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User-Defined Reports - Update Excel Spreadsheet from Accumulators

Datafile Software User-Defined Reports - Update Excel Spreadsheet from Accumulators Existing Excel output procedures, both in general applications and within ProFiler itself, create a new spreadsheet each time. This new feature allows the...

Additional Replicate Options (9906)

Datafile Software Additional Replicate Options (9906) This option allows the setting within Profiler screens of additional replicate options to copy back twelve items from the new record to the original record and to record the original &lsquo...

A5 Tradacoms ANA Standard Code List Value Prefixes - EDI Order Processing

Datafile Software A5 Tradacoms ANA Standard Code List Value Prefixes - EDI Order Processing As explained under General Lookup File, most of the standard code list values are prefixed to ensure they have unique values. The following lists...

Tradacoms ORDERS Messages - EDI Order Processing

Datafile Software Tradacoms ORDERS Messages - EDI Order Processing *** ERROR *** Order type nnnnnot a valid Tradacoms order type This indicates that the customer quoted an incorrect order type nnnn. Such an error should never occur, unless new...

EDI Order Processing Interface

Datafile Software EDI Order Processing Interface The following files are used internally by this application: ¨EDI orders file — this file holds the details of all EDI messages that have been deconstructed but that have not yet been...

Forecast Dates - Additional Options

Forecast dates allow you to analyse date’s in different ways. Existing option types allow you to add set number of days to a base date, show the Age in years/months/days, show the week in year of the base date and so on. New options...

Data Interchange Omit First Row from Import

CSV files will sometimes contain column headings on the first row. This new feature allows for the first row to be ignored from the import. Omit First Line from Input – set to omit the first row of the CSV from import into the DFD...

Constraints and Exceptions - EDI Order Processing

Datafile Software Constraints and Exceptions - EDI Order Processing The following points should be noted concerning deconstruction of Tradacoms messages. If these limit your use of the system, then we may be able to extend the application to...

Launch Web Browser from User-Defined Report

Datafile Software Launch Web Browser from User-Defined Report Many websites allow you to input key data and then display the webpage with extra detail – for example Google Maps allows you to pass post codes to create routes, the BBC website...

Selection Criteria Range ‘Value` Input

Datafile 2015 onwards only When entering selection criteria the Range type prompts for a ‘from/to’ value but allowed a maximum input of ten characters in each input this has now been increased to sixteen characters. ...

Create New Database

Datafile Software Create New Database Use this option to create a new database to your own design. It is worth spending a little time thinking about the information that you wish to store, and the form in which you want to enter and retrieve...

User-Defined Reports - *RECCOUNT Test Condition on $Record Control Block

Datafile Software User-Defined Reports - *RECCOUNT Test Condition on $Record Control Block One of the report types available on the ‘Databases on Desktop’ tools is a Top-10 report allowing you to list the Top 10 (or 50 / 100 etc.)...

Recall Standard Text Entries

Datafile Software Recall Standard Text Entries Recall Standard Text allows you to assign a word or phrase to a specific key combination (such as + ) that when pressed is automatically updated into the current data item. This...

Link to Company Constants Extra Payroll Data Items

If your ProFiler application is linked to an application company and uses a constant file then profiles are available to pick up selected details from application company files. Details include the Company Name and Address, Tax Rates, Sales...

Index, Pick Items and File Linking

Datafile Software Index, Pick Items and File Linking The first file displayed is the main file for the application. In the example being used, this is the ACCOUNTS file. Format If you have defined a prime index for the file then you may...

Tradacoms ORDER Messages - EDI Order Processing

Datafile Software Tradacoms ORDER Messages - EDI Order Processing Tradacoms order messages are constructed from four message types: ¨ORDHDR – One per EDI file, giving details about the sender, the recipient, date of transmission, type of...

Print Database Definition

Datafile Software Print Database Definition This option documents your database structures for your files.First choose the database whose structure you wish to print. You then specify the printer required to print the report. The printout gives...

Alternate F8-Zoom Link Item

Datafile Software Alternate F8-Zoom Link Item When using a ProFiler screen against one of the main application databases you can define that the application is linked to a company and a set application, the system then uses the record number of...

L7 - User Defined Reports

Datafile Software L7 – User Defined Reports User defined reports are one of the most powerful and flexible types of report with a large number of parameters and permutations available. Essentially the definition consists of building blocks...

