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SCREEN DRIVER USERS MANUAL

1. Info1 Info II Operating Data Screens The SCREEN Method A key aspect of all business operations is data entry All the processing analysis and reporting tools in the world are useless without comprehensive accurate and integrated data Accurate data centrally accessible by all of the parties with a need to know is critical to business The Screen method is the key tool for data entry into the Norse system Like Menu behavior all Screen behavior is standard Once you learn the methods for operating one set of these data screens you will be able to run them all There are several types of Screen objects as follows e Type F Always the first screen for a data entry process Type Fn Always a sub window of an F Screen for over flow data fields Type W Always a sub window of an F Screen for Spreadsheet Like data Type LO Always a sub window of an F Screen Major sub categories of data Type Ln Always a sub window of an LO Screen for Spreadsheet Like data Some Examples When a data entry process is first invoked chosen from a menu the process always starts with a Type F screen Figure 10 shows what this screen looks like in the case of Inventory Maintenance Sub windows are always accessed via the F Screen Links menu Figure 10 Type F Screen for Inventory Part data entry Inventory Maintenance BEE File Edit Link
2. omp O Arguments s lt lt Earliest Invoice Date gt gt NE Q O1 The EZQ run time process will automatically incorporate a Select process against your database file AccountsPayable in our example if you have specified Extraction Logic via this window In other words it will process only rows from the database which meet all of the criteria you specify here The columns of the Extraction window are as follows e Just a row number used for reference e Connector one of several valid Key Words for associating this line of Extraction logic with the others As you add lines to this table and you enter this column you will see a pull down list showing you all the valid Connector phrases you may use e Dictionary A word from the data dictionary of your table that you want to use in some comparison to match in order for the row to be selected into your report As you add lines to this table and enter this column you will find that the selected word in the data dictionary window will appear automatically If this is not the word you want then activate the data dictionary window click on the correct word and then click back to this window e CompO Comparison Operator any of a list of valid Comparison words which describes the relationship between values for rows of the database table and the Match value you specify in the Arguments column in
3. The Command Mode capability together with a little experience with the system gives you an easier way You could simply type SORT TERMS TABLE right in the middle of the A P reporting menu The dot character invokes Command Mode and the SORT TERMS TABLE command is a valid reporting command You will see the list of the Terms Code Table without ever having to leave the reporting menu The Dot command can be invoked anytime from any menu Clearly taking advantage of Command Mode requires experience on the part of you the user You have to have know how to enter commands There are a very large number of commands that can be used in conjunction with the underlying UniVerse database It is clearly beyond the scope of this document to provide that level of training Interested users should consult the UniVerse User s Guide available for download at the IBM web site http www 01 ibm com software data u2 pubs It should be noted that Command Mode preserves and enforces you Security Profile It will let you access directly anything which you could equally well access from any of your authorized menus It will not allow you to access procedures or data to which you have not been granted access C Calculator The Plus Command Just as the Dot command can be invoked anytime from any menu so can the Plus 4 command be used to access the Calculator The calculator is not intended to be
4. The Field Browsers function just like record browsers They actually use the same methods This means that all the variations described above are possible You may get only a Candidates window or you may get both Browse Criteria and Candidates windows It also means that all the instructions provided above work equally well here If you get only a Candidates window just double click the appropriate line and the code will be entered into the data field for you If you get a Browse Criteria window then enter some search criteria that will enable the system to give you manageable sized candidate list It is worth noting that Screen Driver s behavior in regards to browsers is dependant upon file sizes availability of secondary indices and the existence of browser definitions provided by the application The browsers will always work but the way they work one day may not be exactly the same way they work another One last comment about fields with browse buttons Some of them may not be browsers Application programmers using Screen Driver have the option of substituting special subroutines in lieu of browsers so you may see behavior that is different from out descriptions D Spreadsheet like windows As described at the beginning of this chapter there are two basic forms of Screen Driver maintenance windows The header screen type form as described at length above and in Figure 21 and the Spreadsheet li
5. you want on you query output In report heading lines the D and P conventions are used to cause Run Date and Page Number substitutions at run time Check the FOOTING box and you will be able to type in page footing text to appear on your output report If you are totaling one or more columns EZQ will always include grand totals The GRAND TOTAL check activates the Total Label field so you can control how that line is labeled The other check controls here are largely self explanatory Check DET SUPP and your query will suppress detail invoices from your report showing you only Total lines in the case of our example our Supplier Totals The two Run time Elections allow you to specify specific destinations and formats you want to always use when your query runs but the default in both cases is Prompt meaning Ask me at run time C Query Test Save and Recall When you believe your query definition is the way you want it it is time for the first test run This is usually done from the File menu of the Layout window but before you run it be aware that every run event causes the query to be saved If you are making changes to a working query and do not want to immediately overlay it with your changes then do a Save As operation before your first run When we run the sample query we have been using in these discussions the run event starts
6. These are completely Windows Standard You simply use the pulldown button v to access valid selections in the same fashion as the Browse buttons V Controlling Reports Many of your many menu selections will of course produce reports There are many kinds of reporting tools that your programmers may have used Methods run the gamut from custom programs usually written to deal with specialized complex reports to any number more simple database listing tools Many times when you select a Report item from one of your application menus you will be running one of several Screen Driver unique reporting tools In these cases the descriptions below should help you manipulate the reporting processes to get what you want In other cases you will need to use the Help or Instructions which the programmers will have provided in their programs or in Application Specific manuals A Phrase Reporting There are actually three types of Screen Driver unique reporting tools The first discussed here is called Phrase Reporting The second type is Format Based Reporting discussed later in this section The third is called Easy Query or EZQ which is sophisticated enough that we dedicate and entire section of this manual to it See Section VIII below The first category of Screen Driver unique reporting tool is called Phrase Reporting This tool is designed to let you get
7. When you sign into the Norse server you may see one or more Informational Windows before being presented with your Starting Menu If there are any such windows you will find that each has just one control an OK button Read the notice then click OK and proceed through the process until you get to your menu The informational windows may be any of several types System Bulletins can be posted by the administrator for all the company to see You may also see job specific type notices For example accountants may see an advisory reminding them as to period closings and System administrators may see alerts as DBA chores past due And lastly there may be Ticklers addressed specifically to you or to your department See heading II D below for more on Ticklers You will notice that this menu system has a Green Screen look and feel even for users with a GUI preference Microsoft Windows menu methods are sufficient for simple File Edit Settings Help lists but are not particularly user friendly for serious business applications with over one thousand selectable programs reports and procedures each with multiple help links Figure 2 Typical Starting Menu 2 AccuTerm 2K2 NORSE v 1000 10014 2 Bl rie Edit View Tools Reset Window Help zial Xj ose eo Be ARN Ge Es ug Sd 0031 dhopper Practice Master Menu WELL MANAGED COMPANY ol Capital Equipment faint c
8. amp ccount Distributed amp moun Expected Cost Discounted amp mour ro mthi P 9 9 9 1919 19 0 9 9 9 9 19 0 Bo 9 gt gt gt gt 1 gt 1 gt 8 o DIDIDIDID r r r7 DIr 20 20 ese a3 Cc Cee ease 2 Layout Window Figure 42 shows the sample EZQ Layout window where we are building the definitions for our query With the Create Date word active in the dictionary window we need only click the designer layout cell at Dictionary 2 to change our query from a DateDue to a CreateDate report This layout screen provides a good sense of what our query output is going to look like including column headings Control break lines and column totals We need only to manipulate this image to control what our query will actually produce when we run it Figure 42 Sample EZQ Design Layout window E Z Query PARTIAL PAYS2 Design Sheet ES Eile Edit Columns Tools Help Current width 68 1 2 4 5 6 UPPLIER 4 DateDue AmountPaid AmountDue CREATE DATE 1 Sort Priority Bigger Values A Exploding Col Heads Amount SUPPLIER DateDue CREATE DATE sx 02403409 03 FEB 2009 xxxxxxx 02 03 09 pl 03 FEB 2009 ax 02 03 09 03 FEB 2009 The Menu Bar items hear on the Layout page include File Edit Columns Tools and Help The
9. but rather as the body of an e mail per se e You will be prompted to enter the Addressee s and Subject line for your e mail e The addressee will see a Reply To equal to that which you specified in your system sign on parameters e The e mailer is not magic It cannot circumvent internet size limitations Vill Building Queries Screen Driver offers users an exceptional database query tool named Easy Query or simply EZQ The access to EZQ processing starts when you touch the minus key while at any application menu What launches is actually a Screen Driver maintenance screen complete with Browser to help you find existing queries and or oversee your process of building a new one Figure 40 shows a sample of an EZQ Library Header screen where we have retrieved a query named PARTIAL PAYS2 Figure 40 EZQ Library Query Header Screen EZQ Library Update l D x File Edit Links Help EZQ NAME PARTIAL PAYS2 Description E P INVOICES WITH PARTIAL PAYMENTS File name Security Owner Password Cancel Save exit The Links available from this screen include Design Run Users and Notes We will start our EZQ section of this manual with a discussion of the general concepts In the second part we deal with detail descriptions and discussions relating to the EZQ Designer How queries are created These menu links are d
10. category is Attachables and within this category there are three different kinds of things which might be attached to the record you have open for maintenance In all three sub categories you have the option to both look at items already attached or make new attachments of your own a Notes The simplest form of an item attachment is called an ItemNote The Link to Item notes will always be through a subroutine type link to NotesManager When you click on this link you will see a Notes Index window similar to the one shown in Figure 24 Figure 24 Item Notes Index SupplierFile 21 Notes Jo xj Click Note line to Edit Created Description OD 0518 95 SAFTY ISSUE Shop Accident 5 15 95 Litigation alert 11 22 05 Notice of name change Today Create a new Note TBD Connect an existing note to this SupplierFile Item In this example we took an Item Notes link from a SupplierFile maintenance screen where we had already retrieved supplier number 21 for maintenance As you can see in the Note Index window this supplier has not one but two notes attached Note Items 100 and Note item 107 To See or Edit the specifics of either of these notes we need only to click one of these note numbers Figure 25 shows the details of Note Item 100 Figure 25 Detail Item Note Note 100 SAFTY ISSUE Shop Accident 5 15 95 Litigation E IELXI Edit Title
11. 30 2Multi line Text fleldS oooonccnnnnnnnnnnnnoonccnonnnnnnnnnonoroconononnnonononoccccnnnnnnnonnnos 31 3Multi line Test Tields seeded eh e eret nad com HERE UR Wien eae ieee Sie 31 ZODUOD ICIS vas aeo esas ses debt use een E acu aegis Soda E oie us 32 C Fields with ISTO WSCIS A eet EORR pistas 32 D Spreadsheet like windoWs seesssssesesessessssreessserersrsrressssreesssereessseressssererssereeses 33 PAS RANKS ata 35 T Sub Wimdo Ws eet tb bep od ack yaa ipla im Re hepate S e Bt 35 DSELVICES 36 SAU achabless RO 36 PAC CCS Si Help boa 43 IV Argument Windows The GetArgs method ssee 46 Y Controlling Repo ida 47 A Phrase Reporting vero tidad 47 First Case A A Seana ai esae a UNE 47 Second Case A little more complicated a little more powerful 48 B File Selector escindida Ote bn Ced da la t edu PRIME cru ed HR 49 C Reports with POLIS AAA IES 51 WAT ian UA o odi s 33 VIL Output Presented m Text windows eere ertt e i ten Ee eee EHE M ERO PER VES EE RAA NUUS 55 wolf e 56 B Edit Menta iden id 56 CES SN MEU vc ccd ee dais 57 NAME i lt NISI NL 58 d LT bon 58 ADA DICHOBLDY Ss aee heretice A ei qi aaa dM 59 BOuery Dese nez oed ces Gas estuve els oe Suse es ee E 60 1 Dictionary Window iiiter ti ee ise eL sanador idad 60 2 E YOU WMAOW eda scanoniaaie A ie 61 On Eayout
