On Dynamics 365 for Finance and Operations functionality was added for managers to recover and unblock terminals. This functionality was added with KB 4101053 on 7.2 and KB 4338783 (Application Update 18.104.22.168) and the updates are available in Lifecycle Services.
Prior to the hotfixes when POS had an issue closing a shift, the shift could be stuck in an Open and Closed state. The shift for the terminal is in the CRT.RETAILSHIFTSTAGINGTABLE (which would be considered an open shift) and the AX.RETAILPOSBATCHTABLE (which would be considered a closed shift). When the shift for a terminal is in this state, the shift could not be closed, and a new shift could not be open.
The above example is one of the reasons the new Manage Shifts functionality was needed.
Lifecycle Services Articles (As of 8/1/2018 – Subject to change)
7.2 Hotfix KB4101053
Functionality was also added in Application Update 22.214.171.124
KB 4338783 Microsoft Dynamics 365 for Finance and Operations – Version 126.96.36.199. (X++ part)
KB 4338784 Microsoft Dynamics 365 for Finance and Operations – Version 188.8.131.52. (X++ part)
With the new Manage Shifts functionality, the “Show blind closed shifts” operation has been renamed to “Manage shifts” where users can view opened and suspended shifts, as well as perform shift operations on blind closed shifts or delete “stuck” invalid shifts.
Note: The POS operations is changed to “Manage Shifts”, but Button grids containing this operation should be renamed to reflect this change.
Demo Data still displays “Show Blind closed shifts”Open Button Properties and change the Button text to “Show Manage shifts”Business Purpose of new feature: Easier for managers to monitor the shifts and take actions if required.
This can be done by Logging into the POS and clicking on “Show blind closed shifts” (or “Manage Shifts” if renamed) on the POS home page. There will be displayed all the currently open, suspended and blind/closed shifts. They can be managed only by a user with sufficient permission (for example manager) – “Users can now view all opened, suspended, and blind close shifts in the POS. Invalid shifts can also be deleted to quickly recover and unblock terminals”.
Technical Details/Specifics: Most important is that “Manage Shifts” is only active if “Shared Shift Drawer” is activated (Retail > Channel setup > POS setup > POS profiles > Hardware profiles > Drawer):
*Note: Make sure that you have selected the correct Hardware Profile for the POS and you have synced the changed to the POS.
Example of “Manage Shifts” with activated “Shared Shifts”:
Log In with worker A on POS (device) 1 and start a New Shift.
Afterwards Log Off with worker A.
Now Log In with worker B on POS (device) 2 and you will be asked to Resume Shift (as Shared Shift is active).
Afterwards just navigate to “Show blind closed shifts” (or “Manage Shifts” if renamed) on the POS home screen and open the page. You can see all the Blind/Closed, suspended and Opened shifts.