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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Sales Representative n...
Supply chain | Supply Chain Management, Commerce
Answered

Sales Representative not prompting automatically in POS

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Posted on by Vickram 153

I have setup a Sales representative in D365 :

pastedimage1655316758889v1.png

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I have also added the Default group under Sales Commission group on the Worker - 000160:

pastedimage1655316948974v4.png

The Functionality profile is set to the option to prompt for Sales representative at the Start of Transaction and enabled the option to Require sales representative:

pastedimage1655317096766v5.png

I have pushed the jobs 1060 and 1070.

even after the above setups, when I start a new transaction, POS does not show the Sales representative automatically and I have manually select the the POS operation to select the Sales rep every time.

Does anyone know how I can get the automatic prompt for Sales representative to work in POS.

I have the same question (0)
  • Verified answer
    Shafeeque P. Profile Picture
    Shafeeque P. 6,533 Moderator on at

    You have enabled "Default Cashier when available" in functionality profile. If the worker account that you are logged with (in the POS) is available in any of the commission group., then system will not prompt. Uncheck the "Default Cashier when available"  radio button in functionality profile and make sure that at least two commission groups are configured in the system. If there is only one commission group the system automatically select it without prompting.

  • Abdul Samad Kirmani Profile Picture
    Abdul Samad Kirmani 25 on at

    You can also use info codes to set sales staff at the start of transaction.

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