In this post I will show you all the different ways you can put a customer on hold in Dynamics 365 Finance and Operations Dynamics 365 Finance and Operations has standard customer management functionality that allows account receivable managers or customer account managers to put customer accounts on various types of holds. These different hold types can restrict certain transactions or completely hold the account for all transactions. There are also ways in D365 Finance and Operations that instead of putting an entire customer account on hold, you can put an individual sales order on hold. These holds can be for operational, regulatory, or for credit reasons. Steps:- Navigate to Accounts receivable > Customers > All customers. Open the customer account you want to put on hold by clicking the customer account number hyperlink. In the “Credit and collections” fast tab, click the dropdown for the “Invoicing and delivery on hold” field and select the type of hold required for the customer. There are really only 3 options for customers (“No”, “Invoice”, “All”). The other three are used only for vendors. No – This means that the customer is not on hold. So, if you want to take a customer off hold chose this value. Invoice – This hold type means that a sales order can be created but the packing slip, and invoice buttons will be disabled. This option will still allow you to post payments against the customer. You will also receive a warning message when you create the sales order letting you know that the customer is stopped for invoicing. All – If you select this option the customer is on hold for all transactions which includes, payments, sales orders, sales quotations, and invoices. When you attempt to create a transaction like a sales order you will receive an error message. You will be able to create a sales quotation but the “Send quotation” button will be disabled.

In this blog, I am going to showcase how to resolve the issue in product creation This issue is generally happening which the specific user. When a user will try to create a new customer getting the error of ‘There is no datasource in the query. Steps to resolve this issue:- Click on Settings. Select the User Options. Click on Personalization. In the Technical name column search for “Ecoresproductcreate” personalization and clear that personalization. Logout from that user and log in again and this will be resolved. hope this helps!

In this blog, I am going to showcase how to resolve the issue in purchase orders at the time of receiving. Once the purchase order is confirmed and try to receive it, you may run into the below error. This issue is happing because purchase order lines are not updated properly. When you are received the purchase order line using excel add-in, the purchase order line will not be imported properly. Use data entity in data management to import purchase order line.  Steps to resolve this issue in the purchase order. Open the purchase order. Select the purchase order line for which you are facing this issue. In the line details, Check the inventory quantity. The quantity must be there, you will face this issue because the inventory quantity is blank. If the Inventory quantity is blank, then click on the Purchase order tab and make a change request. Click on edit and update the inventory quantity, according to purchase order line quantity, and Save the purchase order. Confirm and again try to receive the Purchase order. In the receive tab, click on the product receipt. If you are facing this issue for multiple purchase order lines then cancel that Purchase order. Create a new PO and import the purchase order line with the data entity. Hope this helps!

In this blog, I am going to showcase how to resolve the issue in Payment Method on Retail POS. When a customer will come to the shop and want to buy an items with a different payment methods like check, currency then getting the above error on the POS. This error occurred because, in the payment, Some configuration was missing. Steps to identify the missing configuration in the Payment method. Go to all stores and select the store for which you are facing this issue. Click on Payment method. Select the payment method for which you are facing this issue. In the General tab, the operation name must be there. In the Posting tab, all the account number must be setup. Save and Go to Channel Database and run full sync for 1070, 1090, and 1110 jobs. This will take 15-20 minutes to save the data. Refresh the POS link and this issue will resolve. hope this helps!

Introduction: A “shared shift” configuration lets retailers have a single shift across multiple registers, cash drawers, and users. A shared shift has a single starting amount and a single closing amount that are summarized across all cash drawers. In this scenario, a separate cash drawer isn’t reserved for each register. Instead, all registers can share one cash drawer. Note: Before using shared shift make sure that all the existing shifts at all the POS terminals of the store are closed. Steps: Login with user id at the main MPOS terminal. Open a new shift Now login at all the other terminals of the store Select the option: Resume an Existing Shift Perform Sales and other functions on all the devices End of the day before closingthe shifts Make sure that all the users have logged off from the other terminals except Main MPOS. On the Main POS: Close the shift. Using Shared shift all the transactions done across the store would be captured under one shift.

In this blog, I am going to showcase how to resolve the error while printing the X/Z report from POS. In the store, go to payment methods. Select the tender Remove/ Float payment method. The payment method configuration for “Tender remove/float” was incorrect. If you don’t want to have the same problem be sure to unmark all the “tender declaration options” at this payment method. If you need to unmark after saving it you need to do it at RetailStoreTenderTypeTable.counting required there will be a record per payment method per store, so update as many as you need. After performing these steps, run Full sync from Channel Database. Refresh the POS link. You will able to see the start amount in both X/Z report. Hope this helps!

