Expand or Collapse Sections in Order

Reference No: R2-7832

Version No: 06.00.04-00

Details

Support has been provided for Expand / Collapse Sections for the following types of Orders excluding Meeting Order, Room Order, Purchase Order, and Transfer Order windows.

Reservation
Quote
Hold
Sale Order
Billing Order
Operational Order

The functionality is explained in the below Sample Work Flow:

Prerequisites

Select the Maintenance module > Items tab.
Create Items [JBLH], [JBLNS], [JBL GTO], and [JBL STAGE] and receive 5 Qty each.
Exit the Maintenance module.

Sample Workflow

Select the Account module. Tag a Company [JBL] and create an Order [ORD-81].
Select the Add menu > Section option. The Section Search window is displayed.

Tag the Section Header [WIRELESS] along with Section Total.
Add the Items [JBLH], [JBLNS] within the Section Header [WIRELESS] and Section Total, as shown in Figure 1.0.
Add a blank line.
Select the Add menu > Section option. The Section Search window is displayed.
Tag the Section Header [PORTABLE] along with Section Total.
Add the Items [JBL GTO], [JBL STAGE] within the Section Header [PORTABLE] and Section Total, as shown in Figure 1.0.
Select the Section Header [PORTABLE] and click the Expand / Collapse icon, as shown in Figure 1.0.

Figure 1.0 Order [ORD-81] with Items, Section Header and Section Total > Expand / Collapse icon

Only the selected Header can be expanded or collapsed.

The Section Header [PORTABLE] along with the Items [JBL GTO], [JBL STAGE] and Section Total gets collapsed, as shown in Figure 1.1.

Figure 1.1 Section Header [PORTABLE] along with the Items [JBL GTO], [JBL STAGE] and Section Total collapsed

Select the Section Header [WIRELESS] and click the Expand / Collapse icon. The Section Header [WIRELESS] along with the Items [JBLH], [JBLNS] and Section Total gets collapsed, as shown in Figure 1.1.

Select the View menu > Expand All option or Collapse All option to expand all or collapse all the Section Headers with Items and Section Totals in the Order.

In the absence of Section Total in the previous section Header, the Section Collapse is applied till the next Section Header.
In the Section Collapse mode, the Section Header displays the Taxable Amount.