Applies to: RollMaster (RM) Core
Use this article as a reference for the Initials Maintenance module, including creation of up to three-character user initials mapped to full names, required field enforcement tied to calendar scheduling dates, and automated multi-branch profile cloning utilities.
Does Not Cover: Retail Lead Management (RLM).
Menu Path: Sales Processing > Initials Maintenance
For other Sales Processing programs, refer to the Sales Processing module documentation.
This module will allow you to create Initials Records to assign to the Initials field in the Order Entry and Quote Entry screens. The Initials field contains a drop-down menu to look up these records and assign a name when an Install Date is added. A User Control 3 option has been added to prevent a User from adding Initials Records in the system. Also, a Company Control 2 option has been added to allow you to require that Initials be entered on an Order or Quote when an Install Date is added or changed. With this control enabled, a User will not be able to skip assigning an Initials Record in that field. Both of these controls can be found in the System Control Maintenance module in the System Maintenance menu. When you enter this module, an Initials Maintenance screen will appear as follows:
Any existing Initials Records will automatically appear in the screen above. The Branch field will default to the current Branch. Please Note: Initials Records must be entered in each Branch. Use the drop-down menu to select another Branch. If you click on an existing Initials Record/Name to highlight that line, you can then right-click the mouse to see two possible options as follows: Edit Initials and Delete Initials. If you click on Edit, the system will display an Initials Maintenance box as follows:
You can make changes in the Name field of this screen if applicable. You can also set Initials to Inactive, by checking that box. If Initials have been used on Jobs, it is best to set to Inactive rather than Delete. If you do make changes, be sure to click Save prior to exiting. A second way to edit existing Initials Records is to double-click on the item in the first screen. The system will prompt the same Initials Maintenance box displayed above. To add a new set of Initials, from the first screen, click the Add button at the bottom right of the screen. A blank Initials Maintenance screen will appear as follows:
At the Initials field, type up to a three-character set of initials for the new name to be added. At the Name field, type the full name of the person for this setup. When you have finished, click the Save button to continue or click the Cancel button to start again. Once Initials have been added to one Branch, you can copy all Initials to another Branch if applicable. From the main screen, this option can be found under the Functions menu at the top left as follows: Copy All Initials to Another Branch. This will prompt a Branch selection screen for you to select All Branches or a single Branch.