Extender Templates

Tech Tuesday

Tech Tuesday: Templates for SmartList Builder, Excel Report Builder, Navigation List Builder and Extender

While it is widely known that eOne has templates available for use with SmartConnect, it is not as commonly known that eOne also has templates that can be used with the other applications such as SmartList Builder, Excel Report Builder, Navigation List Builder, and Extender. For this Tech Tuesday article, I thought I might highlight…

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Software Template for Extender

Form Name: Software Contract Form ID: CONTRACT_TMP Solution: Software Template This Form tracks contract information such as the maintenance percent, renewal dates, and if they are current. The Exclusions button opens a Notes extra window.   Form Name: Software Customer Contacts Form ID: CUST_CONT_TMP Solution: Software Template This Form tracks the customers contact information. It will…

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Notes Template for Extender

Window Name: Account Notes Window ID: ACCT_NOTES_TMP Solution: Notes Template This window will add an option to the Additional Menu of the Account Maintenance window. It adds a note list window that can be used to track multiple notes on the Account Number. There are no Notes Types setup on this window.    Window Name:…

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Next Numeric Template for Extender

Action Name: Next Numeric Customer Number Action ID: NEXT_CUST_TMP Solution: Next Numeric Template This action will set the next Customer Number automatically. It will start with 000000000000001 and each time a new customer is created, it will increase by 1. The incrementing happens by searching the RM_Customer_MSTR for the last Customer Number in the table.  This…

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Shortcuts Template for Extender

Action Name: Create Sales Order Action ID: CUST_SOP_TMP Solution: Shortcuts Template This action will add an option to the Additional Menu of the Customer Maintenance window to open the Sales Transaction Entry window. It will populate the Customer ID based on the Customer ID that was selected in the Customer Maintenance window.    Action Name:…

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Duplicate PO Number Check Template for Extender

Action Name: Check for Duplicate PO Number Action ID: SOP_DUP_PO_TMP Solution: Duplicate PO Number Check Template This action checks to see if the Customer ID and Customer PO Number Combination already exists in the Sales history. If it does exist, it displays the message “A document has already been entered for this customer with this…

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Default Batch Template for Extender

Action Name: Default Cash Receipts Batch ID Action ID: BATCH_CASH_TMP Solution: Default Batch Template This action sets the Batch ID in the Cash Receipts Entry to be the User ID and User Date (YYYYMMDD) and sets the batch comment to “Auto created batch for ‘user name’”. This action fires when the Cash Receipts Entry window…

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Contacts Template for Extender

Form Name: Contacts Form ID: CONTACTS_TMP Solution: Contacts Template The Contacts Form will track contacts for you. It will track such data as their company information, address, and phone numbers. The Notes button will open a Notes extra window to track Notes on the contact for you. Form Name: Lead Source Form ID: LEADSOURCE_TMP Solution: Contacts…

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Cash Receipts Document Find Template for Extender

Action Name: Find cash receipt by document amount Action ID: FIND_CASH_TMP Solution: Cash Receipts Document Find Template This action will find the max customer ID in the RM20101 where the Transaction Amount is equal to the Amount entered on the Cash Receipts Entry. If there is a Customer ID already entered on the window when…

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Call Tracking Template for Extender

Form Name: Call Tracking Form ID: CALL_TMP Solution: Call Tracking Template The Call Tracking form will track the service calls that are taken. It will track such things as the issue, the technician on the call, the hours and rate to bill. The Notes button opens a notes Extra Window that can be used to…

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