Table of Contents
Use the Language Code Management screen to:
- Customize receipt text within RecTrac and/or WebTrac (i.e., replacing the phrase "ACTIVITY SALES RECEIPT" with "Your Receipt," for example). Each RecTrac Module has its own receipt and depending on your needs you might edit the receipt for activity sales, pass sales, facility sales, and etc…).
- Customize text within WebTrac pages (replacing "Activity-Sec" with "Programs," for example).
- Enabling multiple language (i.e., English and Spanish) receipts or for WebTrac pages.
Notes: VSI's RecTrac 3.1 does not provide out-of-the-box translations for other languages. If desired, the Language Code Management screen enables you to enter that information phrase-by-phrase for each receipt or page.
Language Code is not a field in the standard VSI Design for Household Management. To allow a receipt language other than VSI-Standard for households, you must add that field to your custom screen design. Screen design is maintain in Management Screen Management. Further, to use this option in WebTrac, you must have the Language group of your WebTrac Parameters profile set up properly.
How to Customize Receipt Text
Wording on RecTrac/WebTrac receipts is controlled by Language Codes. This section goes through the basic process of customizing receipt wording from beginning to end. If you would like to jump ahead to the process followed for just this Language Management screen, see the Customizing Text on the Receipt.
To create custom wording, you must:
- Create a custom System Code for Language (as the VSI Standard Language itself cannot be edited).
- Configure the Screen Design and Receipt Format profiles to use your new Language.
- Determine the Language Phrase ID for the text you want to customize within a receipt.
- Use Language Code Management to customize the text for the desired Language Phrase ID.
- Run a transaction through Global sales to verify your change.
For the purpose of this example, an Activity Receipt will be customized. You will change the phrase "ACTIVITY SALES RECEIPT" to "Your Receipt." Below is the default Activity Sales Receipt available with the VSI Standard Language Code.
- Log into your RecTrac Demo database.
Note: The following steps require you to process transactions. VSI strongly recommends you perform these steps in your Demo database first, as to not affect your real time data. Once you are happy with the output in Demo, then you can make the changes in your live database.
Creating a New Language Code
You cannot edit the default, VSI Standard Language Code. In order to customize receipt text, you MUST create a new Language Code for this purpose.
- Go to the Management Ribbon • System Management • Misc Management group • System Code Management.
- Click the Add button.
- Enter a Record code (i.e., Custom) and Description (Custom Edits of VSI Standard Language).
- Click the Drop-down list and select Language.
- Click the Save button to return to the main System Management screen.
- Exit from System Code Management.
- Assigning the New Language Code to the Screen Design Profile
For RecTrac to use your new custom langauge, it MUST be assigned to the Screen Design(s) of the users who should see your customizations. You might have a single Screen Design or multiple depending on your organization's implementation. For Example: You might have a Screen Design profile for RecTrac users, and a second Screen Design profile for WebTrac users. In this scenario, edit both the RecTrac and WebTrac Screen Design profiles when both should see your receipt customizations. If you only want one to view these customizations then only change that profile's Language Code.
- Go to the Management Ribbon • System Management • User/Menu/Profile Management group • Profile Assignments.
- Select the desired Screen Design profile and then click Update.
- Click the Drop-down list and select your new Language Code for the Language field (from step #2 above).
- Click the Save button to return to Profile Assignments. If multiple Screen Design profiles MUST be modified, repeat this process for each additional profile as needed.
- Configuring your Receipt Format Profile
For receipts to use your new custom language, it MUST be assigned to the Receipt Format profile(s) of the users who should see your customizations. You might have a single Receipt Format profile or multiple depending on your organization's implementation. For Example: You might have a Receipt Format profile for RecTrac users, and a second Receipt Format profile for WebTrac users. In this scenario, you would edit both the RecTrac and WebTrac Receipt Format profiles to use the new Language Code when both should see the receipt customizations.
- Select the desired Receipt Format profile and then click Update.
- Expand the Language Settings group.
- Click the Drop-down listand select Fixed Other for the Receipt Language. The default uses the VSI defaults, and does not show the changes you will make. For this example, you are forcing the system to use your new language code for those items you have defined. VSI defaults are used for items you do not define.
Note: This example is assuming you want your new language code to override the VSI Standard, and that your intention is for only a single Langauge Code to be Used. Alternatively, you can set Langauge at the household level, and use different languages based on household preference.
- Expand the Pick list icon to select your new Language Code for the Fixed Language (from step #2 above).
- Enable the Language Code Mode field. This is a temporary setting that helps you quickly identify the receipt fields you want to customize. Later you will return to disable this feature.
Note: Temporarily enabling the Language Code Mode within the Receipt Format profile to help you initially configure the receipt text. When enabled, RecTrac and WebTrac receipts print the Language Code Phrase ID being called, itself, as opposed to the text/phrases they represent. When setting up and/or troubleshooting Language Codes, this option allows you to identify which Phrase IDs you want to modify. For Example: When printing a receipt in Language Code Mode, instead of printing "ACTIVITY SALES RECEIPT," the system will print "Rcpt-HeaderAR-002" in its place; Rcpt-HeaderAR-002 is the Phrase ID for 'ACTIVITY SALES RECEIPT.'
