Information Form Definitions
The following table describes the Information Form Definitions options. The Information Form Definitions options can be configurable for Media Tenders.
This is a multi-record option group. Records can be added as necessary.
Option name | Value | Description |
---|---|---|
Display Name | An alphanumeric value from zero to 40 characters. | Specifies a user-friendly name for this information set. This name corresponds to the internal Info Set Name, in this parameter group. |
Display Only Fields | An alphanumeric value from zero to 1024 characters. |
Specifies the field IDs for the fields in this information set that should be display-only and are not editable. These field IDs correspond to fields that are defined in the Information Field Definitions parameter group. Note
This parameter accepts multiple values separated by a comma. |
Display Order | An alphanumeric value from zero to 255 characters. | Specifies the order in which the fields in this information set are displayed on the screen. |
Do Not Prepopulate Fields | An alphanumeric value from zero to 1024 characters. |
Specifies the field IDs for the fields in this information set that should not prepopulate on the screen. These field IDs correspond to fields that are defined in the Information Field Definitions parameter group. Note
This parameter accepts multiple values separated by a comma. |
Help Text File | An alphanumeric value from zero to 255 characters. | Specifies the name of the help text file assigned to the customer information form. The help text value should contain the alternate name of the help text file. For more information, refer to Assigning help text files to screens. Note
This parameter is only applicable to records representing screens that collect customer information. |
Info Set Name | An alphanumeric value from zero to 40 characters. |
A unique name that identifies a group of fields used for gathering customer information on a POS or PIN pad screen. This group of fields is collectively known as an Information Set. A more user-friendly name for the Information Set is defined in the Display Name option in this group. This parameter is the record's key. |
Optional Fields | An alphanumeric value from zero to 255 characters. |
Specifies the fields in this information set that are optional when the associate or customer is entering data. Note
This parameter accepts multiple values separated by a comma. |
Parsed Input Validator | An alphanumeric value from zero to 255 characters. |
Validates and enables population of customer information using third-party validation. This parameter uses the fields defined in Validation Definitions as validator data. Sample values:
|
PED Input Mode | One of the following options:
|
Specifies which entry method should be used to enter customer information.
|
PED Verification View | An alphanumeric value from zero to 255 characters. |
Specifies the name of the PIN pad screen where this information set is displayed. For more information about configuring the screens of PIN pad devices, refer to Configuring the PIN Pad View States. Note
This parameter accepts multiple values separated by a comma. Format: <ViewChain name>.<startingView>. Sample values:
|
Required Fields | An alphanumeric value from zero to 40 characters. |
Specifies which fields in this information set are required. Note
This parameter accepts multiple values separated by a comma. |
Validator | An alphanumeric value from zero to 255 characters. | Specifies the validator used to validate the input for each field in this information set record. This parameter works in conjunction with Information Field Definitions.
Note
This parameter accepts multiple values separated by a comma. |
Validator Data | An alphanumeric value from zero to 1024 characters. |
Specifies the validator data to be used to validate the information provided. Format: If the value for the Validator parameter is set to LinkFieldValidator, then the value for this parameter should follow this format: <Name of the main field to validate>=<Name of a field to be used to validate the main field>,<Name of another field to be used to validate the main field>.... Sample values:
For more information about using fields to validate data, refer to Information Field Definitions. |
Default data
Info Set Name | Display Name | Description | Required Fields | Optional Fields | Display Only Fields | Do Not Prepopulate Fields | Display Order | PED Input Mode | PEDVerification View | Validator | Validator Data | Help Text File | Parsed Input Validator |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AccountsReceivableTenderPrompts | Accounts Receivable Tender | Captures accounts receivable customer information. | PhoneNumber | (None) | (None) | (None) | PhoneNumber | POS | (None) | (None) | (None) | (None) | (None) |