12. 5 000 Cancel If you click on NewRem to create a Tickler the entry screen is a little more involved as shown in Figure 32 In addition to the Title and Mission statement you will need to define the person User ID or Department who should be acting on this Tickler the Date and Time when they should be Tickled to take the action a specific Task they are to perform and lastly references or instructions which might be helpful to the addressee in the performance of the task As a general rule state the mission as a goal oriented objective There may be many Tasks taken toward reaching the goal You re immediate addressee may be frustrated at the first step Verify Receipt They may process the tickler on schedule and have to record Task Complete but mission Not Complete In this case the tickler will be rescheduled and perhaps re directed to different addressees As this sequence of goal oriented steps are taken the system will be keeping and documenting all of the efforts made Figure 32 Creating a Tickler Log entry TkIJnl 143 Created 01 29 09 06 15pm 01 xj Confirm Insurance Company has active cliam working and defending us on this accident phone and pledged to mail receipt confirmation It has not been received and we do not want to be exposed for Failure to Notify Contact The Hartford Claims adjuster James Baker who took the claim notification verbal
13. A File Menu The options available under the File menu are Print Item Print Print Setup Save As and Cancel Use the Print option if you want to Slave Print a picture of the Text Display window exactly as it currently appears This will not print the entire document or report It will only print the window as it is shown User the Item Print option to print the entire underlying document This option is sometimes useful to get a hard copy version of some system report that does not otherwise have a printer options as a report destination Reports can usually be directed to a Text Display window and from there printed The Print Setup option is very much Microsoft Windows standard and let s you select which printer you want to use Portrait or Landscape orientation etc Note that Item Print operations may need to over ride you Portrait Landscape selection given the Text Geometry it currently has in process Use the Save As option to save the report or document you are looking at as a PC txt file on your local work station When you use this option you will be asked to assign the document a name under which it will be saved The system will save the document using the name you provided in your default File Transfer Directory See session sign on arguments at the beginning of this document to see where you specify what you want to
14. File menu provides options for Run Save Save As Cancel Print Print Setup and Exit You use the File Run options when you think your query is defined the way you want to see it and you are ready to see the real thing Use the Save and Save As options as you would in any Microsoft Windows application I e Save a query that is good before you experiment with some change that may not be Use Save As after you have retrieved a working query and want to build a new one which is a variation on the first The Print and Print Setup options let you print the Layout Page and the Cancel and Exit options both end the EZQ design session The Edit menu provides access to the typical Cut Copy and Paste functions that may be occasionally useful within the designer but which mostly are included just for the sake of completeness The Columns menu provides assess to options for Append Insert Delete Move Left and Move Right Except for the Append option these services require that you first select one of the existing columns by clicking on the column number above the column you want to process If in the example if we want to Add a column for Create Date rather than use it as a replacement for DueDate column then we would click the 3 above the AMOUNT column and t
15. Group Labels The words Maintenance and Lists in Figure 3 are examples of Group Labels They are not selections but rather simply text elements added for readability and to help you visually locate the selection you are looking for Selection Lines The meat of any menu is of course the selection lines At first glance the selection lines in Figures 2 and 3 appear to be simply little text lines In fact each menu line will consist of up to 4 elements as follows e The Text Lines per se e A Fast Key letter e A Menu is menu symbol e One or more Help Text documents The Text lines are intuitive They simply tell you what the selection is or does The Fast Key letters are optional A few menus may not have any usually menus with more than 26 selections You can tell what each selection s Fast Key letter is because it is shown in an alternate color scheme Note that in the example menu shown in Figure 2 the Fast Key letters are embedded within the selection Text Lines By contrast the example menu shown in Figure 3 places the Fast Key letters in front of rather than within the selection text lines This is irrelevant to operations The person who created the menu simply chose one way of the other for readability The Menu is menu symbol can be seen in the example menu shown in Figure 2 It is the greater than sign gt at the end of all the
16. TEACHE MYRTLE BEACH 224 P 05 29 87 3 5 18 BRIDGEPORT RETIRED TEACHE BOSTON ZOO P 03 15 87 3 2 BRIDGEPORT RETIRED TEACHE TROPICANA CASINO Programmers can in any instance where they call a Screen List Box configure it to allow you the user to have access to some sub set of the following options Choose One or Choose Multiple lines Add lines to the list Delete lines from the list Edit Change the text of a lines within the list and or e Re order move lines up down Screen Driver will in any given instance of a Screen List Box provide you with an Instruction Line which will make it clear which options are available to you in this instance Here are some general rules e In list boxes without any advanced options a single left click is sufficient to select an item and close the list window e In list boxes with advanced functions a single click selects a line for processing e g to be edited or moved and a double click is used to select and close the list window e In list boxes with advanced functions there will be a Lines element within the Menu Bar This Lines menu provides access to functions like Append Insert Delete etc as may be appropriate for this instance of list box VII Output Presented in Text windows As you run your application you will frequently find information presented to you in the form of Text Inside a Window This is frequently the cas
17. by hitting lt Enter gt or Tabbing down to later fields or clicking on some other control You should be aware that Screen Driver potentially does Field Default type operations when a Text Box or other field type Gets Focus Similarly it potentially does Field Validation type operations as fields Lose Focus In either of these modes these Business Logic operations may require that you re do something or do things in a different order etc On screen messages will provide clear guidance There is one aspect of changing a Text Field s content which can be a little tricky If the field is blank and you type something in there it s fine Similarly if the field has something in it already and that something is wrong changing it is also OK But if the field has something in it already and the field should become blank then you ll see the wrinkle If you simply delete all that characters in the box and then press Enter then Windows will report to the server that you entered nothing And the servers treats you entered nothing as no change Le the erroneous data will persist The trick is Type in two spaces Screen Driver will recognize this scenario and will not store the spaces but rather cause the field to become blank Z Multi line Text fields In the Figure 21 Sample maintenance window Part Description is a good example of a multi line text field As the name and shape
18. commands eet en esentium P enini w M SRM i d puis 63 SERUEACLION WIHOO WE io ee 64 4Options Bir a va 65 C Query Test Save and Recall cositas e ba e S aas 66 D Query Ownership and SecuritY cccconnnnnccconnccnnnnnanonnnnnnnncnnonnnannnononnnccnnnnnananananons 67 Query Owner field css eue on EFC RN I EPI DEN DUANE M HN opa pu 68 Security Password field iei tee ye iras 68 I Introduction Norse Systems Inc strives to provide clients and their employees with application software which focuses squarely on bottom line performance To that end we have compiled a very simple yet very powerful set of object oriented methods which provide a standard approach for operating the various components of the systems This standardized set of methodologies is called ScreenDriver It is the goal of these standardized methodologies to enable you the operator to become fully functional across all the basic operations very quickly and to also provide feature rich power tools which will be mastered over a longer period of time To accomplish the Quick Start we strive for three things 1 Respect for user preferences 2 Intuitive operations and above all 3 Standardized methods Respect for user preferences starts with your choice of Screen Driver operating Mode When you first sign on to the Norse System you will be presented with a window of settings which you can change and which will govern how th
19. greatly from application to application depending upon how the programmer constructed the application Generally these links fall into one of three major categories Sub windows Services or Attachables To operate simply click on the Link menu and drag down to which ever link you wish to take 1 Sub Windows Sub window links allow you to navigate from the maintenance screen you are on to other screens related to the same database item For example from a Manager screen to Manager Contact Information or from an Inventory Part to it s storage locations screen Note that when you link to a sub window the buttons on the sub window will not contain a Save button but rather will have an Apply button This is because filing a sub window does not commit your edits directly to the database The information within the sub windows is just a different part of the one database record in process at the parent window You can Cancel changes on a sub window and thus Undo that portion of your item edits un applied When you Cancel Apply or Exit a sub window you will automatically be return to it s parent window The Cancel or Save issue at the Parent screen is more significant in that the Save there and only there actually commits your edits to the database 2 Services The Link entries of Services category are difficult to describe in that application programmer
20. imply you are free to type free flowing text into this field Punctuation is allowed including commas semi colons stars ampersands dashes and periods Note however that these types of fields do not sustain formatting operations A lt Tab gt or an lt Enter gt will neither indent nor advance to the next line Both will instead advance you to the next field in the maintenance window in this case the Class field Multiple consecutive spaces are discarded a field storage time 3 Multi line List fields In the Figure 21 sample maintenance window the field labeled Substitutes is a good example of a multi line List field In this case the list is a list of other part numbers which can serve as stand ins for this one In other types of maintenance screens you will often see List Type fields for things like Address Lines Phone Numbers Email addresses etc Note that in Figure 21 the Description multi line Text field does not have any lines within the field By Contrast the Substitutes multi line List field does This is how you can distinguish Multi Line Text fields and List fields When entering several lines into any such field the normal routine is to use the down arrow key to advance to the next line You can of course also position to a line with the mouse All of the normal Windows editing tools work including copy paste While in a Multi line List field you can get access to line manip
21. item 100 for details b Objects The next form of Attachables is simply called Objects These are basically Microsoft files The system currently supports uploading storing indexing and attaching objects with File Type extensions as listed below SORT ObjTypes 03 59 05pm 29 Jan 2009 PAGE 1 Ob DESCLEPE LO Nis wm ede a dag a Detatltiaiadon as MSOfficeOpen OpenOfficeOpen Type Obj Library AVI Video Clips Ob jLibrary iexplore exe iexplore exe BAS uniVerse Basic Programs BMP Bit map images Ob jLibrary paint exe sdraw exe DOC MS Word Documents ObjLibrary winword exe swriter exe ITM uniVerse Dynamic Item JPG Digital Images ObjLibrary iexplore exe iexplore exe PDF Acrobat Document PDFLibrary AcroRd32 exe AcroRd32 exe RTF Rich Text File ObjLibrary wordpad exe swriter exe TXT Simple text documents ObjLibrary winword exe swriter exe XLS XL Spread sheets ObjLibrary excel exe scalc exe The access and manipulation of objects is very similar to that of ItemNotes When an item is loaded for maintenance you access the Link which is associated with the Subroutine Attachables An Object Index will appear similar to the one shown in Figure 27 Figure 27 An index of Attached Objects ScrForms NYS MV 82p1 Objects Attach 152 In this example we have loaded and item for Maintenance in this case an ScrForm definition for a form named NYS MV 82p1 jpg type
22. not all of these tools may be available In tables that are computer sorted when they are re filed the positional tools Insert and Move tools are not available In other types of tables line deletion may not be allowed As with flat windows there are often fields columns where field level browsers are available Unlike in flat screens there is no room for browse buttons gt so instead you access them with a right mouse click directly in the cell where you want to load a value This will usually provide access to just the Browse tool but if more than one tool is listed you can then choose Browse The Browsers per se work here the same as everywhere else Perhaps only a Candidates window will appear Or perhaps a pair of windows Search Criteria plus Candidates Either way find the item in a candidate list and click it and then that code will be entered into the cell for you E Using Links On all of the F screen windows and frequently on other window types as well you will note that there is a Links entry on the Menu Bar This menu selection is your key to navigating through other screens and services relative to the record you have under maintenance In the previous example Manager Table Maintenance Figures 22 and 23 the links menus was used to call up the Contacts Type W window from the Manager Type F window The variety of Links available from any given window vary
