ScratchPads Archives - Caliach

Preferences: Scratchpad Calculated Field Definition

Iona Butler — Tue, 09 Apr 2024 14:26:51 +0000

OVERVIEW

This window is used to add or modify a calculated column in a ScratchPad. To do this you click on the Calculation button in the Settings Maintenance Subwindow.

File Path

File > preferences > User Settings > Calculated button

This file path takes you to the Calculated Field Definition window

You should refer to Omnis Studio documentation for full details of available functions that can be used in calculations.

Some common functions are listed below.

Variable Name

Enter a Name for the variable that will be used in the list.

Heading

The heading that will appear on the list.

Field type

Select from the dropdown list of field types. The subtype list below will be reset depending on your selection.

Field sub-type

Select from the dropdown list of field sub-types, if any. This list will be reset depending on your selection of field types.

Maximum length

Enter the maximum length for character type variables only.

Calculation

The calculation. This must be a valid Omnis Studio calculation using fields only from the tables used by the ScratchPad with columns referenced using the pRow. prefix.

Cancel button

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.

Update button

Updates the selected list line.

Add button

Adds a new entry to the list line.

CUSTOM CAPABILITY: You can write custom functions (that can do literally anything) in the oCustom1 object class. Such methods should be self-contained and return a single value for the column. They can be written with multiple parameters that derive from the main table using pRow. syntax. To enter a custom function use the calculation syntax (showing part number):

$ctask.tCustom1.$MyMethod(pRow.PTMPTNO)

The above example is available and returns the total net sales quantity for the part.

Calculated columns must be Omnis Studio calculations. They are calculated after the ScratchPad list row has been loaded with the main table row. You therefore must use the pRow. prefix syntax when referencing a main table column. For example, this is the calculation for total part current cost:

pRow.PTMCMC+pRow.PTMCLC+pRow.PTMCOC+pRow.PTMCOVC+pRow.PTMCROC

Common Functions

Syntax	Example	Description
abs(N)	abs(-123.45) = 123.45	absolute value of the number N
asc(S,N)	asc(‘Train’,2) = 114	the ASCII value of the Nth character in the string S (-1 if N=0 or > length of S)
cap(S)	cap(‘train’) = ‘Train’	capitalises text strings
con(S1,S2,..)	con(‘T’,’R’) = ‘TR’	concatenates a series of strings
dat(D,F)	dat(#D,’YMD’) = 010826	date value of a string or number optionally formatted in a particular way. Only strings with a recognizable date format can be converted. If the formatting parameter is omitted the context of the function will determine whether a numeric or string date is returned
int(N)	int(26.9876) = 26	integer part of the number N
jst(S,N)	jst(‘abc’,’ˆ5′) = ‘ abc ‘	justification of a string S in a format determined by N (uses the same formatting parameters as described in the table below). The jst() function also includes concatenation, jst(S1,N1,S2,N2,…)
len(S)	len(‘abc’)=3	length of a string
low(S)	low(‘TRAIN’) = ‘train’	sets text strings to lower case
max(N1,N2,..)	max(8,2,12) = 12	the maximum value from a list of either all numbers or all strings
mid(S,N1,N2)	mid(‘Train’,2,3) = ‘rai’	returns a substring from S starting at position N1, N2 long. If N1 is greater than the length, an empty string is returned
min(N1,N2,..)	min(8,2,12) = 2	the minimum value from a list of either all numbers or all strings
mod(N1,N2)	mod(6,4) = 2	the modulus; the remainder of an integer division of N1 divided by N2
not(E)	not(31<48) = not(TRUE) = 0	the compliment (opposite) of a Boolean expression E
pick(N,P1,P2)	pick(1,’T’,’R’,’A’,’I’)=’R’	select the N+1 item from a list, the first of the list is returned when N is 0
pos(S1,S2)	pos(‘A’,’TRAIN’) = 3	the position of the first character of the string S2 found within S1. If no match is found it returns 0
rnd(N1,N2)	rnd(29.89,1) = 30.0	rounds the number N1 to N2 decimal places
tim(N,S)	tim(950) = 15:50	time formatting similar to dat() for dates
upp(S)	upp(‘Train’) = ‘TRAIN’	sets text strings to upper case

Parameters in functions can be absolute values like ‘Train’ or 29.89, as illustrated above, variables like upp(pRow.CUSCNAM), other functions like pos(‘A’,upp(pRow.CUSCNAM)) or calculations involving any combination. Normal math precedence is applied (i.e. (), *, /, +, -, &, |or).

