The Drawer profile allows you to identify the physical drawer numbers (drawer 201, drawer 202, …) and/or logical drawer numbers (i.e. drawer #1, drawer #2, …) for transactions processed in RecTrac.
See Also: Topic Doc - End of Shift.
Making changes to a profile is an Audited Event. Additionally, Linking, Removing, Purging, and Cloning profiles are also Audited Events.
See Also: Topic Doc - RecTrac Profile Assignments Screen, Hierarchy Guide, and Profile Listing.
See Also: Video - Profile Review
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Valid Drawer List (SAProfileDetails_ValidDrawerList)
Enter a list of valid drawer numbers delimited by a comma and no space. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
For Example: 1 2 7 9 19 37
If you enter more than one number in this field the user will be prompted to select a Logical Drawer at login.
The list you enter here constitutes the Logical Drawer numbers you want available for this drawer. The logical drawer number the user selects (if prompted) will be the drawer number that will be linked to transactions processed via this profile while the user is logged into RecTrac. Logical drawer numbers allow multiple clerks to use the same physical drawer (typically at different times of the day) while keeping their transactions separated by drawer number.
Note: Inputting a range of drawers (i.e. 1-99) is not allowed as the use the dash sign ( - ) in this field is forbidden due to xml restrictions.
Prompt for Physical Drawer (SAProfileDetails_PromptPhysicalDrawer)
Select this option to have the system prompt users to select a physical drawer at login. When enabled, the system will display a drop-down list that includes the Physical Drawer Labels as entered in their respective fields. Choosing the physical drawer at login lets the system know which physical drawer to pop" during a transaction for the user logged in.
Note: When using two (2) physical drawers (Default Physical Drawer 1 and Default Physical Drawer 2) this option must be selected.
Default Physical Drawer 1 (SAProfileDetails_DrawerNumber1)
Enter the physical drawer number you wish to associate with Drawer 1" for this profile. This is a Mandatory field for the default VSI RecTrac Design and the value has to be a number other than "0." Your Design and setup may vary. This field will accept up to five (5) numeric characters.
DeleteDefault Physical Drawer 2 (SAProfileDetails_DrawerNumber2)
Enter the physical drawer number you wish to associate with Drawer 2" for this profile if needed. This field will accept up to five (5) numeric characters.
If you have only one physical drawer linked to this workstation you do not need to fill in this field..
DeletePhysical Drawer 1 Label (SAProfileDetails_Drawer1Label)
Enter the label for physical drawer #1 in this field. The label you enter will appear at login, if you opt to Prompt for Physical Drawer.
This field will accept up to 100 alpha-numeric characters including special characters, if desired. DO NOT use a comma (,) in this field.
DeletePhysical Drawer 2 Label (SAProfileDetails_Drawer2Label)
Enter the label for physical drawer #2 in this field. The label you enter will appear at login, if you opt to Prompt for Physical Drawer.
This field will accept up to 100 alpha-numeric characters including special characters, if desired. DO NOT use a comma (,) in this field.
If you have only one physical drawer linked to this workstation you do not need to fill in this field.
DeleteRecTrac Logout Timeout in Seconds (Greater than 0 Overrides Static Paramater Value) (SAProfileDetails_AlternateLogoutTimeout)
Enter a numerical value in this field, if desired. The number you enter represents the number of seconds that a user may dwell on any RecTrac screen prior to the session being timed out. If the logout threshold is reached, the user will be logged out of RecTrac, but the session will be saved. The value you enter in this field supersedes the RecTrac Timeout values as entered on the Static Parameters profile • Session Cleaner Settings Group only if it is less than the static parameters profile. Otherwise, the static parameter profile will supersede the drawer if the drawer time is larger than the static time.
Leave this field at the default setting '0' to disable it. When this field is at '0' the system uses the RecTrac Login Page Timeout value as entered on the Static Parameters profile if any as the Session Timeout value.
Note: This setting allows you to give different timeout values to different users. "Front end" clerks who are linked to a Drawer might need shorter timeout values than "back office" employees who potentially are not linked to Drawer. For Example: You could set a "front end" (cash taking) clerk's session timeout to two (2) minutes using this field while setting the session timeout for "back office" managers not linked to a Drawer profile to eight (8) hours on the Static Parameters profile.
WildCard Cost Center (SAProfileDetails_WildCardCostCenter)
Expand the Picklist icon and select a Cost Center if desired. Fees processed via this Drawer profile will be linked to the Cost Center you enter here.
Wildcarding of the Cost Center to the Cost Center entered here will occur only if the Fee being processed is set to Wildcard Cost Center and there is no Cost Center listed as a Wildcard Cost Center on the Fees tab of the item in File Management.
Cost Center Hierarchy works as follows:
- IF the Wildcard Cost Center? option in the Additional GL Settings group of Fee Update is enabled:
- The Cost Center (if any) linked in the Wildcard Cost Center field on the Fees tab of an item (Activity Section Pass Facility Rental Item etc…) in File Management will be used.
- If no Wildcard Cost Center is linked on the Fees tab of an item in File Management the system will use the Wildcard Cost Center listed on the User's Drawer profile.
- IF the Wildcard Cost Center? option in the Additional GL Settings group of Fee Update is NOT enabled the system will use the Revenue Cost Center listed in the Core Settings group on the Fee itself.
- If none of the above no Cost Center will be used.
- Drawer profile only: If you have a Wildcard Cost Center listed on the Drawer profile then that Cost Center will be used in lieu of any Refund Cost Center(s) listed on the Drawer profile. For Example: On your Drawer Profile you have Cost Center A listed as the Wildcard Cost Center. You have Cost Center B listed as the Refund Apply Cost Center on the same profile. The system will always use Cost Center A for refunds processed through that Drawer profile regardless of the other Refund Cost Centers listed.
Exception: The wildcarding of entries to and from Control Account Cost Center(s) can be skipped if desired by use of the Use Fixed Cost Center for Control Account Entries toggle option field on the Static Parameters profile • Finacial Settings group.
Refund Apply GL Code (SAProfileDetails_DrawerRefundApplyGLCode)
Click the Picklist icon to select a Refund Apply GL Code, if desired. Refund Apply transactions processed through this Drawer profile will go to the GL Code listed in this field.
Refund GL Account and Cost Center Code hierarchy works as follows:
- If a Refund GL Code and/or Refund Cost Center Code is listed on the Drawer profile to which your User ID is linked, then the system will use those Codes for all Refunds of this type processed through that drawer*
- If the Refund GL Code and/or Refund Cost Center Code fields for this Refund type on the Drawer profile are blank, then the system will use whatever Refund GL Code and/or Refund Cost Center Code of this Refund type is found on the Fee(s) linked to the item being sold.*
- If there are no Refund GL Codes and/or Refund Cost Center Codes for this Refund type on the Fees linked to the item being sold, then the system will use the Refund GL Codes and/or Refund Cost Center Codes listed for this Refund type on your Static Parameters profile.
* Exception: If a Drawer profile contains a Wildcard Cost Center Code, then that Cost Center Code will be used for all Refunds processed through that Drawer regardless of whether other Cost Center Codes are listed in the Refund Cost Center fields.
DeleteRefund Apply Cost Center (SAProfileDetails_DrawerRefundApplyCostCenter)
Click the Picklist icon to select a Refund Now Cost Center Code, if desired. Refund Now transactions processed through this Drawer profile will go to the Cost Center Code listed in this field.
Refund GL Account and Cost Center Code hierarchy works as follows:
- If a Refund GL Code and/or Refund Cost Center Code is listed on the Drawer profile to which your User ID is linked, then the system will use those Codes for all Refunds of this type processed through that drawer*
- If the Refund GL Code and/or Refund Cost Center Code fields for this Refund type on the Drawer profile are blank, then the system will use whatever Refund GL Code and/or Refund Cost Center Code of this Refund type is found on the Fee(s) linked to the item being sold.*
- If there are no Refund GL Codes and/or Refund Cost Center Codes for this Refund type on the Fees linked to the item being sold, then the system will use the Refund GL Codes and/or Refund Cost Center Codes listed for this Refund type on your Static Parameters profile.
* Exception: If a Drawer profile contains a Wildcard Cost Center Code, then that Cost Center Code will be used for all Refunds processed through that Drawer regardless of whether other Cost Center Codes are listed in the Refund Cost Center fields.
DeleteRefund Finance GL Code (SAProfileDetails_DrawerRefundFinanceGLCode)
Click the Picklist icon to select a Refund Finance GL Code, if desired. Refund Finance transactions processed through this Drawer profile will go to the GL Code listed in this field.
Refund GL Account and Cost Center Code hierarchy works as follows:
- If a Refund GL Code and/or Refund Cost Center Code is listed on the Drawer profile to which your User ID is linked, then the system will use those Codes for all Refunds of this type processed through that drawer*
- If the Refund GL Code and/or Refund Cost Center Code fields for this Refund type on the Drawer profile are blank, then the system will use whatever Refund GL Code and/or Refund Cost Center Code of this Refund type is found on the Fee(s) linked to the item being sold.*
- If there are no Refund GL Codes and/or Refund Cost Center Codes for this Refund type on the Fees linked to the item being sold, then the system will use the Refund GL Codes and/or Refund Cost Center Codes listed for this Refund type on your Static Parameters profile.
* Exception: If a Drawer profile contains a Wildcard Cost Center Code, then that Cost Center Code will be used for all Refunds processed through that Drawer regardless of whether other Cost Center Codes are listed in the Refund Cost Center fields.
DeleteRefund Finance Cost Center (SAProfileDetails_DrawerRefundFinanceCostCenter)
Click the Picklist icon to select a Refund Finance Cost Center Code, if desired. Refund Finance transactions processed through this Drawer profile will go to the Cost Center Code listed in this field.
Refund GL Account and Cost Center Code hierarchy works as follows:
- If a Refund GL Code and/or Refund Cost Center Code is listed on the Drawer profile to which your User ID is linked, then the system will use those Codes for all Refunds of this type processed through that drawer*
- If the Refund GL Code and/or Refund Cost Center Code fields for this Refund type on the Drawer profile are blank, then the system will use whatever Refund GL Code and/or Refund Cost Center Code of this Refund type is found on the Fee(s) linked to the item being sold.*
- If there are no Refund GL Codes and/or Refund Cost Center Codes for this Refund type on the Fees linked to the item being sold, then the system will use the Refund GL Codes and/or Refund Cost Center Codes listed for this Refund type on your Static Parameters profile.
* Exception: If a Drawer profile contains a Wildcard Cost Center Code, then that Cost Center Code will be used for all Refunds processed through that Drawer regardless of whether other Cost Center Codes are listed in the Refund Cost Center fields.
DeleteRefund Now/Void GL Code (SAProfileDetails_DrawerRefundNowGLCode)
Click the Picklist icon to select a Refund Now GL Code, if desired. Refund Now transactions processed through this Drawer profile will go to the GL Code listed in this field.
Refund GL Account and Cost Center Code hierarchy works as follows:
- If a Refund GL Code and/or Refund Cost Center Code is listed on the Drawer profile to which your User ID is linked, then the system will use those Codes for all Refunds of this type processed through that drawer*
- If the Refund GL Code and/or Refund Cost Center Code fields for this Refund type on the Drawer profile are blank, then the system will use whatever Refund GL Code and/or Refund Cost Center Code of this Refund type is found on the Fee(s) linked to the item being sold.*
- If there are no Refund GL Codes and/or Refund Cost Center Codes for this Refund type on the Fees linked to the item being sold, then the system will use the Refund GL Codes and/or Refund Cost Center Codes listed for this Refund type on your Static Parameters profile.
* Exception: If a Drawer profile contains a Wildcard Cost Center Code, then that Cost Center Code will be used for all Refunds processed through that Drawer regardless of whether other Cost Center Codes are listed in the Refund Cost Center fields.
DeleteRefund Now/Void Cost Center (SAProfileDetails_DrawerRefundNowCostCenter)
Click the Picklist icon to select a Refund Now Cost Center Code, if desired. Refund Now transactions processed through this Drawer profile will go to the Cost Center Code listed in this field.
Refund GL Account and Cost Center Code hierarchy works as follows:
- If a Refund GL Code and/or Refund Cost Center Code is listed on the Drawer profile to which your User ID is linked, then the system will use those Codes for all Refunds of this type processed through that drawer*
- If the Refund GL Code and/or Refund Cost Center Code fields for this Refund type on the Drawer profile are blank, then the system will use whatever Refund GL Code and/or Refund Cost Center Code of this Refund type is found on the Fee(s) linked to the item being sold.*
- If there are no Refund GL Codes and/or Refund Cost Center Codes for this Refund type on the Fees linked to the item being sold, then the system will use the Refund GL Codes and/or Refund Cost Center Codes listed for this Refund type on your Static Parameters profile.
* Exception: If a Drawer profile contains a Wildcard Cost Center Code, then that Cost Center Code will be used for all Refunds processed through that Drawer regardless of whether other Cost Center Codes are listed in the Refund Cost Center fields.
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