- Customer Parts Menu

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Customer Parts Menu

The Customer parts facility provides links between Parts and Customers. Any number of unique Part-Customer relationships can exist. i.e. A part can have any number of customer's details listed.

When a Sales Order or Job is being created for a customer the sales details from the Part-Customer relationship are provided as default information for the order. Text can be edited at the time but the user can not change prices. The system supports a date and quantity limit for the sales pricing contained in the Customer-parts record.

Provides commands for maintenance of customer part records. These records provide specific customer information about parts that override normal Sales Order or Job details.

Line

Function

Keys

Find

To list a group of customer records associated with a part by entering data into any one of the indexed fields. Having entered data, confirm with an OK. This function operates on the Customer Parts Maintenance window.

Tip 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.

Ctrl+F

Next

To find the next document to that currently selected, building a list of all documents so found based on the index of the previous Find command carried out. This function operates on the Customer Parts Maintenance window.

Ctrl+N

Previous

To find the previous record to that currently selected, building a list of all records so found based on the index of the previous Find command carried out. This function operates on the Customer Parts Maintenance window.

Ctrl+P

Update

To save changes made to the listed customer part records. This function operates on the Customer Parts Maintenance window.

Ctrl+U

Add a Customer or Part

To add an additional customer for the part or part for the customer. This function operates on the Customer Parts Maintenance window.

Ctrl+I

Delete

To delete a customer-part record. Select the record you wish to delete in the list before operating this command. This function operates on the Customer Parts Maintenance window.

 

List Sales History

To produce a list of the sales history for the currently selected customer or part. This function operates on the Customer Parts Maintenance window and opens the Sales History List window and builds a list of all sales of the selected part or selected customer depending on the context of the list on the maintenance window.

 

Mass Change

To make a mass-change of values to listed items by order number. This function operates on the Customer Parts Maintenance window and opens the Mass Changes to Listed Customer Parts window.

 

Changes Log

To review the changes log of customer part records. This function operates on the Customer Parts Maintenance window and opens the Customer Parts Changes Log window.

 

Print Listing

To produce a report for the current list of customer-part records. A report selection dialog will be presented. This function operates on the Customer Parts Maintenance window and opens the Report Selection window.

 

Print Reports

Provides reports based on Customer-Parts information. This function opens the Customer Parts Reports window with the Customer Part Selection subwindow.

 

See also: -

Compiled in Program Version 3.10. Help data last modified 20 FEB 2003 17:54. Class mCptMaint last modified 27 SEP 2006 10:51:08.

Document path Reference Contents > Customer Parts > - Customer Parts Menu