Installed Base Inquiry
This function is used to manage the setup of the customer base entry screen personalization.
A standard entry transaction for the customer base is initialized on the installation of the software. It can be modified or deleted with the aid of this option, which can also be used to create new ones.
It is possible to set up several different transactions for the customer base. Each transaction, identified by a code and a label, appears in a selection window at the time of calling the "Customer base" option.
Prerequisite
Refer to documentation Implementation
Screen management
The entry of the setup is carried out by entering information into the header and in three tabs that concern the fields that can be set up.
Header
Presentation
Transaction header
The transaction header allows the user to create new transaction codes or to look for existing transactions to be modified or deleted.
A transaction can be assigned to one or more users at the menu Profile level.
Transaction
This code identifies the setup of the entry transaction of the Customer base.
A description is assigned to each setup transaction code. These are the two items of information that appear in the selection window proposed at the start of the work bench entry.
Access code
The transactions can be filtered according to operators, thanks to the use of an access code : if the field is entered, only the users who have this access code in their profile will be able to access the transaction.
If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer offered: access is by direct entry.
Active
This field is used to activate or deactivate the selected entry transaction.
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Fields
The following fields are present on this tab :
Install base transaction
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This field is used to enter a title for each transaction. This title must provide a good understanding of the specific use reserved for each transaction. |
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This flag is used to activate or deactivate a transaction. |
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Access code that is used to restrict access to data by user or group of users. |
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Tab Parameter Definitions
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This tab is used to manage the presence of the different functionalities during entry of the Customer base :
- Address tab
- Applied coverage
- Warranty requests
- Installations
When a functionality is activated, the detail of the managed information is defined in the following tabs.
The Applied coverage and Warranty requests do not describe the tabs, but the grids that make up the Service contract tab. The Customer base entry transaction will therefore display the Service Contract tab as a function of the setup of these two fields.
For example, if the Installations is not active, the transaction used for the entry of the customer base will not be part of this tab.
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Fields
The following fields are present on this tab :
Functionalities
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This option makes it possible for a simple click to de-activate all the functionality related to the management of the installation location of a customer base. |
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This option makes it possible for a simple click to de-activate all the functionality related to the different coverages applied to the customer installed base. |
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This option makes it possible for a simple click to de-activate all the functionality related to the history of the warranty requested associated with the installed customer base. |
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This option makes it possible with a simple click to de-activate the successive installations history for an installed base. |
Fixed columns
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Tab Basis
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In this tab, it is necessary to define the management method for certain fields in the Customer base entry screen by deciding for each of the proposed fields, if it is :
- Hidden: The field is not shown on the screen, but it can be initialized with default values, according to other setups that control its update.
- Displayed: This field is displayed, but not accessible in entry mode. If the setups control the update of the field, the default value appears and it is not modifiable by the operator.
- Entered: The field is present on the screen and is accessible in entry mode. It can be initialized with a modifiable default value.
The proposed fields are :
Brand
First use date
Installation date
Purchase price
Purchase currency
Purchase date
Sales price
Sales currency
Sales date
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Fields
The following fields are present on this tab :
Entry
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This field is used to define the status of the entry of the selected information. This information can be either entered, displayed or hidden. |
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Tab Browsers
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The Browser tab is used to define the additional left lists in the Customer base object.
A counter for the contents of the different left list can be activated. Two types of distinct counters exist :
- The counter for the customer base records corresponding to the filter that is entered.
- The counter for the physical quantity for the customer base corresponding to the filter that is entered.
The Files : 45 / 6545/65 reference appears for example in the Customer base record next to the sales site.
Last read
Display
It is possible to activate the display of the last record read in the customer base management function via this field.
In first position
This field is used to place the last read list in first position of the left lists.
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Fields
The following fields are present on this tab :
Grid Browsers
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This field is used to indicate the different additional browsers that will be added by the entry transaction . The authorized browsers are those associated with the MACHINES table. It must be different to MAC. |
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This field is used to define an index for the principal file for the display in the left list and in the selection windows. If this field is empty, it is the first index in the table that is used. |
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This field is used to define the direction from moving through the principal table for the display in the left list and the selection windows for the object. |
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This field is used to define the filter applied for the display of the contents of the additional browser. |
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This option is used to activate the counting of the customer base records associated with the filter defined for the additional browser. This option simultaneously activates two different types of counting : The counter for the customer base records corresponding to the filter that is entered. The counter for the physical quantity for the customer base corresponding to the filter that is entered. |
Last read
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This is used to activate the display of the Last read browser in the Customer base management function. |
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This field makes it possible to place the left list 'Last read' in first position. |
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Reports
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.