Pending Transactions: Basic - SAP Documentation

Pending Transactions: Basic

A pending transaction is one that is started but not completed on the same day.

You can use the Basic options to configure a pending transaction.

Structure

General Options
Screen Element	Description
Enable Pending Transactions	Activates the Pending Transactions function at the POS.
Writeoff Hold Days	The maximum number of days merchandise can be held.
No. Of Bin Locations	The number of bin locations where pending transaction merchandise items may be kept.
Auto Gen Pending Trans #	Specifies whether the system should increment the pending transaction reference number by 1 or randomly generate a reference number.
Check Digit	Validates the generated pending transaction numbers
Prompt For Pickup Date	Prompts for a pickup date when a pending transaction is created in the system.
Prompt For Pickup Time	Prompts for a pickup time when a pending transaction is created in the system.
Verify Before Pickup	Verifies a pending transaction (manager code 298) before it is picked up.
Verify After Item Adjust	Verifies a pending transaction (manager code 298) after an item adjustment before it is picked up.
Disallow Regular Sale From Pickup	Prevents the cashier from pressing `ESC` on the Tender menu for a Pending Transaction Pickup transaction to enter into a Regular Sale Transaction. When you check this check box the cashier is forced to finish tendering the Pending Transaction Pickup.
At Time of Sale Calculate Pricing	Calculates pricing in the following ways at the time of the pending transaction sale: 1 – At Date/Time of Entry 2 – At Date/Time of Entered Pickup Date If you select this option, future pricing tables are used to calculate the price.
At Time of Pickup Calculate Pricing	Calculates pricing in the following ways at the time of the transaction pickup: 1 - At Date/Time of Entry (pricing remains unchanged) 2 - At Current Pickup Date/Time (repriced with current pricing) 3 - Best Price (Sale or Pickup) Date/Time (best price is calculated)
Recognize Revenue At Pickup	Indicates that revenue for the transaction should be generated when the merchandise is picked up.
Recognize Revenue At Sale	Indicates that revenue for the transaction should be generated when the merchandise is sold.

Pending Transactions Behavior
Screen Element	Description
Allow Item Add	Allows a new item such as a pending transaction item adjustment to be added to an existing pending transaction.
Allow Item Remove	Allows an item to be removed from an existing pending transaction.
Allow Mixmatch	Triggers best price calculation for items grouped in a Mixmatch definition.
Allow Promotion	Applies promotional pricing within a pending transaction.
Allow Item Discount	Allows discounts to be applied to individual items within a pending transaction.
Allow Transaction Discount	Allows discounts to be applied to all items in a pending transaction.
Prompt to Print Statement	Prompts whether to print the pending transaction statement.
Allow Partial Pickup	Allows a partial pickup of items in the pending transaction.

Customer Database
Screen Element	Description
Customer Name Required	Prompts for the customer name when the pending transaction is initiated.
Phone Required	Prompts for the customer phone number when the pending transaction is initiated.
Customer Database Required	Cancels the transaction if the customer information is not found.
Access Method	Indicates how customer information should be referenced by the POS terminal The options are: By number By customer name By phone number By CDB (Customer Database) reference number
Retain Detail	Keeps detail information for certain pending transaction items instead of summary information only.
Apply Best Price at Pick Up	Charges the lower price if the price of the item the customer purchased changed when they came to pick it up.