Custom Sorts - Master Tables

In various “master” tables, you will see a menu like the one below. Master tables are usually found within the maintenance menu option in each module.

This ‘<’ button indicates that there is a table or drop-down menu to select data from. Clicking the button will bring up a table like this:

In the bottom left corner of the table, you see how many are records are displayed and how many records exist.
You can search in these tables by any column.

Select a filter. If you select ‘Equal to’, it will have to be entered exactly as recorded. You will achieve better results with the ‘contains’ filter. Type in the field to the right and click ‘Go’.

You can also customize these tables. To do this, click ‘Customize’ at the bottom of the window.

This screen will appear:

Click ‘Add’ to create a new sort.
Name it in the ‘Prompt’ and ‘Description’ fields up at the top. The name can be whatever makes sense to you.

The ‘Available Columns’ Field is where you will find any columns that are available to sort by or view in this table. In this example, the employee master, you may want to sort employees by employee number, social security number, crew number (=division), hire date, or anything else in this list.
Note: In payroll module, “Status Code” is the column that will tell you whether an employee is Active or Inactive. In the Human Resources module, this same function is labeled “Record Code”. Including these in your sorts is the only way to determine and separate active from inactive employees while looking at the list.
Select the columns that you wish to see and/or sort by from the ‘Available columns’ box by selecting them and clicking the to add the selection to the ‘Displayed Columns’ field.
Remove the columns that you do not wish to see by clicking the left arrow to remove the selections from the ‘Displayed Columns’ field into the ‘Available Columns’ field.
After you have added/removed columns to your liking, click ‘Apply Changes’ to move the selections to the lower half.

The order of the selections in the ‘Displayed Columns’ field determines what the table will look like. In the selection above, the displayed columns, in order, are
1. Status Code
2. Abbreviation
3. Employee Number
4. Name
5. Social Security Number
6. Crew Group

The table appears like this, in that same order.

In the lower half, you determine sort sequence. On the left, you can select whether you want the columns to be sorted in ascending or descending order. On the right, in the ‘Sort Sequence’ column, you can make the sort sequence different or the same as above. The top half determines the order that the columns appear, the ‘Sort Sequence’ determines the order in which they are sorted. For example, if you want to sort by ‘Status Code’, but see the employee name in the first column, you could move the ‘Employee Name’ field to the top of the list under ‘Displayed Columns’ but have ‘Status Code’ on the top of the list in the ‘Sort Sequence’ table.
Click ‘ok’ to save this sort. You may check the ‘Default Prompt’ box at the top if this is the sort you want this table to default to. Do not select ‘Global Prompt’—this will set everybody’s default the same as yours.