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Last modified on 9/23/2015 12:12 PM by User.

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Teller, Codes

Teller Codes

The teller code option causes the Order Entry & Editing (Task 1 in OE) program to ask for a teller code whenever payment is taken on an order.  This is generally used for auditing purposes when a cash drawer is being used.  This option can also require a password in addition to the teller code where more security is required.

 

The use of the optional Teller Code is controlled by a parameter.  Go to:

  • Order Processing  (Module 6)
    • System Management Functions (Task 32)
      • Modify Parameter Files (Sub-task 22)
        • O/E General  (Option 1)

 Look for the parameter:  ASK'TEL'CODE= 

There is space for 4 digits. 

  • The 1st digit is Y(es) or N(o) to determine if a teller code is asked for in Order Processing. 
  • The 2nd digit can be left blank or have a T, which means that a password is also required.
  • The 3rd digit is for displaying the teller name/number on screen. Y/N/A/B.
    • It can be left blank
    • Y – teller displayed
    • N -  No display
    • A - name displayed
    • B - both # and name displayed.
  • The 4th digit is for when the teller number/name is asked.  Y/N/A
    • Y - Only when collecting a payment (check, cash, credit card) and taking an ‘action’ (i.e. invoice).  This is the default setting
    • N - Ask anytime there is a payment (check, cash, credit card) on the order
    • A - Always ask, regardless of payment or non-action 

 

 

Tellers need to be setup and identified in the system. Go to:

  • Order Processing (Module 6)
    • Salesperson/Technician File (Task20)
      • Enter and/or Change (Sub-tasks 1 or 2)

Enter a new teller code or update an existing code with the desired teller codes/passwords.

 

 

The following O/E functions currently use the teller codes once they have been implemented:

  • Order Entry & Editing (Task 1); Enter New/Change Existing Order (Sub-task 1)
  • Holding File Entry & Editing (Task 2); Enter/Change Existing Order (Sub-task1)
  • Holding File Entry & Editing (Task 2); Print Summary Order Edit List (Sub-task 2)
    • Allows selection of a teller code or range of teller codes and prints the teller code for each transaction in section I of printout.
  • Holding File Entry & Editing (Task 2 in); Print Invoice Order Edit List (Sub-task 4)
    • Same as above – Print Summary Order Edit List from the Holding File.
  • Holding File Entry & Editing (Task 2 in OE); Post Invoiced Orders (Sub-task 5)
    • Prints teller code on each posting register transaction.
  • Daily Checkout/Summary (Task 11 in OE); Checkout Summary (Open Order File) (Sub-task 1)
    • Allows selection of All or a single teller code for printing an audit report of the day’s activity.  Report is typically printed when the drawer is closed out and the drawer is being balanced, then turned in with drawer contents.
  • Daily Checkout/Summary (Task 11 in OE); Checkout Summary (Holding file) – (Sub-task 2)
    • Same as above but comes from the Holding file.  This may be used if the report was not run while the orders were in the Open Order files or if a corrected copy is needed to reflect changes made while in the Holding File.
  • Daily Checkout Summary (Screen) – (Task 29)
    • Allows selection of All or a single teller code for auditing the day's activity on‑screen.
  • Invoice printing
    • Depends on which form is used--standard, plain paper, or custom.
  • Order History (Task 17); Enter/Change/Delete/Print or Erase
    • Shows cashier code where appropriate – normally field 25 (Cashier)