Design Philosophy

Window Types

Search Screens

As in MYOB Exo, a lot of the windows in DUO start with a search screen. In some parlance this is known as a Generic Inquiry.

Once the desired record has been identified then additional tabs appear to contain related information. Some of these tabs will contain a fixed layout to provide specialist functionality (e.g. Scan Pick) whilst others act as Dashboard tabs to house Dockable Widgets (e.g. Order Summary, Account Details etc). These Widgets are aware of the corresponding attribute of their parent window (e.g. Debtors Account Number).

Search screens are discussed in more detail later is this document (see Classes > epSearchForm).

Dockable widgets

MYOB Exo Business introduced the concept of dashboards (a dockable area) and Widgets (dockable components) yet the majority of MYOB Exo product structure comprises of screens that offer little capability of user layout. In Exo, obtaining additional detail for a related entity often requires drilling to another window, and these drilled-to windows are modal (you can’t navigate away without closing them).

In DUO these related widgets appear on additional tabs to avoid having to drill to a separate window. They are also not modal so do not inhibit navigation.

The DUO application still has some components with fixed layout but treats most components as dockable widgets.  Most of the DUO widgets that alter data or are data-aware are of fixed layout (hard coded) to ensure compliance with business rules, profile settings etc.

Most windows start out with a Search tab and then have additional information and/or processing functions on other tabs.  Each additional tab on the DUO host window can be a dockable area (Dashboard) and can contain more than one widget per tab. The widget will obtain its identifier from the host window.

For example, if the host window pertains to sales orders then the company widgets will show applicable information for the account on that sales order. Contact, Stock, Extra Field, History Note, and Document widgets work in the same manner.

Dockable widgets and their types are discussed in more detail later is this document (see Dockable Widgets).

Dashboards

These are dashboards without a search screen, similar to the Dashboard menu item found in MYOB Exo Business and the base screen dashboards in MYOB Exo Analytics and MYOB Exo Accountants Assistant.  You can dock any widget in a dashboard including those provided with MYOB Exo Business.

Dashboards are discussed in more detail later is this document (see Classes > epDashboard).

Companies

MYOB Exo Business has separate windows for each of the company classes (Debtors, Creditors, and Non-Accounts). DUO treats all companies with a common set of company widgets that adapt to the company type.

To allow the user some flexibility in layout, the sections of the company information (equivalent to the tabs on the account windows in Exo) are supplied as separate widgets (e.g. main detail, contacts, extra fields etc).  For more information see Company {form widget}.

Role Based Contacts

MYOB Exo Business  supports many to many relationships between contacts and companies but associates all contact level data with the primary company indicated on the contact master record.

Most contacts are likely to be associated with only one company at a time; however the following scenarios could cause your organisation to deal with an individual contact in relation to multiple companies in your database (different roles).

·         A contact is associated with both a debtor and a creditor.  You might buy and sell from the same trading partner.

·         A contact might presently work for more than one of your trading partners, especially if the contact works for a service company who services multiple of your trading partners.

·         A contact might now work for a different business in your companies list having ceased working for another.  You still want to retain the contact history applicable to this person in relation to their old company.

MYOB Exo mostly handles these scenarios except that it does not store different communication information depending on which role the person is undertaking. Most of the contact’s information is global (like personal postal and delivery addresses, mobile and home phones etc). There are a few fields that would vary by role:

Title:

This becomes a role title.

Email:

This is the most critical field as emails often contain the domain name of the related organisation.  Frequently this email is also an authentication login (such as in the MYOB portal http://my.myob.com).

Direct Phone:

A person’s DDI will be different at different physical locations.

Is Active:

The contact may still be active elsewhere, but this role may have now ceased but might still contain history.

 

In some older MYOB Exo databases, columns for these exist in the relationship tables DR_CONTACTS and CR_CONTACTS (except ISACTIVE).  None of these columns are in the PROSPECT_CONTACTS table. MYOB Exo no longer uses these columns. They are historic from early versions where debtors and creditors ledgers had separate contact lists.

DUO optionally reinstates these columns in the MYOB Exo tables. In the flattened view of contact roles DUO_CONTACTS, DUO defines them as ROLETITLE, ROLEEMAIL, ROLEPHONE, and ROLEISACTIVE.  When the company is the prime company for the contact then the corresponding columns from the main contact are returned in the role contact columns. Note that this view is not supported in MYOB Exo.

In MYOB Exo, when changing the company on the contact screen, the system prompts if you want to delete the relationship with the old company. We recommend that you answer No if you use role base contacts. MYOB Exo can view these multiple relationships on the Relationships tab of contacts and companies.

For more information see Contact {form widget}

Most (but not all) information from the Exo Contacts Details tab is included in this widget.

 

Essentials - Widgets – Contacts

The Custom Flags section shows any extra fields whose Dialogue Type is CheckBox.

 

Profile Settings

DUO largely uses the same profile settings (and some extra ones) as Exo does. DUO also adds additional profile settings etc to the Exocfg configuration window. This means that once you are logged into a database the additional settings are controlled through familiar screens.

For more information see Appendix C Profile Settings

DUO for EXO     DUO for EXO     © Dyameta Technology Ltd                     Previous Topic           Next Topic           Home