The Masters Menu is where you will find the hierarchical menu for the categories below.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide.

Masters Menu

The Masters Menu is found on the main tool bar at the top of the window.

Parts

Group of Parts maintenance functions. Also see our Parts Menu guide.

Bills of Material

Group of Bills of Material maintenance functions. Also see our BOM Menu guide.

Process Routes

Group of Process Routes maintenance functions. Also see our ROUTES Menu guide.

Quality Assurance

Group of Quality Assurance maintenance functions. Also see our QUALITY Menu guide.

Engineering Data

Group of Engineering Data functions. Also see our ENGINEERING Menu guide.

Marketing

Group of Marketing Contacts maintenance functions. Also see our MARKETING Menu guide.

Customers

Group of Quality Assurance maintenance functions. Also see our CUSTOMERS Menu guide.

Suppliers

Group of Suppliers maintenance functions. Also see our SUPPLIER Menu guide.

Customer Parts

Group of Customer maintenance functions. Also see our CUSPARTS Menu guide.

Purchase Parts

Group of Purchase Parts maintenance functions. Also see our PURCHPARTS Menu guide.

Standard Texts

Group of Standard maintenance functions. Also see our TEXT Menu guide.

Global Changes

Group of Global Changes functions. Also see our GLOBAL CHANGES Menu guide.

This article is part of the Vision Setup Guide. Click Here to return to the Setup Guide. Compiled in Program Version 6.00.

Compiled in Programme Version 6.00. Help date last modified 23 July 2024.

Class mMasters (Masters Menu) last modified 25 May 2022

The post Masters Menu – Overview appeared first on Caliach.

This window is used to maintain standard letter texts. It is accessible by operating the Letter Maintenance function from the Marketing Menu.

These letters can be sent individually to the currently selected business and selected contact using the Letter toolbar tool. They can also be sent to businesses selected in the Marketing Listing window. Select lines on the list and then operate the Print Selected Letters function from the Marketing List Options Menu.

There is a single standard report class that provides a basic letter layout. This class in OpenVision is called rMarketLetter and is used unless the letter is given a custom report class you have created. You can also add multiple designs which you will have to select from for those letter designs not given a specific report class. To do this add LETTER type custom report classes in to your Settings Maintenance window.

While Standard Letters are maintained within the Marketing task, they can be used wherever an address is available:

• Using the Print Standard Letter function from the context menu (right-click) of an address displayed on a window (e.g. Customers, Suppliers, Sales Orders, Serial Numbers)
• Masters — Customers — Print Reports
• Masters — Suppliers — Print Reports
• Process — Product Serial Numbering — Print Reports
• Process — Product Serial Numbering — Print Tracking Reports

If you are using the Language Swap System you may have language translations for letters. When this window opens your base language and all swap languages and shown as tabs. Marketing, Customers and Suppliers can have specific languages set and as this window applies when you are printing a letter to many contacts, all language variants of the letter can be accessed, modified and checked.

File Path

Masters > Marketing > Letter Maintenance…

This file path takes you to the Standard Letter Text Maintenance window.

Group and Letter List

Tree list of all letters stored in the system. Letters belong to groups for convenience of filing.

Name

Letter text name.

Reference

Re: text for the letter

Text

Letter text.

Report class

Report class to be used for this letter (blank is the default).

Class description

The description of the report class, if any.

Export button

To export the selected letter to a text file. Others can then import the letter.

Import button

To import a letter from a text file which has been exported from another data file.

Add new button

This will create a new standard letter. If you have selected nothing or aa Group line in the tree list, you will be offered a dialogue to enter a new group title. An unused title will automatically create a new group.

Delete button

Execute this button to permanently remove the currently selected record from the file. If you are permitted to delete the item, you will be asked for confirmation, otherwise an explanation will be given.

Revert button

Cancel any changes you have made and revert to the last saved on file.

Save Changes button

Save any changes you have made to the file.

Complex Data Embedding

You can embed square bracket notation into the text and reference of a standard letter. Anything inside square-brackets is evaluated as a calculation before the text is printed. Such calculations can contain data from the DEAFILE, ADRFILE and ADCFILE and CUSFILE and SUPFILE where linked in a marketing record and when they are associated with an address.

$ctask.tCustom1.$MyFunction(params,…) syntax can be used but should not affect the relevant master files.

Additional data can be embedded using custom letter report and methods – see below Sending to Email second Custom Capability.

The text of the letter can contain limited enhancement tags, as in HTML. These are limited to <B>Bold</B>, <I>Italic</I> and <U>Underline</U> syntax.

Custom capabilities: There is a function that can be used in custom reports for removing text enhancements where they would be inappropriate (for HTML or Email report destinations, for example):

$ctask.tPrint.$StripFormatting( pFormattedText )

It returns the text with any style escape strings removed.

