Download Promotion Information from M3 to an External POS System

Outcome

Basic promotion information is transferred to the OPTRFI (triggered files) and OPTRML (triggered files mailing list) files in M3. Information is prepared in these files that enables the POS system to retrieve the promotion information.

The POS system retrieves the downloaded promotion information and any modification made to basic data in M3 is passed on to the POS system.

When basic data is exported from M3 to the external POS system, it is available in the OPTRFI file. For each record, an action code indicates the source file (the item master file MITMAS or the customer file OCUSMA, for example) and the record information is stored in a data field.

Each record in the OPTRFI file has an associated mailing list in the OPTRML file. This is a list of shops to which each record must be sent.

Before you start

• A shop must be created in 'Shop. Open' (OPS500) and the 'POS system interface' field must be selected in (OPS500/G).
• The 'Promotion interface' field must be selected in 'Shop. Open' (OPS500/G).
• The currency method for the export of promotions must be defined in (OPS500/H). If this field is selected, then all currencies connected to the promotion will be used. If this field is not selected, then the division's currency is used.

Follow these steps

1. Start 'POS Promotion. Transfer' (OPS617/B).

2. Specify a report version identity of your choice in the 'Report version' field. Select Create to display the E panel.

   Report versions are stored under an identity of your choice in a separate file containing sets of selections and sorting parameters for created reports.

3. On the E panel, specify a warehouse (=shop).

   If no warehouse is specified, promotions will be sent to all the POS-interfaced shops that allow promotion interface (OPS500/G). A promotion can only be transferred if the items connected to the promotion in 'Promotion. Open Lines' (OIS841) exist in the item-warehouse file for the interfaced shop.

4. Specify promotion, valid from date, currency, and status. Press Enter to display the B panel.

   If the 'Currency method' field is not selected in 'Shop. Open' (OPS500/H), only the promotions expressed in the local currency will be transferred.

5. On the B panel, select your report version and select option 9=Run to perform the download.

   The OPTRFI and OPTRML files are updated and the information is ready to be retrieved by the POS system. The action code is 'RTVPRO', that is, retrieved from the promotion file.