Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
Beginning with Enterprise Edition 5.908, Monsoon Order Manager supports an unlimited number of custom fields for customer and product (inventory) records.
These advanced custom fields are visible on user-defined tab pages accessed via the Inventory or Customer screens. The process is basically the same for both types of advanced custom fields.
Advanced Custom Fields are presently only for data storage and cannot be used as search criteria.
It is not possible to have more than one workstation/user editing the advanced custom fields at the same time. If that is attempted, the program presents a message stating that someone else is currently using this feature, and the user should try again later.
Depending on the type of advanced custom fields to be created:
set system parameter, UseAdvancedCustomCustomerFields to TRUE
set system parameter, UseAdvancedCustomInventoryFields to TRUE
The default setting of each parameter is False. For assistance with setting system parameters, refer to Knowledge Base topic, Set System Parameters.
the Move field contains a value, or step size, that dictates the distance the field is moved when the directional arrows are selected
the default value of the Move field is 50, but you can change by over-typing it
hold the arrow button down for continual movement of the field until it is where you want it to be located
the Width and Height + or - buttons increase or decrease the height or width of the selected field
The other buttons in the design section of the screen allow you to:
change the text type of the selected text box to Bold or Italics
Underline the text, Left Justify, Center or Right Justify the text within the text box
The Cut, Copy, Paste or Delete buttons perform those actions against the selected object in the Design tab page section
Go to the Main Menu>Settings>Data Functions>Setup Custom Fields and from the Setup custom fields for drop-down, select either Customers or Products.
Select the Setup Advanced Custom Fields link.
The Custom Field Designer window opens and the title reflects the kind of custom field being created (customer or product). In this example, a custom customer field is being created:
Advanced Custom Fields - Customers
Select 
to
create the custom Tab Page
on which the custom field is displayed.
Enter a meaningful name for the Tab Page and select OK. The name of the new tab appears under the Tab Pages heading.
Select the Add Fields button to add a custom field to the new Tab Page.
Enter a name for the custom field in Field Name. In the future, to add another custom field, double-click in this field and the program proposes a unique name for the field.
Select the Show Label check box to use a value other than the field name as the field label.
Enter the label in Field Label or the program uses the field name as the label. Refer to the Sample: section of the screen.
Select the Define Field Type tab and select the Data Type of the field.
Select a value from the Display Type list. The choices change, depending on the data type. If a Data Type of "Text" is selected, the program allows the user to specify the Maximum field Length by over-typing the default value of 255. If a Data Type of Date is selected, specify the Date Format.
If a Data Type of "Grid" is selected, it is possible to define up to 10 columns. Assign a Heading and Data Type to each column. Optionally, specify a field Width and Date Format as needed.
:
If a Data Type of "Integer" is selected, you have the choice of Text Box, Combo Box or List Box for its Display Type.
If the Display Type of Combo box or List Box is chosen, specify a List Source (Unique List, Shared List, or SQL Statement). Refer to the Configuring Custom Fields Knowledge Base article for more information about creating lists.
The View/Edit List button becomes visible as well.
Select the Format Field Tab to choose the Font Name and Font Size for the custom field and its label.
Select Save the Field and the new field is displayed in the Design Tab section of the screen. This is not the same as selecting Save Changes. It only causes the field to be listed in the design section of the screen so that it can be further customized.
Use the Move directional arrows to relocate the field on the tab page. The Step Size dictates how far the Move arrows repositions the field each time they are selected. Hold the arrow button down for continual movement of the field.
Use the Width and Height + or - buttons to increase or decrease the height or width of the selected field.
The other buttons in the design section of the screen allow you to:
Change the text type of the selected text box to Bold or Italics.
Underline the text, Left Justify, Center or Right Justify the text within the text box.
The Cut, Copy, Paste or Delete buttons perform those actions against the selected object in the Design Tab section.
When satisfied with the changes made to the new field or fields, select Save Changes.
Select the X in the upper right-hand corner to close the screen.
Go to Main Menu > Manage My Customers> View and Manage My Customers, or Main Menu > Manage My Inventory >View and Manage My Inventory and select the Custom Fields tab.
Select View Advanced Custom Fields to view the Custom Tab Pages and their fields:
Go to Main Menu > Settings > Data Functions > Setup Custom Fields and select either Customers or Products from the Setup custom fields for drop-down list.
Select the appropriate page from the Tab Pages list.
Select Edit Fields.
Then select the field to be edited from the list of fields in the Design Tab section of the screen and make the necessary changes to the field type or format.
Select Save the Field.
Select Save Changes.
Created: 2/3/11
Revised: 6/26/15
Published: 08/19/15