Default Action

Default action options are: Sale, Return, Sequence, or Pending

Pending Transaction Type

Layaway activity for the transaction

Tax Exempt Group

A tax exempt ID that specifies which taxes are not be applied to the transaction. For more information about taxes, see Tax Groups. If not specified, all applicable taxes apply to every item in the transaction

Start of Transaction UDF

Function that triggers the start of a UDT

Allow Zero Amount Transactions

Allows a zero amount transaction. When you set permissions, and a return transaction total amounts to zero, the transaction is allowed to proceed. If the check box is not selected and the total transaction amounts to zero, the error message: zero total not allowed appears and the transaction is not allowed to proceed

Allow Off-Thread Processing

Separates data form handling into a separate thread for partial debit processing during item scanning

RDF (Remote Data Form)

Form that displays on a remote device (such as pin pad or signature capture)

Customer MSR

A signature capture device

All

Includes both RDF and MSR

Pre-Closing Item Eligibility Rule

Checks against items in the transaction that triggers a UDF

Pre-Closing UDF to Trigger

UDF to trigger at the end of a transaction

Use Default Item Handling

The default as defined in Terminal Operations. When this check box is not selected, the item is configured at the transaction level

Verify Item Entry

Verifies the correct number for an item not found on file when the cashier rescans or rekeys the item

Item Not Found Rule

Defines how the POS terminal handles items that it does not find in the item file. Message options include:

Default Item Level

Level at which items should be sold or returned if it is not specified for a particular item

Item Sale Parameter

UDF for a sale displays the following options:

Item Return Parameter

UDF for a return displays the following options:

Eligibility Rule

Restricts items in a given transaction

Add To Database

This check box is activated when the Use Department rule is selected for a not on file item. When the check box is selected, it adds the item to the item table for the store

Mark As Confirm Required

This check box is activated when the Use Department rule is selected for a not on file item. In addition, the Add To Database check box must be selected

Confirmation Item Handling

Appears when you select Use Department as the handling rule for a not on file item. It indicates how to perform an item lookup for sales and returns based on Mark as Confirmed Required as follows:

Eligibility Rule

Restricts the number of items in a transaction

Default Item Count Limit

Default number of items allowed in a transaction

Customer Service Response Supplemental Key

Key that returns the item count from an external system to override the default item limit in the transaction

Message

Optional message that displays on the POS terminal

Restriction

The desired item restriction

Auto Discount

Applies a discount to the item or entire transaction. If no auto discount is applicable, you can select None. When you select a discount ID, the discount is applied to every discountable item sold in the transaction

Confirm Item Prices

Prompts you to confirm the item price for all items sold in this UDT. It prompts the price confirmation for every item sold (in a sell transaction type) or returned (in a return transaction type) and allows the cashier to change the price of an item. When this check box is not selected, the POS terminal checks the item’s configuration to determine if a price confirmation is required on the item involved in the transaction. Some items can sell at the item file price, others cab display a price, allowing the cashier to confirm or change it

Enable Mix & Match

Applies mix match pricing to a transaction. When this check box is not selected, it ignores all mix match pricing rules

Maximum Transaction Amount

Maximum transaction amount that does not allow a cashier to sell items that total more than the amount. This option can be overridden if granted appropriate permission

Maximum Refund Amount

Maximum refund amount for a transaction that does not allow the cashier to refund more than this amount. 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. This option can be overridden if you are granted appropriate permission

Maximum Return Amount

Maximum return amount for a transaction. It applies 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: merchandise, non-merchandise, and open department. This option can be overridden if you are granted appropriate permission

Maximum Sell Amount

Restricts the value that a given transaction can reach. Transactions with a value above the amount entered are not allowed unless permissions for the particular UDT are set to override this setting

Fees

The desired charges

Restrict Tender Types and Amounts to Those Originally Paid

Restricts tender types and amounts to those originally paid for refunds

Restrict Accounts to Those Originally Tendered

Restricts accounts to those originally tendered for refunds. For example, the same debit or credit card must be used for a return that was used for the sale

Issue Refunds Automatically When Only One Tender Type is Eligible

Issues refunds automatically when only one tender type is eligible

Tender

Tender to restrict

Restricted Amount

The maximum amount of the tender that the customer can pay or receive a refund for, in this type of transaction

Screen Element

Description

Notification

Business event notification type

Document

Document to include in the notification message

Empty Sale Transaction Menu

Displays when there are no items in the sale transaction

Sale Transaction Menu

Displays when there are items in the sale transaction

Empty Return Transaction Menu

Displays when there are no items in the return transaction

Return Transaction Menu

Displays when there are items in the return transaction

Empty Payment Menu

Displays during tendering when payment is due

Payment Menu

Displays during the tendering part of the sales transaction

Empty Refund Menu

Displays when there are no items in the refund transaction

Refund Menu

Displays during the tendering part of a return transaction when at least one tender is refunded

Pending Open

Displays when a pending transaction has goods to be paid for and picked up

Pending Closed

Displays when closing a pending transaction that completes the transaction

Pending Canceled

Checks if fees are, or are not, involved when a pending transaction is canceled

Pending Force Canceled

Cancels a pending transaction where the customer is not expected to return and no tendering occurs

Remote Form

Specifies that the document that appears on a remote device is not the printed receipt

Remote Form Row Split

Specifies where the row split must occur on the remote device

Document

Document type (a customer receipt or screen receipt)

Destination

Where the document form is displayed or printed

Timing

When the document form is generated

Archive

Archives the document to the database, which can be viewed in the electronic journal

Count

Tracks the number of times that the document is output

Prompt for multiple copies

Allows printing of multiple copies of a selected document. The prompt displays before printing begins. The header section of the document contains %current copy number% and %number of copies to print% variables that can be used to effect the progress of the printing