This is in continuation of my previous post for Oracle Retail Sales Audit Foundation Data Overview. In this series, I’m going to cover setting up following four different foundation data in ReSA:
- Escheatment Options
- Voucher Options
- ACH Options
- Role and Field Level Access
- Escheatment Options
1. In the Escheatment Indicator area in ReSA System Options, select the Escheat to Governmental Authorities check box.
2. In the Retailer Details for Income Adjustment area:
a. In the Partner Type field, enter the ID of the partner type that escheats the money to the state or country, or click the LOV button and select a partner.
b. In the Partner field, enter the ID of the partner, or click the LOV button and select a partner. Click Escheatment. The Escheatment window opens
c. Click Add. The apply area is enabled.
3. Select Country or State in the Escheat To field.
· If User selected country, in the Country field, enter the country code, or click the LOV buttons to select the country.
· If User selected state, in the Country and State fields, enter the country and state codes, or click the LOV buttons to select them.
4. Select the appropriate escheatment check boxes.
5. Click OK to save your changes and close the window.
2. Voucher options
Voucher Options determines the tenders that are eligible for escheatment. Click Vouch Opts in System Options window. The Voucher Options window opens.
1. Click Add.
2. On the highlighted line, enter the tender type ID number, or click the LOV button and select the tender type.
3. In the Escheat No Days field, enter the desired number of escheatment days.
4. In the Purge No Days field, enter the number of days a voucher will be valid before it is purged from RMS.
5. Click OK to save your changes and close the window.
3. Automated Clearinghouse (ACH) Options
ACH form is used to capture the Automated Clearing House information. Click ACH Info. The Automated Clearing House Information window opens.
· Enter or edit fields as necessary.
· Click OK to save your changes and close the window.
Note: User must select a Fuel Department or enter Compare Store Criteria values to access the Automated Clearinghouse Information window
3. ReSA Role & Field Level Access Definition
Field level access can be defined for specific fields on select forms. This allows setting different audit rights for different audit roles e.g. different rights between store auditors & HQ auditors. The rights are defined at the Oracle Role level. All users assigned the role inherits the same rights. There are nine pre-set fields that can be enabled / disabled or display on/off based on the information entered within this window for any particular role.
Field Code
|
Field Description
|
Form
|
Usage
|
BOS
|
Balance Level Over/Short Value
|
Balance Level Summary (sablsumm)
|
This field displays the system calculated Over/Short value for the balance level.
|
EHO
|
Error List HQ Override
|
Error List (saerrlst)
|
This field is a yes/no checkbox that indicates whether or not a headquarters employee has overridden the error.
|
ESO
|
Error List Store Override
|
Error List (saerrlst)
|
This field is a yes/no checkbox that indicates whether or not a store employee has overridden the error.
|
MH
|
Misc. HQ Reported
|
Miscellaneous Totals (samisctl)
|
This field contains the headquarters employee reported value for a total that is defined as a miscellaneous total.
|
MS
|
Misc. Store Reported
|
Miscellaneous Totals (samisctl)
|
This field contains the store employee reported value for a total that is defined as a miscellaneous total.
|
OSA
|
O/S Actual O/S Value
|
Over/Short Totals (saovrsht)
|
This field contains the system calculated over/short value for a store day.
|
OSH
|
O/S HQ Reported
|
Over/Short Totals (saovrsht)
|
This field contains the headquarters employee reported value for a total defined as an over/short total.
|
OSS
|
O/S Store Reported
|
Over/Short Totals (saovrsht)
|
This field contains the store employee reported value for a total defined as an over/short total.
|
OST
|
O/S Trial O/S Value
|
Over/Short Totals (saovrsht)
|
This field contains the over/short value based on the last reported total value.
|
3.1 View Field Level Access by Role
1. Use the scroll bar to view all roles and fields available.
2. Click OK to close the window.
Form Fields Detail
Following are the field level details of Field Level Access Form:
1. Role - Oracle Role for which field level mapping to be define.
2. Field - One of the Nine Field defined above, against which mapping need to be defined
3. Display Indicator - Indicator for whether field mapped should be displayed for the selected Role or not
4. Enable Indicator - Indicator for whether field mapped should be enabled to edit for the selected Role or not
5. System Required Indicator
3.2 Add Field Level Access by Role
§ Add a role to the system
1. Click Add Role to enable the apply block. button and select a role.
Note: If Role is added with any field detail, all Nine default fields are added with Display and Enable indicator unchecked.
§ Add a field to the role
1. Select the role from the table. button and select the field.
Keep watching this space for my next and final post of ReSA Foundation Data. I’m going to cover following:
- Employee Setup
- Reference Fields
- Error Code Maintenance
Pls do let me know in case you are looking for any more detail on ReSA Foundation Data.
Pls following this link for the third and last series of ReSA Foundation Data Setup
Pls following this link for the third and last series of ReSA Foundation Data Setup
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.
2 comments :
These are very interesting facts covered on this blog.
retail sales
gift shop
pharmacy software
Cash Registers
newsagent
Thanks Elena
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