The Termination Formats form enables separate bodyline positions for each of the termination charges to be defined for all termination formats i.e. where each charge is positioned in the format.
To access the Termination Formats option:
From the Master Menu, select the Terminations option and Company required.
The Terminations Menu is displayed.
Select the Stationery Options option.
The Stationery Options Menu is displayed.
Select the Format Records options
The Format Records form is displayed.
The screen is split into three areas. These are the Titlebar, the Trade Sources Record Table and the column of Command Buttons at the bottom of the form.
In addition to displaying the screen name the Title Bar provides a number of useful buttons.
Displays the following fields:
Sequence Number: The first column in the table displays and allows editing of a constituent part of the stationery format line. It can be up to twenty five characters long and made up of numbers or letters in any combination e.g. Format Code, Edited Excess or Total Line.
Sequence: The code associated with the Sequence Number constituent part description.
Line: The format stationery line position sequence.
The list displays up to a maximum of twenty five lines 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 trade sources 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
Allows 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.
- Insert Row
Inserts a blank row above the selected record so that a new trade source may be added.
- Delete Row
Deletes the selected trade source.
- Copy
Enables the trade source 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 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 T rade Source s 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 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 trade source Types 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.