The Termination Controls set-up screen is accessed via Terminations / Kerridge Utilities / Termination Controls and is used to edit the description of the charge and the flag that enables posting to the accounts at Termination or Acceptance (dependent upon the Early Charges field setting within System Controls).
The screen is split into three areas. These are the Titlebar , the Termination Controls 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 termination controls currently set up on the system.
The first column in the table displays and enables input of a termination control code. This is a single digit letter for example, E .
The full description associated with the termination control code for example, RFL Rebate .
Posted on Termination
A Y/N field. A Y denotes that the charge is to be posted on Termination.
The list displays up to a maximum of twenty five termination control codes at any one time. To view the remaining records the Scroll Bar immediately to the right of the second column can be operated in a number of ways:
To edit the termination controls table a single-right-click of the mouse in either of the two columns displays a small menu box with the following options:
- Edit Row
Enables the currently selected row 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 terminations controls code for one record to be copied to other records to speed data entry.
- Filter
Displays 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 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 dimmed and only become available dependent upon the particular process that is being accessed. The full list of command buttons is as follows:
Exits the Termination Controls screen and returns to the Kerridge Utilities 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 check box that, when selected, sorts the records in descending order.
Redisplays the records on the form with any new modifications.
A check box that, when selected, automatically redisplays all records on the form after an amendment.
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.
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. Selection of this option displays a Field Selection Box . A double-left-click on a field places that field within the current selection. Following selection of all required fields the OK command button returns and initiates the new field selection criteria to the Termination Controls screen. This option is not really applicable to this record table.
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.