23. objects attached to Forms definitions in Screen Driver have a special use They are print overlays As the Caption Line in this example says we have four options 1 left click the 152 to download view the object 2 left click NEW to upload index and attach an new object from your PC 3 left click Attach to associate an already server resident object to this item or 4 right click the 152 to detach it from this form The New object upload process starts by spawning a browse function against your PCs file system so you can select the DOS file you want to send attach The process looks something like that shown in Figure 28 Figure 28 Object Upload Browser a WinExpSel C File Edit Choose Select Click which line Long Name Updated Time Short Name DIR St Demo 0472472007 02 42PM St Demo 0 lt DIR gt Streets 12 08 2008 09 34AM Streets 0 lt DIR gt Temp 01 29 2009 04 21PM Temp 0 lt DIR gt WINDOWS 0171472009 07 26AM WINDOWS 0 lt DIR gt WMSDK 08 17 2006 06 45PM WMSDK 0 lt DIR gt WUTemp 0771872004 03 06PM WUTemp 0 AUTOEXEC BAT 10 10 2003 09 32PM AUTOEXEC BAT 0 CONFIG SYS 1071072003 09 32PM CONFIG SYS 0 gdiplus dll 0570472004 10 53AM gdiplus dll 1 645 320 LogiSetup log 0370472007 09 39PM LOGISE 1 LOG 183 mtatumsclient lna ngaz2872nngs n4 fn3PM STATITG 1 T OG AAS Ly Cancel OK Files are stored on the corporate server us
24. sarTy ISSUE Shop Accident 5 15 04 Litigation alert Note On 5 15 04 a faulty torgue converter blew up in the maint shop injuring employee 101 G Miller and employee 203 E Cloud The supplier of the part was Supp 21 Good4Nuthin Drive Shaft Systems The inventory Part Number for this converter is 9876123 The employees Good4Nuthin and Well Managed Company are entangled in litigation While we cannot blackball the supplier Although 2 of these parts remian in inventory they are to be neither used nor disposed of until m Where Used File EmployeeCoeFile 101 EmployeeCoeFile 203 InventoryFile 9876123 SunnlierFile 21 11 08 05 02 29pm dhopper 11 22 05 05 D 5pm dhopper 11 22 05 05 03pml dhopper 11 29 05 05 M3nm dhnnner z IV Auto Alert Detach Cancel OK As you can see the Note detail contains a Title a note Text area a History list and a Where Used list You are free to edit both the Title and the Note per se however the History and Where used are maintained automatically by the system The History tells you all of the people who have made changes to this note item The Where Used list shows all of the database tables and table items which have an attachment to this note If as is shown in this example a note applies to more than one record in the database then each of the items to which it applies must be maintained to reflect the atta
25. selections When you see this symbol at the end of menu selection line it simply means that this menu selection does not in and of itself actually run anything Instead it will simply lead you to a lower level menu The fourth element of the menu selection line is it s associated Help Text item s The system lets you ask for help in several ways as discussed further below A Selection Methods While in any menu screen you will need to navigate These means both moving up and down in the menu hierarchy as well as up and down the lines within the active menu Between menus there are two directions you can go backwards to the previous or higher level menu or forwards to some sub menu or function associated with one of the selection lines Backwards or Menu exit To go backwards you can either hit the Escape key Esc on your keyboard or hit the letter X as in eXit It doesn t matter which you use or if the X is upper or lower case In any case the menu exit operation will take you back to the previous menu If there is no previous menu in other words if you are exiting from your Startup Menu then the system will clear the screen and prompt you with a line like the following O ff C ommand mode or R esume _ If you really intended to log off the system Hit the letter O Off to confirm your intent If you want to enter Command Mode discussed below then Hit
26. set to Your keyboard flavor is set to Your log i meer NORSE PRACTICE You are running on process number 0031 179 AP1C Accounts Payable Repor AP1 C 21 ACCOUNTS PAYABL Menu Instructions Execution Specification Exit Return to continue E NORSE v 1000 10011 1 O NORSE v 1000 10014 2 FREEMAN v 1001 10010 4 h 3203 easyco net 5 amp sshi000Norse 7 SSH V 1058 Arthur F Mulli Y Heoz21 Eleoz241 Bivr220 amp jIde Y Capture off e Telnet connected to 127 0 0 1 port 10014 When you are finished using the Menu Help function move the pointer gt to the Exit line and press the Enter key You will be returned to the menu where you started B Command Mode The Dot command Sometimes while in a menu users will want to do something which is not an option on their menu but neither do they want to leave the menu they are on Perhaps you want to study COD Cash on Delivery purchases in preparation for credit negotiations with some suppliers You may have navigated up and down menus and found the report which gives you the purchases listings in the format you want But in order to run the report you need to know the system Terms Code for COD receiving You could exit the menu navigate to the Accounts Payable Tables menu where a Terms Table List option exists But then you would have to re navigate to the reporting menu where you started
27. the most powerful available It does however offer some unique capabilities as follows e tis accessible via a single key stroke the Plus key e It offers not one but 20 memory locations e The memory locations are not transient They will still be there the next time you invoke calculator even if that occurs in a subsequent session e Certain UniVerse specific tools are included Internal External conversion of Dates and Times e Several useful constants are pre loaded into memory locations for easy access e It offers built in help instructions When the calculator is invoked it will appear something like show in Figure 6 Typing a question mark accesses a complete guide to its capabilities Within the guide use the Enter screen to advance through its successive screens The pre loaded constants are in memory location 17 thru 20 These are 17 the Fibonacci number included mostly for fun 18 e then natural log base 19 m pi the geometric ratio and 20 the number of days in the year Use the calculator F6 command to set precision to 6 decimal floating point precision to see these and other numbers in greater detail Figure 6 The Desktop Calculator Bl Ol x Eile Edt view Tools Reset Window Help l x D q Ba Sun Vai ea ee MEMORY LOCATIONS 14 768 0 678 ooo EP E EP Q 0 0 0 0 0 0 0 0 0 0 0 0 Zs d du w a NORSE v 1000 10011 1 O N
28. the letter C If you don t want either i e if you Hit the Escape or eXit by accident then Hit the letter R to re instate your startup menu and continue working Forwards Choose a selection There are three basic ways to make a menu selection as follows e Click left click the line using your mouse e Strike the key on your keyboard that corresponds to the selections Fast Key e Scroll the Hi light to the selection you want and then press the Enter key In the last case you can use any of the following keys to scroll the Hi light e Arrows keys Up Down Left or Right e The PageUp PageDown Home or End keys e The equivalent keys 1 thru 9 as represented on your keyboards number pad be sure Num Lock is on Accessing Help There are three ways to access the help associated with a menu selection line e Right Click the line using your mouse e Scroll the Hi light to the selection you want and then Hit the and Enter e Type a question mark followed by a fast key letter Invoking help by any of these methods will usually give you more than one help option The list of available help documents for your particular situation will be shown to you in a fashion similar to those shown in figure 4 The Payable Batch Report item has been hi lighted The Enter option has been invoked And Figure 5 shows the several help options that are then available Figure 4 Sample Menu a
29. with a GetArgs window as shown in Figure 45 Note that both Destination and Format are included as Arguments to be specified at run time just as we specified on the Options tool The Target File argument is here just in case we were to choose FTP Site as a report destination The GetArgs list also asks us for Earliest Invoice Date The system needs our specification for this Argument so that it can complete the Extract Logic table Once we have specified all the arguments we click OK and our report is displayed on the PC Figure 45 Run Time GetArgs window for query PARTIAL PAYS 2 Easy Query Run Time Arguments PARTIAL PAYS2 loj x Destination Format Target File Earliest Invoice Date Cancel OK After the report finishes we see a window as shown in figure 46 This Run Event Recap report happens only when a query is run from the Layout File Run menu bar It does not appear when queries are run from the Screen Driver EZQ Header Screen Links process Figure 40 above Figure 19 Run Event Recap window for Query PARTIAL PAYS2 EZQ EXEC SUB Run Event Recap x DEST Crt MODE Normal FtpFile FileName AccountsPayable CMMD SORT AccountsPayable WITH DTE GE 1 1 82 AND WITH AmountDue NE D AND WITH LedgerAccount LIKE 01 BY SUPPLIER BY DSND AMOUNT BREAK ON SUPPLIER DateDue BREAK ON AMOUNT TOTAL AmountPa
30. word types In IBM Universe database dictionaries words are all assigned a type code of either A D dE ee or PH Words that are Type PH are Phrases for the most part just lists of other dictionary words Phrase words are used in Phrase Reporting described earlier in this manual but are not used in query processing Dictionary Word Types A and D are in a sense redundant They are both used to identify words that collectively provide a complete record layout or Column List for the table In other words they name columns of physical data rather than computed data and the set of Type A words should account for every physical column If type A words are provided there should generally be exactly one type A word for the first field exactly one Type A word for the second field etc The same is true for the set of type D words They provide you with a comprehensive view of the physical records You will frequently find that a table s data dictionary contains type A words but no type D words of visa versa If the dictionary provides the physical data layout both ways in other words a full set of Type A s and also a full set of Type D s then the Type D word set will usually be the more modern set Type I words are the modern version for computed columns usually manipulating type D words Type S words are typically older style manipulations of Type A
31. words also denoting computed columns Unlike Type A and Type D words there is seldom any redundancy between Type I and Type S columns If you are looking for a dictionary word that corresponds to a computed column then generally you will want to look for the appropriate word in both T and S word groups It may frequently also be useful to look at the T and S word groups for alternate definitions of physical columns You may find words there that are trivial computations or even synonym words You may find synonyms which show the same data as an A or D word but which use a different column width column heading or numeric precision Perhaps a D Type word for field 17 is SalesDollars and an I Type word exists like SalesKDollars The Kdollars alternative may be preferable to your query with a smaller column width and a heading like Sales 000 B Query Designer When you invoke the EZQ designer you will automatically see two windows The first is the data dictionary window and the second is the Query layout window Essentially you are going to be selecting a word in the dictionary window and then clicking the top of a column in the design window to drop that word in as a definition of what you want in that column of your query 1 Dictionary Window Figure 41 shows a typical Dictionary window used by EZQ In this case we are defining a query against the AccountPayab
32. 7 Student Browse Another sample Browse Criteria window StudentFile Browser Choose ONE Criteria LastName FirstName SoundexWuoards smyth StopPoint RouteNos School Phonex DUE Cancel Search Always be aware of the Status line at the top of any of your browse candidate windows In figure 18 this is the line that reads Status 3 Reached end of matching items 40 matches Candidate Pages are limited to 100 items at a time Also pay notice to the vertical scroll bar on the right side of these windows You may need to scroll up or down to see the entire candidate listings on your current page You can use the Next and Previous buttons to navigate through an unlimited number of these index pages Figure 18 Student Soundex Matches for Smyth StudentFile Browser Choose ONE Criteria ojx Status 3 Reached end of matching items 40 matc Student Lname DOB Sch StopPT Mon MRoute NDH t LL 23297 SINDHU SIR J 521 WTN 1136 23299 SMITH ALEXANDRA 521 WTN 1286 23875 SMITH LEVI M 521 WTN 1083 24601 SMITH WILLIAM IV 531 WTN 1319 24945 SMITH RACHEL E 08 26 1996 521 WTN 5229 25928 SMITH CHRISTEN 521 WTN 5340 26022 SMITH AARON J 531 WTN 1319 27810 SMITH ZOE 531 WTN 1313 28375 SMITH KEVIN NA WTNx1014 WTN 08 28749 SMITH JONATHAN xSP 09 14 1998 501 WTN 0000 30644 DUNKLEMAN SANDY 12 25 1995 521 WTN 5411 31001 SMITH DANIEL 531 WTN 1124 31032 REYES JAMILA H 02 04 1996 521 WT