- Click the Save button to return to Profile Assignments. If multiple Receipt Format profiles MUST be modified, repeat this process for each additional profile necessary.
- Exit from Profile Assignments.
- Generating a Receipt with all needed Language Phrase ID
In this section, you will process a POS sale for the RecTrac module in which you want to customize the receipt text. Your receipt displays the various Language Phrase IDs (such as Rcpt-HeaderAR-002) within your receipt where the text would normally be (i.e., ACTIVITY SALES RECEIPT). You MUST know the Language Phrase ID of the text you want to customize.
- Go to the Processing Ribbon • Global Sales.
- For purposes of this example, process an Activity registration sale, using Global Sales with a household linked. When the receipt opens, you will notice the various Language Phrase IDs that display for the receipt title and various other text throughout the report. These are the Language Phrase IDs you need to take note of, and reference in the step that follows. Enabling the Language Code Mode field displays these IDs.
- Take note of the needed Language Phrase IDs: copy/pasting, writing down, or by downloading a PDF of the receipt for later reference.
- Exit the Receipt.
- Exit Global Sales.
- Customizing Text on the Receipt
In this section, you edit each Language Phrase ID you want to customize for the receipt. Add one new record through this screen for each phrase you want to customize. The VSI Standard Language is automatically used for anything you do NOT customize.
- Go to the Management Ribbon • System Management • Misc Management group • Language Code Management.
- You will lookup the Phrase ID from your receipt. Click in the filter field below the Phrase ID header of the VSI Language Codes DataGrid. For the purposes of this example, you will use the Rcpt-HeaderAR-002 field which is the receipt's title. Alternatively, specify the Language Phrase Code ID you chose from step #6.
- Click the Copy button and then the Language Code Update screen opens.
- The copied Phrase ID populates the Phrase ID field.
- Expand the Pick list icon to select your new Language Code (from step #2 above).
- Click the Drop-down list and select Interface Type. By default, this is for All (meaning both RecTrac and WebTrac). If you would like this change to apply to only RecTrac then choose that here.
- In the Phrase field, enter the text you want to display. For the purpose of this example, enter: Your Receipt.
- Click the Savebutton to return to the main Language Management screen.
- The Language Codes DataGrid now lists your customized Phrase ID.
- If you have additional IDs to customize then repeat this section.
- Exit the Language Management screen.
- Disable Language Phrase ID from Receipt Format Profile
In this section, you will disable the Lange Code Mode field. Afterwards, receipts will display their respective phrases, rather than their IDs.
- Return to the Management Ribbon • System Management •User/Menu/Profile Management group • Profile Assignments.
- Select the desired Receipt Format profile and then click Update.
- Expand the Language Settings group.
- Disable the Language Code Mode field.
- Click the Save button to return to Profile Assignments.
- Exit from Profile Assignments.
- Printing a New Receipt With Your Customizations
In this section, you run a POS receipt for the desired RecTrac module to verify your customizations display as intended.
- Go to the Processing Ribbon • Global Sales.
- For purposes of this example, process another Activity registration sale, using Global Sales with a household linked.
- The new receipt should now show "Your Receipt" within the receipt header.
- Exit the Receipt.
- Exit Global Sales.
- Repeat this process for additional module receipts. The change made above only impacts Activity receipts, and you will likely want to repeat this process for Facility, Pass, and other modules your organization uses.
- Once your organization is happy with the changes, repeat this process within your live RecTrac Database.
SALanguageCodeMain_help_Tab1
VSI Language Codes (VSILanguageCodeMain_help_DataGrid)
The VSI Language Codes DataGrid lists all the VSI Standard Phrase IDs shipped with RecTrac. This is helpful when you want to make a copy of them, to customize them using a different Language Code.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
From the bottom of the screen…
Highlight/select an existing record and click Copy to continue to the Language Code Update screen with a copy of the selected Language Phrase ID. Use this to create a copy of an existing VSI Language Code Phrase for use with a different Language.
To exit this program click 'X' on the upper right-hand corner of the title bar. You will be returned to the main Menu or the previous program.
DeleteLanguage Codes (SALanguageCodeMain_help_DataGrid)
The Language Codes DataGrid lists all the custom Phrase IDs your organization has created.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
From the bottom of the screen…
Click Add to continue to the Language Code Update screen to create a new Language Phrase ID.
To exit this program click 'X' on the upper right-hand corner of the title bar. You will be returned to the main menu or the previous program.
Note: For complete instruction start-to-finish of editing the text within a receipt refer to the instructions at the top of the Language Code Management help.
Highlight/select an existing record and click Change to continue to the Language Code Update screen to edit the selected Language Phrase ID.
Highlight/select an existing record and click Delete to remove it from the database.
Select/Highlight a record in the DataGrid and click Audit Info to continue to the Audit Log Inquiry program for that particular record. The Audit Log Inquiry screen is "read only" and displays all file management updates to the record you selected.
Delete