The POS Account Mapping Tool allows Users to manage all POS Accounts, including the creation of Rules for accounts brought in from the Daily Sales Summary. On the 'POS Accounts' tab, Users can view and filter all Company POS Accounts by their Account Type, Unmapped Status, or a User-defined term. POS Account Settings can also be updated as needed.

POS Account Rules can be created on the 'Rules' tab and, when set to 'Active', will automatically run when a DSS is imported and contains any new unmapped POS Accounts. If the Rule criteria is met, then the POS Account record will be automatically mapped and saved in R365. During the Automatic Rule running process, if all POS Accounts are successfully mapped, the DSS Journal Entry will be automatically recreated. Unmapped Accounts will need to be mapped via new Rules or from the the 'Unmapped' view on the 'POS Accounts' tab. In addition to Automatic Rule running, Rules can be ran manually to initiate the mapping process after a new Rule is created. Click here to learn how to run a Rule.

Default Rules are set up in the system to assist in mapping POS Accounts that are imported from the POS. These will only appear on the Rules tab when the General Ledger has been imported and if the default Rules match the GL Account names. 

TABLE OF CONTENTS

• Security 
• Navigation
  • For Users with Accounting Module Access
  • For Users with Standalone Operations Access
  • For Users with Standalone Scheduling Access
• POS Accounts Tab
• Rules Tab
• Default Rules
• Create and Edit a Rule
• Run a Rule
• Manage POS Accounts

Security 

Users with the following Permission will be able to access the POS Mapping Tool:

Administration → POS Management → View/Edit POS Mapping Tool

Learn more about managing Permissions and Custom User Roles here. The Permission Access report can be used to determine which User Roles or Users already have these Permissions assigned. Learn more about User Setup and Security here.

Navigation

For Users with Accounting Module Access
	Navigate to the POS Account Mapping Tool by clicking POS Mapping Tool under Administration in the Accounting module.
For Users with Standalone Operations Access
	Navigate to the POS Account Mapping Tool by clicking POS Mapping under Admin in the left navigation menu .
For Users with Standalone Scheduling Access
	Navigate to the POS Account Mapping Tool by clicking POS Mapping under Admin in the left navigation menu.

POS Accounts Tab

The POS Accounts tab lists all POS Account records saved in R365 and provides a quick view into their account details.

	Field	Description
	All	Click to display the list of all POS accounts.
	Unmapped	Click to display the list of only unmapped POS accounts.
	Sales	Click to display the list of only sales accounts.
	Payment	Click to display the list of only payment types.
	Job	Click to display the list of only job titles.
	Paid Out	Click to display the list of only  paid out types.
	Search	This enables the user to filter the selected view by the entered keyword.
	Refresh	This icon refreshes the listing when clicked.
	Type	The type of POS Account. Options include: Payment Type Sales Account Job Title
	Name	The name of the POS account, as entered in the POS.
	GL Account	The GL Account assigned to the POS Account. This can be easily updated by clicking into the account line item and managing the POS Account Settings.
	Source DSS	The Daily Sales Summary that brought in the corresponding POS Account Note: If a Source DSS is missing, it is because that DSS was deleted. Follow these steps to regenerate it.

From the listing, a user can view and even update certain details of an account. Click here to learn more about managing POS Accounts.

Rules Tab

The Rules tab lists out the details of every POS account mapping rule in the instance. These rules can be easily filtered by entering in a user-defined term in the search bar.

	Field	Description
	Run All	This will run all active rules against all unapproved Daily Sales Summary records. Click here to learn more about running a Rule.
	+Add	This will enable the user to create a new rule. Click here to learn how to create a new Rule.
	Checkbox	Check to select a row. Check multiple checkboxes to enable bulk edit options.
	Type	The type of POS Account. Options include: Payment Type Sales Account Job Title
	Status	The status of the rule, which will display as either active or inactive and can be updated individually via the Rule Context Menu (#11) or in mass by checking multiple boxes and clicking Group Apply at the bottom of this page.
	Rule	The rule made for this POS account type.
	Created Date	The date this rule was created.
	Created By	The name of the User who created this Rule. Note: Default Rules will have R365 entered for this field.
	Last Modified	The date this rule was last modified.
	Modified By	The name of the user or entity who last modified this rule.
	Rule Context Menu	Click to open the rule's context menu. This menu enables the user to conduct the following actions to this POS account rule: Run - This will run the rule against all unapproved Daily Sales Summary records. This should be clicked after the rule's status (#5) is updated to active. Click here to learn more about running a rule. Clone - This will copy the POS account rule's details and allow the user to update any fields to make a new rule. The user will only be able to save the new rule when at least one field has been modified. Click here to learn how to clone a rule. Activate/Deactivate - Click to mark the rule as active or inactive. This will be reflected in the status column. The modified columns will also update with the User's information. Delete - This will delete the rule.
	Refresh	Click to refresh the rules list.
	Search	Use the search bar to type in keywords to filter the POS account rules based on the entered information.

Default Rules

R365 provides default Rules to assist in mapping common POS Accounts imported from the POS. Click here to learn about the Default POS Account Rules.

Create and Edit a Rule

POS Account Rules will need to be created to match the unmapped POS Accounts that are included on the Daily Sales Summary. Click here to learn how to create, clone, and edit a POS Account Rule.

Run a Rule

POS Account Rules are automatically ran when a Daily Sales Summary includes an unmapped POS Account. Rules can also be ran manually after a Rule is created or updated. Click here to learn about running POS Account Rules.

Manage POS Accounts

POS Account Settings can be easily updated from the POS Accounts tab. Click here to learn how to update a POS Account.