The Batch Types form is accessed via Contract Administration / System Maintenance / Batch Types and enables the set-up of batch types to be actioned and printed during the End-Of-Day process within Timed Operations.
The form is split into three areas. These are the Titlebar, the Batch Types 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 current batch types. Each Batch Type record row contains the following fields:
A single character Batch Type code e.g. A.
The invoice type description. This is a thirty character user-defined meaningful textual field e.g. Broker Payments.
A checkbox which, if ticked, denotes that the batch type is to be built during the End-Of-Day process.
A checkbox which, if ticked, denotes that the batch type is to be printed during the End-Of-Day process.
The list displays up to a maximum of twenty five batch type records at any one time. To view the remaining records (if applicable) the Scroll Bar to the right of the form can be operated in a number of ways:
To edit the batch type 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
Enables the batch type values for the selected row to be edited.
- Copy
Enables the batch type 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 selected column upon which the filter is selected to operate. The following mutually exclusive selection criteria option buttons/fields are available:
- Equals
Searches the selected 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 selected 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 selected 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 selected 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 selected 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 selected 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 Batch Types form and returns to the System Maintenance 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.
A checkbox that, when ticked, sorts the records in descending order.
Redisplays the records on the form with any new modifications.
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.