Preface

Oracle MICROS Simphony is a cloud-based Point-of-Sale (POS) solution that provides business management capabilities using a single tool with vast integration capabilities to property management systems, paperless kitchen display systems, credit card interfaces, and reporting applications.

Purpose

This Configuration Guide provides instructions to set up Simphony release 19.2.

Audience

This document is intended for system administrators of Oracle MICROS Simphony release 19.2.

Customer Support

To contact Oracle Customer Support, access My Oracle Support at the following URL:

https://support.oracle.com

When contacting Customer Support, please provide the following:
  • Product version and program/module name

  • Functional and technical description of the problem (include business impact)

  • Detailed step-by-step instructions to re-create

  • Exact error message received and any associated log files

  • Screen shots of each step you take

Documentation

Product documentation is available on the Oracle Help Center at https://docs.oracle.com/en/industries/food-beverage/pos.html.

Simphony eLearning

The Simphony Learning Subscription provides additional product knowledge through interactive training, guided video tours, and helpful knowledge checks. After exploring the documentation library, use your Oracle Single Sign On to check out the Simphony learning opportunities at Hospitality Learning Subscriptions.

Revision History

Date Description of Change

October 2020

Initial publication.

November 2020

  • Updated Surcharges in Taxes.

  • Updated Follow Me in Guest Checks.

  • Updated Configuring Employee Privileges for Oracle Hospitality Reporting and Analytics in Reporting.

December 2020

  • Removed CAPS Supported Software and Hardware from Check and Posting Service (CAPS) as this information now appears in the Oracle Food and Beverage Compatibility Matrix.

    Added a reference in Check and Posting Service (CAPS) to the Oracle Food and Beverage Compatibility Matrix

  • Added a new chapter called Remote Support.

February 2021

  • Updated Configuring Workstation Translations in the Language Settings and Translation chapter.

  • Updated the following topics in the Peripheral Devices chapter:
    • Configuring a Barcode Reader Using the Barcodes Module Method.

    • Removed Configuring a Barcode Reader Using the Number Lookup (NLU) Method.

  • Updated Enabling Extension Applications in the Extension Applications chapter.

  • Updated Enabling Log Archiving for Workstations in the Log File Management chapter.

April 2021

Added and updated the following for Simphony release 19.2.1:
  • Updated Configuring the Room Charge Tender and Configuring the Loadable PMS Payment Module in the Payments and Currency chapter.

  • Updated Configuring Menu Item Classes in the Menu Item Classes chapter.

  • Updated Assigning Condiments to Parent Menu Item Classes and Using Condiment Prefixes with Menu Item Classes in the Condiments chapter.

  • Updated Configuring Menu Item Definitions in the Menu Item Definitions chapter.

  • Updated Allowing Assigned Receptacle Access and Counts in the Enterprise Cash Management chapter.

  • Added Configuring a Rear Marketing Display (RMD) to the Interfaces with Simphony chapter.

  • Added a new chapter called XProcessor Gift Cards and Plug-ins.

  • Updated the following topics in the Properties chapter:

    • Adding a Property

    • Adding a Revenue Center

  • Updated Enabling Events in the Events chapter.

  • Updated the Transaction Services chapter home page.

  • Updated Configuring Menu Item Definitions, Family Groups, and Condiment Group Names Consumer-Facing Settings in the Transactions Services chapter.

  • Amended the following topics in the Taxes chapter:
    • Updated the Taxes chapter home page, specifically the Inclusive Taxes content

    • Updated Configuring Order Types

    • Added Configuring the Parent Item Tax Class Override

  • Added Configuring Active Main or Sub Level Pricing for Current Round in the Menu Levels chapter.

  • Updated OPERA Self Pay in the Payments and Currency chapter.

May 2021

Updated Cloning Simphony Database Configurations.

Updated Adding a Revenue Center in the Properties chapter.

Updated Configuring a Serving Period in the Taxes chapter.

Added the following topics to the Menu Item Definitions chapter:
  • Configuring Menu Tag Groups and Tags

  • Associating a Menu Item Definition with a Tag

Added the following topics to the Check and Posting Service (CAPS) chapter:
  • Scheduling and Viewing Device Information

  • Device Information Needs Attention State

June 2021

Added the following topics to the Menu Item Definitions chapter:
  • Configuring Menu Tag Groups and Tags

  • Associating a Menu Item Definition with a Tag

Updated Assigning Default Condiments to Parent Menu Items in the Condiments chapter.

