Grids (Columns of data) in Pastel Evolution are customizable and allow you to add columns, filter (eg: Only certain groups, or transaction type and works like Excel Filter), sort in ascending or descending order and even Group certain fields (similar to how Outlook groups emails). These functions allow you to report on screen, Pastel Evolution data, without writing a special report. Once you have the required data in the format, filtered and sorted you can save to excel or other formats to print or email for processing. In Pastel Evolution any master file and enquiry screen that has columns has the ability
Most screens with columns in Pastel Evolution are customizable allowing you to remove, add field names available for that screen you are in. The ability to change what fields are displayed on your screen will not change other users view and your changes will be for your user login only.
These changes you make now will be remembered so you can manipulate the order , sequence of not only master files but also documents like invoice and job card screens.
HOW TO MOVE FIELDS
In the example below we want to move the second column ( Supplier Field) to the front before the name field. You need to use your mouse and position the mouse pointer onto the field heading that I have marked in yellow. You need to drag and drop the field where you want the field to be.
As you are dragging the field you will see the double green arrows indicating to you where it will drop the field if you release the mouse button. If you get a black no entry sign it means you cannot drop the field there (If you do nothing happens).
How to Drag and Drop : Normal Click (Usually Left Click for left hand mouse’s) on the field heading and keep the normal mouse button down (So click and keep it clicked). While holding the normal button down move the mouse pointer to the position you want to move the field and drop by releasing the mouse button.
Final Result after moving the field.
REMOVING UNWANTED FIELDS
In this example we have an enquiry screen for a supplier open and do not need the Reference 2 field and want to remove it. To achieve this we need to bring up the field list and do this by “Right” clicking with your mouse on the fields heading row (Marked in a black block below).
This will show a menu with options and you need to click (Normal click unless I mention otherwise) the “Customise Grid Columns” menu option.
The following separate popup screen appears at the bottom right hand corner of your screen and you can drag and drop it closer to the field headings if you wish.
In the Customisation screen is a full list of available fields you can choose from and will exclude all fields already displayed in your normal screen.
The customisation screen needs to be displayed to be able to remove a field by dragging and dropping the field into the customisation box.
Once done then click on the close button of the Customisation screen.
ADDING FIELDS TO THE GRID
In this example your company has just implemented Multi Warehousing and in your invoice screen you do not have the field where you need to choose from which warehouse you are invoicing from and need to add this field into the body of the invoice screen.
We want to add the warehouse field between the available and quant field (Marked with the arrow. You need to right click on the field headings (Marked in black box above) and choose the “Customise Grid Columns” menu option
The Customisation popup box will come up and find the warehouse filed and then drag and drop the warehouse field between the available and quant fields or where you would prefer the field to be.
Once you close the customisation screen the warehouse field will be available to use.
Certain fields are mandatory in certain screens and when you try and remove them it will not allow you.
Simply click on any field heading and it will sort that field. Click on that same field again and it will change the order from descending to ascending and visa versa. The triangle will tell you which field is currently sorted and how it is sorted (Direction of triangle).
SETTING FILTERS TO FIELDS
This allows to reduce the information to only the information you want by choosing one or more categories, groups, areas, transaction types, date ranges, amount ranges and any other filter ranges you can think of.
If you hover your mouse pointer on a field and it shows you a drop down arrow as shown in the picture below you are able to filter on that field. Click on this drop down arrow.
From this drop down menu you can now decide to tick only the options given to you. This list is made up of only every unique area you have. So clicking on Cape Town in this data will only show the three suppliers I have in Cape Town. I can carry on ticking on multiple options and include not only Cape Town but others as well.
You can set multiple Filters so that I can show only Durban based Suppliers that do not charge tax. At the bottom of your screen you will see if you have a filter in place and the example below shows two fields with each having one choice.
The (Custom…) option in the drop down filter menu give the options to choose a range as shown below. This also allows you to use the AND and OR options.
Groups work best for fields like Groups, Areas, reps. You need to drag and drop the field you want to group by to the grey area with the prompt “Drag a Column Header here….
The data is now grouped and each group is split and you are allowed to expand on each group by clicking on the plus sign.