The Sales Batch Sequencing form is accessed via Contract Administration / Batch Control / Sales Sequencing. This option enables viewing and editing of the batch order sequence (for subsequent processing by the system) for all batches. It also provides an additional way for batches to be toggled between "live" (denoted by a tick) and "not live" (denoted by a blank field).
The form is split into three areas. These are the Titlebar, the Sales Batch Sequencing 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 fields held within the four tabs of the Sales Batch Control form.
To view the Allocation Sequence field select the Field command button. This presents a Field Selection List Box containing the following fields from which to select:
- CUSTOMER (Customer)
- FORMAT (Print Format)
- FREQENCY(Release Frequency)
- INVCTYPE(Invoice Types)
- INVNO(Invoice Number)
- LEASETYP(Lease Type)
- LIVE(Live Batch Control)
- NAME(Description)
- RELEASE(Next Release Date)
- SEQUENCE(Allocation Sequence)
- SUPPREF(Invoice Reference)
- TYPE(Spare Byte)
To view the Allocation Sequence and/or Live status for all batches, highlight and confirm the SEQUENCE option and LIVE option with a double-click of the mouse (This operation can be performed for a number of fields at the same time by double-clicking on each required field to be viewed) and select the OK command button.
The list displays up to a maximum of twenty five sales batch records at any one time. To view the remaining records the Scroll Bar to the right of the form can be operated in a number of ways:
To edit the sales batch sequencing record table a single-right-click of the mouse in any of the columns displays a small menu box with the following options:
- Edit Row
Allows values for the selected batch 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.
- Copy
Enables the sales batch values for one record to be copied to other records.
- Filter
Presents a Selection Criteria Box which enables selection of only those records meeting the selection criteria for the column upon which the filter is selected to operate. The following mutually exclusive selection criteria option buttons/fields are available:
- Equals
Searches the 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 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 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 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 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 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 Sales Batch Sequencing form and returns to the Batch Control Menu.
Provides online access to a context sensitive Helpform.
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.
Redisplays the records on the form with any new modifications.
A checkbox that, when ticked, sorts the records in descending order.
A checkbox that, when ticked, automatically redisplays all records on the form after an amendment.
Restricts a Sort by allowing entry of a text string for the agreement number from which to start.
Restricts a Sort by allowing entry of a text string for the agreement number at which to finish.
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. This operation can be performed for one field or a number of fields at the same time by double-clicking on each required field to be viewed and selecting the OK command button.
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.
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.