Customization

35 views April 17, 2017 jpajaro 0

Customization

The Customization module allows the modification of fields in any screen of OFS Pro:

 

customization-1Customization screen

 

In this module, a user can edit the field and modules label text, create new fields, insert masks, and filters for data.

Modifying or using any given entity, requires users to know the location, ID and attribute of the relevant entity.

customization-2New Customization window

Create a New Customization: Operation Details

Object Module ID Attribute Value
Attribute Scheduling OPERATIONSDETAIL/CUSTOMNUMBER01 Caption Name Field
  1. Click on Configuration> Administration>Customization.
  2. Right click and select new.
  3. In the Module Field select: Scheduling.
  4. In the Entity Field select: OPERATIONSDETAIL
  5. In the Attribute Field select: CUSTOMNUMBER01
  6. In the data type field should appears: Float.
  7. In the Caption Field type the name that should show the field within of the operation details tab.
  8. Click on OK button.
  9. Repeat from the step 1 to 8, if the user should create more Fields for the operation details tab.
  10. Restart the application with the same credentials.
  11. Click on Configuration>Setup>Services Types.
  12. Select a Service Type.
  13. On the bottom select a Job type.
  14. Click on the operation activities tab.
  15. Select any Activity.
  16. Right click and select edit.
  17. The right part of the window, search the name associated with the field created previously.
  18. Click on the OK button.
  19. Repeat from the step 16 to 17, if the user created more of one Field for the operation details tab.
  20. Click on Front Office> Scheduling>Work Orders.
  21. Right click and select new.
  22. Fill all the fields in yellow selecting the same Job Type edited previously.
  23. Change the status from Pending to In Progress.
  24. Clicking the assignments tab.
  25. Select a supervisor and add a new asset.
  26. Click on the Save button.
  27. Click on the take over button.
  28. Click on yes button.
  29. Click on the Operation Detail Tab.
  30. Click on “Click here a new operation detail”

The new field added appears on the screen with the names typed previously.

Create a New Customization: Asset

Object Module ID Attribute Value
Attribute Assets ASSET/CUSTOMNUMBER01 Caption Name Field
  1. Click on Configuration> Administration>Customization.
  2. Right click and select new.
  3. In the Module Field select: ASSET.
  4. In the Entity Field select: ASSET
  5. In the Attribute Field select: CUSTOMNUMBER1
  6. In the data type field should appears: Float.
  7. In the Caption Field type the name that should show the field within of the operation details tab.
  8. In the edit mask Field select as mask type: numeric and type: #####.## within Mask Field.
  9. Click on OK button.
  10. Repeat from the step 2 to 9, if the user should create more Fields for the assets tab.
  11. Restart the application with the same credentials.
  12. Click on Back Office>Assets>Categories.
  13. Select any Category.
  14. Right click and select edit.
  15. In the customizable fields select the asset name created previously checking the checkbox for the visible and required columns.
  16. Click on the OK button.
  17. Repeat from the step 15 to 16, if the user created more of one Field for the asset tab.
  18. Click on Back Office> Asset>Asset Listing.
  19. Right click and select new.
  20. Fill all the fields in yellow selecting the same Category edited previously.
  21. The new fields added appears on the screen with the names typed previously.
  22. Click on OK button.

Create a New Customization: Inventory

Object Module ID Attribute Value
Attribute Assets ITEM/COST Caption Name Field
  1. Click on Configuration> Administration>Customization.
  2. Right click and select new.
  3. In the Module Field select: INV
  4. In the Entity Field select: ITEM
  5. In the Attribute Field select: COST
  6. In the data type field should appears: Float.
  7. In the Caption Field type the name that should show the field within of the item master module.
  8. In the edit mask Field select as mask type: numeric and type: #####.## within Mask Field.
  9. Click on OK button.
  10. Repeat from the step 2 to 9, if the user should create more Fields for the item master module.
  11. Restart the application with the same credentials.
  12. Click on Back Office>Inventory>Item Master.
  13. Select any Item Master and clicking for edit.
  14. The new fields added appears on the screen with the names typed previously.
  15. Click on OK button.

Create a New Customization: Employees

Object Module ID Attribute Value
Attribute Employee Employee/Crew Caption Name Field
  1. Click on Configuration> Administration>Customization.
  2. Right click and select new.
  3. In the Module Field select: Employees
  4. In the Entity Field select: EMPLOYEE
  5. In the Attribute Field select: CREW
  6. In the data type field should appears: String.
  7. In the Caption Field type the name that should show the field within of the item master module.
  8. In the edit mask Field select as mask type: numeric and type: #####.## within Mask Field.
  9. Click on OK button.
  10. Repeat from the step 2 to 9, if the user should create more Fields for the item master module.
  11. Restart the application with the same credentials.
  12. Click on Back Office>Inventory>Item Master.
  13. Select any Item Master and clicking for edit.
  14. The new fields added appears on the screen with the names typed previously.
  15. Click on OK button.