General Rules
These are the SQL's to the Budget Routines used for Sales and Jobs
Entry and Display fields
Budget Pivot SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the General>Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Budget Analysis SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the General>Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Budget Chart SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the General>Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Job Budget Pivot SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the Jobs>Job Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Job Budget Analysis SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the Jobs>Job Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Job Budget Chart SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the Jobs>Job Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Project Budget Pivot SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the Jobs>Project Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Project Budget Analysis SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the Jobs>Project Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Project Budget Chart SQL: Clicking on this field will bring up the Query Builder Screen. In that screen you can construct the Query relating to the Budget Pivot Display generated via the Jobs>Project Budget Comparisons screen. This SQL can either be via the Tables and Fields panels or keyed directly into the 'Query' field. A basic SQL covering the relevant Budget is supplied with Ostendo. This can be adjusted here if required
Customer Used for Company Assets: From the drop-down list select the Customer name to be used for Company Assets. This should be the Company Name defined as a Customer in the Customer Master
Always attach Files and Reports when Emailing: This rule controls whether a physical file is attached to all emails when emailing reports (eg: Invoices, Purchase Orders etc..). TCP/IP Environments will always only ever send physically files irrespective of this rule.
Buttons
Close: This will close the General Rules screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Save: This will save the current data without exiting the screen
Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.