This article is a part of the Mapping Tool feature. Learn more about Mapping Tool.
While default Rules are provided to assist in basic POS Account mapping, additional Rules will need to be created based on the unique accounts brought in from the POS. Creating a Rule can be done easily through the Mapping Tool. Once a Rule is created, it can be ran manually for any Unapproved Daily Sales Summaries. Click here to learn more about running Rules.
Rules can also be cloned for efficiency purposes while creating similar Rules and existing Rules can be edited to reflect changes made in the POS. This article will review how to create a new Rule and clone or edit an existing Rule.
Create a New Rule
New Rules can be created to ensure new POS Accounts are mapped in R365.
To create a new rule, follow these steps:
Click steps to expand for additional information and images.
1) In the Admin application, under Integrations, click the Mapping tool.
2) Switch to the Rules tab.
3) In the top right corner, click Add.
4) Select the POS Account Type.
5) Enter the text the rule will reference.
6) Select the GL Account for the rule.
7) Set the option value according to the POS Account Type selected.
Option values depend on the POS Account type selected.
8) To set an additional option, click Add Option. (Optional).
This option is only available for Payment Type Accounts.
9) Toggle to Active. (Optional)
10) Review the Rule Preview.
11) Select the desired save option: Save & Run or Save.
Save & Run is only available for selection when the rule is set to active.
Save & Run: Adds the Rule to the Mapping Tool listing and runs it against any Unapproved Daily Sales Summaries.
Save: Adds the rule to the mapping tool for future use.
Learn more about running mapping rules.
Clone a Rule
To clone a rule, follow these steps:
Click steps to expand for additional information and images.
1) In the Admin application, under Integrations, click the Mapping tool.
2) Switch to the Rules tab.
3) Locate the desired rule row.
4) Click the menu button, then select clone.
5) In the POS Account rule window, update the desired fields.
6) Review the rule preview to confirm the logic statement.
7) Select the desired save option: Save & Run or Save.
Save & Run is only available for selection when the rule is set to active.
Save & Run: Adds the Rule to the Mapping Tool listing and runs it against any Unapproved Daily Sales Summaries.
Save: Adds the rule to the mapping tool for future use.
Learn more about running mapping rules.
At least one field needs to be updated in order to save the cloned Rule.
Edit a Rule
To edit a rule, follow these steps:
Click steps to expand for additional information and images.
1) In the Admin application, under Integrations, click the Mapping tool.
2) Switch to the Rules tab.
3) Click in the desired rule row.
4) Edit the desired fields.
5) Review the Rule Preview to confirm the logical statement.
6) Select the desired save option: Save & Run or Save.
Save & Run is only available for selection when the rule is set to active.
Save & Run: Adds the Rule to the Mapping Tool listing and runs it against any Unapproved Daily Sales Summaries.
Save: Adds the rule to the mapping tool for future use.
Learn more about running mapping rules.
At least one field needs to be updated in order to save the cloned Rule.
Activate or Deactivate a Rule
Activate or Deactivate - Individually
To activate or deactivate an individual rule, follow these steps:
Click steps to expand for additional information and images.
1) In the Admin application, under Integrations, click the Mapping tool.
2) Switch to the Rules tab.
3) Locate the desired rule row.
4) Click the menu button, then select deactivate or activate.
Activate or Deactivate - In Bulk
To activate or deactivate POS Rules in bulk, follow these steps:
Click steps to expand for additional information and images.
1) In the Admin application, under Integrations, click the Mapping tool.
2) Switch to the Rules tab.
3) Select the rules to be updated.
4) Click edit selected at the bottom of the page.
R365 Tip
Scroll to the bottom of the page to find the edit selected option.
5) Click the desired option: activate or deactivate.
Delete a Rule
To delete a rule, follow these steps:
Click steps to expand for additional information and images.
1) In the Admin application, under Integrations, click the Mapping tool.
2) Switch to the Rules tab.
3) Locate the desired rule row.
4) Click the menu button, then select delete.
