User Views in R2

Table of Contents

In R2, you can use the User View feature to save the custom Filter Settings, Search Criteria, Search Value and Sort By options which are used while performing Search Operations, generating reports and while using the Copy- Paste feature. The saved settings can be later accessed from the respective window using the User View list.

Components of User View feature

1

User View List field

The User View list field is an editable drop down field, using which you can define the name for new User View profile or to select an existing User View profile.

Blank User View Profiles

In addition to the user view profiles which are created (by defining name and following selecting save level), system automatically updates user view profile with no name (blank user view profile), which was present in window when it was last exited.

2

User View Save Level

In R2, you can create a User View profile as either Logged-in User level or as System level (available only for administrator users) . This can be done by defining the User View name and followed by selecting the respective save level. A User View profile can be saved as logged-in user level by selecting the For Me option or can be saved as System level by selecting the option For System. (Refer Illustration below).

3

Default

The default check box can be used to select a User View profile as the default profile. When you set a User View profile as default, then on opening the respective window , the default profile will be set as the current User View.

Points to Note

If user view profiles created with logged-in user level and system level are both present in a window, then the priority will be given for the logged-in user level user view profile and the same will be displayed in the User View field.
If default user view profile for logged-in user level is not present, then system will display system level default user view profile (if present) as the active profile when the respective window is opened.
If no default profiles (Logged In User Level / System Level ) are present for theactive window, then the User View field will be displayed as blank by applying the settings present when the window was last exited.

Saving (Defining) User Views

The User Views can be saved in two levels as either Logged-In-User level or in System Level. When an user view is saved in Logged-In User level, the saved user views will be available only for the user who created the user view. If the User View is saved in System Level, the saved user view will be available for all the users. However, only employees who has Administrative rights can save the user views in System Level.

Saving User Views in Logged-In-User Level

Access the R2 feature window in which User view profiles has to be created.
Set the status and values for the filters/search criteria, which has to be saved.
In the User View field, type in a Name in which the filters/search criteria need to be saved.
Select the option Default, if the created user view has to be set as default for the logged in User.

Note: The User View set as Default for user level will be displayed as the active user view, when same user (who has created the user default user view) access the respective window.

Click on the For Me button next to the User View field.

The User View will be saved with the given name and can be later used by the logged in employee.

Saving User Views for All Users (System Level)

Note: The option "System" will be visible and available for use only if the logged in user has Administrative rights.

Access the R2 feature window in which User view profiles has to be created.
Set the status and values for the filters/search criteria, which has to be saved.
In the User View field, type in a Name in which the filters/search criteria need to be saved.
Select the option Default, if the created user view has to be set as default for all the users.

Note: The User View which is set as Default for system will be displayed as active User View field for the all the Users who does not have a default User View saved at User level.

Click on the drop down arrow next to the For Me button (as shown below) to display the option For System.

Using Saved User Views

Once a User View profile has been created, you can access the created profile (or any other profile)from the User View list which can be accessed by clicking the drop down button present in the field. (Refer illustration below).

Points to Note:

When a user logs-in to the application, the User Views saved by the logged in user using For Me option as well as the User Views saved by the Admin using the For System options will be available for selection.
On selecting a saved User View and making changes to the filter and clicking on the For Me button or For System button with same user view selected, R2 will update the saved view with the new filter options.
To Delete the a saved User View, select the view to be deleted and press the Delete key on the keyboard. On pressing delete key, system will prompt the message ’Do you want to delete this user view’. On clicking ”Yes”, the user view will be deleted.
On creating a system level user view, the created user view can be edited/deleted by only the employees who have Administrative rights.

Applying Security for User Views

In R2, you can apply the security for the User View feature, to restrict or limit access to this feature. You can apply the security either using the security feature in Configuration Module/using the F6 function key feature to apply security from within a active window/from within Security Module.

You can secure the User View feature either by applying security for individual components or applying security for all the components present in the User view feature as a whole.

To apply security for User View feature as whole, open the window in security mode and click on empty spaces between the fields present (Refer highlighted area in below illustration).

To apply security individually for each component present in User View feature, open the window in security mode and click on the component to which security has to be applied.

Effect of Security Access Levels on User View Components

Full Access

Selecting this access level for all the individual components of User View provides the user the ability to completely access the various options of the User View feature.

Read Only

Applying this access level will set the components in read-only mode. With Read-only mode of security level, the user will not be able to make any changes to the existing profiles / to save any new profiles / to switch between User View profiles. Applying Read Only security on the list component (marked as 1 in Figure 1.0), will make this component as non-editable and user will not be able to select any saved user views from the list. Applying Read Only security on the components 2, 3,and 4 in Figure 1.0 will make them disabled.

View Only

Applying this access level will set component in view-only mode, wherein the user will not be allowed to modify User view profiles. However, by applying the View Only security on the list component (marked as 1 in Figure 1.0), the user will be able to switch the selection of User View profiles from the drop down field. Applying View Only security on the components2, 3,and 4 in Figure 1.0 will make them disabled.

No Access

Selecting this access level will restrict the user from accessing the components. System displays a message as ”Insufficient Privileges”.

