Searching For Customers In Cashiering Displays Unknown Users

Owned by Knowledge Assistant
Jun 27, 2023
2 min read



Description of Issue

When processing payments from within Cashiering, searching yields unknown customers.



Context

  • Cashiering v2019.3.9+

  • Enterprise ERP (E-ERP)

  • Okta

  • Tyler ID-Workforce (TID-W)

  • Searching

  • Payment Processing



Cause

The account being used for Cashiering lacks the necessary permissions to view real customer values. The username that Cashiering is handing off to Enterprise ERP is not resolving to a functioning EERP account. An administrator needs to setup an override.



Resolution

  1. Sign into the workstation that uses Cashiering.

  2. Navigate and open the Cashiering application. 

    1. For clients on v2019.3.9 with TID-Workforce: the v2019.3.9.0 hardware console is required.

    2. For clients on v2021.1+ with TID-Workforce: Tyler Cashiering is now accessed through a web-based application. 

  3. Setup a connection and open the Cashiering instance.

    1. For v2019.3.9 clients, a web service URL is required to setup a connection within the hardware console.

    2. For v2021.1+ clients, the connection already exists. Navigate to the Cashiering web application using the URL provided by your Deployment Engineer.

  4. Upon the Okta sign-on prompt, log into the environment using your TID-W credentials.

    1. Username: e-mail address.

    2. Password:  password associated with the e-mail address being used with TID-W.

    3. Click Sign in.

  5. Go to the Users module and select the user you would like to override an external username for.

    1. For v2019.3.9 Clients:

      1. Click Setup

      2. Click Users

      3. Select the user you would like to edit.

      4. Navigate to External Username Overrides

    2. For v2021.1+ Clients:

      1. Click the Administration option within the left-hand toolbar.

      2. Click Users

      3. Press the Edit button next to the user you would like to edit.

      4. Navigate to External Username Overrides

  6. Within the E-ERP field, enter the User ID of the E-ERP account that the e-mail address is associated with and click Save.

  7. Re-attempt a search for customers again.



Additional Information

  • For further assistance with any of the above steps, please create a case with TSM or call directly at: 800-772-2260.

  • The User ID, for all E-ERP user accounts, can be found within the User Attributes module of E-ERP itself.