Additional Options for Sales / Purchase Order Pick Lists

One of the more popular features of the Release 6.2 update was the introduction of Order Pick Lists that allowed you to list selected orders based on selection criteria and perform options such as document production or order updates based on the highlighted order. Release 6.3 adds further options to this facility.

The first new option is the ability to sort the list in ascending / descending sequence by right-clicking a column heading within the pick list. The second new option is the introduction of the include / exclude pick options that are available within the Credit Control Manager and the new Sales/Purchase pick lists.

As with the equivalent Sales / Purchase options the ‘include/exclude’ options work on a blank / non-blank basis. In the example above the Exclude option is set against the Credit Order flag which means that any credit orders are excluded from the pick list (in the case of a Y/N item blank means ‘blank’ or ‘N’). In addition the ‘Equal To’ check item has also been implemented for ‘X-text’ filter items so that, if set, the ‘include/exclude’ options will relate to the value entered within the ‘Equal To’ prompt. In the screen above the Order Status is set as a filter item so that if enter ‘A’ in the ‘Equal To’ value and tick the include option then only active orders are listed but if tick the exclude option then only non-active orders are reported.

Installation

The ‘column’ sorting options are available immediately on program update but the filter items need to be configured via the Application User Facilities.

Application User Facilities

To update the pick list configuration select Installation from the main menu followed by Application Manager and then Application User Facilities. Select the required Order Processing application and then select Enter/Amend Orders and then Definable Pick Lists. The available definitions are listed – select the definition required – and then move to screen 2 of the parameters to set the filter items.

Include / Exclude Items – this option allows you to set additional filter options against the order header – only X-type, D/E-Dates and ?-type items can be selected. For each filter item you select the data item you wish to filter on, the heading displayed on screen (if left blank the data item name is used), whether you wish to default to including or excluding records based on this filter. The filter options work on a blank / non-blank status when including or excluding but, for X-type items, you can also set enable a ‘Check Equal’ function that would allow run-time entry of a value to match when including or excluding records.