Signature capture options

Two options are available to be integrated for capturing signatures:

Topaz device option
CenPOS device option

To enable the signature capture feature, you must select the Enable Signature Capture option in Sales Order Entry-Order Entry Defaults. The Order Entry Defaults window is accessed from the Initiate view in Sales Order Entry.

You can capture signatures on new or existing orders that are in these stages: 0 – Ordered, 1 – Entered, or 2 – Printed. Authorization is required to capture a signature on a sales order in stage 3 – Shipped or higher. To support multiple Sales Order Entry workflow models that may require a customer signature to verify receipt of or payment for an order, the Signature Capture option is available in the Sales Order Entry- Maintain and Collect Payment windows.

Use either Signature Capture option to obtain electronic signatures during order entry to confirm customer receipt of an order. The CenPOS Signature Capture device option can be used to capture both a receipt signature and a credit card signature.

When you accept a signature, the signature is saved as a .png file and is stored in Infor Document Management. You can review the signature in Sales Order Inquiry-Totals. The Image section is displayed if the signature was captured in Sales Order Entry when the order was placed or during will call pickup. The signature is sent to the print stream for the Invoice. Printing a signature is supported for Format 3 documents. You can customize your Format 4 Invoice form template to print a signature image on invoices.

Note: To capture a signature at delivery, you can integrate with Infor Proof of Delivery. See Distribution SX.e Integration Guide for Infor Distribution Proof of Delivery.

Topaz device option

Use the Topaz device option with CloudSuite Distribution and Distribution SX.e. This signature capture functionality enables you to capture electronic signatures during Sales Order Entry. Typically, you would capture a receipt acknowledgment signature for counter sales. If you are using the Topaz device, and you clear a signature, the signature pad remains active so the customer can sign again. If the signature was malformed, or to overwrite the existing saved signature with a new one, you may want to add or modify a signature.

Optionally, you can require that an operator obtain authorization to add or modify a signature on an order at stage Stage 2 (Picked) or beyond. This action must be enabled for a specific operator in Authorization Security. The authorization point is Cannot Add/Modify Signature After Stg 2. If the operator does not pass authorization, an error is displayed: Maintenance With This Stage Not Allowed (2202). The signature cannot be added or modified.

CenPOS device option

Use the CenPOS Signature Capture device option with CloudSuite Distribution and Distribution SX.e. The CenPOS Signature Capture device option is recommended for distributors who a) capture a signature for receipt of goods, b) capture a signature for a credit card, and c) prefer to use one device to capture these signatures.

Note: If you are using the Credit Card Interface with CenPOS, do not confuse a receipt signature with a credit card signature. You can use the CenPOS Signature Capture device option to capture both a receipt signature and a credit card signature, but using one device still requires two separate signatures. For example, if the customer is paying for the order with a credit card, the customer is required to sign once for credit card payment approval. Optionally, if your company collects a signature for receipt of goods, the customer must sign a second time for proof of receipt of goods. The credit card signature is captured as part of the Credit Card payment process; the receipt signature is captured with a separate process and separate CenPOS web browser form. Depending upon your device setup, your steps may vary.

The CenPOS Signature Capture device option is also recommended for distributors who prefer more control over whether or when the customer service representative (CSR) is required to obtain a receipt signature capture. You can choose to always require a signature or to conditionally require a signature based on warehouse, customer, or order disposition. These requirement settings are available: blank, Optional, Will Call-Account, Will Call-Always, and Always. You can define the setting for the CenPOS Signature Requirements option in Product Warehouse Description Setup-Other, Customer Setup-Ordering, and Customer Ship To Setup-Ordering.

The validation logic is determined by the system in a hierarchical manner. The Customer Ship To Setup setting is checked first by the validation logic. If this setting is blank, the Customer Setup setting is checked. If this setting is blank, the warehouse setting is used.

These are the requirement settings available for each function:

Blank
Accept the default blank to indicate that a receipt signature is not required at this level. If all levels are set to blank, no signature is required for receipt of this order.
Always
Select this setting to indicate that, by default, all customers and order types require the capture of a receipt signature, unless overridden by a higher level setting.
Will Call-Account
Select this setting to indicate that, by default, a receipt signature capture is required for all customers, but only for orders a) with an order disposition of Will Call, b) that have not been paid in full, and c) that have not been overridden by a higher level setting.
Will Call-Always
Select this setting to indicate that, by default, a receipt signature capture is required for all customers, but only for orders a) with an order disposition of Will Call, and b) that have not been overridden by a higher level setting.
Optional
Select this setting to indicate that a receipt signature capture is not required unless overridden by higher level setting. This table shows a matrix of scenarios of how the Optional setting affects or is affected by the level settings, and whether a signature is required based on the settings:


Signature is	Ship To setting	Customer setting	Warehouse setting
Optional	Optional	Always	Always
Required	No Ship To on order	Always	Optional
Required	Blank	Blank	Always
Optional	Blank	Blank	Blank
Required	Blank	Always	Blank

The CenPOS Signature Capture device option enables you to capture electronic receipt signatures during Sales Order Entry, and selectively during Sales Shipping Feedback Entry. Click Signature to connect to the CenPOS web browser (the CenPOS Signature form).

Optionally, you can allow an order to be shipped without a signature, but this action must be enabled for a specific operator in Authorization Security. The authorization point is Ship Order Without Required Signature. If this authorization is enabled, you can activate the oe-signaturecapture event and trigger. You can activate the event to send an email to a notify a supervisor when an order that requires a signature has been exited without a signature being entered.