Table of Contents

1. Tables ........................................................................................................................ 2-9

Figure 1.1 - Tables ......................................................................................................... 2-4
Figure 1.2 - Selecting Tables ............................................................................................. 3
Figure 1.3 - Modifying the Current Table .........................................................................4
Figure 1.4 - Editing / Adding a Record in a Table ............................................................ 5
Figure 1.5 - Deleting a Record from a Table .....................................................................6
Figure 1.6 - Printing a Table .............................................................................................. 6
Figure 1.7 - Displaying a Report on the Screen .................................................................7
Figure 1.8 - Searching for a Record (by name) .................................................................8
Figure 1.9 - Filtering by Name .......................................................................................... 9

2. Reports.................................................................................................................. 10-18
Figure 2.10 - Main Menu - Selecting Reports .................................................................10
Figure 2.11 - Reports screen ............................................................................................ 11
Figure 2.12 - Reports screen - Operations sub-menu ...................................................... 12
Figure 2.13 - Reports screen - Selecting a Main Field .................................................... 13
Figure 2.14 - Reports screen - Selecting a Secondary Field ............................................ 14
Figure 2.15 - Reports screen - Selecting Print Type ........................................................ 15
Figure 2.16 - Reports screen - Settings ............................................................................ 16
Figure 2-17 - Reports screen - Graphic View (Columns) ................................................ 17
Figure 2.18 - Reports screen - Graphic View (Pie Chart) ............................................... 18
1. Tables

Figure 1.1 - Tables

To enter Tables click on 2 in the main menu.

To make a selection from the menu line highlight the 2 - Tables option in the menu line.

To make a selection from the toolbar click (with the left mouse button) on
the icon in the main menu and press Enter or click the left mouse
button.
The Tables screen (Figure 1.1) will now appear.

Tables
This screen contains a numbered list of the existing tables (in the order in which they are
defined in the system), the first of which is the Materials table.
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In the upper section of the screen is a menu line which allows you to perform operations
on the current table from the Table sub-menu (Figure 1.2) and make changes in the
table (edit, add, delete) from the Record sub-menu (Figure 1.3).

Under the menu line is a toolbar with a number of icons on which you can click to
perform useful operations quickly on the current table by clicking (with the left mouse
button) on the appropriate icon (Figure 1.1).

Selecting a table
To select a table quickly, click on the Table number. Alternatively select the table from
the list of tables on the left of the table window by using the keypad or clicking on the
appropriate row.
To make a selection from the menu open the Table sub-menu (Figure 1.2) and select a
table.

Figure 1.2 - Editing Tables

The Table sub-menu contains additional options, e.g. Print, Change Table Index and
operations such as Search and Filter which you can perform in the selected table. These
operations will be described below.

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After selecting the table and displaying it on the screen you can perform the following
operations:

<F2> Edit = modify an existing record

<F3> Add = add a new record
<F4> Delete = delete an existing record
<F5> Print = print a report of the current table
<F8> Search = search for a record in the table by using the active index (code / name).
<F9> Filter = obtain a cross-section of data by using all or part of a name (only possible
in search by name).
<K> <CTRL> = sort table by code.
<N> <CTRL> = sort table by name.

Figure 1.3 - Modifying the Current Table

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Editing / Adding a record

Figure 1.4 - Editing / Adding a Record in a Table

Editing a record
To edit a record go to the record you wish to edit and press <F2> or select Edit from the
Record sub-menu (Figure 1.3). You can also do this by clicking on the appropriate icon
on the toolbar.

Adding a record
To add a new record to a table, press <F3> or select Add from the Record sub-menu
(Figure 1.3).
You can also do this by clicking on the appropriate icon on the toolbar.

The Absorb / Edit screen (Figure 1.4) will appear. Key in / edit the required items. Click
on Tab or Enter to move from field to field.

To confirm an edit (absorb/add new data), press F6 or click on the [Edit] button.
To cancel an edit press F7 or click on the [F7 Cancel edit] button.

