Custom Groups provide Administration Users with easily accessible and necessary commanding functionality to categorize and group, master files and/or transactions for the purpose of instant analysis and reporting. This toolset delivers user-defined groups in a tree with branches like structure. The output of any grid is filtered, categorized, and summarised based on the structure of your custom designed grouping. For example, Product entering and exiting the profit centre(s) with a custom range of model, type and or colour for multiple Customers and project/job, from a list of valid values.
Features:
Multi Profit Centre Custom Group analysis.
Multi Custom Group, Types selection, with the one grid, report.
User-defined analysis and reporting delivered on single click, Custom Group, Pop out selection.
Enabled for Customer, Product and Job Maintenance Master files and Transactions across numerous grids (windows).
Each Custom Group saved, is instantly delivered and available to all users across the organisation.
As easily, as Custom Groups can be created, they can be edited and deleted in addition, and from any, grouped level.
Custom Group Setup:
Addrecording your new Custom Group Name and Code within the Group Header grid.
Select Access for your choice in one or a range of Reporting Grids to have the Custom Group available from and Save (top button).
Add Level from inside the Group Structure window recording a name or description for each level. Add Child Level if applicable .
From the All Items grid select records via drag and drop or Pop out (and optionally in bulk with CTRL and SHIFT functions) and Save.
Congratulations! Open the Tab, Grid and/or Window as per the Reporting Grids selected and using right click Pop out select your Custom Group(s) and enjoy the ease of analysis and report production.
Custom Group; grid field names are labeled in the following format;
Grid Type Code being of a Product Maintenance Master file Type is labeled PM
Followed by the Custom Group Code setup by users. i.e. PCAT (above).
Followed by LV1, LV2 or LV3 short codes; reflecting the Custom Groups branch level.
Resulting in PM PCAT LV1, PM PCAT L2, PM PCAT LV3 as the Custom Group field names to be dragged and dropped, merged, filtered and more from inside the applicable Reporting Grid.
Action Bar
The Action Bar (left buttons) offer Custom Group add, save and delete functions with refresh being that of all datasets and applicable grids within the window.
Filter and Show All - Under construction.
Add Level - Creates an unlimited amount custom groups at a group branch level based on user focus or highlight (of an existing level, should there be one) inside the group structure window.
Add Child - Creates a child custom group level below the group level user focused or highlighted.
Delete Level - Provides user notification requiring confirmation in the first instance. Deletes the custom group branching level including all child levels based on user focus or highlight of an existing level.
Any allocated Items are system updated to being unallocated on delete of a Group.
Rename - Offers the ability to rename any custom group branch on user focus or highlight of an existing group branch.
Add Level and Rename functions retain cursor focus on the Level Name for easy input.
Group Header is used to record your custom group parent and is defaulted to blank on Add.
Name - Means Group Name, limited to 24 characters.
Delivers the group name available for user selection via Pop out.
Is mandatory for successful save of a Custom Group.
Code - Means Group Code limited to 8 characters.
Delivers user selection of the custom group pivot grid field code within the Header Area of any grid for user drag and drop, filtering and grouping, grid related standard functions.
Code must be unique with user notification provided.
Is mandatory for successful save of a Custom Group.
Within any grid used to show a Custom Group the Groups' field name is (middle) labeled containing the Group Header Code.
Profit Centre selection options are determined by the quantity of profit centres setup. Users can create a custom group for one or a range of profit centres and as per range offered, is automatically made accessible for selection to all Basic Users in having access to the selected profit centre(s).
Based on the Profit Centre selected Customer, Product and Job/Order Items, available to be allocated; are automatically Master file filtered.
Basic Users view Custom Group selection as per the default (single) profit centre they are logged into.
Administration Users (viewing globally) view all Master file, and transaction Custom Group, allocated Items; and not as per Custom Group Profit Centre, Access.
An example includes Customers allocated to the ALL profit centres or specific branch with the Custom Group profit centre access; set to only one profit centre i.e. BCD Quarries.
On Custom Group Pop out selection filters are defaulted as per the Customer existing across multiple (All) profit centres and not Custom Group profit centreaccess because Administration users can always additionally filter and group by profit centre, profit centre scale and more.
Group Types are users a single choice only per Custom Group setup; delivering the complete range of Master file records within any one Group Type of Customer, Product and Job/Order.
Group Code - Is system generated reflecting a short code of common Master files within the system i.e. CM; Customer Maintenance and all encompassing unique customer records.
Within any grid used to show a Custom Group the Groups' field name is labeled starting as per the Custom Group, Group Type Code. i.e. CM; Customer Maintenance
Name - Is system generated reflecting the description or Name of Master file data sets and therefore Master file Custom Group; Type availability.
Access - Updates the reporting grids (below) available, to Add, the Custom Group to.
Reporting Grids offers a range of grids to set based from the Custom Group and Group Type, user selected. On Reporting Grid Access Custom Group Pop outs are made available from inside the chosen grid/window for user Master file and/or transaction reporting and analysis.
Reporting Grid Code - Is system generated reflecting a short code of common Master files within the system i.e. CM; Customer Maintenance and all encompassing unique customer records.
Items offer all Master file records based on the Custom Group selected and its allocated Group Type being that of Customer or Product or Job/Order currently.
All Items - Means all Master File records based on the Group Type.
Unallocated - Means all Master file records not allocated to any branch or level of the Custom Group.
Allocated - Means the Master file records allocated to the branch or level of the Custom Group; user selected.
CTRL and SHIFT functions allow the selection of multiple records that can be allocated to, or unallocated a Group branch in bulk with either drag and drop to the applicable branch or right click Pop out.
Any item is allocated to only one branch and where Items are allocated to the child branch they automatically form part of the applicable parent branch.