Systems Constants File - EDI Order Processing

Datafile Software Systems Constants File - EDI Order Processing This single-record file holds various constant or intermediate information needed by various processes during the EDI order processing interface. Item Name Type Size Description 1...

EDI Messages and Files

Datafile Software EDI Messages and Files Returning to the postal analogy, the EDI computer file is the envelope. The very first piece of information in the file describes to whom the envelope is addressed, and also from whom it comes. The...

Screen Design - Allow 20 Lines per Screen Layout

Datafile Software Screen Design - Allow 20 Lines per Screen Layout Release 6.0 extended the number of lines allowed within a standard application screen from 16 to 20 lines but this was not extended to ProFiler application screen.Release 6.4 now...

Disk File Suffix Codes

Datafile Software Disk File Suffix Codes When creating ProFiler menu options the ‘Parameter 2’ input often asks for a filename for the definition file to be created. Filenames are created in the 8.3 format and ‘Parameter 2...

D - Data Interchange

Datafile Software D – Data Interchange This option allows you to exchange data between Datafile Software databases and other applications using one of two methods – the DIF or ASCII text file formats. DIF – stands for Data Interchange...

Create a New Database from Existing

Datafile Software Create a New Database from Existing This facility allows you to create a new database identical or similar to an existing database. It is often quicker to create a new database using an existing one as a model. This saves you...

Links to Application Company / Ledger Enquiry Extra Applications

Datafile Software Links to Application Company / Ledger Enquiry Extra Applications Within the ProFiler application design the facility exists to reference a ProFiler database as an application database. This allows, amongst other things, the...

Change a Menu Layout

Datafile Software Change a Menu Layout This is the primary option of the options definition, it’s were you configure all the individual options that the operator will see and use when running the application. It allows you to amend...

Link to Company / Constant File

Datafile Software Link to Company / Constant File Link to Application Company This facility allows you to link your profiler application directly to your existing Datafile accounting application. It can be usedful for two purposes. Firstly...

EDI Message Log File

Datafile Software EDI Message Log File Item Name Type Size Description 1 SNRF X 14 Sender’s or your transmission reference. 2 ACCOUNT X 10 Your account code for the sender or recipient of this message. 3 I/O X 1 "I” for message...

Extend Number of Menu Entries

Datafile Software Extend Number of Menu Entries This option defines the number of menu’s available within the application and must be used when you first create an application since no menus are available on first creation.If you are...

Automatic (Q) Menu - Default to Email

Datafile Software Automatic (Q) Menu - Default to Email When a ProFiler Automatic (Q) menu option is selected then each option on that menu is processed in turn and at the start of the menu process the system will prompt for the printer to use...

Extra 10 Lookup Options (9904)

Datafile Software Extra 10 Lookup Options (9904) This feature allows you to define up to ten separate lookup items (each to their own database) and each lookup has ten copy items. Within the screen design select ‘Parameters’ and...

Application Files - EDI Order Processing

Datafile Software Application Files - EDI Order Processing The Datafile files used by this application are: ¨EDI message file – This is a holding file for the information extracted from the order EDI messages. Data for the order processing...

EDI Message Header File

Datafile Software EDI Message Header File Item Name Type Size Description 1 EDI-REF X 6 Unique system-generated EDI message reference number. 2 1ST-ODET Y 6 First order detail record in EDI orders file. 3 LAST-ODET Y 6 Last order detail...

Basic EDI Process

Datafile Software Basic EDI Process The essential steps in the EDI process are for the originating company to pack the information into an EDI message; for the message to be communicated and received by the target company; and for the target...

Select Current Application

Datafile Software Select Current Application Before you can proceed with any definition actions you must first select the application you are working on (if you have just created the application then it is automatically selected for you). You...

General Lookup File - EDI Order Processing

Datafile Software General Lookup File - EDI Order Processing This file holds all the lookup information needed by the EDI order processing interface application.It holds specifically: ¨EAN location codes, representing the customer ordering and...

Screen Actions - Additional F4-Select Options

Datafile Software Screen Actions - Additional F4-Select Options Earlier releases introduced the facility to sort by default the records displayed from an search based on one of the columns displayed, whilst this release adds the...

Restructure a Database

Datafile Software Restructure a Database This lets you either amend the database name / formulae or to restructure an existing data base and then automatically copies the data across into the new database structure, optionally leaving a copy of...

User-Defined Report - Multiple Email Output

Datafile Software User-Defined Report - Multiple Email Output User-Defined Reports allow the option to create the report as a PDF and send as an email.The output process only allowed for the creation of one email from any one report using the...

