EAS User Manual - TSI Systemgroup
Contents
1. Sw STEMI G R O LUJ P TRIF RCE Enhanced Alerts System Version 1 12 15 2006 TSI SYSTEMGROUP INC Triforce Team Email triforce systemgroup com www systemgroup com Copyright 2006 TSI Systemgroup Inc S wY STE MI G R O UJ P Enhanced Alerts System Version 1 12 15 2006 TSI SYSTEMGROUP INC TriForce Team The information opinions directions suggestions or instructions howsoever provided are provided as is by TSI Systemgroup Inc without any warranty of any kind either express or implied or condition of merchantability TSI Systemgroup Inc is in no way responsible or liable for any damage whether direct indirect consequential incidental special punitive exemplary or general contribution or indemnity of any kind whatsoever howsoever caused including but not limited to breach of contract loss of profit business interruption loss of business data or information negligence or other tortuous behaviour deletion error defect omission or any other cause of action regardless of whether it arises at law or in equity arising directly or indirectly out of or in connection with the access to use of reliance on influence of accuracy of or performance of information provided by TSI Systemgroup Inc either printed or electronic Copyright 2006 TSI Systemgroup Inc Page 2 TABLE OF CONTENTS Jet ONC OWA RPPN RE RARA RR NR AGE NA ER REED UN AU EEE O ON 4 REENEN 5 HON LO Mee EE 62. Page 10 BO Groups Description Administrator Customer Support Engineering Department Financial Analyst Marketing Tara em les Status Mary Smith Supervisor Add Users Figure 2 4 Select Groups for Category form Alert categories can be modified at any given time Once an active category is modified the modification only applies to new alerts all previously associated alerts retain their original settings and notes The last alert type to appear in the form of Figure 2 2 is the General Alert type Pop up Read Only Remind Others and Remind Me options are establish directly on the form The Remind Me option cannot be disabled from the Alert Screen if the Triforce Administrator enabled the option from the Alert Categories form Note Please see the Creating Alerts section for more information on the Read Only Pop up and Reminde Me options Page 11 Groups Menu Location Setup Security option Groups Profile Setup E Assign User Profiles User Master Groups Figure 2 5 Groups option from Security Setup screen The Groups Maintenance interface is used to manage group user associations see Figure 2 6 The Groups Maintenance screen is used to add edit and delete user groups User groups defined by the Triforce Administrator are simply a collection of users with common functions job roles intended for by the Enhanced Alerts System Essentially user groups
3. 3 Define Alert Categories 4 Create Modify Clear field Alerts 5 Manage Alerts Page 6 EAS SYSTEM ADMINISTRATION As mentioned in the introduction the Enhanced Alert System introduces three new maintenance interfaces These include e Groups e Alert Categories Form Alert Maintenance Form After installing the Enhanced Alert System the Alert Categories and Alerts menu points will only be available to user profiles having access to the Tools and or Global System sub menu options The TriForce Administrator is responsible for setting the appropriate status to the Alert Categories and Alerts menu points in user profiles The Groups maintenance interface is available to users who have access to the Security menu For more information about the TriForce XP User Profiles and the Security System please refer to the TriForce Security System Manual Alert Categories TriForce XP distributes nine 9 alert categories Alert categories are intended for users to quickly associate alerts from the right click menu to fields with little or no modification The alert categories are setup activated and managed from the Alert Categories form Each alert category is editable and can be activated deactivated at any time Before defining the categories the TriForce Administrator must decide on whether to configure the alert categories per company or per enterprise Menu Location Setup Change Setup page System Alert Noti
