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OASIS Screens»Workgroups Buttons
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Last modified on 12/11/2015 1:40 PM by User.

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Workgroups Buttons

Toolbar Buttons

 

Button / Field Purpose / Action
 New Creates a new Workgroup
 Open Open Selected
 Find This button currently has no functionality on the workgroup screen.

 Help

Opens the Home Screen user guide.

Menus

File

  

Menu option Purpose / Function
New Creates a new workgroup.
New Like Creates a new workgroup like the selected one
Open Opens the selected workgroup
Export Exports the selected workgroup in OASIS native format (.oasisz)
Refresh Refreshes the workgroup listing
Delete Deletes the selected workgroup (NOT RECOMMENDED)
Preferences Opens the workgroup listing preferences menu
Close Closes OASIS

Help

Column Headers

Header Description
Name Workgroup ID (name)
Location Shows the Location ID as selected on the workgroup
Department Shows the Department ID as selected on the workgroup
Description Shows the workgroup description as entered in the workgroup
CreateUser The user that created the workgroup
CreateDate The date that the workgroup was created
DefaultBSID The default resell company selected for this workgroup
UpdateUser The user that last updated the workgroup
UpdateDate The date that the workgroup was last updated

Workgroup Editor

General

Button / Field Purpose / Action
Workgroup ID Assigns the workgroup an ID number.
Location ID  Assigns the workgroup a location ID.
Department ID

Assigns the workgroup a Department ID.

Description Gives the workgroup a description.
Output Footer The footer is used on forms in Submittals and other OASIS applications. Typically a website address is added.
Here is a help document for more information on adding images to the logo areas in OASIS: Logo Editor

Contact Information

Button /Field Purpose / Action
 Verify Address Use postal file to verify the address
 Lookup Address Use the OASIS contact databases to lookup an address.
Name

Assigns the name of the Mail Address

Line1 Assigns the street address
Line2 Assigns secondary street address
City/State/Zip

Assigns the City, State, and Zip code the street is in

Country Assigns the Country
Kind Phone kind (e.g. 800, mobile) or other contact type (e.g. WWW).
Number

Assigns Phone number to address

Ext Assigns the extension number

Order Entry

Button / Field Action / Purpose
Inserts new PO line
Delete PO line
Account

Sales account to default when creating new POs

Percent Percent of sales to assign to the related account.
Default Resell company for workgroup Resell company to use when processing transactions for this workgroup.

Terms

Button / Field Action / Purpose
Quotes Terms text to show when printing a quote
Orders Terms text to show when printing an order

Web


 

Button / Field Purpose / Action
Home Message Message to show on OASIS Web after logging in.
User Terms Terms text to show on OASIS Web after logging in.

Here is a help document for more information on adding images to the logo areas in OASIS: Logo Editor

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