Sending to Email

If your report destination is Email, individual personalised emails are sent (see Bulk Email Sending Details for details). This is an exceptional behaviour of the Email system as the letter report is not created as an HTML document and attached to an email. Each business is sent the letter as email body text.

You can directly send marketing letters as personalised emails. If Email is selected as the report destination, printing a marketing letter, or a letter to a selection of companies on the list, will format the letter into the body text of an email and send it after confirmation. Contacts encountered without a valid email address (contain an @ symbol) will be skipped. The letter Reference is used as the Email heading, and if there is no ADCDEAR contained in the letter text, a Dear [ADCDEAR] will be appended. The normal email signature of the user will be applied. This feature can be used to send individual emails to a group of marketing contacts. Care should be taken to respect Netiquette rules about unsolicited spam (internet junk mail).

CUSTOM CAPABILITY: The normal mechanism for Email Letters is to place the text into the body of the email. However, if the report class contains an $IsAttatchment class method that returns true, in addition to the normal behaviour, the report will be printed as an attachment (either PDF or HTML). If the report class has a $FileName class method it’s returned text will be used as the file name, otherwise the class name is used as the attached file name. This allows you to, for example, create a Newsletter that will be attached to the letter email and can be personalised with customer, supplier and marketing (or other records associated with the address) data elements and calculations. An example is built-in which has the class name rMarketPDFLetter.

CUSTOM CAPABILITY: If you want to embed data from elsewhere, such as custom tables, or even from list of data related to the master data in DEAFILE, ADRFILE and ADCFILE and CUSFILE and SUPFILE tables, you can do this with a custom copy of rMarketLetter. Add a class method to this report named $EmailTexts This method should contains a commented $ctask method sub-path, e.g. ; tCustom1.$_CaliachEmailTexts Your custom oCustom1 method $_CaliachEmailTexts is then run with Field reference parameters Master Data Row, Letter Referring To text, Letter text. That method must contain suitable embedding code that substitutes for the normal […] syntax, perhaps {…} (using braces). An example is:

Do $ctask.tSqlData.$DefineTableFind(l_CalRow, ‘tlCalLicenseUsers’, row(pRow.DEAID), ‘CluCusDeaid=@[iRow.C1]’, ‘ORDER BY CluLicenseNo DESC LIMIT 1’) Returns #F

If flag true

                Do $cinst.$_CaliachMergeText(pLetterRef, l_CalRow)

                Do $cinst.$_CaliachMergeText(pLetterText, l_CalRow)

End If

The first Do defines the row l_CalRow from the custom table class tlCalLicenseUsers and loads it with a select on the database where CluCusDeaid=pRow.DEAID. In other words, a row from CalLicenseUsers related to the marketing row. The oCustom1.$_CaliachMergeText method is then used to embed the data in l_CalRow into the Reference to and then the letter Texts. The Standard Letter text could then be as follows (note the use of different syntaxes […] for master data and {…} for our custom data):

Att: [pRow.ADCSALU] [pRow.ADCFIRS] [pRow.ADCLAST] – [pRow.ADCJOB]

Dear [pRow.ADCDEAR],

Site License No = {pRow.CluLicenseNo}

Current Annual Support Fee = GBP {pRow.CluSupportFee}

TIP: Sometimes it may be useful to have standard attachments which will always be enclosed regardless of the report being emailed. To do this copy the attachment files to the EmailFixed directory.

Embedding a Graphic Signature

You can embed a scanned signature into a Letter. To do this you need to have external JPEG files in the Datafile folder in a folder named Graphics and set the letter’s report class to rMarketLetterSig. If you don’t have the letter structured correctly or have access to the correctly named signature JPEG graphic file, the letter will print as normal, with no graphic.

The letter needs to have the following:

Have exactly 5 carriage-return characters followed by a character greater than or equal to A.

The alpha character is the start of the signatories name.

The name must end with a carriage-return character.

The signature graphic file must be named with the name above followed by .jpg and be readable by the user.

For example the letter could be:

Body letter text….. with 5 returns followed by the Name and another return

James Ferrier

Sales Director

P.S. Some terminating text….

The signature graphic should then be GraphicsJames Ferrier.jpg. It must be JPEG format with an optimal size of 8cm wide by 1.7cm high. Note that with Language Swap multi-ligual letters may need multiple signature graphic files if the name is different.

To help you debug this when you print the letter leave open the Standard Letter Text Maintenance window. If the graphic is not printed you will see a message at the end of the print explaining why.

Compiled in Program Version 6.00.  Help date last modified on 8 July 2024

Class wmarketlettermaint (Standard Letter Text Maintenance) last modified 25 May 2022 FP: Masters > Marketing > Letter Maintenance…

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Marketing Contacts contains a full-featured contacts database complete with, mailshot features, labelling, remote transfer, callback timing, etc.. One benefit of using this Marketing Contacts is that the Customers master data file does not get cluttered with sales leads that are not yet active Customers.

