| Purpose & Benefits |
|---|
| This function allows you to maintain data in TAS Sales Order records. A page of records is displayed at a time allowing updates to multiple records at a time, like in a spreadsheet, for real ease of use. |
On loading, the Maintain Order grid is filled with the 1st page of Order records. Order information is already set up in various columns as shown below:
Each row in the grid displays the details for one order record. You can edit limited data on the grid itself. Each column is formatted so that you cannot enter incorrect data, e.g. text cannot be entered where a currency amount is expected. Data that cannot be modified is shown with a coloured background.
Using the ‘Sort By / Search’ dropdown box, the Order details can be sorted by:
- Order Number
- Customer Code
- Order Date
- Marketing Code
You can filter the list of Orders displayed by Order Type, or whether an Order is Outstanding or not. To load ALL orders into the Grid click the ‘Show All’ tickbox at the top – please be aware this may take some time if you have a lot of data.
To ‘drill-down’ and edit an order record in more detail, hover the mouse over the desired order number (the mouse pointer changes to a magnifying glass ) and click once to bring up the Maintain Order form (see below).
Click Save to update the Order files with your changes, Cancel to exit to the main form or use one of the navigation buttons on the right to populate the grid with another page of records. If you have modified and not saved any records, you are prompted to save before continuing.
To start a new Order, click the New button. This brings up a form for an Order Entry form, as if you had clicked the drill-down option.
By default all columns are displayed. The user can customise which columns to show and in which order by pressing the ‘Show/Hide‘ button. This causes the ‘Show/Hide Items‘ form to be displayed, as shown below.
Having drilled-down on the Order, the selected Order is available for editing.
Once you have made your changes click Save.