This document explains how you transfer sales ticket information from an external point of sale (POS) system to M3.
Sales ticket information is uploaded to M3 where it is checked and validated. If any errors occur during upload, they can be corrected in 'POS Sales Ticket. Open' (OPS275) before the general ledger, stock and sales statistics are updated in M3.
Refer to each respective instruction for information on How the system is affected.
Create New Batch Identity
The POS system asks M3 for a batch number for the sales ticket batch to be uploaded to M3. Different API (application programming interface) transactions are used; AddRoundNumber, SndSlsTicketLin, SndSlsTicketPay, GetRoundNumber, DelRoundNumber, BchProcRound, for example.
Upload Sales Tickets
The sales tickets are uploaded via the POS sales ticket interface (OPS270MI) and they are temporarily stored in the OXSALE file. You can make a selection of facility, warehouse and transaction date. You use an interface round number to identify all transactions in a batch.
Check Uploaded Batch
The OXSALE records are displayed in 'POS Sales Ticket. Open' (OPS275), where you can add or change information before it is sent to the OPSALE file. The different statuses of the temporary orders are:
Delete Uploaded Batch
If you checked the sales ticket batch in the OXSALE file and found that a number of transactions differ from the transactions sent from the POS system, then you can delete the uploaded batch and upload again. The uploaded batch is deleted by using the 'DelRoundNumber' (delete interface round number) API transaction.
Transfer and Validate
Sales tickets are transferred to the OPSALE file and validated. You can transfer sales tickets either in batch or individually. You must transfer the sales tickets from the OXSALE file to the OPSALE file before the M3 database update can take place.
The sales tickets are automatically transferred and validated through the POS sales ticket interface (OPS270MI) by using the 'BchPrcRound' (batch process round number) API transaction.
You can also transfer and validate sales tickets manually in batch in 'POS Sales Ticket. Transfer' (OPS270) and individually in 'POS Sales Ticket. Open' (OPS275).
If the required information is missing or incorrect, the update of the OPSALE file will fail.
These information is mandatory for all records:
These information is required for record types 1000=Sales (product) and 1200=Return (issuing a credit note):
These information is required for record type 7000=Petty cash expense:
This information is required for record types ending with '…90':
You correct errors in 'POS Sales Ticket. Open' (OPS275).
When all sales tickets are validated in the OPSALE file, you can update M3 with the sales ticket information. You can select to update the general ledger, sales statistics and stock separately or at the same time.
The parameters that control the update are defined in 'Settings—POS' (OPS700), 'Shop. Open' (OPS500) and in 'POS Sales Ticket. Update' (OPS280).
M3 is updated automatically through the POS sales ticket interface (OPS270MI) by using the 'BchPrcRound' API transaction and manually in 'POS Sales Ticket. Update' (OPS280).