AddressCorrectionPrompt | Address Correction | Country,Address1,City,State,ZipCode | Address2 | (None) | (None) | Country,Address1,Address2,City,State,ZipCode | POS | (None) | (None) | (None) | (None) | (None) | |
AgeRestrictedInfoPrompt | Customer Birthdate | Birthdate | (None) | (None) | (None) | Birthdate | POS | (None) | (None) | (None) | (None) | (None) | |
CardNotPresentPrompt | Card Not Present | (None) | FirstName,LastName,CNPIDType,PersonalID,State | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
CheckTenderPrompts | Check Tender Customer Information | Captures check tender customer information. | DriversLicenseNumber,DriversLicenseIssuingState | (None) | (None) | (None) | DriversLicenseNumber,DriversLicenseIssuingState | POS | (None) | (None) | (None) | (None) | (None) |
ClaimCheckDetailsPrompt | Claim Check Details | FirstName, LastName,PhoneNumber,PickupDate | Email,Note | (None) | (None) | FirstName,LastName,PhoneNumber,Email,PickupDate,Note | POS | (None) | (None) | (None) | (None) | (None) | |
ClassEventScheme | Classes and Event | Captures customer information about a non-merchandise transaction (Class/Events). | FirstName,LastName,PhoneNumber,EventDate | Note | (None) | (None) | FirstName,LastName,PhoneNumber,EventDate,Note | POS | (None) | (None) | (None) | (None) | (None) |
CreditApplication1 | Credit Application Information | Captures customer information when processing a credit application. | FirstName,LastName,SSNFullwithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumber | MiddleName,BusPhoneNumber,Email | (None) | (None) | FirstName,MiddleName,LastName,SSNFullwithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumber,BusPhoneNumber,Email | POS | HouseAccountCreditAppCustomerInfoVerification.StandardApplication | (None) | (None) | (None) | (None) |
CustomerIDLookupOnlyInfoPrompt | Customer Lookup | CustomerID | None | (None) | (None) | CustomerID | POS | (None) | (None) | (None) | CustomerLookupView | (None) | |
CustomerLookupInfoPrompt | CustomerLookup | (None) | CustomerID,LookupEmailWithPED,LookupPhoneNumberWithPED | (None) | (None) | CustomerID,LookupEmailWithPED,LookupPhoneNumberWithPED | POS | (None) | (None) | (None) | CustomerLookupView | (None) | |
DriversLicense_State | Driver's License | State | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
DriversLicense_State_ExpDate | Driver's License | DriversLicenseNumber,StateCode,Expiration | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
EnrollCustomerInfoPrompts | Enroll Customer | Captures customer information when enrolling a customer or selling instant membership. | PhoneNumber,Email | FirstName,LastName,Address1,Address2,City,State,ZipCode,DateOfBirthMMDD | (None) | (None) | PhoneNumber,Email,FirstName,LastName,Address1,Address2,City,State,ZipCode,DateOfBirthMMDD | POS | (None) | (None) | (None) | (None) | (None) |
GenericCustomerID | Customer ID | (None) | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
GenericMilitaryID | Military ID | (None) | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
GenericPassport | Passport | (None) | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
GiftGiverPrompts | Gift Giver | Captures gift giver customer information for a gift registry transaction. | FirstName,LastName,Country,Address1,City,State,ZipCode | Address2,Email | (None) | (None) | FirstName,LastName,Country,Address1,City,State,ZipCode,Email | POS | (None) | (None) | (None) | (None) | (None) |
GiftRegistryRecipientPrompt | Recipient Information | Captures recipient customer information for a gift registry transaction. | FirstName,LastName,Country,Address1,City,State,ZipCode | MiddleName,Address2,PhoneNumber,Email | (None) | (None) | FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,Email | POS | (None) | (None) | (None) | (None) | (None) |
HouseAccountAlternateLookupPrompts | House Account Alternate Lookup | Captures customer information when processing an alternate lookup for a house account. | DateOfBirthMMDDWithPED,ZipCodeWithPED,SSNLast4WithPED | (None) | (None) | (None) | DateOfBirthMMDDWithPED,ZipCodeWithPED,SSNLast4WithPED | POS | (None) | (None) | (None) | (None) | (None) |
ItemLookupPrompt | Item Lookup | (None) | ItemCode,ItemDescription,ItemVendor,ItemDepartment,ItemStyle,ItemSize,ItemColor | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
ItemServicesFeesPrompt | Claim Check Details | Captures recipient information when processing an item services fee transaction. | PhoneNumber,LastName,FirstName | MiddleName | (None) | (None) | PhoneNumber,LastName,FirstName,MiddleName | POS | (None) | (None) | (None) | (None) | (None) |
