Function

Description

Refresh

This repopulates the data currently viewed with any changes that may have been made to the data or to the search.

Expand All Items

This opens all record in the display for viewing or editing.

Collapse All Items

This minimizes all records in the display.

Show Only Unsaved Modified Values

This option displays records that have been edited and not yet saved.

Show All Items

This displays all records as if accesses the setup area for the first time.

Function

Description

Category and Subcategory

Activate Items Shown…

Available in limited setups, this option offers the ability to activate multiple records at once. All records on the screen will have status changed to active when Activate Items Shown is clicked.

IMPORTANT: Use a search to list only the specific records you wish to be activated. Click on the dropdown arrow to open advanced search functionality, shown below. Enter search criteria and then the Search button. Once the records list is reduced to just the records you wish activated, click Activate Items Shown….

Acct & Financial:

Reduction Template Setup

Administration:

Move Type Setup

Customer Service:

Account Setup

Account Profile Setup

Material Type Setup

Note Type Setup

Tasks Setup

Document Management:

Document Type Setup

Operations:

Local Service Type Setup

Add Items Shown to Location

Administration:

Branch Setup

Inactivate Items Shown…

Available in limited setups, this option offers the ability to inactivate multiple records at once. All records on the screen will be inactivated when Inactivate Items Shown is clicked.

IMPORTANT: Use a search to list only the specific records you wish to be inactivated. Click on the dropdown arrow to open advanced search functionality, shown below. Enter search criteria and then the Search button. Once the records list is reduced to just the records you wish inactivated, click Inactivate Items Shown….

Acct & Financial:

Reduction Template Setup

Administration:

Move Type Setup

Customer Service:

Account Setup

Account Profile Setup

Material Type Setup

Note Type Setup

Tasks Setup

Document Management:

Document Type Setup

Operations:

Local Service Type Setup

Mass Add All Job Costing Branch Items Shown

This option helps in copying branch-wide hourly wages of a source Labor Type Setup record to one or more destination Labor Type Setup records selected through the search function.

Refer to Labor Type Setup topic for further details.

Administration:

Labor Type Setup

Merge Items Shown

This option allows you to merge the records selected through a search into a single record. The application prompts you to select the record that will be the base (or primary) record that all other records merge into.

Refer to Personnel Setup for more information on this function.

Personnel:

Personnel Setup

Item Code Mapping

This option opens the classic Mover’s Suite Administration screen. From the Tools menu of this screen, you can open up the Item Code Generation screen. This screen shows you the mapping of each Item Code against its description.

Item Code Setup