Defining Settings for Enabling POS Integration with M3

Outcome

The rules for how to transfer information between an external POS system and M3 are defined.

The settings are used by the system to determine how the general ledger, sales statistics and stock are updated in M3, how item information is updated in the POS system, and so on.

Refer to each respective instruction for information about which files are updated by this process.

Before you start

There are no specific starting conditions for this process.

Follow these steps

1. Define Basic Settings for Enabling POS Integration with M3

   You define basic settings that determine how to integrate an external POS system to M3 in 'Settings - POS' (OPS700). These settings determine how the uploaded sales ticket information updates the M3 financial system. The settings determine, for example, the FAM function to be used for sales tickets invoicing and refunds as well as the accounting option to be used for negative and positive differences.

2. Define POS Tables

   You must define a number of tables for the point of sale system:

   • The shop category in 'Shop Category. Open' (CRS490).

     The shop category is the type of shop you are creating, for example, a shop for shoes or leisure wear.

   • The shop class in 'Shop Class. Open' (CRS492).
   • The shop volume class in 'Shop Volume Class. Open' (CRS491).

     The shop volume class groups the different shops according to their revenue.

   • The business area in 'Business Area. Open' (CRS036).

     This can either be a geographical area or a line of business. The business area is a tool used to group information for budgeting and statistical purposes.

   • Your own fields in 'User-defined Field Heading. Open' (CRS796).

     Enter the field names per language for the OSTORE file. Twenty-two user-defined fields are available.

3. Create Shops

   Before you can create a shop, you must create a warehouse in 'Warehouse. Open' (MMS005). The 'Shop information' field in (MMS005/E) must be selected to indicate that shop information can be entered for this warehouse.

   When you have created a warehouse, you can define basic settings for this warehouse/shop in 'Shop. Open' (OPS500). Here you specify whether this shop is to be integrated with an external POS system. The parameters defined in (OPS500) determine the kind of information to be transferred from M3 to the external POS system, for example, item master, sales prices, and promotions. The parameters also define whether sales statistics, accounts receivable, the general ledger, and stock are to be updated in M3.

4. Define Settings for General Ledger Update

   You must define these settings to be able to update the general ledger:

   • Accounting rules must be defined in 'Accounting Rule. Set' (CRS395)
   • FAM functions must be defined in 'FAM Function. Open' (CRS405)
   • Accounting events must be defined in 'Accounting Event. Open' (CRS375)
   • Accounting types must be defined in 'Accounting Type. Open' (CRS385).