Terminal Features

Terminal operation features control how the POS handles functions that affect its overall operation such as opening the store, opening the terminal, logging on and logging off the terminal, and messages that display at the POS terminal when these functions take place. Specific parameters define how these functions are performed. You can also use terminal operation options to configure some of the customer order management parameters. For more information about general order management configuration, see Customer Order Management Parameters. Unlike other SAP Enterprise POS Configurator components, you do not use the Terminal Operations component to create various configuration profiles. There is only one terminal operations profile that controls the operation of your terminal; you use it to select the parameters you need to run your terminal the way you want. To make a change, you deactivate an activated parameter, or make another choice selection.

You can select terminal profile parameters to define the behavior of your POS terminal.

General
Screen Element	Description
Default Transaction Type	Specifies a default transaction type to use at the start of a regular sale transaction. You can leave the value as None if no default transaction type is required. For more information about UDTs, see User-Defined Transactions.
UDF To Start Default Transaction	Specifies a User-Defined Function (UDF) to launch a default transaction for a sale transaction that might be initiated by a card swipe or item scan. The UDF you select must be one with a function type of Start Transaction. Leave the value as None if no default transaction is required. For more information about UDFs, see Predefined POS Functions.

Regional settings can be tailored for the POS terminal and POS Manager applications. You can choose to work in a language other than American English such as German, Spanish, French, or United Kingdom English and select a matching on-screen keyboard layout so what you see on the screen is the same as your physical keyboard. Different countries prefer to represent dates and times in different formats, which can also be modified in regional settings.

Note Note

On-screen receipts, printed receipts, item descriptions, department descriptions, promotion descriptions, mix-match descriptions, reports, signature capture device displays, and customer displays remain in the site’s default language.

End of the note.

Regional Settings
Screen Element	Description
Language	Language in which you prefer to work
On Screen Keyboard Layout	Keyboard layout that matches the language. You can select from the following options: QWERTY is the standard English and Spanish language layout DVORAK is a simplified alternative English layout QWERTZ is the standard German language layout AZERTY is the standard French language layout
Date Format	Preferred date format
Time Format	Preferred time format

Pattern letters repeat, as their number determines the exact presentation. The following examples show how date and time patterns are interpreted in the United States locale. The given date and time are 2001-07-04 12:08:56 local time in the United States Pacific Time zone.

Pattern Letters
Letter	Date or Time Component	Presentation	Examples
G	Era designator	Text	AD
Y	Year	Year	1996; 96
M	Month in year	Month	July; Jul; 07
w	Week in year	Number	27
W	Week in month	Number	2
D	Day in year	Number	189
d	Day in month	Number	10
F	Day of week in month	Number	2
E	Day in week	Text	Tuesday; Tue
a	Am/pm marker	Text	PM
H	Hour in day (0-23)	Number	0
k	Hour in day (1-24)	Number	24
K	Hour in am/pm (0-11)	Number	0
h	Hour in am/pm (1-12)	Number	12
m	Minute in hour	Number	20
s	Second in minute	Number	55
z	Time zone	General time zone	Pacific Standard Time; PST; GMT - 08:00
Z	Time zone	RFC 822 time zone	0800

This section describes pattern letter examples.

Pattern Letter Examples
Date and Time Pattern	Result
“YYYY.MM.dd G ‘at’ HH:mm:ss z”	2001.07.04 AD at 12:08:56 PDT
“EEE, MMM d, ‘’YY”	Wed, Jul 4, ‘01
“h:mm a”	12:08 PM
“hh ‘o’’clock’ a, zzz”	12 o’clock PM, Pacific Daylight Time
“K:mm a, z”	0:08 PM, PDT
“YYYYY.MMMMM.dd GGG hh:mm aaa”	02001.July.04 AD 12:08 PM
“EEE, d MMM YYYY HH:mm:ss Z”	Wed, 4 Jul 2001 12:08:56 -0700
“YYMMddHHmmssZ”	010704120856-0700
“YYYY-MM-dd’T’HH:mm:ss.SSSZ”	2001-07-04T12:08:56.235-0700

This section describes parameters for item handling.