Copy Items Back to Lookup File (9902)

Datafile Software Copy Items Back to Lookup File (9902) This special action allows the setting within Profiler screens of up to sixteen copy items from the main file back to the lookup file, each with their own definition of a lookup database,...

Configuration - User Defined Report Set-up

Datafile Software Configuration - User Defined Report Set-up If a UDR is to update a ledger it must be configured in a particular way. The document needs to be defined so that the ‘Invoice’ template falls within a $SUBHEADER and ...

A1 Background Note on EDI

Datafile Software A1 Background Note on EDI "Once upon a time I observed that the major problem in electronic communications began with the second computer in the world. It incorporated all the good ideas of the first, and also some valuable...

L - Listings

Datafile Software L – Listings This option allows several different routines to report on the ProFiler application databases. For parameter 1 you select the (primary) database to be processed, parameter 2 is the definition filename for the...

Copy Items from Lookup Databases (9901)

Datafile Software Copy Items from Lookup Databases (9901) This feature provides an additional 48 copy items from a lookup database within ProFiler screens. Within the screen design press , select ‘Parameters’ and then...

System Maintenance - EDI Order Processing

Datafile Software System Maintenance - EDI Order Processing A number of options are offered here: ¨Global trading partner table update. This process runs through your sales ledger accounts file looking for those that contain an EAN or other...

User-Defined Reports - Print Images

Datafile Software User-Defined Reports - Print Images This new feature allows for the inclusion of images within a user-defined report layout. When a text data item is added to a user-defined report layout a series of additional prompts...

Create List of Application Files

Datafile Software Create List of Application Files This option creates a text file of all the files – databases and parameter files – used within the ProFiler application. This can be used for the creation of backups for applications....

Screen Options - Increment Code within ‘Location`

Datafile Software Screen Options - Increment Code within ‘Location’ A common use for a ProFiler application can be to develop additional features for stock control including replacing the standard stock maintenance screens with a...

User and Installer Help Memos

Datafile Software User and Installer Help Memos ProFiler procedures can become quite complicated as requirements increase meaning the operator has to remember a complex set of procedures when running an option and the designer has to remember...

Configuration - Defining the Ledger Link

Datafile Software Configuration - Defining the Ledger Link Select ‘General Parameters’ and at the bottom of this screen are options to reference up to five custom/profiler plus points. Enter the reference ‘9903’ against...

Benefits of EDI

Datafile Software Benefits of EDI The primary benefits of EDI lie in automating the transfer of order information between customer and supplier. Transferred order details must be accurate, because no one has intervened, so no one has had the...

Disk Utilities

Datafile Software Disk Utilities The facilities available from this option allow you to copy, delete or validate various types of parameter files and definitions. For instance, if you are designing an additional screen that is similar to an...

Multiple File Sets

Datafile Software Multiple File Sets This option is of particular use if basing the application around Payroll or the Cash Flow Forecast databases. Taking Payroll as the example, each period end the system copies the databases used and...

Print Menu Structure

Datafile Software Print Menu Structure This option allows you to print details of a particular menu or all menus. If you want to print details for a specific menu highlight the menu required using the mouse or the arrow keys and then click...

Global Updates - Update Numeric Values to Y-Type Items

Datafile Software Global Updates - Update Numeric Values to Y-Type Items Y-type data items are treated as text items purely containing numeric values and, as such, you were not allowed to update these items via the Global Updates to a Database...

Set Application Password, Clear Application Password

Datafile Software Set Application Password, Clear Application Password These two options work in conjunction with each other to set a password on the ‘design’ side of the ProFiler application preventing other operators from making...

Copy & Move Menu Options

Datafile Software Copy & Move Menu Options As an application develops over time it may become desirable to move options from one menu to another within the application – perhaps because a new requirement is created which needs to be given...

Special Custom Features

Datafile Software Special Custom Features However flexible ProFiler is there are inevitably some applications which require special facilities. Recognising this, a linking point has been provided here to enable you to have customised programming...

Update Ledger from UDR (9903)

Datafile Software Update Ledger from UDR (9903) This action allows for the generation of transactions, both sales and purchase, to the appropriate ledger from a user-defined report. It also allows the saving of documents to the ledger document...

Copy/Move Menu Options

Datafile Software Copy/Move Menu Options As an application develops overtime it may become desirable to move options from one menu to another within the application – perhaps because a new requirement is created which needs to be given...

