The LS Activity module can sell all activity products on the POS, and create the activity entries (reservations and appointments) in the backend system. In addition, it is possible to pay activities or whole reservations on the POS, provided they have been entered first in the backend.
The POS operator can open the Activity Card or the Reservation Card from the POS, and even select specific resources, if the product sold requires manual resource assignment. The POS operator can select the activity or reservation (or even the client) to be paid by opening the relevant entry (or place the cursor on the selected entry) on the backend Business Central pages, since if the POS session is running on the same Windows session, the POS will know which entry is selected.
LS Activity can print tickets or reports, depending on what product is being sold at the POS. See Activity Products settings for more detail.
Note: When the activity product is selected on the POS and the date/time is confirmed (based on availability lookup), the actual entry is created, and at that point the POS Entry Status (as set up in the LS Activity setup) is assigned to the activity. Normally, this would be a status which keeps the activity entry as draft, but reserves the resources.
When the sale is then posted, the optional POS Posting Status is assigned to the activities in the sale. This status would normally set the internal status of the activity to Confirmed and kick off confirmation emails to the customer. The POS assumes the activity location (to search for availability) as the current default location for the activity user (that is the Windows logon of the POS client), and it uses that location as the default for the reservations and activities created.
Note: Prior to using any of the POS commands listed below, you must register codeunits 10015804 and 10015821 as POS modules. See LS Central Help for details on registering new POS commands and modules.
Note: The Web POS platform is currently partially supported, but in order to use the Web POS you must register codeunit 10015833 as POS module. By registering this codeunit, the POS commands will function on the Windows and Web POS platforms both. Currently, the Web POS commands are for partner evaluation only.
The table below lists and describes the LS Activity POS commands. Use these alphabetical links to quickly navigate the table:
A - B - C - D - E - F - G - H - I - J - K - L - M - N - O - P - Q - R - S - T - U - V - W - X - Y - Z
| POS Command | Description |
|---|---|
| ASSIGNRENTAL | Brings up an entry dialog box where the user can enter Rental Unit number reference and assign to the current active rental charge line in the POS. |
| ASSIGNUNIT2ACT | Assign a rental unit to an activity. Optional parameter is an activity type, which will be used to filter the list of activities. |
| ASSIGNUNIT2RES | Assign a rental unit to a reservation. Optional parameter is a reservation type which will be used to filter the list of reservations. |
| BOOKMATRIX | To view availability and book only new activity via the POS matrix view. Optional parameter is the Matrix template setting to be used for filtering the resources and defining the view. An additional POS button parameter, MENU, can be applied, valid values are 1 through 4. Adding the menu POS button parameter would then control which menu area is used on the POS to display the menu. Default is the main menu area, same as the MENU command displays. (Web POS supported) |
| BOOKMATRIX2 | Discontinued. |
| BOOKMEMBERSHIP | Sell a subscription membership. Optional parameter is the membership type, otherwise a list will be presented. Prior to activating the membership, the membership entry will be presented to the user for adjustment possibilities before confirming and activating. (Web POS supported) |
| BOOKPACKAGE | Same as SELLPACKAGE except no lines are pulled into the POS for payment. (Web POS supported as SELLPRODUCT and discontinued as a separate command). |
| BOOKPRODLIST | Same as selling from product list, see the BOOKPRODUCT POS command above. (Web POS supported) |
| BOOKPRODUCT | Same as selling product except the reservation or activity is not pulled to POS lines for payment. Note: Optionally, you can specify these extra parameters: Activity Resource, Activity Date, Activity Time, Quantity, No. of Persons, and Activity Location. These can be set by using the additional parameters on the POS button: RESOURCE, DATE, TIME, QTY, PERSONS, LOCATION.(Web POS supported) |
| BOOKRESOURCE | Same as SELLRESOURCE except the reservation is not pulled into POS lines for payment. (Web POS supported) |
| CANCELACTIVITY | Used to cancel activities from the POS. If the activity has deposits then those are returned in the current receipt journal. Cancellation charges are also added to the journal, if applicable. (Web POS supported) |
| CANCELCURRACT | Same as CANCELACTIVITY but cancels current active activity in the backend screen (Business Central client). (Web POS supported) |
| CANCELCURRES | Same as CANCELRES but cancels the current active reservation in the backend screen (Business Central client). (Web POS supported) |
| CANCELRES | Cancels the reservation and its related activities. Returns deposits on the reservation level as well. (Web POS supported) |
| CHANGETICKET | Can be used to a change a journal line entry which is a ticket, for example change quantity, date, time, and so on. (Web POS supported) |
| CHARGE2RES | Lets the POS operator charge the current POS sale to the Reservation (similar to charging to room in hotels). The optional parameter is the reservation type as a filter. The sale is then paid using an interim tender type (see activity setup) and assigned to the transaction entries on the reservation. When the reservation is then later pulled into POS payment or invoiced, then these additional transactions are added to the charges and the interim tender type account is balanced. (Web POS supported) |