Deleting a record from a table

To delete a record go to the record you wish to delete and press <F4> or select Delete
from the Record sub-menu (Figure 1.3).
You can also do this by clicking on the icon on the toolbar.

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 Figure 1.5 - Deleting a Record from a Table
A Confirm/Cancel dialogue box will now open.
To confirm the deletion click the Confirm button or press Enter when the Confirm
button is active. The record will then be deleted from the table.
To cancel the deletion click the Cancel button or press Enter when the Cancel button is
active.

Printing a table
To obtain a printed report of the current table, press <F5> or select the Print option from
the Table sub-menu (Figure 1.2).
You can also do this by clicking on the icon on the toolbar.

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 Figure 1.6 - Printing a Table
You will now see a preview of the report on the screen (Figure 1.7). This is an example
of a Materials table report.

Figure 1.7 - Displaying a Report on the Screen

This is a general representation of a report after it has been prepared and before it is
printed. This example contains a list of materials but its format is typical of any other
report before printing.

This screen has many options:

- minimize the screen in order to see the entire report lengthwise and widthwise.

- screen size - fit the report into the whole screen.

- expand the report to the maximum width of the screen.

- go to the first page.

- previous page.

- next page.

- last page.

- printer setting - select printer and its properties.

- print - send the report to the selected printer.

- save the report to disk / floppy.
- retrieve a saved report from disk / floppy.
-
- Exit

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Searching for a record in a table

To search for a record by active index (code/name) press <F8> or select Search from
the Table sub-menu (Figure 1.8).
You can also do this by clicking on the icon on the toolbar.

Figure 1.8 - Searching for a Record (by name)

You can search for a record by name or by code depending on the index selected by
pressing the buttons:
[A..Z] - by name (description).
[0. . 9] - by code (numeric).

- If the index is a code the search will be by code (numeric)

- If the index is a name the search will be by name (alphanumeric).

Enter the search string into the search box (Code or Name) .

N. B. If you are searching by name make sure to use the appropriate language (En =
English / He = Hebrew).

The cursor will position itself on the first matching record.

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Filter screen

To obtain a cross-section of data from a table by part or all of a name press <F9> or
select Filter from the Table sub- menu (Figure 1.9).
You can also do this by clicking on the icon on the toolbar.

Figure 1.9 - Filtering by Name

This filter represents another way of locating a record in a table.

It is useful because it allows you to locate a record string by all or part of a name
(beginning, middle or end). This is very helpful when you are not sure of the name's
exact spelling.
The drawback is that the search is very slow in large tables.

Remember! You can only use Filter when a table is indexed by name (and not by code).

Enter the name (in full or in part) in the search box (name only).

N. B. If you are searching by name make sure to use the appropriate language (En =
English / He = Hebrew).

Only the records whose names contain the name you keyed in will be displayed in
the table.

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2. Reports

Figure 2.10 - Main Menu - Selecting Reports

To enter Reports click on 3 in the main menu.

To make a selection from the menu line highlight 3 - Reports in the main menu and
press Enter or click the left mouse button.
To make a selection from the toolbar click (with the left mouse button) on
the icon.
The Reports screen will now appear on the screen (Figure 2.11).

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Reports screen

Figure 2.11 - Reports screen

The Reports screen consists of a menu line, toolbar, number of options for cross-
sectioning the report (1-7) and a report view (Table/Chart).
You can perform the following operations from this screen:

Reports - Select Reports from the menu line and select a report from the list of
displayed reports.
Operations - includes the options: Filter (F2), View (F3), Summary (F4), Print (F5).

F2 Filter

1 - Document period From date to date

2 - Document type Ordinary, manual, canceled
3 - Movement of material Incoming cargo, outgoing cargo
4 - Materials
5 - Suppliers, Clients in accordance with the existing tables
6 - Destinations
7 - Vehicles

Use Filter to change the existing report filter:

1-3 - - > report period, document type and movement of material (incoming or
outgoing).
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4-7 - - > for data originating in a table you can define a range from code to code or place
a v in the box above the table and highlight the desired name/names in the list which
opens. (Do this by using the space bar or the mouse).