4. EAS SI TEM ADMINISTRADON ossadas apa aos dad ia ne 7 Alert 66 101240 g lt a ene ee ee ee eee 7 WS antenas cas E E dent teehee matammnineaatarataaesbteaeameasente 12 Fe TAO SY SUC EE 17 Alerts eege 17 CREATING MODIFYING CLEARING ALERTE 24 EI I E 24 PO CUTE AlE des PRE OD on tenagatce E PRN ESA NEAR OP O RV 33 earne AlE E 34 ITE I PITS EE 35 FORMS SUPPORTING EAS pura A E areata A Sa 37 Forms AiG Recora Al OW CC 37 IMPS TIO AORN aana E PE ER DR RR E EE 38 Cross Tab GcreenAlerts rr a rr earra area rrenan renan 40 Bd eng Forms Supporting GE 43 Page 3 INTRODUCTION The Enhanced Alerts System EAS has been developed in order to facilitate communication between departments within your organization The subsystem provides an easy to use interface with which any user can quickly apply a colour coded alert to any field within TriForce The system also integrates these alerts into the existing Reminders System so that you can remind users of important alerts It is important to note that the EAS system is also a self maintaining system alerts with a specified expiry date will automatically be removed from the system on the defined date For enhanced usability and flexibility two alert types exist e General Alerts e Categorized Alerts which inherit Administrator defined category properties Key Features e Fields are colour coded for easy identification e Tooltips are used as an informative tool displaying the alert message
5. Pop up amp Read Only and type an alert message in the Note box Return to the Alert Categories form by clicking the Page button al Optional Bk Alert Categories Use this area to provide a default text or template for the Alert Figure 2 3 Alert Screen for an Alert Category Note The Note button s color changes to for categories containing messages Page 9 Click the drop down box arrow and select the desired duration for the Alert once applied Group Clicking the Groups button the Select Groups for Category Optional Selection form appears as in Figure 2 4 Select users groups for alert notification via the Reminder system Clicking the Edit Groups button opens the Groups Maintenance screen See section Groups for more information Note Selecting user groups automatically enables the Remind Others option in the Alert Screen Notify 7 sends a desktop alert to the selected groups users in step 6 Optional _ Deactivates the option Note The Notify option cannot be enabled without the selection of user groups in step 6 nor can it be disabled by the user once set by the Administrator Settings are saved by clicking the OK button when exiting the Alert Categories form When a user applies a categorized alert they can change the default options as well as select different users and user groups for alert notification regardless of the setup in the Alert Categories form
6. section Clearing Alerts Page 32 Modifying Alerts To modify an active alert 1 Placethe mouse pointer over the field containing the alert to be modified 2 Right click the mouse on that field 3 Place the mouse pointer over the Alerts menu point from the pop up menu The Alerts sub menu as shown in Figure 3 9 appears db Cut Ba Copy IB Paste Select All General Clear Alert Figure 3 9 Case 1 Alerts Sub Menu 4 Select the alert type from the Alerts sub menu This opens the alert s detail screen containing its current settings 5 Modify the alert 6 Click the Save button Note If the Alerts sub menu as in Figure 3 10 appears and the Read Only option for that alert is enabled you cannot modify the alert Page 33 Ba Copy EA Past Select All Clear Alert Read Only Figure 3 10 Case 2 Alerts Sub Menu Note When selecting a field with an applied alert if the full Alerts menu is shown then the field inherited the alert from another location From the Alerts menu your only option is to create a new alert overriding the inherited alert This is not a recommended practice as the inherited alert may be used as guidance for the user base Active alerts can be re visited and modified as many times as needed unti they are cleared deactivated or if they expire Clearing Alerts To clear an active alert 1 Place the mouse pointer over the field containing the alert
7. used to alternate between Grid Views The Range Filter buttons are described in Table 2 3 Page 18 Active Alerts Inactive Alerts d Alerts BEE T E Ee ES All Alert Notices O EE Form Field Ending Key 1 Key 2 BR Customer Master SG ter Address 1 077 18 07 A Customer Master Master Client Customer 07 18 07 A CON Division Details Division 12 19 06 CONAD CON A Product Master Master Prod Ref 07 18 07 FELTHATS A Customer Master Master Client Customer 02 12 07 10162 10182 A Product Master Master Product Line 01 18 07 FELTHATS A Customer Master Master Account Manager D MI Sales Order QuickView Details P O Number 11 13 06 E35761 92175 I Sales Order QuickView Details Remark 11 13 06 00002 26997 I ACM Account Managers Details 11 13 06 I ACH Account Managers Details Account Manager 11 13 06 ACMGIO ACM I ACH Account Managers Details Information 11 13 06 GIO ACM I ACM Account Managers Details Account Manager 11 13 06 ACMSANDRA ACM F Alert Notices Figure 2 15 All Alert Notices Grid View Table 2 2 partitions alert information from the Grid Views into 7 columns Table 2 2 Column Description for Alert Notices Grid Views Column Name Description for Inactive alerts A for Active alerts Relevant application screen Page Location on above screen Field specification Page 19 Alert Expiry Date Note Empty fields im
