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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 Microsoft Employee

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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  • Suggested answer
    TheNeos Profile Picture
    TheNeos 1,335 on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    My file name is: Misc.TenderReportSummary.qrp

    But... if you have already a report showing Cash and CCard, then maybe your cheque or other tender account is not set up correctly.

    Go in RMS Administrator > Database > Tender types > Properties > Tender Types > CHECK ,  (spelling in RMS is CHECK, I'm Australian we spell it Cheque) or any other.

    On the right side make sure that the Display order entered is not "0".

    Of course your cashiers may be ringing all non CCard payments in Cash which is normally the first choice.

    Copy the following in notebook or similar and save it as UTS-8  "Misc.TenderReportSummary.qrp" no .txt extension.

    //--- Report Summary --- //

    Begin ReportSummary
       ReportType = reporttypeSales
       ReportTitle = "Tender Summary"
       PageOrientation = pageorientationPortrait
       WordWrap = True
       OutLineMode = True
       Groups = 2
       GroupDescription = ""
       DisplayLogo = True
       LogoFileName = "MyLogo.bmp"
       ProcedureCall = ""
       TablesQueried = "FROM TenderEntry LEFT JOIN [Transaction] ON TenderEntry.TransactionNumber = [Transaction].TransactionNumber LEFT JOIN Batch ON [Transaction].BatchNumber = Batch.BatchNumber LEFT JOIN Register ON Batch.RegisterID = Register.ID"
       SelCriteria = ""
       GroupBy = ""
       SortOrder = "TenderEntry.Amount, [Transaction].Time, TenderEntry.Description, Register.Description"
    End ReportSummary

     
    //--- Title Rows ---//

    Begin TitleRow
       Text = "<Store Name>"
       Font = "Arial"
       FontBold = True
       FontSize = 16
       Color = "Blue"
    End TitleRow

    Begin TitleRow
       Text = "<Report Title>"
       Font = "Arial"
       FontBold = True
       FontSize = 12
       Color = "Black"
    End TitleRow

    Begin TitleRow
       Text = "Generated On <Report Date>"
       Font = "Arial"
       FontBold = True
       FontSize = 10
       Color = "Black"
    End TitleRow


    //--- Filters ---//

    Begin Filter
       FieldName = "[Transaction].Time"
       FilterOp = reportfilteropbetween
       FilterLoLim = "<Today>"
       FilterHilim = "<Today>"
    End Filter


    //--- Columns ---//

    Begin Column
       FieldName = "Register.Description"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Register"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2000
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

    Begin Column
       FieldName = "TenderEntry.Description"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Tender"
       VBDataType = vbString
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2000
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

    Begin Column
       FieldName = "[Transaction].Time"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Date"
       VBDataType = vbdate
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 1500
       GroupMethod = groupmethodNone
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

    Begin Column
       FieldName = "Tenderentry.Amount"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Amount"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2000
       GroupMethod = groupmethodSum
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

    Begin Column
       FieldName = "Tenderentry.Amount"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Max Amount"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2000
       GroupMethod = groupmethodMax
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

    Begin Column
       FieldName = "Tenderentry.Amount"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Min Amount"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2000
       GroupMethod = groupmethodMin
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

    Begin Column
       FieldName = "Tenderentry.Amount"
       DrillDownFieldName = ""
       DrillDownReportName = ""
       Title = "Avg Amount"
       VBDataType = vbCurrency
       Formula = ""
       ColHidden = False
       ColNotDisplayable = False
       FilterDisabled = False
       ColWidth = 2000
       GroupMethod = groupmethodAverage
       ColFormat = ""
       ColAlignment = flexAlignLeftTop
    End Column

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hi Theo

    Would you be able to send me a copy of the report as well - rajeshlal72@hotmail.com

    Cheers

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    I would like to have this report too! please send me one!

    wonheeryu87@gmail.com

  • TheNeos Profile Picture
    TheNeos 1,335 on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hello,

    I assume that details of presenter recorded in Tender Entry. There is no report available as far as I know.

    If details recorded correctly, I have a modified report that will do the job.

    Reply in theos.sif727@gmail.com to send you sample and copy of this.

    Theo

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hello,

    We are also looking for a tender report that will show the driver's license # on it for when paying with a check. Anything out there for that??

  • jdorris Profile Picture
    jdorris 140 on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hi Shawn,

    Looks like I'm late to the party, but could I get this report as well if you still have it?

    joshua.dorris@yahoo.com

    Thanks,

    Josh

  • TheNeos Profile Picture
    TheNeos 1,335 on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hello,

    I am Theo Neos and I am interested in similar report but also I should able to show TAX paid if any for each transaction that is tendered.

    Can you suggest anything?

    Thanks

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

     Hi Shawn,

      I am also interested in this report!  Please send to chaz.hill@althompson.com .

  • jonbikeshop Profile Picture
    jonbikeshop 10 on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hi Shawn

    That would be amazing. My email address is

    jonr00@hotmail.com

    I'm really confused by the way that RMS have structured the standard tender summary report in respect of not showing amounts tendered in order to cover a deposit. I was a chartered accountant before running my little bike shop and it effectively makes it impossible to fully reconcile your sales versus tender position without the report you've generated.

    It'd be a massive help if you could send it over

    cheers

    Jon

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Custom Tender Report for RMS? It is not showing Checks on the report-- only cash and credit.

    Hi bryan

    We are also facing the problem that work order tender is not tallying with sales summary reports. Could you please send your report to me then i can check it in our system for the tender.

    My email is thomas@yqest.com

    Thanking you very much

    Waiting for your answer

    Best regards

    Thomas

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