Operator

Operator

• Description
• Functionality
• Related topics
• Technical documentation

Description

An operator is a relationship role of a company or person between itself and your company.

Functionality

• Input window
• List window
• Selection window
• Option window

Input window

This module is used to maintain operator data.

Fields marked with "italics" represent data directly from the company. If something is changed in one of these fields, the change is adopted for all roles and the company itself. All these data can also be edited directly in the company input window.

Menu

Menu item	Description
Edit	-
: Partner Type	In this menu, you can decide whether the displayed operator is a company or a person.
: Attachment	Also available as context menu in the plant list with right mouse button
: : Insert	Assigning the operator of an industrial installation
: : Remove	Delete the assignment of the operator to the selected industrial plant.
: Projects	Also available as context menu in the project list with right mouse button
: : Insert	Assign the operator to a project as an operative partner.
: : Open and insert new project	This opens the project window and the operative partner is filled with the operator.
: : Remove	Delete the operator assignment to the selected project. If the operator was entered as a business partner and as an operative partner for the project, the operative partner is deleted first.
: Communication	-
: : Insert	-
: : : Street address	Insert street address
: : : P.O. Box address	Insert letterbox address
: : : Telephone	Insert phone number
: : : Mobile phone	Insert mobile phone number
: : : Fax	Inserting a fax number
: : : E-mail	Insert email address
: : : WWW address	Insert website address
: : Edit	Edit selected communication object
: : Delete	Remove selected communication object
: : Contact	Contact selected communication object
: : Print	Printout of the operator's data
: : Representation	-
: : : Detailed	Display communication data in the detailed view
: : : List	Display communication data in the list view
: : Validity	Set validity
Notes	Create/edit notes
: Operations	Operations of the operator
: Create activity document	Activity document
: : Note	Creating an activity document for an ink note
: : Letter	Generate transaction document for a letter
: : Fax	Creating a transaction document for a fax
: : Email	-
: : : Writing	Write an email
: : : Import from Outlook	Import email from Outlook
: : Phone call	Creating an activity document for a telephone call
: : Meeting	Generate activity document for a meeting
Close	Close window
Company	-
: Affiliated companies	Affiliated companies of the operator
: Contact person	Contact person of the operator
: Branch
: : Insert	It opens a window with the contents of the order term "INDUSTRIES". You can select an industry by double-clicking or by clicking on the "OK" button and assign it to the operator.
: : Remove	Delete the selected entries from the list of sectors.
Search	-
: Specific search terms	-
: : General	The operator can also be found using the search terms of the company/person.
: : Roller-bound	The operator can only be found using the search terms specified here.
: Search terms	-
: : Insert	Insert search term
: : Remove	Remove search term
: Search	Call up list window

Toolbar

Symbol	Description
	Creating a new operator
	Save changes
	Delete operator
	Printout of the operator's data
	Edit company
	Edit customers
	Contact person of the company
	Associated companies of the company
	Create/edit notes
	Operations of the displayed operator
	Send email to the operator shown
	Create activity document

Fields

Field	Description
Master data
: Master data	-
: : Search terms	Designations that lead to the current data record when searching for the operator.
: : Company * / Name *	Name of the company / person. This is a mandatory field!
: Communication	Street and / or P.O. box addresses of the company
Additional data
: Partners
: : Language	Language
: : Currency	Currency on receipt of payment
: : : VAT Id.No.	Sales tax identification number
: Categories
: : Branch	Industries of the operator. (Assignment to the classification term "INDUSTRIES")
Annexes
: Installations	Listing of the plants.
Cost unit
: Cost unit	Listing of the cost units where the operator was assigned as partner, operator or planner.

Buttons

button	Description
OK	Changes to the operator are saved. If no changes are made, the button is locked.
New	A new operator is created.
Delete	The displayed operator will be deleted without further enquiry.

List window

This window is used to list the operators.

Menu

Menu item	Description
Options	Call up the option window

Toolbar

Symbol	Description
	Perform multiple search: All fields marked in blue are taken into account in this search. With the multiple search it is possible to search for several criteria at once.
	Creating a new operator
	Selected operator is opened in the input window
	Print operator
	Searchfor characteristics
	Search for objects that do not contain any of the characteristics to be specified (regardless of the value set)
	Empty list and delete search terms
	Edit partner data
	Editing customer data
	Contact person of the company
	Affiliated companies
	Create/edit notes
	Operations of the selected operator
	Send email to the selected operators
	Create activity document
	Set validity
	Copy all operators to the clipboard

Search fields

Field	Description
Search Keyword	Search by keyword
Number	Search by operator number
Country	First select the country to search for. Then start the search with the button.
POSTCODE	Search by postcode
Place	Search by location

Buttons

button	Description
Edit	Selected operator is opened in the input window
New	A new supplier is created.
Delete	The displayed operator will be deleted without further enquiry.
Close	The window is closed.

Selection window

This window is used to select an operator.

Menu

Menu item	Description
Options	Call up the option window

Toolbar

Symbol	Description
	Perform multiple search: All fields marked in blue are taken into account in this search. With the multiple search it is possible to search for several criteria at once.
	Reset list

Search fields

Field	Description
Search Keyword	Search by keyword
Number	Search by operator number
Country	First select the country to search for. Then start the search with the button.
POSTCODE	Search by postcode
Place	Search by location

Buttons

button	Description
OK	Confirm selection
Close	The window is closed.

Option window

All settings for the search can be made here. The window can only be closed with the "OK" button.

Menu

Menu item	Description
Edit	-
: Set default settings	all changed settings are reset to default

Fields

Field	Description
Search options	-
: Immediate take over in case of a hit	If only one operator is found during a search, this is opened in the input window
Clear the list before starting a new search	The list is cleared before each new search
: General Search	Search terms used by the operator himself
Advanced search	Search terms of the operator's roles are taken into account
Validity	Validity
Number of objects	Determines the maximum number of objects in the list that can be displayed during a search

Buttons

button	Description
OK	The settings are saved and the window is closed.

Related topics

• Index
• Company
• Person

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Technical documentation

• Implementation
• Quality assurance
• Operator base module
  • Operator editing module
  • Operator selection module

Operator base module

Module name

operator.mod

Classes

CX_OPERATOR

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security

Sent messages

Message	Parameters	Function	Receiver module

Operator editing module

Module name

operaedt.mod

Classes

CX_OPERATOR

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security

Sent messages

Message	Parameters	Function	Receiver module

Operator selection module

Module name

operasel.mod

Classes

CX_OPERATOR

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security

Sent messages

Message	Parameters	Function	Receiver module