Standard

This list type is a standard list of the parts. It is possible to make the list updateable and you can modify most information on the parts. The list can present data based on different areas in the Part register; General, Purchase, Sales, Manufacturing, and Shipping.

Block/Notify

This is a list containing blocks and messages for the parts.

Customer links

This is a list containing the parts' customer links. It is possible to make the list updateable and you can modify most information. It can be presented as grouped by part or by customer.

Supplier links

This is a list containing the parts' supplier links. It is possible to make the list updateable and you can modify most information. It can be presented as grouped by part or by supplier.

Planning

This list type displays the parts' planning information and planning settings. It is possible to make the list updateable and you can modify all of the information items and settings for the parts.

Stock balance

This list shows the parts' stock balances. The list presents balances per location, balance per location with traceability, or balance per part.

Location settings

In this list you can update location settings for different parts.

Clearances

In this list you will only see parts for which clearances have been made. A clearance can e.g. be made for manufacturing order, customer order, pick list for manufacturing, or pick list for customer order.

Translations

In this list you can handle translations made for part names and additional names.

Other part identities

In this list you can see different part identities entered for the parts. A part can have several registered part identities.

Expenses

In this list you can see different mark-ups such as purchase expenses for parts. It is possible to make the list updateable in order to modify these expenses. The expenses shown here are the expenses which have been set as active under the Expenses tab in the Calculation mark-up procedure.

Traceability settings

In this list you can configure traceability settings for parts.

Allow automatic withdrawal

Here you can allow automatic stock withdrawals during different reporting items. This is made per part.

Administer customer links

In this list you can delete multiple customer links.

Administer supplier links

This list can be used to update/modify information in the supplier links on multiple parts. This corresponds to what you can modify per part in the Supplier links box in the Part register procedure. You can also use the list to delete supplier links.

Phased out parts

In this list you can see phased out parts and update phased out parts.

Receiving inspection

In this list you can update receiving inspection.

Distributed purchase by order

In this list you can update which suppliers in the distributed purchase that should be purchased from next.

Distributed purchase by percentage

In this list you can update the percentage of distribution between suppliers in distributed purchase.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.