Maintain Table Entries

Datafile Software Maintain Table Entries Use this option to create or amend the table entries reserved in a database. As usual you are asked to specify the database pathname, and may use the key to help you choose.Once selected...

User-Defined Reports - Multiple File Output

Datafile Software User-Defined Reports - Multiple File Output User-Defined Reports allow the option to create a text file as the output rather than outputting a report to a printer. This facility is usually used to create a CSV file to interface...

Delete a Menu

Datafile Software Delete a Menu This option prompts you to remove a menu from the list of menus. Note that any parameter files off the menu remain in existence, although they cannot be accessed (unless from another menu). Click the menu you wish...

Screen Actions - Master/Detail Revision Counter

Datafile Software Solutions Screen Actions - Master/Detail Revision Counter This facility allows for the maintenance of a ‘Revision No’ on the master record within a ProFiler application. This ‘Revision No’ is an...

G6 Tidy Index Overflow Area

Datafile Software G6 – Tidy Index Overflow Area As you add details to a database with prime or secondary indexes then, if the database is in use by more than one operator, the system cannot tidy the index automatically.Usually the index...

User-Defined Reports - Default Printer Settings

Datafile Software User-Defined Reports - Default Printer Settings Release 6.4 extends the default printer options available for a user-defined report allowing options to default printer to PDF or email as well as a specific printer or disk...

ProFiler Options Definition

Datafile Software ProFiler Options Definition This menu allows you to define the options within the ProFiler application – the screens, reports, etc. The first time you use this part of the definition after creating an application you will...

Location of Files / Expand Settings

Datafile Software Location of Files / Expand Settings This option allows you to reference the database files that are to be used within the ProFiler application. You may use up to eight files in each application, the possible file types are:...

S Screen Actions

Datafile Software S – Screen Actions This option allows you to design screens for adding, updating, deleting and viewing records.Parameter 1 prompts for the data file number (1 to 8) the screen is to be based upon. Parameter 2 asks for the...

ProFiler Applications List / Create New

Datafile Software ProFiler Applications List / Create New This option allows you to create a new application or add an application supplied by your reseller or Datafile Software to the list of applications. Note Older menu structures...

User Defined Reports - Email Links

Datafile Software User Defined Reports – Email Links This new feature adds the document-style Email parameters to a user-defined report. Within the report design the Format pull-down allows access to the Email parameters. Note The Email...

L5 - Summary Totals (Single Page Report)

Datafile Software L5 – Summary Totals (Single Page Report) A totals report will produce a single page report consisting of free format text and totals accumulated from a single database. This type of report is very useful for making top level...

G8 - Organise Pointers

Datafile Software G8 – Organise Pointers This is similar to option type O-Organise Pointers but may be personalised a lot more and is capable of re-organising pointers on files other than the main master file in your current ProFiler...

Log ProFiler Actions

Datafile Software Log ProFiler Actions Over time your ProFiler applications are likely to build up and some options will fall out of use. When tidying your applications it can be useful to see which options have been used. If you create a file...

Database Utilities

Datafile Software Database Utilities The Database Utilities menu provides options to create and restructure application databases, to set and maintain table and constant values, to print the database definition, perform various special...

Data File Profiles / File Links

Datafile Software Data File Profiles / File Links The screen shows the databases used within the application. For each database file in your application you can specify the prime index format, the items which are to be shown when using the <...

Extract Between Databases

Datafile Software Extract Between Databases This facility lets you copy records from one database to another — either all the records in the database or just selected records. The records may be copied in their entirety or just certain...

Screen Actions - Prevent Abandon on Update Record

When updating records within screens you have the option to abandon changes when editing, this will revert the data to before the edit. Occasionally, you may prefer to prevent users abandoning changes and this new option allows this. ...

Maintain Constants

Datafile Software Maintain Constants Every database has a table of 100 constant values that you may use within the database structure (see also Configuration Guide appendix D DataFiler Data Item Types). The purpose of the Constants Maintenance...

Revalidate Incoming Orders (incl prior) - EDI Order Processing

Datafile Software Revalidate Incoming Orders (incl prior) - EDI Order Processing This revalidates all orders in the EDI message file, whether marked for manual or automatic transfer.It does not process orders already passed to Datafile. It does...

Pre-Define Forms

Datafile Software Pre-Define Forms The forms feature is similar to that used in Sales and Purchase Order processing in that it is used to update details from a pre-defined template. Unlike the order processing variant however, it only updates...