Justification Syntax

Syntax	Result
ˆ	causes the data to be centre justified in the field
£	places a £ sign in front of the data
$	places a $ sign in front of the data
<	causes left justification, overriding the default
–	causes right justification, overriding the default
Pc	causes the part of the field not filled with data to be filled with the character c, E.G. -6N2P* will give **2.99
nX	causes the data to be truncated to a fixed number of characters or, if shorter, to be packed with spaces
U	causes the data to be converted to upper case
L	causes the data to be converted to lower case
C	causes the data to be capitalised
Nnn	causes the data to be treated as a fixed decimal number. If there is no nn parameter, then a suitable number of decimal places is applied
D	causes the data to be treated as a date
T	causes the data to be treated as a time
B	causes the data to be treated as a Boolean Yes/No
E	applies only to numbers and leaves the field empty when the value is zero
,	applies only to numbers and places a separating comma in thousands positions: E.G. N2, will yield 2,555,666.22
(	applies only to numbers and places negative values in brackets: E.G. -22.88 with N2( will display (22.88)
)	applies only to numbers and shows negative values with a ‘-‘ on the right: E.G. -22.88 with N2) will display 22.88-
+	applies only to numbers and shows positive values with a ‘+’: E.G. 22.88 with N2+ will display +22.88
:	causes the following characters to be interpreted as a formatting string. This must be the last option since all characters following it become part of the formatting string. The meaning of the formatting string depends on the type of the data. This is particularly useful for date/time fields where the following characters can be used as in D:CY Y = Year in the form 01 y = Year in the form 2001 C = Century in the form 20 M = Month in the form 06 m = Month in the form JUN n = Month in the form June D = Day in the form 12 d = Day in the form 12th W = Day of week in the form 5 w = Day of week in the form Friday H = Hour in the form 0..23 h = Hour in the form 1..12 N = Minutes in the form 00..59 S = Seconds in the form 00..60 s = Hundredths in the form .00…99 A = AM/PM in the form AM..PM For example “D:w, d n CY” will format as “Saturday, 29th November 2001” If the data is neither a date or a time, and the formatting string contains an X, the data value is inserted at the position of the X: For example, where the data is 0, “BC:The answer is X! will format as “The answer is No!” If the formatting string does not contain an X, then the formatting string is concatenated to the left of the data value: For example, with data 25.89, “-7N2:¢” will format as ” ¢25.89″.

ScratchPads: Customer ScratchPad Selection

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Customer ScratchPad Selection

Reference Contents > ScratchPads > Customer ScratchPad Selection

This window is used to populate the Customer ScratchPad list with a range of selected customers. The selection can be made in the Customer Selection subwindow, or by using a Custom Search, or from criteria selected on the Advanced tab pane. The window is opened from the Customer ScratchPad by selecting Customers ScratchPad Options — Build New List.

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.

Field	Description
Clear ScratchPad First	Check to clear the current contents of the ScratchPad before loading rather than merging new entries.

Button Functions

Button	Action
Cancel	Cancels any selection criteria and closes the window.
OK	Applies the selection criteria and returns the list to the Customer ScratchPad.

The window has 2 tab panes.

Standard
Advanced

Standard

Operation

On this tab pane select a range of customers using the Customer Selection subwindow.

Alternatively, select Use Custom to apply the currently selected Custom Search, or click Custom Search to modify or create a search.

Once the selection is made, then click Ok to transfer the selection and close the window, or click Cancel to abandon the selection and close the window.

Notes

If Use Custom is selected, any other selections on the tab pane will be ignored.

Advanced

Advanced search options

Button Functions

Button	Action
Customers with Sales Orders	Selects all customers with open sales orders.
Customers with Quotations	Selects all customers with open quotations.
Customers with Sales Orders or Quotations	Selects all customers with open sales orders or quotations.

Notes

Any button clicked in the Advanced tab pane will cause the Use Custom option to be ignored.

See also: –

Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 11:19:00.00. Class wScratchCusSelect last modified 16 Jul 2016 05:56:39.

Reference Contents > ScratchPads > Customer ScratchPad Selection

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ScratchPads: Customer ScratchPad

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Customer ScratchPad

Reference Contents > ScratchPads > Customer ScratchPad

This window is a listing tool that allows the generation and maintenance of a customer list that can be used throughout the program. The list can be built automatically from customers visited during a program session, built by specific selection, or loaded from relevant analysis functions within the program. The list can then be used for the selection of customers to be processed elsewhere in the program, including tasks such as report generation and global changes.

