Configuration Guide Oracle Hospitality Simphony

Oracle Hospitality SimphonyConfiguration GuideRelease 2.8E66799-06April 2019

Oracle Hospitality Simphony Configuration Guide, Release 2.8E66799-06Copyright 2010, 2019, Oracle and/or its affiliates. All rights reserved.This software and related documentation are provided under a license agreement containing restrictions onuse and disclosure and are protected by intellectual property laws. Except as expressly permitted in yourlicense agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify,license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means.Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.The information contained herein is subject to change without notice and is not warranted to be error-free. Ifyou find any errors, please report them to us in writing.If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it onbehalf of the U.S. Government, then the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of theprograms, including any operating system, integrated software, any programs installed on the hardware,and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.No other rights are granted to the U.S. Government.This software or hardware is developed for general use in a variety of information management applications.It is not developed or intended for use in any inherently dangerous applications, including applications thatmay create a risk of personal injury. If you use this software or hardware in dangerous applications, then youshall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure itssafe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks oftheir respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks areused under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced MicroDevices. UNIX is a registered trademark of The Open Group.This software or hardware and documentation may provide access to or information about content, products,and services from third parties. Oracle Corporation and its affiliates are not responsible for and expresslydisclaim all warranties of any kind with respect to third-party content, products, and services unless otherwiseset forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not beresponsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

Contents1Introduction to Simphony2Enterprise3Enterprise Organization2-2Inheritance and Overrides2-2Configuring Permissions for the Enterprise2-3Understanding CAL Packages2-4Overview of CAL Package Deployment2-7Configuring CAL Package Permissions2-8Configuring CAL Packages2-8Resizing the Initial Workstation Database2-9Changing a Custom CAL Package2-10CAL Deployment Order2-11Adding a Deployment Schedule for the Current CAL Package2-12Adding a Deployment Schedule for a Group of CAL Packages2-13Viewing CAL Package Deployment Schedules2-14Changing a CAL Package Version2-14Viewing, Reloading, and Saving CAL Package Contents2-15Manually Deploying CAL Packages2-15Updating CAL Client Workstations2-16Distributing CAL from a Property Application Server2-16Configuring the Distributed CAL (DCAL) Server2-17Changing the CAL Server Location2-18Moving the DCAL Server to Another Service Host2-18Configuring a DCAL Download Schedule2-18Reviewing the DCAL File Download Status2-19Pairing a New Workstation With a DCAL Server2-19PropertiesAdding a Property3-1Adding a Revenue Center3-2iii

45Overview of Adding a Workstation3-3Adding a Workstation3-3Configuring Workstation Transaction Settings3-5Setting Offline Transaction Posting Time3-6Configuring Workstation Security3-6Configuring the Magnetic Stripe Reader on the Oracle MICROS Tablet 7203-8Configuring the Barcode Scanner on the Oracle MICROS Tablet 7203-8Integration with the Android Mobile Operating System3-8Android Devices and Versions3-9Android Functionality Support3-10Android Network Requirements3-10Android Payments3-11Configuring the Android Device3-11Configuring the Android Device as a Workstation3-12Setting the CAL Package for the Android Device3-12Installing the Client Application Loader (CAL) on the Android Device3-13Installing the Simphony Service Host3-14Viewing and Editing Simphony Android Files3-14Setting Languages3-15Employees and PrivilegesSetting Employee Roles4-1Creating Employee Classes4-3Adding an Employee4-4Terminating an Employee4-5Changing Employee Information4-5Configuring Employee Shifts4-7Configuring Employee Breaks4-9Clock-In and Clock-Out Cycles4-10Setting Clock-In and Clock-Out Cycles4-10Job Codes4-11Configuring Job Codes4-11Understanding Tip Tracking4-12Configuring Tip Tracking and Reporting4-13Configuring Tip Track Front of House Buttons4-14Payments and CurrencyTypes of Payment5-2Configuring Base Currency and Alternate Currency5-2iv

Configuring Currency Conversions5-3Configuring the Cash Tender5-4Credit Card Tokenization5-5Loadable Payment Card Configuration Tasks5-5Loadable Payment Configuration Prerequisites5-6Universal Transaction Gateway for Shift45-7Communication Methods for Fusebox Payment Card Driver5-8stunnel Installation Methods5-8Installing stunnel at a Single Host Location5-9Installing stunnel Through Simphony as a CAL Package5-9Configuring the CAPMS Payment Card Driver5-10Configuring the CAPMS Payment Module5-11Configuring the Dollars on the Net Payment Card Driver5-13Configuring the Dollars on the Net Payment Module5-14Configuring the Fusebox Payment Card Driver5-16Configuring the Fusebox Payment Module5-18Configuring the VisaD Payment Card Driver5-20Configuring the VisaD Payment Module5-22Configuring the Loadable Payment Card Device5-23Creating Front of House Loadable Payment Card Buttons5-24Distributing a Third-Party Credit Card Driver Package5-24Copying Third-Party Payment Driver Files5-25Creating a CAL Package for the Third-Party Payment Card Driver Distribution5-25Credit Card Batching5-26Creating a Credit Card Batch5-26Editing a Credit Card Batch5-26Settling a Credit Card Batch5-27Credit Card Preamble5-27Credit Card Preamble Rules5-27Updating Standard Credit Card Preambles5-28List of Standard Credit Card Preambles for the U.S.5-28Pay at the Table5-29Configuring a Credit Card Tender5-30Configuring the Room Tender5-31Configuring the OPERA PMS Payment Driver5-31Configuring the MICROS Standard Credit Card Payment Module5-32Configuring the Loadable PMS Payment Module5-35Configuring the Demo Payment5-36Setting the Front of House to Allow Pay at the Table5-36Configuring Email Receipts5-38Autosequence Events5-39v

