Process of SAM / Synergy Data Exchanger Month End Notes

When processing month-end, you can print all month-end reports etc as per normal from your SAM back office/workstation computer; however the final step of ticking the boxes, typing in the Period to roll into and completing the rollover must be completed at the computer that processes the integration/data transfer (this is usually the main pump server computer). This is necessary as the SAM month end needs to also access Synergy to roll month-end in the Synergy database.

  • Print all reports/statements etc. as normal from your SAM back office computer
    • Close SAM completely at the back office and all other SAM computers
  • Go to the main pump server computer
    • Ensure the POS Shift has been closed (month end cannot be completed while the POS Lane is open for trading)
    • Close POS completely (Exit to Windows)
    • Open SAM to finalise the System Month End rollover process
    • Once SAM rollover is complete, you can close SAM and continue to operate Synergy POS / PumpLink as normal