The contents and layout of the list and other options can be modified in the Settings Maintenance Subwindow under File–Preferences–User Settings and File–System Manager–Privileges and Settings.

The window is opened by selecting ScratchPads–Customers or by pressing the F6 function key, or clicking on the Customer ScratchPad tool on the toolbar.

Operation

With the Auto add setting selected in the Settings Maintenance Subwindow under File — Preferences — User Settings and File»System Manager»Privileges and Settings, customers will be automatically added to the listing as they are visited during normal program activity; for example during Customer or Customer Parts maintenance, or while adding or changing a Customer in a Sales Order.

To build an entirely new list, and clear any existing list, open the Customers ScratchPad Selection window by selecting Build New List from the Customers ScratchPad Options menu, and select the range of customers for the list.

WARNING: Address and Contact field columns can be added to the ScratchPad. If that is the case the default address for the customer and its default contact, if any, will be used. This is true even if the source of the search that compiled the list comprised from data in non-default addresses or contacts. For example a contact last name can be used in a search. A last name of Jones may be on a non-default address of a customer, so that customer will be included. But the contact shown will be the default contact for the default address, and that is what will show in the ScratchPad. The ScratchPads — Address/Contact Keyword menu function can provide specific address/contact search and operations thereon. See the Address and Contact Keyword Search help for details.

Use the Clear Entire List, Clear Selected Lines and Invert Selection options to maintain the list.

Use the Save as User List to save list contents (key field only) to your user settings. When you next log on to the program and datafile the saved list will be re-built in the ScratchPad. Care must be taken not to allow this saved list to become out-of-date so it is recommended that you re-load the ScratchPad and save it periodically.

To transfer list items to a compatible program function first select the items, then select the Transfer List option. Alternatively, first select the items in the list, then drag and drop them onto the applicable program object.

For example, to print a relevant report just for selected items in the list, drag and drop the selected list items from the ScratchPad list directly onto the Print Report button in a Report Selection window OR use Transfer List OR use drag and drop from the list to populate the relevant fields in the Report Selection window.

To copy single list items into a data entry box, double-click on the list item in the ScratchPad list, or drag and drop the item from the list into the data entry box.

For example, to change a customer for a Sales Order, drag and drop the list item from the ScratchPad list directly into the Customer data entry box of the Customer and Terms tab. And, to select a customer for a new Sales Order, drag and drop the list item from the list into the data entry field in the Customer Selection window OR double-click the list item in the ScratchPad list.

To transfer items from the listing to the operating system clipboard, or populate the ScratchPad with items from the clipboard, open the Scratchpad Import window by selecting In-Out via Clipboard from the Customers ScratchPad Options menu, and transfer the items.

To force the ScratchPad listing window to remain on top of other open windows, select Set to Palette Style Window from the Customers ScratchPad Options menu.

Notes

It is not possible to drag-select multiple list items. This is because the window supports drag and drop. The alternative multiple selection methods using the CTRL and SHIFT keys can be used.

Options

Clicking Customers Scratchpad Options results in a drop-down menu with the following functions: –

Menu Item	Action
Build New List	Opens the Customers ScratchPad Selection window.
Clear Entire List	Removes all lines from the list.
Clear Selected Lines	Removes only currently selected lines from the list.
Invert selection	Deselects all currently selected lines and selects all currently unselected lines.
Transfer List	Transfers the currently selected contents of the list to a compatible program function for processing.
Save as User List	The current contents of the ScratchPad will be saved in the User Settings and when the user next logs on, the ScratchPad will be re-loaded from the saved list.
In-Out via Clipboard	Opens the Scratchpad Import window.
Set to Palette Style Window	Forces the window to remain on top of other windows. A window set like this can not be re-sized.

See also: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 10:26:00.00. Class wScratchCustomers last modified 6 Oct 2017 05:42:43.

Reference Contents > ScratchPads > Customer ScratchPad

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ScratchPads: Accounts ScratchPad

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Accounts ScratchPad

Reference Contents > ScratchPads > Accounts ScratchPad

This window is a listing tool that allows the generation and maintenance of a G/L account list that can be used throughout the program. The list can be built automatically from accounts visited during a program session, built by specific selection, or loaded from relevant analysis functions within the program. The list can then be used for the selection of accounts to be processed elsewhere in the program, including tasks such as report generation and global changes.

The window is opened by selecting ScratchPads–GL Accounts or by pressing the F8 function key, or clicking on the G/L Accounts ScratchPad tool on the toolbar.

