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 nameValueDescription
Display NameAn alphanumeric value from zero to 40 charactersSpecifies a user-friendly name for this Information Set. This name corresponds to the internal Info Set Name, in this parameter group.
Display Only Fields

A comma-separated list of alphanumeric values 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.

Display OrderAn alphanumeric value from zero to 255 charactersSpecifies the order in which the fields in this Information Set are displayed on the screen.
Do Not Prepopulate FieldsA comma-separated list of alphanumeric values 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.

Help Text FileAn alphanumeric value from zero to 255 charactersSpecifies 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 NameAn 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

A comma-separated list of alphanumeric values from zero to 255 characters

 

Specifies the fields in this Information Set that are optional when the associate or customer is entering data.

Parsed Input ValidatorAn 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 ModeOne 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 Changing the names of UI components and receipt text.

PED Verification View

A comma-separated list of alphanumeric values 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.

Format:

<ViewChain name>.<startingView>.

Sample values:

  • MemberEnrollment.FirstName
  • LookupSelect.LoyaltyNumber,MemberInformationView
Required Fields

A comma-separated list of alphanumeric values from zero to 40 characters

Specifies which fields in this Information Set are required.

Validator

A comma-separated list of alphanumeric values 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.
Validator DataAn 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 NameDisplay NameDescriptionRequired FieldsOptional FieldsDisplay Only FieldsDo Not Prepopulate FieldsDisplay OrderPED Input ModePEDVerification ViewValidatorValidator DataHelp Text FileParsed Input Validator
AccountsReceivableTenderPromptsAccounts Receivable TenderCaptures accounts receivable customer information.PhoneNumber(None)(None)(None)PhoneNumberPOS(None)(None)(None)(None)(None)
AddressCorrectionPromptAddress Correction Country,Address1,City,State,ZipCodeAddress2(None)(None)Country,Address1,Address2,City,State,ZipCodePOS(None)(None)(None)(None)(None)
AgeRestrictedInfoPromptCustomer Birthdate Birthdate(None)(None)(None)BirthdatePOS(None)(None)(None)(None)(None)
CardNotPresentPromptCard Not Present (None)FirstName,LastName,CNPIDType,PersonalID,State(None)(None)(None)POS(None)(None)(None)(None)(None)
CheckTenderPromptsCheck Tender Customer Information Captures check tender customer information.DriversLicenseNumber,DriversLicenseIssuingState(None)(None)(None)DriversLicenseNumber,DriversLicenseIssuingStatePOS(None)(None)(None)(None)(None)
ClaimCheckDetailsPromptClaim Check Details FirstName, LastName,PhoneNumber,PickupDateEmail,Note(None)(None)FirstName,LastName,PhoneNumber,Email,PickupDate,NotePOS(None)(None)(None)(None)(None)
ClassEventSchemeClasses and EventCaptures customer information about a non-merchandise transaction (Class/Events).FirstName,LastName,PhoneNumber,EventDateNote(None)(None)FirstName,LastName,PhoneNumber,EventDate,NotePOS(None)(None)(None)(None)(None)
CreditApplication1Credit Application InformationCaptures customer information when processing a credit application.FirstName,LastName,SSNFullwithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumberMiddleName,BusPhoneNumber,Email(None)(None)FirstName,MiddleName,LastName,SSNFullwithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumber,BusPhoneNumber,EmailPOSHouseAccountCreditAppCustomerInfoVerification.StandardApplication(None)(None)(None)(None)
