ProFrame I, Reference Guide

Sub-Procedures Page

Accessing Records:

The access of records from customers to work orders works basically the same, only with different access options. The idea is to enter your search criteria in the proper field and press the enter key to activate the Search button. The system then knows what your looking for and will display a list for you to choose from. Starting with the first record that matches your search criteria.

Example: Customer File Maintenance

Enter only one Search criteria.
Press enter key, this activates the Search button.
Press enter again, this activates the search.
OR.......
Click Search button with pointer.

Search by Phone Number "205"

Search Button: The search button will return one of two things with one exception.

One:

Display a List of records for you to choose from starting with the best match.
Note: pressing the ESC key will activate the Add New Record prompt in some cases.

Two:

If no records match; then the Add New Record prompt is activated in some cases.

	List select this to List records. Add select this to Add records. Re-Enter select this to try again.
Note: One of two Add prompts that you may see..
	Yes select this to Add new record. No select this to skip add option.

Note: some processes will not allow you to Add, so no add prompt is displayed.

Exception..

If your accessing orders by order number or accounts by account number; the system will access the record if it matches without displaying a list to choose from.

Adding Records:

Basically the system will allow you to add new records if it can't find what you're looking for or you can't find it from the list screen. (this applies to customers, items, vendors, all codes etc...)

If the Search could not locate any record that matches criteria entered.
If you press the ESC key at the Record List Screen. (this action assumes you can't find what you're looking for and so prompts to Add a new record)

Accessing Payment Type Options:

The access of customers for all payment type transactions works basically the same, with one exception. Options Apply Credit's, Inquiry Cash Receipts and UnDo Cash Receipts has no Default Date like Payments, Credit Memo and Write-Off. The idea is to enter your search criteria in the proper field and press the enter key to activate the Search button. The system then knows what your looking for and will display a list for you to choose from. Starting with the first record that matches your search criteria.

Example: Post Cash Receipts

Enter only one Search criteria.
Press enter key, this activates the Search button.
Press enter again, this activates the search.
OR.......
Click Search button with pointer.

Quit Button: select this to quit and return to the CSR Menu Screen.

Default Date: after you post the first transaction, the default date is the last entry.

Search Button: The search button will return one of two things.

One:

Display a List of records for you to choose from starting with the best match.
Note: pressing the ESC key will return you to the access screen.

Two:

If your accessing customer by account number; the system will access the record if it matches without displaying a list to choose from.

Note: You cannot add new customers when posting payment type transactions.