33. Delete Apply exit These window type descriptions may at first seem a little confusing but these 5 types are all there is Further you may be able to operate these windows just fine without appreciating some of the subtle distinctions between the types The key things you do want to notice are just 1 whether there are Key fields 2 If I am in a key field Is the word NEW shown and 3 am I in a Flat Screen or a Spreadsheet like window When you first start a data entry process you will be in an F Screen and there will be a record key field and there will be a browse button If you were in an F Screen and you did a link and you are not now in a Spreadsheet like window then you have to know whether or not record key processing is in vogue You may either be in an LO window where record key is an issue or you my be in an Fn Screen where record key is not an issue The thing to look for is the big Browse button near the first field LO screens have it Fn screens don t If you are in a Spreadsheet like window it doesn t matter if it is a W type or and Ln type They both operate exactly the same way and neither ever has to worry about record keys A Item Key Fields The idea behind the record key issue is really quite simple Every record in every data base table has a key In the Customer File the key is the Customer Number In the Invoice File the key is the invoice number
34. In the Accounts Payable file there are two parts to the key The first part is the SupplierNumber and the second part is the Supplier s Invoice number but it is still just one key In some files the record key is a just a simple numeric integer like invoice file When we create a new one it s key is one greater than the last one we created In other files may use abbreviations as codes and when we need a new one we have to make one up 1 Old Items If you are doing data entry work on some business table then there are always two possibilities The record or item or file or folder you need to work with is either already on file or it is not When in doubt always presume it is already on file and try to retrieve the old item for changes If for example you are dealing with Customer records and you create a 2 number when one is already on file then by doing so you will create a Business Problems Your enterprise will not be able to manage pricing or credit terms correctly if the customer calls in a address change the chance are one or the other customer numbers would get changed but not both There are two ways to retrieve a record already on file If you know the record key you can simply enter it if you don t click the big Browse button next to the record key field s and look it up In the case where you know the record key in most circumstances simply typing in the key value is comp
35. N 1326 31183 SMITH BRENDEN K 501 WTN 1129 31304 ULMEN SMITH KATHERINE 531 WTN 1105 WTN 01 31320 SMITH JACOB 525 WTN 1155 31448 BOMBARDIER JEFFREY 531 WTN 1011 31637 SMTTH TESSTCA E n1 n5 1999 522 WTN 1 711 Ly Previous Next Cancel Select There is an interesting wrinkle that can happen with browsers Consider the situation shown in Figures 19 and 20 We have entered a maintenance function for MechanicFile which is a sub set of the EmployeeFile When we click the browse button the system pops up the question window Fig 20 What is going on here is the Sub set factor There may be thousands of records in the EmployeeFile dozens of whom are already in the Mechanic file There are two possible intents of your browse 1 You may want to retrieve one of the employees who is already in the MechanicFile perhaps just to change their costing rate or 2 you may want look up an Employee who has just become qualified as a mechanic so you can create the NEW Mechanic record Screen Driver allows you to do either search depending upon how you respond to the Question window Click Yes and you will browse the smaller list of Employees who are already Mechanics Click No and you will get a search of the entire EmployeeFile probably starting with a Criteria window Figure 19 Browsing for Mechanic amp MechanicFile lol xl File Edit Links Help Employee No Name Costing Rate Cancel De
36. ORSE v 1000 10014 2 h 3203 easyco net 10 Q 82351 E so 24 1 Bivrzz0 Bide Capture Off e Telnet connected to 127 0 0 1 port 10014 D Ad Hoc Query Tool The Minus Command Users with sufficient security can at any time from any menu access the build in ad hoc query tool called Easy Query or simply EZQ To do so you need only to hit the minus key EZQ is a very powerful report creation tool which allows you the user to invent several kinds of reports You can define On screen Listings Printed Reports and even Spreadsheet Objects Data can be extracted from virtually any database table you are authorized to use and tabulated sorted and displayed in a myriad for formats The Query tool is such a significant feature of Screen Driver that it has it s own chapter in this user manual See Section VIII for complete information E Ticklers The Asterisk Command In section III E 3 c of this manual where we discuss the data entry processes of this system you will see that sometimes there are processes whereby Ticklers can be created A Tickler is just a message or reminder and it is usually created in conjunction with some data entry operation For example if you have a customer on the phone and you are entering a new charter order for him and during that conversation the customer says he wants to talk to the driver on a recent charter you would under normal circumstances
37. SCREEN DRIVER USERS MANUAL For Graphical User Interface Users NORSE SYSTEMS INC D L Hopper 1 19 2009 Table of Contents SCREEN DRIVER USERS MANUAL ccooooccccconoonccnconnnnnnncnonancnononnancnccnnnoncnnnnns 1 For Graphical User Interface Users essere 1 NORSE SYSTEMS DNC ood due teo 1 D introductio Neises ots A A a oda 4 A Few Key Concepts eiie ete add di 5 ID N vigating MenUS 4 e a tie RI RR IR Og RR Ga nM A Ud RI NAR TUR NH dc 6 Group Labels se ope eio bod e eo caia iud opa dee FUP pass ides Osa 8 SelecHolhi T3nessu sce ee ettet pue dst aii T esI RU e Usu ER 8 Ay Selection Methods 2 ne d Ee tee ete ben te foede tese t bee tel ue te dete tenders 8 ACCESSING Help iac dc t asd eic i d e e Ve Ue o va de das ved esent 9 B Command Mode The Dot COMINO ooccnnnnnnncnnocccnnnnnnnnnnnnnnocncnonnnnnnnnnaninonoss 11 C Calculator The Plus CommMadd oooooonnnnnnnnnnnnnnnnnoroncnnnnnnnnnnnnononoconnnnnnnnnnnoss 12 D Ad Hoc Query Tool The Minus Command eee 13 E Ticklers The Asterisk ComiMadd oooonnnnnnnnnnnnnnnnoonccnnnnnnnnnnononococononnnnnnnnnnononos 13 IIDOperating Data Screens The SCREEN Method eene 17 Alten Key Fields A ERES 22 IEO Ae D LSS a IRA 22 AET 23 f ERU RENE 26 2New ICIS es ecce EA LI M D nV 29 B Entering Data Into Fields secet ente cesa tae Ve d n abd aaa Re dede
38. These should be comfortable to most users Before discussing the field types individually please note that the Copy and Paste operations are dependant on your AccuTerm Settings This manual assumes that your AccuTerm gt Settings gt 7 Keyboard gt CopyPaste Shortcut is set to Ctrl C Ctrl V You can also set AccuTerm to do copy paste functions using the Ctrl Ins Shift Ins method which works equally well but we do not advise choosing a setting of none For users who are not familiar with Windows copy paste functions without benefit of an Edit menu the procedure is to e Go into the window where the Copy text already exists e Select the copy text using the mouse e Press Ctrl C on the keyboard to cause the Copy to occur e Go to the location in the target window and position the cursor where you want the paste e Finally Press Ctrl V on the keyboard to cause the Paste to occur 1 Simple Text Fields The simplest type of data entry field is the text box Examples of text boxes seen in the Figure 21 sample screen are 1 the Part Number field per se the Key field 2 the Product Line field 3 the Original Manufacturer field etc You navigate into these fields either by clicking in the box or by Tabbing into them from earlier fields Once in a text box field you enter data either by typing or pasting Once the data in the text box is correct you exit the field either
39. ar amount And if we wanted biggest items in each supplier group listed first then we would click in the Sort Priority row under the Amount column to set it as the 2 sort priority and then in the cell beneath click to set the sort to D ecending The Exploding line is a set of specifications where by you can insert an X in sorted columns to cause a sorted column to be a BY EXP type sort rather than a simple BY type sort This is a subject which is a little beyond the scope of this users manual but for user s who are familiar with the difference a simple mouse click in these cells will turn the X flags on and off Turning attention now to the lines on the lower part of the layout page the Break row is a control where you can click cells of sorted columns to indicate if you want control breaks in your report when values in this column change Lastly the Total row of the layout page lets you indicate which numeric columns of the report should be totaled Again simply click in the appropriate cells to turn totals on or off 3 Extraction Window As mentioned above the Tools menu of the layout window provides links by which you can open the Extraction Logic window and or the Options window Figure 43 shows an example of the Extraction Logic window Figure 43 Sample EZQ Extraction Logic window EZO Data Extraction criteria 15 x File Edit Lines Help
40. aunch print Batch jobs for example Print Customer Invoices or Print A P Checks the process will usually start with a File Selector and then not involve any further interaction with you the user These Batch type forms printing jobs are usually configured to one specific printing task with one pre specified form definition Figure 37 Forms Printer Which Form selection list FormsPrinter loj xl File Edit Choose Select Click which line Select Which Form N o C 4 L mna L m L1 A al L ag NYS MV 82p2 New York State DMV Vehicle registration Form Page 2 There is one additional note regarding Printing with Forms In some printing tasks particularly those that involve jpeg image files it will be necessary for you to have installed PrintWizard on your PC Additionally when this is done your AccuTerm setup parameters will need to reflect that PringWizard is available Contact your PC support staff for assistance with these setup issues if Forms printing functions are not behaving as expected VI Manipulating Lists There is Screen Driver standardized method which your application programmers will have almost certainly used within your software called the Screen List Box This List Manipulator is similar to Microsoft list boxes you frequently see as parts of data entry windows It differs in that Screen List Boxes are 1 not part of any other scr
41. cally created and assigned anumber In the second case where a code is the record key simply type the new code into the key field and then hit either Tab or Enter Your new record will be created In the last case more complex multi part record keys these same methods still work Enter the keys part s which are codes and then hit Tab or Enter on the key part If a part of a key says NEW just hit Tab or Enter and your new record will be created Figure 18 Sample Maintenance Screen Inventory Part a Inventory Maintenance n x File Edit Links Help Part Number Description Class Orig Mfg STP OrigMfgPart Line 15 gt UM En Bl Comm Substitutes Std Cost E Avg Cost 20 10W 30 SEF FST Source Tot Rec Vol 29 726 Times Ord d 4 Weight Last Dt Sold 4 07 Cash Refund Movement as CYON Lead Time 5 Comm Group Bl VMRS Code Price Tbl ID PAINT Ex Cancel Save exit When we say Screen Driver will create the new record for you we should be clear a skeletal record will indeed be created with your record key but that record will very likely not conform to all the business rules it must satisfy in order that it may be filed back into the database To begin with most new records in any table will have at least a few Required Fields Screen Driver shows Required Fields with a yellow Hi Lite background Figure 21 show that 4 fields are requ
42. ch Criteria window Charter Header Choose ONE search criteria SoundexName fo Cust is o Inst IMEEM PaymentNumber MEM Person Y Y MMCity Patronld Cancel Search d il When using a Search Criteria window you should keep a few things in mind Less is More Just like when you are browsing the Internet there is a tendency to try and type a search value or phrase which is very specific to what you are looking for When you do so you often get Cannot find any such thing Typing less improves your odds but risks returning candidate lists that are untenable You may need to try several different approaches Field Specific Match Criteria Unlike Internet browsers Screen Driver usually allows you to associate your search value with just one part of the table See figure 15 as an example The browse will return candidates where the first two digits of Customer Number are 18 but will not clutter up the candidate list with items that have 18 Invoice numbers or 18 Patron numbers etc One Search Value at a time Although planned for future releases the Screen Driver Browse method does not as of this writing support using multiple Field Specific match criteria concurrently Figure 16 Sample Browse Candidate Window Charter Header Choose ONE search criteria Status 3 Reached end of matching items 8 match Q
43. chment In this case we did maintenance on the EmployeeFile Browsed for or otherwise loaded Employee number 101 went to Links Notes Manager and used the Attach option on that records Note Index screen and then attached Note 100 to that employee This process was then repeated for Employee number 203 Then we entered maintenance for the InventoryFile part number 98761223 and did the same thing there The Where Used list is thus automatically built by the system The Auto Alert check box allows you to flag notes that may be critically important This has the effect of automatically alerting maintenance operators throughout the enterprise of important situations When you enter maintenance for any item with an Auto Alert message attached you will be immediately notified In other words If we were now to enter Employee Maintenance and either browsed for or directly entered Employee number 203 we would see a notice as shown in Figure 26 When you see such a notice just click the OK button and the Maintenance Screen you are loading will then load the record requested Once the record loads you should generally immediately to the Link to Notes manager and read the details of that particular note Figure 26 An Auto Alert Notification AUTO ALERT x A The item you are loading has been flagged for an auto alert message as follows SAFTY ISSUE Shop Accident 5 15 04 Litigation alert See note
