Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics RMS (Archived)

Adding customers at the register Or Global customers flowing to the register

Posted on by 360

I hope someone can help me with this problem. When I try to add customers at the register is says "you are not allowed to create new customers at the POS" I have checked every where and do not see how to allow this, at the cashier level it is allowed to view and edit all customers . Okay so I thought I would out smart it and setup at in Global Customers and let it flow over, I cannot get it to flow over to the POS what is it that I am doing wrong?

I have checked the template setting, view security all says changeable, POS setting are all blue. What am I missing here? Need this to work for loyalty cards.

Lynn Revis

 

*This post is locked for comments

  • Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on at
    Re: Adding customers at the register Or Global customers flowing to the register

    Try backdating a 401 to a date before the issue started.

  • bahamablonde Profile Picture
    bahamablonde 95 on at
    Re: Adding customers at the register Or Global customers flowing to the register

    I am also having trouble getting changes/modifications (not account adjustments) made in Headquarters to global customer accounts to be reflected in the customer list in Store Operations POS/Manager.

    I've run the Request Data Upload worksheet, but it doesn't seem to work. What should I be doing?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Adding customers at the register Or Global customers flowing to the register

    Hi Lynn

    You're looking for a setting in Store Operations Manager, File Menu--> Configuration then as highlighted

     

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans