Account Details [.2213 - .2319]

Classic View: Point of Sale > Account Maintenance > Account > Account Info

Search Terms: Account

This functionality is only available to customers who have purchased Campus Point of Sale as add-on functionality.

This tool provides settings for Point of Sale accounts for patrons, cashiers, and food service managers. This Account Details tool displays two types of folders related to an account: the Account folder and the Patron folder (titled as the account user's name).

Modified By information displays at the bottom of the editor and displays the date, time, and ID of the last person to modify the account. The Modified By information is updated any time the Save button is clicked. The Reminder/Restriction Wizard also updates the modified by and modified date information.

What can I do?What do I need to know?

Screenshot of Account Details Editor

About the Account Folder

Clicking the Account folder link displays the Account Detail editor which contains settings for the account.

Account Detail Editor

Account Detail Editor Fields

Field

Definition

Ad hoc Field Name

Number

This is the patron's account number.

posAccount.accountNumber

Active

If marked, this patron account is considered active and will appear in cashier searches.

posAccount.active

Reminder Enable

If marked, this checkbox indicates the cashier will be warned when the patron's balance is less than or equal to the amount entered in the Reminder field. The cashier can then alert the patron of a low account balance.

This checkbox is also used with the POS Account Messenger tool when the Balance option is set to Use Account Reminder Setting.

posAccount.reminderEnable

Reminder

The account balance at or below which the cashier will be warned, if the Reminder Enable checkbox is marked. The cashier can then alert the patron of a low account balance.

posAccount.reminder

About the Patron Folder

Clicking the folder titled as the account patron's name will display the Point of Sale Identification and Patron Preference editors.

For Family Accounts, values set within these two editors are only applied to the specific patron and not all patrons tied to the account.


Point of Sale Identification Editor Fields

If you plan to generate PIN Barcode Labels, PINs can only include numbers 0-9, letters A-Z, and the following characters: - . $ / + %

Field

Definition

Ad hoc Field Name

Cashier PIN 

 Cashiers Using POS Terminals: 
This field contains a Personal Identification Number (PIN) for a cashier operating a POS terminal. This PIN allows cashiers the ability to process transactions on the POS terminal (but does not allow them to void transactions like the Manager PIN). The PIN can be manually entered or auto-generated by marking the Auto Gen checkbox to the right and clicking the Save icon from the Campus action bar.

 Cashiers Using Cafeteria Serve: 
Cashiers using Cafeteria Serve do not need to be assigned Cashier PINs, as rights to the Cafeteria Serve application are handled through the Campus tool rights.

posIdent.inputData
posIdent.type

Type = PC

Auto Gen 
(Cashier PIN)

If marked, this checkbox indicates the Cashier PIN will be auto-generated upon clicking the Save icon in the Campus action bar.

N/A

Manager PIN 

 Managers/Administrators of POS Terminals: 
This field contains a Personal Identification Number (PIN) for a food service manager or administrator who operates/oversees POS terminals. This PIN allows managers/administrators the ability to void processed transactions on the POS terminal. The PIN can be manually entered or auto-generated by marking the Auto Gen checkbox to the right and clicking the Save icon from the Campus action bar.

 Cashiers Using Cafeteria Serve 
Cashiers using Cafeteria Serve should be assigned Manager PINs if they should have the ability to process and void transactions while processing patrons in the Cafeteria Serve application.

posIdent.inputData
posIdent.type

Type = A2

Auto Gen
(Manager PIN)

If marked, this checkbox indicates the Manager PIN will be auto-generated upon clicking the Save icon in the Campus action bar.

N/A

Account PIN

This field contains a Personal Identification Number (PIN) for a patron (staff/student account). The PIN can be manually entered or auto-generated by marking the Auto Gen checkbox to the right and clicking the Save icon from the Campus action bar.

posIdent.inputData
posIdent.type

Type = PC

Auto Gen
(Account PIN)

If marked, this checkbox indicates the Account PIN will be auto-generated upon clicking the Save icon in the Campus action bar.

N/A

Location School

The primary school/location at which the cashier/manager/patron will conduct or receive food services. Generally, this should remain as Default. Default allows the student/staff to be served at any school where they have current enrollment or employment records. If a patron is served meals at a different location than where they are enrolled/employed, setting the Location School will allow for them to be served there as well.

posIdent.lunchSchoolID

District Wide

If marked, this checkbox indicates the account user may conduct or receive food services at any location listed in the Location School field. This checkbox should be limited to account users who actually travel to multiple locations.

N/A

Patron Preferences Editor Fields

Field

Definition

Ad hoc Field Name

Block Check Deposit

If marked, this checkbox indicates that check payments cannot be entered for the patron on his/her Personal FS Deposit or Household FS Deposit  accounts.  Block Check Deposits will appear on the Point of Sale as a pop-up warning when POS Deposit on Account is enabled.

N/A

Block Ala Carte

If marked, this checkbox indicates the patron is not supposed to purchase ala carte items. If the patron attempts an ala carte item purchase, a warning message will appear to the cashier.

posAccount.blockAlaCarte

Block Concessions

If marked, this checkbox indicates the patron is not supposed to purchase concessions. If the patron attempts a concessions purchase, a warning message will appear to the cashier.

posAccount.blockConcessions

Single Purchasable Restriction

If marked, this checkbox indicates the patron is not supposed to purchase more than one meal item or multiple quantities of the same ala carte item. If the patron attempts to purchase more than one of the same item, a warning message will appear to the cashier.

posAccount.singlePurchasable

Daily Limit

The amount (dollar.cent) entered in this field is the maximum amount the patron is supposed to spend in one day. If the patron attempts a purchase exceeding this amount, a warning message will appear to the cashier.

posAccount.dailyLimit
NotesUsers may enter comments (up to 255 characters) to a patron's account. If using the Combine Person tool, only the comments from the base person are saved.N/A
POS CommentsComments field to enter comments specific to a patron that the Food Service Cashier can see on the terminal when serving that patron.
N/A


Add and Remove Patrons

Click the Add Patron button to add a patron to the account. Patrons cannot be added if they are already tied to an account. See the Transfer Patron Account Data article to transfers patron(s) to a new account.

Example Add Patron Button

Click the Remove Patron button to remove someone from an account. When you click Remove Patron, Campus removes the patron’s name from the account and its related transactions. The transactions made by the patron remain visible in Campus; however, they are disassociated from the patron’s name and are stored in the Campus database for historical purposes.

To move patron transactions from this account to another account, use the Account Transfer Tool.

Example Remove Patron Button