Perform Direct a Database Function

Datafile Software Perform Direct a Database Function This option allows access to selected database functions without having to set them up as menu options within the ProFiler application. This allows for routines required on a one-off basis. On...

Create D03 Menu for this Application

Datafile Software Create D03 Menu for this Application The ProFiler application can be accessed by creating a menu option, through the CONFIG sign-on, calling the application itself and you then navigate the ProFiler menu. It can be desirable...

User-Defined Report - Update Report Date to Constants

Datafile Software Solutions User-Defined Report - Update Report Date to Constants User-Defined reports can be configured to use test conditions on $RECORD control blocks against items on the constant database and these items can be based on a...

Profiler Option Types

Datafile Software Profiler Option Types Earlier in this manual we covered how to add an option to the menu, and what the options available included. Here we discuss the parameters available for each option type.

A3 Datafile Application Extra Data Items - EDI Order Processing

Datafile Software A3 Datafile Application Extra Data Items - EDI Order Processing The following sections describe the extra items needed within Datafile Software application databases. Assumptions are made about the existence of certain...

A2 Error Messages - EDI Order Processing

Datafile Software A2 Error Messages - EDI Order Processing As part of the EDI message deconstruction process, a validation exercise is carried out on the data entered into the receiving database file. The following describes the messages you...

Stock/Product File Extra Items - EDI Order Processing

Datafile Software Stock/Product File Extra Items - EDI Order Processing It is assumed that items 1 and 2 in the stock/product file hold your internal stock code and product description. If your stock codes are prefixed with a location code, then...

Font Setting Options in User-Defined Reports

Datafile Software Font Setting Options in User-Defined Reports This feature allows for the application of fonts to text and data items within the control blocks.Unlike the Document Design or Label prints application of fonts is not on an...

Application Menu Structure - EDI Order Processing

Datafile Software Application Menu Structure - EDI Order Processing The application menu has seven options: Process Recieved Messages Pass Orders to Datafile Software Revalidate Incoming Orders (incl prior) Reprint Pending Orders ...

F - Forms Maintenance

Datafile Software F – Forms Maintenance This option gives the operator of the application at run-time the ability to maintain the quick forms. When the option type is ‘F’ the parameter-1 input allows you to enter the three...

General Details

Datafile Software General Details This option allows you to specify some of the general parameters for the application, such as the date format, passwords, and authority levels. Date format The three alternative date formats are shown...

Operational Overview - EDI Order Processing

Datafile Software Operational Overview - EDI Order Processing The Datafile Tradacoms orders application processes EDI files received. The processes involved in receiving these files are outside the scope of the application itself, but that...

Q - Batch Run of a Menu

Datafile Software Q – Batch Run of a Menu This option works like option M (menu) except that the menu to which it chains is processed automatically in the order the options were entered. For Parameter 1 you specify the menu to be processed...

Pass Orders to Datafile Software - EDI Order Processing

Datafile Software Pass Orders to Datafile Software - EDI Order Processing Your Datafile Software reseller will supply and configure this option for you. It may involve additional validation or other procedures if your order processing system...

User-Defined Reports - Omit Leading / Trailing Spaces

Datafile Software Solutions User-Defined Reports - Omit Leading / Trailing Spaces Numeric Print Items When printing a number item on a user-defined report configured for font printing then the system includes spaces for significant values where...

Reports on EDI Orders - EDI Order Processing

Datafile Software Reports on EDI Orders - EDI Order Processing At present there are three reports: ¨Summary of EDI orders in process. This lists the EDI messages in the EDI message file that have not yet been passed to Datafile. ¨Message log...

Sales Ledger Extra Items - EDI Order Processing

Datafile Software Sales Ledger Extra Items - EDI Order Processing It is assumed that items 1 and 2 in the sales ledger accounts file hold your internal account code and account name. It is also assumed that delivery addresses are held in the...

ProFiler Plus

Datafile Software ProFiler Plus Profiler Plus is an application accessory that provides additional features to Profiler reports and screens, primarily providing additional database lookup options, it also provides utilities for linking reports...

Configuration Options

Datafile Software Configuration Options The Configuration Options menu allows you to set ‘Recall Standard Text’ entries for the application, to set the parameter file suffixes and to set/clear an application password.

G - Global Update

Datafile Software G – Global Update This option allows several routines to process, tidy and update several records within a database at once. For parameter 1 you select the (primary) database to be processed, parameter 2 is the definition...

