Grid Management - Revision history

Ascentadmin at 17:28, 26 June 2023

2023-06-26T17:28:52Z

Ascentadmin at 17:26, 26 June 2023

2023-06-26T17:26:47Z

Ascentadmin at 17:24, 26 June 2023

2023-06-26T17:24:22Z

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Ascentadmin: Created page with " {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" |- | class="navigationTitles" colspan="4" id="top" | Grid Management |- |..."

2023-06-26T17:24:08Z

Created page with " {| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" |- | class="navigationTitles" colspan="4" id="top" | Grid Management |- |..."

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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
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| class="navigationTitles" colspan="4" id="top" | [[File:GridMgnt_1401x541.png|Grid Management]]
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| class="navigationTitles" colspan="4" | Navigation
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| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
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| colspan="4" style="width: 265px;" | • Adding or editing links for LinkedIn, Twitter and Facebook
|-
| colspan="4" style="width: 265px;" | • [[Customer_Management#customersitesTab|Site Tab]]
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| colspan="4" style="width: 265px;" | • [[Customer_Management#customertaskstab|Tasks Tab]]
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| colspan="4" style="width: 265px;" | • [[Customer_Management#customercontactstab|Contacts Tab]]
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| colspan="4" style="width: 265px;" | • [[Customer_Management#customernotestab|Notes Tab]]
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| colspan="4" style="width: 265px;" | • [[Customer_Management#customerdoctab|Documents Tab]]
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| colspan="4" style="width: 265px;" | • [[Customer_Management#customerinvoicestab|Invoices Tab]]
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| colspan="4" style="width: 265px;" | • [[Customer_Management#customeragreementstab|Agreements Tab]]
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| style="width: 265px;" |  
| style="width: 306px;" |  
| style="width: 432px;" |  
| style="width: 446px;" |  
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| class="headerMainTitles" colspan="4" | Fields
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" |  
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| colspan="4" style="width: 265px;" |  
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| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
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| colspan="4" |  [[Customer_Management#top|Top]]
----

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| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
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| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
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| colspan="4" style="width: 265px;" | • Use the More drop-list to Add a new site
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| colspan="4" style="width: 265px;" | • Select a site in the results grid to Edit the site.
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| colspan="4" style="width: 265px;" | • Use the More drop-list to Search for an existing site.
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
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| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
|-
| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
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| colspan="4" style="width: 265px;" | • Use the More drop-list to add a new task
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| colspan="4" style="width: 265px;" | • Select Edit in the results grid to rdit an existing task.
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| colspan="4" style="width: 265px;" | • Select Replicate in the results grid to replicate the task.
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| colspan="4" style="width: 265px;" | • Select Remove in the results grid to remove the task.
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| class="headerMainTitles" colspan="4" | Fields
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 265px;" |  
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form. 
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| colspan="4" style="width: 265px;" | • Use the More drop-list to add a new customer contact
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| colspan="4" style="width: 265px;" | • Select a site in the Results Grid to edit the site.
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
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| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.  
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| colspan="4" style="width: 265px;" | • Use the More drop-list to toggle the form to add a new customer note.
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| colspan="4" style="width: 265px;" | • Use the More drop-list to toggle the form to search for an existing customer note.
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| colspan="4" style="width: 265px;" | • Click the Edit option in the Results Grid to edit an existing customer note.
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| colspan="4" style="width: 265px;" | • Click the Remove option in the Results Grid to remove an existing customer note.
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| class="headerMainTitles" colspan="4" | Fields
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
| class="fieldGrayBackgrounds" style="width: 306px;" |  
| class="fieldGrayBackgrounds" style="width: 432px;" |  
| class="fieldGrayBackgrounds" style="width: 446px;" |  
|-
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
|-
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the [[Documents_Management|Documents Management]] form.
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| colspan="4" style="width: 265px;" | • Use the More drop-list to add a new document using the Documents Management form.
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| colspan="4" style="width: 265px;" | • Click the View option in the Results Grid to edit the document in the Documents Management form.
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| colspan="4" style="width: 265px;" | • Click the Remove option to remove the selected Document.
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Invoices are created using the [[Job_Management|Job Management]] form. 
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| colspan="4" style="width: 265px;" | • Select an invoice in the Results Grid to view or edit an invoice. 
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

|-
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
|-
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
|-
| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form. 
|-
| colspan="4" style="width: 265px;" | • Select an agreement in the Results Grid to edit the selected agreement. 
|-
| colspan="4" |  [[Customer_Management#top|Top]]
----

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@@ Line 8: / Line 8: @@
 | colspan="4" style="width: 265px;" | Use the Grid Management form to setup fields and column layout for various forms. Each form will have a link into this form for editing.
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Multiple form sections
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Reorder columns
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;**Limit 12 columns for some forms.
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Width must equal 100% if used.&nbsp; If not used, all width fields must equal 0.
 |-
 | colspan="4" | &nbsp;
 |}

@@ Line 3: / Line 3: @@
 |-
 | class="navigationTitles" colspan="4" id="top" | [[File:GridMgnt 1401x541.png|Grid Management]]
 |-
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+| colspan="4" style="width: 265px;" | Use the Grid Management form to setup fields and column layout for various forms. Each form will have a link into this form for editing.
 |-
 | colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
-| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 |-
 | colspan="4" | &nbsp;
 |}