Operation of EULANDA
In this chapter all basic functions of EULANDA are explained and presented.
Path of action
In EULANDA you can switch directly from one program module to another using the event control. Each program module can perform different actions (scrolling, selecting, creating, deleting, changing, etc.). In addition, it is possible that the modules are nested, i.e. actions can be performed in one action.
Illustration: Order in Browse Mode
In order to obtain the necessary orientation and security, the respective action path is shown in the upper left line.
The address is in scroll mode; this means that several addresses were found during the search, and you can now select the desired address with the cursor keys.
Selection boxes (combo boxes) can also be selected using the keyboard. To do this, press the ALT+ARROW DOWN key in the selection box field. Typing a single character selects the corresponding entry in the list that starts with that character. If you enter several characters in quick succession, you can also search for longer character strings.
Illustration: selection box
The list display
From the scroll mode, you can call the data browser (=list), i.e. the list display, with the key combination CTRL+ENTER or via the browser symbol in the toolbar. The displayed fields, column widths and size can be freely adjusted. The setting is stored individually for each user in the SQL registry. The user is determined by the login name and does not necessarily have to match the SQL user.
Illustration: List position of the browser
Sorting the list
The list is sorted by clicking on the corresponding column header. A second click on the same column reverses the sort order. The sorting is not saved. When you call up the list display again, simply click the desired column.
Illustration: Moving columns
The list is sorted by clicking on the corresponding column header. A second click on the same column reverses the sort order. The sorting is not saved. For large volumes of data, it can make sense to sort in two or more levels. Suppose you want to display a list of all items that a particular customer has purchased. This list should be sorted by item number and date of purchase. First select the desired customer in the master data. Now call up the information system CTRL+I and open the following subfolder: Articles - Purchased - By Date - Total.
You receive a list of all invoice items for this customer. If you want to display the same items by date, proceed as follows:
- First click on the column "Date"
- and second on the column "Item number".
The list is now sorted by item numbers. Within the same article number, however, the list remains sorted by date, because it was already sorted by date by the first click.
The following browser properties are saved depending on the user.
Changing the field position
The field position is changed using drag & drop. To do this, click on the field to be moved in the title bar and move it to the desired position while holding down the mouse button.
Remove and add fields
The right mouse button on the browser's title bar opens a properties menu where you can delete and add fields.
After changing the browser, the new configuration is automatically saved for the current user.
Illustration: Add new spade
Change column width
The column width can be changed by moving the mouse between two headings. The mouse pointer changes its symbol so that this function is displayed. Keeping the mouse button pressed down, drag the field width according to your requirements.
Illustration: Widen columns
To Clipboard (for Excel®)
Here the current browser, i.e. data including the header line, is copied to the clipboard. This data can be inserted directly into other Windows applications, for example in Excel®, with CTRL + EINF. The format of the clipboard is specially designed for display in Excel® and contains field separations. For further export options, refer to the chapter entitled"Data Exchange" in the User's Manual.
Illustration: Transfer browser content to Excel
Save as default
Each browser is stored in the network on a user-specific basis. If a new user logs on to the network, he first receives a copy of the standard browser. These standard browsers are created with the installation of EULANDA®. With this menu item the respective standard browser can be overwritten - i.e. changed. Saving as a standard browser has no effect on existing users.
With this option the current browser content can be output via the Windows standard print dialog. During printing, the column widths are recalculated so that the output may differ optically.
Entering and changing data
If you want to change a data set that is currently displayed, press the ENTER key or select the editing symbol (triangle with pointing upwards) from the toolbar.
The fields are then highlighted in yellow. With CTRL+ENTER or the blue checkmark at the top you can save the changed data set.
Illustration: Change Address
Input in text fields
If you would like to enter a new address, which you have received e.g. by e-mail, there is a simple possibility with which you can do this very quickly.
To do this, copy the desired address including telephone number, e-mail address, etc. Then create a new empty address with CTRL+N or the "plus sign".
