Subject Area Concepts This subject area, shown in Logical 03120 - Store Operations Reporting Period View subject area details the reporting where the time dimension for the history tables is taken from ReportingPeriod and makes use of the abstract Calendar structures in order to provide an extremely flexible time dimension for most reporting in the data model. Usually, the shortest period of time that a single ReportingPeriod covers corresponds to the BusinessDay, although this does not have to be so. The model includes three different sets of general, tender and tax history totals which use ReportingPeriod as the time dimension: •Workstation: A set of totals collected based upon each POS (or Workstation); the complete set includes: ❖WorkstationHistory: A general set of totals collected per-WorkStation, per BusinessDay, summarizing the number of transactions, line items, voids, sales, returns, etc that are performed by all cashiers at this POS throughout the day. The full set of reporting buckets included in this entity is very extensive and can be easily extended by adding new columns to this entity; ❖WorkstationTenderHistory: A set of totals collected per-Tender, per-WorkStation, per-ReportingPeriod, summarizing total sale tenders, pay-ins, payouts, pickups and loans, for each tender-type that was used by all cashiers at this POS during the day; and ❖WorkstationTaxHistory: A set of totals collected per-TaxGroupRule, per-WorkStation, per-ReportingPeriod, summarizing total sales, returns, tax overrides and tax exemptions performed by all cashiers at this POS throughout the day. Implementation Note This set of totals would normally be accumulated by an in-store Back Office System, from the POS-Log received from each POS. The totals can then be reconciled against the Session totals as part of the retailer's day-end process. •Operator: The same set of reporting totals as for Workstation, but this time collected based on each operator's (or cashier's) activities: ❖OperatorHistory: A set of totals collected per-Operator, per-ReportingPeriod, summarizing the number of transactions, line items, voids, sales, returns, etc., that are performed by the cashier at any POS throughout the day; ❖OperatorTenderHistory: A set of totals collected per-Tender, per-Operator, per-ReportingPeriod, summarizing the total sale tenders, pay-ins, payouts, pickups, and loans, for each tender-type that was used by this cashier at any POS throughout the day; and ❖OperatorTaxHistory: A set of totals collected per-TaxGroupRule, per-Operator, per-ReportingPeriod, summarizing total sales, returns, tax overrides and tax exemptions given by this cashier at any POS throughout the day. Implementation Note: This set of totals would normally be accumulated by the in-store Back Office System, from the POS-Log data received from each POS. These totals can then be reconciled against the Session totals as part of the retailer's day-end process. •Store: The same set of reporting totals as for Workstation and Operator, but this time collected based on a sum of all activities at a particular store. ❖StoreHistory: A set of totals collected per-RetailStore, per-ReportingPeriod, summarizing the number of transactions, line items, voids, sales, returns etc., that are performed by all cashiers on all POS workstations throughout the day; ❖StoreTenderHistory: A set of totals collected per-Tender, per-RetailStore, per-ReportingPeriod, summarizing the total sale tenders, pay-ins, payouts, pickups, and loans, for each tender-type that was used by all cashiers on all POS workstations throughout the day; and ❖StoreTaxHistory: A set of totals collected per-TaxGroupRule, per-RetailStore, per-ReportingPeriod, summarizing total sales, returns, tax overrides and tax exemptions given by all cashiers on all POS workstations throughout the day. Implementation Note: Again, this set of totals would normally be accumulated by the Back Office System, based on the POS-Log received from each POS. The totals can then be reconciled against the WorkStation (see above), Operator (see above) and Session totals as part of the retailer’s day-end process. |