8. EE Page Item Ending Key 1 Product Master Position On Hand 11704707 000010 Product Master Position On Hand 000020 Product Master W M Per 06 08 07 FELTHATS Vendor Master Master Vendor Number 01005 Customer Master Master Client Customer 10090 Product Master Master Division Refresh Group ll Alert Notices Figure 2 18 Deactivate Selected Alert Notices Grid View The inactive alerts will appear in the All Alert Notices Grid View Page 23 CREATING MODIFYING CLEARING ALERTS Creating Alerts Users can associate an alert to any field and matrix row on forms supporting EAS To create a field alert 1 Placethe mouse pointer over the field that is to contain the alert 2 Right click the mouse on that field 3 Placethe mouse pointer over the Alerts menu point from the pop up menu 4 The Alerts sub menu appears 5 Fromthe Alerts sub menu select one of the alert types 6 The Alert Screen is now displayed 7 Setup the alert see Table 3 1 8 Click the Save button The Alerts sub menu as shown in Figures 3 1 and 3 2 offers two types of alerts for selection e General alert type Always available for selection e Categorized alert type Administrator defined available upon activation Figure 3 1 demonstrates the Alerts sub menu containing all active Alert Categories whereas Figure 3 2 demonstrates the Alerts sub menu containing only four active Alert Categories of the available nine Page 24 Black L
9. Salesperson First Name L Middle wm Last Name inn E Master Credit e Rules Contacts ED Carton ship C1 2 Remarks d o E TEE Account Mar FRE Frederic LaChi Ba Copy category E Salesperson 200 EEM e Region Ig Sub Agent A ma Tere o Tg natos Catalog Distribution h The Catalog Distribution alert is overriding the Status inherited alert Clear Alert Figure 4 6 Applying an alert to a field containing an inherited alert CROSS TAB SCREEN ALERTS Fields having the same field names and sharing the same data across different tabs and different screens also share alerts see Figure 4 7 Page 40 E Product Master E IS Position Sales Source Costs Matrix W M h memos p Order By EE Division AD Adult Divisi Product Line Ac Virtual E Product Catalog Catalog H cut LU Product FELTHATS pes gege Baco Eil Prod Ref JAsofDecmber Sth 2006 EB Faste endor Virtual Company Inc Division e Select All Product Material Color as Product Line Virtual Canadian List E EE Matrix Figure 4 7 Fields sharing the same alert The alert can be accessed and modified from any of the three locations Notice that all three alerts share the same field name i e Product Page 41 Fields in tabs containing Grid Views do not share alerts Page 42 List of Forms Supporting EAS
10. The following table lists the forms currently supporting EAS functionality Initial emphasis was placed on important Master files and transactions where the data is in a recallable form Table 4 1 List of Forms supporting EAS Menu Title Sub Menu Points Actions Sales Order New Change Shipping Ship Shipping Ship Maintenance Billing New Change Procurement Purchase Order New Change Manufacturing Materials Allocation Manufacturing Scanned Allocation Manufacturing Change Manufacturing Materials Consumption Billing QuickView Billing PowerView Sales Order QuickView Sales Order PowerView Sales Order Order Fulfillment Purchase Order QuickView Purchase Order PowerView Master Customer Parent Shipping Address Salesperson Vendor Product Item Product Item Inquiry Product Item Catalog Material Material Inquiry Material Catalog Matrix Definitions General Accounting GL Accounts System Remarks Upon request the Enhanced Alert System may be expanded to Forms Screens that do not currently support EAS Page 43
11. are created to select specific users for alert notification via the Reminder System Groups can also be edited from the Select Groups for Category and Groups for Selection forms available from the Alert Categories form see Figures 2 4 and 3 7 respectively Page 12 Groups Description Customer Support Engineering Department Financial Analyst Marketing External Staff Figure 2 6 Groups Maintenance screen To add a User Group to the List Add Group Click the Add button the Add Group form appears as in Figure 2 7 Sue Enter a Group ID acronyms are suggested and description in the Group and Description fields respectively Click the Save button the user group is added automatically to the Figure 2 7 Add Group form list Page 13 To edit a User Group from the List e Select the group to edit from the list e Click the Edit button the Edit Group form appears as in Figure 2 8 e Edit the Group ID and or description e Click the Save button changes are immediately applied To delete a User Group from the List e Select the group to delete from the list e Click the Delete button a dialog box appears as in Figure 2 9 e Confirm deletion by clicking YES the group is immediately removed from the list Edit Group save Cancel Figure 2 8 Edit Group form Question K Are you sure you wan t to delete the ADM group Yes Figure 2 9 Dia
