Line items

Column selection / Column editor

The columns to be displayed in a Data Grid can be set using the Column Selection dialog. To open Column Selection, right click on the table column header and choose Show Column Editor from the context menu.

In the Column selection window, you can show the desired columns by activating the option in front of the column name.

Deactivate the check box in front of the column name to remove the column from the list view.

To save the list view layout, right click on the column header and select Save layout from the context menu.

Move columns / Change column order

Each user can set the column order individually. To move a column, click on the column and hold down the left mouse button, drag it to the desired position between two columns and release the mouse button (drag and drop).

Suitable locations for inserting a column are marked with two colored arrows.

Optimum width

Adjusts the column width to automatically match the contents. Right click on the column header and select Optimum width from the context menu.

Use the Save layout function to permanently store the changed column width.

Optimum width (all columns)

Adjusts the column width to automatically match the contents for all columns. Right click on the column header and select Optimum width (all columns) from the context menu.

Use the Save layout function to permanently store the changed column width.

Column filters

You can use column filters to display only certain data sets from extensive lists.

You can use the column filters for example to display all the client data sets for a particular ZIP code. Only the ZIP codes that are already recorded for the client data sets will be displayed.

To filter the data sets, click on the desired column (for example ZIP code) and on the filter icon there.

You will now see a list of all the recorded ZIP codes.

You can now select one or more values for the filter. There are also additional filters available (all, user defined, empty, not emptry).

If a filter is active for a column, this is indicated by the colored filter icon in the column header. Click on the icon to edit the filter.

Sort order

The values in a column can be sorted in ascending or descending order by clicking on the table column header.

You can sort rows without changing existing sort conditions as follows:

1. Press and hold down the Shift key and click on the column header until an up or down arrow appears

2. Right click on the column header and select Ascending order or Descending order from the context menu.

In the above example, the list is sorted by Zip code (ascending order) and additionally by Street (descending order). Thus, if there are several entries with the same Zip code, these entries will be sorted according to the Street field.

To remove a column from the sort criteria, press and hold down the Ctrl key and click on the column.

Column summaries

A column summary can be displayed below each column in the list.

To configure this column summary, right click on the column header and select Show Sums from the context menu.

A Totals field is now shown below the list. Right click in this field to select the value to be displayed for this column.

You can use the Customize... context menu command to make more detailed settings for the column summaries, including setting the Sort order and labeling when there are several sums.

Groupings

To group according to one or more columns, proceed as follows:

Method 1

• Right click on the column header and select Show grouping field from the context menu.
• Drag a column header into the Grouping field.
• You can drag additional columns into the grouping field to further subdivide a grouping.
• To remove the grouping, drag the column header from the group selection field and drop it back in the list or select the Remove grouping command in the context menu.

Method 2

Right click on the column header and select Group columns by from the context menu. You can now select whether to use the Standard grouping or grouping according to Initial letters.

To remove the grouping, right click on the column header or the particular column in the Group Selection field and select Remove Grouping from the context menu.

Grouping summaries

Summaries can be displayed for individual groupings.

To do this, right click in the column header in the Group Selection field and select Group Sum Editor from the context menu.

You can now define criteria for a Group Summary in the Group Selection dialog. You can use the Show number of rows option to display the number of data sets in a group.

Sort according to Grouping summaries

When a data grid has been grouped and a Grouping summary has been defined, the grouped data grid can also be sorted according to the values in the Grouping summary. Right click on the column header that is used for the grouping and select Sort by Group sorting from the context menu.

Calculated Fields

You can create Calculated fields in the Column editor. To do this, open the Column editor and click on the Add calculated field button.

First, you will be asked for a field name. Enter the header for the Calculated Field in the box. When you click OK to confirm the dialog, the Expression editor opens.

You can find a list of the functions and operators under Functions in Calculated fields.

To later edit the Expression, right click on the table column header of a Calculated Field and select Edit Expression from the context menu.

