Modules:Max Level of Cash/User Documentation

Introduction

This functionality allows to configure the application to launch an alert when the balance of the payment’s financial account exceeds a determinate value. This limit value is registered as a new field, in the tab Payment Method of the window POS Terminal type. Also a new module is developed to configure the alert which is included as the reference data of a data set. All changes are included in the Openbravo back-end. This document explains how to configure the system in order to perform this functionality.

Backend

First, the module named Max Level of Cash and its reference data must be previously installed.

Figure 1

The limit value in payment method must be properly configured. As it shows in the figures below, it is important to realise that we must configured the payment method (cash) that belongs to the POS Terminal’s financial account.

Figure 2

Figure 3

The field to indicate the limit amount has been called Financial Acc. Balance Limit.

Figure 4

Configuring Alert Recipient. As client admin:

• Go to window Alert and select record named “Max Level of Cash Alert”
• Go to tab Alert Recipient and create a new record
  • Role: The White Valley Group Admin
  • User/Contact: Openbravo

Figure 5

Then it is necessary to configure the background process to launch the correspondent alert. As client admin go to window Process Request and create a new record:

• Select Alert Process
• Frequency: Every n minutes
• Interval in minutes: 1
• Click on Schedule Process button

Figure 6

The final result. Alert is launched:

Figure 7