44. consider that EZQ Security is in addition to Screen Driver security which is itself in addition to database uniVerse and operating system Linux security For example if you query reports from the EmployeeFile other users will not be able to run your query unless their Screen Driver Security Profile authorizes access to that file Access will be denied to those other users even if you choose EZQ security mode NONE Also remember neither Screen Driver Security nor EZQ Security can be deemed truly secure from any user granted SYS4 access privilege The Security Type field If you want to limit others from changing and or running your query the first step in doing so is to specify a security mode There are four security modes to choose from These settings in combination with the other security related fields Password Owner and Authorized user list let you control who besides yourself can modify and or run your query e MODE NONE or blank Use this mode when little or no security is needed Essentially all system uses have access to change and or run the query Access is unrestricted even if the authorized user list is populated and or the password field is non blank e MODE PWD Use this mode for straightforward Password security Any All users who know the password may run the query The owner and only the owner may make changes When you use this mode you MUST define a password e MODE USERS Use this mode
45. ctionary word is suffixed with or s are the ones that allow you to specify more than one match criteria If you want to use the JobNo s field in figure 36 example you could enter 36 48 192 to select Dispatch records associated with any of those three job numbers Spaces after the commas are OK e Fields with Code Lists for example Job Type and Event Type in the example allow you to choose multiples as well Use Shift Click to select ranges or Ctl Click to select individuals e Labels with Min or Max prefixes for example MinDate MaxDate in the example allow you specify minimum values and or maximum values for the field in question e As with other Screen Driver windows fields with Browse buttons gt allow you to look up codes to use for match criteria in the specified field e Don t be surprised if there is some screen variation Application programmers may build more than one File Select definition for any given database table C Reports with Forms In many Screen Driver data entry windows you will find a Link for Forms Printing Likewise you will find that many times certain of your Menu Selections correspond to Forms Printing In these cases your application programmers have taken advantage of Screen Drivers basic Form Printing methodology The Screen Driver Forms Printing Tool is a powerful set of methodologies allowing for e Defining Background forms as Tex
46. e and Cancel buttons are enabled do what ever you need to do and then move on Understand that this is important even if you are the only person in the whole company who maintains this particular table In the case of a Customer table for example even though you are simply corrected the spelling in a customer name while you have the record open you may be preventing sales from being able to book a new order from that customer or blocking accounting from processing a payment they have sent in On the Menu Bar pay attention to the Links item Many perhaps most maintenance screens have one or more link selections leading to other maintenance windows or to services available relative to the item you then have in process 2 New Items Once all efforts have been exhausted to assure that your Customer or Invoice or Student etc does not already have a number in the Database you will need to create a new record All files have record numbering or naming rules which lead us to just a few possible situations Either 1 new records are given computer assigned number as record key or 2 records are given codes you enter as a record key or 3 some combination of the two In the first case sequentially numbered files the word NEW will automatically appear in the record key field as soon as you open then maintenance window All you need to do is hit lt Tab gt or lt Enter gt and your new item will be automati
47. e Aao Umea LR harter Manager Tables Maintenance Lists A Destinations Destinations B Price Codes PriceCodes 8 Equipment Radius Equipment Radius DN Mileage 0 Mileage lg Branch Table Branches lj Vehicle Codes Vehicle Codes Vehicles D Vehicles u Tariffs b Tariffs I Deposit Tariffs M Deposit Tariffs Cancelation Tariffs MW Agents Group Types M Group Types D Cancelation Tariffs E NORSE v 1000 10011 1 O NORSE v 1000 10014 2 FREEMAN v 1001 10010 4 h 3203 easyco net 5 sshi000Norse 7 amp SSH V 1058 Arthur F Mulli E209 Beo241 Byt220 Bide UY Capture Off j Telnet connected to 127 0 0 1 port 10014 As with any menu you are presented with several selections from which you may choose The menus will usually also have a Title area and in some cases group labels Title Area Depending upon the system administrator who built your starting menu the title will consist of some sub set of the following e The port number you are signed in on 0031 in Figure 2 not used in Figure 3 e The UserID you are signed in on dhopper in Figure 2 not used in Figure 3 e A Static Title Practice Master Menu in Figure 2 Charter Manager Tables in Figure 3 The name of the Company you are signed into Well Managed Company in 2 not used in 3 The current Date not shown these examples The current Time not shown in these examples
48. e system will work with you during the session This Settings window is shown in Figure 1 Figure 1 Screen Driver Session Parameters Specify Session Parameters Forms Queue ro eMail Address daveh norsesys com Term Settings 8024002813258 FT Directory C TEMP Terminal Type Mean Office Pkg Windows Pref EX Msg Language Password Reset Persistent Keyboard Comp Number Comp Password Monitor Res oz4x768 y School Dist Slave Type T3 Instructions Print amp dapter x Help Cancel The Help button will explain most of the fields Please take notice of the 4 field Windows Preference If you specify Y es you prefer a user interface based in Microsoft Windows GUI Mode than that will be the case throughout your session If on the other had you would rather work with the older style of user interface sometimes called Green Screens then choosing a Windows Preference of N o will cause that to be the case IF YOU CHOOSE NO HOWEVER YOU ARE USING THE WRONG MANUAL This manual is dedicated to describing user interface method standards for those operating in GUI Mode For those of you still in this Manual GUI users let s look further at the session parameters window To let you further control session settings to match your preferences you can choose things like Monitor Resolution to make screens bigger or smaller you can choose the kind of office package you want to use when t
49. e when you invoke a Help function when you select Window as the destination for some report or when you run programs which simply use this form of output Like most other recurring situations Screen Driver has a standardized Objectized methodology for allowing you to manipulate these Text Display windows Figure 39 shows the output of ListDDD List Detail Database Definitions that has been directed to a Window destination Figure 39 A sample Text Display window ListDDD i lol x File Edit Send InventoryFile Definitions as of 02 03 09 Page 1 Part Number Part Number Description Description D 1 TS Supplier 2 SuppNo MC 40 58 61Y D 3 RS Cost StdCost STANDARD COST OnHand QtyOH F MC 6 21 23 OnHand 28 31 34 3 6 QTY ON HAND SellingPrice SellPrice SELLING PRICE LastPhysical LastPhy LAST PHYSICAL Class PO Nun Text Display will if the information it is handling is not already broken into pages paginate it into blocks that would roughly fit onto 8 1 2 x 11 paper To navigate all the information in the display you will usually need to use both the scroll bar to move up and down within a page and the Prev and Next page buttons at the bottom of the window advance through pages You can use either the Cancel button or close the window when you are done with the display Text Display windows always show a menu bar with three main options
50. een and 2 they are capable of far more manipulations Figure 37 above is one of the simplest uses of a Screen List Box In this case the tool is being used to support a Select One Item From a List requirement For you the user the key to effectively operating all Screen List Boxes is the Instruction Line In figure 37 this is the line which reads Choose Select Click which line This Instruction Line will have different wording with different usage but will always be in this location just above the list items per se Figure 38 is another example of a Screen List Box In this case the Instruction Line tells you that there is another option available to you besides just clicking your selection In this case you can right click any of the lines to see much information and therefore help you decide which line to choose Figure 38 Another Screen List Box a CharterBrowse Choose a line SIBIR Eile Edit Choose Select Click which line Right click items for more info DepartDt D H Destination Qceed to en B 12 20 08 1 7 18 RETIRED TEACHE BOSTON RED SOX STADI 483 Q 11 15 08 1 5 18 BRIDGEPORT RETIRED TEACHE GIANT STADIUM 470 Q 07716708 1 7 18 BRIDGEPORT RETIRED TEACHE BOSTON RED SOX STADI 471 Q 07 15 08 1 7 18 BRIDGEPORT RETIRED TEACHE BOSTON RED SOX STADI 454 Q 06 15 08 1 7 18 BRIDGEPORT RETIRED TEACHE BOSTON RED SOX STADI 466 Q 05 02 08 6 9 18 BRIDGEPORT RETIRED
51. emp1 gt inventory Control ic2 Pafjables disbursements ap1 gt Accounts Receivable ar3 gt leneral Ledger gl1 gt harter Order Entry coe Time amp Pay Processillg tmpy gt Accounts leceivable coear gt Marfleting mkt gt School Bus Routing rte gt Prolect Management System pms gt School Bus With Streets RteStr gt Express Reserfjation_ ersv gt Air Express Reservaljion aersv E NORSE v 1000 10011 1 O NORSE v 1000 10014 2 FREEMAN v 1001 10010 4 amp h 3203 easyco net 5 sshi000Norse 7 amp SSH v 1058 Arthur F Mulli Hoz 50 431 Bivr220 amp ide WY Capture Off e Telnet connected to 127 0 0 1 port 10014 Your Starting Menu will appear once the sign on operations are complete System administrators have the ability to re define and re arrange both menus per se and the selections on them virtually without limit Further each individual UserID may be provided with a menu completely unique to them Therefore we cannot show you in this manual exactly what your starting menu will look like We can however tell you what its characteristics will be and how to operate it in general terms Consider a typical Starting Menu shown in Figure 2 and the typical lower level menu shown in Figure 3 Figure 3 Typical Lower Level menu AccuTerm 2K2 NORSE v 1000 10014 2 M jo x la x B rie Edit View Tools Reset Window Help ose e
52. for deeper security Specifically you must use the Links menu and complete the list of Authorized userIDs for the people allowed to access the query In this mode the use of a password is optional If you specify a password in order for someone to access the query they must BOTH 1 be in the authorized list and 2 be able to provide the appropriate password NOTE that in this security mode users who gain access are authorized to both run and to to change the query e MODE OWNER Topmost security level The owner and only the owner may make changes to the query definition When you use this security mode you must supply both a password and a list of authorized users I e you and only you can change it Only users in the list can run it and then only by providing the password Query Owner field The UserID of the person who created or who now owns the query Note that the ownership may be changed at any time by the current owner or by other users who may be authorized to make changes to the query Security Password field The secret word needed to gain access to this query Note that this field has effect only when used with a non nominal security mode I e only with PWD USERS or OWNER modes
53. fully maintainable depending upon programmer provided privileges just like the fields in the F window type Required fields Columns are shown with a yellow Hi Lite Unchangeable field Columns are show with the light blue back ground You enter data into the cells of these tables exactly as you would into a field of a flat screen All normal Windows tools are available to you including copy paste functions Note that Default programs may run when you click into a cell and the Validation programs may run when you exit one This simply means the system may present you with error messages or questions as you operate but these should always be straight forward Figure 23 Manager Table Contacts window Manager Contacts nml x File Edit Lines Help C Data 203 123 4567 521 887 6543 norseman aol com EMAIL WORK leifp norsesys com Cancel Delete Apply Note that the Menu Bar in the Spreadsheet Type windows contains a Lines option This menu selection provides access to tools that operate on entire rows within the table Append Insert Delete Move Up and Move Down Most of these tools all except Append require that you first select a line To do this you simply click the left most cell on the line you want to select It should be noted that depending upon business rules specified by the programmer
54. he system makes spreadsheets of documents for you and you can control your own password reset If you use the Persistent switch you can even make the options you choose for this session to become the defaults for the next time you sign in A Few Key Concepts It should be noted that in signing in to the Corporate system you are establishing a session that involves you the operator plus two other computers 1 the PC you are working on and 2 the companies corporate data center The jargon here is that your PC is called a client and the company data center is called the server The computer software your PC is running AccuTerm makes your PC act as a terminal for the corporate server All of the key business data and the intelligence provided by the Norse application resides on the server If in the course of your work you receive a report in the form of a spreadsheet that s cool You didn t have to enter any data any yet you get to do all the things spreadsheets can do You can analyze sort graph etc Always remember however that if it is stored on your PC it represents a moment in history and that the rest of the company doesn t have access to it Do not do things like make customer lists and save them on your PC Moreover if you cannot refrain from violating the above rule know with certainty that all files on your PC are obsolete within seconds of being saved I Navigating Menus
