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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Recall Transaction for...
Microsoft Dynamics RMS (Archived)

Recall Transaction for Return - How to recall transactions from other stores?

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Posted on by Michael K 130

We are a multi-store retailer and we have a big issue with RMS when customers return an item bought in another store. The question I have is how does one recall a transaction purchased in store A, when processing the return in Store B? Is this possible or are there any known plug ins or work arounds for this?

This is an issue for as as it frustrates customers. We need to use the Recall function as we have many discount weekends, mid season sales plus we have a 10% loyalty discount for regular customers - so recalling is imperative for us in order to recall the correct transaction amounts. Thanks!  

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  • JesseBoan Profile Picture
    JesseBoan on at
    RE: Recall Transaction for Return - How to recall transactions from other stores?

    As a workaround you can use return mode. Hit Ctrl + F4, ring up the items from the receipt, and tender out. If there was a sale on the items that is no longer applied at the return point, you would have to adjust for that with a price change on the POS. You can also exit return mode prior to tendering by hitting Ctrl+F4 again, so you can ring up items the customer wishes to purchase in addition to the return, so all that's left is the difference.

  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: Recall Transaction for Return - How to recall transactions from other stores?

    Hi Michael.

    As said in the previous posts there is no standard functionality in RMS for this (the store databases are local). Don't think there is an out-of-box add-on for what You want (maybe some of the Partners have something), but this could be done with a small development, 3 components... This is just an idea, but I’m sure can be done:

    1º) you can build up a Web Service on the HQ Database Server side that can be used for checking if the ticket that the Customer have is correct and have not be returned in the store where the sale was done or any other store. The call’s to retrieve data from the WS should be executed from the POS machines.

    2º) If the result of the WS is negative, create a transaction in the POS with all the Items from the original ticket. The transaction can be edited before tendering.

    3º) When a transaction is returned in different store than where purchased, You need to save some data in the local database and upload it to RMS HQ with TableSync, so it can be used for the WS in the checking process

    It’s just an idea, but I think that can be done…

    Regards, A.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Recall Transaction for Return - How to recall transactions from other stores?

     Stores will search the LOCAL store database only for sales transactions.  As far as I know there is no add-on for this function.

      Our Customer Service Desk can run SSRS Reports against our HQ Database to confirm a sale in another store but there is no native integration.

  • RMS Goddess Profile Picture
    RMS Goddess 170 on at
    RE: Recall Transaction for Return - How to recall transactions from other stores?

    I have a customer that runs 3 stores and uses bLoyal for their customer loyalty program.  A side benefit is that you can see the enterprise purchase history which would allow for a few more controls around returns.  Doesn't totally get around the issue but provides a few more tools with added benefit of a loyalty program framework.  

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Recall Transaction for Return - How to recall transactions from other stores?

    Hi Michael,

    Mutlstore transactions recall not possible in RMS. I have not seen any plugging for this feature as well.

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