12. ategory colour will highlight the field containing the row name To view the alert message in a tooltip place the mouse pointer over the field containing the row name By design the user cannot associate an alert to a specific matrix cell It is recommended that the alert note field contain a detailed message in this or any other case An example of a matrix alert is shown in Figure 3 11 Page 35 HE Matrix E Back Orders On Hand Packed Backorder Net Available Transit STA bo Total Avlb In Process Full Matrix Product FELTHATS ACAJOU x5 Totals a Mi Assorted 23 man Crean aea Mouartities adjusted December 2nd 2006 1102 Cell Red 05 From 132 to 133 Cel Red 5 From 10 to 12 La in LA H lin RH Hl L GR J La Lj Lj Figure 3 11 Example of a Matrix Alert Page 36 FORMS SUPPORTING EAS Forms and Record Alerts ALERTS LISTING Any form containing alerts will display the total number of active alerts in its upper right hand corner By hovering over this area a tooltip appears listing the location of the alerts by displaying the tab and specific field for each alert see Figure 4 1 For matrix alerts the tooltip lists the tab location followed by the matrix row name see Figure 4 2 Anywhere replaces the tab location for alerts appearing in more than one location see sections Inherited Alerts and Cross Tab Screen Alert
13. ce Page 7 E Setup Change Setup E System Alert Notice Setup Details Search For Id Description elt GI 0554 Category Setup By Company Systen Company II a yaten Figure 2 1 Alert Categories Setup SETUP ID 0554 allows the Alert Categories to be configured per company C or per system enterprise S The TriForce Administrator may now begin defining the Alert Categories ALERT CATEGORIES FORM Menu Location Setup System Global Alert Categories Bk Alert Categories Price Cost Change Matrix Definition 24 Hour Stock Reservation E H ees m 1 Day lt D Catalog Distribution Telephone Number Change Address Product Material Colour 10 Months e D 1 Month lt IS 8 Weeks lt Months E bi H SE AAA L 6 Months B E Unlimited E E m HE E E E E Pop up ReadOnly Figure 2 2 Alert Categories form Page 8 The TriForce Administrator can easily define each alert category by following the steps described in Table 2 1 Table 2 1 Alert Category Setup Column Category Setup 1 Select one of the nine available colors Category 2 Enter a Category Name 3 activates the alert category for selection from the right click menu deactivates the alert category removes option from right click menu Note 4 By clicking the Note button kal a screen similar to that in Figure 2 3 appears Set the alert options
14. e Pop up Alerts visible for high level important alerts e Alert Categories Administrator defined and colour coded for quick application e Listing of all Active Inactive alerts via menu path Tools Alerts e Alerts Details Screen for quickly managing all company alerts across an enterprise e Self Maintaining System Alerts with limited duration automatically clear on their expiry date e Displays the total number of Alerts per form in form s upper right hand corner e Integrated Reminder System generates a reminder of the applied Alert e Extensibility upon request EAS may be included in forms that currently do not support EAS Page 4 OVERVIEW An alert can be quickly applied to any field by selecting an alert type from the right click Alerts sub menu Fields containing an alert are highlighted with a specific color thereby visually catching a user s attention Alert messages are easily viewed in a tooltip when the mouse pointer is placed over the corresponding field Depending on alert settings the alert message may be a Pop up and or be made Read Only Alerts can be created modified and cleared by any TriForce XP user A form holding a record containing more than one alert displays the number of active alerts in its upper right hand corner Hovering over this area invokes a tooltip displaying each record s alerts with their tab and field location The Reminder Enhanced Alerts system and user groups work in collaboration t
