Skip to main content

Notifications

Microsoft Dynamics RMS (Archived)

How to manually close journal batches in Microsoft Retail management system

Posted on by Microsoft Employee

Hello,

We use Microsoft Retail management system 2.0 stores and headquater.

But we are unable to post batches of all the stores at the same time because they are not close.

How can i close journal batches.

Thank you

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: How to manually close journal batches in Microsoft Retail management system

    @ Ron and Nicole thanks for your  support i appreciate. The Z report worked.

  • Nicole Hellerud Profile Picture
    Nicole Hellerud 1,712 on at
    Re: How to manually close journal batches in Microsoft Retail management system

    Hello Funmilayo,

    I agree with Ron Lime when he says when you preform a  'Z' report, this closes out the current batch and creates a new one.

    Thank you, Nicole

  • Verified answer
    RON LIME Profile Picture
    RON LIME 245 on at
    Re: How to manually close journal batches in Microsoft Retail management system

    When you perform the 'Z' out on each register it closes the batch and starts a new one. 'Backoffice' only stations (those that are not running POS) do not create batches. Once closed they can be poste to your G/L system (Quickbooks or whatever).

    If you have the 'Include purchase orders' checked when posting batches then the purchase orders are posted the next time ANY register posts it's batch if the PO is closed.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: How to manually close journal batches in Microsoft Retail management system

    Hello,

    Thank you for your response.

    The issue is that on RMS store operation, batches are created for journals and and these batches are meant to be closed before posting.

    My question is how do i close a batch on RMS Store Operation2.0

    Thank you

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on at
    Re: How to manually close journal batches in Microsoft Retail management system

    Try re-phrasing your question as I'm unclear of the issue.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,336 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans