HiFinance 5


 

SECTION 7.2.1.8U - TAXIS (INC RACT ETC)

 

This option will only appear if you are running the Cards option.

 

The various Taxi cards (aka Discount cards) are organized into ranges. This allows for the names to appear on reports, tables and can be exported to the various POS systems. Here you enter the ranges. Please note that HiFinance does not reorganize the data if you enter a new value into the list of ranges. Because of this, it is advantageous to enter a list of ranges for future expansion.

 

The TAXI MENU is accessed as item 8 from the DEBTOR TABLE MAINTENANCE MENU. On selecting this function, the following will be displayed:

 

 

To return to the DEBTOR TABLES MENU, press <ESC>.

 

Fields available on the TAXIS file.

 

Name††††††††††††††††† Comments

 

For each Brand:

 

RANGE ENDS AT Here you enter the last card number in the range. Eg C83ZZZZZZZZZZZZZZZZ. Note the use of Zís. Cards are normally numeric but entering Zís makes sure that any cards starting with C83 (in this example) will be included. The ranges should be in alphabetical order, sorted from smallest to biggest. You do not have to fill in every range, but there should not be any gaps and you may leave any lines blank past the last range you wish to define.

 

NAME†††††† The name of the range, eg TAXI. This field must not be left blank if the first field is not blank.

 

MAX LTS††† For each defined range, you must enter a maximum litre value. This information is sent to the POS system which should limit the purchase to that number of litres. Also, upon import, HiFinance will not accept any value higher than this value and thus will override the value in the transaction (ex POS) and thus limit the reimbursement to the Site.

 

GL.ACC†††† For each defined range, you must enter a General Ledger account. This is the account as seen by Pipeline. It is used when transferring the payment file to United Fuels. Every line (that has a RANGE) must have a non-zero value in this field. There is no way of making sure that the account you enter is a valid account, it is important to check you entries carefully.

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