Iif(IsNullOrEmpty([Vorname]), [1. Zeile Firmenname], [Vorname] +   + [1. Zeile Firmenname])

In this example, the First name and Company 1 fields are combined into one field with a space between them, but only if the First name field is filled out. Otherwise, only the Company 1 field is output.

Field Background color

Data fields that meet certain conditions can be highlighted with a Background color.

To set Background colors for individual fields, right click on a column and select Background color from the menu.

You can now define a new rule. All the fields that match this rule will then be highlighted in the selected color.

The pencil icon opens the Expression editor. You can create more complex expressions with this editor. Also see Calculated Fields.

When you have successfully created a rule, close the window by clicking the OK button. The rule will be applied when you refresh the View.

Rule: [NoEmployees] < 30

Color: #FF009DFF

Using and Managing layouts

Right click on a column to open a context menu where you can access the Layout settings.

Load Layout

The Load layout command displays all the layouts that you have already created.

You can easily switch to another Layout here.

Save Layout / Save Layout As

When you Save Layout, the current View will be saved in the currently open Layout. All Expressions, Calculated Fields and Sort Groups will be included in this Layout and can be applied as required.

You can use the Save Layout As command to save the current View as a new separate Layout.

Specify the Layout properties for this.

Edit Layout

If you want to change the properties of the current Layout, select Edit Layout Properties from the menu. The Layout properties window opens. You can make the changes that you want here.

Reset Layout / Delete Layout

If the edited Layout is not what you want, you can undo the changes you made and revert to the original Layout by selecting Reset Layout from the menu. You can also use the Delete Layout command in the menu to delete a Layout entirely if you no longer want it.

Functions for text editing are provided in the Text toolbar (ribbon) The toolbar is shownwhen the cursor is placed in a text field that supports the corresponding text functions.

Also see esRichTextBox

'Format' area

The settings in the Format area determine whether the text can be edited with or without formatting. Depending on the selection, various functions will be shown in the toolbar.

Text only

Use the Text only format if you only want to edit the text without any formatting in the text field.

'Text' toolbar - 'Text only' format

Format

Use the Format format if you only want to edit the text with formatting and text mark ups in the text field.

'Text' toolbar - 'Format only' format

'Edit' area

Undo

Undo the last action.

Redo

Repeat the last action or restore the last undo.

Cut

Cut out the highlighted text and place it on the clipboard.

Copy

Copy highlighted text to clipboard.

Insert / Paste

Paste the text from the clipboard into the text field at the position of the cursor.

'Font' area

You can change the size, color, and many other attributes of the text in the Font area.

Font

Select one of the fonts (typefaces) installed on your system.

Size

Specifies the font size in points. Select a font size from the list. To preserve legibility for most documents and users, use a font size of eight points or above.

Font color

Specifies the color of the marked text. Select a color from the field.

Text markup

Specifies the markup for the marked text (for example bold or italic).

Bold

B -> Bold

Italic

I -> Italic

Underline

Indicates if the marked text is underlined The underline is in the same color as the font.

Crossed through

Draws a line through the marked text.

Subscript

Sets the marked text below the baseline and reduces the font size if a smaller size is available.

Superscript

Elevates the marked text above the baseline and reduces the font size if a smaller size is available.

'Paragraph' area

The text justification and list formats are set in the Paragraph area.

Justification

Left

Select Left to align the text against the left margin with a ragged right edge (or press the key combination Ctrl + L).

Centered

Select Centered to align the text to the center line with a ragged left and right edge (Ctrl + E).

Right

Select Right to align the text against the right margin with a ragged left edge (Ctrl + R).

Justified

Select Justified to align the text against the left and right margins and insert additional space between words so that each line is the same length (Ctrl + J).

Bullets

You can convert text to a list by marking the text and selecting Bullet list or Number. Every line or paragraph is converted into a bullet point.

If you select Number, the lines / paragraphs will be numbered consecutively. If you select Bullet list, a bullet is placed in front of each line / paragraph.

'Actions' area

Check spelling

Checks the spelling of the text.