55. hen choose Columns Insert from the menu bar The Tools menu let s us open either of two additional windows used in query design the Extraction record select criteria window and the Options window These are discussed further below The Help menu provides access to basically this instructional text on query building On Layout commands Besides dropping dictionary words onto column headings within the layout and beyond the functions accessed via the menu bar there are other commands that are done directly on the layout page In the Cells of the Sort Priority line we can just by clicking add additional aspects to the sorting of our query In figure 42 we can see the Supplier is already designated as sort priority 1 This means that when our query is run the selected A P rows will be grouped first and foremost by supplier number If within supplier we would like rows sorted by date we can specify this simply by clicking in the Sort Priority cell under the Date column In the Bigger Values line we see the letter A under the Supplier column This corresponds to Sort Priority line and can only be used in conjunction with columns which are sorted The A stands for Ascending Clicking this cell repeatedly toggles back and forth between A scending and D ecending settings If we wanted our selected A P invoices listed Within Supplier by Doll
56. ickler Item Index AccidentReport 114 Journal Tickler El Type Sts Due Description 0 0 0 0 4 Enty Created Newlog Today J jlogwhatjsthappened 26 Ow T JC A 0 H5 008 ly Cc This is atest 00000 000 is is a test ne nno mas Inhnann GEatamant m As the name suggests Journal Tickler attachments are more Action oriented then the other Attachables The are two kinds of entries 1 the Journal or Log which allows you make notes as to some action which has already happened relative to the Item you have open for edit or 2 a Tickler entry which allows you to create a reminder to yourself or to someone else that at some future point in time something should happen In the first case you click the word NewLog and in the later case you click the word NewRem Entering a NewLog will produce a very simple screen like the one shown in Figure 31 These Log type entries become a part of our records relative the Accident in question Note that there is no option to delete either Log type entries or Tickler type entries Figure 31 Entry of a Journal Tickler Log Type Entry Journal Tickler Entry lol xl Title Received notifcation from Atty for Driver of Vehicle 3 Memo Mission Per phone with Atty Dewey Cheetum representing Andrew Jackson driver of Vehcile 3 that he is willing al to settle his claim for
57. id TOTAL AmountDue CREATE DATE DET SUPP HEADING Partially Paid Invoices as of D Page P ID SUPP Press the OK button to return to the Layout page and fix any problems you noticed in the output When the Query is perfect then again consider using the File SaveAs menu option to save it using the actual name When you are done you may just close the Layout page to exit the Query designer If during your design session you have done any Save As operations using temporary names remember to retrieved and delete these test versions once you are back at the EZQ Header Screen It is a good idea when you finish building or changing an EZQ query definition to always go to the Notes function available as a Link from the EZQ Query Header Screen Once there make sufficient notes as what the query does and or how you changed it These notes can be very helpful when the query is accessed at a significantly later point in time or by persons other than yourself Notes are attached to EZQ Queries as Help Text D Query Ownership and Security As shown on the EZQ Header Screen Figure 40 above there are security related fields for Security Type Owner and Password In addition through the Links menu you have access to a Sub Window for Users which is also a part of the EZQ Access Security function Before determining what kind of security you need on you query if any please
58. ill find File Selectors at the front of several kinds of reporting processes You will also find file selectors at the front of processes for example perhaps selecting AccountsPayable items due for Check Printing They occur anywhere in you application where you must select a sub set of table rows When a File Selector runs you will see a window which contains the words Selection Criteria in the title bar and which looks something like the one shown in Figure 36 Figure 36 A Sample File Selector window Dispatch Selection Criteria lal x JobNo s JobType MinDate MaxDate EventType Employee s BusNo s C L Q poo D R U N EquipPoint gt Task s gt In this example the File Selector is for a Dispatch database table where the records rows define all of the assignments relative to the Bussing jobs the enterprise must perform Unlike with Browsers you can use any combination of the available fields to very specifically define the criteria for exactly the sub set of table records to be processed Further you may frequently use multiple match criteria within each selector field Some points to note e As with all Screen Driver windows required fields are shown with a yellow background e You will find that the field labels in File Selector relate directly to words in the database data dictionary for the table in question e Fields where the data di
59. ing DOS Short Names When you select an item in this browser it will be uploaded automatically If an object with the same DOS Short name already exists you will be asked if you want to over write the file already on the server If you are asked if it is OK to over write the existing server object be sure that you know if it is indeed the same file As soon as the file upload finished the server will automatically create and index record for it and ask you to type up a description of the object so it can be found later on by the server browsers A sample Object description Entry window is shown in figure 29 If you want to attach this same object to some other item at a later date you may not remember its object number The Attach function figure 27 will ask you what object you want to attach One of the lookup options there is Key Word and the works you type here will be available for matching Figure 29 Text Entry Window for Description of an uploaded Object ObjUpload Object UPA E NYS Registraion A print overlay for renewal processing c Ticklers and Journals The last type of Screen Driver Attachable is the Journal Tickler entry The Link item for these attachables is always done via the JournalManager subroutine Just as with ItemNotes and Objects the process begins with an index window similar to the one shown in Figure 30 Figure 30 Jorunal T
60. ired to establish a Part Number The Description the Class Raw Material of Finished Goods the unit of measure for stocking pricing this part Each Pounds etc and lastly the Standard Cost valuation per unit Note that there are four fields on this Maintenance window which have a light blue Hi Lite Times Ordered Average Cost Total Receiving Volume and the date when this part number was last on a customer sales order The blue background means the data elements are calculated by other aspects of the systems and cannot be maintained via the data entry window The remaining fields on this data window those with a normal white background should probably not be called optional but more like As Appropriate If the Part Number is class Finished Goods and it is available for sale on Customer Orders then business sense tells us it really should have a Price Table ID On the other hand many parts in this application are Raw Material class parts are not available for sale and thus it would be a waste of time to try and assign them a Price Table ID To recap Yellow is Required Blue is non maintainable and White is as appropriate B Entering Data Into Fields The sample maintenance window in Figure 21 also demonstrates the several kinds of data fields that Screen Driver uses These field types are very much normal Microsoft Windows fields types Text Boxes List Boxes etc
61. iscussed in more detail at the end of this section For now this manual will focus on the steps for creating a query These are 1 enter a new EZQ NAME 2 Provide a description 3 select the File name you will be reporting from and 4 use the Links menu to invoke the EZQ Query designer Concepts In our discussion of Phrase Reporting earlier in this manual we described a simple yet powerful tool for extracting reports from the database according to specification you the user define when you run these reports In Phrase Reporting you choose which pre defined data dictionary Phrase describes the set of Columns you want on your report Further when you run a Phrase Report if the programmer who set it up provided one you specify match criteria in a pre defined File Selector to control which set of rows are extracted from the table for your report In EZQ unlike in Phrase reports you are not confined to pre defined dictionary phrases nor to pre defined File Selectors With EZQ you are free to define your own reports derived from any table in the database At least any for which you have authorization You can choose as your report columns literally any that are defined in the table s data dictionary You have control over which and how many columns are used for sorting and control breaks And you can define Extraction specifications that perform unlimited match criteria se
62. ke windows Technically there are three variations on the header form 1 the true type F screen 2 the F screen overflow type Fn and 3 the embedded line item header LO type All three variants behave exactly the same way The only difference worth mentioning is that the F and LO types have record keys with keys browsers and the Fn has neither Operationally there are no differences Figure 22 Manager Table Maintenance Manager Table Maintenance loj x File Edit Links Help Initials Le P Browse FullName LNF PETERSON LEIF E Title CHIEF HONCHO Home Address 123 MAIN STREET APPT 3C E City BRANFORD St jer gt zip soe gt Office Address 1600 PENNSYLVANIA AVE BUILDING C 7TH FLOOR City OSHKOSH St WwW gt zip s gt Level noc Company jor gt Reports to LEP gt Cancel Delete Save exit The 2 major category of window types is the Spreadsheet like windows Technically there are two different types the Wn and the Ln but again operationally they are identical so we ll make our comments and instructions Generally Figures 22 and 23 show maintenance windows for a Manager Table application Figure 22 is a type F window as described earlier and Figure 23 is an associated Linked Spreadsheet like window for this Managers Contact Information The information within the Spreadsheet Like window is
63. le database table The column heading of the dictionary window are e Name the dictionary word per se e Type A D I or S discussed at length above e Amc Physical field or column number for Types A and D e Oconv for Output Conversion formatting D2 for Date fields means format dates using as a delimiter and show 2 digit years MD2 for Amount fields means Mask a decimal point 2 digits from the right side and use commas to show thousands millions etc e Formla for definition of the computed columns Just For Justification within the report column left aligned or right aligned e Wdth for the Width of this column if used on your report Note that in Figure 41 the word line CreateDate has been clicked It is the active dictionary word and can be dropped on the designer layout screen with just a mouse click Figure 41 EZQ Display of AccountsPayable table Dictionary a AccountsPayable Dictionary 15 xl 1 gt Name SUPPLIER POSTAL CODE PERIOD FILLER1 FILLER2 FILLER3 FILLER4 GID Date Heading OCony Formula AccountsPayable Invoice D ate Create Date St Purchase Drder Status PurchaseDrder DateDue PayDate Comments Quantitylnvoiced Register Currency Ledger amp ccount Distributed mount ExpectedCost Amount Discount mount Anger mtis Oty Reg GNumb Curr ency Ledger
64. lection against any field in your table The tool becomes even more powerful in that there are several standardized options you can employ to do things like suppress details or route the output to any variety of destinations including printers on screen windows or spreadsheets Yes you can build queries that supply virtually any data from your corporate database directly into your spreadsheets Further EZQ queries can be saved recalled shared restricted and even converted into application software menu objects by your system administrator In other words you queries can become an integrated part of your application software A Data Dictionary Before you try to design a query it is important that you are comfortable with the concept of database tables and in particular data dictionaries Database tables are analogous to spreadsheets in that they can be thought of as rows and columns For any given table words in the dictionary are the names given to the columns of the table As with spreadsheets there are usually two basic types of columns Those that contain physical data and those that contain formulas and thus show a value that is calculated rather than stored When you are designing a query you are choosing words from the dictionary which you want to be shown as columns on your report In order to choose wisely you should be aware of these dictionary
65. lete Figure 20 Mechanic Browse Interesting Question Item Id Browse x 9 Do you want to search ONLY the MechanicFile file Answer Yes to Browse WechanicFile Answer No to Browse EmployeeCoeFile 1 No Cancel One last note about the Browse It is very efficient In some technical environments where many users are transacting operations against an integrated corporate database users are asked to use search services sparingly Lesser tools are resource intensive and can bog systems down sometimes even slowing down the entire company This is not the case with Screen Drivers browse It can routinely search tables of hundreds of millions of rows without consuming significant resources Failing to use the browse tool sufficiently is much more likely to be detrimental to the enterprise The highest priority is to assure we do not create duplicate records Once you retrieve your Old item for maintenance either through entering its record key or by browsing for it the maintenance window will change The Exit button will become disabled and the Save and Cancel buttons become enabled You may make and Save changes or you may Cancel updates of that particular record but you must do one or the other before you can then Exit the maintenance application It is a good idea to avoid holding a maintenance item open for any unnecessary amount of time Once those Sav
