Microsoft Dynamics RMS (Archived)

RMS v2 + Hotfix 40 / Prevent customer to make purchases

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Posted on by Community Member Microsoft Employee

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

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Community Member Microsoft Employee on at

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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 1,645 on at

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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.
Community Member Microsoft Employee on at

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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 1,645 on at

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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.