Company

The program description deals with the following:

Remarks on program function

Update basic data, i.e. programming, changing or clearing, is possible with this program. Data which has already been stored can also be displayed for information.

The MICROS Retail OSCAR POS application must be structured in hierarchies in the same way as companies/branches are organised.

This structure should be programmed before the system can be used. The depth of the structuring, which levels are to be programmed, etc. is dependent on the organisation of the company.

The hierarchy layout can be found in graphics Self-service and Hospitality. They show the sequence to be adhered to during structuring. If one level is linked to another, this must have already been programmed in the system. The following applies here: The user changes to the appropriate update program and superior organisation level by clicking on a button with <Mouse key 1>.

The company is the second highest hierarchy step in the system after the License. The MICROS Retail OSCAR POS application can administer up to 9999 companies. The exact description of this level depends on the organisational structure of the company. The organisation also defines whether one or several companies are to be programmed. At least one company has to be programmed because no Branch or Branches and consequently no terminal, no profit centers could then be programmed.

Note:

The following sequence applies:

  1. Define the licensed user by entering a short text, name, etc.
  2. Program the company
  3. Program the branches; link them to the programmed company
  4. Program profit centres; link them to programmed branches
  5. Program the terminals; link them to programmed profit centres

There are other cross references which should be borne in mind; reference is made to these in the program descriptions.

Remarks on data fields

The following description deals with all available options for update of this basic data.

As with nearly all other programs the following also applies here:

Company

Entry range permitted: numeric 1 - 9999

The MICROS Retail OSCAR POS application looks after up to 9999 companies. If a new company is to be programmed, a free no. should be chosen and entered.

Changes or clear operations are carried out by calling up the data record from entry of the no. in the key fields. If the number is not known, the data record can be selected with Search.

Descriptor

Entry range permitted: alphanumeric max. 20 pos.

Enter the name of the company if a new one is to be programmed. Any text can be entered, but it should be easy to identify.

The text can consist of letters, numbers, blanks and special characters. If a data record has already been programmed, the company name is shown automatically after number entry. If a name is entered, please ensure that this is shown in the program menu.

If this update program has been called up from another menu, the name will be shown, if applicable.

Address

Entry range permitted: numeric 1 - 99999999

Enter the address no. to which this company is to be linked. If the number is not known, the data record can be selected with  Search.

Addresses are updated with program Address.

Basic paym.type

Window with firmly defined selection options

The entry in this window defines which currency is to apply as the base payment type on the company level.

Click on this button to open the window with the programmed payment types and select the appropriate currency.

If no base payment types have been programmed, click on the button to change to the window Payment type. The base payment type is then programmed.

Note:
Please note the country-specific setting in program Branch. If specific parameters have been linked in program Branch , field Country, the base payment type defined for this branch has priority over the settings in Company. 

2nd pay type

Window with firmly defined selection options

After linkage of a second payment type the purchase total will be shown in two payment types and this information is printed on the receipt. If one is a foreign currency the exchange rate will also be printed on the receipt.

Note:
Please note the country-specific setting in program Branch. If specific parameters have been linked in program Branch , field Country, the base payment type defined for this branch has priority over the settings in Company. 

Entry of a second payment type is particularly important for the introduction of the "EURO". During recording the subtotal and purchase total are shown in both payment modes - "EURO" and domestic currency. The exchange rate (Payment type) and the converted purchase total are shown on the receipt and on the customer invoice (via list printer). The customer can decide which currency is to be used to settle the purchase total. Other payment types can also be used as a second payment type.

Please note that a payment type to be selected must have already been programmed before it can be selected with program Payment type  Help with programming the Euro can be found under Update Euro.

Account number

Entry range permitted: decimal, max. 11 pos., no decimal places

Enter the account no. in this field. If the account defined has not yet been programmed by the Accounts dept., this no. can be programmed after activating the button in window Account.

Accounts are linked to the company, the departments, the finance types and the VAT rates. In update program Branch a report or a file can be created with Accounts list for transfer to the Accounts department.

More information on the transfer file to the Accounts department can be found in the documentation "Branch path" in update program Branch.

Diff. diff. account

Entry range permitted: decimal, max. 11 pos., no decimal places

Enter the account no. for a difference account in this field. This account has to be created to store any rounding differences in payment types. The account should be linked to the appropriate Payment type in field "Diff.account no.". The appropriate account can be programmed with the next button if necessary.

Decl.diff. account

Entry range permitted: decimal max. 11 pos., no decimal places

Enter the account no.of the difference account for declared entries.

A difference account must be created for the differences in the payment types during the declared entry. The appropriate account is programmed with the adjacent button if it has not already been created. 

Price list

Entry range permitted: numeric 1 - 9999

Enter the number of the price list to be linked to the company.

The MICROS Retail OSCAR POS application allows for very flexible pricing. For example: A price list can be linked to a company and this is then valid in every branch. A price list can also be linked to an individual branch or a subordinate profit center or to a whole group of branches. These special price lists always have priority over a superior level. More details on this can be found under Price list.

Organisation level

Price list

Validity

Company

Price list 1

Valid for the company

Branch group

Price list 2

Valid for a group of branches (has priority over the price list of the superior company).

Branch

Price list 3

Valid for a special branch (has priority over the price list of the superior branch group).

Profit center

Price list 4

Valid for a special profit center (has priority over the price list of the superior branch).

 

Takeaway price

Window with firmly defined selection options

This field defines the price which applies on company level as the takeaway price. Please note that special prices 4 and 5 have been reserved and these cannot be linked up.

Open the window by clicking on it with the mouse and selecting the appropriate price level. The price levels shown are updated with program Price list.

Package price

Window with firmly defined selection options

This field defines the price which is to apply as the pack price on company level.

Open the window by clicking on it with the mouse and select the appropriate price level. The price levels shown are updated with program. Price list defines which price, i.e. special price 1, special price 2, etc. applies. Please note that special prices 4 and 5 are reserved and cannot be linked.

The pack price only applies if the articles are marked as pack articles (Program: Item, sub-window: Sale, field: Package unit).

Net price

Window with firmly defined selection options

This field defines the price which is to apply as net price on company level.

Open the window by clicking on it with the mouse and select the appropriate price level. The price levels shown are updated with program Price list.

The organisation of the company decides which price levels (standard or special) are to be linked. A description can be found under Net price, window "Customers".

Calc.cost price

Window with firmly defined selection options

This field defines the calculation method for stock evaluation and for gross profit calculation in the article and department turnover reports. Open the window with a mouse click and select the appropriate price.

The following is offered:

Loyalty bonus

Window with firmly defined selection options

This field defines the way in which certain customers are to be granted a "Loyalty discount". The system offers the following options:

Note:

Srv.chrg. calc.

Window with firmly defined selection options

The MICROS Retail OSCAR POS application permits a variety of calculation methods for ascertaining the service charge.

The calculation base for the service charge is defined in this field. Open the window with a click of the mouse and select the appropriate no. for the calculation basis.

The most common, country-specific calculation bases are stored in the system (see Update service charge for more details on service charge). The following are offered:

PNF Department

Entry range permitted: numeric 1 - 999999

Collective memory for PriceNotFound department recordings. Enter the appropriate department no. in this field.

The PNF department is programmed in the system with program Department.

Default item no.

Entry range permitted: numeric 1 - 99999999999999

Collective memory for item turnover which cannot be linked to the correct article no. for some reason (e.g. incorrect item links during data import).

If no defined number is entered, item turnover which cannot be linked is stored under item no. 99999999999999.

Default Dept.no.

Entry range permitted: numeric, 1 - 99999

Name of collective memory for department turnover which cannot be assigned in the system. This turnover is stored in the "Collective department" where it is then provided for evaluation reports.

If no defined number is entered, item turnover which cannot be linked is stored under item no. 99999999999999.

Financeno.

Entry range permitted: numeric, 1 - 9999

This field contains the number of the finance type which has been programmed in the system for credit customers.

The finance type for credit customers must be programmed under Parameter -> Misc.param. -> Finance type. Please ensure that this finance type matches the finance type Credit and the options Credit, customer-related and record no. have been activated.

Transfer order finance

Entry range permitted: numeric 1 - 9999

Finance transaction type Deposit is recorded. If a customer order is recorded for another branch (TORDER) and finalised with a payment type or Credit, no sales or stock movements are recorded in the branch in which the article was sold.

Transfer costs finance

Entry range permitted: numeric 1 - 9999

This function requires finance type Paid Out. The consignment and consequently the finalisation of a customer order generated in another branch is completed at the checkout of the branch doing the delivery with function DORDER. A customer order finalised with function DORDER closes the customer order in the branch dealing with delivery, the stock count is reduced accordingly.

Invoicefee finance

Entry range permitted: numeric 1 - 9999

Enter the number for the finance type "Invoice fee finance" which is to apply on company level. This finance type is required to charge invoice fees for customer invoices.

Open the window with the mouse and select the appropriate finance type which is updated in program Finance type.

Invoicefee VAT

Entry range permitted: numeric 1 - 99

Enter the VAT no. which is to apply for the invoice fee for customer invoices.

Open the window with the mouse and select the appropriate VAT which is updated in program VAT in program Branch.

Voucher change FT

Entry range permitted: numeric 1 - 9999

Enter the number of the finance type which is to apply to transactions with vouchers.

Voucher types should also be defined and the appropriate entry made in program Branch -> Add.data in field "Limit change voucher" to define the upper limit as from which a voucher is to be issued as change.

Voucher types are updated in program Parameter -> Misc.parameter -> Voucher type.

Pay In finance type

Entry range permitted: numeric 1 - 9999

Enter the number for a finance type used for deposit. This finance type must have been programmed as type Pay In under program Finance type in the system.

Open the window by clicking on with the mouse and select the appropriate finance type.

Note:
This finance type is required to record any deposits made.
When deposits are paid, e.g. in advance for repairs, there will be differences in the finance reports of the branch and the operator between the goods turnover and the money statistics as no goods turnover is recorded for the deposit amount. These recordings are shown under this finance type in the appropriate reports.

Prom.voucher finance type

Entry range permitted: numeric 1 - 9999

Enter the number for the finance type which is used for promotion vouchers. This type should have been created in program Finance type, Voucher in the system.

Balance PayIn type

Entry range permitted: numeric 1 - 9999

Enter the number of the finance type to be used for offsetting a deposit. This finance type should be programmed under Finance type, type Balance PayIn type in the system.

Open the window with the mouse and select the appropriate finance type.

Note:
This finance type is required for recording the end of a deposit payment.
When deposits are finalised, e.g. when a repair is paid in advance, there will be differences in the finance reports of the branch and the operator between the goods turnover and the money statistics as less money was recorded for the goods turnover. These recordings are shown under this finance type in the appropriate reports.

Deposit Fin.type

Entry range permitted: numeric 1 - 9999

Enter the number of the finance type with which bottle and crate deposits are recorded. This finance type should be defined in program Finance type, type Deposit in the system.

Click on the graphic for further help with Deposit recording.

Bank deposit Acc.

Entry range permitted: numeric 1 - 9999999999

Enter the number for the "Bankdepot account" in this field. If the number is not known, the data record can be selected with Search function.

Accounts are programmed under Company -> Account in accordance with the requirements of the Accounts department.

Accounts can be linked to company, finance type, department, etc. to ensure that the report Account list can be printed out in program Branch for the Accounts department.

None bank deposit Acc.

Entry range permitted: numeric 1 - 9999999999

Enter the number for the "None bankdepot account" in this field. If the number is not known, the data record can be selected with Search function.

Accounts are programmed under Company -> Account in accordance with the requirements of the Accounts department.

Accounts can be linked to company, finance type, department, etc. to ensure that the report Account list can be printed out in program Branch for the Accounts department.

Payment condition

Entry range permitted: numeric 1 - 9999

Enter the number for the "Customer payment conditions" in this field, to determine the default payment conditions for new customers.

Payment conditions are programmed via the program with the same name. If the number is not known, the data record can be selected with Search function.

Payment fee fin.typ

Entry range permitted: numeric 1 - 9999

Enter the number of the finance type which is used for payment fee to pay via the Xenta Spin-Connect Terminal. The Finance type must be from the type "Payment fee" stored in the system.

 Click onto the graphics for further help for the Xenta Spin-Connect Terminal.

Payment TIP Fin.typ

Entry range permitted: numeric 1 – 9999

Enter the number of the finance type which is used for TIP to pay via the Xenta Spin-Connect Terminal. The Finance type must be from the type "TIP" stored in the system.

 

 Click onto the graphics for further help for the Xenta Spin-Connect Terminal.

Made 2meas.para.

Entry range permitted: numeric 1 - 9999

Enter the number for the made to measure parameter in this field.

Note:
This parameter is required if a made to measure order is to be recorded for the customer within a customer order. This parameter is updated in program Parameter -> Misc.param. -> Made 2 meas.para..

Click on the graphic for further help with Customer orders.

Start from fin.year

Entry range permitted: DDMMYYYY (day, month, year)

Note:
If the reports required vary from the standard and do not begin on 01.01. of a year, the date for the start of the financial year should be entered here.

Enter the date on which the financial year is to begin. If the date entered is, for example, 15.02.this year, the financial year will begin on this date and will end of 14.02.the next year. Only enter a value in this field if a financial year is to be selected in the statistics Reports.

Start financial week

Field with firmly defined selection options

Note:
If the reports required vary from the standard and are not to begin on Monday of a week, a different date can be entered here for the start of a financial week. The week no. is based on a normal calendar (Monday is the first day of the week in Europe and Sunday applies in English-speaking countries).

Select a week day to define the day on which the accounting period is to begin. Only make an entry in this field if a financial week is to be selected in the statistics Reports.

Max.days in past

Entry range permitted: numeric, 0 - 999

During a transaction recordings with a date older than the recording date will be accepted by the server.

A value can be entered in this field to define the number of days in the past which will be accepted during the recording. 

 Click on the graphic for further help on Data integrity MICROS Retail OSCAR POS.

Max.days in future

Entry range permitted: numeric, 0 - 999

During a transaction recordings with a date in advance of the recording date will be accepted by the server.

A value can be entered in this field to define the number of days in advance which will be accepted during the recording. 

 Click on the graphic for further help on Data integrity MICROS Retail OSCAR POS.

Max. diff. booking date

Gültiger Eingabebereich: numerisch, 0 – 9

Language 2 operator

Field with firmly defined selection options

Enter the number for the second Language in which different basic data (e. g. Item descriptor, Department descriptor etc) will be displayed on the back office and on the POS.

 

 

Note:
The fields for he second and third language are only available if the environment variable, "OSCAR_OPTIONS=MultiLang" is set in the file oscar.ini.

 

 Click on the graphic for further help on Multilingualism in MICROS Retail OSCAR POS.

Language 3 operator

Field with firmly defined selection options

Enter the number for the third Language in which different basic data (e. g. Item descriptor, Department descriptor etc) will be displayed on the back office and on the POS.

 

 

Note:
The fields for he second and third language are only available if the environment variable, "OSCAR_OPTIONS=MultiLang" is set in the file oscar.ini.

 

 Click on the graphic for further help on Multilingualism in MICROS Retail OSCAR POS.

Customer type (Nordic)

Entry range permitted: numeric, 0 - 9999

A no. is entered in this field to identify the Customer type to allow item turnover per customer type to be included in the statistics. All receipt transactions which are  not recorded via a customer no. will be stored under this customer type in the statistics. If no entry is made in this field the item turnover per customer type will not be recorded for receipt transactions without customers. 

·        This option is only possible if the environment variable "OSCAR_FGLPATH=..\fgluser:..\fglNordic:..\fglDTM:..\fgl" has been entered in "oscar.ini"

·        Report "Item turnover per customer type" (LstCoffeCard) is only available is the environment variable " OSCAR_FGLPATH=..\fgluser:..\fglEspresso:..\fglNordic:..\fglDTM:..\fgl " has been entered in "oscar.ini".

The following parameters must be set in update program Parameter -> Misc. Param. -> Statistics parameter to ensure that statistics data is stored.

Table " ArtTimTCustTypeBr"

 

 

Statistic name

Year

Month

Week

Day

Shift

Statistic name

ArtTimTCustTypeBr

0

0

0

0

0

Reference

ArtTTCTypBrArtRef

0

0

0

0

0

Year table

ArtTimTCustTypeProC

0

0

0

0

0

Month table

ArtTimTCustTypeProC

0

0

0

 

0

Week table

ArtTimTCustTypeProC

0

0

0

0

0

Day table

ArtTimTCustTypeProC

0

0

0

0

0

 

Table " ArtTimTCustTypePro"

 

 

Statistic Name

Year

Month

Week

Day

Shift

Statistic name

ArtTimTCustTypeProC

0

0

0

X

0

Reference

 

 

 

 

 

 

Year table

 

 

 

 

 

 

Month table

 

 

 

 

 

 

Week table

 

 

 

 

 

 

Day table

 

 

 

 

 

 

Shrinkage cost on sales stat.

Switch active: Shrinkage recording and waste from inventory are included in sales statistics
Switch deactivated: Shrinkage recording and waste from inventory are not included in sales statistics

Company-wide voucher[option]

Switch active: An issued voucher applies company-wide
Switch deactivated: The voucher only applies in the branch / the individual company which issued the voucher

The vouchers sold in individual branches must be picked up by the head office after sale (see getStatistic). The data is then transferred to all branches (see Update installation). This means that the vouchers can be surrendered in all branches if the switch is set to Active. Company-wide vouchers can be viewed in program Parameter -> Misc.parameter -> Voucher type -> Central voucher.

Warning!
Please note that company-wide vouchers can be surrendered in all branches between the first "getStatisc / updateInstallation" and the next "getStatisc / updateInstallation". This is normally one sales day (up to switch-over "New day branch"). Abuse of vouchers during this period is not possible as the customer has to present the voucher at the terminal before it can be accepted.

NOTE:
This option only applies to branches of a sub-installation. Vouchers sold in the branch of the head office cannot be processed as company-wide vouchers.

