Handling Backdated Transactions in iVend POS

Handling Backdated Transactions in iVend POS

Purpose

This article explains the required settings and steps to perform backdated transactions in iVend POS and the precautions to be followed to avoid discrepancies.


1. Enterprise Setting

Allow Back Date at End of Day Process

Enabling this setting allows users to change the Business Date to a date earlier than the current system date during the End of Day (EOD) process.

  • This setting is required to perform backdated transactions.
  • It provides flexibility to process transactions for a previous business date.

2. Retail Profile Setting (POS Level)

Allow Login if Business Date is not the same as Current Date

This setting controls POS login behavior when the System Date and Business Date do not match:

  • Enabled:
    • Users are allowed to log in to POS.
    • A warning message is displayed indicating the date mismatch.
  • Disabled:
    • Users will not be allowed to log in to POS if the Business Date and System Date are different.

3. Important Notes / Post-Activity Steps

After completing the backdated transactions, ensure the following steps are performed:

  1. Shut down the POS.
  2. Perform End of Day (EOD) with the correct/current Business Date.
  3. Disable both settings:
    • Allow Back Date at End of Day Process (Enterprise level)
    • Allow Login if Business Date is not the same as Current Date (Retail Profile level)

4. Recommendation

  • Always enable these settings only when required.
  • Ensure no ongoing transactions before performing EOD.
  • Perform this activity preferably during non-business hours.

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