15. eated by using the Administrator defined Categorized Alerts may already contain a list of groups users for notification The user is always presented with the option to modify the list of included groups users by selecting the Remind Others option from the Alert Detail screen Groups For Selection Description Administrator Customer Support Engineering Department Financial Analyst Marketing Bare m m 7 Des Bin Qian Supervisor Vanessa Figure 3 7 Groups for Selection Form Note The ncluded Users listing displays a list of users who will be notified of the Alert via the Reminder system If a user is present in more than one group the list will only display unique instances of the UserlD and the user will only receive the Reminder once Page 31 After completing the six 6 steps for creating an alert the alert s colour will fill the corresponding field and the alert message will be displayed in the field s tooltip An example is shown in Figure 3 8 Material Master Master Position Source Casts Matriz Remarks 4 Material no longer used in year 2007 Figure 3 8 Example of an associated Alert Once a field contains an alert excluding inherited alerts the options available in the feld Alerts sub menu change see sub sections on Modifying and Clearing Alerts Note You cannot apply more than one alert to a field To apply another alert type the current type must be cleared See sub
16. eather Jacket Black Leather Jacket Ba Copy E Copy EE Pass General EB Generi Alert Alert Select All Select All General General Categorized T credit Hold Categorized p J credit Hold Alerts i inquiry Alerts El inquiry Ed Reports Reports El Billings E Eilinos Address Change Tel Number Change Shipping Matrix Update E Item Review Figure 3 1 Full Alerts Sub Menu Figure 3 2 Partial Alerts Sub Menu Alerts may be applied to enabled or disabled empty or populated fields Selecting General Alert from the Alerts sub menu opens the Alert Screen as in Figure 3 3 Selecting a Categorized alert opens the Alert Screen as in Figure 3 4 Page 25 Unlimited Duration Figure 3 3 General Alert Screen o CUSTOMERCARE XpIres Thursday November 01 2007 E Please note that the Category Name and the Duration have been predefined by the TriForce Administrator Figure 3 4 Categorized Alert Screen Page 26 If you are associating an alert to a field in an empty form an additional option Set this alert for New Records Only will appear in the lower left hand side of the Alert screen see Figure 3 5 Set this Alert for New records only Figure 3 5 Alert Screen with Additional Option Table 3 1 lists and describes the available settings in Figures 2 3 2 4 and 2 5 Table 3 1 Alert Screen Setting Descriptions Setting Description Catego
17. iew listing Re directs the user to the Grid View Active Inactive Next Displays the next record in the Grid Active Inactive View listing Groups For Selection Opens Groups For Selection form as in Active Inactive Figure 3 7 displaying all groups users associated to the presented alert Go To Record Opens the form containing the alert Active Inactive Closes the form Active Inactive Page 21 ALERT DEACTIVATION The Range Filter quickly groups alerts for deactivation By clicking the Range Filter button the Range Filter Screen is displayed as illustrated in Figure 2 17 Leave all fields blank in order to select all active alerts narrow your selection by entering data into the fields then Confirm The Deactivate Selected Alert Notices Grid View appears as in Figure 2 18 displaying all filtered alerts To exclude alerts from the list use the Exclude and Exc all buttons this concurrently removes the from the I E column Click the Proceed button to confirm your selection and deactivate the alerts dh Alerts Alert Category Description contains text tem Description contains text age Tab contains text Entering MASTER creen Description contains text In the Page Tab reated By Stamp exactly matches E field groups all ast Edited By Stamp exactly matches a alerts located in a Master Page Figure 2 17 Range Filter Page 22 dh Alerts TO Deactivate Selected Alert Notices serenor U
18. log Box Page 14 Define Update a User Group from the List ES Select Users for Group ADM e Select the group to define update from the list Mary Smith DJ ned E R Carmicheal Ray Rida e Click the Users button the Select Users for paces Group form appears containing the list of all C v Marino e e vanessa TriForce XP users as in Figure 2 10 DD vivian wesley e Select the users you wish to add to add remove from the user group e Click the OK button Select all Unselect al Ob NOTE Users selected from the form in Figure 2 10 are the users defined in the user group and displayed once the group is selected from the Select Group for Category and the Groups for Selection forms in Figures 2 4 and 3 7 Figure 2 10 Select Users form USER MASTER A new Tab Member Of has been added to the User Master see Figure 2 11 When selected a list of associated user groups is displayed Alternatively clicking the Add button opens the Select Groups for User form as in Figure 2 12 listing all user groups defined in the Groups Maintenance screen The user may be added to or removed from any of the user groups The user can quickly be removed from a user group by selected the group from the list and clicking the Remove button Page 15 1i User Master Triforce XP User Master Member Of Description Date Added o Engineering Department 12 11 06 12 11 06 Administrator L Customer Support Engineering Depart
