web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics RMS (Archived)

Restrict Cashier to Charge only

(0) ShareShare
ReportReport
Posted on by 26

Is it possible to set up a cashier to only be able to use charge accounts?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Kevin Antosh Profile Picture
    1,649 on at

    Hi, if you are RMS 2.0, then you can setup advanced security settings or security levels via RMS Manager under "File", "Security", "Set Security".  You may want to review this setting before making any changes. Help can be found in the RMS users guide or from the Help screen in RMS Manager. be very careful as it is quite easy to actually create a security setting that prevents you from making security setting changes and could lock you out of RMS. Please let me know if you need further assistance - our toll free support number is 888-267-7483.

  • Kevin Antosh Profile Picture
    1,649 on at

    (for making security changes in the RMS point of sale module - see the help guide in RMS Manager).

  • nicholasgibbs Profile Picture
    26 on at

    We have multiple lanes and I need this change on only 2 of the lanes.

    I enabled security mode and then went to view security. A box comes up with fields - Form Name, Class Name, Control Type.

    What exactly do I do now?

  • Kevin Antosh Profile Picture
    1,649 on at

    Follow the instructions in the RMS users guide or help screen. You can also contact your Microsoft Dynamics RMS Partner for assistance. If you do not have a partner, our toll free support number is 888-267-7483. I would strongly advise obtaining some help as this is an area of RMS that requires some special training (only takes about 30mn to learn).

  • TheNeos Profile Picture
    1,347 on at
    This probably is a work around. I haven't tried it.
    What if a cashier (Person) is restricted to open the till? Would that be practical?
    For this Cashier > Properties > Cash register "none" would do.
    Any any other cashier would be able to work the till as normal.
    Or on Registers restrict a POS (Lane) of cash drawers where any cashier can do transactions but not open the till.
    For this Registers > unticking all cash drawers will do.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics RMS (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans