POS Declared Entry
This
chapter describes how to proceed when carrying out a POS declared entry.
The MICROS Retail OSCAR POS application offers the following
different ways to carry out a POS declared entry:
- POS Declared Entry
(Operator) at the administration terminal.
POS declared entry per operator.
- POS Declared Entry
(POS) at the administration terminal.
POS declared entry per POS terminal without displaying the calculated
values.
- POS Declared Entry
(Supervisor) at the
administration terminal.
POS declared entry per POS terminal, for operators with supervisory state,
with display of the calculated and declared values.
- POS Declared Entry at the POS terminal.
By pressing the <DECLAREDENTRY> key.
Attention!
The POS declared entry will be stored in the
system as a money transaction, i.e. a POS terminal has to be assigned for this
process unit for the POS declared entry at the administration terminal.
POS
declared entries at the administration terminal can be started in the update
program Branch via the buttons POS Declared Entry (Operator) , POS Declared Entry (POS) or POS Declared Entry (Supervisor).
The
data of confirmed POS
declared entries can be viewed in the window Transactions
(Application-> Sales); select the Transaction Type “Money Transaction” and the Money Transaction “Declared Entry”.
For further explanations on the POS declared entry go to Parameter that have effects on the POS
Declared Entry. Note that POS declared entries may only be carried out for
operators who are not signed on at the POS terminal. Explanations of how to
proceed when carrying out a POS declared entry at the POS terminal can be found
in the user manuals.
Attention!
The following description of the POS
declared entry refers to the default settings of the MICROS Retail OSCAR POS application. In
the file "runDeclEntry.fgl", you can change parameters that change
the POS declared entry procedure decisively:
- Parameter
"AutoCreatePos"
1 = In the window Payment Types (Declared Entry), all payment types
found as „booked“ by the system will be displayed (default).
0 = The payment types will not be displayed.
- Parameter
"DiffIsForAllPays"
0 = The difference determined in the
window Terminal Type is valid per payment type
(default).
1 = The difference is valid for the total sum of all payment types entered
within the declared entry.
- Parameter
"IncOpAccount"
1 = The confirmed declared entry
increases the account period number of the operator (default).
0 = The number of the account period will not be increased.
- Parameter "MyFirstTry"
1 = If a difference between the
calculated and the declared values is detected, a message appears and the
declared entry can be repeated at will (default).
0 = A correction of the declared values is not possible.
The
following description is based on the standard parameter settings of the MICROS Retail OSCAR POS
application. In the file "runDeclEntry.fgl", you can change the
parameters that change the POS declared entry procedure decisively: The
explanation of the parameters can be found in the document Declared
Entry.
Further
information can be found under Parameter which have Effect on the POS Declared Entry. The description of the individual fields can be found under Transactions.
Some
general notes:
- A POS declared entry is to be carried out in two
steps. First, you create the frame data in the window Declared Entry
(operation number and operator number).
In the second step, you enter the counted payment types. This is to be
done in the sub-window Payment
Types. POS declared entries will be handled as transactions which you
can view via the window Money Transactions.
You can receive a budget/turnover comparison in the operator report
(Operator-> Report -> Money Statistic-> Money Statistic Operator
Account).
- Before you enter the values, save your frame
data.
- The values are also to be saved in the main
window.
- You can carry out the POS declared entry in
multiple “sessions”. Corrections and additions remain possible until you
confirm the declared entry.
- The confirmation is carried out by pressing the
key. Confirmation
means:
- There will be a check for differences between
the calculated and declared values that are located outside the permitted
tolerance area (window Terminal Type,
Parameter: Declared entry diff.).
The calculated values will not yet become declared values. (The following
statements on the repeated declared entry procedure are only valid for
the Standard Parameter Settings.)
- If a difference is detected (that is too high),
the system generates a corresponding error message (e.g. Difference too large). If you click
on the OK button the system will take you back to the payment type mask.
Since the values have not been transferred by the system yet (this goes
for the payment types without a difference, too), the complete declared
entry has to be repeated. The entry can be limited to the correction of
the payment types objected to. If there are still differences, repeat the
declared entry. You can repeat the procedure as often as you like – even
at a later point in time. Only when you confirm the values which you
entered and which were objected to by the system (i.e. without
correction) by pressing the
key, the confirmation will actually take place;
the calculated values will be overridden by the entered declared values.
- The switch Confirmed
will be activated. The POS declared entry for this account period is
complete. Further modifications are impossible. This declared entry has
been deleted from the sub-window “Missing Declared”. At the same time,
the account period is deleted from the selection in the field Account No..
The
procedure:
- Click
on the button “Actions Branch” in the window Branch.
Then open the window Declared
Entry (Operator) by clicking on the button of
the same name in the selection window.
- Enter the Company
and Branch No. if they are
not preset.
- The field Terminal displays the number of the
POS terminal with which the POS declared entry will be stored as a Transaction (Transaction
type: Money Transaction; Transaction:
Declared Entry). Confirmed declared entries can be reviewed via this
window.
- Confirm the field Operation without making an entry; the operation no.
will then be assigned automatically.
- The field Operator displays the number of the
operator signed on at the administration terminal, i.e. the one who
carries out the POS declared entry.
- In the fields Date
and Time, the point in time
of the declared entry is recorded.
- Enter the number of the operator for whom the
declared entry is being carried out in the field To Operator. Operator and To Operator can be identical. The “To
operator“ must not be signed on at
the POS terminal. (When carrying out a declared entry at the POS
terminal, the cashier must not be
signed off!!)
- Select the Account
No. for which you would like to carry out the declared entry.
Please note the account no. will only be generated after starting the
reports Operator Account and
Operator Account (single) in
the update program Operator -> Report -> Booking Money Statistics.
- Save your entries.
- Open
the sub-window Payment Types via
the button Payment
Types.
- Enter the counted values per payment type in
this window.
- Enter a position no., a payment type no. and the
amount per value. The amount can be entered in part steps. Confirm every
entry via the Return key!
- For payment types for which the parameter “Need
declare entry” has not been
activated (window Payment Type), you do
not have to enter the declared values. The calculated values will
automatically become declared values. At the same time, they will be
transferred to the table.
- Close the window after making your entries.
- Now you are back in the window Declared Entry (Operator).
- Save your entries.
- Press the
key after making all declared entries. Repeat the
declared entry (now or later) if the system reports differences. The POS
declared entry can be repeated as many times you like.
- When you press the
key for a second time without having
corrected your entries, the calculated values will be overwritten by the
declared values you entered. The OPOS declared entry is then complete,
the values have been confirmed. Confirmed means that the values have been
recorded in the statistics and that a system-internal flag has been set
that says that a declared entry has been carried out for this account
period of this cashier.
- Sub-window Missing
Declared
- Via this window, you can start to print the
protocol on which the operators are listed for whom declared entries are
still to be carried out.
- Sub-window Print
Voucher
- Via this window, you can start to print the
protocol of your declared entry. The voucher print is only possible as
long as the window has not been closed. Otherwise you will have to start
the printout via the menu Report.
MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin
Germany