Now go to the first field you want to fill and press SHIFT+DOWN ARROW. EULANDA offers you the previously copied address sorted by fields. Simply select the desired part of the displayed address, confirm with ENTER and go to the next field.
This saves a lot of time when creating new addresses.
Illustration: Change address with clipboard
Entry in article and item long text in bold type
Certain text markups are also possible in the article long text and in the item long texts. These include bold, italic, and five sizes of headings. To mark a text area, one of the following character strings must be inserted before and after the text:
|Before the text||After the text|
Headline 1 (very large)
|Headline 2 (large)||<h2>||</h2>|
|Headline 5 (small)||<h5>||</h5>|
|Change Scch font||<font>||</font>|
<h1>a very large heading</h1>
<h4>a small heading</h4>
In normal continuous text, <b>bold</b>, <i>italic</i> or <font face="courier new">other font</font>a re also possible.
A simple list:
is represented as follows:
Input in number and amount fields
Numerical values are entered without thousand points. The national symbol is used for separation. So in Germany and Austria the comma.
The current field value can be loaded into the calculator by pressing the F6 key twice. There you can perform almost any calculations and transfer the result back into the field with CTRL+ENTER.
Entry of date values
In addition to the standard date format, EULANDA® also allows date entry in abbreviated notation, as well as the entry of calendar weeks and abbreviations for "Today", "Yesterday", etc.
(Based on the year 2020)
|Default date values|
abbreviated notation. The date is supplemented internally by the current year.
Example: 1903 --> 19.03.2020
02122020 --> 02.12.2020
200120 --> 20.01.2020
|kw||Monday in the specified calendar week of the current calendar year is copied to the date field.|
Optionally, the year of the calendar week can also be specified. Example:
kw252016 --> 20.06.2016
day after tomorrow
day after tomorrow
You delete data records using the minus symbol in the navigator in the toolbar. However, you can only delete data records that are no longer required in the system. The term "delete data records" also includes "delete articles", "delete addresses", "delete offers", "delete orders", etc.
Illustration: Delete Article
For example, if you want to delete an article that is still used in invoice items or order items, the article cannot be removed. The SQL server detects this before each deletion. If the SQL server detects the existence of connections, the deletion request is terminated and an error message is issued.
You can delete invoices, orders, and so on, in which the item is used. If the article is then no longer used, it can also be deleted in the master data.
The same applies to other data sets, of course. It is also not possible to delete an address that is used in invoices or a payment term that is used in addresses.
This protection mechanism ensures the consistency of your data so that all evaluations, statistics, system information and bookings are always processed correctly.
As the number of data to be managed increases, so does the need to search and find data. EULANDA® not only allows you to relate fields using AND or OR, but also allows you to choose how the field content is to be searched for.
Field search - Search in input mask
EULANDA® allows you to search in any field directly from the input mask. This means that you are not bound to a special search input mask that only offers a small selection of the available fields.
Illustration: Address search fields
Simply enter the search text in the desired field and press the ENTER key. EULANDA® shows you immediately the searched data and via the hit display you see how many data records match your search entry. The data is also automatically sorted by the field you are in. So if you search by gross sales amount, the data is also sorted in ascending order by gross amount.
But if you want to search for a match starting for example with "Re", EULANDA will give you a selection list. You can select the required data record from this list.
Illustration: Search match
This function of the selection list is possible in all search fields.
By default, each field is preset with a meaningful search option. For example, the system searches in the matchcode and the article number for the text entered at the beginning of the field. For name lines in the address, the text can also be in the middle of the field. However, you can switch off the standard search method at any time and determine the search method yourself by entering one of the following special characters.
With the setting Field, And, Or you can link specific search entries (combination search). For example, if you are looking for invoices from a customer in a year, choose AND.