N.B. After filtering select View (view the report in accordance with the new setting).

F3 View This option is active only after filtering. Select View to refresh
the data view (table or chart) after defining a filter for the
documents.

F4 Summary Select this option to change the data view format from
detailed (Table) to summary (Chart) and vice versa.

F5 Print Select this option to print a report. Before sending a report to

the printer you will usually see a print preview which allows
you to browse through the report before sending it to a printer.

N.B. The report will be sorted correspondingly (by main field and
secondary field as explained below) and the print type
(general/detailed/summary and interim totals) will be
determined in accordance with the option selected in the print
type (as described below).

Figure 2.12 - Reports screen - Operations sub-menu

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 Figure 2.13 - Reports screen - Selecting a Main Field

Main Field
To determine a main index key, select Main Field from the menu line and highlight the
name of the field for the main index. Note that a dot will appear in front of the field
name (Figure 2.13).
In addition, a main interim total will appear for this field when the report is printed. In
the Settings sub-menu you can click on New Page for Main Field to start a new page
whenever there is a change in the main field.

E.g. if the selected field is Client/Supplier the total will be calculated when the
Client/Supplier changes and if New Page has been selected in the Settings menu the
next client will be printed on a new page.

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 Figure 2.14 - Reports screen - Selecting a Secondary Field
Secondary Field
To determine a secondary index key, select Secondary Field from the menu line and
highlight the name of the field for the secondary index. This field defines the next index
under the main index defined in the previous section. Note that a dot will appear in front
of the Field Name (Figure 14). In addition, a secondary interim total will be calculated
for this field when the report is printed.

E.g. if the main field is Client/Supplier and the secondary field is Material, the report
will be arranged by client, and internally by material and there will be an internal total
for each material and a main total for each Client/Supplier.

The report will be as follows:

Client/Supplier: ___________
Material: ____________

[Document details - for a detailed report]

Total Material: ____________

Total for Client/Supplier: __________

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 Figure 2.15 - Reports screen - Selecting Print Type

Print Type
The print type defines the report configuration. Select one of the following six options:

1. General
2. Detailed Report (by Main Field)
3. Summary Report (by Main Field)
4. Detailed Report by Main + Secondary Fields
5. Summary Report by Main + Secondary Fields
6. Copies Weighing Documents - this allows you to copy weighing/shipment
documents in accordance with a filter defined before the report is viewed.

N.B. A black dot appears to the left of the print type selected.

***A printout of each report appears below.

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 Figure 2.16 - Reports screen - Settings
Settings
From the Settings menu you can change the data defining the report print type:

Edit Report Header Opens a window in which you key in the report
header to appear in the printout.

New Page for Main Field If this field is marked with a v when the report
print type is Detailed Report (by Main Field), each
time there is a change in the main field the report
will be printed on a new page.

Main Index by Name If this option is marked with a v the main index
will be sorted by name, otherwise it will be sorted
by code.

Secondary Index by Name If this option is marked with a v the secondary

field will be sorted by name, otherwise it will be
sorted by code.

Print Logo You can define whether or not the report header
will be printed with the company logo. If this
option is marked with a v the company logo will
appear in the report header.

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Page Setup
Enter this window to determine the data which set
the document margins and zoom percentage.

Sort by Document Number If this option is marked with a v the report will be
sorted by document number in ascending order,
otherwise it will be sorted in descending order.

Print Graph Enter this window to determine the print direction

(lengthwise / widthwise) and zoom percentage.

Save New Setup Select this option to save the report configuration
with the new settings.

Exit Exit from Reports to the main menu.

Report View - Chart

Figure 2-17 - Reports screen - Graphic View (Columns)

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Figure 2.18 - Reports screen - Graphic View (Pie Chart)

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