Transactions

The tables below describe parameters for transaction types for the POS terminal.

General
Screen Element	Description
Default Action	The default action type. For example, Sale, Return, Sequence, or Pending
Pending Transaction Type	Layaway activity for a transaction
Tax Exempt Group	Tax exempt ID that specifies which taxes should not apply to the transaction. Exemptions are defined in Tax Groups. If no tax exempt groups are specified, all taxes are applied to each item in the transaction
Start of Transaction UDF	Triggers the required function at the start of a user-defined transaction
Allow Zero Amount Transactions	Allows zero amount transactions. If the check box is selected with permissions accordingly, when the cashier totals a return transaction that amounts to zero, the transaction is allowed to proceed. If the check box is not selected, when the cashier totals a transaction that amounts to zero, the error message Zero Total Not Allowed appears and the transaction is not allowed to proceed
Allow Off-Thread Processing	Partially processes debit transactions during item scanning and separates data form handling into another thread. Processing options include: Remote Data Form (RDF) — form that displays on a remote device (that is, pin pad or signature capture) Customer MSR — signature capture device All — uses both RDF and MSR
Pre-Closing Item Eligibility Rule	Checks against items in the transaction to trigger the User-Defined Function (UDF)
Pre-Closing UDF to Trigger	UDF that is triggered when the transaction ends

This section describes parameters for item handling.

Item Handling
Screen Element	Description
Use Default Item Handling	The default as defined in Terminal Operations. If you do not select the check box, the terminal configures item handling at the transaction level
Verify Item Entry	Verifies the correct number when the cashier rescans or rekeys the item when it is not found on file
Item Not Found Rule	Defines how the POS terminal handles items that it does not find in the item file. You can choose one of the following options: Do Not Allow — indicates that the item is not on file and does not allow the cashier any further action Note When activated, the only available option is None. End of the note. Trigger UDF— indicates that the item is not on file and executes the UDF under Item Sale Parameter for a sale, or the Item Return Parameter for a return. If you choose one of the above options, the item is logged as a regular merchandise item with a flag that indicates that it is not on file Display Menu — indicates that the item is not on file and displays the menu configured in Item Sale Parameter or the Item Return Parameter, depending on the transaction type Use Department — activates the Add To Database, Mark As Confirm Required, and Confirm Item Handling parameters.
Default Item Level	Level at which items are sold or returned if a level is not specified for a particular item
Item Sale Parameter	Populates the following options, depending on the Display Menu that you choose: Do Not Allow — the handling rule for a Not On File item displays None Trigger UDF — the handling rule for a Not On File item displays all department UDFs available as selection items (all those with function types: Sell Item, Return Item, Sell Open Department, and Return Open Department). You choose the UDF to trigger the POS terminal to capture missing information on the item sold and to continue with the sale transaction. Display Menu — the handling rule for a Not On File item displays a list of all configured menus. You choose the menu that you want to display to continue with the sale transaction.
Item Return Parameter	Populates the following options, depending on the Display Menu that you choose: Do Not Allow — the handling rule for a Not On File item displays None Trigger UDF — the handling rule for a Not On File item displays all department UDFs available as selection items. You choose the UDF that triggers the POS terminal to capture missing information on the item being returned and to continue with the return transaction Display Menu — the handling rule for a Not On File item displays a list of all configured menus. You choose the menu to display that continues with the return transaction
Eligibility Rule	Restricts certain items in a given transaction
Mark As Confirm Required	Activates the Use Department parameter when you choose it as the handling rule for a Not on File item
Add To Database	Activates the Use Department parameter as the handling rule for a Not on File item
Confirmation Item Handling	Activates the Use Department parameter as the handling rule for a Not on File item. It performs an item lookup for sales and returns based on the Mark as Confirm Required parameter and displays the following options: Disallow — handles the item as not on file Verify Price — handles the item as one that requires price verification. The POS terminal requests the price of this item before continuing the transaction Confirm Price — handles the item as one that requires price confirmation. The POS terminal prompts with the price and requests confirmation before continuing with the transaction

This section describes parameters for item eligibility limits.

Item Eligibility Limits
Screen Element	Description
Eligibility Rule	The eligibility rule that restricts the number of items in a transaction
Default Item Count Limit	The default number of items allowed in a transaction
Customer Service Response Supplemental Key	The key that returns the item count from an external system to override the default item limit in the transaction
Message	An optional message that displays on the POS terminal

This section describes parameters for item combination restrictions.

Item Combination Restrictions
Screen Element	Description
Restriction	The desired item restrictions

This section describes parameters for pricing rules.

