To assist with setup, the Category Setup Assistant creates RTS codes and missing categories and adds the RTS codes into the fixed items table. The fixed items table is used to speed up the task of categorising jobs in Point-of-Sale.
All RTS codes are created with a company identifier of **, meaning that they are available to all Point-of-Sale companies.
What do you want to do?
From the Operations Menu select Fastfit reporting followed by the name of the Point-of-Sale company you require.
The Fastfit Reporting form is displayed.
Click the Fastfit Reporting options button on the form's toolbar or select Edit > Options on the menu bar.
The Fastfit Reporting Options form is displayed with the Reporting options tab active.
Select the Categories tab.
A list of item categories is displayed.
Click Setup.
The Category Setup Assistant form is displayed.
If a record is missing (shown in red in the Status column) mark the record for creation by clicking the red cell.
A tick is displayed in the cell. You can click again to remove the tick.
Note: Cells in the RTS and Fixed columns can be ticked only if the corresponding cell in the Category column is ticked. You need create records only for the categories you want to use.
Click Create.
A Creating Category Records listbox shows the status of each record as the system creates it.
Click Close.
The form grid is updated.
Click Close.
You are returned to the Fastfit Reporting Options form Categories tab.
This form is displayed when you click Setup on the Categories tab on the Fastfit Reporting Options form. It enables you to creates RTS codes, add missing categories and add the RTS codes into the fixed items table.
Status:
Category: List of the Codes and Descriptions for the default categories provided with the system.
Labour RTS: List of Fastfit RTS codes and descriptions (some categories do not require RTS codes).
Status: Current status of each category broken down into the following record types:
Category: Shows whether the Fastfit Category is currently being used.
RTS: Shows whether the labour RTS code exists.
Fixed: Shows whether the RTS code has been added to the Fixed Items table.
The cells in the Category, RTS and Fixed columns are colour-coded as follows:
Green: The record has been created.
Red: The record has not yet been created.
Grey: There is no default RTS code associated with this category.
Although the RTS codes are created for you, it is important to check that they meet your requirements, as follows:
From the Autoline Master Menu, select Manufacturer Systems and 00 Global Data (this may be called ADP or Kerridge Standard on your system).
The ADP Standard Operations Menu is displayed.
Select Standard RTS codes.
A blank Standard RTS Codes - Global data form is displayed.
Click the RTScode field Ellipsis button.
The RTS Records form is displayed.
Click RTS code.
A list of RTS codes is displayed.
Locate the RTS code you want to check and click OK.
The Standard RTS Codes - Global data form is re-displayed, containing the details for your chosen RTS code.
Click Amend if you want to make changes, and Save when you have finished.
The Standard RTS Codes - Global data form is re-displayed, containing the amended details for your chosen RTS code.
Click Exit.
You are returned to the ADP Standard Operations Menu.