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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Custom Tender Report f...
Microsoft Dynamics RMS (Archived)

Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

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Posted on by Community Member

Hello,

I am trying to create a custom report within RMS that shows all tenders-- including checks.  It will show Cash and Credit Cards only.  I checked and Checks are active and I have nothing in the current report that would filter checks (or any tender) out.  What am I doing wrong?

Thanks!

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I have the same question (0)
  • Andy Miller Profile Picture
    Andy Miller 870 on at

    Tenders will only appear if there is data to be displayed. If you have not tendered any Check tenders during the dates specified, then you will not see any check detail. Are you able to run a transaction that is tendered as a Check, and then run the report?

  • Community Member Profile Picture
    Community Member on at

    Thank you so much for your reply!  Yes, I can run a transaction with a check (and Check is active); however, the report doesn't show the amount for checks ran through the POS.  

    Thanks!

  • Andy Miller Profile Picture
    Andy Miller 870 on at

    Bryan,

    How come you are trying to create a custom report? What does the default Tender Summary report not provide to you?

  • Community Member Profile Picture
    Community Member on at

    Hello Andy,

    Sure.  I am looking for a report that shows the actual money for deposit.  That is, actual money that we took in from cash, credit card, and check while subtracting out payments on account and gift card redemption.  I have found no report that cleanly shows this.  Too bad, this was pretty easy to get to in QB-POS (though, not a fan of the QBPOS-- but do miss the easy access to this information).  We track on top-line and total day funds for deposit for our revenue targets, so I really need this info.  Any thoughts would be great.

    Thanks!

  • Community Member Profile Picture
    Community Member on at

    Sorry.  I meant to say that we want to subtract an order that was put on account/terms rather than subtracting payments on account.  Of course, if someone is paying cash, check, or credit for a balance on account we would want to see that in this report.

    Thanks,

    Bryan

  • Suggested answer
    Andy Miller Profile Picture
    Andy Miller 870 on at

    Bryan,

    If I am understanding you correctly, it sounds like you just need to filter the report to not include the Gift Card and On Account tenders. Use the default Tender Summary report and just modify the report filter as necessary. Report Filter should be something like...

    Date Sold Between 3/1/2013 AND //15/2013

    AND Tender Type <> Gift Card

    AND Tender Type <> On Account

  • Community Member Profile Picture
    Community Member on at

    Hi Bryan,

    We have a report that might be of use to you.  It's a report that shows you all tenders.  The Column headers is as follows: Register - Cashier - Tender - Trx # - Other # - Customer # - Amount - Trx Type  there are a few more fields that you can turn on but those are the default fields.

    Trx Type lets you know the type of payment such as WorkOrder, Layaway etc... and Other tells you the Deposit Amounts

    If you are interested just post your email and I will email it to you.

    Hope this helps

    Shawn

  • Community Member Profile Picture
    Community Member on at

    Hi Shawn,

    That would be great!  My email is bryan@favatea.com

    Thank you!

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hello Andy,

    Thank you!  I will give this a try.

    Take care.

  • jonbikeshop Profile Picture
    jonbikeshop 10 on at

    Hi Shawn

    I run a small independent bike shop her in the UK and I've been looking for something like what you describe above for some time.

    We take a lot of deposits and the problem with the standard tender summary is that deposits are not accounted for. I'd love to take a look at the report you've had generated that gives:

    Register - Cashier - Tender - Trx # - Other # - Customer # - Amount - Trx Type

    cheers

    Jon

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