Generate Stock Transactions (9909)

Datafile Software Generate Stock Transactions (9909) This feature allows the update of stock values and the generation of transactions from Profiler screens. This could be used, for example, in a Sales Order Processing front-end allowing the...

Process Received Messages - EDI Order Processing

Datafile Software Process Received Messages - EDI Order Processing This is an automatic 12-step process that deconstructs messages received and creates records in the EDI message file. It creates the three reports described above, which should...

Screen Actions - Allow Details Option when Updating Master Screen

When a Profiler application is configured with a master/detail database when adding a record to a master database the system can automatically take you to the detail entry screen on save of the master record. When updating, or viewing, the master...

Application Profiles

Datafile Software Application Profiles Selecting the menu option ‘Application Profiles’ provides a subset of options.

Chained ProFiler UDR Reports (9905)

Datafile Software Chained ProFiler UDR Reports (9905) This feature allows the linking of two separate UDR reports so that they run one-after-another automatically and pass input selection criteria from the first report to the second (where it...

Update System Wide References

Datafile Software Update System Wide References Unlike other options discussed in this menu this option is not restricted to a specific ProFiler application but instead is system wide (although optionally restricted by company).It allows the use...

Exception Procedures - EDI Order Processing

Datafile Software Exception Procedures - EDI Order Processing There are two main procedures here: ¨Mark EDI orders for manual processing. This allows you to mark an EDI order for manual processing – meaning that it will not be passed...

L6 - Analysis, Totals Only Report

Datafile Software L6 – Analysis, Totals Only Report This type of report is a cross between the summary totals report and the standard report listing allowing totals per analysis type and a percentage share also. Screen 1 – General...

Create Application Data Files

Datafile Software Create Application Data Files Where your ProFiler application contains base files and live files then the ProFiler design uses the base file structures when defining the options. If you have specific live file pathnames (no...

G7 Rebuild Indexes

Datafile Software G7 – Rebuild Indexes Similar to above except this option rebuilds the full index rather than just tidying the overflow area.This option is identical to the R-Rebuild option except that it can be processed automatically within...

ProFiler Definition

Datafile Software ProFiler Definition This chapter describes how to use the definition program to set up and define your applications.ProFiler has a large number of user-definable options, and you may find that you have to experiment for a...

Reprint Pending Orders - EDI Order Processing

Datafile Software Reprint Pending Orders - EDI Order Processing This allows you to reprint a copy of any order in the EDI message file, other than those already passed to Datafile. You can enter a selective range of orders.

User-Defined Reports - Report Last X Records

Datafile Software User-Defined Reports - Report Last X Records The amount of data held within the databases increases over time particularly on files such as your sales transaction or sales order files. As file sizes increase reports can take...

Configuration - Application Settings

Datafile Software Configuration - Application Settings Location of Files – within the location of files both the Sales (Purchase) Account and Transaction files must be referenced. Application Profile / Link To Company – within the link to...

User-Defined Reports - Output to CSV

Datafile Software User-Defined Reports – Output to CSV A common use for User-Defined Reports (UDR) is to create a formatted CSV file to output records from a database (say a BACS payment list from the purchase transaction file). When creating...

L2 - Standard Report Listing

Datafile Software L2 – Standard Report Listing The standard report definition is completed over several screens of parameters. Screen 1 – General Report Settings Report Heading Title Type in the heading for the printed report (it...

W - W.P. Facility

Datafile Software W – W.P. Facility This option allows you to design a page layout to include details from database records. This is typically used for printing letters etc.A complete page is printed for each database record processed. With...

User-Defined Reports – Output as XML

User-Defined Reports – Output as XML One of the many uses for a User-Defined report is to create an output text file, usually CSV, in a formatted output for processing in other systems. For example, users can use this facility to...

Report ‘List Records` Options

Datafile Software Report ‘List Records’ Options ProFiler User Defined Report and Standard Report Listings allow a ‘List’ action that enables the operator to enter up to 100 records to be reported. This option has now been...

L1 – Label Printing

Datafile Software L1 – Label Printing On selection of the label printing option you are first asked to set the page set-up for the label. Converting a Label Prior to Release 5.7 labels were designed in a different manner. Whenever you open...

User Defined Reports – Rotate Print Items

Datafile Software User Defined Reports – Rotate Print Items This new feature allows for print items on a (new-style) User-Defined Report to be rotated for printing. Installation This option is only applicable for new-style User-Defined...

