Setting up critical number drilldowns - General tab

To define the basic specifications of the drilldownm use the General tab of the Drilldowns Setup form.
  1. Open the Drilldowns Setup form and execute Filter-In-Place.
  2. Select a drilldown setup or initiate a new record.
  3. On the General tab, specify this information:
    Source Type
    Select the source type:
    • IDO Collection
    • IDO Method
    • Stored Procedure
    Source Name
    Specify the source name.
    • If the source type is IDO Collection, select the name of the IDO collection.

      To provide specifications for the IDO source material, click Source Name. This launches the Drilldowns IDO Setup form.

      For more detailed instructions, see Setting Up the IDO Source for a Drilldown.

    • If the source type is IDO Method, first use the Source Name drop-down list to select the IDO to which the method belongs. Then select the method from the Method drop-down list.
    • If the source type is Stored Procedure, provide the name of the stored procedure.

      We recommend that you name the stored procedure the same as the critical number stored procedure with the suffix of "Dtl." For example, critical number SSSWBCanCoShipSp can use SSSWBCanCoShipDtlSp.

    Method
    Select the name of the IDO method.
    Note: This field displays only when the source type is IDO Method.
    Goal / Alert Property Name
    Optionally, select the IDO property against which the Goal and Alert values are to be evaluated.
    Note: This field displays only when the source type is IDO Collection or IDO Method.
    Record Cap
    Select record cap to use when the DataView query is performed:
    • Use System Setting: To use the system-wide setting for the number of records that can be included, select this option.
    • Use Specified Max: To set your own maximum for the number of records to be returned, select this option. When selected, this option displays and enables the Record Cap Value field.
      Note: This setting is subject to any system-wide record overrides for reports that might be in effect.
    • Retrieve All: To instruct the system to retrieve all available records, regardless of any record cap settings elsewhere on the system, select this option.
    Record Cap Value
    By default, this field contains the system setting for the record cap (200). If you select the Use Specified Max option, you can change the value.
    Detail Type
    Specify whether you invoke and launch a Form or an Executable file when the user clicks the Detail button on the Drilldowns form for this drilldown.
    Detail Name
    Specify the name of the form or executable file to be launched when the user clicks the Detail button on the Drilldowns form for this drilldown.
    Detail Parms (Parameters)
    Optionally, specify any parameters to be used when invoking a form.

    Generally, the detail form is filtered by the RowPointer associated with the record in the drilldown, which makes this field unnecessary. You can use this field to override the parameters with which the form is called, for example:

    FILTER(CustNum=FP(CustNum)) SETVARVALUES(InitialCommand=Refresh)

    Use Alert
    To define an alert for the drilldown, select this option.
    Alert Operator
    To compare the alert value and the actual value, select this option.
    Alert Value
    To compare to the actual value of the property at the time the data is queried, specify a value.
    Use Goal
    To define a goal value for the drilldown, select this option.
    Goal Operator
    Specify the opterator to use when comparing the Goal value and the actual value.
    Goal Value
    Specify the value to compare to the actual value of the property.
    Email Drilldown
    To include drilldown data when emails are generated for critical numbers, select this option.
  4. Save your work.
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