LivePet | Live Pet | CareGuide,PetSalesRecord | (None) | (None) | (None) | CareGuide,PetSalesRecord | POS | (None) | (None) | (None) | (None) | (None) | |
LocalReceiptMessagesPrompt | Local Receipt Messages | (None) | LocalReceiptMessage1, LocalReceiptMessage2, LocalReceiptMessage3, LocalReceiptMessage4, LocalReceiptMessage5 | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
MailOrderScheme | Mail Order | Captures customer information for a non-merchandise transaction (Mail Order). | FirstName,LastName,Country,Address1,City,State,ZipCode,PhoneNumber | Address2 | (None) | (None) | FirstName,LastName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber | POS | (None) | (None) | (None) | (None) | (None) |
Microsoft | Additional Item Information | MicrosoftSN,Email | (None) | (None) | (None) | MicrosoftSN,Email | POS | (None) | (None) | (None) | (None) | (None) | |
MilitaryID | Military ID | MilitaryIDNumber, Expiration | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
NoIDType | [No ID] | NoIDType | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
NintendoConsole | Additional Item Information | Nintendo14SN | (None) | (None) | Nintendo14SN,Email | POS | (None) | (None) | (None) | (None) | (None) | ||
NintendoGame | Additional Item Information | Nintendo11SN | (None) | (None) | Nintendo11SN,Email | POS | (None) | (None) | (None) | (None) | (None) | ||
NoIDType | [No ID] | (None) | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
NonReceiptedReturnCustomerInfoPrompts | NonReceipted Return | Captures customer information for a non-receipted return. | PersonalIDType,PersonalID,FirstName,LastName,Country,Address1,City,State,ZipCode,PhoneNumber | MiddleName,Address2,DriversLicenseExpiryDate,DriversLicenseIssuingState | (None) | (None) | PersonalIDType,PersonalID,FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,DriversLicenseExpiryDate,DriversLicenseIssuingState | POS | (None) | (None) | (None) | (None) | (None) |
PaidInConfirmationPrompt | Paid-In Confirmation Information | Confirmation Number | (None) | (None) | (None) | ConfirmationNumber | POS | (None) | (None) | (None) | (None) | (None) | |
PaidOutConfirmationPrompt | Paid-Out Confirmation Information | ConfirmationNumber,DepositBagNumber | (None) | (None) | (None) | ConfirmationNumber,DepositBagNumber | POS | (None) | (None) | (None) | (None) | (None) | |
Passport | Passport | PassportNumber | Expiration | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
PaymentDetailsPrompt1 | Payment Details | FirstName,LastName,Address1,Address2,City,State,ZipCode,Email,HomePhoneNumber,BusPhoneNumber | (None) | (None) | (None) | FirstName,LastName,Address1,Address2,City,State,ZipCode,Email,HomePhoneNumber,BusPhoneNumber | POS | (None) | (None) | (None) | (None) | (None) | |
PaymentDetailsPrompt2 | Payment Details | FirstName,LastName,ExpireDateMMYY | (None) | (None) | (None) | FirstName,LastName,ExpireDateMMYY | POS | (None) | (None) | (None) | (None) | (None) | |
PetAdoptionPrompt | Pet Adoption Item | PetAdoptionGroup,PetAdoptionKit | (None) | (None) | (None) | PetAdoptionGroup,PetAdoptionKit | POS | (None) | (None) | (None) | (None) | (None) | |
PetAdoptionReturnPrompt | Pet Adoption Item | PetAdoptionGroup | (None) | (None) | (None) | PetAdoptionGroup | POS | (None) | (None) | (None) | (None) | (None) | |
PetTrainingPrompt | Pet Training | TrainerFirstName,TrainingStartDate | (None) | (None) | (None) | TrainerFirstName,TrainingStartDate | POS | (None) | (None) | (None) | (None) | (None) | |
PetTrainingReturnPrompt | Pet Training | TrainingReturnStartDate | TrainerFirstName | (None) | (None) | TrainerFirstName,TrainingReturnStartDate | POS | (None) | (None) | (None) | (None) | (None) | |
Phones | Additional Item Information | Email,IMEI,ESN | (None) | (None) | (None) | Email,IMEI,ESN | POS | (None) | (None) | (None) | (None) | (None) | |
PreorderCustomerDetailsPrompt | Pre-Order Customer Details | FirstName,PhoneNumber, Email | LastName,Address1,Address2,City,State,ZipCode | (None) | (None) | FirstName,LastName,PhoneNumber,Email,Address1,Address2,City,State,ZipCode | POS | (None) | (None) | (None) | (None) | (None) | |
PreOrderScreenPrompt | Pre-Order Search | (None) | ReceiptNumber,PhoneNumber,Email | (None) | (None) | ReceiptNumber,PhoneNumber,Email | POS | (None) | (None) | (None) | (None) | (None) | |
