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Additional Lookups on Account Maintenance

Datafile Software

Additional Lookups on Account Maintenance

The Sales and Purchase account maintenance screens allow you to define a lookup to another database.This new feature allows you to define a further nine lookups to that same database and define a further two new lookup databases.

Installation

The lookup database options are configured within the account maintenance screen design. To amend the layout select, from the main menu, Installation followed by Application Manager and then Application User Facilities. Select Sales or Purchase Ledger as required and then select Maintain Customer (Supplier) Records and then Add New Accounts.

The lookup databases are defined by selecting the option Look-up from the Tools pull-down menu.

Database Pathname– enter the pathname for the database to look-up to. <F4-Select> is available if required.

Lookup Format – enter the format for the prime-index of the lookup database – i.e. AAA999, UUUUUUUUUU, etc.

Item for Lookup (1-10) - Select the data item on the customer/supplier database you wish to look-up from. The first item is the primary lookup item and it is the only lookup item, against this database, that will action the set copy items. The remaining nine items can look-up to the database for code validation but will not action any copy items.

Items to List When Selecting Records – here you define the items to be listed from the lookup database when the operator presses <F4-Select>. Note this defines the items in the list; the items that can be searched upon are the prime and secondary indexes of the database concerned.

Items to Copy from Look-up – this option allows you to define up to ten copy items from the look-up database to the customer/supplier account record. As discussed above any copy items are only actioned for the first look-up item, the remaining nine look-up items being used for validation purposes only.

After confirming the first look-up database the process is repeated for the second and third look-up databases.

Custom Fields
  • Release ID: 5.9
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