66. lete Save exit Figure 13 Type F1 Overflow Screen for Cusotmer Credit fields w Customer Credit Info Settings B x File Edit Help Name BRIDGEPORT RETIRED TEACHERS Interest Flag IY Start 20 gt Rate Credit Flag v Start po gt Limit 0 00 Average Days Minimum Maximum Hl 7 i Number of Invoices A Last Payment Amt Number of Payments Total Order s Average Payment High Credit Last Payment Date m Current Credit Save exit For completeness lets look at one more set of data entry screens Figure 14 shows three separate Screen Types on one desktop In the upper left we started Purchase Order data entry for PO number 43 From that window we did a Link to the Purchase Order Lines window an LO type screen From that window we in turn did another link to the receiving window an L1 spreadsheet like sub window of the purchase order line item showing potentially multiple lines of receiving occurrences Figure 14 A Screen Tree of Type F Type L0 and Type L1 Purchase Order Maintenance Ele Edit Links Help PO Number 4 Browse Department IGENERAL ELECTRIC Branch Ship Terms AVP Terms Ship Via Noc Line No Issued Printed PartNo Description AIR FILTER FOR LN8000 AIR FILTER LN8000 GEE 43 Material Received Supplier Part No FLTER amp File Edit Help Quantity Units Unit Price Promise Date Type Cancel
67. letely straightforward Just type the key into the field then press Tab or Enter and the record will load into your window About the only wrinkle that will change this is if the table in question uses a multi part key but this is also simple and straightforward For example Accounts Payable invoices may be filed first by Supplier number and then second by specific Invoice number In such a case the maintenance screen simply has two fields the first Supplier Number and the second Invoice Number Type in the first field hit Tab or Enter to move to the second field then type in the second part and hit Tab or Enter again and the record will then load In the case where you do not know the key of the existing record Screen Driver provides a powerful search tool to help you find it The Browse button What happens when you use the Browse button depends on some circumstances In the case of little tables a list of all the records on file may just pop up in a list window This is called a Candidates List and you can choose the one you want to maintain simply by clicking it In the case of larger tables the Browse process will entail two windows the first being Search Criteria and the second be the Candidates List You can go back and forth between these two windows any number of times until you find the record you want to retrieve for maintenance Figure 15 Sample Browse Sear
68. lications may functions offer you the user exceptional flexibility to control standardized Objectized reports and processes You generally do this by specifying Arguments or Parameters which effect the way programs run The standardized method for argument entry is called GetArgs GetArgs appears as a window resembling a Screen data entry window A primary example of a GetArgs window is the Screen Driver logon window show as Figure at the beginning of this manual Just a few notes are appropriate In a GetArgs window you will never have a Save or Apply button These windows simply have an OK for you to use when to have all of the fields set the way you want them There is no Menu Bar There are only two navigational directions OK Go forward or Cancel Go back Help instructions if provided by the programmer are available to you via a Help button in the lower left corner of the window Copy and Paste functions are available but only via the Windows Ctrl C Ctrl V keyboard functions Field types corresponding to the individual arguments you are entering are all simple Windows standard data fields As with Screen windows Required fields have a yellow background Screen Driver browse buttons gt are used in the same way they are in Screen windows GetArgs sometimes uses Pull Down lists Which Screen windows do not currently use
69. ly over the VERDEL Verify delivery 800 555 1212 Clmtt 55244783 E F Accessing Help Last but certainly not least you will frequently have questions while operating the data entry and maintenance windows of Screen Driver The mechanism for doing so is the Help selection of the Menu Bar on every Screen Driver screen Figure 32 Maintenance Screen for Charter Destinations w Charter Destination Maintenance FENWAY PICK UP POINT NOT THE SAME AS DROP OFF POINT Bus will pick you up after the game outside gate 17 Consider the maintenance window shown in figure 32 Clicking on the menu bar entry Help and then the sub menu Help again produces the Help Navigator window shown in Figure 33 Figure 33 Sample Help Navigator Help Navigator E ici xj Available o Click to open Amc Name Help 002 Type o o 3 003 Name o 4 004 Address o 5 005 City o 6 006 State o FILE CharterDestinations o Zip o Record Keys o This simple Help Navigator provides easy and direct access to all of the documentation provided by the programmer which is specific to the screen in process The first Column Field lays out the Tab Sequence to the underlying window This is indented to help you relate the available help documents to the field on the window which they address The Amc col
70. meaningful information out of a potentially huge database tables It is useful to think of these database tables as huge spreadsheets In business applications database tables will frequently contain hundreds of columns and millions of rows Without sophisticated selectivity reporting simply produces information overload There are two aspects to selectivity Column selectivity and Row selectivity Consider for example the case on an Inventory File The columns enumerate for each part number defined many data attributes such as Description ProductTypes UnitOfMeasure Warehouse Location QuantityOnHand StandardCost SellingPrices Suppliers Purchases and CustomerOrders First Case Simple Report If you have a mission that requires reporting from the Inventory database table then the mission will usually suggest your selectivity needs For example If you want a report to help you negotiate better purchasing of something you will want to see only columns like UnitOfMeaser Cost and Purchases Further you will want your report to include only Part numbers rows of some specific ProductType Other columns and rows do not want to be on your report Concepts e The columns of every database table have names e These names are defined in a Data Dictionary associated with the table e Every standardized reporting tool needs a list of colu
71. mn names e A Dictionary may contain one or more Words called Phrases which are themselves just lists of column names e Phrase Reporting works by letting you choose one phase name to specify your column selectivity Figure 34 Simple Phrase Report Inventory File Destination and Format for Selective Rep ic xl Destination Format Help Assume that you have made a Menu Selection for Phrase Reporting of InventoryFile The process will start with a GetArgs window as shown in Figure 34 There are two arguments to specify 1 the report Destination i e where do you want the report sent and 2 the Format meaning Which of the defined Phrase Names Sets of Columns do you want on your report You choose your destination by clicking the appropriate Option Box and you choose the set of columns you want to see by selected a Phrase Word from the drop down list The Phrase Word should always be present and is by definition the default sub set of column names Other phrase names you will find will vary greatly depending upon the type of database table To get the report you will simply set these two arguments to define what you want and then click OK Second Case A little more complicated a little more powerful There is a second class of Phrase Word that may sometimes exist within the dictionary of the database table you are reporting from These Phrase Words a
72. nd Help Navigation J AccuTerm 2K2 NORSE v 1000 10014 2 a File Edit View Tools Reset Window Help aig x DS qe ASS MEAT Accounts Payable Reporting Payables Disbursements Cash Requirements payables Check Register A P Aged Balance Report Disbursement Report A P Account Distribution Disb Account Analysis Payable Batch Report Outstanding Check Report 1099 Supporting Report Disbursement Batch Report Analyze AccountsPayable Disbursement Phrase Reports Payable Phrase Reporting Payable Research Info Suppliers Supplier Listing EWES Terms Table Listing E NORSE v 1000 10011 1 O NORSE v 1000 10014 2 FREEMAN v 1001 10010 4 h 3203 easyco net 5 amp sshi000Norse 7 SSH V 1058 Arthur F Mulli Bs 50 241 Bivr220 Ide E Capture Off ej Telnet connected to 127 0 0 1 port 10014 The Help Options List can be seen in Figure 5 It is the Box providing access to your choice of four help documents or the Exit of the Help function Choose any of these 5 lines by using the up or down arrow keys to move the pointer gt to the line you want Then press Enter Most menu help functions will provide 3 or 4 document options Numbered 179 options will generally NOT be specific to the selection line per se but will rather talk about the menu you are on in over all terms The purpose of the Accounts Payable reporting menu is to Coded AP1 C 21 documen
73. nu You can look at 1 the History of this tickler 2 You can look at the items this Ticker makes reference to I e you can directly look at the records for Tdesc item Bus number 3041 and or look at the records for Customer number 18 Or 3 you can look at notes others may have made on this tickler or even make notes of you own on it Our selection in Figure 8 indicates the next task regarding this mission will be to again attempt to verify receipt Figure 8 What is the next task What is the next task x File Edit Choose Select Click which line Cancel OK Once we have defined what kind to Tickler to create for the next task The system will need to know to whom it should be addressed and when it should become active Figure 9 shows the window in which you can provide these answers By default this next task ticker will be address to yourself with a due date of 8 00 a m tomorrow But all of these defaults can be changed If the mission needs to be escalated you can change the addressee to your boss If there is no basis for expected action by tomorrow you can defer the tickler resurfacing by extending the due date etc Be sure to provide the next addressee Instructions and Info fields to help make his job a little easy Figure 9 Next Task Addressee Next Step Definitions Addressee Due Date Due Time Task Code Instruction Talk only to Jim Johnson CFO 123 555 1212
74. order for that row to be included in your report When you add lines to this table and you enter this column you will again find that there is a drop down list of all your valid choices e Arguments Match values to be compared to database rows for the given dictionary word and comparison operator Note that in the Argument column match values should generally be enclosed in quotes The convention of lt lt gt gt is used to defer specifying the match value you want until the time when your query is run The EZQ run time process will see these specifications and incorporate the enclosed prompt as one of the GetArgs elements it will look for before running the query select 4 Options Window If from the query layout window you activate the Tools Options window you will see a control that looks something like the one shown in Figure 44 Figure 44 Sample EZQ Options window EZQ Options Specifications lal x Report Headin Partiall Paid Invoices as of D Page P r EBLHOR DBL SPC Report Footin v DET SUPP PAM x G FOOTING GRAND TOTAL Total Label HDR SUPP v HEADING Run time Elections Ap r Destination Output Format NOPAGE 9 Prompt e SUPP E i 2d C Normal WITHIN E Spocle apture s 2 FipServer C TabDelimited Excel C Spreadsheet C TabExploded Check the HEADING option and you will then be able to type in a Report Heading
75. re Sort By type phrases and they allow you to not only control the sub set of database columns you want to report but also control the order in which the rows are sorted When you select a menu line that calls for Phrase Reporting against such a table the process will again start with a GetArgs window but it will be more like the one shown in Figure 35 Figure 35 Phrase Report Example 2 Destination and Format for Selk Je fm JE m EN Help Cancel Again set these arguments to define 1 the Destination where you want the report to go 2 the Format Which sub set of database columns do you want to see and 3 How do you want the rows sorted or grouped When you are ready just click OK Format Sort order Third Case More powerful still Adding Row selectivity The final case of our Phrase Reporting discussion is actually not so much an extension of this tool per se but rather the result of marrying it together with another standardized Screen Driver tool call File Selectors B File Selectors File Selectors are a method Screen Driver applies to database tables to allow you the user to specify the criteria by which a sub set of database rows can be isolated for processing The file selector method is linked by application programmers to enumerable system processes which need to process some but not all of the rows of some table You w
