| Line 69: | Line 69: | ||
* Make sure the script is <span style="color:#0000ff">1 line ONLY</span> | * Make sure the script is <span style="color:#0000ff">1 line ONLY</span> | ||
=== | ===Today Only for Sales Invoice=== | ||
<pre> | <pre> | ||
(SL_IV.DOCDATE = CAST('Today' AS DATE)) | (SL_IV.DOCDATE = CAST('Today' AS DATE)) | ||
| Line 75: | Line 75: | ||
<div style="float: right;"> [[#top|[top]]]</div> | <div style="float: right;"> [[#top|[top]]]</div> | ||
=== | ===Current Month Only for Sales Invoice=== | ||
<pre> | <pre> | ||
EXTRACT(Month FROM SL_IV.DOCDATE) = EXTRACT(Month FROM CAST('Today' AS DATE)) AND EXTRACT(Year FROM SL_IV.DOCDATE) = EXTRACT(Year FROM CAST('Today' AS DATE)) | EXTRACT(Month FROM SL_IV.DOCDATE) = EXTRACT(Month FROM CAST('Today' AS DATE)) AND EXTRACT(Year FROM SL_IV.DOCDATE) = EXTRACT(Year FROM CAST('Today' AS DATE)) | ||
| Line 82: | Line 82: | ||
<div style="float: right;"> [[#top|[top]]]</div> | <div style="float: right;"> [[#top|[top]]]</div> | ||
=== | ===Last Month & Current Month for Sales Invoice=== | ||
<pre> | <pre> | ||
EXTRACT(Month FROM SL_IV.DOCDATE) = (CASE EXTRACT(Month FROM CAST('Today' AS DATE)) WHEN 1 THEN 12 ELSE EXTRACT(Month FROM CAST('Today' AS DATE)) -1 END) AND EXTRACT(Year FROM SL_IV.DOCDATE) = (CASE EXTRACT(Month FROM CAST('Today' AS DATE)) WHEN 1 THEN EXTRACT(Year FROM CAST('Today' AS DATE)) -1 ELSE EXTRACT(Year FROM CAST('Today' AS DATE)) END) OR EXTRACT(Month FROM SL_IV.DOCDATE) = EXTRACT(Month FROM CAST('Today' AS DATE)) AND EXTRACT(Year FROM SL_IV.DOCDATE) = EXTRACT(Year FROM CAST('Today' AS DATE)) | EXTRACT(Month FROM SL_IV.DOCDATE) = (CASE EXTRACT(Month FROM CAST('Today' AS DATE)) WHEN 1 THEN 12 ELSE EXTRACT(Month FROM CAST('Today' AS DATE)) -1 END) AND EXTRACT(Year FROM SL_IV.DOCDATE) = (CASE EXTRACT(Month FROM CAST('Today' AS DATE)) WHEN 1 THEN EXTRACT(Year FROM CAST('Today' AS DATE)) -1 ELSE EXTRACT(Year FROM CAST('Today' AS DATE)) END) OR EXTRACT(Month FROM SL_IV.DOCDATE) = EXTRACT(Month FROM CAST('Today' AS DATE)) AND EXTRACT(Year FROM SL_IV.DOCDATE) = EXTRACT(Year FROM CAST('Today' AS DATE)) | ||
| Line 88: | Line 88: | ||
<div style="float: right;"> [[#top|[top]]]</div> | <div style="float: right;"> [[#top|[top]]]</div> | ||
==See also== | ==See also== | ||
* [[User Access Right Assignment (Acc)]] | * [[User Access Right Assignment (Acc)]] | ||
Revision as of 07:27, 7 April 2020
Menu: Tools | Form Mode...
Introduction
- 1. It helps to filter the data based on the conditions defined.
- 2. It is very useful for those who DO NOT ALLOW certain users to access the documents.
- 3. For example, agent Lip Fong' can view and access the sales invoices belong to his agent code LF ONLY.
Maintain Form Mode (eg. Filtered by Agent)
- 1. Click on New.
- 2. Enter a Code, eg. IV-LF, IV-SF...
- 3. Select the Form to filter, eg. Invoice.
- 4. Click on Customize Filter. Click on press the button to add a new condition.
- 5. Choose a field to filter, eg. Agent (SL_IV.AGENT).
- 6. Change the filter operators, eg. equals.
- 7. Enter the agent code.
- 8. Filter Text will be display as: (SL_IV.AGENT = 'LF').
- 9. Other optional setting.
Options Explanation Allow Multiple Windows To allow duplicate Windows screen by click from the menu list. Force Filter Force filter. Split Browse & Detail Windows Enable to split the Windows when click on Browse and Detail button. Default Windows
* Browse
* DetailTo set the default mode.
- 10. Lets said you have created more than 1 form mode for same form (eg.invoice). Go to Sales | Invoice, you will get prompt the select browse mode to choose. See the screenshot below.
How to lock the form mode by Agent
- 1. Go to Tools | User Access Right Assignment...
- 2. Under the list of security, click on form mode.
- 3. Select the user, eg. user code: LF (Lip Fong).
- 4. Tick to allow execute the form mode, eg. tick on form mode: IV-LF.
- 5. Click Save. See the screenshot below.
- 6. Login the user as LF.
- 7. Go to Sales | Invoice...
- 8. User LF can see the invoices belong to his agent code: LF.
Other Form Mode/Filter
- Make sure the script is 1 line ONLY
Today Only for Sales Invoice
(SL_IV.DOCDATE = CAST('Today' AS DATE))
Current Month Only for Sales Invoice
EXTRACT(Month FROM SL_IV.DOCDATE) = EXTRACT(Month FROM CAST('Today' AS DATE)) AND EXTRACT(Year FROM SL_IV.DOCDATE) = EXTRACT(Year FROM CAST('Today' AS DATE))
Last Month & Current Month for Sales Invoice
EXTRACT(Month FROM SL_IV.DOCDATE) = (CASE EXTRACT(Month FROM CAST('Today' AS DATE)) WHEN 1 THEN 12 ELSE EXTRACT(Month FROM CAST('Today' AS DATE)) -1 END) AND EXTRACT(Year FROM SL_IV.DOCDATE) = (CASE EXTRACT(Month FROM CAST('Today' AS DATE)) WHEN 1 THEN EXTRACT(Year FROM CAST('Today' AS DATE)) -1 ELSE EXTRACT(Year FROM CAST('Today' AS DATE)) END) OR EXTRACT(Month FROM SL_IV.DOCDATE) = EXTRACT(Month FROM CAST('Today' AS DATE)) AND EXTRACT(Year FROM SL_IV.DOCDATE) = EXTRACT(Year FROM CAST('Today' AS DATE))