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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / How to attach an info ...
Supply chain | Supply Chain Management, Commerce
Answered

How to attach an info code to a check payment method

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Posted on by Retha 1,433

POS is not prompting for the check number when the payment method is Check like a call center order in D365F&O would on the Complete button..

Microsoft suggested I use info codes to prompt for the check number.

However I cannot find any information on how to set up an info code so that it will link to the Check payment method which is operationID 204.

Has anybody experience with attaching an info code to payment methods for POS?

Any help is appreciated. Links to documentation (I can't find any on the Internet in my search)  etc. I found a Microsoft document that stated in 1 line that info codes can be linked to payment methods, but there are no detail, nothing, just a 1 liner in the first paragraph. Info codes and info code groups - Commerce | Dynamics 365 | Microsoft Docs

I have set the info code up as follow on my Dev box, but wasn't able to get any further with their suggestion

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It doesn't look to me that it is possible, maybe somebody is an expert in info codes and can tell me how to do the setup for it to attach to operationID 204 for a check payment.

  • Retha Profile Picture
    Retha 1,433 on at
    RE: How to attach an info code to a check payment method

    I see it. I went back and it is visible from the details screen of the store as well.

    I must have not looked under the store itself but the  call center channel payment methods because a store is linked to a channel, albeit a different channel type

  • JeffreyPW Profile Picture
    JeffreyPW 228 on at
    RE: How to attach an info code to a check payment method

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    You're not seeing these options? In the payment methods for a specific store, click on the check payment method you have, then info codes at the top... add the reason code to the list and fill in the options... Then make sure to run the right jobs in Distribution Schedule.. or just run 9999... reboot your POS workstation and see if the info code popup appears when using that specific payment method. Should work...

  • Retha Profile Picture
    Retha 1,433 on at
    RE: How to attach an info code to a check payment method

    Thank you so much Jeffrey.

    I never looked in the action pane while in the grid with the stores. I clicked on the store and went into its detail page and then looked for info codes and couldn't find any.

    I attached my info code and it prompted for the check number info code when I chose a check payment.

    I found this linkwww.linkedin.com/.../how-cashier-can-make-you-naked-marco-rey-y-sander that tells me the tables behind the scenes. So I will see if I can now use extensions on the X++ side to pull it from here to the payment journal creation.

  • Verified answer
    JeffreyPW Profile Picture
    JeffreyPW 228 on at
    RE: How to attach an info code to a check payment method

    Go to your store list... In setup at the top, click payment methods... then in that payment method, hit info codes on the ribbon at the top... that should attach an info code to a payment method.

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