Customers ScratchPad Selection

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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.

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 two 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.

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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.

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See also: -

Compiled in Program Version 3.10. Help data last modified 6 JAN 2005 13:56. Class wScratchCusSelect last modified 10 MAR 2010 09:17:26.

Document path Reference Contents > ScratchPads > Customers ScratchPad Selection