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  • Add GoldFinch Customer Receipt lookup field, and Customer Receipt Document Status (a formula field) to POS Receipts.

  • If Customer Receipt Document Status is posted, do not allow to delete/modify POS Receipts.

  • If a Sales Invoice is posted, do not allow insert/delete/modify POS Receipts.

  • When posting Sales Invoices for POS Record Type, check to make sure POS Remaining = 0

  • When printing invoices for POS Record Type, check to make sure POS Remaining = 0

  • Turn on Field Tracking on POS Receipts.

  • Control the unpost function. Not everyone has access to the unpost function