RetSel via head office

Button activated:. A query must be sent to HO for returns which are not from that particular branch.
Button deactivated: Returns can only be recorded for that particular branch.

Note:
This option should be used in conjunction with controlled returns sales if returns are to be recorded from receipts issued by another branch. In addition, it must be ensured that head office permanently receives status, statistics and transaction data from all connected branches (sub-installations) (see Realtime data transfer).

Returns can be handled in the MICROS Retail OSCAR POS application in the following ways.

·        Normal returns
Normal returns sales are called up on the POS with key event "RET". With this type of return sales the system does not check whether this item was previously sold, i.e. any number of items can be sold as returns.

·        Controlled returns sales
Controlled sales of returns are called up on the POS with key event "RETSEL". In this mode returns are checked as to whether this item has already been sold, i.e. only those items can be recorded as returns which have been sold in the past.

 Click on the graphic for further help with Controlled returns sales .

Encrypted passwords

Button activated:. The operator password is encrypted in the database.
Button deactivated: The operator password is not encrypted in the database.

If this option is activated the data will be encrypted in the databases for every new programming and every change of password. The password is entered in both cases as in the past.

Split week turn on year (periods)

Button activated:. The weekly turnover will be splitted correctly at the final period of the year..
Button deactivated: The weekly turnover will not be splitted correctly at the final period of the year..

Note:

Refresh OLAP[button]

After activation of button "OLAP update" the OLAP database is updated. A new OLAP database is generated new after the first touch of the button. After this, it will only be updated.

OLAP -> Excel [button]

After operating button "OLAP->Excel" export to the application program MS Excel 2000 starts and a new working document is opened (see OLAP database ).

Loan price (Beverage)

Window with firmly defined selection options

Note:
This field is only active if the option "Beverage" has been set in file "oscar.ini".

This field defines the price which is to apply as the loan price on company level.

Open the window with a mouse click and select the appropriate price level. The prices for the price levels (price, special price 1, special price 2) are defined via the linked Price list.

 Click on the graphic for further help with the specific settings of a Beverages supermarket.

Return price (Beverage)

Window with firmly defined selection options

Note:
This field is only active if the option "Beverage" has been set in file "oscar.ini".

This field defines the price which is to apply as the return price on company level.

Open the window with a mouse click and select the appropriate price level. The prices for the price levels (price, special price 1, special price 2) are defined via the linked Price list.

 Click on the graphic for further help on the specific settings for a Beverages supermarket.

Part pack price (Beverage)

Window with firmly defined selection options

Note:
This field is only active if option "Beverage" has been set in file "oscar.ini".

This field defines the price which is to apply as the part pack price on company level.

Open the window with a mouse click and select the appropriate price level. The prices for the price levels (price, special price 1, special price 2) are defined via the linked Price list.

The part pack price is only valid if a part pack unit has been linked to the item in program: Item -> Sales .

 Click on the graphic for further help on the specific settings for a Beverages supermarket.

Special price level single price (Beverages)

Window with firmly defined selection options

Note:
This field is only active if option "Beverage" has been set in file "oscar.ini".

This field defines the price which is to apply as a special price for single items on company level. The next item is recorded with the appropriate special price when key <LEVGE> is depressed at the POS..

A special price level for single items can be updated in the linked price list with program Application -> Customer type. In this case the special price is extracted from the customer price list for customer recording after key  <LEVGE> has been depressed.

 Click on the graphic for further help on the specific settings for a Beverages supermarket.

Special price level pack price (Beverages)

Window with firmly defined selection options

Hinweis:
Note:
This field is only active if option "Beverage" has been set in file "oscar.ini".

This field defines the price which is to apply as a special price for packs on company level. The next item is recorded with the appropriate special price when key <LEVGE> is depressed at the POS.

A special price level for packs can be updated in the linked price list with program Application -> Customer type. In this case the special price is extracted from the customer price list for customer recording after key  <LEVGE> has been depressed.

 Click on the graphic for further help on specific settings for a Beverages supermarket.

Clear expired offers in days

Entry range permitted: numeric, 1 - 99999

The value entered in this field defines the number of days which have to elapse before expired offers can be cleared. The clearing operation for expired offers is done in program Application -> Item -> Promotions with report "Clear old promotions".

 Click on the graphic for further help on specific settings for a Beverages supermarket.

Validity of vouchers in days

Entry range permitted: numeric, 1 - 99999

The entry in this field defines the number of days sold vouchers are to be valid.

 Click on the graphic for further help on specific settings for a Beverages supermarket.

Discount in kind in commission

Button activated:
Button deactivated:

 Click on the graphic for further help on specific settings for a Beverages supermarket.

Index

MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin
-Germany-