Dockable Widgets

Dockable widgets are screen segments that are useful on multiple screens and can be placed in any dockable area. 

When docked in a Module Function they will automatically be filtered by or take their record ID from attributes of the record selected in that Module Function (e.g. the Company element would automatically display the appropriate information for the corresponding account number). 

Multiple dockable elements might appear in one dockable area this providing some flexibility in what information is displayed. Whilst docked, the ID bar and status bar are hidden since the parent window is already showing this information.

The available list of dockable elements may grow over time.  Elements currently available include the following classes. Note that this is a list of widget classes not individual widget definitions shipped with the system (except for Fixed Widgets which are listed here):

·         Form Widgets (fixed format / hard coded widgets)

o   Company (Adapts to account type = Debtors Creditors and Non-Accounts)

o   Contact

o   Stock Item

o   Order Details (Adapts to order type =SO, PO, IGR, WO, Job, Opportunity)

o   Manifest (Consignment)

o   History Note

o   Document

Note: MYOB Exo Form Widgets are not available as Form Widgets in DUO, however some of them have equivalents as Search Widgets (soft coded)

·         Grid Widgets (A read only grid)  

·         URL Widget (Displays HTML or file content that can be rendered in a browser)

·         Spreadsheet Widget (displays data in a spreadsheet style, can have formulas etc)

·         Graph Widget (displays data in a graphical form) to be done

Notes:

·         The above is a list of widget classes not individual widget definitions shipped with the system (except for Fixed Widgets which are listed here).

·         Form widgets are pre-built and only require that they be passed an entity class and value (e.g. Class=Debtor Value=1234). The value is usually seeded by the selected row of the search screen in which they are housed e.g. customers search screen but might also be supplied by another widget within the search screen (e.g. an Order Details widget showing an inwards goods receipt might be seeded by a search screen, then another Order Details widget showing a purchase order is seeded by the IGR widget).

·         MYOB Exo Form Widgets are not available as Form Widgets in DUO. DUO does have some Search Widgets (soft coded) which are near equivalents of their Form Widgets in MYOB Exo e.g. Contacts Search etc.

·         DUO does not support the MYOB Exo Pivot Widget class but does have its own graphing widget. This is because DUO uses a different graphing engine.

·         DUO does not (presently) support the MYOB Exo Clarity Report widget (under review). Most reporting that would otherwise use Clarity, is better achieved as one of the other widget classes.

A widget inherits epAppForm and epForm and has all the functionality provided by those classes, however some of the functionality is hidden whist the widget is docked in a dashboard work space since the parent dashboard offers these functions.

Company {form widget}

DUO does not have separate widget class for Debtors, Creditors, and Non-accounts.  Instead it treats them all as Companies with and attribute list assembled from the collective common denominator. The company type is shown near the top of the window or on the ID bar. Individual fields that do not apply to any particular company type are made non-visible.

Essentials - Widgets - Company

Most (but not all) information from the Exo Details1 and Details2 tabs are included in this widget.

The company account screens (Debtors, Creditors, Non-Accounts) are optimised for mew account creation.  In DUO the use and design is focussed on inquiry and maintenance. To help reduce the screen area consumed, some data is contained in the tabbed area of the screen. Some fields are only displayed for certain account types.

Essentials - Widgets - Company – Tabbed Area

Note there are toolbar buttons that open web pages for map of delivery address (Google map search), company web page, LinkedIn, Facebook, Twitter. If your computer has the Error! Hyperlink reference not valid. protocol defined, then there can also be a phone icon.

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

Tech Note: This widget accesses data via database view DUO_COMPANIES

Company widgets

Details tab

Company: The custom company {form} widget as described above

Contacts: A grid widget of contacts linked to this company.

Relationships: A tree widget showing companies etc to which this contact is linked. To be added

Transactions tab

Company Period Summary: A grid widget showing period totals.

Company Transactions: A grid widget of transactions for this company.

Orders tab

Orders widgets: These are grid widgets showing related orders. A separate grid exists for each of the following order types; Sales Orders, Purchase Orders, Inwards Goods, Stock Requests (transfers), Jobs, Opportunities, Works Orders, Stock loans, RMA, Subscriptions.

Notes tab

Notes: A grid widget plus panel of History Notes.

Documents tab

Documents: A grid widget plus panel of linked Documents.

Activities tab

Activities: A grid widget of activities.

 

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.

Tech Note: This widget accesses data via database view DUO_CONTACTS

Contact widgets

Details tab

Contact: The custom contact {form} widget as described above

Company tab

Company: Shows a company widget for this contact’s primary company.

Relationships: A tree widget showing companies etc to which this contact is linked. To be added

Transactions tab

Contact Period Summary: A grid widget showing period totals.

Contact Transactions: A grid widget of transactions for this contact.

Notes tab

Notes: A grid widget plus panel of History Notes.

Documents tab

Documents: A grid widget plus panel of linked Documents.

Activities tab

Activities: A grid widget of activities.

 

Stock Item {form widget}

Essentials - Widgets – Stock Item

Most (but not all) information from the Exo Stock Item Details1 and Details2 tabs are included in this widget. The Custom Flags section shows any extra fields whose Dialogue Type is CheckBox.

In DUO the use and design is focussed on inquiry and maintenance. To help reduce the screen area consumed, some data is contained in the tabbed area of the screen.

Most of the fields displayed in this widget are available in MYOB Exo. Please refer to MYOB Exo documentation for these.

Stock widgets

Details tab

Item: The custom stock item {form} widget as described above.

Warehouse tab

Stock Levels: A grid widget showing totals by stock location.

Serial Numbers: A grid widget showing stock serial numbers.

Batch Quantities: A grid widget showing stock batch codes.