Item Handling
Screen Element	Description
Item Not Found Rule	Defines how the POS should handle items that it does not find in the item file. This parameter displays the following options: Do Not Allow — indicates that the item is not on file and does not allow the cashier any further action. When it is activated, the only available option in the Item Not Found parameter is None Trigger UDF — indicates that the item is not on file and then executes the UDF specified in the Item Sale Parameter for a sale or Item Return Parameter for a return Display Menu — logs the item as a regular merchandise item with a flag to indicate that it is a Not On File item Note You can create a new custom user-defined function (UDF) to prompt for additional information on the item such as size or color. The function type must be Sell Item. At a minimum, the prompt should capture the price and department of the item but you can also specify prompts to add additional information to the TLog. (Set up a data form which prompts for the required information first, and be sure that you have created the prompt lines for that data form as well). For more information about setting up a UDF, see Functions End of the note.
Item Sale Parameter	Displays the following options when you select Do Not Allow as the handling rule for a Not On File item for the sale parameter: Do Not Allow — displays None Trigger UDF — displays all department UDFs available as selection items (all those with function types Sell Item, Return Item, Sell Open Department and Return Open Department). Select the UDF you would like to trigger to capture missing information on the item sold and to continue with the sale transaction Display Menu — displays a list of all configured menus. Select the menu you want to display to continue with the sale transaction
Item Return Parameter	Displays the following options when you select Do Not Allow as the handling rule for a Not On File item for the return parameter: Do Not Allow — displays None Trigger UDF — displays all department UDFs available as selection items. Select the UDF you want to trigger to capture missing information on the item being returned and to continue with the return transaction Display Menu — displays a list of all configured menus. Select the menu you want to display to continue with the return transaction
Item Price Change Takes Effect	Indicates that a price change is applied between transactions or during transactions. If an item’s price is updated in the middle of a sale transaction, via the POS Manager, you can control when to apply the price change at the POS client. Between Transactions — the price change does not take effect until the transaction is complete. Therefore, the new price is applied to subsequent transactions Within Transactions — the price change takes effect immediately after it is changed in the POS Manager. Therefore, it is possible that the same item has two prices within the same sale transaction
Remains On Parent Line After Modification	Controls where you position the cursor on the POS client for the discount line and remains on an item after an item discount is applied
Item Price Effective Date Check Against	Specifies which date (business date or system date) is used to determine when an item's future price becomes effective. In most cases, item future prices become effective when a new business day begins in the stores. For example, when stores open and the business date changes. However, for stores that are open 24 hours a day, the item future prices become effective at a different point in time than when the business date changes. For example, item prices can become effective at 0:00, while the business date changes at 3:00. Business Date — item future prices become effective when the business date changes. This is the default System Date — item future prices become effective when the system date changes
UDF To Sell Item	UDF that is required to sell an item
UDF To Return Item	UDF that is required to return an item
UDF For Item Inquiry Mode	UDF that is required for item inquiry
UDF For Not In Transaction Item Inquiry Mode	UDF that is triggered when item handling mode is initiated. When in that mode, all items entered are inquired and not sold until out of that mode
Item Menu For Inquiry Mode	Displays when in item inquiry mode
Add To Database	Adds the item to the database
Mark As Confirm Required	Prompts for confirmation while adding a Not On File item to the database.
Confirmation Item Handling	If an item is marked as requiring confirmation in the item file, confirmation is handled based on the options below: Confirmed Price — the cashier is prompted to enter the price Verify Price — displays the price on the POS client, allowing the cashier to accept the price or enter a different price Disallow— specifies that the item cannot be sold
Highlight Last Item On Refund	Highlights the last item in a transaction when it is recalled
Default Quantity Prompt	Default quantity prompt that appears after you enter an item at the POS client. Note that if you want to create your own quantity prompt during prompts configuration, the data type must be QUANTITY

This section describes open terminal parameters.

Open Terminal Options
Screen Element	Description
Open Cash Drawer	Specifies that the POS cash drawer should open when the terminal is opened
Auto Open After Store Open	Automatically opens the terminal after you run the Open Store function
Assume Second Open is Open for Next Day	Sets the terminal to open on the next business date if it is opened a second time on the same business date. The terminal must be in a closed state before a second open day runs on the same date. An error message is displayed if it is not

This section describes menus and keyboards parameters to display when the POS terminal is in each one of the following states. For more information, see Menus or Keyboards.

Menus and Keyboards
Screen Element	Description
Keyboard Layout	A predefined keyboard layout
Store Closed Menu	Displays when the store is in a closed state
Terminal Closed Menu	Displays when the terminal is in a closed state
Logged Off Menu	Displays when a cashier is logged off
Logged Off Training Menu	Displays on the POS client when it is logged off and in training mode. This is particularly useful for preventing a store or terminal close from being performed, for example, the terminal and store close menus are not available when the POS is in training mode
Locked Out Menu	Displays when the terminal is locked out
Pickup Lock Out Menu	Appears when the terminal is locked out due to a tender threshold for pickup being exceeded. Currently pickup, item inquiry, and launch browser functions are supported
Not In Transaction Menu	Displays when the terminal is not in a transaction
Default Empty Sale Transaction Menu	Displays when there are no items in the sales transaction
Default Sale Transaction Menu	Displays when there are items in the sales transaction
Default Empty Return Transaction Menu	Displays when there are no items yet in the return transaction
Default Return Transaction Menu	Displays when an item is returned
Default Payment Menu	Displays during the tendering part of the transaction
Default Refund Menu	Displays during the tendering part of a return transaction
Default Empty Payment Menu	Displays when there are no items yet in the payment transaction
Default Empty Refund Menu	Displays when there are no items yet in the refund transaction
Gift Receipt Print Menu	Displays to allow gift receipts to print at the end of a transaction and the name of the gift receipt print menu. For example, Gift Receipt Print

This section describes parameters for logon options.

