The Progress Codes setup process is used to create, edit and delete progress codes. These codes may be used within the Order Tab to progress the order of individual specification items for the ordered vehicle. All progress records are then subsequently displayed in the Progress Tab.
Tip: To progress an item, single-right-click on an order specification line/row and select Progress from the pop-up sub-menu. The Progress form is now displayed and allows selection of all progress codes contained within this table; dates and user ids may be allocated to the progress codes.
To access progress codes:
From the Master Menu, select the Fleet Kompact option and Company required.
The Kompact Menu is displayed.
Select the Miscellaneous Options option.
The Miscellaneous Options form is displayed.
Select the Progress Codes option.
The Progress codes form is displayed.
The form is split into three areas. These are the Titlebar, the Progress Code Record Table and the column of Command Buttons at the bottom of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
This form displays a record table of all the current progress code records that have been set up. This table is user-defined and may be added to on a regular basis:
Progress Code: The first column in the table displays and allows input of a nine character alphanumeric progress code e.g. ORDERCONF
Progress Description: The second column in the table displays and allows input of a free format thirty character alphanumeric progress description. e.g. Order Confirmation Sent.
Next Progress Code: Enables the user to define a suggested follow-up progress code to the current progress code. This code is automatically displayed as a follow-up action in the Progress form when the original progress code is selected. All follow-up progress codes are then subsequently displayed in the Progress Tab.
The list displays up to a maximum of twenty five progress code records at any one time. To view the remaining progress code records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
To edit the progress code record table a single-right-click of the mouse in either of the two columns displays a small menu box with the following options:
Edit Row: Allows the current record to be edited. Alternatively, single-left-click into the row, enter the appropriate data and use the Tab key to move to the next column.
Insert Row: Inserts a blank row above the selected record so that a new record may be added.
Delete Row: Deletes the selected record.
Copy: Enables the details for one record to be copied to other records to speed data entry.
Filter: Presents a Selection Criteria Box which enables selection of only those records meeting the selection criteria. The following mutually exclusive selection criteria option buttons/fields are available:
Equals: Searches the selected column for a value matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are displayed.
Not equalSearches the selected column for a value matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are not displayed.
Greater than: Searches the selected column for any records with a value higher than that entered in the data entry box at the bottom of the form. Any records greater than the criteria are displayed.
Less than: Searches the selected column for any records with a value lower than that entered in the data entry box at the bottom of the form. Any records less than the criteria are displayed.
Contains: Searches the selected column for any records with a character string containing the character(s) entered in the data entry box at the bottom of the form. Any records meeting the criteria are displayed.
Range: Searches the selected column for any records with a value which is equal to or between the character(s) entered in the two data entry boxes at the bottom of the form. Any records meeting the criteria are displayed.
No filter: No filter is applied to the record search. The Reset command button also activates the "No Filter" option.
COMMAND BUTTONS:
A number of command buttons are available. Some buttons are context sensitive and are greyed-out and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exit: Exits the form and returns to the Miscellaneous Options Menu.
Help: Provides online access to a context sensitive Help form.
Sort: Sorts the records by the chosen keypath. Upon selection, a Keypath List Box is displayed from which the appropriate keypath (if there is more than one) is selected.
Reverse: A checkbox that, when ticked, sorts the records in descending order.
Refresh: Redisplays the records on the form with any new modifications.
Autorefresh: A checkbox that, when ticked, automatically redisplays all records on the form after an amendment.
Start At: Restricts a Sort by allowing entry of a character string from which to start.
Finish At: Restricts a Sort by allowing entry of a character string at which to finish.
Fields: The purpose of this field is to allow the display of a user-defined selection of fields for every record. This is intended to reduce data entry errors.
Ad-hoc: Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form. An enquiry is formulated by completing a simple set of verbs and field names. A saved formulated query can be retrieved for future use.
Column: Displays each field in a record by row, with the field name in the left-hand column and the field data in the right hand column. Within this option, records may be created, amended or deleted.