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Procedure documentationLinking a Document to Multiple Departments or Categories

 

You can configure a print document to be triggered across several departments or categories of merchandise by linking it to a criteria configuration definition. Each criteria configuration definition provides inclusion and exclusion rules that allow you to identify items that must be present in the transaction for the print document to be triggered.

The definition also provides an option to define a minimum number of items of a series of items that must be present to qualify for the print document.

How criteria configuration for a generic print document works

When an item is entered at the POS, the POS checks if that item matches any items in existing inclusion or exclusion rules that have been defined in a criteria configuration definition. An item is not considered a match if it is identified by more than one rule, or if a previous item has already met the same rule. If the item is considered a match, the POS adds the matched rule ID and the item ID to the list of items that satisfy the criteria configuration rule, and increments the number of matched rules towards qualification for the print document.

The number of matched rules for the document is then compared with the value of the minimum number of rules to meet in the criteria configuration definition. If the number of matched rules is greater than or equal to the value of the minimum number of rules required, the linked generic printing document is generated.

In addition, the Item Void manager code function is also linked into the Generic Printing functionality. When an item is voided during a transaction, the POS looks through the Generic Printing document – Criteria Configuration cross-reference list and searches for the item in each document’s list of items that satisfy the criteria configuration definition linked to the document. If the item is found in the list, the POS removes the item ID and its matched rule ID from the list and decreases the number of matched rules for the document. Once you create a criteria configuration definition, you must add it to the Link Documents list of the generic print component to activate this functionality.

Procedure

Accessing the Criteria Configuration Function:

  1. In the Store Configurator screen, choose Transaction Functions.

  2. Choose Criteria Configuration

  3. To create a new definition, choose New. To change to an existing definition, choose Open and select the definition from the list.

  4. For a new definition, enter a numeric value in the ID field and enter a description in the Description field.

  5. In the Include/Exclude ID drop-down list, select the inclusion/exclusion definition that defines the series of items required to qualify for the generic print document.

  6. In the Minimum Number of Rules to Meet field, enter a value to define the minimum number of defined items required to generate the print document.

  7. In the Threshold Amount field, enter a value for an amount that must be attained to generate the print document.

  8. Choose Save and then Close.