User-Defined Reports – Test Conditions on $SUBHEADER

Datafile Software User-Defined Reports – Test Conditions on $SUBHEADER The $SUBHEADER control block within a user-defined report is typically used for title information relating to the next set of records reported. For example, if reporting...

User Defined Report – Output to Excel

Datafile Software User Defined Report – Output to Excel Last year we added options to the standard listings, in ProFiler as well as the applications, to output a report to Microsoft Excel. This option has now been added to a ProFiler User...

Profiler - Application Landing Pages

Datafile 2018 and above This new feature extends the option for Landing Pages to ProFiler applications. You have all the options as per the standard applications – record filters and conditional highlights, definable quick action...

L4 – Statement Printouts (Page per Master Record)

Datafile Software L4 – Statement Printouts (Page per Master Record) As the name suggests, a statement print is similar to that of a statement within the sales ledger; each page contains a header, detail records, and footer. The header contains...

Report with Output Database Updating – Wait Record Locking for Update Database

Datafile Software Report with Output Database Updating – Wait Record Locking for Update Database The option ‘Report with Output Database Updating’, more commonly referred to as the ‘Sort & Slot Report’ exclusively...

G2 – Extract Records between Database Files

Datafile Software G2 – Extract Records between Database Files The second global update definition allows you to extract (selected items from) records in one database and append them to another database. Extract Data into which...

User-Defined Reports – Output to File / Increased Pathname Size

Datafile Software User-Defined Reports – Output to File / Increased Pathname Size User-Defined Reports can be configured to create an output file rather than a printed report.These files are often used as the source for BACS payment entries...

Application Files – User-Id Filenames

A feature of ProFiler allows for a ‘constant’ database. The constant database contains one record that can hold data such as the system date, period number, user-id and other company details. These details can then be used as ...

K – Krunch (Recover File Space)

Datafile Software K – Krunch (Recover File Space) Over a period of time records are added to and deleted from the database and although there are unused spaces in the file where records have been deleted, there may not be spaces at the end of...

P – Program

Datafile Software P – Program The P-Program option, only available for Premier systems, allows the call of a standard routine within the standard application programs. Note, though that this procedure would exit the ProFiler application...

G3 – Blank Out All or Selective Records

Datafile Software G3 – Blank Out All or Selective Records This option is similar to the option type ‘B-Blank Out All Records’. Where this option is superior is that you can pre-set selection criteria for the update, enter text for...

M – Menu

Datafile Software M – Menu This option allows you to call one ProFiler menu from another. You can define up to 99 menus’ per application but only the first menu, the MASTER menu, is called automatically, each of the other menu’s...

G9 – Sort A Database

Datafile Software G9 – Sort A Database This option allows you to sort the records within a database into a pre-defined order. You wouldn’t use this option against an application database such as the sales transaction file, or indeed any...

L3 – Report Listing with Output Database Updating

Datafile Software L3 – Report Listing with Output Database Updating This report, also commonly known as the ‘Sort & Slot’ report, is in some ways a combination of the standard report listing previously discussed and the global...

G5 – Full Database Audit

Datafile Software G5 – Full Database Audit This option is identical to the A-Audit a Database option except that it can be processed automatically within a profiler Q-menu.

User Defined Report – Omit Print of Item

Datafile Software User Defined Report – Omit Print of Item This new feature allows you to omit the print of an item on a user-defined report. This is useful when you are saving or clearing values in the accumulator files. When set a data item...

G1 – Global Update to a Database

Datafile Software G1 – Global Update to a Database The global update process allows you to process and update all records in the database, subject to selection criteria and test conditions, in one process. Over 160 entries you nominate the...

X – Custom Point (if applicable)

Datafile Software X – Custom Point (if applicable) This enable the user to specify where the ProFiler application is to link with a custom programmed routine. Further instructions would be supplied with the documentation for your custom...

B – Blank out a Database

Datafile Software B – Blank out a Database This option removes all records from a database. You may wish to do this to clear a work file after the details have been processed / reported and are no longer required. After creating the call for...

U – Update a Database on Screen

Datafile Software U – Update a Database on Screen This option allows update of all the data items within a database (similar to the DataFiler options to Update Database Records) on a screen. Each screen lists 16 items from the database and...

C – Constants Update

Datafile Software C – Constants Update A database has the option for up to 100 constant values – these are values used in calculated fields to affect value and date fields. For example, if you have selling prices at (say) 15% greater than...

