Groups Maintenance

 

Groups Maintenance allows you to maintain a list of groups which can then be linked to one or more Departments. Grouping Departments will allow you to generate reports where all sales under each Department may be grouped together.

 

The maintenance screen is divided into the following three sections:

 

Maintenance Grid

The grid area displays the currently defined group. All fields are display-only and all modifications to a group must be done by selecting the item row and modifying the fields in the data entry area. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. All defined values for the selected item will be displayed dynamically in the data entry area.

 

 

 

Item Row Maintenance

Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete, Insert or Duplicate a row. Rows may also be deleted, inserted or duplicated by using the delete, insert or duplicate buttons in the buttons area.

Select All

Clicking on the upper left corner of the grid will select all groups. To select multiple contiguous rows, select the first row then press down the SHIFT key on your keyboard and while the SHIFT key is pressed, select the last row in your range. To select multiple rows that are not contiguous, select the first row then press down the CTRL key on your keyboard and while the the CTRL key is pressed, select each subsequent rows that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. All data edits or option changes will be applied to all selected rows. Pressing on the Delete button while in multi-select mode will delete all selected groups.

Column Sort

Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order.

 

Data Entry

The data entry area dynamically displays the currently selected group.

 

 

 

Group Id

Enter a unique integer value to identify the group. Required field. Duplicates not allowed. When modifying Group Ids, a warning message will be displayed indicating that any references to the group will be lost when the changes are saved.

Caption

Enter the group name or tittle. Required field. Max 25 characters.

 

Buttons

The buttons area consists of the following 5 buttons:

 

Delete

Click on this button to delete the currently selected row or rows. A warning message will be displayed indicating that any references to the deleted groups will be lost when the changes are saved.

Insert

Click on this button to insert a new row at the end of the list. All validation errors on the current row must be corrected before inserting a new row.

Duplicate

Click on this button to duplicate the currently selected row. All validation errors on the current row must be corrected before duplicating the row.

Save

Click on this button to save changes. All validation errors must be corrected before saving your changes. The button will not be enabled until a change has been made.

Close

Click on this button to close the window. If any changes have been made you will be prompted to save the changes before closing the window.

 

Yes Button

Click on Yes to save changes and close the window. All validation errors must be corrected before saving your changes.

No Button

Click on No to discard all changes made and close the window.

Cancel Button

Click on Cancel to abort the close and return to the maintenance screen.

Import

One or more groups exported from one program may be imported into the same or a different program. Each group saved during the export will be inserted as a new group into the current program.

 

Click on the Import button to open the "Open" file dialogue. Select the File you want to use to import data from, and click on the Open button to verify the file. If a valid OSI Groups Export file (*.grp) has been selected, the system will attempt to import each group included in the file. Click on the Cancel button to cancel the import and close the "Open" file dialogue.

Export

One or more groups from one program may be exported and then imported into the same or a different program.

 

Click on Select All or select the row or rows you wish to include in the export file. Click on the Export button to open the Save As dialogue window which will allow you to export the selected group(s) to an OSI proprietary export file (GroupExport.grp). The name of the export file will be defaulted based on the selection or selections made, but may be changed to a file name of your choice.

 

Type in the File Name and location where you want to save the export file and click on the Save button to perform the export or click on the Cancel button to cancel the export. A message will be displayed when completed indicating whether the export was successful or not.