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

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

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

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

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

  • Turn on Field Tracking on POS Receipts. Done

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

    • Will need to setup based on user

Cancelling POS Sales Invoices

Add Tab for Cancelled…