G4 – Krunch File, Compacting All Records

Datafile Software G4 – Krunch File, Compacting All Records Similar to the option type K-Krunch this option compacts the file moving all the spare records within the database that have been created over time (through deletion) to the end of the...

I – Index Tidy

Datafile Software I – Index Tidy When using databases the system keeps a note of the location of each record in the file by the prime and secondary indices. When adding records to a file the system keeps a note of the indices of the new...

R – Rebuild Indexes

Datafile Software R – Rebuild Indexes This option is similar to an audit, but the system only checks active records in the file (as far as the last record so far used). Thus if you have used 519 records in a file defined for 20,000 records the...

T – Table Updating

Datafile Software T – Table Updating This option gives the operator the ability, at run-time within the application, to amend the table values for a given database (i.e. updating the analysis code descriptions used). As usual you specify the...

E – EDI Definitions

Datafile Software E – EDI Definitions Whilst defined using the ProFiler program, in a similar manner to a User-Defined Report, the EDI routines are a separate application and outside the scope of this manual.

O – Organise Pointers

Datafile Software O – Organise Pointers This operation is similar to an audit, except that instead of checking a single file in isolation the re-organise pointers option checks the relationship between the main and one of the detail files in...

Z – System Status

Datafile Software Z – System Status This option allows the user to see a list of all the database files used in the application showing the number of records reserved and the highest record in use for each file.Parameter 1 here would ask...

Y – Change Application

Datafile Software Y – Change Application This option allows a menu action in the ProFiler application to swap to another application.Parameter 1 asks for the three-character application id to be swapped to. Note that exit from this application...

A – Audit a Database

Datafile Software A – Audit a Database The location in the file of each record is held by the record number, the prime index and up to two secondary indexes. This option re-writes these indexes and is required for use after running...

User Defined Reports - Set ‘From` Address on Email Reports

When sending emails from Microsoft Outlook the option is available to choose the ‘From’ account – typically this is your own account, but you may have general group email accounts that you wish to use instead. When sending emails from...

Select Application Company

ProFiler allows you to configure a menu of actions to be processed automatically one after another, sometimes referred to as a Q-menu. This Q-menu can be used to not only call ProFiler actions such as reports and global updates but standard...

Auto Create Live Files from Base Files

Profiler applications allow for the use of company and user wildcards within the application live file pathname. Here the main application files use ??? in the live file pathname for the databases allowing the application to be in use for...

User-ID Wildcards in Data Interchange Imports

When transferring data between systems and applications you can use CSV files. As part of the import definition, the system allows for the use of wildcards within the CSV filename. This new option allows you to use the current user-id as a wildcard...

Screen Actions – Links Tab

Within the main applications then when (say) updating a sales account the ribbon defaults to the ‘Links’ tab and offers actions to link to the Ledger Enquiry and offers shortcut enquiry options based on the transaction ‘drill-down...

Screen Design – Allow Increased Screen Sizes

Over the last few Datafile Gold Maintenance updates the standard application maintenance and enquiry screens have been updated to allow bigger screen designs than the 80x20 limits.This has now been made available within Profiler. When designing a...

Global Updates - Replace / Insert Text in Data Item

As part of the special Database Actions that can be used within the Profiler Installerare options that can be used to replace text or to insert text in any text data item. These can be used, for example, to insert a location code on a stock code...

User-Defined Reports - File Output Options

One of the uses for User-Defined Reports (UDRs) in addition to creating reports is to create file outputs for updates to another system typically in CSV or delimited formats. When outputting to a file it is typical to suppress trailing or leading...

Automatic (Q) Menu Actions - Program Calls

As part of an automatic menu, you may often include calls to specific application program routines. For example, if you have a Q menu to process Web Orders you may include a call to SOP Batch Update to create the sales orders or to an Acknowledgement...

Automatic (Q) Menus - Lock/Unlock Actions

When processing actions within a Q-Automatic menu the system will place file or record locks as required by the actions within the Q-menu.Existing options on the start of the Q-menu allow you to place exclusive file locks but you couldn’t apply...

User Defined Reports - Default Print to Excel

User-Defined Reports will often be configured for output to Excel but the default printing options only allowed you to print to a nominated printer, disk spooler, pdf or email. The report parameters will now allow setting of the default printer to...

Screen Actions - Data Item Quantity Validation

When adding/updating records within a profiler screen if the data item is a numeric item type (K/L/M) then options exist to validate that the entered value is less than or greater than a set value. This new feature allows you to validate that the ...