CustomerIDLookupOnlyInfoPromptCustomer Lookup CustomerIDNone(None)(None)CustomerIDPOS(None)(None)(None)CustomerLookupView(None)
CustomerLookupInfoPromptCustomerLookup (None)CustomerID,LookupEmailWithPED,LookupPhoneNumberWithPED(None)(None)CustomerID,LookupEmailWithPED,LookupPhoneNumberWithPEDPOS(None)(None)(None)CustomerLookupView(None)
DriversLicense_StateDriver's License State(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
DriversLicense_State_ExpDateDriver's License DriversLicenseNumber,StateCode,Expiration(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
EnrollCustomerInfoPromptsEnroll CustomerCaptures customer information when enrolling a customer or selling instant membership.PhoneNumber,EmailFirstName,LastName,Address1,Address2,City,State,ZipCode,DateOfBirthMMDD(None)(None)PhoneNumber,Email,FirstName,LastName,Address1,Address2,City,State,ZipCode,DateOfBirthMMDDPOS(None)(None)(None)(None)(None)
GenericCustomerIDCustomer ID (None)(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
GenericMilitaryIDMilitary ID (None)(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
GenericPassportPassport (None)(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
GiftGiverPromptsGift GiverCaptures gift giver customer information for a gift registry transaction.FirstName,LastName,Country,Address1,City,State,ZipCodeAddress2,Email(None)(None)FirstName,LastName,Country,Address1,City,State,ZipCode,EmailPOS(None)(None)(None)(None)(None)
GiftRegistryRecipientPromptRecipient InformationCaptures recipient customer information for a gift registry transaction. FirstName,LastName,Country,Address1,City,State,ZipCodeMiddleName,Address2,PhoneNumber,Email(None)(None)FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,EmailPOS(None)(None)(None)(None)(None)
HouseAccountAlternateLookupPromptsHouse Account Alternate LookupCaptures customer information when processing an alternate lookup for a house account.DateOfBirthMMDDWithPED,ZipCodeWithPED,SSNLast4WithPED(None)(None)(None)DateOfBirthMMDDWithPED,ZipCodeWithPED,SSNLast4WithPEDPOS(None)(None)(None)(None)(None)
ItemLookupPromptItem Lookup (None)ItemCode,ItemDescription,ItemVendor,ItemDepartment,ItemStyle,ItemSize,ItemColor(None)(None)(None)POS(None)(None)(None)(None)(None)
ItemServicesFeesPromptClaim Check DetailsCaptures recipient information when processing an item services fee transaction.PhoneNumber,LastName,FirstNameMiddleName(None)(None)PhoneNumber,LastName,FirstName,MiddleNamePOS(None)(None)(None)(None)(None)
LivePetLive Pet CareGuide,PetSalesRecord(None)(None)(None)CareGuide,PetSalesRecordPOS(None)(None)(None)(None)(None)
LocalReceiptMessagesPromptLocal Receipt Messages (None)LocalReceiptMessage1, LocalReceiptMessage2, LocalReceiptMessage3, LocalReceiptMessage4, LocalReceiptMessage5(None)(None)(None)POS(None)(None)(None)(None)(None)
MailOrderSchemeMail OrderCaptures customer information for a non-merchandise transaction (Mail Order).FirstName,LastName,Country,Address1,City,State,ZipCode,PhoneNumberAddress2(None)(None)FirstName,LastName,Country,Address1,Address2,City,State,ZipCode,PhoneNumberPOS(None)(None)(None)(None)(None)
MediaDepositDetailPromptMedia Deposit Detail DestinationName,DepositSlipNumber,ReceiptDepositDateBagNumber,BagSealNumber(None)(None)DestinationName,DepositSlipNumber,BagNumber,BagSealNumber,ReceiptDepositDatePOS(None)(None)(None)(None)(None)
MediaReceiptPromptMedia Receipt Prompt SourceName,ReceiptDepositDateBagNumber,BagSealNumber(None)(None)SourceName,BagNumber,BagSealNumber,ReceiptDepositDatePOS(None)(None)(None)(None)(None)
MicrosoftAdditional Item Information MicrosoftSN,Email(None)(None)(None)MicrosoftSN,EmailPOS(None)(None)(None)(None)(None)
