Installation and use
The IHC Balance Transfer Assist dialog is present at the bottom of Preferences and is active only if the license contains at least one DebitWare (DBT) license.
IHC Balance Transfer Assist is enabled in Sales and global settings are configured in SysManager > Preferences > IHC Balance Transfer Assist. The global settings can be overridden on the Misc tab of the Salespoint Edit dialog for each salespoint. When a DCI listed within the IHC Balance Transfer Assist feature is involved in an exchange, activation or both, Sales is passed an existing IHC pass invoice with a balance for the guest number or WTP number associated with the pass. If a pass with an invoice and a balance is found, its invoice can be linked to the new pass and the found pass is voided if an exchange. Activation, on the other hand, does not void the existing pass. If the Automatic method is selected for IHC assist, the action occurs without any user intervention. If Manual is selected, the user is given the option of assigning the invoice with balance to the new pass.
• On the Salespoint edit form > Misc tab, the IHC Balance Transfer Assist section overrides a couple of global settings for this specific salespoint. These options are only available if you have at least one DebitWare license and IHC Balance Transfer Assist is activated on the IHC Balance Transfer Assist global Preference form.
• Data Maintenance form > Max Keys On Server option: Now processes the last mod value in the new IHCxfer table.
• The function, GetMatchingIHCPasses, returns the ten most recent, non-voided, DebitWare activated passes for a given guest number or WTP number which have non-zero balances. This is used for the new IHC Balance Transfer Assist feature in Sales.
Note: If the Automatic method is selected for IHC assist, the action occurs without any user intervention via a salespoint or web Sales Host utility. If Manual is selected and the transaction is occurring through the web Sales Host utility, the transfer still occurs automatically.