PrescreenCreditApplication | Credit Application Information | Captures customer information when processing a prescreen credit application. | PreSecreenNumber,CreditSSNLast4WithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumber | BusPhoneNumber,Email | (None) | (None) | PreScreenNumber,CreditSSNLast4WithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumber,busPhoneNumber,Email | POS | HouseAcccountCreditAppCustomerInfoVerification.PreScreenedApplication | (None) | (None) | (None) | (None) |
PurchaseOrderOrgPrompt | Purchase Order | Organization,OrganizationNumber | (None) | (None) | (None) | Organization,OrganizationNumber | POS | (None) | (None) | (None) | (None) | (None) | |
PurchaserInfoPrompt | Purchaser Information | Captures customer information when processing a transaction. | Country,Address1,City,State,ZipCode,PhoneNumber,FirstName,LastName | Address2,MiddleName,Email | (None) | (None) | FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,Email | POS | (None) | (None) | (None) | (None) | (None) |
QuantityRestrictedInfoPrompt | Customer Information | Captures customer information when a quantity-restricted item is added to the transaction. | PhoneNumber,LastName,FirstName,Country,Address1,City,State,ZipCode | Address2,MiddleName | (None) | (None) | PhoneNumber,Lastname,FirstName,MiddleName,Country,Address1,Address2,City,State,ZipCode | POS | (None) | (None) | (None) | (None) | (None) |
ReceiptedReturnCustomerInfoPrompts | Receipted Return Customer Information | Captures customer information for a receipted return. | FirstName,LastName | MiddleName | (None) | (None) | FirstName,MiddleName,LastName | POS | (None) | (None) | (None) | (None) | (None) |
RecipientInfoPrompt | Recipient Information | Captures recipient customer information for a gift registry transaction. | Country,Address1,City,State,ZipCode,PhoneNumber,FirstName,LastName | Address2,MiddleName,Email | (None) | (None) | FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,Email | POS | (None) | (None) | (None) | (None) | (None) |
ResidentAlienID | Resident Alien ID | (None) | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
ReturnDamagePrompt | Additional Information | (None) | ReturnReasonText | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
ReturnReasonAdditionalTextPrompt | Additional Information | (None) | ReturnReasonText | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
RxFoodPrompt | Rx Food Item | RxNumber | (None) | (None) | (None) | RxNumber | POS | (None) | (None) | (None) | (None) | (None) | |
SearchInventoryPromptSet | Search Inventory | (None) | InventoryItemCode,InventoryItemStyle,InventoryItemSize,InventoryZipCode,InventorySearchRange | (None) | (None) | (None) | |||||||
SendCheckPrompts | Recipient Information | Captures send-check customer information. | Country, Address1,City,State,Zip,Code,PhoneNumber,FirstName,LastName | Address2,MiddleName,Email | (None) | (None) | FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,Email | POS | (None) | (None) | (None) | (None) | (None) |
ServiceItemsPrompt | Salon/Hotel Services | Captures the invoice number for services performed at the retailer's salon or pet hotel. | ServiceInvoice | (None) | (None) | (None) | ServiceInvoice | POS | (None) | (None) | (None) | (None) | (None) |
ShipToStoreDetailsPrompt | Claim Check Details | FirstName,LastName,PhoneNumber,NoOfBags | Email,Note,PickupDate | (None) | (None) | FirstName,LastName,PhoneNumber,Email,NoOfBags,PickupDate,Note | POS | (None) | (None) | (None) | (None) | (None) | |
StateIssued_State | State Issued | State | (None) | (None) | (None) | (None) | POS | (None) | (None) | (None) | (None) | (None) | |
TaxExemptCustomerInfoPrompts | Tax Exempt | Captures customer information for tax exempt items. | Organization,TaxExemptID,Country,Address1,City,State,ZipCode,PhoneNumber,Expiration | Address2 | (None) | (None) | Organization,TaxExemptID,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,Expiration | POS | (None) | (None) | (None) | (None) | (None) |
UpdateMemberPrompt | Update Member Information | Email,PhoneNumber,FirstName,LastName | Address1,Address2,City,State,ZipCode | (None) | (None) | Email,FirstName,LastName,Address1,Address2,City,State,ZipCode,PhoneNumber | POS | (None) | (None) | (None) | (None) | (None) | |
VisualPropsScheme | Visual Props | Captures customer information for a non-merchandise transaction (Visual Props). | (None) | Note | (None) | (None) | Note | POS | (None) | (None) | (None) | (None) | (None) |
WarrantyCustomerInformationMissingInfo | Missing Card Info | CardHolderName,ExpireDateMMYY | (None) | (None) | (None) | CardHolderName,ExpireDateMMYY | POS | (None) | (None) | (None) | (None) | (None) | |
XBox1x | Additional Item Information | MicrosoftXBOXSN | (None) | (None) | MicrosoftXBOXSN,Email | POS | (None) | (None) | (None) | (None) | (None) |