Oracle Retail Sales Audit - Understanding Foundation Data Setup in ReSA - 3

This is in continuation of my previous post for Oracle Retail Sales Audit Foundation Data Overview. In this last post which is last series of ReSA Foundation Data, I'm going to cover following 3 important data setup and it's usage in ReSA. Pls drop me  a note or comment in case you have any questions.

1. Employee Setup
2. Reference Fields
3. Error Code Maintenance

1      Employee Setup

The Employee Maintenance form is used setup employee in ReSA. If a user is not defined within the Employee Maintenance form they will not be able to perform audit functions as they will not have access to the ‘Store Day Find’ form.

An employee can be classified as a Store Employee or as a Headquarter Auditor. If retailer performs head office only audits, all users of ReSA are headquarter auditors. If retailer performs multi-level audit process, both the store employees and the headquarter auditors use ReSA. Stores are assigned to store employees by individual store. Stores are assigned to headquarter auditors by location traits

1.1    View Employee Record

Navigate: From the main menu, select Action > Sales Audit > Control > Setup > Employee Maintenance > View. The Employee Maintenance window opens.

1.          Click the Employee LOV button and select the employee.
2.          The selected employee information opens.
3.                Click OK to close the window.

Ø  Note: Depending on the Employee Type, User can click either Store Emp Detail, or HQ Emp Detail to see the stores and location traits associated with the employee

Form Fields Detail

Following are the field level details for Employee Maintenance form:

Employee

 - The employee name or employee ID

Employee Type

 - Possible Values: Store, Headquarters

For Employee Type Stores, select user category

 - Manager / Cashier / Salesperson

Fields for Employee’s Basic Detail

 - Name

 - Phone

 - E-mail

Oracle User-Id

 - A Oracle User ID should be assigned to User

The user inherits the security access assigned to the Oracle user

 - Security includes form access

 - Data access in terms of Merchandise and Organization Hierarchy

1.2     Add a Headquarters Employee record

If the user is a Headquarter Employee then the “HQ Employee Details” window is used to assign Stores to user. Location traits are used to assign stores to headquarter users. Location traits are also assigned to stores

Navigate: From the main menu, select Action > Sales Audit > Control > Setup > Employee Maintenance > New. The Employee Maintenance window opens. 

1. In the Employee field, enter the employee’s ID number or name and press the Enter key. 
2. In the Employee Type field, select Headquarters.
3. In the Name field, enter the employee’s name.
4. Enter a phone number and email address.
5. In the Oracle User ID field, enter the employee’s user ID.
6. Click HQ Emp Detail. The HQ Employee Details window opens. 

1.3     Add a Store Employee Record

If the user is a Store Employee then the “Store Employee Details” window is used to assign Stores to user.

Navigate: From the main menu, select Sales Audit > Foundation Setup > Employee Maintenance > New. The Employee Maintenance window opens. 

In the Employee field, enter the employee’s ID number and press the Enter key.

1. In the Employee Type field, select Store.
2. Select the Manager check box, or the Cashier and/or Salesperson check boxes.
3. In the Name field, enter the employee’s name.
4. Enter a phone number and email address.
5. In the Oracle User ID field, enter the Oracle user ID of the employee.
6. Click Store Emp Detail. The Store Employee Details window opens. 

1. 7. In the Store field, enter the store ID, or click the LOV button and select the store.
2. 8. In the POS ID field, enter the employee’s point of sale ID.
3. 9. Select the Home Store check box, to indicate the store is the employee's home store.
4. 10. Click OK to save your changes and close the window.

Form Fields Detail

Following are the field level details of Store Employee Details Form: 

§  Store

•       Store Number that Employee is assigned to

•       An Employee can be assigned to more than one Store

§  POS ID

•       Store Employee's Point of Sale ID

•       This ID is validated for all transactions based on System Option setting Auto Validate Trans. Employee IDs

§  Home Store

•       Marking the assigned Store Id as Employee’s Home Store

•       When the store employee logs into the audit form, the home store details are auto-populated for him to audit

•       User can manually chose other stores to audit, if he is assigned to multiple stores 

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About Nagesh Mishra

Nagesh Mishra - A Passionate Oracle Retail Certified Professional with more than 17 years of overall experience in IT industry and more than 15 years of domain expertise in Oracle Retail Applications. Worked extensively in diversified fields of Product Implementation, Business Consulting, Pre-Sales, Application Software Development, Maintenance and Support and Re-Engineering Oracle Retail projects.