Defining a cash drawer
- Select Cashiering > Management > Define Cash Drawer.
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Specify this information:
- Drawer Type
- Specify the identification code for the type of cash drawer.
- Cashier
- If your agency uses cashier-based cash drawers, specify the employee ID of the cashier to whom the drawer will be assigned. This field is optional for register-based cash drawers.
- Register ID
- If your agency uses register-based cash drawers, specify the ID of the cash register that the drawer will be assigned to. This field is optional for cashier-based cash drawers.
- Register Group
- For cashier-based cash drawers, specify the ID of the register group that the drawer will be associated with. For register-based cash drawers this field is display-only.
- Start Date and Time
- Specify the start date and time for the cash drawer's session.
- Stop Date and Time
- Specify the stop date and time for the cash drawer's session.
- Cash In Amount
- Specify the starting cash amount for the drawer.
- Cash Limit Amt
- Specify the maximum amount of cash allowed in the drawer.
- Batch Group
- If your agency is using Cashiering to accept payments for
Infor Public Sector Billing, specify
the batch group for the cash drawer.
The batch group is a code that defines how Infor Public Sector will generate payment batches for cash drawers. Each batch group specifies information such as the batch description, the batch source, and whether payments in the batch are auto-posted. When you generate cash drawers, Infor Public Sector will either assign each drawer the current payment batch for the batch group or generate a new batch.
- Overage Budget #
- Budget number to use for overage adjustments. An overage occurs when the amount in the drawer is greater than the amount that is expected based on the drawer's transactions.
- Shortage Budget #
- Budget number to use for shortage adjustments. A shortage occurs when the amount in the drawer is less than the amount that is expected based on the drawer's transactions.
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Click Save.
Infor Public Sector saves the new cash drawer and shows the cash drawer number and a summary of the cash drawer. You can click the Cash Drawer # link to open the cash drawer in the Cash Drawer InfoViewer. You can also define another cash drawer.Note: If the cashier has an active cash drawer assigned, Infor Public Sector shows a message that the cashier already has a cash drawer, and Infor Public Sector doesn't create the new drawer.