19. ment External Staff Financial Analyst C Marketing Figure 2 12 Select Groups for User form Page 16 Reminder System The Reminder system works in collaboration with the Enhanced Alert System to deliver alert notifications to selected users from the Groups for Selection form Once an alert is saved with the Remind Others option enabled the alert is automatically added to the list of Reminders The Reminders icon d on the options toolbar blinks as it notifies users associated to the alert Clicking the Reminder icon opens the reminder screen as in Figure 2 13 below Alerts are listed until dismissed deactivated or if users are removed from the Groups for Selection form shown in Figure 3 7 or until the Remind Others option is disabled within the Alert Screen Mew Reminders 2 Urgent 0 Total 2 Customer Master Master ID 100099 Change Address Address Change February 1st 2007 to 1094 Rock o Subject Ty ID From Top Sub amp bes See Customer master 00009 feet Jum To 10 Price Cost Change Product Master ID FELTHATS A Jee iz zisos TCO JO A Figure 2 13 Reminder screen The View Record button is used to open the record containing the alert this provides the user with a quick way to access records with important alerts Open Item button opens the Alert Screen thereby allowing the user to view the alert message in detail Alerts Maintenance All company alerts along
20. o notify selected users of an existing alert The Enhanced Alert System introduces three new maintenance interfaces These include Alert Categories Form The Alert Categories form distributes nine 9 alert categories per company or system These pre defined categories are intended for users to quickly associate alerts to fields with little or no modification Groups The Groups interface handles the definition of user groups which can be assigned to TriForce XP users User groups are currently intended for use by the Enhanced Alerts System Alert Maintenance Form The Alert Maintenance form lists all system wide alerts along with their location and expiry date The Alerts Details Screen provides useful and time efficient tools for quick alert navigation modification and deactivation Page 5 Some important clarifications follow The term Alert encompasses General and Categorized Alerts Terms Create Associate and Apply are used interchangeably Terms Expire Clear and Inactive are used interchangeably Active alerts are alerts that have not expired Inherited alerts are alerts that appear in fields created elsewhere in the company s system Empty forms do not contain any data These forms appear before selecting a record HOW TO GUIDE Setting up the EAS is fairly simple Please ensure you follow these steps in order 1 Configure Setup 0554 for Alert Categories 2 Add and Define User Groups
21. ply unlimited duration Used to identify specific record key Used to identify specific record sub key Column S is only available on the All Alert Notices Grid View ALERT DETAILS SCREEN Upon selection of an alert from the Grid View listing the Alert Details Screen as in Figure 2 16 appears and displays the alert s details This screen provides useful and time efficient tools for quick alert navigation modification and deactivation The description for each button in the Alerts Details Screen is presented in Table 2 3 dh Alerts BE PRODUCT MATERIAL Form PRODUCT MASTER Tab MASTER Field PRODUCT Key 1 FELTHATS Key 2 Expires ptions Op Monday August 06 2007 E Blat C Remind Me Read Only Remind Others Product confined to Customer Starlight Universe Set this alert for new records only Created by NERC on 12 06 06 15 56 48 Modified by NERC on 12 08 06 14 28 27 IZ eI Jee Figure 2 16 Alerts Details Screen Page 20 Table 2 3 Screen button descriptions of Figure 4 5 Button Name Description Alert Status Screen Setup Edit Allows the user to edit the alert Active message and options Used for flexible screens Active Inactive Deactivates active alerts alert becomes Active Deactivate Alert Notice Inactive Range Filter Directs user to Range Filter Screen Active Inactive Previous Display the previous record in the Grid Active Inactive V
