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Page History: Record Finder

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Page Revision: Fri, 29 Jul 2011 09:43


Table of Contents [Hide/Show]


   General Information
      Search
      Results
   Mapping
   Nearby Tasks


General Information

Default Menu Location Transaction >> Address Book >> Record Finder

Search

Record Finder - Search

The Search screen is used to find organizations and view nearby tasks.

  • Enter any of the known information into the corresponding field and click on Find button

  • This will automatically switch you over to the Results tab and display the matching search results

Results

Record Finder - Results

  • To schedule a new task for the selected organization, click the New Task icon on the right side of the screen. You may also double-click the organization in the results grid; this will display the Task Entry Screen.

  • To create a new Sales Order for the organization selected, click the Sales Order button

  • To create a new Customer Quote for the organization selected, click the Customer Inquiry button

  • To create a new Purchase Order for the organization selected, click the PO button

  • To create a new Vendor Inquiry for the organization selected, click the Vendor Inquiry button

  • Place a check in the Close Form box to automatically close this window when opening a new form

  • To see a graphical map of all active tasks for the selected organization, click the Mapping tab

  • To see a text list of all active tasks for the selected organization, click the Nearby Tasks tab

Mapping

Record Finder - Mapping

  • Mapping tab is used to graphically map all of the open tasks/work orders, within a given range for the selected organization.

  • The Range field Image at the bottom right-hand side of the screen is used to change the display area shown on the map; the units are in square miles.

  • To change the area shown on the map, click the Refresh button

  • To print the map, click the Print button

Nearby Tasks

Record Finder - Nearby Tasks

  • Nearby Tasks tab is used to textually show all of the open tasks, within a given range, for the selected organization. This screen works in the same way as the Mapping Tab, but shows the information in a spreadsheet format, rather than a visual map.

  • To open a task, select the task you wish to view and click the Display Task button. You may also open the task by double-clicking it. This will take you to the Task Entry Screen.

  • To see incomplete tasks, click the Active radio button

  • To see completed tasks, click the Complete radio button

  • To print the list, click Print


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