The Acceptance Stages Codes screen is accessed via Vehicle Purchasing / Miscellaneous Options / Acceptance Stages. This option enables the setup of the number of stages through which a quotation must pass before being accepted and an order allowed. The codes set up within this screen are subsequently used within the Acceptance Defaults screen (withinMiscellaneous Options) and subsequently in the Acceptance Tab within Purchase Management to identify each particular acceptance stage.
The screen is split into three areas. These are the Titlebar, the Acceptance Stages Record Table and the column of Command Buttons at the bottom of the screen.
In addition to displaying the screen name the Title Bar provides a number of useful buttons.
This screen displays a record table of all current acceptance stages set-up within Vehicle Purchasing. Each acceptance stage record row contains the following fields:
A two digit numeric stage code e.g. 12 (Up to 99 acceptance stages may be created).
A thirty character user-defined meaningful textual field to describe the acceptance stage e.g. Agree Funding.
The list displays up to a maximum of twenty five acceptance stage records at any one time. To view the remaining records (if applicable) the Scroll Bar to the right of the screen can be operated in a number of ways:
To edit the acceptance stage 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 acceptance values for the selected row to be edited.
- Insert Row
Inserts a new row for an additional record to be added.
- Delete Row
Deletes an existing row/record.
If a recipient or acceptance stage is deleted then the Acceptance Default must also be amended to take in to account that a record has been deleted.
- Copy
Enables the acceptance stage 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 screen. 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 screen. 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 screen. 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 screen. 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 screen. 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 screen. 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 Acceptance Stages screen and returns to the Miscellaneous Options Menu.
Provides online access to a context sensitive Help screen.
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 acceptance code from which to start.
Restricts a Sort by allowing entry of a text string for the acceptance code 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. It is not really applicable to the Acceptance Stages screen.
Selection of this button displays a further screen that provides an Ad-hoc Report Generator for the creation of quick query reports to screen. 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.