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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Need help manually clo...
Microsoft Dynamics RMS (Archived)

Need help manually closing out transactions

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Posted on by Community Member Microsoft Employee

hidy ho all,

I have a database from one of my clients, and I'm using that database to practice setting up an HQ and remote stores.

Right now, the database is at 2.04.  I'm trying to update it to 2.06, but am running into some issues.  When I install the updates, and try to run the update process from the ops admin, it says I need to close out all transactions to proceed.  I have tried logging into all 3 registers and Zing out from all 3, but I still get the same error.  I have also tried using multiple machines to act as the other registers to Zout from there.  I still run into the same problem.

So my question is, where in the database are the active transactions located, and how can I manually close them out?

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    Updating will certainly check and catch any problems.  It is the simplest but some things you can make sure it done prior to updating is the following:

    Make sure all credit cards are settled.

    Make sure any held transactions are cleared out (not checked but a good idea)

    Make sure all users are logged out / all pos lanes and backoffice programs are closed

    Check to make sure any addons are compatible with the propose newer version.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    Thats what I figured, but you can never be too sure.

    Now, is there annother way to test a database to be sure it is completely closed out?  or is updating it the only way?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    the table hold all credit cards.  Visa-Net was the name for vital/TSYS. processing platform  when RMS was first created.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    This may be a stupid question, but I'm going to ask it anyway.

    The visa net batch and authorization tables contain non-visa credit card transactions, correct?

    Edit: also, I went ahead and run the update statements. The net authorization table had 4 rows update, and the net back had 0.

    I was about to try and update it, but after the recent hq rms issues I've been having I might not want to do that.  We will have to see if someone can help me solve that thread.

    Is there another way to test and make sure the db has all its transactions closed out besides updating it?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    Always willing to help those that willing to put the effort in.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    fair enough, I can't imagine needing to do this in a production environment.

    It would be nice to have as complete a database as possible, but I can't imagine needing credit card transactions to practice with.

    Thanks for the help up to now.  I'm having another interesting issue, but its a separate one from this, so I think I should start a new thread on it.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    I recommend you do not use this in a production environment.  There are other factors that need to considered in a live production environment.

    The VisaNetBatch is an Update statement, like:  update [VisaNetBatch] Set Status = 3 where status = 0

    The VisaNetAuthorization is also an Update Statement, like :  Update [VisaNetAuthorization] set Status = 1 where status =0

    Or

    Delete from VisaNetAuthorization where status = 0 and VisaNetBatchID =

    to find the VisaNetBatchID use this query.  Select * from VisaNetBatch where Status <> 3  Use the values in the ID column.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    Many thanks.  Is this a just a normal delete to query?  Or is there a special command I'd need to enter?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need help manually closing out transactions

    Transactions are located in the [transaction] table for normal sales, and [order] for other types.

    But that is probably not your problem.  You more than likely are having a problem with credit cards not being settled.  

    Need to update all credit card batches [VisaNetBatch] to have a status of 3.   Also best to delete the individual transactions if this is just a test/play database.   Delete from [VisaNetAuthorization].  

    If you need that data for some reason,  update the status on the VisaNetAuthorization.  Set to the same value as a past batch.  I think 1 is completed.

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