Directory Browser

System Maintenance Menu -> Configure System Settings -> Operations Tab -> Inventory -> Groups -> Group Maintenance Schedule -> Work Order Service Notes File window / SERVICE INSTR button -> Directory Browser

System Maintenance Menu -> Configure System Settings -> Operations Tab -> Inventory -> Group Safety Sheet Names -> Directory Browser

System Maintenance Menu -> Configure System Settings -> System -> Company & Divisions -> Company Parameters -> Customer Forms -> Jasper Appearance and Formatting window -> EDIT FORMS button -> Directory Browser

System Maintenance Menu -> Configure System Settings -> System -> Company & Divisions -> Company Parameters -> Customer Forms -> Jasper Appearance and Formatting window -> Terms and Conditions ->PDF Filenames -> Directory Browser

Work Order Menu -> Maintenance Scheduling -> Maintenance Schedule / Update Maintenance Schedule -> Work Order Service Notes File window -> Directory Browser

Accounts Payable Menu -> A/P Payments -> Direct Payments -> Print Payment Register and Post ->Print Payment Register and Post -> DOWNLOAD button -> Directory Browser

This Directory Browser window can be used to manage files and move them to/from the Server/Client using different directories based on the file type and use.
Following are some external file options that can be linked to SRM data:

• Safety Sheets PDF file can be selected from the drop-down box on the Safety Sheets Name field of the Group or Group Safety Sheet Names screen, from the existing list of the available Safety Sheet pdf files defined in the \pro4data\crystal hard-coded directory.
  

  The Safety Sheet will then be appended to the end of the contract PDF, making it all one document when the document is printed.
  To select a PDF file to link to the Groups, double-click on the appropriate record, or highlight the record and click the SELECT FILE button.

• W.O. Service Notes can be selected from the window on the Work Order Service Notes File field in the Group Maintenance Schedule window of the Group, or in Maintenance Schedule and Update Maintenance Schedule, from the existing list of the available W.O. Service Notes pdf files in the Directory For WO Svc Notes defined in the Company Miscellaneous Parameters.

  The W.O. Service Notes will then be printed as a PDF when the maintenance Work Order is printed.

  The files must be in PDF format on the server and are listed with the file information.
  To select a PDF file to link to the Groups, double-click on the appropriate record, or highlight the record and click the SELECT FILE button.

• Customized Jasper Forms can be managed from the EDIT FORMS button on the Jasper Appearance and Formatting window in the Company Customer Forms.

• Manage A/P Banking files for use with Direct Payments for Bank of Australia, Bank of NZ, or Wesptpac.
  Files can be downloaded to the Client or deleted from the pro4data directory on the Server.

The list can be resorted by any column in ascending or descending order, by clicking in the column heading.
Columns can also be dragged and dropped to reposition them as required.

Maintaining the Documents on the Server:

By accessing this same Directory Browser window files can be managed on the server with the following actions:

• Copy a File to the Server:
  Click the UPLOAD button to search for a file on the local Client and to copy it to the Server, so that it is accessible to be linked to a product Group for printing with Jasper forms.
  Refer to Select a File to Upload for details on this upload process.

• Copy a File to the Client:
  The DOWNLOAD button can be used to copy a file listed in this window from the Server to the Client temp directory.

• Delete a File from the Server List:
  The DELETE button can be used to remove an unused file from the list.
  Confirmation is required.

• Print Safety Sheet List:
  The PRINT button can be used to print a list of the available files with the directory and statistic information.