Once you have designed that perfect report, you will want to use it over and over again. The report may only have to be modified by date range or other filters.
Enter the prompt
With prompts, the person running the report never has to mess with the Quiz Pad.
Page 1 — Prompts
Page 2 — the prompt
Page 3 — the checkbox
Next – the prompt >
We have always had a contact table in Accounts Receivable. I got a request for the same sort of thing in Accounts Payable.
There is a growing tendency to email Purchase Orders to vendors. Though we had a contact field in the Vendor master, the person that the P/O is directed to isn’t always the same as that contact. So, we added a Contact table for this purpose.
Page 2 — Contact Editor
Page 3 — Email
Next — Contact Editor >
This is the main access point for all of Telios Software. All of the programs execute through this access point.
Once the login is validated by the server and Telios, the main Telios menu will display:
Page 1 — Telios menu
Page 2 — the panels
Page 3 — save tree
Page 4 — menu bar
Page 5 — email account
Page 6 — window options
Next — the Panels >
On most programs that add or edit records in a table, the first window display is a list of records. Here is the main list for the Customer master in Accounts Receivable:
There are four parts to the list window:
Page 1 — list window
Page 2 — start prompt
Page 3 — list display
Page 4 — mouse and keyboard
Page 5 — buttons and status bar
Next — Start Prompt >
In the Finding Stuff series, there are a number of ways to find and filter data: wildcard, zoom, find, select and Quiz Select.
This article is on ZOOM.
Zoom is a filter on a Telios list. The filter is set from the column value of the highlighted column. Clear?
Okay, here is an example. We go into the Customer Master in Telios:
The status bar displays ZOOM if the list supports zoom.
There are lots of ways to find data: wildcard, zoom, find, select, popups, quiz select…
Here we start with the simple: the wildcard.
Normally, when we want to look up something, we just type in the name, or the first part of the name. In the Vendor master program, we’re looking for a vendor called Warehouse Club, Inc.
This series on finding stuff has wildcard, zoom, find, select and Quiz select.
So what’s more basic that Find itself?
This function is standard on virtually every Telios list. Okay, probably not on all the popups, but just about everywhere else.
So, how does it work? We look at the main Sales Order list for an example:
For the sake of documentation, the Find options are located on the context menu (right-click or press M, or CTRL + SHIFT + F10). On most of these menus they are buried in the “Other” category – primarily because CTRL-F and CTRL-G are pretty much the standard for the find and find next functions.
