How to: Set Up the Edit Journal Line Command

In this article

Selecting POS menus for each journal line type

To set up the POS Menu Enabled Commands

To assign the command to a journal POS data table column

See also

You can use the JNL_LINE_EDIT POS command to display a POS menu with commands, that apply to the type of journal line selected, for the journal data grid.

In the POS menu, commands that do not apply to the line, can appear disabled, showing the user visually which actions to choose from, and which actions result in an error if pressed. This functionality is particularly useful when working with deals and items with modifiers that have many possible commands:

  • To change deals
  • Deal modifiers
  • Deal items
  • Deal sizes
  • Items
  • Item modifiers
  • Excluding items.

Selecting POS menus for each journal line type

The set up for this command is located in the POS Menu Profile Card page. In the POS Menu Edit Journal Line List section, you select which POS menu to show for each type of journal line. These journal line types are exclusive, meaning that no journal line can belong to more than one journal type. You can have the same POS menu for all the types with all the possible commands for all the lines types or a different POS menu for each type:

  • Default Line - a line that is none of the other types, such as payment line, discount line, or an un-linked text line.
  • Item Line - an item line that is not linked to another line.
  • Linked Item Line - an item line that is linked to another line but is not part of a deal.
  • Linked Text Line - a text line that is linked to another line.
  • Deal Header Line - a text line that represents the header of a deal.
  • Deal Line - a line that is a part of a deal.

Note: Not recommended if you are working with deals and items with modifiers.

To set up the POS Menu Profile

  1. Click the icon, enter POS Menu Profileand select the relevant link.
  2. Select the desired menu profile.
  3. In the POS Menu Edit Journal Line List section, select New Line.
  4. Select a type in the Journal Line Type field.
  5. In the POS Menu ID field, select the POS menu you want to display. The POS menu can belong to the ##DEFAULT menu profile or the current menu profile. See menu examples here.
  6. Repeat steps 3-5 for the remaining journal line types.
  7. You can now copy the POS Menu Edit Journal Line List to other menu profiles by using the Copy from Curr. Profile action on the action banner.

To set up the POS Menu Enabled Commands

If you want commands to appear disabled in the journal line edit menus, if they do not apply to the selected line, you need to set up enabled rules. For more information, see Enabling/Disabling Commands in Journal Line Edit Menus.

To assign the command to a journal POS data table column

The best way to use the JNL_LINE_EDIT command is to dedicate it to one column in the journal data table.

  1. Click the icon, enter POS Data Table Listand select the relevant link.
  2. Select the desired journal POS data table.
  3. Increase the Table Columns field by one.
  4. Select New Line in the POS Data Table Columns section.
  5. Enter a number one higher than the last in the Column No. field.
  6. In the Column Caption field, you can enter a Font Awesome expression like <#fa-pencil> or <#fa-ellipses-h>.
  7. In the Source Expr. ID field select a source expression POS Tag, such as the edit (pencil) symbol or the ellipses symbol (...).
  8. In the POS Command field, select the JNL_LINE_EDIT command.

See also

Enabling/Disabling Commands in Journal Line Edit Menus

POS Menus for Journal Line Editing