Epad Preferences; Validation Preferences - Activant Eclipse Manual

Signature capture suite

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Eclipse Signature Capture Suite

EPad Preferences

Before using EPad Signature Capture devices and Eclipse Electronic Signature Capture

application, set up the device and application preferences.

You can set these preferences at three different levels:

• Host – Setting preferences at this level determines all branch and point-of-sales (POS)

location preferences. These settings can be overridden at the branch and POS level if

defined.

• Branch – Setting preferences at this level determines a single branch's preferences, along

with all POS locations within the branch. Branch settings can be overridden at the POS

level if defined.

• Individual POS devices – Setting preferences at this level determines a single POS

location's settings only, and overrides both host and branch settings if defined.

EPad preferences are grouped into three areas – Validation, General, and Communication

Preferences. They are the same whether defined in EPad Settings Maintenance or Eclipse

Signature Capture Settings.

Set up validation preferences to define the following entry requirements on the Eclipse

Electronic Signature Capture window.

• Requirement Preferences:

• Define which fields must be populated before a customer can sign for a transaction.

• Define whether counter personnel can display an invoice by manually entering it or

whether they must select it from a list of the customer's or order writer's most recent

transactions.

• Define whether the EPad system prompts counter personnel to enter the order writer's

ID when selecting invoices from the system.

For example:

If the order writer is the same user as the counter person and the only one to use the

terminal with EPad, you do not need to activate this preference. If the order writer

and counter person are different users or more than one person uses EPad on the

terminal, then activate this preference so the correct order writer can be identified.

Note: The system defaults the order writer to the last person who used EPad on

the terminal.

• Invoice Validation Number Preferences – Define whether invoice numbers must be

validated against a defined format, and if so, what the format is. For example, define

whether generation numbers are required when counter personnel enter or select invoices.

Rel. 8.6.4 (Eterm)

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