Application Toolbars

An Application specific Toolbar appears at the top of each system application.
Their content is specific to each Application.
These Toolbars contain mainly Push-Buttons (and occasionally Fields and Toggles).
However for the reason that many application Toolbars contain similar Push-Buttons, they are described only once in this section.
Not all Applications use all of these Push-Buttons.
The system also uses a Ribbon Menu Toolbar containing Push-Buttons that are not Application specific or ones that allow quick access to common Applications.

Application Toolbar Contents:

Database Connection / Log-On Push-Buttons:

These Push-Buttons are associated with Log-On and Database connection operations.

Connect

Click to Connect to a database

Reconnect

Click to reconnect to a database.

Maintenance Push-Buttons (Left Hand Side)

These Push-Buttons are associated with Adding, Changing and Deleting the current record. They appear on the Left Hand side of the Toolbar. (There may be a similar set of Maintenance Push-Buttons appearing on the Right Hand Side of the Toolbar relating to grid table entries).

New

Click to clear the Application's current record values.

New

Click to clear the Application's current record values.

The following Maintenance Push Buttons are subject to these mutually exclusive rules:

If the current record ID does not exist on the database then the Add Push-Button will be visible.

If the current record ID exists on the database and the fields on the screen have not been changed, then the Delete Push-Button will be visible.

If the current record exists on the database and the fields on the screen have been changed, then the Change Push-Button will be visible.

If the record ID has not yet been entered and the Auto-Key option is valid for this entity / Application, then the Auto-Key will be visible.

Add

Click to Add a new record to the database.

Change

Click to Change an existing record in the database.

Delete

Click to Delete an existing record from the database.

Auto-Key

If clicked it will tag a record's ID field for automatic value generation during the

finalising Add action.

The Auto-Key function is used to automatically generate unique, next sequential ID field values.

The formats of Auto-Key values are bespoke, site specific and available only on nominated tables.

Refer to the System Administrator for a site's Auto-Key availability.

Tables nominated for Auto-Key'd records can contain both manually determined and Auto-Key'd IDs.

The Auto-Key toolbar button appears when adding new ID records to nominated tables and is used as follows:
Click the Application Toolbar Button: Auto-Key.
A hash (#) symbol will appear as a temporary tag in the ID field to be auto generated.
The Application Toolbar Button: Auto-Key will be replaced by the Application Toolbar Button: Add.
After completing all other fields required for the record, click the Application Toolbar Button: Add.
The system will now auto-generate the ID field with a value 1 greater that the highest previous record.

Maintenance Push-Buttons (Right Hand Side)

These Push-Buttons are usually associated with individual lines within a Table Grid. On selection (double clicking), the line is expanded into it's individual fields for easier maintenance. (There may be a similar set of Maintenance Push-Buttons appearing on the Left Hand Side of the Toolbar relating to the current record).

Wipe

Click to clear the selected Table Item line entry fields.

Wipe Unused

Click to clear unused Table Item lines.

Amount Reset

Click to clear data from Table Item lines.

The following Maintenance Push Buttons are subject to these mutually exclusive rules:

If the current line is not on the Table Grid then the Add Push-Button will be visible.

If the current line is on the Table Grid and the fields on the screen have not been changed, then the Delete Push-Button will be visible.

If the current line is on the Table Grid and the fields on the screen fields have been changed, then the Change Push-Button will be visible.

Add

Click to Add a new line to the Table Grid.

Change

Click to Change a line in the Table Grid.

Delete

Click to Delete a line from the Table Grid.

Expand

Click to overlay an enlarged view of the Table Grid.

Shrink

Click to return to normal view of the Table Grid.

GST Push-Buttons:

The following 2 Push-Buttons are used on Transaction applications for Generating and Wiping GST amount lines:

Auto GST

Click this Push-Button to create GST amount lines for each non-GST transaction line.

Wipe GST

Click this push button to remove all GST amount lines.

On-Charge Push-Buttons:

The following 3 Push-Buttons appear in On-Charge related applications.

On-Charge
This Push-Button will appear when a transaction is available for On-Charging.

Select
This Push-Button will expand a transaction's charge lines over the property's Lease Hierarchy.

Apply
This Push-Button will apply an On-Charge Profile over a transaction's Lease Hierarchy.

Process Push-Buttons:

The following 3 Push-Buttons appear in applications which contain an embedded Process.

Start
This Push-Button will appear when the required fields have been entered and the process
is ready for Starting. Click to Start the process.

Stop
This Push-Button will appear when the process has been started by the Start Push-Button.
Click to prematurely Stop the process.

X Report
This Push-Button will appear when the process has completed and a Report Log has been
created. After reviewing, click to reset the Report Log.

Asset Push-Buttons:

The following Push-Buttons are associated with Asset Maintenance tasks:

Measure
When a Measure has been applied to the Asset, clicking this will navigate to the Asset
Management Profile window.

Default
Clicking this will populate the Component Property details with the main Asset Property
details.

Calculate
Clicking this will synchronise and auto-calculate interdependent Asset Component
fields.

Budget Preparation Push-Buttons:

The following Push-Buttons are associated with Budget Preparation tasks:

Start
Clicking this will start the Lease Charge Projection process.

Calculate
Clicking this will populate previous year columns on Budget Preparation screen.

Apply
Click to apply COA Profile for Budget Preparation

Toggle
Clicking this will select the required rows from the Budget Preparation screen.

Select
Clicking this will populate records on the Budget Preparation screen.