MilitaryIDMilitary 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)
NintendoConsoleAdditional Item Information Nintendo14SNEmail(None)(None)Nintendo14SN,EmailPOS(None)(None)(None)(None)(None)
NintendoGameAdditional Item Information Nintendo11SNEmail(None)(None)Nintendo11SN,EmailPOS(None)(None)(None)(None)(None)
NonReceiptedReturnCustomerInfoPromptsNonReceipted ReturnCaptures customer information for a non-receipted return.PersonalIDType,PersonalID,FirstName,LastName,Country,Address1,City,State,ZipCode,PhoneNumberMiddleName,Address2,DriversLicenseExpiryDate,DriversLicenseIssuingState(None)(None)PersonalIDType,PersonalID,FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,DriversLicenseExpiryDate,DriversLicenseIssuingStatePOS(None)(None)(None)(None)(None)
PaidInConfirmationPromptPaid-In Confirmation Information Confirmation Number(None)(None)(None)ConfirmationNumberPOS(None)(None)(None)(None)(None)
PaidOutConfirmationPromptPaid-Out Confirmation Information ConfirmationNumber,DepositBagNumber(None)(None)(None)ConfirmationNumber,DepositBagNumberPOS(None)(None)(None)(None)(None)
PassportPassport PassportNumberExpiration(None)(None)(None)POS(None)(None)(None)(None)(None)
PaymentDetailsPrompt1Payment Details FirstName,LastName,Address1,Address2,City,State,ZipCode,Email,HomePhoneNumber,BusPhoneNumber(None)(None)(None)FirstName,LastName,Address1,Address2,City,State,ZipCode,Email,HomePhoneNumber,BusPhoneNumberPOS(None)(None)(None)(None)(None)
PaymentDetailsPrompt2Payment Details FirstName,LastName,ExpireDateMMYY(None)(None)(None)FirstName,LastName,ExpireDateMMYYPOS(None)(None)(None)(None)(None)
PetAdoptionPromptPet Adoption Item PetAdoptionGroup,PetAdoptionKit(None)(None)(None)PetAdoptionGroup,PetAdoptionKitPOS(None)(None)(None)(None)(None)
PetAdoptionReturnPromptPet Adoption Item PetAdoptionGroup(None)(None)(None)PetAdoptionGroupPOS(None)(None)(None)(None)(None)
PetTrainingPromptPet Training TrainerFirstName,TrainingStartDate(None)(None)(None)TrainerFirstName,TrainingStartDatePOS(None)(None)(None)(None)(None)
PetTrainingReturnPromptPet Training TrainingReturnStartDateTrainerFirstName(None)(None)TrainerFirstName,TrainingReturnStartDatePOS(None)(None)(None)(None)(None)
PhonesAdditional Item Information Email,IMEI,ESN(None)(None)(None)Email,IMEI,ESNPOS(None)(None)(None)(None)(None)
PreorderCustomerDetailsPromptPre-Order Customer Details FirstName,PhoneNumber, EmailLastName,Address1,Address2,City,State,ZipCode(None)(None)FirstName,LastName,PhoneNumber,Email,Address1,Address2,City,State,ZipCodePOS(None)(None)(None)(None)(None)
PreOrderScreenPromptPre-Order Search (None)ReceiptNumber,PhoneNumber,Email(None)(None)ReceiptNumber,PhoneNumber,EmailPOS(None)(None)(None)(None)(None)
PrescreenCreditApplicationCredit Application InformationCaptures customer information when processing a prescreen credit application.PreSecreenNumber,CreditSSNLast4WithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumberBusPhoneNumber,Email(None)(None)PreScreenNumber,CreditSSNLast4WithPED,DateOfBirth,StreetNumber,ZipCode,HomePhoneNumber,busPhoneNumber,EmailPOSHouseAcccountCreditAppCustomerInfoVerification.PreScreenedApplication(None)(None)(None)(None)
PurchaseOrderOrgPromptPurchase Order Organization,OrganizationNumber(None)(None)(None)Organization,OrganizationNumberPOS(None)(None)(None)(None)(None)
PurchaserInfoPromptPurchaser InformationCaptures customer information when processing a transaction.Country,Address1,City,State,ZipCode,PhoneNumber,FirstName,LastNameAddress2,MiddleName,Email(None)(None)FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,EmailPOS(None)(None)(None)(None)(None)