In this blog, I am going to showcase how to resolve the error while returning invoice orders in Retail POS. When a customer will come to the shop and want to return the order which already invoices then getting following error on the POS This error was occurred because the return reason code setup is missing. Steps to Configure Return reason code. Set up return reason code groups Go to Sales and marketing > Setup > Sales orders > Returns > Return reason code groups. Select New to create a line for a new return reason code group. In the Return reason code group field, type an identifier for this group. In the Description field, type a brief phrase to explain how this group will be used. Set up return reason codes This procedure helps you set up return reason codes that you can use to indicate why a product was returned by the customer. Go to Sales and marketing > Setup > Sales orders > Returns > Return reason codes. Press CTRL + N to create a new return reason code line. In the Return reason code field, enter text to identify this code. In the Description field, enter text to describe the return reason code. Use the Return reason code group drop-down list to add the code to a return reason code group. Once all setup complete. Run 1030, 1070, 1090, and 1110 and refresh the POS link. Now you will get the below info code to enter the reason for the return and you will successfully return the invoice order. hope this helps!

In Dynamics 365 for Finance and Operations we have to deploy changes to environments by creating deployable packages and installing these via Lifecycle Services (LCS). This usually works pretty well, but sometimes it can fail. While doing environment update and getting error in Step 25.  Database Sync error. You can resolve this issue by performing below steps: Open environment VM, Inside VM locate the below path. Locating DBSync DbSync (syncEngine.exe) will typically be located in the following directory under the service volume: \AosService\PackagesLocalDirectory\bin Open Cmd in administartor mode and Run Command: Running DBSync Below is the template for the command to run a Full Sync. [ServiceDriveLetter]:\AOSService\PackagesLocalDirectory\bin\syncengine.exe -syncmode=”fullall” -metadatabinaries=”[ServiceDriveLetter]:\AOSService\PackagesLocalDirectory” -connect=”Data Source=[Servername];Initial Catalog=[DatabaseName];Integrated Security=False;User ID=[];Password=[]” -verbosity=”Diagnostic” > DbSync.log 2> DbSync.err Replaced with below details: [ServiceDriveLetter] = G [ServerName] = customerServer [DatabaseName] = customerAxDb [UserName] = ________            // Typically: axdbadmin [Password] = ________ After run this command, go to below path. Open  DBSync file, you will see the Output of the DBSync. Once it’s successfully Sync. Retry the deployment then this issue will resolve. Hope this help!!

Email receipts are an environmentally friendly option for processing retail sales. The customer can decide whether to receive a printed receipt, an email receipt, or both. This topic explains how to set up email receipts in Dynamics 365. Prerequisite To get started, we must Install/configure a SMTP server to send an emails. Steps:  1.Connect Dynamics 365 to the SMTP server. Path to go —- System administration > Setup > Email > Email parameters. Set the values of following fields: 2.Email Template setup for receipt Path to go Organization administration -> Setup -> Email templates. Create a template for Email receipt. Click on “Edit” and upload email template for the body of the email messages to be sent. Insert the placeholder %message%. 3. Set Email Notification Profile Path to go Retail and commerce -> Headquarters setup -> Parameters -> Retail parameters. Click on General tab and select the value for “Email Notification”. Click on the value selected for “Email Notification”. 4. Set default options for email receipts Path to go Retail and commerce -> Headquarters setup -> Parameters -> Retail parameters. Click the Posting tab, and expand the “Email receipt”. After this open Store where you need to configure Email Setup. And select email notification profile. Click on functionality profile of Store Select Email receipt id Run below jobs 1070 – Channel configuration 1090 – Registers 1110 – Global configuration Now you will get pop up of email receipt from POS after Sales done. Hope this helps!

Info codes to use to capture data at the point of sale when a worker performs various actions, such as product sales, product returns. By using info codes, you can track data such as the  reason that a product was returned or  postal code.. Prompt provided in info codes not show as expected on POS. Use following steps. Open info code add prompt. Click on translation tab enter the same prompt in translation . Run 1030 Job and refresh the browser link and Login. Now you will able to  see the expected prompt on POS. Hope this helps !