22. ry Color Highlight colour used for that specific alert Category Name Category Name non editable from this interface Expires e For General Alerts use the date picker to choose an expiry date Alerts saved without an expiry date rr have unlimited duration An expiry date may be chosen at a later time For Categorized Alerts the expiry date is automatically calculated using the alert category duration definition and is displayed to the user Although the expiration date cannot be modified from the Alert Screen it can be modified from the Alerts Details Screen by the TriForce Administrator Keep in mind that it is possible for the duration of a categorized alert to be unlimited NOTE Alerts expire at midnight on the date of their expiry Pop up The alert message pops up on screen This occurs when a form record containing pop up alerts is accessed by a user d Pop up functionality is disabled Page 27 Read Only The alert message and options cannot be modified except by the user who enabled the option If the option is disabled by the authorized user the alert will be available for editing by any user Read Only functionality is disabled alert is editable by all users Remind Me The Reminder screen lists the alert for notification until dismissed or deactivated Remind Me functionality is disabled Previously applied alerts with the Remind Me option enabled will have their associated reminders removed when
23. s for more details o On Hand page Matrix Rom A On Hand page Matrix Row Af Net available page Matrix Row Costs page Material FOR Total vlb page Matrix Row A W M page equals i On Hand page Matriz Row A Anywhere Product ng Figure 4 1 Standard Form Figure 4 2 Matrix Form BLANK FIELDS Alerts applied on empty forms are not visible at the record level This feature may be used as interactive field level guidance to TriForce XP users see Figure 4 3 w Customer Master Master Credit Rules Contacts EDI Carton Ship ID Addit digit alpha subsequent numeric sequence with alpha range J Figure 4 3 Alert associated to a field on an blank form Page 37 CUSTOM FIELDS For custom fields it is recommended that the setup for all fields is complete before associating alerts If a change in setup is required remove all existing alerts make the necessary changes and then reapply the alerts By changing the settings related to a custom field the user runs the risk of altering the location of the applied alerts Inherited Alerts Inherited alerts are alerts appearing in fields as a result of an active alert elsewhere in the system Fields containing inherited alerts are usually those associated to lookups Examples are shown in Figures 4 4 and 4 5 WF ACM Account Managers Active Yes Mandatory Yes x Alert applied here A Ba Copy Clear Alert C
24. tended Right clicking in the Note box pops up a menu with text editing features such as cut copy paste select all zoom and spell checker NOTE Tooltips and enabled pop ups display the Category Name if the Note box is left empty The alert is applied to the field of the empty form The alert also appears in the same field when a new record is being created L The alert is applied to the field for all records including the empty form NOTE Records containing alerts that have been created from an empty base record are called Inherited Alerts The Properties Sheet displays the name of the creator modifier and time of the alert s creation modification SELECTING Il FOR POP UPS Pop ups appear when accessing records containing pop up alerts Clicking the pop up s OK button only acknowledges the pop up Choose the option carefully as it may become a nuisance to users An example of a pop up is shown in Figure 3 6 Pop ups can be removed by disabling the Pop Up option from the Alert Details screen Page 29 Customer Master dh Alert Notice Field Client Customer Number For enabled pop ups the alet message is previewed in this Note Box Figure 3 6 Example of a Pop up on the Customer Master Screen Page 30 GROUPS FOR SELECTION FORM The Groups for Selection form is used to add a group of users and or individual users to an alert in order to create an associated reminder for that alert Alerts cr
