The Order Summary Form
From: Main Menu -- Add/Edit Customers -- Right Click Popup Menu



NOTE: Move the cursor over the picture of the form. When you see the little hand thingy Hand Thingy appear, you can click on the item to get more information!

Purchase Order Number Sales Person Order Has Order Date Date Promised Order Total Payments Amount Due Invoice Work Order Purchase Agreement Program Renewal Refresh Close Record Selectors Form Control NavigationButtons Scroll Bar The order summaries form is just that; displaying one line summaries of customer orders. You cannot enter information in this form (use the Orders Form for that); but you can use it to access other related forms, and get a quick update on the customer status. See the HowTo Guide on Order Taking for more explanation.
Customer Form Receiver Form Service Form Program Form Provider Form Commission Form Order Form Payment Form
NOTE: The menu to the right (with customers, receivers, etc.) is displayed whenever you right click inside the form you are working in, allowing you to quickly move from form to form as you enter customer information.

Order Has: Displays what types of items are included in the order. Double click on this field to display the various forms that make up the order.
Data source: Orders.OrderHas

Order Date: Displays the order date. Double click on this field to display the Orders Form.
Data source: Orders.OrderDate

Payments: Displays the total payments. Double click on this field to display the Payments Form, showing the payment for the date of the order. If no payment exists, a new record with the correct order date is made.
Data source: Orders.Payments

Invoice: Print an Invoice .

Work Order: Print a Work Order .

Purchase Agreement: Print a Purchase Agreement .

Program Renewal: Print a Program Renewal Letter. The Microsoft Word Template for this letter is called C:\Sat Tracker\MailMerge\ProgramRenewal.dot . NOTE: you cannot open a .dot file by double clicking on it from the windows explorer. You have to open the .dot file from within Microsoft Word. Otherwise, Word creates a new document using the template file.

The Program Renewal letter uses bookmarks as the insertion points for the current customer's order data. You can view the bookmarks from the Word 'Insert' menu. Unfortunately, the bookmarks make the document look messy. You can make them invisible by selecting "Tools:Options" and deselect the check box for bookmarks. If you change any bookmark names the program renewal letter will not work; but you can always move them around.

Refresh: Recalculates all orders for the customer. Use this if there were multi-user conflicts whilst the order was being calculated, or if you for any reason think the order calculations are incomplete or incorrect .

Close: Close this form.





































Hand Thingy: See? It really works!!



















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Copyright Mathes Future Products, 2000, all rights reserved
Page last updated: Wednesday, July 19, 2000