Logon Options
Screen Element	Description
Open Drawer	Specifies that the POS cash drawer should open when a cashier logs on
Password Required	Specifies that a password is required to logon to the POS terminal
First Logon Password Change	Forces the cashiers to change their password the first time they logon to the POSl. The default for this option is disabled (unchecked). When this option is enabled, the next time the cashier logs on they are prompted for a new password and asked to confirm it. If the password and confirmation do not match, the POS asks the cashier to retry entering both the new password and the confirmation. If the password and confirmation match, the cashier’s new password is updated in the employee table. Note that for this feature to work, you must also ensure that you enable the POS Manager application. Once this occurs, the head office and store are updated and it eliminates the need for a second logon. For more information, see File Maintenance Functions in the POS Manager User Guide
Verify Clocked In	Ensures that an employee has clocked in before logging on to the POS terminal. When you select this check box, the POS displays an error message when the employee attempts to log on to the POS before they clock in
Allow Multiple Logon	Allows logon to a different terminal if a cashier is already logged on to a terminal. The default for this option is unchecked. When this option is checked, the system does not check to see if the cashier is currently logged on to another POS terminal. When this option is not checked, the system checks to see if the cashier is currently logged on to another POS and, if so, rejects their logon attempt

This section describes logoff parameters.

Logoff Options
Screen Element	Description
Open Drawer	Specifies that the POS cash drawer opens when a cashier logs off
Auto Logoff Option	Specifies that the POS automatically logs the cashier off after every transaction or after a defined period of inactivity
Auto Logoff UDF	Defines the UDF to run when the POS is automatically logged off
Logoff Timeout	Specifies the time (in seconds) after which the POS automatically logs off the cashier after a period of inactivity. If the value is zero, this parameter is disabled. You must also enable Auto Logoff Option to enable this parameter

Note Note

If you set both the Auto Logoff After Timeout and Auto Lock After Timeout parameters, the system performs the option with the shortest defined timeout.

End of the note.

Terminal Lock Options
Screen Element	Description
Auto Lock Options	Automatically locks the terminal once the specified period of inactivity has passed. Selecting Never does not activate the Auto Lock parameter
After Timeout	Defines which UDF to run when the POS is automatically locked
Auto Lock UDF	Displays previously configured UDFs
Auto Lock Timeout	Specifies the period of inactivity in seconds, after which the Auto Lock parameter is activated in the terminal. Note that if you set both the Auto Logoff After Timeout and Auto Lock After Timeout parameters, the system performs the action with the shortest defined timeout

This section describes the transaction log parameters for your terminal.

Transaction Log
Screen Element	Description
Salesperson Tracking	Tracks sales totals for a specified employee in the transaction log. Salesperson totals can be tracked by Employee ID, Salesperson ID, or not tracked at all. This option must show a method of tracking sales to support the Change Salesperson ID function

This section describes cash management parameters.

Cash Management
Screen Element	Description
Accountability Type	Allows you to specify whether accountable tenders or other types of predefined media are tracked by terminal or by cashier
Close Till on Logoff	Specifies that the till closes after logoff
Till Supervisor	Allows you to track the till supervisor between terminal open and close. The till supervisor is the user who inserts the till in the drawer when the terminal is opened in terminal accountability mode and moves the till when the terminal is closed. You can select from the following options depending on the accountability type option below: Single Cashier — cashiers are accountable for the till and the parameter value is set to None Double Cashier — cashiers are accountable for the till and the parameter value is set to None Terminal — you can choose either None for no tracking of the till supervisor or Set at Terminal Open if the till supervisor needs to be tracked between terminal open and close
Close Till on Terminal Close	Specifies that the till for this terminal is closed when the Close Terminal function runs

You can specify the default document to display on various display devices at the POS terminal. You can select a document for each of the following display output components by choosing the desired document. These include the following:

Operator Screen
Operator Line Display
Customer Line Display
Pin Pad Line Display
Receipt Printer Startup
Remote Form Display Startup
User Interface Layout
Prompt to display when printing multiple copies
Customer Targeted Message
Hide Voided Lines

This section describes when tender restrictions are in effect for a given transaction, the POS terminal is constantly informed of which tenders are valid for use in the transaction. User-Defined functions must not be used if you configure permissions to override restrictions on the use of tenders, since those permissions are not checked if the tender request is rejected by the client.

UDF Processing
Screen Element	Description
Immediately Reject Disallowed Tenders	Displays an error message, at the POS when a disallowed tender is used without sending the request to the server (that is, it rejects the request locally)