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Process documentationEditing POS Transaction Data Locate this document in the navigation structure

 

In this process you use the POS Workbench to create new POS transactions. You copy existing transactions. You can change existing POS transactions in the POS Workbench editor.

Process

You start the POS Workbench, define your settings, and restrict your selection area. Ensure that the view display is selected for POS transactions in the workbench and then carry out the selection.

In the navigation area, you navigate along the folder hierarchy to the level of the individual POS transactions and display them in the overview.

Here you can create new, change, or copy individual POS transactions.

  1. Create New POS Transaction

    To create new POS transactions, in the navigation area highlight any folder for the validity of which you would like to create a new POS transaction. In the context menu choose New POS Transaction. The system provides a dialog box to create POS transactions. You can add to or change the transaction data as necessary.

    If you would like to create multiple POS transactions, choose New POS Transaction in the dialog box. The previous POS transaction data is copied into the corresponding list in the dialog box as the POS transaction that is to be created and you can enter transaction data of other POS transactions to the corresponding fields of the dialog box.

    You can delete or copy POS transactions that are already in the dialog box list of POS transactions that are to be created.

    As soon as you choose Save POS Transactions, the system creates all those POS transactions that are shown in the dialog box.

    Note Note

    Note, that only the header information of the POS transaction is created and that you must enter additional details using the POS Workbench editor.

    End of the note.

  2. Copy Existing POS Transaction

    To copy existing POS transactions, highlight one or more POS transactions in the POS Workbench overview and choose Copy POS Transaction. As a result, the system creates the new POS transactions only in the overview at first and displays these with the corresponding transaction status. You also have the opportunity to change the POS transactions using the POS Workbench editor before you create them in the system with Save. Use the editor just as described in the following section for existing transactions.

  3. Change Existing POS Transaction

    To change existing POS transactions, highlight one or more POS transactions in the POS Workbench overview and choose Editor. Alternatively, you can select the POS transaction directly with a double-click. In both cases, the POS Workbench editor starts.

    In the navigation area the system shows you the segments of the selected POS transaction. Highlight a heading that belongs to one of more segments in the navigation area and the data of all the relevant segments is displayed in the overview. If you choose a specific segment, the system shows you the data of this segment in the editor view. Alternatively, you can also highlight a POS transaction in the overview and then click Individual Segment.

    In the change mode of the editor view you have the following options:

    • By choosing Copy Entries, you can change the input-ready fields of the chosen segment and accept the changes that have been made.

    • By choosing Reject Changes you can undo changes that have previously been made and revert to the last version. This is possible, so long as you have not activated the changes using Accept Changes.

    • By clicking Save you can save in the system the changes that have already been accepted for the segment currently shown.

The system automatically performs master data checks after data has been entered. If you have entered incorrect data, this will be displayed in an error message. For more information, see Automatic Checks.

You can only edit POS transactions so long as you have not successfully performed any associated tasks with them. As long as this is the case, you cannot make any further changes to the transaction data to avoid inconsistencies in the system and follow-on systems. If, however, you would still like to make changes to a POS transaction, then you must first cancel the processed tasks. Only then is it possible again to make changes to the transaction data.

After you have performed all the changes regarding your POS transaction segments, leave the editor using Back and you return to the transaction view of the POS Workbench.