The Residual Value Source set-up form is accessed via Miscellaneous Options / Residual Values Management / Residual Value Data Sources and is used to create, edit and delete data source types.
The form is split into three areas. These are the Titlebar, the RV Data Source Dialogue Box and the column of Command Buttons down the right-hand side of the form.
In addition to displaying the form name the Title Bar provides a number of useful buttons.
To create a new data source type select the Create Command Button.
To view or amend an existing data source type use the following procedure:
The cursor is located in the RV Source Code field prompting selection of a data source code/description for the purposes of editing an existing data source type. A single-left-click of the ellipsis (...) box to the right of this field will display a RV Data Source List Box from which the appropriate data source type is selected. This code has a matching data source description. A double-left-click selects and confirms the required data source type (alternatively, single-left-click and select the OK command button).
The Main Details Tab displays a number of details relating to the selected RV Data Source Type, which are as follows:
- Data Source Description
Displays a free-format textual description for the selected RV Data Source Type e.g. David Henley Systems.
- Tab (Short) Description
Displays a short free-format textual description for the selected RV Data Source Type e.g.DHS.
- Sequence
Denotes the order in which the RV Data Sources are displayed in look-up, list boxes, etc e.g. 1.
- Data Type
The data type denotes whether the data source is for "Future" or "Present" residual values. This field may therefore contain the following values:
- F Future
- P Present
- Import File Path
Displays the directory pathname where the data source file resides for import.
The ellipsis box directly to the right of this field allows a search of the server directory structure for the purposes of locating the appropriate directory.
- Import File Name
Displays the file name of the RV data source file e.g. QMV64RES.001
The FTP Site Tab displays a number of details relating to remote file transfer for the selected RV Data Source Type which are as follows:
- FTP Site Address
The IP (Internet Protocol) address of the remote server from which the file is to be downloaded.
- FTP Login
The user login required for the remote server from which the file is to be downloaded.
- FTP Password
The corresponding login password required for the remote server from which the file is to be downloaded.
- FTP Directory
The directory pathname on which the data source file resides on the remote server.
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:
Exits the RV Data Source form and returns to the Residual Value Options menu.
Provides online access to a context sensitive Help form.
Enables the creation of an additional RV Data Source Type. Mutually exclusive option buttons allow this to be done in one of the two following ways:
- Blank
Used if a new RV Data Source Type is to be set-up without utilising existing criteria.
- Copy
Copies the values within an existing "nearest match" RV Data Source Type so that only required values need be edited.
Provides the facility for editing the set-up options of the current RV Data Source Type record. No edits can be made to a record until the Amend button has been selected.
Deletes the currently selected RV Data Source Type.
On first accessing the RV Data Source form this command button is greyed-out. Following selection of the Amend button the Confirm option then becomes available to enable any edits to be confirmed.
On first accessing the RV Data Source form this command button is greyed-out. Following selection of the Amend button the Cancel option then becomes available to enable any edits to be cancelled.
This is not a command button. This box is a way of displaying messages with regard to the status of the current record e.g. "Record Secured OK"
Selection of this button displays a further form that provides an Ad-hoc Report Generator for the creation of quick query reports to form..
Selection of this button displays a further form that provides an itemised display of all the selection criteria for the current RV Data Source Type.