25. this checkbox is disabled Remind Others The Groups for Selection form appears as in Figure 3 7 When creating a General Alert no user user groups are selected from the Groups for Selection form you may add your own When creating a Categorized Alert individual users and user groups may have been established by default by the Triforce Administrator You may add remove users and user groups from the form Once the alert is applied the Reminders screen will list for selected users the alert for notification until dismissed or the alert is deactivated During the alert s activation users user groups may by added or removed from the Groups for Selection form Added users are notified of the alert s existence via the Reminder system By removing users the alert notification in the Reminder list will automatically be removed Remind Others functionality is disabled Alerts appearing in the Reminder screen before disabling the option are removed from the Reminder list NOTE The option may be enabled any time after the alert s creation where users user groups may be added to or removed from the Groups for Selection form for alert notification Page 28 Note Box Set for New Records Only Option available from Empty Forms Only _ Properties The Note box is used to insert alert messages If a message has already been placed in the Note box by the Administrator or by another user it may be modified or ex
26. to be cleared PA Right click the mouse on that field 3 Place the mouse pointer over the Alerts menu point The Alerts sub menu in either Figures 3 9 or 3 10 appears 4 Select Clear Alert for Figure 3 9 or select Clear Alert Read Only for Figure 3 10 depending on the presented situation When selecting a field with an applied alert if the full Alert menu is shown then the field inherited the alert from another location The alert cannot be cleared from the current field location the alert may be accessed from the blank form i e no selected record Page 34 e Clearing an alert deactivates the alert changing its status from active to inactive Inactive alerts do not appear in fields and cannot be reapplied e Clearing alerts which also appear in other field locations as inherited alerts concurrently removes deactivates these inherited alerts e Clearing an alert removes its listing on the Reminders screen Once an alert is cleared from a field a new alert may be immediately applied to the same field Matrix Alerts With respect to the Enhanced Alert System each matrix row is treated as a field In other words an alert associated to a matrix cell is associated to its entire row To create modify or clear matrix alerts please follow the previously suggested steps within this document In order to apply a new alert place the mouse pointer anywhere on the desired matrix row Once an alert is associated to a row the c
27. ustomer Master Master Credit S Rules Contacts ED Carton Ship Cl J Remarks d ID 100099 Starlight Universe erg D i Selma Eu pe Baco lego KE B bk Select AN EI credit Hold Es secs O p SEET C Status The General aert canbe LI Catalog Distribution overridden by another alert LJ Telephone Number Customer Care Product Material Color Figure 4 4 Inherited Alert 1 Page 38 FE Salesperson Master Details Remarks ID 290 Sally Wilson First Name Sally Middle Customer Master Master Credit Rules Contacts ED Carton Ship C3 1 3 Renate q ID 100099 Starlight Universe STO D i dd C4 200099 CRM e Profile Account Mgr FRE Frederic Lech gs copy Category _ Salesperson 200 SECHER o Sub hos E E E Gab e E Alert inherited here Select Al IS a El Merging Sales Orders TTT os BB catalog Distributon E Telephone Number _ Change Address DI currency El customer Care Figure 4 5 Inherited Alert 2 In Figures 4 4 and 4 5 alerts may be created in fields containing inherited alerts These new alerts would override the inherited alerts Figure 4 6 demonstrates the result of creating an alert for field Salesperson in Customer Master of Figure 4 5 Page 39 f Salesperson Master
28. with their location and expiry date are grouped and listed in the Alert Notices screens Upon selection of an alert the Alerts Details Screen appears and displays the alert s related information The Alerts Details screen provides navigation buttons in order to easily navigate though each alert The screen also includes buttons offering editing and deactivation capabilities for active alerts Menu Location Tools Alerts Page 17 All active alerts excluding inherited alerts are listed in the Active Alert Notices Grid View as in Figure 2 14 Both active and inactive alerts appear in the All Alert Notices Grid View as in Figure 2 15 DEAK E E pp LA Active Alert Notices gg OOOO y Form Tab Field Ending Key 1 Key 2 Purchase Order QuickView Details Required Date 10021 034126 Purchase Order QuickView Details In Transit 01 05 07 10021 034126 Purchase Order QuickView Details Files 01 05 07 10021 034126 Salesperson Master Details Salesperson Cod 08 05 07 02 Salesperson Master Details Salesperson Cod 04 10 07 200 Product Master Master Product 01 06 07 00001 Product Master Master Active Inactive 08 06 07 00001 Matrix On Hand On Hand Matrix Row Tota 07 06 07 A Product Inquiry Product Product Line 07 06 07 00001 Product Inquiry Product Item style Clas 117 06 07 00001 Active al Alert Notices Figure 2 14 Active Alert Notices Grid View The Show Inactive Hide Inactive button is
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