Open Checks Issue in Simphony

[DeepuM]

Hi

Greatly appreciate some help/direction on the below challenge we have with Simphony 19 version.

We have some estates in Simphony cloud with automatic End Of Day configured at a scheduled time 2 AM. Due to auto end of day , there is no validation in place if there are any open checks present in store. We cannot put manual end of day due to the reason that, if the store miss to perform end of day results in sales exports missed for that day.

Stores failed to close open checks causes below operational challenges.
• Discrepancies between actual sales and R&A sales during financial reconciliation due to open checks.
• Reuse of open checks across different dates by stores, leading to tax updated in check opened date and not closed date.

To address this, we have already implemented two controls.
• POS will not allow user to Clock-Out if user has any Open checks. (This not very effective as we have seen scenarios with user not doing CLOCK-OUT but gets auto-clocked out during EOD)
• An additional step has been introduced in the daily Cash Management process which is again a manual process.

However, despite these are manual controls ,these are not helping we are still encountering open check instances.
Looking for any assistance and guidance to explore if there are any enhanced system processes implemented anywhere that can effectively manage this issue.

Thanks
Deepu

 

[goodbody]

If you want to close all unclosed orders, it's easy. You only need to use CloseAllCheck.
Based on it, you can achieve the following effects.
1. Set a button to configure the document for use.
2. Trigger when Clock Out occurs.
3. Automatically triggered before EOD

It depends on the effect you want.

GitHub - simphonydeveloper/microsblogs: micros simphony and res 3700 development information.Please give me a ⭐⭐

micros simphony and res 3700 development information.Please give me a ⭐⭐ - simphonydeveloper/microsblogs

github.com

 

[DeepuM]

Thanks for your help. Can you help to get this activated in simphony 19.3 version.
1. Is this a default DLL present in the simphony application folder?
2. It is mentioned that the Order Information Service is linked to Transaction Service API . Can this be used to close transactions opened by normal employee in POS. If the check has items , i assume the items can be voided before closing the checks automatically.

Thanks for your expertise.

 

[goodbody]

1.my simphony version is 19.5.
the dll in simphony server path.
C:/MICROS/Simphony2/Tools/Dbupgrade/OrderInformationServices/OISClient.dll

2.This is of course, it can close all checks, regardless of whether there are items

GitHub - simphonydeveloper/microsblogs: micros simphony and res 3700 development information.Please give me a ⭐⭐

micros simphony and res 3700 development information.Please give me a ⭐⭐ - simphonydeveloper/microsblogs

github.com

 

[Niko S]

There has a purge order threshold setting in Rvc Parameters. You can try it.

 

[DeepuM]

@goodbody Thanks we have managed to configure a button with order information service DLL and close all checks. Appreciate your support.

Another challenge we have now is to schedule this as part of End Of Day. we have End Of Day scheduled automatically 2 AM every day. Is it possible to schedule this to run as part of End of day / at the same time . We don't want to depend on manual process to run this daily through a button press.

Any thoughts.

 

[goodbody]

yes, you can add a task schedule run the dll.if you need help you can email to me.

@goodbody Thanks we have managed to configure a button with order information service DLL and close all checks. Appreciate your support.

Another challenge we have now is to schedule this as part of End Of Day. we have End Of Day scheduled automatically 2 AM every day. Is it possible to schedule this to run as part of End of day / at the same time . We don't want to depend on manual process to run this daily through a button press.

Any thoughts.

 

[DeepuM]

Thanks for your reply @goodbody . Are you referring to windows task scheduler or task scheduler in EMC Simphony.