Dynamic Tab Settings

System Administration > System Settings > General Administration System Settings > Screen Settings > Dynamic Tab Settings

Use this routine to create custom user-defined inquiries called DTS (dynamic tab select) inquiries. Begin by selecting a basic template, then choosing the individual inquiries from a list of existing STORIS inquiry screens to be added as tabs to your DTS template. Not all STORIS inquiries can be added to DTSs. The DTS can be accessed from the STORIS menu.

After tabs are set up and accessed, all fields are visible. After a customer is selected, some fields are hidden based on your account settings and available customer information.

How to Set Up Your DTS

1. Use the fields on this screen to select your DTS template and customize your selected inquiry tabs.

1. After clicking Save, a prompt appears asking if you want to add this DTS to the User Defined Options for Staff Menu Builder.

2. After clicking Save, use the Set Up Menus routine to add a DTS to the User Defined menu in order to make it available within STORIS.

Available DTS Templates

Each of the above DTS types consists of a different set of inquires from which you can choose. You specify the type at the Type field, and the inquiry options available to you list accordingly. When your DTS is created, the header and General page are always included.

STORIS comes delivered with the following standard DTS inquiries. You can edit these, but you cannot delete them.

Use this field to establish an ID number for the inquiry screen you wish to create or edit. To create a new DTS, enter an ID number. To editing an existing DTS, either enter the ID number or click on the Search button to select from a list of valid Inquiry IDs.

When creating new DTSs, do not specify a single-digit ID. Single-digit numbers are reserved for STORIS Standard DTS ID numbers.

Enter or edit the description of this DTS. This field is active after the Inquiry ID field has been populated. The extra action button opens the Description Field - Language Translation Entry window, where a language translation of the description can be entered.

The description entered here defaults into the User Defined Menu Description window that appears after the DTS is saved.

Specify the type of tab on which to base your DTS. You have the following options:

Product
Customer
Vendor
Salesperson
Advanced Receivables

After an item appears in the grid, the Type field becomes inactive and cannot be edited.

Enter the ID number of a tab you want to include in this inquiry or click on the Search button to select from a list of valid tabs (if any). This screens in this list depend on the option selected in the Type field. For example, if Product was selected at the Type field, the results of the Search at the Tab ID field include product-related tabs.

After a valid tab ID is entered, the Add, Clear, and Remove buttons associated with the grid become active.

The default text (if any) for the selected tab appears. This text can be edited. Click the extra Action button to access the Description Field - Language Translation Entry screen, which you can use to enter a language translation of the description.

Inquiry ID	Type	Name
1	IC	View Merchandising Activity for a Product
2	IC	View Product Activity
3	AR	View Customer Activity
4	AR	View a Customer's Account Balances
5	TE	View Salesperson Activity
6	IC	View Detailed Activity for a Product
7	AP	View a Vendor's Payable Activity
8	AR	View All Revolving Receivable Activity for a Customer
9	AR	View All Installment Activity for a Customer