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  • Card Orders with Stock Blocking

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titlePractical example of the process using Protheus
Expandir
titleAdd Card

To Add a new Card of Orders with Stock Blocking:

1) Click the menu Manage Cards.

2) Click Add.

3) Fill out the fields as explained below:

a) Card Type: In the combo, select the Card Orders w/ Stock Blocking.

b) Status: Enabled.

c) Title: Enter a title for the Card.

d) Display Filters:  Yes.

e) First Information: Total of Orders.

f) Second Information: Total of Items:

g) Third Information: Total Value.

h) Fourth Information: Total of Trade Notes:

i) Filter: You can filter Card data, such as, for example: Branch, Product, Location, Document or by Date.

j) Card Help. You can use this feature to enter a help description for the Card, to be displayed when you click the Card Title.

4) Click Save to finish the operation:


Expandir
titleEdit Card

To Edit a Card:

1) Click the menu Manage Cards.

2) Find the card Orders w/ Stock Blocking and click Edit  ();

3) Edit any data you need.

4) Click Save to finish the operation:


Expandir
titleDelete Card

To Delete the Card:

1) Click the menu Manage Cards.

2) Find the card Orders w/ Stock Blocking and click Delete ();

3) Click Confirm to finish the operation:

Expandir
titleCard Filters

The register of the Card Orders w/ Stock Blocking allows adding the following filters:

Issue Date, Product, Product Group, Customer, Store, Name, Transaction Nature, Payment Terms and Delivery.


Expandir
titleFilter by Issue

1) Click the menu Manage Cards.

2) Select the Card Orders w/ Stock Blocking.

3) Click Filter.

4) In Field, select Issue Date.

5) Select the Operator desired.

6) In Value, enter the date desired.

7) Click Ok.

8) Make sure the field Filter of the form is filled out with the filter entered.

9) Click Save to finish the operation:


Expandir
titleAdd Card to View

1) Click the menu Manage Views.

2) Find the view you want and click Edit ();

3) In field Cards, select the Card Orders w/ Stock Blocking.

4) Click Save to finish the operation:

03. OTHER INFORMATION

04. RELATED TOPICS

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