Blanket order list – Sales

In this procedure you can load blanket orders in detailed, total, and chart form. In the list type Blanket order, you can update the customer's order number, order date, valid from, valid to, priority, and status. By default, there are three list types with different presentations. You can regroup the list and save own layouts in order to use them in the future.

Blanket order

This list shows total information from the header of the blanket order. Some of the information can be updated when the list is in the updateable mode.

Blanket order – Detailed

This list shows information from the rows of the blanket order. The list is available in a presentation grouped by part. You cannot update information in this list.

Calls

The list shows customer order rows which have been called from each specific blanket order row. You cannot update the information in this list.

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.