List of ERP systems cooperating with Comarch POS 2022.5

Purchase order receipt process (Comarch ERP Standard, Enterprise)

It is now possible to handle purchase orders and purchase order receipt documents on the POS workstation. A purchase order (PO) is a trade document containing items or services ordered from vendors/sellers. A purchase order receipt (POR) is a document confirming the receipt of items from a vendor into stock under certain purchase conditions. It results in an increase in the quantity of resources in stock.

Dedicated settings have been introduced in Comarch ERP Enterprise system to support this functionality. New fields have been added in Customizing → Multi-channel sales → Comarch Retail POS:

• Reception: Send purchase order, including the options:
  • Order status “ordered”
  • Status “released” without order document

The field determines the configuration of purchase orders that are to be sent to POS workstations.

• Parameter “Receipt all”- button: purchasing reception

Activating the parameter allows displaying the [Receive All] button on the POS workstation, which makes it possible to take receipt of all purchase order items.

When creating a purchase order in Comarch ERP Enterprise, it is necessary to export data using the batch application POS update warehouse documents for the document to be sent to the POS workstation.

In Comarch ERP Standard system, dedicated configuration parameters synchronized by Comarch POS have been introduced. A new section PO Receipts has been added on the POS Workstations tab of the center form; it contains the following parameters:

• Add new items to PORs generated from POs (selected by default)
• Required reference number in manual PORs (unselected by default)

The parameters may be freely adjusted at any time. When a new child center is created, their values are retrieved from the parent center.

For a purchase order document issued in Comarch ERP Standard system to be processed on the POS workstation, the following conditions need to be met:

• Process in POS parameter selected on the PO form
• Transaction type: National
• VAT direction: On Subtotal
• Reverse charge parameter unselected

In connection with the introduction of the purchase order receipt process, the following actions are possible on the POS workstation:

• Preview a purchase order (PO) document generated in the ERP system in the list of delivery receipts

• Filter the list of delivery receipts according to:
  • Delivery status – available statuses include:
    • To Receive
    • Canceled
    • Received
  • Document date of issue
  • Status – available options include:
    • Canceled
    • Pending
    • Closed
    • Confirmed
    • Completed
  • Source warehouse
  • Target warehouse
• Preview the list of associated documents
• Receive a purchase order document
• Park a POR document
• Receive all purchase order items using the [Receive All] button
• Display document item details
• Generate several delivery receipt documents for a single order

Presentation of items collected in the picking process as reservations (Comarch ERP Enterprise)

When picking a sales order on the POS workstation, it sometimes happens that the operator decides to pick the order using items that have not yet been received in order to allow the customer to collect the order as soon as possible.

A new parameter Include collected items in POS-reservation has been added in Comarch ERP Enterprise system. The parameter may be activated in Customizing → Multi-channel sales → Comarch Retail POS. If the parameter is activated, then, after receiving a delivery in the POS warehouse, some of the picked items (which are therefore unavailable for sales, since they await collection by a customer) will be added to the reserved item quantity. Reserved items are displayed in the item list, in the Quantity Reserved column.

The column is updated in the following cases:

• Completion of a sales order picking process
• Cancellation of a sales order picking process
• Release of a sales order (generation of a receipt or sales invoice for a sales order)

Automatic deletion of synchronization logs from the database (Comarch ERP Enterprise)

Due to limited disk memory, it is now possible to automate the deletion of old log files imported from the Synchronization.PackagesProcessingLogs table. A new field Packages processing logs storage period in days has been added in Comarch ERP Enterprise.

The field is available in Customizing → Multi-channel sales → Comarch Retail POS. The field needs to be filled in with a relevant value:

• 0 – it means that log files will not be saved
• 1 to n – the database will retain log files from the last x days
• Empty value – log files will not be deleted

Optimization of POS Agent Service Configuration Tool (Comarch ERP Standard, Enterprise, XL)

POS Agent Service Configuration Tool has been optimized thanks to:

• The parameter loading screen displayed when the configuration tool is being launched or refreshed

• New screens containing information on a currently performed action displayed in the case of:
  • Installation
  • Registration
  • Uninstallation
  • Verification of the correctness of entered data

• The deactivation of the POS Agent Code field following service registration

Additionally, it is now possible to register the Comarch POS Agent service in the Windows command prompt. Available commands include:

• –register
• –install
• –uninstall
• –setaddress –agentIP:127.0.0.1 –port:8098 (setting an IP address and port for the Comarch POS Agent service)
• –seterpaddress –adres:http://example.com (setting the OMS server address)
• –stop
• –start
• –help
• –status
• –waitforstatus

Text wrapping in list columns (Comarch ERP Standard, Enterprise, XL)

So far, reducing the width of a standard column containing, for example, a document date of issue, the entries could be cut off. Therefore, a Wrap Text field has been added for columns in the Layout Management window. Options available in the field include:

• No wrap
• Wrap – it makes it possible to manually wrap text anywhere the user wants
• Wrap with overflow – it makes it possible to manually wrap full text values

Transferring a new attribute type (Comarch ERP Enterprise)

The configuration of attribute types has been expanded: it is now possible to define the format of Date type attributes. The format may be configured as a new attribute type: DateAndTime. Owing to this, it is possible to transfer information on date and time from Comarch ERP Enterprise.

Rules for online verification when generating corrections and invoices (Comarch ERP Standard)

Parameterized rules have been introduced to increase control over the generation of corrections and invoices for trade documents. This function is designed to fully protect against, among other things, issuing multiple invoices for the same receipt in the case of concurrent execution of operations on different workstations or in different systems.

In Comarch ERP Standard, a new section Document Verification Mode has been added in the configuration of the POS workstation. Three separate modes are available for invoices generated for receipts and corrections to sales documents:

• Offline – no additional control (default)
• Online if possible – it enables online control if it is possible
• Always online – it enables mandatory online control with the blockade of operations in the offline work mode