System Screen Conditions

This screen allows you to identify - by User - restrictions regarding which records can be addressed.  When the User goes into the relevant screen(s) only those records defined here are available.

 

Entry and Display fields

 

User Name: From the drop-down list select the User to which this screen condition applies. 

 

Screen: From the drop-down list select the Lookup Number, Table name or Specific Screen name against the condition being specified. 


    • Add Lookup by Index: There are multiple predefined Lookups in Ostendo. These Lookups are used by default in various areas within Ostendo. NB: There are multiple Lookup for Job Orders for example. If you do not know the relevant Lookup number, you can use the 'Add Lookup By Table Option' (Refer below)
    • Add Lookup by Table name: This allows you to control the Lookup by the relevant Table name. eg: ITEMMASTER
    • Screen name: eg: Items. Select this will only show the criteria specify when the stated screen is launched by the user.

 

Filter Conditions: Enter the specific condition that applies.  There are two formats for specifying conditions. 

 

These are:

 

‘AND’ Conditions where all the specified conditions must apply before the record is visible to the User.  When applying the ‘And’ condition each condition must be entered in a separate line.  For example, in the Sales Orders screen we may wish to restrict the displayed list to Counter Sale Orders whose status is ‘In Progress’.  In this instance the Filter Conditions would be:

 

ORDERTYPE = 'CounterSales' 

ORDERSTATUS = 'InProgress'

 

‘OR’ Conditions where each specified conditions will be visible to the User.  When applying the ‘Or’ condition the whole statement must be enclosed in parentheses.  For example, in the Sales Orders screen we may wish to restrict the displayed list to Sale Orders whose status is ‘In Progress’ or ‘Open’.  In this instance the Filter Conditions would be:

 

(ORDERSTATUS = 'InProgress' or ORDERSTATUS = 'Open')

 

Note: The available fields to which a condition can be applied are those contained within the relevant master record.  For example: The Sales Order fields are defined in table SalesHeader, Items are defined in ItemMaster, etc.  You can print out a list of available fields by going into General>Reports>Full Listing of Tables

 

Buttons

 

Close: This will close the ‘Screen Filter by User’ screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: A new line will be created for entry of a filter condition

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: After confirmation this will delete the current referenced line