Illustration: AND search in invoices
There is a wildcard search that affects a specific field, a full-text search that affects all fields, an environment search, a search for a term at the beginning or end of a field and many other options.
|*||Can be placed anywhere. The joker stands for any number of characters or no character at all. It can occur at any position in the search text.MEI* --> finds "MEIER","MEISSNER PORZELAN"
*MEIER --> finds "HANS MEIER", "OBERMEIER",
H*MEIER --> finds "HANS MEIER", "HERR MEIER"
H*MEIER* --> also finds "HANS MEIER GMBH"
|**||Can only stand at the beginning. Full text search across all fields: The searched text can be placed at any position in any field. It does not matter from which field you start the full text search.|
|?||Can be placed anywhere. The character joker replaces exactly one position with exactly one character. It can occur at any position in the search text.M?IER --> finds both MEIER, and MAIER.
M??ER --> finds MEIER, MAYER, but also MAUER
Can only stand at the beginning: Exact search. The text you are looking for must match exactly.
Can only stand at the beginning. The value you are looking for must be greater than the value entered.
|<font color="#ffff00"> presents||
Can only stand at the beginning. The value you are looking for must be greater than or equal to the value entered.
Can only stand at the beginning. The value you are looking for must be smaller than the value entered.
Can only stand at the beginning. The value you are looking for must be less than or equal to the value entered.
Search in number fields with commas
If you want to search for a numerical value with decimal places, make sure that you use the period as a comma.
This is the English notation required by the SQL server. Examples:
1100.12 --> finds 1100 Euro and 12 Cent
>100.50 --> finds values greater than 100,5
Search in date fields
(Based on the year 2020)
Searches for date values of a certain day independent of the time. The input format takes the Windows setting into account. The example on the left shows, for example, the format commonly used in Germany.
Finds a complete month.0315 --> March 2020
Search for a calendar week in the current year. The letters KW must precede the two-digit calendar week without spaces.
Optionally, the year of the calendar week can also be specified. Example:
kw252016 --> 20.06.2016
day after tomorrow
day after tomorrow
By entering a hyphen, entire ranges can also be searched for. The hyphen can also be at the beginning or end.
Here you can determine whether the current field is to be searched for or whether an AND or an OR search is to be carried out across several fields. This search option can also be switched with CTRL++.
If the screen is in search mode and the ENTER key is pressed after entering text, the search refers to the field in which the cursor is currently positioned. However, it can make sense to combine several fields in one search. In this case, you click with the mouse into the field zone and can set the further options AND and OR. With AND, the query generator formulates the search query in such a way that only those data records are retrieved as a result for which all search texts occur in the fields entered. An OR statement requests all data that contains one or more fields. The result set will therefore be the largest with OR.
Example: In the module Invoices with AND search enabled
MUELLER[in field Matchcode]
KW12[in field Date]
Invoices from customer Müller are found in calendar week 12. Matchcodes "MUELLER GMBH", "MUELLER HANS" etc. are also found. Therefore, it makes sense to use the exact search if the exact matchcode is known:
MUELLER OHG[in field Matchcode]
KW12[in field Date]
Now only the customer Müller OHG is found.
example: In the module Addresses with activated OR search
HANS[in Name 1 field]
HANS[in Name 2 field]
HANS[in Name 3 field]
All addresses with HANS in any name line are found.
With a few exceptions, the print box is connected upstream of the printouts. The output unit can be switched to the following devices using the F7 key: Printer, preview, fax, email and file.
You can also output to a file by printing from the preview. Other file output formats such as ASCII, HTML, PDF, Excel, etc. are available there.
The selected output unit is available in the"Basic values" data source as the"TargetDevice" field value and can be used, for example, to use different layouts within one and the same template.
Dialog for print output
Head of the letter
For each printout, a letterhead can be used. The letterhead is placed under the actual printout. You can change or create stationery in the"General" section of the Report Designer. If you do not want to use letterhead, set the option "no letterhead".
Some stationery is supplied as standard, you can use it as a template for your own stationery or store your own stationery. The supplied stationery requires a report template with active page layout and a length of 297mm. This is the case for all standard templates for ordering (quotation, invoice, delivery note, etc.).
