R2 Core
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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

  1. Select the Maintenance module > Items tab.

  2. Create Items [JBLH], [JBLNS], [JBL GTO], and [JBL STAGE] and receive 5 Qty each.

  3. Exit the Maintenance module.

Sample Workflow

  1. Select the Account module. Tag a Company [JBL] and create an Order [ORD-81].

  2. Select the Add menu > Section option.  The Section Search window is displayed.

  1. Tag the Section Header [WIRELESS] along with Section Total.

  2. Add the Items [JBLH], [JBLNS] within the Section Header [WIRELESS] and Section Total, as shown in Figure 1.0.

  3. Add a blank line.

  4. Select the Add menu > Section option. The Section Search window is displayed.

  5. Tag the Section Header [PORTABLE] along with Section Total.

  6. Add the Items [JBL GTO], [JBL STAGE] within the Section Header [PORTABLE] and Section Total, as shown in Figure 1.0.

  7. Select the Section Header [PORTABLE] and click the Expand / Collapse icon, as shown in Figure 1.0.

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/ORD81SecHeaderSecTotalR27832.png
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.

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

https://documentation.r2help.com/mergedProjects/Accounts/topics/images/ORD81WirelessCollapsedR27832.png
Figure 1.1 Section Header [PORTABLE] along with the Items [JBL GTO], [JBL STAGE] and Section Total collapsed

  1. 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.