Changing the Body of a Retail Report

Tender Selections Subscreen

In the (T) Order Entry Selectors screen, you can modify reports by specifying fields by which to sort the report, limit the records included in the report by specifying a range of allowable field responses, and add detail, or additional information to the report.

You can sort, limit, or add detail to the report using the fields in the Tender Selections subscreen:

• Order-Taker is the number of the order-taker who performed the sales transaction. Order-taker numbers are assigned in the (HY) Salesperson Master screen.

• The number in the Invoice # field is the invoice number assigned to the transaction in the P.O.S. Order Entry screen.

• Loc is the general ledger location.

• Date is the date of the transaction, based on the system date.

• Time is the time of the transaction, based on the system time.

• Change Back is the amount of change due back to the customer.

• The Tender Code field is the default tender code, or the code you assigned as the method of payment for the transaction. This is the tender code assigned in the (LG7) Tender Code Master screen.

• Type is the tender type set in the Type field in the (LG7). The tender type must fall into one of four categories

• • 1 Cash

  • 2 Check

  • 3 Credit card

  • 4 Other.

• Tender Amount is the amount tendered on the transaction, not necessarily the true invoice amount.

• Use the Sign field to enter a negative (-) or a positive (+) sign, depending on the type of figures you want to print on the report.

• Account is the customer’s account, checking, or credit card number. This is the number specified in the Account field in the P.O.S. Order Entry screen and is user-defined.

• Use the Number field to enter the number specified in the Number field in the P.O.S. Order Entry screen. This field is user-defined and can be used to enter the customer’s check number.

• Use the Name field to enter the name specified in the Name field in the P.O.S. Order Entry screen. This field is user-defined and can be used to enter the name of the customer.

• Use the Phone field to enter the phone number specified in the Phone field in the P.O.S. Order Entry screen.

• Use the D.L. Number field to enter the driver’s license number specified in the P.O.S. Order Entry screen.

• Use the Birth Date field to enter the date of birth specified in the Birth Date field in the P.O.S. Order Entry screen.

• Use the Exp Date field to enter the expiration date for a credit card or coupon, for example, in the Exp Date field in the P.O.S. Order Entry screen.

• Use the Description field to enter additional information that pertains to the transaction. Although this field is user-defined, it can be used to specify the type of credit card the customer is using to pay.

• Use the Auth Code field to specify an authorization code if one is required.

• The Reference # field is reserved for future use.

• Use the CC Company field to specify the type of credit card the customer is using:

• • 0 MasterCard

  • 1 Visa

  • 2 American Express

  • 3 Diners Club

  • 4 Carte Blanc

  • 5 Discover

  • 6 Other.