The letterheads contained in the standard system already print the company master data, which you can enter under Accessories/Settings/Company master. Your company logo is also used from this area.
Number of copies
The number of copies can be freely set and saved as default for the displayed group. In the printouts, text can be output via a copy counter. This makes it possible to output"Accounting","Filing", etc. on the second copy. A report template with this function can be found in the EULANDA® user forum for download.
The language in which the printout is to be made can be set via the selection box. For printouts that can be assigned to a customer, the selection box is automatically preset to the customer's language. The language can be preset in the customer master. The available correspondence languages are optional and must be purchased separately. Only the primary language, i.e. the language in which EULANDA® was purchased, is always available for printing,
the report templates are translated in real time, additionally a multilingual text is supported for items, so that, if the item texts have been entered accordingly, the item text of offers, invoices etc. is also output in the set language.
The installed printer drivers are available here. By default, the printers are displayed with the network names in UNC format (i.e. \\Server\Printer Share Name). The printer can be
used as default for this group.
If a document consists of several pages, the tray for the following pages can also be set and, if desired, saved as standard for future printouts.
Copy as default for group "e.g. lists"
You want to print delivery notes or labels, i.e. any reports on a specific printer, and the system should remember this for the next printout?
This works, of course! EULANDA® uses profiles to manage reports and printers. At delivery, all reports were already assigned to meaningful groups. All labels have been assigned to the"Label" printing group (= profile). All reports for operations, i.e. quotations, invoices, order confirmations, are assigned to the print group "Standard", all overviews of the print group "Lists".
A printer group defines different forms that are all to use the same printer with identical properties (number of copies, printer name, etc.). The groups are maintained in the report designer. You can set properties in the print box and assign them to the complete group using the "Save as default" function. All printouts in this group will then use these defaults for future editions.
If you want to assign a report to your own printer, create a new print group for the desired report. This is done in report management. To do this, call up the Report Designer via the Quick Launch bar under "System Administration", select your report (=Form) in the overview, select the report properties and enter any profile name under "Print group". You can now set the properties for this new group via the print box.
A print option is also available in the preview. In addition to output to the printer, this also allows output in various file formats.
Send as fax
To output to a FAX unit, the fax unit must be configured under"Settings".
Dialog for sending faxes
Send as e-mail
Quotations, invoices, etc. can be converted into a PDF document when output as an e-mail. This is sent as an attachment. The type of PDF conversion depends on the information you have entered under "Settings" on the "PDF" tab.
Email can be output either via MAPI or the SMTP protocol. Which method is used depends on your mail settings. In principle, the mail program must be stored in Windows as the standard e-mail program.
Dialog for sending e-mails
Save as file
Output via "File" creates a PDF file. If you want other formats (Excel, HTML etc.), you can use the file function of the print preview. You can print from the preview using advanced functions.
The output to a PDF file depends on the settings you have made there on the "PDF" tab. In addition to direct output to a PDF file, EULANDA® also supports output to a PDF archive. The spool directory is automatically updated each time a printout is revised (quotation, invoice, etc.).
Save dialog as file
Field masks are linked to each other in context via so-called hyperlinks. This enables you to switch from an invoice directly to the corresponding order or other operations. Simply move the mouse over the field name, the word is underlined and indicates the link.
Illustration: Jump to order
This quick change is of course also possible in other places. This means that you can also switch directly from an invoice or an order to the appropriate address via a hyperlink.
Illustration: Jump to address
The hyperlinks are also available in the master data. You can switch directly from an article to the VAT administration via hyperlinks.
A click on this field name opens the settings dialog for the VAT rates, which can normally be accessed via "Accessories".
The best way to find out which hyperlinks are available is to try them out. Simply move the mouse pointer over a field name. If an underscore is visible, it is possible to switch to a connected module.
Since EULANDA® handles all areas as windows, the content remains in the module you leave. You can call up the module immediately in the selection bar, for example the invoice, and are back in the old location.