Operation

With the Auto add setting selected in the Settings Maintenance Subwindow under File — Preferences — User Settings and File — System Manager — Privileges and Settings, GL accounts will be automatically added to the listing as they are visited during normal program activity; for example during GL Account Maintenance, or while reviewing and account.

To build an entirely new list, and clear any existing list, open the G/L Accounts ScratchPad Selection window by selecting Build New List from the GL Accounts ScratchPad Options menu, and select the range of accounts for the list.

Use the Clear Entire List, Clear Selected Lines and Invert Selection options to maintain the list.

To copy single list items into a data entry box, double-click on the list item in the ScratchPad list, or drag and drop the item from the list into the data entry box.

For example, to change a posting account for a Sales Order, drag and drop the list item from the ScratchPad list directly into the posting account data entry box of the Additional tab on the Line Items Details tab.

To transfer items from the listing to the operating system clipboard, or populate the ScratchPad with items from the clipboard, open the Scratchpad Import window by selecting In-Out via Clipboard from the Ledgers ScratchPad Options menu, and transfer the items.

To force the ScratchPad listing window to remain on top of other open windows, select Set to Palette Style Window from the Ledgers ScratchPad Options menu.

Notes

It is not possible to drag-select multiple list items. This is because the window supports drag and drop. The alternative multiple selection methods using the CTRL and SHIFT keys can be used.

Options

Clicking Ledgers ScratchPad Options results in a drop-down menu with the following functions: –

Menu Item	Action
Build New List	Opens the Ledgers Account ScratchPad Selection window.
Clear Entire List	Removes all lines from the list.
Clear Selected Lines	Removes only currently selected lines from the list.
Invert selection	Deselects all currently selected lines and selects all currently unselected lines.
Transfer List	Transfers the currently selected contents of the list to a compatible program function for processing.
Save as User List	The current contents of the ScratchPad will be saved in the User Settings and when the user next logs on, the ScratchPad will be re-loaded from the saved list.
In-Out via Clipboard	Opens the Scratchpad Import window.
Set to Palette Style Window	Forces the window to remain on top of other windows. A window set like this can not be re-sized.

See also: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 10:26:00.00. Class wScratchGL last modified 6 Oct 2017 05:43:02.

Reference Contents > ScratchPads > Accounts ScratchPad

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ScratchPads: Accounts ScratchPad Selection

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Accounts ScratchPad Selection

Reference Contents > ScratchPads > Accounts ScratchPad Selection

This window is used to populate the Account ScratchPad list with a range of selected GL Accounts. The selection can be made in the GL Account Selection subwindow, or by using a Custom Search, or from criteria selected on the Advanced tab pane. The window is opened from the Accounts ScratchPad by selecting Ledgers ScratchPad Options — Build New List.

Field	Description
Clear ScratchPad First	Check to clear the current contents of the ScratchPad before loading rather than merging new entries.

Button Functions

Button	Action
Cancel	Cancels any selection criteria and closes the window.
OK	Applies the selection criteria and returns the list to the Accounts ScratchPad.

The window has 2 tab panes.

Standard
Advanced

Standard

Operation

On this tab pane select a range of customers using the GL Account Selection subwindow.

Alternatively, select Use Custom to apply the currently selected Custom Search, or click Custom Search to modify or create a search.

Once the selection is made, then click Ok to transfer the selection and close the window, or click Cancel to abandon the selection and close the window.

Notes

If Use Custom is selected, any other selections on the tab pane will be ignored.

Advanced

Advanced search options

There are none at this time.

See also: –

Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 11:19:00.00. Class wScratchGLSelect last modified 16 Jul 2016 05:57:18.

Reference Contents > ScratchPads > Accounts ScratchPad Selection

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ScratchPads: ScratchPad Import

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

ScratchPad Import

Reference Contents > ScratchPads > ScratchPad Import

This window enables the export of lines from the ScratchPad to the operating system clipboard, or the import of appropriate clipboard contents into the ScratchPad. This allows the transfer of data to external applications for processing, and the building of ScratchPad lists from the output of external applications.

All fields used in the ScratchPad are exported, but only the key fields are imported. The key field for the Parts ScratchPad is the part number, for the Customer ScratchPad or Supplier ScratchPad the customer/supplier code, and for the Accounts ScratchPad the account code.The window is opened from a ScratchPad window by selecting ScratchPad Options–In-Out via Clipboard.

Operation

When the ScratchPad Import window is first opened, the key fields for any current lines in the parent ScratchPad list are automatically loaded into the window text area.

