Financial reconciliation of retail transactions in the store
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| End users by admins, makers, or analysts |  Apr 17, 2020 |
May 29, 2020 |
Feature details
This feature will only work with the trickle feed order creation process and will be driven by a parameter for retailers to decide if they want to create financial statements in the Modern point of sale (MPOS) or Cloud point of sale (CPOS) client or in the Retail headquarters. This feature will enable store managers to:
Create financial retail statements for their shift in MPOS/CPOS.
Make adjustment entries for cash, as needed, using the currently available cash management transaction types.
Post financial retail statements in MPOS/CPOS.
Use financial statements posted in MPOS/CPOS and post the same in Retail headquarters.
This process will eliminate the need to create and post financial statements in Retail headquarters.