How to Add Manually Numbered Households to RecTrac 3.1
Problem
Is it possible to add manually numbered households in RecTrac 3.1? If so, how?
Solution
It's a two-step process:
1 Add the buttons to the Global Sales Lookup screens in Processing Screen Management.
2 Set the permissions of the buttons in your Permissions Profile > Buttons/Misc Permissions tab.
When it's time to add a household, click the Add Household (Manual Number) button to continue to the Household Update screen and create a new household using a Household Number entered manually.
Note: The Add Household (Manual Number) button does not appear in the Standard VSI Design. To utilize the Manual Add feature:
1 Create a custom Global Sales Lookup screen in Processing Screen Management. Expand Group4 and change the Field Status for Add Household (Manual Number) (Button) to 'Updateable.' Do this for both buttons.
2 Access to this button once it is onscreen is controlled via the Permissions profile: Buttons/Misc Permissions tab > GlobalSalesLookup_ButtonAddManual and Buttons/Misc Permissions tab > GlobalSalesLookup_ButtonMaintenanceAddManuall
See Also:
Basic Screen Customization Topic Doc