Information about spellchecking

Spellcheck for eserp

The Hunspell open source dictionaries are used in eserp for spellchecking.

You can find more information at https://github.com/hunspell/hunspell.

Hunspell is an open source spellchecker that is used in LibreOffice, OpenOffice, Firefox, Thunderbird, and Google Chrome as well as in such products as OS X, Adobe InDesign, or Opera.

Dictionaries are available for spellchecking in many languages.

 

When eserp is installed, the dictionaries for some languages such as English and German (including some variants) are saved in the dictionaries directory of the installation folder.

When you add terms / words during spellchecking, these will be saved to the user defined dictionaries.

The user defined dictionaries are found in: C:\Users\<username>\AppData\Local\es2000 Errichter Software GmbH\".

Dictionaries for language variants, such as Canadian English, or other languages such as Italian or French can be downloaded from the OpenOffice website, for example. Supplementary dictionaries are also available for some industries.

For these, select the following link: https://extensions.openoffice.org/ (Dictionaries)

Permanent spellcheck

Spellchecking is performed as you type the text. Words that are not found in the dictionary are underlined with a red wavy line.

Right click on the word to see suggestions from the dictionary, add the word to the dictionary, or ignore the word.

Check spelling

The Check spelling function is available in text fields, the extended text editor, and the text field context menu.

You can check the spelling of a text using this function.

Page view

Opens the text in an extended editor. Here you can print out the text, save it, and insert additional elements (images, tables, icons, etc.)

Expanded text editor

The expanded text editor allows you to print out the text, save it, and insert additional elements (images, tables, icons, etc.)

The range of functions corresponds to that of common text editor programs such as OpenOffice, LibreOffice or Microsoft Word.

File menu

Start menu

Insert menu

Page layout menu

'Special actions' area

Insert document link

You can insert a link to a file in the document management system (DMS) using this function. The DMS file search function opens for you to select the file.

Select the desiredfile and then click on the Apply button.

For the format setting Text only, the link is inserted in the format eso://Document?id=29. If the Format setting is used, a clickable link is inserted (underlined colored text).

'Stock levels' area

The stock levels of the item in the various warehouses are shown here.

You can customize the layout of the list and save it using the Save layout command in the context menu.

The display can be restricted using the search and filter functions.

Background color meanings

Red: Item stock level is less than or equal to zero.

Yellow: Item stock level is less than the minimum stock level.

Blue: No available stock for the item.

'Turnover' area

Here you can display the quantity of the item in open offers (Offers) as well as the turnover quantities for the current year (Turnover) and the previous year.

'Reservations' area

The existing reservations for the selected item are shown in this area. You can use the Go to context menu command to open the associated order.

You can customize the layout of the list and save it using the Save layout command in the context menu.

The display can be restricted using the search and filter functions.

'Purchase orders' area

The open purchase orders for the selected item are shown here. You can use the Go to context menu command to open the associated purchase order.

You can customize the layout of the list and save it using the Save layout command in the context menu.

The display can be restricted using the search and filter functions.

'Change data set' area

Each detail view contains a copy of the current list view for the module. This can be viewed on the List tab in the Detail view. This enables you to also navigate through the original list in the Detail View using the navigation buttons.

If a filter or search is active when you open the detail view, this will also be applied to the display on the List tab.

First

Jumps to the first data set in the list. The sort order on the List tab is used.

Previous

Pages back to the previous data set in the list. The sort order on the List tab is used.

Next

Pages forward to the next data set in the list. The sort order on the List tab is used.

Last

Jumps to the last data set in the list. The sort order on the List tab is used.

'Purchase order' area

Book

You can book and print out / send the current purchase order with this function.

First specify the report for issuing the purchase order.

When you issue the purchase order, you can decide whether to send it or print it out. Click on the corresponding button (Send or Print).

If you select Send, the purchase order can be sent as an email or as a file in openTRANS format.

Also see

• Send purchase order by email

• Electronic purchase orders

 

Minimum order value

A check is made before printing, sending, or displaying a purchase order to see if the purchase order is less than the vendor's minimum order value.

