Status Module AutoComplete
AutoComplete Process
The School Status Modules Processes can be set to be autocompleted when a process is run in Matiries ERP. There are 20 Process that can be set as autocomplete.
The first step is to turn this feature on by selecting the system flag, Process Autocompletion Enabled. This flag is selected by going to System\System Setup\Order Entry Tab, and using the down arrow select Process Autocompletion Enabled. This must be set to "1" for processes to be autocompleted. See Below.
Select System menu, Process Autocompletion. The following screen will be displayed.
This screen is where you select the process you want to be autocompleted for each of the listed program functions and reports. The Autocomplete check box must be checked to autocomplete the function when the Process has been run in GiftTracker.
Setup a report the same way as a program function. Use the Down Arrow for the report, click Edit, select the process you want to be autocompleted when the report is run, check the Autocomplete this program function box, click Save.
You must add the processes you want to be completed in the Process Master. Select Schools, Process. The Program Functions are already setup and ready to be used but the Processes must be setup. Below is the screen that will be displayed.
The name of the Process is the name that will be displayed in the School Master Status Tab. The Priority number is the order that the Processes will be displayed on the Status Tab. The Processes should be ordered in the chronological order the process will occur. For example, Orders Picked would come before Orders Packed. The Process name does not have to match the Program Function name. Even the Process setup for the Reports do not have to match the actual Program Function name of the report. For example, the Process Name for the Program Function Order Variance with Student Number Report could be Orders Checked.
Below is a list of the Program Functions, Function Types, Process Names, and the Triggers that autocompletes the process.
|
|
Function
|
Process
|
|
| Function
|
Type
|
Name
|
Trigger
|
| Automatic Prizes |
Program |
Automatic Prizes |
After Automatic Prizes are run |
| Homerooms Entered |
Program |
Homerooms Entered |
After any Homeroom is entered by Import, Order Entry, or Homeroom Master |
| Import Internet Orders |
Program |
Import Internet Orders |
After Internet Orders Import is selected |
| Internet School Created |
Program |
Internet School Created |
After the brochure school has a matching Internet school is added. It does not matter whether it is added in the School Master, by School Import, or auto-added. |
| Merge Ship to School Orders |
Program |
Merge Ship To School Orders |
After Merge Ship to School Orders is run |
| Merged Orders by School ID |
Report |
Merged Orders By School ID |
After the report Merge Orders by School ID is run |
| Merged Orders Exceptions By School ID |
Report |
Merged Orders Exceptions By School ID |
After the report Merge Orders Exceptions is run |
| Order Forms And Brochures Sent |
Program |
Order Forms and Brochures Sent |
After a Program Launch has been created for a school |
| Order Variance with Student Number |
Report |
Order Variance with Student Number |
After the order Variance with Student Number is run |
| Orders Entered |
Program |
Orders Entered |
After the first order entry is entered for a Student Order |
| Orders Invoiced |
Program |
Orders Invoiced |
After the first time an Invoice is created |
| Orders Packed |
Program |
Orders Packed |
After the first time a pick ticket is packed |
| Orders Picked |
Program |
Orders Picked |
After the first time pick tickets are printed |
| Payment Received |
Program |
Payment Received |
After Paid Date is entered on the Invoice Screen |
| Prize Flyers Entered |
Program |
Prize Flyers Entered |
After a prize flyer for any of the 3 prize flyer fields on the School Master, Prizes tab is entered |
| Ready To Merge |
Report |
Ready To Merge |
After the Ready to Merge report is run |
| Remote Order Entry |
Program |
Remote Order Entry Completed |
After ROE Orders are Imported to FT |
| Reservation Received |
Program |
Reservation Received |
After the Reservation App updates the School Master |
| Unmatched Internet Orders |
Report |
Unmatched Internet Orders |
After the Unmatched Internet Orders report is run |
| Unmatched Ship To School Orders |
Report |
Unmatched Ship To School Orders |
After the Unmatched Ship To School Orders reports run |