Text in the window text area can be edited using standard windows editing methods, prior to transferring back into the ScratchPad, as well as being replaced by text from the clipboard.

To clear the ScratchPad list and re-build it with the contents of the window text area click Load Text into ScratchPad. Only valid key fields will cause ScratchPad list lines to be built.

To load all fields of the ScratchPad list into the clipboard, and simultaneously into the window text area (which is cleared first), click ScratchPad to Clipboard. If the Use Quotes option is selected, each field is enclosed in quotes. The fields can be pasted directly from the clipboard into an external application that accepts tab-delimited text, for example a spreadsheet.

A typical bi-directional use of the ScratchPad Import window would be to load all fields of the Parts ScratchPad into a spreadsheet, having included a variable field in the ScratchPad list definition (for example current cost or period usage). The spreadsheet could then be used to analyse and sort the data using the variable field contents, selecting only the parts that meet a desirable criteria (for example low/high cost or low/high usage). Once copied to the clipboard from the spreadsheet, the qualifying parts can then be pasted into the window text area and used to build a ScratchPad list for processing elsewhere in the program (for example printing reports, global changes etc.).

Button Functions

Button	Action
Load Text into ScratchPad	Clears the ScratchPad list and re-builds it with valid contents of the ScratchPad Import window text area.
ScratchPad to Clipboard	Loads the entire contents of the current ScratchPad list into the clipboard and the ScratchPad Import window text area.
Update File Column Data Values	This powerful, and dangerous, function takes the text column values and applies them to the master files. You need Data Peek and Poke privileges to use this function and the Data Peek and Poke window open when you open the ScratchPad Import window, otherwise the function button will be disabled. WARNING: Use of the Update File Column Data Values function is a more powerful version for Parts, Customers, Suppliers and G/L Accounts of the File — Advanced — Special Functions — Data Peek and Poke function. More powerful in that it can apply crude changes to many fields and many records at the same time without any logical validation. To operate this function the text field must contain tab-delimited lines of data corresponding to the columns in the ScratchPad on a position basis. This can typically be done using the ScratchPad to Clipboard function to create data in the text field that can be pasted into a spreadsheet. In the spreadsheet you can then change the column data and copy back from the spreadsheet into the text field retaining all columns and their position. WARNING: Missing data columns will still be updated but with blank values, so always include all columns in the text field data. No logical validity checking is carried out so beware! However, the following rules apply: Any calculated ScratchPad column data is ignored but the column must be included. The column of the master key field can be in any position. For Parts: PTMPTNO, PTMLLNO, PTMPHYQ, PTMALOC, PTMSOQT, PTMPOQT, PTMKITQ, PTMSEQ, PTMMODM, PTMMODU, PTMMODV fields will not be updated. For Customers, fields in the default (only) Address and Contact can be updated. For Customers: CUSCODE, CUSDADR, CUSOINV, CUSORDV, CUSMODM, CUSMODU, CUSMODV, CUSSEQ, CUSOINVF, ADRID, ADRLINK, ADRADC, ADRSEQ, ADCID, ADCADR, ADCSEQ fields will not be updated. For Suppliers, fields in the default (only) Address and Contact can be updated. For Suppliers: SUPCODE, SUPDADR, SUPORDR, SUPCBAL, SUPSEQ, SUPMODM, SUPMODU, SUPMODV, SUPCBALF, ADRID, ADRLINK, ADRADC, ADRSEQ, ADCID, ADCADR, ADCSEQ fields will not be updated. For G/L Accounts: GLACODE, GLAAC, GLACC, GLATLY, GLATLYF, GLATYTD, GLATYTDF, GLATCP, GLATCPF, GLATFUT, GLATFUTF, GLABALY, GLABALYF, GLABALP, GLABALPF, GLABACP, GLABACPF, GLABAFP, GLABAFPF, GLASEQ fields will not be updated. During update the system Trace Log will open and record all changes made.

Button

Action

Load Text into ScratchPad

Clears the ScratchPad list and re-builds it with valid contents of the ScratchPad Import window text area.

ScratchPad to Clipboard

Loads the entire contents of the current ScratchPad list into the clipboard and the ScratchPad Import window text area.

Update File Column Data Values

This powerful, and dangerous, function takes the text column values and applies them to the master files. You need Data Peek and Poke privileges to use this function and the Data Peek and Poke window open when you open the ScratchPad Import window, otherwise the function button will be disabled.

WARNING: Use of the Update File Column Data Values function is a more powerful version for Parts, Customers, Suppliers and G/L Accounts of the File — Advanced — Special Functions — Data Peek and Poke function. More powerful in that it can apply crude changes to many fields and many records at the same time without any logical validation.

