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Dynamics 365 Commerce

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Sep 11, 2024

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  • Dynamics 365 Commerce statement posting process pulls transactions from Store Commerce app/web based on parameters set in Commerce parameters and Stores pages.
  • Statements can be created manually or via batch processes, involving steps to create, calculate, and post statements.
  • Statement calculation in Dynamics 365 Commerce uses tender declarations to highlight differences between sales amount and counted amount.
  • When posting a statement, sales orders and invoices are created for sales, with cash and carry sales aggregated onto one order.
  • Trickle feed-based order creation for retail store transactions is recommended for better performance and business benefits.
  • Validate store transactions job ensures only consistent transactions are passed for statement posting.
  • Steps to calculate and post statements involve creating a new transaction posting, viewing transaction details, and posting the statement.
  • Financial reconciliation involves recalculating tender amounts and identifying differences between declared and actual amounts before posting the statement.

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