| CONFIRMACT | Confirm activities in journal lines. When using the SELLPRODUCT/SELLMATRIX commands to create reservations, the entries can be confirmed without payment using this POS command. The journal lines will be cleared and sale status initialized in the process. (Web POS supported) |
| EDITACTATTRIBUTES | Edit activity attributes. |
| EDITPARTICIPANTS | Edit activity participants. |
| OPENACTIVITY | Opens the Activity Card based on the selected POS line. (Web POS supported) |
| OPENRESERVATION | Opens the Reservation Card based on the select POS line. (Web POS supported) |
| PARTICIPANTS | View activity participants. |
| PAYACTIVITY | Pay a single activity. Shows a list of activities which have payment status No payment. You can filter the list by activity type, if the parameter is set accordingly. Note: The list is automatically filtered by the location (as assigned as the default location for the activity user). It can also be filtered by dates, see the Activity Setup for the date range. The status of the paid activities is changed at posting to Fully Paid. Any discounts or price changes will be assigned to the activity entry. If the POS line is voided or if the transaction is voided, then payment status is not affected on the activity entries. The list can be optionally filtered by activity type by using the parameter setting. (Web POS supported) |
| PAYCURRACT | Brings unpaid activity to the POS lines as selected in the Business Centralbackend page. (Web POS supported) |
| PAYCURRCLIENT | Brings all unpaid activities to the POS lines based on the selected member contact (in reservation or activity) at the Business Central backend page, that is either the reservation list, the reservation card, the activity list or the activity card. (Web POS supported) |
| PAYCURRRES | Brings all unpaid activities within the current reservation (selected in the Business Centralbackend page) to the POS lines for payment. (Web POS supported) |
| PAYMEMDEPOSIT | Each member contact can be allowed to have a deposit account where he or she can deposit a payment and then use it later as payment for goods and services. This command will use the member's deposit balance (if any) as payment for the currently active sale. This option will use the current member contact that is assigned on the sale to refer to the deposit account, or, if not assigned, a list of current member contacts will appear for selection purposes. A dialog box opens where the user can enter the deposit payment amount, and from there it is a normal finalization process of the sale. |
| PAYRES | Lists all reservations and after selecting, the user will get list of all related activities which are valid for payment. Reservation type is the optional parameter to filter the list results. (Web POS supported) |
| POSTACTIVITY | POS action that updates the activity and reservation statuses, updates the prices and discounts on the activity entries at end of the posting process. (Web POS supported) |
| PREPAYACT | Enter deposit to an activity reservation. (Web POS supported) |
| PREPAYCURRACT | Enter deposit to the currently active activity. (Web POS supported) |
| PREPAYCURRES | Enter deposit to a currently active reservation. (Web POS supported) |
| PREPAYRES | Enter deposit to a reservation. (Web POS supported) |
| PRESELLPRODUCT | Presells any activity product in predefined bulk quantities. The parameter is the Activity Product No. and is required. The product chosen must have activity pricing with prices for multiple quantities for the product, that is sell it in a predefined bulk of X number of sessions. See description of allowances. |
| PUSH2CURREVENT | Push the POS items (in the journal) to the current activity selected in Business Central. Normally used when using the POS to select food and beverages for events. (Web POS supported) |
| PUSH2EVENTS | Push the POS items (in the journal) to an activity. A list of activities will be presented to select the destination event. See PUSH2CURRENTEVENT. Optional parameter is the activity type to use to filter the list of activity entries. (Web POS supported) |
| REDEEMPRODUCT | This command is used to redeem (consume) any presold services (allowances). Only needed in cases were the revenue needs to be posted at consume date. The system will open a window where the user can enter or scan the issued allowance reference. The user can also pre-assign the client to the sale, and then the client's outstanding issued allowances are listed for user selection. When the user selects the issued allowance, its consumption is assigned to the POS lines, and usage (consumption) is posted at end of the transaction to keep track of allowance balances. The parameter is the activity product to redeem. |
| RENTUNIT | Rent a unit and trigger the sell product process based on the unit selected, and assign the unit to the rental. Optional parameter is the activity resource, which would limit the list of available units based on the resource. This command will open a dialog box asking for a rental unit. If entered with no selection and the activity resource is set as a parameter, the user will be presented with a list of currently available units. |
| RETRNACTDEPOSIT | Return activity deposit. (Web POS supported) |
| RETRNCURACTDEPOSIT | Return activity deposit on current activity. (Web POS supported) |
| RETRNCURDEPOSIT | Same as above for the currently selected reservation. (Web POS supported) |
| RETRNRESDEPOSIT | Return deposits on a reservation to the client. (Web POS supported) |