Pricing Rules
Screen Element	Description
Auto Discount	Specifies whether a discount is automatically applied against an item or against the entire transaction. If no auto discount is applicable, it displays None. When a discount ID is chosen, the item discount is applied to every discountable item sold in the transaction
Confirm Item Prices	Item prices for all items sold in this user-defined transaction are verified. When selected, the price confirmation for every item sold (in a sell transaction type), or returned (in a return transaction type) is prompted giving the cashier a chance to change the price of an item if required. When the function is not selected, the POS terminal checks the item’s configuration to determine whether or not a price confirmation is required on the item involved in the transaction. Some items may sell at the item file price; others may display a price giving the cashier an opportunity to confirm or change it
Enable Mix & Match	Applies mix match pricing to a transaction. The POS terminal ignores all mix match pricing rules when the check box is not selected
Maximum Transaction Amount	Maximum transaction amount. It does not allow the cashier to sell items that total more than this amount in the transaction. You can override this parameter if granted appropriate permission access
Maximum Refund Amount	It does not allow the cashier to refund more than this amount in the transaction. The maximum refund amount applies to the difference between the total amount sold and the total amount returned, when the amount returned is more than the amount sold. You can override this parameter if granted appropriate permission access
Maximum Return Amount	The cashier cannot return more than the amount entered in this field. The maximum return amount applies only to the total value of returns in the transaction and does not take any sold items into account. It applies to all types of return transactions (that is, merchandise, non-merchandise, and open department). You can override this parameter if granted appropriate permission access
Maximum Sell Amount	The restriction on the value that a given transaction can reach. Transactions with a value that go above this amount are not allowed unless you set the permissions for this particular UDT to override this setting

This section describes parameters for applicable fees.

Applicable Fees
Screen Element	Description
Fee	Specifies the desired charges

This section describes parameters for tender rules for refunds.

Tender Rules for Refunds
Screen Element	Description
Restrict Tender Types and Amounts to Those Originally Paid	Restricts tender types and amounts for refunds to those originally paid
Restrict Accounts to Those Originally Tendered	Restricts accounts for refunds to those originally tendered Example The same debit/credit card must be used for a return that is used for the sale. End of the example.
Issue Refunds Automatically When Only One Tender Type is Eligible	Issues refunds automatically when only one tender type is eligible

This section describes restricted payment tenders parameters.

Restricted Payment Tenders
Screen Element	Description
Tender	The tender type
Restricted Amount	Maximum amount of the tender that can be paid by the customer in this type of transaction

This section describes parameters for restricted refund tenders.

Restricted Refund Tenders
Screen Element	Description
Restricted Amount	Maximum amount of the tender that can be refunded to the customer in this type of transaction

This section describes notification parameters.

Notification
Screen Element	Description
Notification	Business event notification type
Document	Document that you want to include in the notification message

This section describes the parameters for menu overrides.

Menu Overrides
Screen Element	Description
Empty Sale Transaction Menu	Indicates when there are no items in the sales transaction
Sale Transaction Menu	Indicates when there are items in the sales transaction
Empty Return Transaction Menu	Indicates when there are no items in the return transaction
Return Transaction Menu	Indicates when there are items in the return transaction
Empty Payment Menu	Indicates when a payment is due during tendering and no tender is made
Payment Menu	This menu is used during the tendering part of the sales transaction
Empty Refund Menu	Indicates that there are no items yet in the refund transaction
Refund Menu	This menu is used during the tendering part of a return transaction when at least one tender is refunded
Pending Open	Indicates when a pending transaction has goods to be paid for or to be picked up
Pending Closed	Indicates when a pending transaction is closed and completes the transaction
Pending Canceled	Indicates when a pending transaction is canceled. Fees may or may not be involved
Pending Force Canceled	Indicates when a pending transaction is canceled and the customer is not expected to return; no tendering occurs

This section describes parameters for documents.

Documents
Screen Element	Description
Remote Form	Indicates that the document that appears on a remote device is not the printed receipt
Remote Form Row Split	The field in which the row split must occur on the remote device
Document	The type of document
Destination	Indicates where the document forms are displayed or printed
Timing	Indicates when the document forms are generated
Archive	Archives the document to the database, which can be viewed in the electronic journal
Count	The number of times that the document is output
Prompt for multiple copies	Enables printing of multiple copies of a selected document. The prompt displays before printing begins. The header section of the document contains the `%currentcopynumber%` and `%numberofcopiestoprint%` variables that are used to effect the progress of the printing