Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

RMS v2 + Hotfix 40 / Prevent customer to make purchases

(0) ShareShare
ReportReport
Posted on by

Hi folks,

Running RMS v2 + Hotfix 40, how can we prevent customers to make purchases at the POS?

I don't want to delete the customer yet, just temporarily "deactivate" it.

I tried setting the GlobalCustomer off at the HQ level, but it does not prevent selling at the POS level.

Any ideas would be really appreciated.

Thanks,

...Alex

*This post is locked for comments

  • RE: RMS v2 + Hotfix 40 / Prevent customer to make purchases

    Kevin, I called the tech support line, they mentioned they would assign a tech to the ticket and call me back.

  • Kevin Antosh Profile Picture
    Kevin Antosh 1,649 on at
    RE: RMS v2 + Hotfix 40 / Prevent customer to make purchases

    Hi, I'm on-site with customers but will check and advise. It may be possible that this requires a worksheet to be pushed out to the stores and that the POS stations be z-ed out and restarted. If easier, you can also call our tech support line at 888-267-7483 for help.

  • RE: RMS v2 + Hotfix 40 / Prevent customer to make purchases

    Hi Kevin, I did played with this setting "Enforce purchase limits for this customer", but on POS customer can still purchase anything.

    So, I went back to HQ and on the customer record, when I go to the Account Information tab, all fields are disabled and I'm in Maintenance Mode, so I cannot update anything thru the GUI.

    I looked up the Help section, but there is no mention about the Account Information tab.

    Where do you go to actually enforce these "purchase limits"?

    I appreciate your prompt response on this.

  • Kevin Antosh Profile Picture
    Kevin Antosh 1,649 on at
    RE: RMS v2 + Hotfix 40 / Prevent customer to make purchases

    Hi Alex, in RMS Manager under "customers", select customer, and the "customer options" tab is a check box to limit purchases for that specific customer.  More details can be found in the RMS help screen under "Limit Purchases Command". Please let me know if I can be of further assistance.

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

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,407 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans