Sales Point of Sale Preferences window: Integration tab

SalesCS > Sales > Options menu > Sales Point of Sale Preferences window > Sales Point of Sale Preferences window: Integration tab

Use this tab to set up your integration to other Denali modules. Point of Sale can run either as a stand-alone or a fully-integrated module. If you don’t have a module installed, the only integration option for that module will be Integration OFF (and the two Report Only options, in the case of the General Ledger module). For more information about integration in Point of Sale, see Sales Relationship with Other Modules. For general information on integration, see Integration.

General Ledger

Choose one of the following General Ledger integration options:

• Integration OFF: Point of Sale does not share information with General Ledger.

• Integrated - Detail: Point of Sale transactions post individually to General Ledger. In General Ledger all elements post separately.

• Integrated - Condensed: Revenue and ExpenseIncome statement accounts receive detailed posting of Point of Sale transactions. Balance Sheet accounts receive summary posting.

• Integrated - Summary: All Point of Sale transactions associated with the General Ledger post as one General Ledger transaction.

• Report Only - Detail: Point of Sale and General Ledger do not share information. When you post, a report is generated that includes detail information as it would have posted to General Ledger.

• Report Only - Summary: Point of Sale and General Ledger do not share information. When you post, a report is generated that includes summary information as it would have posted to General Ledger.

NOTE: You cannot set integration to Report Only if you selected to use the interface table on the System Settings tab of the CMS Organization Information window in the Controller module.

Accounts Receivable

If you integrate Point of Sale to Accounts Receivable, Point of Sale automatically updates customer balances. Furthermore, you can pull customer information from the customer master record into the Sales POS Register window.

• Integration OFF: Point of Sale does not share information with Accounts Receivable. Customer information will not be available nor maintained from the Point of Sale register.

• Integration ON: Customer information is available in the Point of Sale register. The sales module sends information to Accounts Receivable at posting, making it possible to sell to credit accounts and add new customers without leaving the sales module.

Inventory

Integrating Point of Sale to Inventory allows your salespeople to check inventory while entering a sale at the register. Also, by selecting Immediate - Commit Inventory, items are deducted from total inventory when the sale is saved, which prevents over-selling.

• Integration OFF: Point of Sale and Inventory do not share information.

• Batch Mode: updates inventory and the quantity available for sale after posting.

• Immediate - Commit Inventory: updates the quantity available for sale each time a stock item is entered as a line item on an invoice.

Accounts Payable

Integrating Point of Sale to Accounts Payable allows you to post sales tax collected at the register to an Accounts Payable vendor. If integration to Accounts Payable is turned off, sales tax posts to a General Ledger liability account. Select one of the following Accounts Payable integration options:

• Integration OFF: the Point of Sale register does not share information with Accounts Payable. If Point of Sale is integrated to General Ledger, Sales Tax posts to GL Liability accounts.

• Integration ON: Point of Sale shares information with Accounts Payable. Sales Tax collected at the register posts as invoices directly to AP vendors.

Fix <Module> Integration

If you have an error when you try to save your integration setting, the Fix <Module> Integration button appears when you reopen the window after viewing the error report. Select this button to verify that the error is corrected and that integration is working or to view the error report again.