To operate this function the text field must contain tab-delimited lines of data corresponding to the columns in the ScratchPad on a position basis. This can typically be done using the ScratchPad to Clipboard function to create data in the text field that can be pasted into a spreadsheet. In the spreadsheet you can then change the column data and copy back from the spreadsheet into the text field retaining all columns and their position.

WARNING: Missing data columns will still be updated but with blank values, so always include all columns in the text field data.

No logical validity checking is carried out so beware! However, the following rules apply:

Any calculated ScratchPad column data is ignored but the column must be included.
The column of the master key field can be in any position.
For Parts: PTMPTNO, PTMLLNO, PTMPHYQ, PTMALOC, PTMSOQT, PTMPOQT, PTMKITQ, PTMSEQ, PTMMODM, PTMMODU, PTMMODV fields will not be updated.
For Customers, fields in the default (only) Address and Contact can be updated.
For Customers: CUSCODE, CUSDADR, CUSOINV, CUSORDV, CUSMODM, CUSMODU, CUSMODV, CUSSEQ, CUSOINVF, ADRID, ADRLINK, ADRADC, ADRSEQ, ADCID, ADCADR, ADCSEQ fields will not be updated.
For Suppliers, fields in the default (only) Address and Contact can be updated.
For Suppliers: SUPCODE, SUPDADR, SUPORDR, SUPCBAL, SUPSEQ, SUPMODM, SUPMODU, SUPMODV, SUPCBALF, ADRID, ADRLINK, ADRADC, ADRSEQ, ADCID, ADCADR, ADCSEQ fields will not be updated.
For G/L Accounts: GLACODE, GLAAC, GLACC, GLATLY, GLATLYF, GLATYTD, GLATYTDF, GLATCP, GLATCPF, GLATFUT, GLATFUTF, GLABALY, GLABALYF, GLABALP, GLABALPF, GLABACP, GLABACPF, GLABAFP, GLABAFPF, GLASEQ fields will not be updated.

During update the system Trace Log will open and record all changes made.

See also: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 09:45:00.00. Class wScratchIn last modified 27 Sep 2017 02:22:43.

Reference Contents > ScratchPads > ScratchPad Import

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ScratchPads: Parts ScratchPad

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Parts ScratchPad

Reference Contents > ScratchPads > Parts ScratchPad

This window is a listing tool that allows the generation and maintenance of a parts list that can be used throughout the program. The list can be built automatically from parts visited during a program session, built by specific selection, or loaded from relevant analysis functions within the program. The list can then be used for the selection of parts to be processed elsewhere in the program, including tasks such as report generation and global changes.

The window is opened by selecting ScratchPads–Parts or by pressing the F5 function key, or clicking on the Parts ScratchPad tool on the toolbar.

Operation

With the Auto add setting selected in the Settings Maintenance Subwindow under File–Preferences–User Settings and File–System Manager–Privileges and Settings, parts will be automatically added to the listing as they are visited during normal program activity; for example during Parts or Customer Parts maintenance, or while adding or changing a Part in a Sales Order.

To build an entirely new list, and clear any existing list, open the Parts ScratchPad Selection window by selecting Build New List from the Parts ScratchPad Options menu, and select the range of parts for the list.

Use the Clear Entire List, Clear Selected Lines and Invert Selection options to maintain the list.

To copy single list items into a data entry box, double-click on the list item in the ScratchPad list, or drag and drop the item from the list into the data entry box.

For example, to add or change a part in a Sales Order, drag and drop the list item from the ScratchPad list directly into the Part data entry box of the Line Items tab.

To transfer items from the listing to the operating system clipboard, or populate the ScratchPad with items from the clipboard, open the Scratchpad Import window by selecting In-Out via Clipboard from the Parts ScratchPad Options menu, and transfer the items.

To show the multi-stock location details and current quantities for a selected part in the list, open the Stock Location Listing window by selecting Multi-stock Location Details from the Parts ScratchPad Options menu.

To show the BoM and where-used listings for a selected part in the list, open the Bill of Materials and Where-Used Listings window by selecting Show BoM for Selected from the Parts ScratchPad Options menu.

To force the ScratchPad listing window to remain on top of other open windows, select Set to Palette Style Window from the Parts ScratchPad Options menu.

Notes

It is not possible to drag-select multiple list items. This is because the window supports drag and drop. The alternative multiple selection methods using the CTRL and SHIFT keys can be used.

