Policy Operations for Map Policies
In addition to the general policy operations, such as Create, Modify, and Remove, map policies require unique operations, such as Search, Copy, and Move, to maintain the order of map lines. The order of the map lines is important, as SirsiDynix Symphony looks for matches beginning from either the top of the list down or from the bottom of the list up, depending on the policy.
These unique policy operations are available for the Map policies, such as Circulation Map, Credit Rule, Hold Map, Tax Handling Map, Shipping Cost, and more.
Moving a Map Line
To move map lines in a map policy
| 1 | Select a map line (or map lines) by pressing CTRL and selecting lines and right-click. A shortcut menu opens. |
| 2 | Select Cut. The map line will appear highlighted and in italics. |
| 3 | After the map line is cut, select a new position in the map, and highlight a map line. |
| 4 | Right-click, and select either Insert Row Before or Insert Row After from the shortcut menu. The cut map line will be inserted either before or after the current map line. |
Copying a Map Line
To copy map lines in a map policy
| 1 | Select a map line (or map lines) by pressing CTRL and selecting lines and right-click. A shortcut menu opens. |
| 2 | Select Copy. The map line will appear highlighted and in italics. |
| 3 | After the map line is copied, select a new position in the map, and highlight a map line. |
| 4 | Right-click, and select either Insert Row Before or Insert Row After from the shortcut menu. |
| 5 | A dialog box will open, prompting you to type a new policy name (or names for multiple lines) for the duplicate policy. |
| 6 | Click Save, and the duplicated map line will be inserted either before or after the current map line. |
| 7 | If you click Close, the map line is not copied. |
Searching a Map Line
The Search features of this policy assist you in finding specific map lines.
To search map line values
| 1 | Select a values from the list for the policy attributes, or select All. Any combination of these policy values can be searched. |
| 2 | Click Search to find the first map line that fits some of the selected search values, starting from the bottom of the list, upward. |
| 3 | Click Exact Search to find a map line that precisely matches the search values, starting from the bottom of the list. |
| 4 | Click Find Next to search from the currently selected map entry, upward. |
| 5 | Click Clear to begin a new search. |
Note: If any search category is ALL, any entry in the table will be selected, even for an Exact Search.