Marketing data maintenance menu functions are, in many cases also functions in the Marketing Toolbar and generally operate on the Marketing Data Maintenance window.

File Path

Masters > Marketing

This file path takes you to the Marketing menu.

View

To view and maintain the marketing record in a new window. This function operates with the Marketing Data Maintenance window.

Find

To locate a specific marketing record, use the mouse or key board to enter some value in a field and confirm with an OK. The system will locate the closest match to the entered data and display the record details. This function operates with the Marketing Data Maintenance window.

TIP: Normally, when performing a Find operation the window is cleared of data. Some uses may prefer to change existing window data when doing a Find. This is achieved by checking the Do not Clear Window when Performing a Find default setting in the Settings Maintenance Subwindow window found in File — Preferences — User Settings.

Next

The system will find the next record using the index of the value previously entered during the Find command. If it cannot find a record it will find the first based on the same criteria. In this way you can cycle through the records. This function operates with the Marketing Data Maintenance window.

Previous

Finds the previous record based on the index used by a previous Find. If you are on the first record, the system will find the last. In this way you can cycle through the records in descending order. This function operates with the Marketing Data Maintenance window.

Update

With a record displayed, you can edit its details and use this command to save the changes to file. This function operates with the Marketing Data Maintenance window.

Insert New

To create a new record, providing it with a unique identifying name. This function operates with the Marketing Data Maintenance window.

Duplicate

To copy all details of the currently selected record to a new record. It must be provided with its own unique identifying name. This function operates with the Marketing Data Maintenance window.

Delete

To delete a record from the file. This cannot be undone. This function operates with the Marketing Data Maintenance window.

List by Selection…

This will open the listing in which you can build a list of records by a selection range. This function operates with the Marketing Data Maintenance window and opens the Marketing Listing window for selection of marketing records from the Marketing Contact Selection window. See also the Marketing List Options Menu.

TIP: When using this function, you can drag selected customers or suppliers from the Customer or Supplier Scratchpads and drop them on to the OK button. This will build a list of the linked marketing records associated with the selected customers or suppliers.

Export…

To export a range of marketing records which can be imported into another data file or used in other programs. This function operates with the Marketing Data Maintenance window and opens the Data Transfer Selection window for option choice, then for selection of marketing records opens the Marketing Contact Selection window.

Import…

To import a range of marketing records which have been exported from another data file. This function operates with the Marketing Data Maintenance window and opens the Data Transfer Selection window for option choice, then prompts you for an import file.

Letter Maintenance…

To maintain standard letter texts. This function operates with the Marketing Data Maintenance window and opens the Standard Letter Text Maintenance window.

Convert to Customer…

To convert the currently displayed marketing record into a customer record. This function operates with the Marketing Data Maintenance window and opens the Convert Marketing Business to a Customer window.

Convert to Supplier…

To convert the currently displayed marketing record into a supplier record. This function operates with the Marketing Data Maintenance window and opens the Convert Marketing Business to a Supplier window.

Mass Change…

To mass change index codes, flags and other date across a range of marketing records. This function operates with the Marketing Data Maintenance window and opens the Marketing Mass Change window.

Mass Delete…

To mass delete a range of marketing records. This function operates with the Marketing Data Maintenance window and for selection of marketing records opens the Marketing Contact Selection window.

Print Reports…

To print a range of reports from the marketing data by a selection range on businesses. This function operates with the Marketing Data Maintenance window and opens the Marketing Contact Report Selection window.

Print Event Reports…

To print reports of marketing events by a selection range . This function operates with the Marketing Data Maintenance window and opens the Marketing Event Report Selection window with the Marketing Event Selection subwindow.

Compiled in Program Version 6.00.  Help date last modified on 20 June 2024

Class mMarketing (Marketing Menu) last modified 18 April 2012 FP: File > Masters > Marketing

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Marketing Mass Change

Reference Contents > Marketing > Marketing Mass Change

This window enables you to mass-change index codes and flags in a selection of business records. Only those fields against which the Change checkbox is checked will be changed.

Before this window opens you will be asked to select a range of businesses in the Marketing Contact Selection window.

For index codes and marketing project there is also a Synchronise option. If checked, the system to apply the indexes or marketing code to linked customers. This applies even when changes not made to the marketing record. In other words you can use this to synchronise the existing codes on marketing records to any linked customers.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

– Marketing Menu Marketing List Options Menu Marketing Contact Selection Marketing Listing

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:48:00.00. Class wMarketChange last modified 18 Feb 2015 01:54:43.

