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Order Detail Pick Lists

Article Number: 2141 | Rating: Unrated | Last Updated: Mon, Jun 12, 2023 at 2:33 PM

Diamond and Premier Versions Only

Earlier releases have introduced definable pick lists into Order Processing for the Sales/Purchase Order Headers, Sales and Purchases Ledgers and Stock Control. Release 6.8 now extends this facility to the Sales/Purchase Order Details.

The pick lists allow you to review a set of detail records, allowing enquiry options plus updating/editing records as required. Up to nine pick lists can be defined for the details file, each list has its own selection criteria and definition layout which can be configured as needed.

Selecting your pick list menu option will prompt, if configured, for you to confirm or enter any required selection criteria or filters and will then list the applicable detail records for review.

Available actions to perform against the highlighted entry include:

Enquiry – links to the Order Enquiry option for the Sales/Purchase Order that the currently highlighted detail is linked to.
Zoom – links to the Ledger Enquiry option for the Sales/Purchase Order that the current highlighted detail is linked to.
Update – links to the order detail entry screen (full screen input) for the currently highlighted detail record.
Details – likes to the Order Detail entry procedures for the Sales/Purchase Order that the current highlighted detail is linked to.
Edit – allows amendment of pre-set list of data items for the current detail record.
Excel – outputs the current pick list to Excel.
Close – exits from the pick list

Installation

Application User Facilities

To configure the Order Detail Pick Lists you need to update parameters within the Application User Facilities. To set these options select Installation from the main menu followed by Application Manager and then Application User Facilities. Select the required Order Processing application, then Enter/Amend Orders and then select the Definable Order Detail Pick Lists option.

Selecting the Pick List menu option offers a list of up to nine definitions that can be updated / set as required.

Update Which Entry (1-9) – select the entry number of the pick list definition you wish to create / update.

Pick Title – enter title for the Order Detail Pick List. This title is displayed as the form header when using the pick list at run-time.

Specify Default Selection Criteria – set any default criteria to be applied. If not set then criteria can still be entered manually at run-time.

Allow Changes to Selection Criteria – if any default criteria set then this option controls whether the operator can amend the default criteria or not.

Remember Changes to Selection Criteria – if default criteria set and allowing changes to the criteria then this option controls whether any changes to the default criteria are remembered for next use.

Start from Header Slot Number – each Datafile Database has ten slot or control numbers that contain ‘record numbers’ used as starting points for processing within the system. Some of these slots are used for internal processing and others can be maintained within your own ProFiler applications. This option asks if you wish to use one of the slot numbers as the starting point for the records to be updated reviewed.

Items to Display – select up to ten items to be displayed from the order detail file

Sort on Items – select up to four items from the order detail file upon which the pick list is to be sorted. Also set whether these sort items are to be processed in ascending or descending sequence.

Allow View (Enquiry) Action – set whether the Order Enquiry option is to be allowed against the highlighted order detail record.

Allow Zoom Action – set whether the pick list can link to the Sales / Purchase Order Ledger Enquiry for the highlighted order detail record.

Allow Details Action – set whether the pick list can link to the Detail Entry options for the highlighted order detail record.

Allow Excel Action – set whether you allow output of the pick list to an Excel spreadsheet.

Allow Edit Action – set whether you wish to allow edit of nominated items on the order detail record.

Allow Update Action – set whether the pick list can link to the full screen order detail input action for the highlighted order detail record.

Include / Exclude Items – this option allows you to set additional filter options against the Order Details database. 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.

Edit Action Items / Update – select up to sixteen items from the order detail record to be displayed in the edit function and also set whether the operator is allowed to update this item. Care should be taken when selecting the items to update as system validation rules are not applied.

Menu Design

The pick list options need to be added as required to the Order Processing menu(s). To add a new menu option sign-on as the CONFIG user and select Application Menu Design, choose the menu to update (the main Sales Order Processing menu is SP.D03, for Purchase Order Processing PP.D03, or you may wish to add a utility menu such as SPPICK.D03 or PPPICK.D03 if creating a large number of pick lists) and then select to update either the left or right-hand menu. Move down to a blank menu entry and enter the title required then press to enter the menu parameters.