they provide a point-to-point encryption platform for credit cards and it integrates with RMS. They use encrypted terminals or a software based solution if you prefer. The cards can be auto-settled by them if you choose that option and your EDC batches in RMS stay empty. The card data never reaches RMS. Check them out here: http://www.shift4.com/

  • amano2707 Profile Picture
    amano2707 100 on at

    I, too, have posted a similar question.  I've been told by our local merchant/support providers that it cannot be done.  I find this hard to believe.  I have experience with numerous POS systems, and all combine the day's transactions from each register into one report, although you may have to close each terminal and merge the data when closing the last terminal.  This is certainly a problem when posting batches to QB and then trying to reconcile accounts.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    We have recently switched to Shift4 Credit cards service with RMS and Ingenico ISC 250 P2Pe terminals.

    So far it has been a success for us. The Batch is settled automatically fro each location every night.

    The Encryption process leaves RMS out of the Scope of PCI Compliancy.

    We also use the Shift4 4go software on sites that use Laptop systems with an IDTech Terminal as there

    is limited power at these sites.

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