PO/RA Maintenance

 

PO/RA Maintenance allows you to create and maintain accounts (Paid Out/Received on Account) used to adjust your cash drawer and account balances.

 

The maintenance screen is divided into the following three sections:

 

 

Maintenance Grid

The grid area displays the currently defined pora. All fields are display-only and all modifications to a pora must be done by selecting the row and modifying the fields in the data entry section. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. All values for the selected item will be displayed dynamically in the data entry section.

 

 

Select All

Clicking on the upper left corner of the grid will select all poras. To select multiple contiguous rows, select the first row then press down the SHIFT key on your keyboard and while the SHIFT key is pressed, select the last row in your range. To select multiple rows that are not contiguous, select the first row then press down the CTRL key on your keyboard and while the the CTRL key is pressed, select each subsequent rows that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. All data edits or option changes will be applied to all selected rows. Pressing on the Delete button while in multi-select mode will delete all selected poras.

Item Row Maintenance

Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete, Insert or Duplicate a row. Rows may also be deleted, inserted or duplicated by using the delete, insert or duplicate buttons in the buttons area.

Column Sort

Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order.

 

Data Entry

The data entry area dynamically displays the currently selected pora.

 

 

Pora Id

Enter a unique integer value to identify the pora. Required field. Duplicates not allowed. When modifying Pora Ids, a warning message will be displayed indicating that any references to the pora will be lost when the changes are saved.

Caption

Enter the PO/RA display name. Required field. Max 25 characters.

Options

Select one or more of the following options:

 

Received on Account

Select this option if this is a receivable and not a pay out.

Manager Required

Select this option if the user requires managerial rights.

Print On

All printers defined in the hardware maintenance screen will be displayed. Select one or more of the listed printers for the chosen pora. At least one printer must be chosen.

Print Font

Select one of the supported printer fonts.

 

Font A Standard

      

Font A Double Width

Font A Double Height

Font A Double Width and Double Height        

Font B Standard

Font B Double Width

Font B Double Height

Font B Double Width and Double Height

Tender

All monetary tenders defined in the tenders maintenance screen will be available. Select one of the listed tenders for the chosen pora. On GoPOS, this tender will be the default tender used when processing paid out or received on account transactions. For example, if you have an open account and wish to add $20.00 cash to this account. If the default tender is defined as cash, you may simply enter $20.00 and press RA. (amount + RA). If  you wish to override this default tender, press on the RA Key first, enter the amount and press on one of the defined tenders (RA + amount + Tender).

 

Buttons

The buttons area consists of the following 5 buttons:

 

Delete

Click on this button to delete the currently selected row or rows. A warning message will be displayed indicating that any references to the deleted pora or poras will be lost when the changes are saved.

Insert

Click on this button to insert a new row at the end of the list. All validation errors on the current row must be corrected before inserting a new row.

Duplicate

Click on this button to duplicate the currently selected row. All validation errors on the current row must be corrected before duplicating the row.

Save

Click on this button to save changes. All validation errors must be corrected before saving your changes. The button will not be enabled until a change has been made.

Close

Click on this button to close the window. If any changes have been made you will be prompted to save the changes before closing the window.

 

Yes Button

Click on Yes to save changes and close the window. All validation errors must be corrected before saving your changes.

No Button

Click on No to discard all changes made and close the window.

Cancel Button

Click on Cancel to abort the close and return to the maintenance screen.

Import

One or more PO/RAs exported from one program may be imported into the same or a different program. Each PO/RA saved during the export will be inserted as a new PO/RA into the current program.

 

Click on the Import button to open the "Open" file dialogue. Select the File you want to use to import data from, and click on the Open button to verify the file. If a valid OSI Poras Export file (*.por) has been selected, the system will attempt to import each PO/RA included in the file. Click on the Cancel button to cancel the import and close the "Open" file dialogue.

Export

One or more PO/RAs from one program may be exported and then imported into the same or a different program.

 

Click on Select All or select the row or rows you wish to include in the export file. Click on the Export button to open the Save As dialogue window which will allow you to export the selected PO/RA(s) to an OSI proprietary export file (PorasExport.por). The name of the export file will be defaulted based on the selection or selections made, but may be changed to a file name of your choice.

 

Type in the File Name and location where you want to save the export file and click on the Save button to perform the export or click on the Cancel button to cancel the export. A message will be displayed when completed indicating whether the export was successful or not.