To Budget
Clicking this will copy the Budget Preparation data to the Budget screen.

To Forecast
Clicking this will copy the Budget Preparation data to the Forecast screen.

Copy
Clicking this will copy the Budget data to the Forecast screen.

CRM Communication Push-Buttons

The following Push-Buttons are associated with CRM communication tasks:

E-Mail
Create, cross-reference and send an E-Mail

Phone Call
Place and cross-reference a Phone Call.

Meeting
Create, cross-reference and record a Meeting notification.

SMS
Create, cross-reference and send an SMS.

Note
Create, cross-reference and record a Note.

Auto Preview
Click to see the full details of the communication task.

Preview
Click to preview an E-Mail before sending.

Send
Click to send an E-Mail.

Add
Click to add an Attachment to an E-Mail.

Delete
Click to delete an Attachment from an E-Mail.

Open
Click to open an Attachment on an E-Mail.

Search Push-Button:

The Search Push Button and it's associated components are fully described in Searching for Entities

Search
Click to call the Search function.

Archived
Toggle this to include / exclude Archived records.

Search Grid
Click to populate the table of entities related to a particular search field and filters.

Select
Click to return multiple selected records to the parent application.

Reporting Push-Buttons:

The following Push-Buttons appear within reporting applications:

Print
Click to Print a Report.

View
Click to View a Report on screen.

Schedule
Click to Schedule a Report.

General Push Buttons:

Allocation
Click to call the Allocation Transaction screen.

Invoice
Click to call the Invoice screen.

Purchase Order
Click to call the Purchase Order screen.

Default
Click to call Default ID.

Dishonour
Click to dishonour a Receipt or Payment transaction.

Diary
Click to call Diary entries related to this entity.

E-Mail
Click to create an entity related E-Mail.

Export
Click to export a generated file.

Export
Click to export a Diary entry.

Export
Click to export a Contact.

Disk
Click to export a Report to a file.

Application
Click to export and open a Report in an external application.

Files
Click to access Files related to this entity's ID value.
Before clicking this button, the record's ID field needs to have been entered.
When clicked, the standard Microsoft Windows files browser will open.
Select the file for display.

Final
Click to run a Final process (usually after a Trial).

Finalise
Click to Finalise a procedure.

Geocode
Click to call the Geocode application.
This is used to find Latitude / Longitude values for a given address.

GoTo>
Click to go to related screens.
A screen may contain identifier (ID) fields other than itself. Their related Maintenance
screens may be called by clicking the appropriate visible GoTo push button. The icons
on GoTo push buttons are stamped with an ">" arrow. This push button may also be accompanied by a Hierarchy "V" arrow. Click this to display a Property's hierarchy. The one shown here is the Section GoTo.

Help
Click to select Help functions.

No
Click to not accept.

Option
Click to call the Lease Option Profile application.

Distribution
Click to call the Owner Distribution Profile application.

Percentage Rent
Click to call the Percentage Rent Profile application.

Preview
Click to preview the results of a process.

Process
Click to initiate a Process operation.

Process Review
Click to process a Lease Review.

Budget COA
Click to process the Budget COA Profile application

Purchase Order
Click to use a pre-existing Purchase Order as a starter for a transaction.

Purchase Order Allocation
Click to call the Purchase Order Allocation screen.

Outgoings
Click to process the Outgoings Profile application.

Budget Trial
Click to create the Budget Trial data.

To Budget
Clicking this will copy the Budget Preparation data to the Budget screen.

Accrual Trial
Click to create the Accrual Trial data.

To Accrual
Clicking this will copy the Accruals Preparation data to the Accrual screen.

Purge
Click to call the Purge Diary Entries application.

Recurrence
Click to call the Diary Recurrence application.

Repair
Click to run a Repair function.

Review
Click to call the Lease Review Profile application.

Reports
Click to select Reports available for a particular application.
Depending on the application, ID field contents may further define the Report selection.

Rollback
Click to undo a previous action / process.

Search
Click to initiate a Search.

Select
Click to process a Selection.

Template
Click to use an Application's current record as the basis for creating another with
similar values.
After locating an exiting record:
Click the Template push button.
The window will refresh showing the Application Toolbar Button: Add.
All values , particularly the ID field, unique to the source, will have been removed.
After supplying / changing the fields required for the record, click the Application Toolbar Button: Add.
A new record based on the Template will be created.

Trial
Click to run a Trial process (usually before a Final).

Word Mail Merge
Click to create Word Mail Merge Letters.

Work Order
Click to use a pre-existing Work Order as a starter for a Purchase Order.

Yes
Click to accept.

Navigational Push Buttons:

Annexe
Annexe Property Level

Asset
Asset

Bond Account
Bond Account (Creditor or Debtor)

Building
Building Property Level

Land
Land Property Level

Lease
Lease Property Level

Lease Account
Lease Account (Landlord or Tenant)

Occupant
Occupant

Owner
Owner

Section
Section Property Level

Suite
Suite Property Level

Sundry Account
Sundry Account (Creditor or Debtor)

Transaction
Transaction

Trust Account
Trust Account (Creditor or Debtor)

Dashboard Push Button:

Add Dashboard Component
Drop down list of Dashboard Components.
Associated Add push-button.

Refresh Component
Component contents are normally refreshed each time they are loaded.
However, activity in other parts of the system may affect a Component.
Clicking this button will update the Component content.

Maintain Component
Click this button to open the Settings screen relating to the Component.