There are various functions and options within Openda QX that are common to many screens. Though the context in which they are used may vary, ultimately their function is the same.
Functions
ADD - To create a new transaction, such as a Sales Order or Purchase Order.
ALLOCATION - The action of securing quantities of items against various sources i.e. stock, purchase orders, works orders.
BACK - Returns you to the previous screen.
BREAKOUT - Depicted by an arrow icon launches a new QX session to a maximum of 3.
CREDIT RELEASE - the action of automatically or manually checking the credit worthiness of a customer and then allowing shipment of required goods.
CSV - To output data to a Comma Separated Variable file. If used in conjunction with PP2 (PalPrintII) this file will be opened directly into a spreadsheet format.
DELETE - To Permanently remove data, normally the transaction highlighted on your screen with a blue bar.
DIARY - This could be seen as a TAB or a function BUTTON. A diary is a user date and time stamped log detailing both system generated and user input notes. A diary entry can not normally be deleted.
FIND - To search for a particular reference or number.
GOTO - This search is normally related to the sequence in which the data is displayed and will position the highlight bar in a grid at the first entry beginning with the criteria entered.
LINES - Change your focus to the line detail related to the highlighted transaction.
MATCH - The process of allocating cash to invoices and payments to receipts.
MENU - Takes you to the Menu screen.
NOTES - Theses are free form text fields that can relate to a specific transaction of the company as a whole. Often held in TAB fields.
PRINT - The option to print the data on screen direct to your printer or various other option listed in the combination field.
REVISE - This option gives access, where permissible to amend the highlighted data.
SCHEDULE - The break down of the quantity of an order line into single or multiple shipments.
SELECT - Choose the highlighted option through to your next process.
SEQUENCE - Change the view in which the data on screen is sorted. e.g. between customer purchase order number and your system sales order number. This can often be facilitated by clicking on the grid header for the required sequence criteria.
TASKS & MEMOS - A task or memo can be personal or for other users and allows a current or future requirement to be flagged for attention. See Adding Tasks and Memos.
TOGGLE - Change the view of the transaction type e.g. Toggle between Open and Closed sales orders. However, Toggles may also cycle through more than two states e.g. Open, Closed and All.
Hidden Functions
ESC - If you wish to exit or cancel a screen in most circumstances "ESC" will have the same effect as BACK or CANCEL
F5 - The F5 Function key will display the program code and details.
F11 - The F11 Function key will act as a save when entering notes.
HOME - When working on an active grid "HOME" will reverse the grid contents.
RIGHT CLICK - The mouse RIGHT CLICK option has two functions. 1. When executed above a function button, if the user is authorised, the option to block access to that function by user group is given. 2. when in a "grid" of information the RIGHT CLICK option will allow you to extract all of the information from that grid to a spreadsheet.
* - The star shown in the column heading of a grid indicates that the data can be sorted by this column. Single click on the column heading to activate.
Terms
CARRIER - The chosen despatch mechanism be it collection, own transport or a 3rd party courier.
CONSOLIDATE - Holding available goods for shipment until the whole quantity or order is available for despatch.
CREDIT LIMIT - The maximum value of goods allowed to be outstanding for payment at one time.
CREDIT RELEASE - The process of releasing orders allocations for despatch.
DESPATCH - The process of picking, packing and shipping goods to a customer.
DESPATCH NUMBER - The reference allocated to goods being sent to a customer.
GRN - Goods Receiving Note.
ISALES - Internal Sales person. Normally set against the customer.
LOAD NUMBER - The collective reference for goods being picked from the same list.
MISC FILE - The Miscellaneous File used to hold many of the variable options found within combination fields.
MOQ - Minimum Order Quantity.
MSQ - Minimum Sales Quantity.
MSV - Minimum Sales Value.
ON STOP - The process used to flag a customer as being a potential payment risk. This will halt the automated credit release process for this customer.
PARAMETER - User / company defined options for changing the format of your Openda system.
PP2 - This option is associated with printing and the output of CSV files. It opens prints into an on screen PDF format or CSV into a spreadsheet. Where relevant, PP2 has the added functions of allowing you to output these images in various ways i.e. Print, Email and Fax. Your system configuration must be set to utilise these options.
PROFORMA - Indicates payment for goods must be received prior to their despatch. Normally associated with a 0 credit limit
PROMISED DATE - The delivery date promised to customer or promised from supplier.
PROSPECT CUSTOMER - A potential customer. You may quote a Prospect are unable to process an order until the customer has been converted to a real ordering customer and ledger details added. A Prospect Customer account number is prefixed with "#".
PROSPECT ITEM - An item That ha snot yet been purchased. It may be used for quotation purposes but will requires conversion to a full item prior to placing a Purchase Order or customer Sales Order.
RAQ - Returns and Queries. The process through which customer returns and service issues are raised.
REQUEST DATE - The delivery date requested by the customer or requested from the supplier.
SCHEDULE DATE - Sometimes used to show the most prominent of the request and promised dates. i.e. if there is a promised date the schedule date will be followed by a "p", if there is no promised date the request date will be shown, with an "r" following the schedule date.
TERM CODE - The code relating to the number of days credit available. Leeway can be built into these codes prior to automatically placing a customer "On Stop".
UAM - Universal Access Module. Various throughout Openda. Each UAM holds the relevant details for an area of the system such as Sales, Purchasing etc.
UOM - Unit of Measure for an item e.g. M - Metre, KM - Kilometre etc.
Icons
Accept 
used to accept changes made. This can also be achieved by use of F11.
Add 
used to add new information.
Breakout 
is available from most screen and allows the launch of a new QX session to the menu or the various UAM screens.
Decline or Delete 
used to abort changes made.
Diary 
select this icon to add a diary note.
Edit 
is often shown against a TAB, and if selected (clicked) will allow you to add or modify the TAB contents.
Help 
will launch the QX help.
Item 
Icon is found on most screens and allows direct access to the Item UAM.
Maintain 
used to access the maintenance options. for example when adding or revising a new customer, item or supplier.
Map 
is found alongside postcodes and will link you to "Google Map" to visually locate your customer.
Memo 
for adding memo's for personal or other users. Also used as a button to view previously sent faxes and emails from the QX main menu.
Postcode Address Finder 
used to access the address finder from a postcode.
Reply 
responding to tasks or memos assigned for your attention.
Task 
for adding a task for personal or other users. Tasks may be individual or reoccurring.
Toggle 
switches screen displays between views.