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Supply chain | Supply Chain Management, Commerce
Suggested answer

Search POS Operation detailed usage in button grid

Posted on by 465

Hi,

There is a POS operation function called 'Search' in Dynamics 365 commerce.  Operation ID 622, I wanted to fix the customer number or Search name.

Can anyone advise me? Please 

5381.CustimerTableButtonsSetup.jpg

  • Krishna Kodidala Profile Picture
    Krishna Kodidala 465 on at
    RE: Search POS Operation detailed usage in button grid

    Hello,

    Small problem here. I have synchronized the customer master from POS, it has created the Customer code properly. Later when I make new customers in POS, it is not synchronizing

    Even after I Disable the Asyncronie feature also. As per my understanding, this Asyncrize option is suitable for big retails that create more data, not for small restaurants like us

  • Suggested answer
    Shafeeque P. Profile Picture
    Shafeeque P. 6,512 Super User 2024 Season 2 on at
    RE: Search POS Operation detailed usage in button grid

    The customer IDs are coming with random long strings (temp GUID) because you may have created the customer from POS with the "Async mode enabled". Please run "Synchronize customers and channel requests" batch job, which will assign a permeant customer ID which is created using the Customer Account number sequence. Send 1010 distribution schedule job to the channel database. Once the data is applied, you can use the newly assigned customer ID as the search term to limit the list.

  • Murthy Profile Picture
    Murthy 105 on at
    RE: Search POS Operation detailed usage in button grid

    Hi Safeeque,

    Thanks for the the support. Almost all buttons are working fine but button with 'Masa-01' is giving more list. Let me try refine the searh term.

    Please suggest me how to set customer ID, which look with random alphanumric , which is giving problem. I want sent custmore with simple code

    Warm Regards

    SafeequeHelpImages1.png

  • Suggested answer
    Shafeeque P. Profile Picture
    Shafeeque P. 6,512 Super User 2024 Season 2 on at
    RE: Search POS Operation detailed usage in button grid

    Nice catch. You can use the functionality to search for a term without typing it. If we take the example above, when you click the button the POS will search for the term "Masa-01" in the customers list and it will return all customers matching with the search. This operation in a way can be used to reach the below requirement of yours and will help you in skipping the step where the user has to enter the customer name or customer ID to search. If you have 3-4 customers that you add on a regular basis into transaction, you can create a separate button for each customer so that you can search them and add to transaction easily.

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