Set Options for Reports and Inquiries

Use Program Options Maintenance (XROPT) to set options for report and inquiry programs by user, branch, or enterprise, set options for the Price Lookup (PLU) program, and create a list of reports that a user can access by clicking the Reports button on a menu screen. See Road Map for work flow.

You can perform these functions only if you are a master user; if you are not, you can set, change, and delete your own options.

The program displays these fields:

Field Name

Displays

Prgm name

The program that has options set

Program title

The program title (i.e., the descriptive name of the program)

Login branch

The login branch to which these options apply

User

The user for these options; if blank, options apply to all users at this branch

Option name

The name assigned to this option set

Report description

The description entered for this report to be displayed by the My Reports Menu (RPTMNU) program

Changed by

The user who last changed the options

Date/time

The date and time the last change was made

Version

The PowerShift version that was installed when the last change was made

Release

The PowerShift release level that was installed when the last change was made

Build

The PowerShift build that was installed when the last change was made

  1. Choose the appropriate options:

To

Do This

Add a set of options

Click Add. See step 2.

Delete a set of options

Highlight the line and click Delete. See Delete.

Note
You can delete another user's options only if your User type in the User Maintenance (UIM) program is Master.

Display or change a set of options

Highlight the line and click Select or double click the line.

Print the list of program options

Click Print. See Print.

Add the selected report to a user's list of reports

Click User list. See Create a List of Reports for a User.

Add the selected report to a job stream

Click Job stream.

Note
This button is only displayed when you are setting up a job stream. See Create or Change a Job Stream.

Exit the program

Click Exit.

  1. Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Program name

Required
8 alphanumeric

Enter the name of the program for which you want to set user options or click the Lookup icon and use the standard lookup options to select the program from a list.

Login branch

Optional
4 alphanumeric

Select the branch for which you want to set these options or leave blank to set the same options regardless of branch.

User ID

Optional
5 alphanumeric

Select the user for which you want to set these options or leave blank to set the same options for all users of this program.

Option name

Optional
8 alphanumeric

Enter a name to identify this set of options.

For example, you might save three sets of options for the Inventory Valuation Report: ONHAND, FS and TRANSIT to provide separate valuations of on hand, floor stock, and in-transit inventory.

After you enter Option name, the Runtime, Sort, Selection, and/or Program options tabs for the program you selected are displayed.

  1. Enter or select the options that you want to set for this program. For Runtime, Sort, and Selection options, see Set Options for Reports and Inquiries. For Program options, press F1 to display the program's help topic.

  2. Click OK to apply and save the selected options or click Cancel to exit with applying them.

    Note
    The Save button is not available. When you click OK, the options you set are saved.