QuantityRestrictedInfoPromptCustomer Information Captures customer information when a quantity-restricted item is added to the transaction.PhoneNumber,LastName,FirstName,Country,Address1,City,State,ZipCodeAddress2,MiddleName(None)(None)PhoneNumber,Lastname,FirstName,MiddleName,Country,Address1,Address2,City,State,ZipCodePOS(None)(None)(None)(None)(None)
ReceiptedReturnCustomerInfoPromptsReceipted Return Customer InformationCaptures customer information for a receipted return.FirstName,LastNameMiddleName(None)(None)FirstName,MiddleName,LastNamePOS(None)(None)(None)(None)(None)
RecipientInfoPromptRecipient InformationCaptures recipient customer information for a gift registry transaction.Country,Address1,City,State,ZipCode,PhoneNumber,FirstName,LastNameAddress2,MiddleName,Email(None)(None)FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,EmailPOS(None)(None)(None)(None)(None)
ResidentAlienIDResident Alien ID (None)(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
ReturnDamagePromptAdditional Information (None)ReturnReasonText(None)(None)(None)POS(None)(None)(None)(None)(None)
ReturnReasonAdditionalTextPromptAdditional Information (None)ReturnReasonText(None)(None)(None)POS(None)(None)(None)(None)(None)
RxFoodPromptRx Food Item RxNumber(None)(None)(None)RxNumberPOS(None)(None)(None)(None)(None)
SearchInventoryPromptSetSearch Inventory (None)InventoryItemCode,InventoryItemStyle,InventoryItemSize,InventoryZipCode,InventorySearchRange(None)(None)(None)      
SendCheckPromptsRecipient InformationCaptures send-check customer information.Country, Address1,City,State,Zip,Code,PhoneNumber,FirstName,LastNameAddress2,MiddleName,Email(None)(None)FirstName,LastName,MiddleName,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,EmailPOS(None)(None)(None)(None)(None)
ServiceItemsPromptSalon/Hotel ServicesCaptures the invoice number for services performed at the retailer's salon or pet hotel.ServiceInvoice(None)(None)(None)ServiceInvoicePOS(None)(None)(None)(None)(None)
ShipToStoreDetailsPromptClaim Check Details FirstName,LastName,PhoneNumber,NoOfBagsEmail,Note,PickupDate(None)(None)FirstName,LastName,PhoneNumber,Email,NoOfBags,PickupDate,NotePOS(None)(None)(None)(None)(None)
StateIssued_StateState Issued State(None)(None)(None)(None)POS(None)(None)(None)(None)(None)
TaxExemptCustomerInfoPromptsTax ExemptCaptures customer information for tax exempt items.Organization,TaxExemptID,Country,Address1,City,State,ZipCode,PhoneNumber,ExpirationAddress2(None)(None)Organization,TaxExemptID,Country,Address1,Address2,City,State,ZipCode,PhoneNumber,ExpirationPOS(None)(None)(None)(None)(None)
UpdateMemberPromptUpdate 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)
VisualPropsSchemeVisual PropsCaptures customer information for a non-merchandise transaction (Visual Props).(None)Note(None)(None)NotePOS(None)(None)(None)(None)(None)
WarrantyCustomerInformationMissingInfo Missing Card Info CardHolderName,ExpireDateMMYY (None)(None)(None)CardHolderName,ExpireDateMMYY POS(None)(None)(None)(None)(None)
XBox1xAdditional Item Information MicrosoftXBOXSNEmail(None)(None)MicrosoftXBOXSN,EmailPOS(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.

Related POS FeatureInfo Set NameDisplay NameRequired FieldsOptional FieldsDisplay Only FieldsDo Not Prepopulate FieldsDisplay OrderPED Input ModePED Verification ViewValidatorValidator DataHelp Text FileParsed Input Validator
Band Use Tax ExemptionTaxExemptCABandUseBand UseFirstName,LastName,StatusCard(None)(None)(None)FirstName,LastName,StatusCardPOS(None)(None)(None)(None)(None)
Enhanced Paid InEnhancedPaidInSchemeEnhanced Paid InVendorName,PONumber,ReasonCode(None)(None)(None)VendorName,PONumber,ReasonCodePOS(None)(None)(None)(None)(None)
Item ActivationActivation Serial NumberItem Serial NumberSerialNumber(None)(None)(None)SerialNumberPOS(None)(None)(None)(None)(None)