Home » Categories » Multiple Categories

Increased Selective Order Header Screens

Datafile 2019 and above

Sales and Purchase Order Processing allow for the user of two order header entry screens when entering sales/purchase orders and one further selective screen that is only displayed when the order matches the required criteria.  This new feature increases the number of selective screens to 5.

 

Selective screens could be used to enter additional criteria for order types – for example when the order is a quote you could enter additional quote parameters, if the order is a credit you could enter additional credit reasons, and so on.

 

 


 

Installation

 

Application User Facilities

 

To configure selective screens Installerusers can right click on the explorer menu for Order Entry and select Configure Option.  Alternatively, select Installation from the main menu followed by Application Manager and then Application User Facilities.  Select the appropriate Order Processing application before selecting Enter/Amend Orders and Maintain New Order Header Screens

 

 

Highlight the screen required and then either right-click and choose Form Design or click the Design tab.

 

For a selective screen you are first prompted for the number of lines down the screen – maximum is 16 – after which the screen template is displayed.

 

 

You design the screen in the usual manner – enter text labels by position the cursor and typing, lines by switching to line mode on the design ribbon and then clicking and dragging with the mouse, add adding data items by positioning the cursor and using the <F4-Select> key.

 

Once the screen template is complete press the SAVE label on the Design ribbon.

 

You can define the criteria under which the selective screen is displayed by highlighting the screen before right-clicking with the mouse and choosing Criteria.

 

 

Criteria is defined in the usual manner.

 

Lastly you can give the screen a title as an alternative to ‘Selective Screen 1’ etc.  Right-click with the mouse and choose Rename and enter required title.

 

 

Note that screens are only ‘active’ when the ‘In Use’ tick box is set.

Custom Fields
  • Release ID: 7.2
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Contract Invoicing - Two, Three and Four Yearly Invoicing
Viewed 1460 times since Wed, Sep 21, 2016
Pre-Select Batches for Warehouse
Viewed 73 times since Tue, Oct 15, 2024
Create New Back Order Lines
Viewed 1864 times since Tue, Jun 12, 2012
Document Processing - Multiple Documents Per Order
Viewed 82 times since Thu, Oct 24, 2024
Stock Picking Sheet
Viewed 1407 times since Tue, Jul 3, 2012
Prevent Amendment of Default Additional Charge
Viewed 1449 times since Mon, Jun 11, 2012
Cost Price Checking – Checks by User-ID (SOP Only)
Viewed 31 times since Tue, Oct 22, 2024
Order Entry - Alternative Title for Price/Cost
Viewed 1993 times since Fri, Oct 26, 2012
Staged Payment Schedule (SOP Only)
Viewed 2344 times since Fri, Apr 8, 2016
Increment Document Date at Set Time
Viewed 1514 times since Fri, Jun 8, 2012