| RETURNRENTAL | Brings up an entry dialog box where the user can enter a Rental Unit number reference and return the rental unit. Also adds a text line to the current POS journal to be used as a confirmation printout for the customer. If the rental has late return or has not been paid up front, then the related charges are brought into the POS journal. Also, if the customer paid a security deposit, it will be returned and added to the journal lines at this point. |
| SEARCHCONTACT | Opens the LS Activity Business Central contact search page and assigns selected client on the sale. (Web POS supported) |
| SEARCHRENTAL | This POS command shows a list of all rental reservations with status In Rental. When you select an entry, the command displays the list of units assigned to the selected reservation. By selecting a unit from the list, you trigger the return process. If you select the client in the POS first, this list is filtered to show only related entries. |
| SEARCHUNITS | This POS command shows a list of all rental units with status In Rental and displays the unit description and current Activity No, (Rental contract), and Customer's name. By selecting a unit from the list, the user triggers the return process. If you select the client in the POS first, this list is filtered to show only relevant entries. |
| SELLMATRIX | To view availability and sell new activity via the POS matrix view. Optional parameter is the Matrix template setting to be used for filtering the resources and defining the view. (Web POS supported) An additional POS button parameter, Menu, can be applied, valid values are 1 through 4. Adding the menu POS button parameter will then control which menu area is used on the POS to display the menu. Default is the main menu area, same as the MENU command displays. |
| SELLMATRIX2 | Discontinued. |
| SELLMEMBERSHIP | Sell a single-sale membership. Optional parameter is the membership type, otherwise a list will be presented. (Web POS supported) |
| SELLMEMDEPOSIT | Each member contact can be allowed to have a deposit account where he or she can deposit a payment and then use it later as payment for goods and services. The member contact is not required to have an Account Receivable account (Customer Account) for this purpose. This option will use the current member contact that is assigned on the sale to refer to the deposit account, or, if not assigned, then a list of current member contacts will appear for selection purposes. A dialog box then opens where the user can enter the deposit amount, and from there it is a normal finalization process of the sale. |
| SELLPACKAGE | Sell activity products that are a package (that is bundled multiple activities). This type of product is handled differently than single activity products. Optional parameter is the Activity Product No., otherwise a list of packages is presented. When the user has selected the product, an availability list is presented with estimated availability of the package. After selection, the Reservation Card is always opened due to complexities of packages. Discontinued on Web POS but supported in SELLPRODUCT. |
| SELLPRODLIST | Same as SELLPRODUCT except that a list of the products available will be shown. You can filter the list to a single activity type by using the parameter to set the activity type. (Web POS supported) |
| SELLPRODUCT | This command sells the activity product on the POS. The parameter required is the Activity Product No. The product can dictate to open a calendar automatically to select the activity date, and the Quantity or No. of Persons windows. A list will be shown with availability where the user can select the slot. A list of clients (member contact) is also shown where the user can select the client from the list or create a new one (depends on how the POS lists are set up). At this point, the actual reservation is made in the backend. If the product requires manual selection of resources, the user will be prompted to select a resource from a list of available resources. Voiding the transaction or voiding the sales line will delete the activity entry. Any discounts or price changes on the POS will update the activity entry at posting. Note: If a member contact is assigned on the sale prior to the use of this command, the activity is assigned to that client. Also note that all activities sold within the same sale will be assigned to a single reservation. Note: Optionally, you can specify these extra parameters: Activity Resource, Activity Date, Activity Time, Quantity, No. of Persons, and Activity Location. These can be set by using the additional parameters on the POS button: RESOURCE, DATE, TIME, QTY, PERSONS, LOCATION. (Web POS supported) |
| SELLRESOURCE | Same as selling a product except based on preselected resource. The selected resource is an optional parameter, otherwise a list of current human resources for the default location is shown for selection purposes. After the resource has been selected, the user will have to select the product. Availability is then presented according to the resource availability. Note: Optionally, you can specify these extra parameters: Activity Resource, Activity Date ,Activity Time, Quantity, No. of Persons, and Activity Location. These can be set by using the additional parameters on the POS button: RESOURCE, DATE, TIME, QTY, PERSONS, LOCATION. (Web POS supported) |
| TICKETPRINT | POS action which performs ticket or report printing at the end of the POS transaction (posting). Note: Voiding a sale or a transaction line will not trigger printing. (Web POS supported) |
| TIMELINE | View the timeline (agenda) view as a POS list. (Web POS supported) |
| VIEWATTRIBUTES | View activity attributes. |
| VIEWUNITS | View the Units assigned on the selected rental activity in the journal lines. |