Download User Information from M3 to an External POS System

Outcome

Basic user 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 user information.

The POS system retrieves the downloaded user 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 on (OPS500/G).
• The 'User interface' field must be selected on 'Shop. Open' (OPS500/G).
• User groups must be defined in 'User. Open' (MNS150) and the user groups that you want to download from M3 must be defined on (OPS500/H). You can select up to 5 different user groups.

Follow these steps

1. Start 'POS User. Transfer' (OPS618/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 you do not specify a warehouse, user data will be downloaded to all POS-interfaced shops that allow user interface in (OPS500/G).

4. Specify your selections for responsible (=user ID) and user group. Press Enter to display the B-panel.

   An M3 user profile can only be downloaded to an external POS system if its user group function access at company level (in 'User. Access per Company Division' (MNS151/E)), is connected to the shop in 'Shop. Open' (OPS500/H). A user group is defined in 'User. Open' (MNS150). It can therefore be considered as a user profile with user type = *GRPPRF. If you specify a user group in the 'Responsible' field, only this user profile will be transferred to the POS system.

5. 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 'RTVUSR', that is, retrieved from the user file.