Points to Note:

Currently in R2, the User View feature is supported in the below listed locations
Availability Window.
Search Company Window (Accounts Module).
Search Contact Window (Accounts Module).
Search Orders (Accounts Module).
Advance Search Window.
Search Multi-Orders.
Search Inventory.
Transportation Logistics Module Main Window
Copy Options - Dialog
Report Module - Prospective Inventory Report and Quantity Incoming and Outgoing Report
Search Assets window
Search Items window
Warehouse Main Window
Invoice Batch History window (accessed from Invoicing Module main window and from within Invoice Batch window).
Invoice list window (Accessed as Invoicing Batch Edit > Add Invoices Icon)
Maintenance Module Tabs. (All tabs excluding Customer > Privileges tab and Employee > Discounts tab).
Search Master Bill Window

Even though the basic functionality of User View will remain same in all the windows where the feature is provided, there will be differences in the options that would be allowed to save and can be used with User View feature. For more information, refer the below table for more information.

R2 Window

Supported Settings

Availability Window

Incorporate options
- Not Available, Quote
Availability View options
- Day, Week, Month
Calendar View options
- Hourly, AM/PM, Daily

Search Company Window (Accounts Module)

Search Criteria
Search field selection, Search method (Any Part of the field, Start of the field, Whole field)
Sort By Options
Ascending, Descending, None
Search Value (value entered for performing search, displays as highlighted by default)
Options
Refresh on Company Edit

Search Contact Window (Accounts Module)

Search Criteria
Search field selection, Search method (Any Part of the field, Start of the field, Whole field)
Sort By Options
Ascending, Descending, None
Search Value (value entered for performing search, displays as highlighted by default)
Options
Refresh on Company Edit

Search Master Bill Window

Search Criteria
Search field selection, Search method (Any Part of the field, Start of the field, Whole field)
Sort By Options
Ascending, Descending, None
Search Value (value entered for performing search, displays as highlighted by default)
Option
Show details on invoice selection

Maintenance Module Tabs. (All tabs excluding Customer > Privileges tab and Employee > Discounts tab)

Search Criteria
Search field selection, Search method (Any Part of the field, Start of the field, Whole field)
Sort By Options
Ascending, Descending, None
Search Value (value entered for performing search, displays as highlighted by default)
Filter options (applicable only for Assets Tab > Serial Items sub tab)
Retire, Sold, Lost

Invoice List Window

(Accessed as Invoicing Batch Edit > Add Invoices Icon)

Search Criteria
Search field selection, Search method (Any Part of the field, Start of the field, Whole field)
Sort By Options
Ascending, Descending, None
Search Value (value entered for performing search, displays as highlighted by default)
Filter options
Invoice, Credit Memo, Debit Memo, Master Bill
Main, Billing (Customer type selection)
Customer ID

Invoice Batch History window

(Accessed from Invoicing Module main window and from within Invoice Batch window).

Search Criteria
Search field selection, Search method (Any Part of the field, Start of the field, Whole field)
Sort By Options
Ascending, Descending, None
Search Value (value entered for performing search, displays as highlighted by default)

Warehouse Main Window

Filter By options
Department, Assigned To, Transit Mode, Event
Schedules Filter options
Today, Tomorrow, Done
Order Type Filter Options
Order, Sub Rental, Transfer, PO, Pickup
Action Filter options
Prep, Ship, Pickup, Return, Receive, Service
Search Criteria
Sort By Options
Search Value (value entered for performing search, displays as highlighted by default)

Search Orders

(In Accounts Module)

Filter Settings
Quote
Reservation
Hold
Contract
Signoff
Invoiced
Search Criteria
Sort By Options
Search Value (value entered for performing search, displays as highlighted by default)

Advance Search Window

Match Condition (Match all of the following, Match any of the following)

Column names selected (Search Criteria selected).

Search condition selected for each column.

Sort Order (None, Ascending, Descending) selected for each column.

Search Value (value entered for performing search, displays as highlighted by default)

Search Multi-Orders

Order Type Filters
Order, Transfer, PO
Sub Filter Options
Order
Quote, Reservation, Hold, Contract, Signoff, Invoiced
Transfer
T-In, T-Out, Cancelled, Closed, Normal, Jell-O-Shot, Inventory
PO
Inventory, Subrent, Misc, Open, New, Void, Closed, Received
Department
Search Criteria
Search Value (value entered for performing search, displays as highlighted by default)
Search field (field selected for searching), Search method (Any Part of the field, Start of the field, Whole field)
Sort By
Sort Field, Sort Method (Ascending/Descending)

Search Inventory

Category and Sub Category sections
- Search Criteria
- Sort By Options
Inventory section
- Search Criteria
- Sort By Options
- Filters: Items, Kits, Misc. Charges, In Stock, Sell Only, Show Availability and Owned Site.
In addition to the options mentioned above, Split pane Position present in the Search Inventory window will also be saved.
Search Value (value entered for performing search, displays as highlighted by default)

Transportation Logistics Main Window

Filter Settings ( In both Transportation Logistics Schedule and Warehouse Task section)
Today
Tomorrow
Status Filters ( In Transportation Logistics Schedule section)
Open, Ready, In-Transit, Complete
Search Criteria ( In both Transportation Logistics Schedule and Warehouse Task section)
Search field (field selected for searching), Search method (Any Part of the field, Start of the field, Whole field)
Search Value (value entered for performing search, displays as highlighted by default)
·Sort By ( In both Transportation Logistics Schedule and Warehouse Task section)
Sort Field, Sort Method (Ascending/Descending)
In addition to the options mentioned above, Split pane Position present in the Transportation Logistics Main window will also be saved.

Note: System will not save the Site (header section of Transportation Logistics), Date Range (in Warehouse Task Section – Right hand side) used for performing search in User Views.

Copy options dialog

All options present.

Report Module (Prospective Inventory Report)

Department