Options

Clicking Parts Scratchpad Options results in a drop-down menu with the following functions: –

Menu Item	Action
Build New List	Opens the Parts ScratchPad Selection window.
Clear Entire List	Removes all lines from the list.
Clear Selected Lines	Removes only currently selected lines from the list.
Invert selection	Deselects all currently selected lines and selects all currently unselected lines.
Transfer List	Transfers the currently selected contents of the list to a compatible program function for processing.
Save as User List	The current contents of the ScratchPad will be saved in the User Settings and when the user next logs on, the ScratchPad will be re-loaded from the saved list.
In-Out via Clipboard	Opens the Scratchpad Import window.
Multi-stock Location Details	Opens the Stock Location Listing window for a selected part.
Show BoM for Selected	Opens the Bill of Materials and Where-Used Listings window.
Set to Palette Style Window	Forces the window to remain on top of other windows. A window set like this can not be re-sized.

See also: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 10:26:00.00. Class wScratchParts last modified 6 Oct 2017 05:43:26.

Reference Contents > ScratchPads > Parts ScratchPad

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ScratchPads: Parts ScratchPad Selection

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Parts ScratchPad Selection

Reference Contents > ScratchPads > Parts ScratchPad Selection

This window is used to populate the Parts ScratchPad list with a range of selected parts. The selection can be made in the Parts Selection subwindow, or by using a Custom Search, or from criteria selected on the Advanced tab pane. The window is opened from the Parts ScratchPad by selecting Parts ScratchPad Options — Build New List.

Button Functions

Button	Action
Clear ScratchPad First	Check to clear the current contents of the ScratchPad before loading rather than merging new entries.
Cancel	Cancels any selection criteria and closes the window.
OK	Applies the selection criteria and returns the list to the Parts ScratchPad.

The window has 2 tab panes.

Standard
Advanced

Standard

Operation

On this tab pane select a range of customers using the Parts Selection subwindow.

Alternatively, select Use Custom to apply the currently selected Custom Search, or click Custom Search to modify or create a search.

Once the selection is made, then click Ok to transfer the selection and close the window, or click Cancel to abandon the selection and close the window.

Notes

If Use Custom is selected, any other selections on the tab pane will be ignored.

Advanced

Advanced search options

Operation

TEXT SEARCH AREA

Select a range of parts by entering search text in the data entry box. Use the Description or Engineering Notes selections to define the field to be searched. Use the Ignore case checkbox where you are not sure of the case.

ENGINEERING CHANGE AREA

Check Select Parts Subject to Engineering Change to only include parts currently flagged as Change-in-Progress. This may take some time.

PART NUMBER CHARACTERS AREA

Select a range of parts with part numbers that include specific characters by entering the characters in the Part numbers containing data entry box.

OTHER USEFUL SELECTIONS

You can select all parts which have Current Physical below Re-Order Level or Projected Stock below Re-Order Level by checking the appropriate checkbox.

Once the selection is made, then click Ok to transfer the selection and close the window, or click Cancel to abandon the selection and close the window.

Notes

Only one area at a time should be used on the Advanced tab pane.

Any data entered in the Advanced tab pane will cause the Use Custom option to be ignored.

See also: –

Compiled in Program Version 5.10. Help data last modified 3 Jan 2015 11:19:00.00. Class wScratchPartsSelect last modified 16 Jul 2016 05:57:58.

Reference Contents > ScratchPads > Parts ScratchPad Selection

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ScratchPads: Customer ScratchPad Options Menu

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Customer ScratchPad Options Menu

Reference Contents > ScratchPads > Customer ScratchPad Options Menu

Functions that can be applied to the Customer ScratchPad.