The net prices of the individual line items are used to determine the order value of a purchase order.

If the purchase order is less than the minimum order value, you will be prompted to confirm that you want to print (send, display) the purchase order. The purchase order will not be printed (sent, displayed) without confirmation.

Where several purchase orders are printed at the same time, missing confirmation for one order will not affect the other orders.

In the next step, you can select the display options for issuing the purchase order. The booking process is started and the purchase order is issued in the desired manner when you click on the OK button.

Display options (Purchase order)

This function is used to influence the appearance of the printout / display of a purchase order.

Print prices

If Print prices is activated, prices with a value of $0.00 will also be printed out. This may be necessary for example if the order pertains to a guarantee delivery or free delivery from the vendor where the ordered material does not have a price.

Net price

The net prices of purchase order line items are output if this option is activated.

Print long text

The item purchase order long text for each purchase order line item is output if this option is activated.

You can record the Purchase order long text for an item for each vendor on the Items | Items / Services | Vendors - 'Purchase order data' sub tab tab.

Print item no.

The item number from the item master data is also output for each purchase order line item if this option is activated.

Print vendor's item no.

The vendor's item number (order number) is also output for each purchase order line item if this option is activated.

The vendor's item numbers can be recorded for each vendor on the Items | Items / Services | Vendors - 'Purchase order data' sub tab tab in the Order no. field.

Print line item breakdown

If the quantities for a purchase order line item are assigned to different orders, you can activate this option to print out the quantity for each order with the associated order number in addition to the total quantity ordered.

Preview

You can display a print preview of the particular purchase order using the Preview button. You can alter the appearance of the purchase order using the display options.

Display options (Purchase order)

This function is used to influence the appearance of the printout / display of a purchase order.

Print prices

If Print prices is activated, prices with a value of $0.00 will also be printed out. This may be necessary for example if the order pertains to a guarantee delivery or free delivery from the vendor where the ordered material does not have a price.

Net price

The net prices of purchase order line items are output if this option is activated.

Print long text

The item purchase order long text for each purchase order line item is output if this option is activated.

You can record the Purchase order long text for an item for each vendor on the Items | Items / Services | Vendors - 'Purchase order data' sub tab tab.

Print item no.

The item number from the item master data is also output for each purchase order line item if this option is activated.

Print vendor's item no.

The vendor's item number (order number) is also output for each purchase order line item if this option is activated.

The vendor's item numbers can be recorded for each vendor on the Items | Items / Services | Vendors - 'Purchase order data' sub tab tab in the Order no. field.

Print line item breakdown

If the quantities for a purchase order line item are assigned to different orders, you can activate this option to print out the quantity for each order with the associated order number in addition to the total quantity ordered.

Online Suppliers Comparison

Confirmed order information such as prices and delivery dates for online orders can be compared with the purchase order reference using the Online Suppliers Comparison function when you use an online interface for suppliers (eswawi, ITscope, etc.).

Completed on / off

You can use the Completed on / off button to set an entire purchase order including the associated line items to Completed.

This function can also be used to set completed purchase orders to uncompleted.

Go to

There is a general Go to function in eserp that allows you to jump to the associated modules.

You can use the Go to function to jump to other modules that are connected to the current process.

The Go to button in the Navigation toolbar is used to execute the Go to function.

Click on the icon in the button to display the available Go to targets.

When you click on an item in the list, the corresponding module opens with the linked data set.

Go to in the Context menu

The Go to function is also available at many points in the program in the Context menu that is opened with a right mouse click.

View change history

Program areas for which a detailed change history is to be recorded can be activated from Tools | Database logging. A report stating when data sets were deleted can be produced for each area. When the detail log function is activated, the report also states what kind of data sets were deleted.

This report is recorded in the report entry point Data set change history (Groups).

A report can be displayed from the Data set change history report entry point using the Show change history button. This function is also available in lists / tables via the context menu so that you can display the changes in the detail data sets.