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How To: Capture Reference Number at POS, for applicable MOP

Owned by
Aparajita Basu Roy
Sept 15, 2022

Why this is required: Capturing Reference Number has been mandatory by the Government for all POS sales invoices, as per the CBIDT circular/clarification on B2C dynamic QR code applicability.

Cross Reference of the Payment (Reference No.) means transaction id along with date, time and amount of payment, mode of payment like UPI, Credit card, Debit card, online banking etc.

The new configuration is required to ensure that the reference number is properly recorded against required/desired Mode of Payment (MOP) at POS at the time of billing.

Pre-requisites

Ginesys HO version should be 12.4.0 and above.
Ginesys POS version should be 2.4.0 and above.

Define Reference Number Capturing Behavior at MOP Master

The system should be enabled to recognize particular Mode of Payment against which it needs to capture reference number details at the time of payment at POS. The below mentioned two step process enables the system to do so.

A. Enable reference details capturing option for target MOP

The following POS behaviour for target MOP is required to be enabled: - Allow reference details capturing in Retail Management - Setup - Mode Of Payment > Point of Sale behavior for this mode

Tip | Important

Note: It is applicable only when credit card & voucher type MOP is selected

B. Configuring MOP Master

  1. For Voucher type MOP

    1. In Add / Edit mode - Please deselect / uncheck Accept denomination based payments checkbox in MOP master.

In case Accept denomination based payments - is selected, user will not need to capture and not be able to capture reference number while taking payments

2. For Credit Card type MOP

  1. Please make sure that there is some value provided in Number of digits to capture for Credit Card number in Master Policy or Site Policy, even zero (0) is a valid value. This field should not be left blank.

  2. For non-integrated credit card (i.e. card swipe machine is not connected to Ginesys POS), please make sure there are no Third Party Plugin details (assembly/class/method) mentioned.

 

 

 

Capturing of reference details at Ginesys POS

This will allow capturing of reference details against target MOP at POS / Collection Centre / Various Back office transactions

A. Capture reference details at Normal POS | Collection Centre | Various applicable Back Office Transactions

  1. Go to Payment option

  2. Provide applicable amount in the target MOP, and press Enter

  3. Please capture desired reference details at Transaction Details window
    Note: Please make sure the entered reference details do not exceed 50 characters.

  4. Press OK button to return to Payment window

 

 

 

B. Capture reference details via Bill Modification window

  1. Go to Ginesys POS - Back Office - POS Control - Bill Modification > Payment Details tab

  2. Enter applicable amount in the target MOP.

  3. Go to Ref. Details column, and capture desired reference details
    Note: Please make sure the entered reference details do not exceed 50 characters.

Adding reference details in Ginesys POS Bill document report

A. Enable the reference number printing at POS Bill document report

  1. Ensure that you have the .repx file handy before starting this exercise.

  2. Open the Ginesys Report Designer application.

  3. Open the target .repx file in the Ginesys Report Designer application.

  4. Go to the Field List and access the following object: v_Report_POSBillMOP

  5. Find and set the RefDetails in the existing document report in the proper (MOP) section

Note: In case of any difficulty, do connect with Ginesys Support Team for further assistance

 

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