Updated Slip Printer in the Printers chapter.

Added Configuring Open Checks on Revenue Centers to Automatically Cancel to the Guest Checks chapter.

July 2021

Added Configuring Time Card Chit Printing to the Employees and Privileges chapter.

Updated the XProcessor Gift Cards and Plug-ins chapter.

Updated Configuring Open Checks on Revenue Centers to Automatically Cancel in the Guest Checks chapter.

August 2021

Added Transaction Services Gen 2 URL and OpenID Connect information to the Transaction Services introductory topic.

September 2021

Updated Adding a Property in the Properties chapter.

Updated Order Types in the Taxes chapter.

October 2021

Updated Configuring the Loadable PMS Payment Module in the Payments and Currency chapter.

Added Removing Legacy Credit Card Drivers in the Payments and Currency chapter.

Updated List of Workstation PMC Reports, and added Closed Check Report Codes to the Reporting chapter.

November 2021

Updated Configuring Options for Australia GST Requirements in the Taxes chapter.

Added CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter.

Updated Configuring a Rear Marketing Display (RMD) in the Interfaces with Simphony chapter.

January 2022

Added the Banquet Guest Check Printing chapter.

February 2022

Updated Dining Table Status in the Dining Room Tables and Seating chapter.

Updated Configuring the SVS Processor and Content Files in the XProcessor Gift Cards and Plug-ins chapter.

Updated the Logo Printing chapter.

March 2022

Added Post-Uploading Cloned Data Instructions to the Cloning Simphony Database Configurations chapter.

Updated CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter.

Updated Enabling Simphony Transaction Services for Workstations in the Transaction Services chapter.

April 2022

Updated the following topics in the Loyalty and Gift Card Interfaces and Drivers chapter:
  • Setting Loyalty Options

  • Setting Stored Value Options

Updated the following topics in the Menu Item Definitions chapter:

  • Creating Allergen Classes

  • Configuring Nutrition Settings

May 2022

Updated Configuring Mail Order Telephone Order (MOTO) in the Payments and Currency chapter.

Updated Configuring Menu Item Prices in the Menu Item Prices chapter.

June 2022

Updated CAPS Configuration Methods in the Check and Posting Service (CAPS) chapter by restoring Microsoft SQL Server references.

Added Location-Based API Requirements for Simphony Transaction Services Gen 2 in the Transaction Services chapter.

July 2022

Updated Configuring Menu Item Prices in the Menu Item Prices chapter.

Updated Barcode Reader Setup in the Peripheral Devices chapter.

Updated Enabling Extension Applications in the Extension Applications chapter.

Updated Configuring a Rear Marketing Display (RMD) in the Interfaces with Simphony chapter.

Updated Configuring Rental Deposit Buttons in the Rental Deposits chapter.

September 2022

Updated Adding a Workstation in the POS Workstations chapter.

Updated Credit Card Preambles for OPI and SPI in the Payments and Currency chapter.

Updated Closed Guest Check Operations in the Guest Checks chapter.

November 2022

Removed the Configuring the Biometrics CAL Package Deployment topic from the Peripheral Devices chapter.

Updated the following topics in the Transaction Services chapter:
  • Transaction Services

  • Configuring the Transaction Services Workstation Client

October 2023

Updated Configuring a Printer in the Printers chapter.

Updated Configuring an Android Workstation in the POS Workstations chapter.

January 2024

Updated CAPS Optimization for High Loads in the Check and Posting Service (CAPS) chapter.

Updated the following topics in the Number Look Up (NLU) chapter:
  • Number Look Up (NLU)

  • Configuring Number Look Ups for Tender/Media Records

Updated the following topics in the XProcessor Gift Cards and Plug-ins chapter:

  • Configuring the Givex Host Adaptor

  • Creating Givex Processor Operations Buttons

Added the Menu Item Field Security topic to the Employees and Privileges chapter.

March 2024

Updated Creating Menu Item Classes for Condiment Groups in the Condiments chapter.