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Business Rules

Business Rules​

Slide 65

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand the purposes of Reasons in Enactor
  • Understand the main settings on a Discount reason and a Returns reason
  • Configure reasons for Discounts and Overrides, Returns, No Sales, and Receipt Reprints
  • Configure parent-child reason relationships
  • Configure Function Authorisation Codes

Practical Exercises

  • Reason Configuration Exercise
  • Function Authorisation Code Exercise

Configuration Topics​

  • Discount and Override Reasons - reasons required when applying discounts or price overrides
  • Return Reasons - reasons required when processing returns
  • Void Reasons - reasons required when voiding transactions or items
  • No Sale Reasons - reasons required when opening the cash drawer without a sale
  • Receipt Reprint Reasons - reasons required when reprinting a receipt
  • Cash Management Reasons - reasons required for cash management operations
  • Function Authorisation Codes - user-configured codes used to control access to reason codes and tender limits

Exercise 7 - Reasons​

  1. Create a new Item Discount Reason with an ID of ITEM_DISCOUNT-x (use your TRAINx ID)
  2. Set it for the Sweden Region
  3. Give it a descriptive name
  4. Set the Parent Reason to Training Reasons
  5. Set the reason type to Percentage
  6. Set the Discount Details: Percentage Value 0%; Rounding Down; Prompt for Amount Yes; Maximum Percentage 50%
  7. Save and Broadcast to your POS
  8. Test the discount reason at the POS

Exercise 8 - Function Authorisation Codes​

  1. Remind yourself of the User Role you created earlier (see Recap and Preparation exercises)
  2. Remind yourself of which User Templates are assigned to that Role
  3. Create a new Function Authorisation Code with an ID of AUTH-TRAINx (use your TRAINx ID)
  4. Enter a descriptive name
  5. Assign the code against a Role - use the role you created
  6. Go to your Item Discount Reason (created in Exercise 7) and select your Function Authorisation Code under Special Function
  7. Save and Broadcast
  8. On the POS, change to a user that uses the TRAINx User Template and try applying your discount reason - does it work?
  9. Now change to another user (e.g. Training User / password 1) who does not have the role - try applying the discount. What happens?

Further Reading​

For additional information and further reading on Business Rules, please see the following guides:

DocumentDescription
How to: Configure Discount ReasonsConfiguring discount and override reason codes
How to: Configure Voids ReasonsConfiguring void reason codes
How to: Configure Credit NotesConfiguring credit note settings