AM Operations is a feature that allows you to assign daily transactions into one day during the midnight shift that occurs during change of the day ( for example: between 11.00 PM - 05.00 AM). You can assign the transactions on -1 day or +1 day ( the day before a closing shift or in the closing shift ) by following the steps below in this article:
I. How to Setup
Step 1. Go to Setup menu then choose Module on More Menu - Shift - Enabled Shift
Step 2. Scroll down to AM Operations*
*If we don't make any changes on the Shift Order on Closure to Yes, the default Date from Invoice will be adjusted to the current time during closure shift:
Step 3. Set Shift Orders Date on Closure to Yes, Set the time for an opening shift on the left form and closing shift on the right form, Choose Posted Date -1 to assign transaction into previous days of closing shift, and Save
Setup Name | Description |
Shift Orders Date on Closure | This config is used for active config Posted Date |
Left Form (Time) | This form is used to input opening shift Time |
Right Form (Time) | This form is used to input closing shift Time |
Posted Date | To assign the transactions on -1 day or +1 day ( the day before a closing shift or in the closing shift ) |
II. How to Use
Step 1. Set the AM operation
On the example below we're going to add AM Operation for the transactions between 03.00 PM - 05.00 PM will be set into previous date
Step 2. Go to Sell Menu then Sell the products
Step 3. Go to Shift Menu then close register
Step 4. Go to the Orders menu and select Customer Invoice
And you will see that the Transactions from the last closure shift will be assigned to the Previous day on the recent Closure Shift