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Convert Marketing Business to a Customer

Reference Contents > Marketing > Convert Marketing Business to a Customer

A single business record can be converted to a Customer in the appropriate master file. You will be presented with this window in which you can modify fields to make them appropriate for the Customer record field format. The code provided by default uses the first three letters of the name and a 3 digit serial number.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

– Marketing Menu Marketing Data Maintenance

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:48:00.00. Class wMarketCus last modified 23 Sep 2017 10:50:57.

Reference Contents > Marketing > Convert Marketing Business to a Customer

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Marketing Event

Reference Contents > Marketing > Marketing Event

This window is used to add an event comment to one or more businesses selected on the Marketing Listing window. Select lines on the list and then operate the Add an Event function from the Marketing List Options Menu.

TIP: This is useful particularly after a mailshot or other group activity as you can apply the same event comment to very many business records at the same time.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
OK	The OK button updates the data you have entered, or confirms the selection and/or processes the function you have called.

See also: –

Marketing List Options Menu Marketing Listing

Compiled in Program Version 5.10. Help data last modified 24 Apr 2012 06:49:00.00. Class wMarketEvent last modified 18 Feb 2015 01:54:43.

Reference Contents > Marketing > Marketing Event

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Marketing Event Report Selection

Reference Contents > Marketing > Marketing Event Report Selection

This report setup window provides you with the ability to choose a range of selections, sort order and report types.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
Print Report	Will cause a report to be printed of the subject matter. Right-click to change the report destination.

See also: –

Marketing Event Selection

Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 10:55:00.00. Class wMarketEventPrint last modified 17 Oct 2017 04:29:54.

Reference Contents > Marketing > Marketing Event Report Selection

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Marketing Event Selection

Reference Contents > Marketing > Marketing Event Selection

This subwindow is used to define the range criteria for a selection of Marketing Events. It is displayed on windows requiring a selection.

Parent Windows

Marketing Event Report Selection
Graphical Analysis Maintenance – Graphs Tab

Operation

Enter data in the data entry boxes to restrict the range of parts. Job Line Items must meet all criteria entered to be selected. If the left and/or right data entry boxes are left blank for a particular criteria, items will be selected between the first and/or last otherwise qualifying item record.

Data records can be obtained using one of the following methods or a combination of them (see Tip below):

1. Enter values into the selection ranges and use the Standard Search. The context menu provides a Clear Selection function.
2. Define or use a Custom Search.
3. Create an Ad Hoc Search Calculation using the context menu function.
4. Drag-and-drop one or more lines from the Customer or Supplier ScratchPads (for linked marketing records) onto the general window area.
5. Use the ScratchPad Transfer Selected function

TIP: Using an Ad Hoc Search Calculation (3) overrides any Custom Search (2) and a Custom Search overrides the Standard Search (1). In any of the search cases (1, 2 or 3), ScratchPad Transfer and Drag-and-Drop (4 or 5) is combinational, so that records found using any of these methods must also conform to the search criteria adopted.

NOTE: This window contains fields introduced with version 5 that enable additional search (and sometimes sort controls), such as Adhoc extra where. For more help on their use and examples see the Client-Server SQL Introduction help.

Button	Action
Custom Search	Opens the Custom Search Selection window and checks the Use custom checkbox.

See also: –

Search Options Menu Marketing Event Report Selection Customer ScratchPad Supplier ScratchPad

Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 10:55:00.00. Class wMarketEventSelect last modified 16 Jul 2016 06:51:09.

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4 by 4 Label Position

Reference Contents > Marketing > 4 by 4 Label Position

This window is used with the function that prints address labels. It is designed for a 4-label sheet. Caliach can provide details if required of the label stock needed. This window is brought forward in which you can select the labels to be printed on the first sheet. This enables you to print labels one at a time without wasting stock. This function operates on multiple list selections.

See also: –

– Marketing Menu Marketing List Options Menu Marketing Toolbar

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:48:00.00. Class wMarketLabelPos last modified 17 Oct 2017 04:29:55.

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Standard Letter Selection

Reference Contents > Marketing > Standard Letter Selection

The letters can be sent individually to the currently selected business and selected contact using the Letter toolbar tool. They can also be sent to businesses selected in the Marketing Listing window. Select lines on the list and then operate the Print Selected Letters function from the Marketing List Options Menu.

This window is then opened for you to select the standard letter you want to send. Select your choice of letter from the list. You can modify the Reference and Letter Text for the user of the text on this occasion. Any changes you make will not be saved in the standard letter text. This function operates on multiple list selections.

Button	Action
Cancel	Aborts the process currently in session. The keyboard equivalent is the Esc key for Windows computers and Command-.(full stop or period) for the Mac.
Print	Will cause a report to be printed of the subject matter. Right-click to change the report destination.

See also: –

Bulk Email Sending Details Standard Letter Text Maintenance

Compiled in Program Version 5.10. Help data last modified 6 May 2006 13:41:00.00. Class wMarketLetterPrint last modified 17 Oct 2017 04:29:55.

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