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Microsoft Dynamics RMS (Archived)

Settling batches outside of RMS

Posted on by 155

Is it possible to settle EDC batches outside of RMS Manager? I know that I can set security so that cashiers cannot get to other areas of RMS Manager, but the customer would like to keep cashiers out of RMS Manager completely.

Thanks a bunch!

*This post is locked for comments

  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    RE: Settling batches outside of RMS

    Nancy,

    Long story short, unless your CC processor supports auto-settling from their end, there is not much that can get done.

    Jeff has a good "work-around" but it can certainly have its share or problems.  For example if you use a macro application like he suggested and record the typical sequence of events to settle.  And that may work in the majority of situations, but if someone leave the wrong window open one night the script may not run properly and you wont necessarily know.  Or worse yet, if something goes wrong with the settle and you get a technical error, how would you ever know you need ot get in touch with your processor?

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on at
    RE: Settling batches outside of RMS

    Sure, create a script program like AutoIt  www.autoitscript.com/.../autoit

  • jachterberg Profile Picture
    jachterberg 85 on at
    RE: Settling batches outside of RMS

    Is there any other way to auto Settle?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Settling batches outside of RMS

    If you are using Mercury Credit Card Processing there is an option for Auto Settlement

    Afshin Alikhani - afshin@rrdisti.com

    www.rrdisti.com

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Settling batches outside of RMS

    You have to use the Manager program to settle credit cards.  

    Thanks

    Ed Boyer

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Settling batches outside of RMS

    Nancy,

    The only way your client can settle CC batches is through Manager.  This is one of those cases where you have to convince your client to setup the security feature in RMS in order to settle batches.

    Good luck,

    Shawn

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