76. rst Name Last Name and Parent Guardian name fields Student numbers may in these instances be listed once for one field Student Last Name and again for another field Parent Last Name Soundex search criteria are supported and are frequently available This feature helps find items that may be filed with misspellings Case Insensitivity If you search for smyth and find no matches don t waste your time looking for SMYTH The first search would have already reported anything on file in either upper lower or mixed case PhoneX Convention This word with this mixed case spelling may be found in many database table search criteria windows Files such as Customer Supplier Student Employee etc which contain Phone Number fields are usually indexed on the last four digits of these phone numbers This PhoneX word is your clue on how to use it This is another example of a browse scenario where the same key may appear in the candidate window more than once e Non evident matches Looking at the examples in Figures 17 and 18 it is evident why most but not all of the candidate items were selected Student numbers 30644 and 31032 do not appear to be a matches for smyth All that is going on here is that it is not possible in reasonable window widths to show all the columns of data that are on file In this case Smith is a guardian name for 30644 and Smythe is a guardian for 31032 Figure 1
77. s Help Part Number ATF Descinton RATOMATICTRANSMSSIONHUD Class Orig Mfg OrigMfgParti Line 15 Bi U M EN gt Comm Substitutes Std Cost BE Avg Cost fi 20 10W 30 SEF FST Source Tot Rec Vol 726 g E Times Ord d Weight s awe m Last Dt Sold 01 04 07 Cash Refund Movement JAB YC N Comm Group gt VMRS Code Price Tbl ID PAINT EA Lead Time Figure 11 below shows a W type of screen linked from the F Screen in figure 10 above Note that this W type of sub window is Spreadsheet like Figure 11 Type W Inventory Part sub window of Warehouse quantities w Location On Hand Quantities File Edit Lines Help Committed 0 02 03 05 02 03 05 As another example Figure 12 shows the first F Type window for maintenance of records in the Customer File and Figure 13 shows one of its sub windows a simple Fl type for over flow information which is not spreadsheet like Figure 12 Type F Data Entry Screen for the Customer File w Customer Maintenance File Edit Links Help Customer No Browse City STRATFORD SSS Sue Boja BEREIT Bill To Contact JERRY MOHYDE Phone 378 7212 eMail Branch B gt Price Lal fi Created Salesman AB gt Volume Flg C Y N Terms Distance Discount 0 00 Cr Total Region CT gt Ship Terms gt Cr Limit 123 gt N30 0 00 Cancel De
78. s can offer a myriad of options Two types of services you may frequently see are PopInfo links and FormsPrinter links Both of these link categories are non updates so you can use them without fear of changing data inadvertently The PopInfo links will generally show you a summary of all the information on file relating to the item you have in process In other words you ll be able to see information from the entire sub window tree without actually having to Link to those sub windows individually In many cases these links will show you information related to the item in process for other files as well For example form a DriverMasterFile screen a PopInfo link might show you a good deal of information from the EmployeeMasterFile allowing you to see a good deal more information than that which is maintained in the Driver record alone The FormsPrinter services you may find as Links again vary widely depending upon what the application programmer has provided From a Vehicle screen you may be able to print the vehicle record in process directly onto the State s Registration Renewal form Or from the Purchase Order screen you may be able to print the PO you have just created directly onto the company s letterhead All of the Service type links available from one a maintenance window will return you back to that same window once the service process is completed 3 Attachables The third Link
79. t and Lines or e As PCL Graphics components optionally include bit map images and or e Either of the above in conjunction with jpg image files of actual scanned forms The forms printing tool further provides for One pass data printing allowing for the intersection of a data record from any database table with any given form Auto location of data elements onto the form is predefined as part of the form definitions The process is highly efficient taking advantage of printer memory where available to pre store both jpg overlay layers and background layers allowing page by page data transmission of only the ASCII data elements In the case of Links from maintenance windows there may or may not be asked a question as to Which Form In the case where your programmers have provided one and only one form definition relative to the file you are processing the form and your data will print directly to your slave printer without further question If however more than one form has been defined a list box will appear similar to the one shone in Figure 37 In this example we have linked to the FormsPrinter from a Maintenance Screen for MotorVehicles within a fleet FormsPrinter here is used to print Vehicle Registration Renewal applications directly onto the States Forms Simply click on the form you want to print your item with and the combination will go to your slave printer In the case of application menu selections that l
80. try to transfer the call If that driver is not available you need to get a message to him to contact the customer The Tickler processes let you do that via the system As described in III E 3 c you would make a link right from the screen in front of you The Customer Maintenance Screen to Journal Tickler processing There you would create a new Tickler with an addressee of the driver and a due date of yesterday The next time the driver signs onto the system he will during his sign on process see a message that a tickler item exists requiring his action When he gets to his startup menu he will process his Tickler items by hitting the asterisk key Just as that driver must be responsive to his tickler tasks so must you be In other words you must hit the asterisk key from time to time to see and act upon your notices Itisa good idea to check for your ticklers several times throughout the day Even if you had no ticklers assigned to you at the time you signed in new ones may have occurred since that time When you hit the asterisk key any ticklers addressed to you will come up automatically Figure 7 shows what such a notice might look like The important fields to notice here are the two option fields Task Complete and Mission Complete The Task Complete would mean Yes I checked The Mission Complete would mean Yes we got the check Through these two option fields yo
81. ts will be specific to your menu selection This selection will produce an Accounts Payable Batch report which The Menu Instructions selection will provide you with a brief recap of menu navigation commands we are describing here And lastly the Execution Specification option should always be in your list You may not find this one very interesting as a help resource per se A sample of one such Execution Specification is shown in the background of Figure 5 These help displays are present primarily for the benefit of Help Desk people in the event you need to call for further assistance or to report problems Your local system administrators may change the on screen words associated with a menu selection and thus technical personnel we may not be able to recognize what process you are talking about The Executable information eliminates possible confusion and also provides other information as to the circumstances of your run Figure 5 Help options available re Payable Batch Report JEl AccuTerm 2K2 NORSE v 1000 10014 2 B File Edit View Tools Reset Window Help ose eo Be 400 Ge ES Command De SELECTION D Payable Batch Report ato Ix x he Executable associated with this menu selection is MOX KplPAYABLE BATCH REPORT Pre Process screen clear is Post Process Return to continue is N Your operator identification is Message language code is
82. u basically have three options e If you hit the Cancel button or if you hit the Save button with both of these indicators still set to No then you will leave the tickler unprocessed You will see it again the next time you check Ticklers e If you indicate the Task is complete but the Mission is still not complete then the system will want to now what should happen next This process is described below e If you indicate that the mission is complete then the task is closed and becomes part of the history of any and all referenced items Figure 7 Typical Tickler Screen w Task Reminder Note Entry m gt File Edit Links Help Entry No faz Status p Title Eheck on reciept of Payment sss Description supposedly check is in the mail check and see if it cleared j E Type m Create Date Create Time m Addressee dhopper gt References Due Date 09 19 08 Tdesc 3041 Due Time poo CustomerFile 18 gt j ery Task Cplt e NC Y Instructions Comment El El El Ei Info1 I Info2 o Mission Cplt NC Y Cancel Save Dealing with the case where the task was done but the mission is still open Figure 8 is a typical list of task names where you can choose what should the next task be You will need to bring your business judgment to figuring out what the answer should be Some resources that might help you decide are on the Tickler screen itself via the Links me
83. ulation tools via a right mouse click Just point to one of the lines in the list right click and a pop up menu will allow you to Append Insert Delete Move Up of Move Down It should be noted that in some circumstances only some sub set of these tools will be available For example Line Delete may not be allowed because of business rules In other circumstances Move Up Down options may not be present if the list will be computer re sorted every time it is saved 4 Option Fields In Figure 21 the Class field R aw Material type part or Finished Goods type part is an example of an options field Another example is the Cash Refund Y es or N o field These option fields are completely normal Windows options They are usually manipulated with either the arrow keys or with the mouse C Fields with Browsers Earlier in this section we discussed using the big Browse button in conjunction with Record Key fields to look up the item we need to maintain The same concept applies to helping you look up the correct codes to be used in some of the other fields Field Browsers can be seen in Figure 21 for fields Line U M Comm Grp Price CD Table and Substitutes The Field Browse Buttons are the small gt buttons behind these fields To use the field browsers to help you look up codes for these fields you simply click on these buttons
84. umn displays the mapping from the On Screen Fields to the field numbers within the database records where they relate The Name column replicates the name of the On Screen fields to eliminate any confusion as to which field the help documents relate The last three columns Help Spec and DDD house buttons each of which corresponds directly to document You simply click those little o s to see the help text you want The documents available in the Help column per se will usually be your best source of information These are documents the programmers typed in with the intent of answering questions they think you might have The documents available under the Spec column tend to provide technical information about the field You may glean helpful information by reading them but they are there primarily as an aid to customer support personnel In the event you need to call for more help your support agent may want to know this information as to the field you are in The documents available under the DDD column points to an underlying set of what is called meta data Information about the information DDD stands for Detailed Database Definitions You will find quite frequently that if the programmer did not provide adequate explanations in the Help document they may have none the less provided it in their data schema work IV Argument Windows The GetArgs method In Screen Driver based app
85. uote Q CustNo GroupNane Depart Destination Amount Invoice 466 Q a ERIDGEROR 05 02 08 MYR BEACH B4 454 Q 18 BRIDGEPORT RETIRED TEA 06715708 BOSTON 625 00 470 Q 18 BRIDGEPORT RETIRED TEA 07 16 08 BOSTON 600 00 471 Q 18 BRIDGEPORT RETIRED TEA 07 15 08 BOSTON 660 00 Q 18 BRIDGEPORT RETIRED TEA 11 15 08 NEWARK 525 00 B 18 BRIDGEPORT RETIRED TEA 12 20 08 BOSTON 590 00 P BRIDGEPORT RETIRED 03 15 87 ATLANTIC CITY 752 49 P BRIDGEPORT RETIRED 05 29 87 BOSTON 758 25 Previous Next Cancel Select A few notes about the Browse Candidates List windows are in order In the sample window shown in Figure 16 the candidates sort sequence may not seem obvious The sequence in this example is Customer Number Departure Date 2 digit Year and Departure Date Month Most of the time the lists will be less confusing but the point is before you jump to the conclusions that what you are looking for is not within the list think closely about what the sort order may be Record keys Quote Numbers in this case are not necessarily all unique Although rare in some instances non unique keys might appear In other words the same record key may appear more than once in the candidate list This happens when some database indices are constructed to search multiple fields at the same time and where the search value occurs in more than one field In the Criteria window shown in Figure 17 the Search field SoundexWords looks for matches in Fi
86. use as your default File Transfer Directory B Edit Menu In Text Display windows the Edit menu provides options for Find Find Next Fine Prev and Copy Using the Find option allows you to enter a Search String for some word or phrase which should appear within the document or report you are looking at The system will prompt you to type in the text you want to look for and if it exists position you to the page and line where the first occurrence of that string is found The Find Next and Find Prev menu options can only be used after a Find has already be done They simply repeat the search advancing either forward or backward through the document Use the Copy menu function if you want to extract some portion of document or report for later Paste operations into some other windows function This feature is again Microsoft Windows standard Simply highlight the portion of text you want to copy then click the Edit Copy menu function or simply hit Ctrl C The highlighted text will then be available on your PC clip board for your subsequent paste operation C Send Menu The Send menu of Text Display windows has only one option email Use this option to send the report or document you are looking at to some e mail address Here are some things to remember about the e mailer e The e mailer does not sent the report as an attachment

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