Planned cost records document list

Planned cost records document list

The Planned cost records document list is used for viewing and managing planned cost records.

Location: StorePlanned cost records.

The list of planned cost records can also be opened by using the Planned cost records command from the context menu of the Store groups directory.

Figure 7.218. Planned cost records document list window


The window contains a panel with filter parameters and a panel displaying a list of the planned cost records that match the selected filter parameters.

Data grid columns:

  • Number indicates the number of the planned cost record.

  • Date shows the date and time the planned cost record was created.

  • Description is a brief description of the planned cost record.

  • Store group is the name of the store group for which the planned cost record was created.

  • Employee denotes the employee who created the planned cost record.

  • Status is the status of the planned cost record.

    The document can have one of the following statuses:

    • Not ready – the document is open for changes.

    • Ready – the record is finalized and read-only.

  • System is a tag identifying system objects.

The context menu contains the following commands:

  • Add (Ins) – adds a new planned cost record.

  • Edit (F2) – edits the selected planned cost records.

  • Delete (Del) – permanently deletes the selected planned cost records.

  • Status – menu with the commands to alter the document status.

    When you select one or more documents with the same status, their current status will not be available in the context menu. When you select documents with different statuses, all possible statuses will be available in the context menu.

  • Export – menu with the commands to export files into an external file or update package.

  • Clipboard – menu with the commands to operate the clipboard.

  • Print (Ctrl+P) – generates print layouts.

  • Summary functions – menu with the commands to manage the summary functions of the data grid.

  • Additional functions – menu with the commands to operate the data grid.

Planned cost records are added to the list using the New planned cost record and New planned cost records entry windows. The Planned cost record and Planned cost records windows are used for editing.

The confirm permanent deletion prompt appears when you delete planned cost records.