Epicor Interface Cash Customer

The total Rental amount, Damage Waiver, Sales amount, and Deposit are passed to the Epicor Point of Sale screen when the full payment is received and posted on the contract. Tax is calculated in Epicor. Data is only passed from Point of Rental to Point of Sale when dollar amounts are collected or refunded. Partial payments are NOT allowed in the Rental/Sale. Partial payments MUST be posted as a deposit. For more information on configuring the cash customer see User Profile Configuration .

The interface is executed when either the Print or No Print buttons are clicked.

The Point of Sale screen must be open with the cursor flashing in the Item (SKU) field for the interface to work.

The default Cash ID is passed as the customer when the customer is not an account customer in Epicor. Lines 1 – 3 show the Rent Deposit, Damage Waiver, and Rental amounts passed from Point of Rental. For more information about mapping Point of Rental items to Epicor SKUs see Epicor - SKU and Item Configuration.

Returning an item or refunding a deposit from Point of Rental to Epicor Point of Sale

If there is a refund due to the customer, you will see the dialog below. You will need to choose a reason for the return and then click OK.

 Once the detail of the returned item populates, click on each price field as seen below.

 Click on "Return the Item" or "Return for defective" as seen below.

This will populate the value of the refund as seen below.

If there is a discrepancy when sending the contract information from Point of Rental to Epicor Point of Sale, a Sales Payments dialog appears:

The user must double-click the Price cell to move the dollar amount to the Paid cell. This also reduces the Funds Remaining by the Price amount.

The user must click the OK button to send the contract to Point of Sale. Clicking Cancel will send nothing to Point of Sale. This must be done. Epicor will not accept a negative dollar amount. The interface is designed to use the absolute value of the price and change the quantity to a negative amount. If the interface fails to send from Point of Rental to Epicor Point of Sale, a File Upload Error dialog appears:

Close and re-open the Point of Sale screen to make sure it is open and the cursor is in the Item (SKU) field.

Click “Resend contract” to attempt to resend from Point of Rental to Epicor Point of Sale. Or click “Show records(s)” to view and attempt to resend from Point of Rental to Epicor Point of Sale.

Select the line and click “Resend” to resend from Point of Rental to Epicor Point of Sale. Click “Cancel” to ignore the File Upload Error.