Transactions tab

Stock Period Summary: A grid widget showing period totals.

Stock Transactions: A grid widget of transactions for this contact.

Suppliers tab

Suppliers: A grid widget showing supplier stock item records.

Main Supplier: A Company widget for the main supplier. To be added

Manufacture tab To be added

Components: A grid widget of component stock items used to make this item. To be added

BOMS: A grid widget of bills of material that use this item as a component. To be added

Orders tab

Orders widgets: These are grid widgets showing related orders. A separate grid exists for each of the following order types; Sales Orders, Purchase Orders, Inwards Goods, Stock Requests (transfers), Jobs, Opportunities, Works Orders, Stock loans, RMA, Subscriptions.

Notes tab

Notes: A grid widget plus panel of History Notes.

Documents tab

Documents: A grid widget plus panel of linked Documents.

General Ledger widgets

Details tab

Account: a Generic {form} widget showing the G/L account static details.

Sub Accounts: a Grid widget showing sub-accounts for this G/L account. To be added

Transactions tab

Stock Period Summary: A grid widget showing period totals.

Stock Transactions: A grid widget of transactions for this contact.

Notes tab

Notes: A grid widget plus panel of History Notes.

Documents tab

Documents: A grid widget plus panel of linked Documents.

Bills of Material widgets

Details tab

BOM: Shows the BOM header fields and component lines.

Tech note: This uses the Orders widget to construct this detail.

Stock tab

Stock: A custom stock widget (as described elsewhere) to show particulars for the Output Item stock code.

Serviceable Unit widgets

Details tab

Serviceable Unit: A Generic {form} widget showing the unit’s static details.

Company tab

Customer:  A company widget showing the customer associated with this Unit.

Service Agent:  A company widget showing the service agent associated with this Unit. To be added

Contacts: A grid widget of contacts linked to this unit.

Stock tab

Stock: A custom stock widget (as described elsewhere) to show particulars for the associated stock code.

BOM: A BOM widget for the associated Bill of Materials. To be moved from BOM tab

Transactions tab

Unit History: A grid widget showing associated jobs and sales orders.

Notes tab

Notes: A grid widget plus panel of History Notes.

Documents tab

Documents: A grid widget plus panel of linked Documents.

Activities tab To be added

Activities: A grid widget of activities. To be added

Asset widgets

Details tab

Asset: A Generic {form} widget showing the unit’s static details.

Serviceable Unit: A Generic {form} widget showing the associated Unit’s static details.

Transactions tab

                GL Transactions: A grid widget showing general ledger transactions for this asset.

Notes tab

Notes: A grid widget plus panel of History Notes.

Documents tab

Documents: A grid widget plus panel of linked Documents.

Activities tab To be added

Activities: A grid widget of activities. To be added

Order Details {form widget}

This widget handles all order types including Sales Orders, Purchase Orders, Inwards Goods Receipts, Stock Transfer Requests, Works Orders, Jobs, Stock Loans, Opportunity Quotes, and RMAs.

The actual content is set per order type via properties of the {frame} widget definition.

This is a read only widget (under revue). No editing is permitted and lines cannot be added.

Essentials - Widgets – Order Details

The order number and status are displayed on the grey bar of the host screen.

Grid columns may be hidden and screen width reduced if desired.

This widget can accommodate all order types (e.g. Purchase Order, Sales Order etc). The fields in the header will vary depending on order type and modules installed.  Job Costing jobs has most field positions present.

Essentials - Widgets - Order Details – Additional Fields (Order Type)

Manifest {form widget}

This widget is more fully described in the section on the Warehouse module. The manifest widget maintains information about consignment notes and courier tickets.

Essentials - Widgets – Manifest

Order Events {widget}

This uses the generic grid widget class to show events recorded for the order.

Essentials - Widgets – Order History

History Note {form widget}

Essentials - Widgets – History Notes

The Contact, Communication Type, Action Type, and Due Date might not appear for some classes of history note.

Documents widget

Essentials - Widgets – Documents

Grid Widget

There are many examples of this generic widget class including on the Transactions tabs of Account screens (as shown below for Stock).

Essentials - Widgets –Grid Widget

URL Widget

Shows anything accessible by a URL including web pages, files etc

Essentials - Widgets – URL Widget

The button to the right of the URL shows/hides additional options, including print.

Essentials - Widgets – URL Widget Options

My Company: Opens web page specified in Exocfg > Company > Company Details > Web Site.

My Exo Documents: Opens a directory listing on folder specified by profile setting Folder location for documents.

My Exo Images: Opens a directory listing on folder specified by profile setting Folder location for images.

Support: Opens the support help desk portal. TODO: Need a profile setting for this URL

DUO Online Help: Opens the DUO on-line help at the home page.

Print: Opens a print dialogue to print the loaded page.

Search Widget

Search widgets use a regular search form in modal mode and adding a Select and Close button.

The search form used for each Entity Type is defined within the entity definition (see Setup > Designer > Entities)

Essentials - Widgets – Search Widget

Spreadsheet Widget

This is a light weight spreadsheet/workbook inside DUO (i.e. not a separate application).

 

Essentials - Widgets – Spreadsheet Widget

Whist nowhere near as powerful as Microsoft Excel, it likely provides enough functionality for the basic spreadsheet user.

 

Grids in DUO can automatically send their content to this widget using right click > Send To > Workbook.

 

Partly done:

·         It works but it needs more functionality and improved presentation.

·         Intend to add DLOOKUP function like VLOOKUP but referencing a database table e.g.

DLOOKUP(Lookup Value, Table Name, Column Name, Match Type)

·         Intend for it to replace Exo’s Quick Insert

Graph Widget

Widget still to be built

Essentials - Widgets – Graph Widget

 

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