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Analysis Groups
This screen allows you to maintain a list of Analysis Groups, which are used:
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To group and analyse Inventory, Labour, and/or Descriptor records |
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To enable you to group lines in the following documents where the Job Order Invoice Style is ‘Actual Quantity’ |
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Quote Form |
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Order Form |
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Invoice Form |
Entry and Display fields
Name: Enter the Name of the Analysis Group. Duplicates not allowed.
Description: Enter a short description of the Analysis Group. No checks are made on this entry
Quote Form Grouping: From the drop-down list select the style by which Quote Lines within this Group will be printed. The options are:
No Grouping: All Lines will printed
Header and Footer: A Header containing the name of the Analysis Group will be printed followed by the Lines within the Group. At the end of the Group a Footer record will be printed showing a summarised total of the group content
Group Totals Only: A single line will be printed showing the summarised total for the Group
Order Form Grouping: From the drop-down list select the style by which Order Lines within this Group will be printed. The options are:
No Grouping: All Lines will printed
Header and Footer: A Header containing the name of the Analysis Group will be printed followed by the Lines within the Group. At the end of the Group a Footer record will be printed showing a summarised total of the group content
Group Totals Only: A single line will be printed showing the summarised total for the Group
Invoice Form Grouping: From the drop-down list select the style by which Invoice Lines within this Group will be printed. The options are:
No Grouping: All Lines will printed
Header and Footer: A Header containing the name of the Analysis Group will be printed followed by the Lines within the Group. At the end of the Group a Footer record will be printed showing a summarised total of the group content
Group Totals Only: A single line will be printed showing the summarised total for the Group
Data Display Options
Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Buttons
Close: This will close the Analysis Group screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new Analysis Group.
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.
Delete: This removes the current highlighted Analysis Group.