Microsoft Dynamics AX (Archived)

Retail POS - wrong Bank Drop needs correction

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Posted on by Galia Handjieva

725

Hello,

I need the following process:

The cashier register Bank Drop operation in POS of $10'000. Later during the shift he notices the amount is wrong and the real amount is $1'000.

How he should correct this operation in POS.

Thank you

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Mauro Pedro da Silva 552 on at

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Hi Galia,

Unfortunately you can't correct this transaction in the POS. What you should do is to correct the bank drop amount in AX when creating the statement. On the Open statements form, in the lines grid, click Transaction > Banked tender transactions and enter the correct amount before posting.

Regards, Mauro.

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Galia Handjieva 725 on at

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Hi, Mauro,

Thank you, it's very helpful.

Is there any other transactions that I can correct in AX back office before posting?

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Mauro Pedro da Silva 552 on at

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Hi,

You can also correct the Cash declaration and the Counted amount.

Regards, Mauro.

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Galia Handjieva 725 on at

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Thanks again, Mario

What do you mean with "cash declaration"? Is it tender declaration. I beleve it's possible to change only column Counted directly in statement lines.

I've noticed that SafeDrop is also allowed for corrections.

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Community Member on at

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Yea correct. You can change the Counted column directly in statement line in case of wrong Tender Declarations (e.g. Cash Declarations).

You may redeclare the tender and later you can decide to use the latest tender declaration in the system.

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Galia Handjieva 725 on at

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Thank you, Vishal

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Community Member on at

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Hi,

Mauro Silva how can we change amount by opening statement from Transaction > Banked tender transactions.

Tendered and Amount in transaction currency tabs are not editable.

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Harisgillani 291 on at

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Hi Fellows,

I did the suggested process to correct bank drop amount at open statement but as i entered correct amount bank drop line show zero amount and error incurred at time of post. i just wanna confirm i must have to predefined the maximum normal difference in Store form to perform correction if not kindly suggest.

Regards

Haris Gillani

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