Configuring end-of-day procedures
The end-of-day setup for the registers is performed in three tabs in the Register Parameters Maintenance
Screen.
In the Register Parameters Maintenance
Screen use the General
tab and Sign On
tab to set End of Day parameters.
To access the Register Parameters Maintenance window tabs for end-of-day configuration:
On the POS Configurations
Screen, choose the Terminal
tab.
Choose Register Parameters
.
Choose Open
or New
.
Set up the fields and options in the General
and Sign On
tabs as described in the following sections. For more information on the General
and Sign On
parameters,
see Register Parameters: General and Register Parameters: Sign On objects, respectively.
To set general parameters for end-of-day options:
To open the cash drawer when the end-of-day procedure is completed, choose Open drawer at EOD
.
To ensure that a close credit batch is performed, choose Credit Compulsion @ EOD
. If this check box is enabled and a close credit batch has not been performed, the cashier will not be able to complete the end-of-day process.
In the Capture the Following section, choose the following check boxes:
Dept Total By Cashier:
Department totals are captured by a cashier for reporting at the POS terminal.
SKU Summary:
SKU summary totals are captured for POS reporting.
Item Movement:
Item movement totals are captured for reporting.
To access the Poll/Peripherals options and set end-of-day parameters for polling communication:
On the Register Parameters Maintenance
Screen, choose the Polling Options
tab.
To set the number of days transaction data that is retained in the server after it has been polled, type the number of days in the Server Tlog Backup
field. Leave the field blank to delete the transaction file immediately after it has been successfully
polled. Each days transaction data is retained in a separate data file.
To poll the consolidated totals files, choose the Poll Consolidated Totals
check box. The consolidated totals data files are copied to the upload directory for polling. This data shows the consolidated totals for each register.
Compress Upload Files
To poll the electronic journal file, choose the Poll Electronic Journal
checkbox. The electronic journal file from each register is copied to the upload directory for polling.
To poll the register totals file, click the Poll Register Totals
checkbox. The data for individual register totals is copied to the upload directory for polling.
To poll the item detail data, choose the Poll Item Detail
checkbox. The item detail data is copied to the upload directory for polling. Item detail data shows the line item detail from each sale.
If there are reports that are set up to automatically print at end-of-day, and end-of-day is initiated automatically at a predefined time, choose the Auto Print at End of Day
check box. This works in conjunction with Auto EOD Time
to
determine if reports are printed if end-of-day is automatically generated by time.
Note
In order for the Auto Print at End of Day
feature to work, you must ensure that a terminal with an ID value of 1 is defined.
Real Time Tlog Trickle to XML— When you enable this option, an XML version of the Tlog is created on the POS Server. A transformation file called GM2ARTS.XSL
is used in this process.
Wrap ASCII Tlog in XML— This option wraps each trickled Tlog transaction in an XML wrapper (one file per transaction.)
To set the number of days transaction information that is kept in the POS, type the number of days in the 2nd POS Tlog Backup
field.
To poll the SKU summary data file, check the Poll SKU Summary
checkbox. The SKU summary data is copied to the upload directory for polling. SKU summary data shows the total sales for each item number.
To poll the cashier totals file, choose the Poll Cashier Totals
checkbox. The cashier total file is copied to the upload directory for polling.
To poll the department summary file, choose the Poll Department Summary
checkbox. Department data shows the total sales for each department.
In the EOD Exit Code
field, type a non-zero value greater than 15 if you want the POS Server or Store Manager to exit after an end-of-day is complete. Enter zero if you do not want the POS Server or Store
Manager application to exit after end-of-day is complete. You must enter a number greater than 15 to prevent a conflict with internal exit codes generated by POS Server. The code in this field can also be used to invoke other batch or script
files once the POS Server or Store Manager applications have exited. For example, once POS Server has exited you can use the code to restart the Server or you can use the code to perform end-of-day functions such as scandisk
or tape backup.
To set the time an end-of-day should automatically be performed, type the time in the Auto EOD Time
field. This is used to automatically initiate end-of-day, at POS #1, on a regular basis or can be used as a security measure if a store forgets to do
an end-of-day.
Note
In order for the Auto EOD Time
feature to work, you must ensure that a terminal with an ID value of 1 is defined.
Determine the number of registers that you want to poll, and type the number in the Number of Registers to Poll
field.
Upload XML Tlog Trickle— This option uploads Tlog data trickled during the day to the directory defined by the following POS.ini option:
ASCTLOGDIR=C:\trickle
# ASCTLOGDIR
is the directory to which ASCII Tlog
files
# are trickled.
For more information see the Register Parameters: Polling Options object.
To set parameters for the Communication Queue
Chain ID— This identifies the Chain ID that is entered in the XML Tlog that is created in the process initiated by the ‘Real Time Tlog Trickle to XML
’ option.
Client ID— This identifies the client ID that is used when signing on to the SAP POS Store Data transfer for Retail component.
Log Messages— If Yes
is selected in this option, then a log file is kept in the Xpress Server\sdata
directory which logs all trickle messages sent to the SAP POS Store Data Transfer for Retail component.
The file name of the log has the following format: CLogyyyymmdd.txt
Keep Log File For_ Days— This option indicates the amount of time the log message files must be kept. The log files are deleted after this duration.