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Microsoft Dynamics RMS (Archived)

Restrict Cashier to Charge only

Posted on by 20

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

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  • TheNeos Profile Picture
    TheNeos 1,335 on at
    RE: Restrict Cashier to Charge only
    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.
  • Kevin Antosh Profile Picture
    Kevin Antosh 1,645 on at
    RE: Restrict Cashier to Charge only

    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).

  • nicholasgibbs Profile Picture
    nicholasgibbs 20 on at
    RE: Restrict Cashier to Charge only

    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
    Kevin Antosh 1,645 on at
    RE: Restrict Cashier to Charge only

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

  • Verified answer
    Kevin Antosh Profile Picture
    Kevin Antosh 1,645 on at
    RE: Restrict Cashier to Charge only

    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.

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