Information Form Definitions

The following table describes the Information Form Definitions options. The Information Form Definitions options can be configurable for Media tender types.

Note

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:

  • PersonalIDParse—enables communication with the third-party vendor IDScan.net.
PED Input Mode One of the following options:
  • POS
  • Customer
  • Alert Message

Specifies which entry method should be used to enter customer information.

  • POS—customer information can be entered using the POS application on-screen keyboard.
  • Customer—customer information can be entered by the customer using a PIN pad device.
  • Alert Message—the POS application displays a pre-configured alert message which instructs associates how to enter specific information.
    Note

    Select the Alert Message value for the NonReceiptedReturnCustomerInfoPrompts record to enable the POS application to display an information message that prompts associates to scan a government-issued ID when starting a non-receipted return transaction. Retailers can also modify the message using the Configurable Text tool. For more information, refer to Modifying the POS user interface and receipt text.
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:

  • MemberEnrollment.FirstName
  • LookupSelect.LoyaltyNumber,MemberInformationView
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.
  • LinkFieldValidator—This value allows retailers to use the fields defined in the Information Field Definitions group as validator data.
  • AtleastOneLinkFieldValidator—This value allows retailers to require at least one of the linked fields and to let the user enter a value for either of the other linked fields.
  • EmailVerificationValidator—This value validates whether an email address has been entered. The POS displays the Customer Confirmation when a customer enters an email address on the PIN pad.
  • AddressValidator—This value validates customer address information. The POS displays the Address Validation screen with a list of validated addresses.
  • DataNotRemoved—This value does not allow optional fields that previously held a value to be updated as empty. When a field has data, the data can only be updated. An error message is displayed when an existing field data is removed.
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:

  • LastName=FirstName
  • LastName=FirstName,MiddleName

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 Email (None) (None) Nintendo14SN,Email POS (None) (None) (None) (None) (None)
NintendoGame Additional Item Information   Nintendo11SN Email (None) (None) Nintendo11SN,Email 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 Email (None) (None) MicrosoftXBOXSN,Email POS (None) (None) (None) (None) (None)

Sample data

The following table provides a sample record that can be used to support different POS features according to each retailer's needs.

Info Set Name Display Name Required Fields Optional Fields Display Only Fields Do Not Prepopulate Fields Display Order PED Input Mode PED Verification View Validator Validator Data Help Text File Parsed Input Validator
Activation Serial Number Item Serial Number SerialNumber (None) (None) (None) SerialNumber POS (None) (None) (None) (None) (None)