Line	Function	Keys
Operations on selected	The hierarchical menu that opens from this menu line contains a number of common normal functions that can be operated directly on a selected customer in the ScratchPad list. These functions are all available through other standard menus, however typically when using the standard menus you will be required to select the customer after the appropriate function window opens, as a separate activity. Using the function from this menu leads to the automatic application of the currently selected customer. Privileges to use these functions are inherited from the normal menu function. For example, to operate New Job or Estimate you must have access to Processing — Jobs and Estimating — New Job or Estimate, if you don’t the function will be disabled. This menu is also available separately on the ScratchPad window menu bar.
Build New List	To build a list of customers based on a selection set. The Customer ScratchPad Selection window will open.
Clear Entire List	Clears all lines in the ScratchPad list.
Clear Selected Lines	Removes the selected lines from the ScratchPad.
Invert Selection	To invert the current list selection. I.E. Customers selected will be deselected and visa-versa.
Transfer List	Either to transfer the list into another list or to print a report of the selected parts
Save as User List	The current contents of the ScratchPad will be saved in the User Settings and when the user next logs on, the ScratchPad will be re-loaded from the saved list.
In-Out via Clipboard	Provides a two-way transfer of ScratchPad contents to and from the Clipboard.
Set to Palette Style Window	Sets or resets the window to stay on top of other windows. When in palette mode the window cannot be re-sized.
Print Standard Letter for Selected…	Prints Standard Letters for the selected Addresses and Contacts.. It opens the Standard Letter Selection window so you can select a letter to print.
Print Envelope for Selected…	Prints Envelopes for the selected Addresses and Contacts.
Print 4×4 Label for Selected…	Prints 4×4 Labels for the selected Addresses and Contacts.. It opens the 4 by 4 Label Position window so you can select a label position.
All Mailable Contacts	Print copies of letters, envelopes, labels, etc. to all contacts marked Mailable as well as the default contact on the default address. Operate the menu to switch on and off.

See also: –

Compiled in Program Version 5.10. Help data last modified 4 Jun 2012 04:49:00.00. Class mScratchCustomers last modified 22 Dec 2014 02:38:28.

Reference Contents > ScratchPads > Customer ScratchPad Options Menu

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ScratchPads: Supplier ScratchPad

Brendan Proctor — Wed, 27 May 2020 16:44:20 +0000

Supplier ScratchPad

Reference Contents > ScratchPads > Supplier ScratchPad

This window is a listing tool that allows the generation and maintenance of a supplier list that can be used throughout the program. The list can be built automatically from customers visited during a program session, built by specific selection, or loaded from relevant analysis functions within the program. The list can then be used for the selection of suppliers to be processed elsewhere in the program, including tasks such as report generation and global changes.

The window is opened by selecting ScratchPads–Suppliers or by pressing the F6 function key, or clicking on the Supplier ScratchPad tool on the toolbar.

Operation

With the Auto add setting selected in the Settings Maintenance Subwindow under File–Preferences–User Settings and File–System Manager–Privileges and Settings, suppliers will be automatically added to the listing as they are visited during normal program activity; for example during Supplier or Purchase Parts maintenance, or while adding or changing a Supplier in a Purchase Order.

To build an entirely new list, and clear any existing list, open the Suppliers ScratchPad Selection window by selecting Build New List from the Suppliers ScratchPad Options menu, and select the range of suppliers for the list.

Use the Clear Entire List, Clear Selected Lines and Invert Selection options to maintain the list.

To copy single list items into a data entry box, double-click on the list item in the ScratchPad list, or drag and drop the item from the list into the data entry box.

For example, to change a supplier for a Purchase Order, drag and drop the list item from the ScratchPad list directly into the Supplier data entry box of the Supplier and Terms tab. And, to select a customer for a new Purchase Order, drag and drop the list item from the list into the data entry field in the Supplier Selection window OR double-click the list item in the ScratchPad list.

To transfer items from the listing to the operating system clipboard, or populate the ScratchPad with items from the clipboard, open the Scratchpad Import window by selecting In-Out via Clipboard from the Supplier ScratchPad Options menu, and transfer the items.

To force the ScratchPad listing window to remain on top of other open windows, select Set to Palette Style Window from the Suppliers ScratchPad Options menu.

Notes

It is not possible to drag-select multiple list items. This is because the window supports drag and drop. The alternative multiple selection methods using the CTRL and SHIFT keys can be used.

Options

Clicking Suppliers Scratchpad Options results in a drop-down menu with the following functions: –

Menu Item	Action
Build New List	Opens the Suppliers ScratchPad Selection window.
Clear Entire List	Removes all lines from the list.
Clear Selected Lines	Removes only currently selected lines from the list.
Invert selection	Deselects all currently selected lines and selects all currently unselected lines.
Transfer List	Transfers the currently selected contents of the list to a compatible program function for processing.
Save as User List	The current contents of the ScratchPad will be saved in the User Settings and when the user next logs on, the ScratchPad will be re-loaded from the saved list.
In-Out via Clipboard	Opens the Scratchpad Import window.
Set to Palette Style Window	Forces the window to remain on top of other windows. A window set like this can not be re-sized.

See also: –

Compiled in Program Version 5.10. Help data last modified 17 May 2012 10:26:00.00. Class wScratchSuppliers last modified 6 Oct 2017 05:43:44.

Reference Contents > ScratchPads > Supplier ScratchPad

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