Client points operation window
Windows used with client points operations: entry window, and editor windows.
Entry window
The entry window is used to enter a new points operation.
The New client points operation window is opened by the Add command in the context menu of the viewer window.
New client points operation entry window
Window fields:
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Name — name of the points operation.
The operation name (number) can be automatically generated or entered manually. Automatic generation occurs when the window is opened or when the selection button in the Name field is pressed. Automatic names are generated using the template specified in the directory. The client should be specified in the Client field before automatically generating the operation number, otherwise the number will be generated using only partial information.
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Description - brief description.
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Date — date and time the operation was performed.
This field is pre-populated automatically when the window is opened, but can be edited.
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Quantity — number of points transferred to the client's balance.
A positive value denotes a deposit to the account, a negative value denotes a debit.
The number of points debited from the account can exceed the current balance, as negative points balances are allowed.
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Client — name of the client whose account the operation is carried out on. Selection is made in the window.
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Point type — type of points used in the operation. Selection is made in the window.
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Operation owner — name of the employee who performed the operation. Selection is made in the window.
Selecting will add the operation to the list and close the entry window. Selecting will close the window without saving the operation. Selecting will add the operation to the list without closing the entry window.
Editor window
The editor window is opened by the Edit command in the context menu when one or operations are selected.
If one operation is selected, the Client points operation editor window will open:
Client points operation editor window
The fields are the same as in the window.
Multiple editor window
The multiple client points operations editor window opens when multiple point operations are selected for editing.
The name of the window is Client points operations. This window includes a panel with a list of the selected account operations.
Multiple Client points operations editor window
When multiple points operations are selected for editing, any changes that are saved will be applied to all of the selected points operations.