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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Retail statement trans...
Supply chain | Supply Chain Management, Commerce
Suggested answer

Retail statement transactions adjustment to add expenses

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Posted on by Gilbert Khayat 3,254

Hi, 

is there a way to add statement lines after statement calculation example cashier forgot to add an expense line and is part of his/her shift. is there a way to make these adjustments at the statement level prior to posting?

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  • Suggested answer
    Shaimaa Abo Gabal Profile Picture
    Shaimaa Abo Gabal on at
    RE: Retail statement transactions adjustment to add expenses

    Hi Georgek,

    To add new transactions to statement, you need to clear it and recalculate it again .

  • Gilbert Khayat Profile Picture
    Gilbert Khayat 3,254 on at
    RE: Retail statement transactions adjustment to add expenses

    sorry, I am not sure I understand would it be possible to provide steps on how to add transactions to a close shift in D365 backoffice?

  • Juliet Zhu Profile Picture
    Juliet Zhu on at
    RE: Retail statement transactions adjustment to add expenses

    Hi Georgek,

    If shift has been closed, you won't be able to add an expense transaction to this shift, because Z report has been generated.

    You will have to create a new shift in POS, and log this transaction with current date.

    If you calculate statement by date/time, it will include these 2 shifts in same statement. However, kindly be noted that the expense amount in voucher will be reflected with new date.  

    Thanks,

    Juliet Zhu

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