List of plans pending approval: Difference between revisions

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''' Generate a list of all plans that have not yet been approved.'''
''' Generate a list of all plans that have not yet been approved.'''
=== Menu Location ===
Using the mouse: Menu > Media > Plans > Date Plan File
Using the keyboard: Alt+M, P, P, L
=== Easy Reference ===
{{Quick Reference}}


=== Period ===
=== Period ===

Revision as of 10:58, 22 January 2012

Planpendingapproval.jpg

Generate a list of all plans that have not yet been approved.

Menu Location

Using the mouse: Menu > Media > Plans > Date Plan File

Using the keyboard: Alt+M, P, P, L

Easy Reference

Popup Search

Search2.jpg

Click on the Magnifying glass icon or Press F7 to popup the Search window or list the existing records

Popup Link

Popup link.jpg

Click on the Blue Window icon or press F6 to to open a record in a separate screen

Popup Alternative

Search.jpg

Magnifying glass works same as Popup Search and Blue Window icon works same as Popup Link

Popup Calendar

Calendar.jpg

Click the Calendar icon or Press F7 to view a calendar pop up and find a date

Show/Hide items

Show all.jpg

In lists that contain records which are grouped together, only the group headings show by default (the actual records under the group are hidden from view). Click on the Show All button to show ALL the records in the list, and not just the group headings.

Plus sign.jpg

The Plus sign indicates that the field next to it is a group heading and contains records under it, which are currently hidden from view. Click on the Plus sign to expand the group, thereby showing all the records under that particular group.

Show only one item.jpg

Double-click a field to show ONLY those lines containing the same text as that field. This feature can be used to isolate and view lines containing the same value.

Period

Filter report for specific Period(s).

Enter period code, search for existing period or create new period.

Company

Filter report for specific Company(s).

Enter company code or Search for existing company. Click on the (+) icon to select multiple companys.

Client Group

Filter report for specific Client Group(s).

Enter client group code or Search for existing client group. Click on the (+) icon to select multiple client groups.

Client

Filter report for specific Client(s).

Enter client code or Search for existing client. Click on the (+) icon to select multiple clients.

Brand

Filter report for specific Brand(s).

Enter brand code or Search for existing brand. Click on the (+) icon to select multiple brands.

Market

Filter report for specific Market(s).

Enter market code or Search for existing market. Click on the (+) icon to select multiple markets.

Media Type

Filter report for specific Media Type(s).

Enter media type code or Search for existing media type. Click on the (+) icon to select multiple media types.

Vehicle

Filter report for specific Vehicle(s).

Enter vehicle code or Search for existing vehicle. Click on the (+) icon to select multiple vehicles.