Defining Tables - Setup and Definition Procedures

The Tools module includes an option for Tables definition. These tables are repository of required and useful input data for commission calculation. For example, Currencies value table.

To define and add data in a new table, proceed as follows:  

1. Click on the Tools module (1).
2. Click on Tables (2) tab to display its contents. The Tables screen is divided in two areas. The left-hand area (Tables) (4) lists the available tables. The right-hand area (5) lists the tables attributes – data columns and rows.
3. Press the Add New Table  (3) button.  The Create Table selection box is shown.

4. In Table Name text box, type the requested name [Example: New Currencies].

5. Next you are required to define the columns that comprise the table. That is, the name or header of the column, its type and its content (if you want it to selectable).
   Note: Usually a number is inserted manually, after the table creation. Just the same, a date is selected manually after the table creation.
6. Enter the column Caption (header) in the VALUE_CODE row – click on the cell to open the data box - [Example: Name (of currency)].

7. Select the type of data – Click on Type cell – [Example: String for name].

8. Define the LOV (List of Values) for Name – Click on LOV cell and the List of Values data box is shown.
9. Type in the names for selection in the List of Values box – [Example: US$, Euro, SwissFranc].

10. Press Save  button to enter the selected names in the LOV
11. Define the second column in the table by entering the Caption (header) in the VALUE_NAME row – [Example: Value (of currency)].
12. Select the type of data – Click on Type cell – [Example: Number for value].

13. Since you want to enter a value up-to-date manually, you can skip adding an LOV.

14. Define the third column in the table. Enter the Caption (header) in the FLEX1 row – click on the cell to open the data box - [Example: Till Date (expiry)].
15. Select the type of data – Click on Type cell – [Example: Date for expiry].

16. You can select up to nine more columns in the table (till FLEX10).
17. Select the update authorization for the Table: Either Private (1) (only you) or Public (2) (every user can update the values).
18. Click on Bound to Period check-box (3) if you want to limit the validity of the table.
19. Press Save  button (4) to enter the selection in the table. The Tables column now includes the new table [Example: New Currencies]. The table columns are as defined in the right-hand side. 

20. You are now requested to insert data in the table, by selecting data in the right-hand rows.  Add a new row by clicking the Add New  button.
21. Click on the first column drop-down menu to select a definition [Example: Euro for Name]. 

22. Click on the second cell in the row to manually enter a value {Example: 5 for Value].
23. Click on third column cell to define an expiry date. A calendar is shown for date selection.

24. If required, press Add New  button to add another row to the table.
25. Proceed as with steps 21 to 23 to define the values in the columns.

 Further operational functions for defining tables include: 

Edit/Remove a Table 

Defining Tables - Remove/Save/Cancel Rows & Changes 

Defining Tables – Exporting to Excel/Pdf