Business day windows

Windows used with business days:

the New business day entry window,
the Business day and Business days editor windows.

Entry window

The entry window is used to create (open) a new business day.

The New business day entry window is opened by the Add command from the Business days window context menu.

Business day entry window

Form fields:

Name — name of the business day. Required field.

The business day name can be automatically generated or entered manually. Automatic generation occurs when the window is opened or when the selection button in the Name field is pressed. Automatic names are generated using the template specified in the Document numbers directory.

An icon is displayed in the field to illustrate the status of the sales record. If the sales record status is Process or Error, the icons or are displayed respectively.

Business day names can similarly be used to group information in printed reports.
Division — name of the division for which a business day is opened. Required field.

Selection is made in the Select division window.

Division names can be used for grouping information in the Guest tabs by division viewer window and in various reports.
Start date — date and time the business day was opened. Required field.

The current date and time are automatically inserted when the window is opened, but can be edited.

The date can be entered in short format DD.MM.YY (DD.MM.YYYY) or long format DD.MM.YYYY HH:MM:SS.
Opened by — name of the employee who opened the business day. Required field.

Selection is made in the Select employee window. The user name of the current system user is entered into this field by default.
Opening POS terminal — name of the terminal on which the business day was opened. Required field.

Selection is made in the Select device window.

Note

Business days can be opened on any terminal of this division in the Administrator mode.
End date — date and time the business day was closed. The field is required for closing the business day.

The date can be entered in short format DD.MM.YY (DD.MM.YYYY) or long format DD.MM.YYYY HH:MM:SS.

Note

Dates of all operations and documents must be in-between the date opened and date closed.
Closed by — name of the employee who closed the business day. The field is required for closing the business day.

Selection is made in the Select employee window.
Closing POS terminal — name of the terminal on which the business day was closed. The field is required for closing the business day.

Selection is made in the Select device window.
Status — business day status. Required field.

Selection is made from the list of statuses: Open, Closed, Open for changes. The Deleting status is assigned automatically.

By default, the business day has the Open status.

Selecting OK will add the business day to the directory and close the entry window. Selecting Apply will close the window without saving the business day. Selecting Cancel will add the business day to the directory without closing the window.

The Delete command in the Additional menu is disabled.

Note

Only one business day can be opened in a division. An error message will be returned on attempting to open one more business day.

Error message

The editor window allows one or more business days to be edited simultaneously.

The editor window is opened by the Edit command in the context menu when one or more business days are selected.

Editor window

If one business day is selected, the Business day editor window will open.

The window fields are only available for editing when the business day has the Open or Open for changes status.

Closed business day editor window

The fields and panels are the same as in the New business day window.

To close a business day, you need to fill the fields End date, Closed by, Closing POS terminal and mark the business day as Closed. If at least one of these fields is empty, an error message will be returned.

Error message

Note 1

The Closed status can only be assigned to the business day when all the bills created on that business day have been paid. Otherwise an error message will be returned.

Error message

Note 2

A business day can only be marked as Closed, when all bills and receipts created on that day are included in the time period between business day opening and closing. So all bills and receipts must be created later than the day opened date but earlier than the day closed date. Otherwise an error message will be returned.

Error message

If a business day has the Closed status, all fields in the editor window except the Status field are disabled.

Closed business day editor

Multiple editor window

The multiple business days editor window will open when multiple business days are selected for editing.

The title in the window header is Business days. It has a panel displaying a list of selected business days, with the division names that they relate to in brackets to the right of each business day.

Multiple business days editor window

When multiple business days are selected for editing, any changes that are saved will be applied to all of the selected business days.