8 Using Enterprise Cash Management (ECM)

This section describes the operations you can perform with Enterprise Cash Management (ECM). The privileged workstation operator can perform the ECM operations described in this chapter for most receptacles. Individual Receptacle Types lists each receptacle type and indicates the permissible operations. For example, you can open all receptacle sessions, but can adjust a cash deposit only for a bank deposit receptacle session. (You cannot adjust a cash deposit for a safe, till, server bank, or petty cash receptacle.)

The workstation operator must have the appropriate privilege set from the Simphony EMC in order to perform the ECM operations.

Topics:

• Opening a Receptacle Session
  
• Adding Funds (Safe Only)
  
• Performing an ECM Paid-In
  
• Performing an ECM Paid-Out
  
• Counting a Receptacle Session
  
• Saving a Count
  
• Recalling a Count
  
• Adjusting a Count
  
• Adjusting a Count Sheet
  
• Depositing Cash
  
• Transferring Funds
  
• Opening, Saving, Recalling, and Submitting a Change Order (Safe Only)
  
• Reconciling a Change Order
  
• Removing Funds (Safe Only)
  
• Reconciling a Receptacle Session
  
• Adjusting a Cash Deposit (Bank Deposit Only)
  
• Adjusting a Reference (Bank Deposit Only)
  
• Till and User Assignment
  
• Assigning a Till to a Cash Drawer
  
• Assigning a User to a Till
  
• Performing Quick Start
  
• Allowing Access to the Till
  
• Determining Till Assignment Status with Smart Key
  
• Adjusting the Starting Amount
  
• Pulling Cash
  
• Unassigning a User From a Till
  
• Unassigning a Till From a Cash Drawer
  
• Reopening a Receptacle Session
  
• Viewing Receptacle Status
  
• No Sale Operation
  
• Viewing ECM Alerts and Summary with the Engagement Cloud Service
  
• Swapping Tablets with the Oracle MICROS Base Station
  
• Offline Cash Management Operations
  
• Back of House Receptacles Offline
  
• Till Offline
  
• Server Bank Offline
  
• Consolidating Offline Server Banking Sessions
  
• Individual Receptacle Types
  
• Property Reports