6Configuring Autosequence Events5-39Configuring the Autosequence Event Schedule5-40TaxesUnderstanding Tax Rates and Tax Classes6-2Serving Periods6-3Configuring a Serving Period6-3Order Types6-4Configuring Order Types6-5Configuring Order Types as Subtotal Keys6-6Configuring Tax Rates and Classes6-7Understanding Tax Labels6-8Configuring Tax Labels6-8Printing Tax Rate Per Item6-8Configuring Tax Rates Per Item to Print on Guest Check, Customer Receipt andJournal6-9Configuring Workstation Number and Transaction Number to Print on Guest Check,Customer Receipt, and Journal76-10DiscountsAutomatic Discounts7-2Understanding Automatic Discount Rules7-3Understanding Awarding Algorithms7-3Discount Award Types7-5Discount Exclusivity7-5Simple Exclusivity7-6Group Exclusivity7-7Menu Item Groups7-8Configuring Discount Privileges7-8Configuring Discounts7-9Understanding Automatic Discounts with Decimal Quantity Menu Items7-13Amount Off Examples7-13Amount Substitution Examples7-14Configuring Decimal Quantity Menu Items7-15Configuring a Combination Pricing Discount7-15Applying Discounts Using Condiments7-16Configuring the Condiment as the Trigger7-17Configuring Parent Menu Item Class Discounts7-17Configuring the Discount for a Condiment7-18Creating the Discount Button7-19vi

Configuring Menu Item Groups8Service ChargesConfiguring Service Charges97-198-1Setting Up Menu ItemsMenu Item Programming Best Practices9-2Major Groups9-3Family Groups9-3Menu Item Master and Menu Item Definitions9-3Menu Item Classes9-4Menu Item Pricing9-5Screen Look Up (SLU)9-6Number Look Up (NLU)9-6Menu Levels9-7Sales Itemizers9-9Configuring Major Groups9-10Configuring Family Groups9-10Configuring Menu Item Classes9-10Configuring Menu Item Prices9-12Setting Main, Sub, and Custom Menu Levels9-13Setting the Default Main and Sub Levels for Serving Periods9-14Configuring Auto Menu Levels9-14Setting the Default Menu Levels for a Revenue Center9-15Configuring Active Menu Levels for Menu Item Definitions9-15Configuring Menu Item Functionality on the Workstation9-16Configuring Sales Itemizers9-17Configuring Master Records for Menu Items9-17Configuring Menu Item Definitions9-18Adding and Disabling Menu Items9-19Configuring Menu Item Availability from the EMC9-20Configuring Menu Item Availability for Multiple Definitions at the Workstation9-20Configuring a Weighed Menu Item9-20Understanding Tare Weight9-21Setting the Tare Weight for a Menu Item9-21Menu Item Fees9-22Configuring Menu Item Fees9-22Configuring Screen Look Ups for Menu Items9-23Configuring Screen Look Ups for Discounts9-24vii

10Configuring Screen Look Ups for Service Charges9-24Configuring Screen Look Ups for Tender/Media Records9-25Configuring Screen Look Ups for Family Groups9-25Configuring Screen Look Ups for Major Groups9-26Configuring Screen Look Ups for Custom Reports9-26Configuring Screen Look Ups for Open Checks9-26Configuring Number Look Ups for Discounts9-27Configuring Number Look Ups for Service Charges9-28Configuring Number Look Ups for Tender/Media Records9-28Configuring Number Look Ups for Main and Sub Levels9-29Menu Item Waste Checks9-29Allowing Employees to Begin Waste Checks and Run Waste Check Reports9-30Configuring Waste Reasons9-31Configuring Waste Receipt Headers and Trailers9-31Hiding Price Details on Waste Checks9-32Creating the Declare Waste Button9-32Menu Item Waste Reports9-33CondimentsCondiment Groups and Condiment Sets10-2Configuring Condiment Groups10-2Creating Menu Item Classes for Condiment Groups10-3Creating Menu Item Master Records for Condiments10-3Configuring Condiment Sets10-4Assigning Condiments to Parent Menu Item Classes10-4Assigning Default Condiments to Parent Menu Items10-6Condiment Prefixes10-6Creating Condiment Prefix Menu Items10-7Creating Menu Items Classes for Prefixes10-7Activating Condiment Prefixes10-8Deactivating Condiment Prefixes10-8Configuring Touchscreen Buttons for Condiment Prefixes10-9Setting Condiment Appearance10-9Understanding the Popup Condiment Orderer10-10Configuring a Popup Condiment Orderer Page10-10Configuring a Revenue Center to Use the Popup Condiment Orderer10-11Configuring a Menu Item Class to Use the Popup Condiment Orderer10-12viii