The Engineers Cross Reference set-up form is accessed via Vehicle Administration / Miscellaneous Options / Engineers/MK Cross Reference and is used to create, edit and delete engineer cross reference tables with the CRM module. Within this table engineers are linked to repairer records within the CRM module. The repairer labour rate, storage days, etc are also defined within this table.
The form is split into three areas. These are the Titlebar, the Engineer Cross Reference 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 engineer records that have been cross-reference against repairer company records within the CRM module. This table is user-defined and may be added to on a regular basis:
The first column in the table displays and allows input of a three character alphanumeric repairer area code e.g. EDI
The unique MK/CRM magic number associated with the repairer record.
The unique engineer magic number generated in the Engineer menu option when the engineer record is created.
The repairer company name attached to the MK Company Magic field.
The labour rate charged by the cross-referenced repairer.
The number of days the repairer will hold the damaged vehicle without charge.
The monetary value (as opposed to percentage) discount for this repairer.
The list displays up to a maximum of twenty five engineer cross reference records at any one time. To view the remaining area code records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
To edit the engineer code record table (in Grid mode) 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 engineer values 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 engineer code /description may be added.
- Delete Row
Deletes the selected engineer code record.
- Copy
Enables the engineer code description 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 Description column for a description matching that entered in the data entry box at the bottom of the form. Any records equaling the criteria are displayed.
- Not Equal
Searches the Description column for a description 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 Description column for any records with a text character string which is alphabetically higher than the character(s) entered in the data entry box at the bottom of the form. Any records greater than the criteria are displayed.
- Less Than
Searches the Description column for any records with a text character string which is alphabetically lower than the character(s) entered in the data entry box at the bottom of the form. Any records less than the criteria are displayed.
- Contains
Searches the Description column for any records with a text 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 Description column for any records with a text character string which is alphabetically equal to or between the character(s) entered in the two data entry box 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.
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 Engineer Cross Reference form and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help form.
Displays the records in grid mode so that a list of records may be viewed at once rather than individually.
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.
A checkbox that, when ticked, sorts the records in descending order.
Restricts a Sort by allowing entry of a text string from which to start.
Restricts a Sort by allowing entry of a text string at which to finish.
Enables the creation of an additional Engineer Cross Reference record.
Deletes the currently selected Engineer Cross Reference record.
On first accessing the Engineer Cross Reference 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.
Saves the current record.
Displays the next Engineer Cross Reference record.
Displays the previous Engineer Cross Reference record.