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  • Other Actions - Financials - P12

Index

Objective

The item Other Actions has features that complement the use of Protheus system such as the generation of reports, calculator, traceability of information and help.


Updates

In this Menu option, the resources can be found in the main page of each routine and/or in the Add, Edit and View options.

Action:

Description:

Calculator

This option is available when accessing the Add, Edit and View options and displays a calculator to perform the basic functions such as: adding, subtracting, multiplying, dividing, percentage, etc.



Spool

This resource is available in the Add, Edit and View option and allows you to print information registered in the routine.



Imp. File

This resource is available in the Edit and View option and allows you to print information registered in the routine, however, it also displays alternatives to select the type of view such as: File, Spool, Spreadsheet, E-mail, HTML, PDF and ODF.




WalkThru

This resource is available in the Edit and View options and allows the traceability of information, easily identifying the origin and destination. You can browse in an intuitive manner and view the whole relationship and integrations between environments.


Mashups

This resource is available in the Add, Edit and View options, and allows you access the content desired and add it to the Microsiga Protheus® routine. To search and update, provide information requested, which were preset by the admin in the Configurator environment, so, the other data are automatically added formulating a complete and updated record according to the online content. Types of query available:

  • Central Bank – Currency Quotation.
  • Mail – Zip code search.
  • Google - Internet search.
  • Google – Translation.
  • Federal Revenue – Query of EIN.
  • SUFRAMA – Supplier Status Query.

    Notification

    Further information about Mashups resource, refer to Configurator nodule.



Help

This resource is available in the Add, Edit and View options and display the information of the routine help on-line.

 
 

Reports

In this Menu option, the resources can be found in the main page of each routine int he Other Actions item.

Field:

Description

Management of Companies

It allows you to filter information considering the Management of Companies criteria. Select the following options: 
Companies desired, click Next. 
Units desired, click Next. 
Branches desired, click Next.


Customize

It enables you to customize the contract information choosing criteria defining the height of row, space between columns, margin, initial number of page and font.


Configure

It allows you to adjust the order of information for viewing in the report. The sequence definition is manipulated through arrows up and/or down).