The Create tab for the procedures has a similar layout and way of working. This way, you will always recognize the layout etc., no matter which procedure you are working in. The window is divided into an upper part where you classify and select, and a lower part with settings for the lists. The classification terms, selection terms and settings in the window vary depending on the purpose of the procedure.
The actual function in every procedure of this kind has a special SQL query where you enter input data under the Create tab, which the procedure will then send to the database server when you choose to create the list using the Display List (see below).
Update Options
When it is possible to update data in the list, a message appears informing you which columns that you can update when the cursor is placed over the disk symbol.
Sample of a list that can be updated.
Classification and Selection
At the top of the Create tab for every list, there is a number of different classification and selection terms.
Under Cl. you choose the term or factor by which the list should be classified. The term by which you choose to classify the list can determine the layout of the list. For example, terms like part code, customer code, supplier code, product group, etc. will present the classified list in two levels. But terms like part number, order number, etc. will present the classified list in one level. You can later perform an underlying re-sorting per classification from the list once you have created it. Some lists are so-called "nested reports" and for these the re-sorting options are limited. Read more about this under the Sorting a List section.
Under From and To you select the list by entering an interval in the different fields in order to limit your list to include only the items you are interested in.
By checking the box Excl. to the right of each selection term, the list will exclude the selected records instead of including them.
Exclusion under the Create tab.
By using the plus key (to the right of each selection term) or the shortcut key F5, you can insert a new row for selection. This way you can combine several selections of the same term. You can delete rows that have been added by using the minus sign or the F6 key.
If you insert one or several rows for the same selection term, then the selection of records will be combined using the Boolean condition "OR". If you use the inverted selection by checking the checkbox Excl. for an inserted row, the record selection on that row will be combined using the Boolean condition "AND". If you add a row for the same term, the new row will be added at the end within that selection term.
Below you will find an example of how you can use additional rows for the same selection term. Two different part intervals have been selected for part numbers that start with 10 and 20 (these intervals are combined with the Boolean condition "OR"). All part numbers within these intervals that start with 105, 206 and 208 have been excluded (these intervals are combined with the Boolean condition "AND").
This means that all parts that start with 10 and 20 will be included in the list, but parts that start with 105, 206 or 208 will be excluded in this list.
Sample of additional rows for the same selection term.
For certain terms there is a selection button to the right of the To field. This is used to paste previously copied record selections to the create tab. Read more about this in the Selection in lists section.
List Settings
In the lower portion of the Create tab there are different settings you can make for the lists. The settings are divided into different groups. The most common settings are always selected by default. The example above displays few settings. Other procedures, like the following image have considerably more settings. This in particular for procedures where you can make calculations and update data.
Two common group settings are List Types which determines the contents in the lists, and Part Types that determines which types of parts that should be included in the lists.
Load Data Using Display List
When you have entered your data under the Create tab, the result must be presented in some way. In the Window functions toolbar on the left there is a button called Display List. The corresponding function can also be found in the Window menu under File | Display List. When you click that button or select the function from the menu, all data that you have "ordered" in the Create tab will be presented in a list under the Display List tab.
After you have chosen to display list on your computer screen, the loading of data from the database is prepared to be presented. In this first step, the database server will make a selection of the data based on your selection interval before it is returned to your client computer. A small info window will be displayed during the time when this is taking place.
In a second step, your client computer will make a classification and in certain lists it will also make a calculation of the data in the list before it is presented on your screen. At this point the info window will change its appearance. In straightforward or short lists this will happen so fast that you will barely see the second info window. However, certain list takes longer to calculate, for example the Requirement Calculation in the Inventory module. Then it can be practical to be able to cancel the calculation using the Cancel button, for example if you have entered an unnecessarily large selection interval.
Certain lists are so called "nested reports". Such lists are characterized by a warning message when ordering the report, saying that it can take some time to load the report, when it is "ordered" with the Display List. It will take long especially if you have entered a large selection interval. That it can take so long to load the report depends on that the data in the report should be put together from different tables in the database and that they then will be grouped at several levels.