The information system displays the cross-references to the displayed data record. To call it up, press CTRL+I or the info symbol at the top right of the data navigation. If the information system is called from an address, it displays all cross-references stored for this address, that is, invoices, orders, purchase orders, letters, and so on.
Information system of addresses
Information system of articles
Most input masks are not large enough to accommodate all information. Further information is therefore divided into index cards.
Extended index card
You can switch between the tabs by pressing Ctrl+Tab or the View menu. In addition, each tab can also be selected by mouse click.
You can use the short info to display additional information about the displayed data set in a clearly arranged form. The short info is linked into the main window as an independent view area - like the characteristic tree. Therefore your screen should have a resolution of at least 1280 x 720.
Short info in article
Via the hyperlinks in the brief information you can, here in the example, jump to the orders placed. The supplier can also be reached with one click. The short info is available in almost all Moudlen and can be adapted to a certain extent if required.
Characteristics are properties that you can assign to your data. These characteristics can be nested as deeply as desired, whereby a free number of characteristics can be assigned to each data record. The sum of all nested characteristics is called a characteristic tree, since the nesting is similar to the branches of a tree.
Characteristic tree in addresses
The characteristics set appear in the characteristic in bold ("Office supplies" and"On site"). This assignment can be changed at any time.
Several characteristics can be assigned to each data record simultaneously.
The actual main data record, for example the address, is only stored once.
Characteristics replace the selection note of the older product EURO and represent a very flexible instrument for organizing data. As far as possible, characteristics are supported in all tables, i.e. in articles, addresses, letters, representatives, invoices, etc.
The characteristic tree can contain any number of criteria in any nesting depth. Any number of characteristics can be assigned to a data record. This structuring option allows each address to be assigned to different groups, for example to the address types"wholesale","dealer","supplier","customer","press" and additionally to a locale and areas of interest, etc.
Calling the Characteristic Tree
The characteristic tree is called via the status bar by clicking on the left side of the action path - in this example on the word "Addresses". By clicking on the pin symbol you can "staple" the feature tree to the display.
The characteristic tree can also be called up via the"View" menu.
Search in the characteristic tree
To search for data about characteristics, simply click on the desired characteristic. In the status bar, the action path contains the new origin; instead of addresses, the selected characteristic is displayed (in the example office supplies)
All search methods in the fields now automatically refer to the data with the selected characteristic. One could also call such a characteristic preselection filters. When you scroll through the data records, the relevant characteristics are automatically displayed in bold. In this case, three addresses were found that have the characteristic"office supplies".
Calling Data Records
If you want to assign one or more characteristics to a data record, select the data record with Enter. The characteristic list now displays a selection field for each characteristic. You can now set the desired characteristics by clicking with the mouse and then save the data set with Ctrl+Enter.
Creating New Characteristics
New characteristics can be added using the right mouse button.
When you create new characteristics or folders, you can enter a comment in addition to the characteristic description. This simplifies the overview for large characteristic trees and many users. The next dialog mask of the wizard allows three different settings.
New structures can be created using the "Folder" item. A folder can contain subfolders or end characteristics, which are referred to here as the "Characteristics Catalog".
This is the actual storage space for a feature. In the characteristic tree, this is displayed as a clickbox as soon as the data set is in edit (=change mode). A characteristic catalog is static, which means that every data record that is to be assigned to this characteristic must be set to change mode with the Enter key and then selected by clicking the box. If characteristics are to be set automatically, that is, depending on conditions, dynamic characteristics are used. We call these characteristics SQL queries.
The"SQL query" option is particularly flexible. We also refer to these characteristics as dynamic characteristics, since the amount of data affected by this condition can change without changing the characteristics themselves. A dynamic characteristic is an SQL query that must not only refer to the assigned table, such as addresses, articles, etc., but can also check complex relationships in the entire system as a condition. All data records that meet the condition are selected as for normal static characteristics and can be edited.
This option is designed specifically for solution partners who can make customizations or for customers who are familiar with SQL. At this point, we do not want to describe the SQL language, but only the functionality of this option:
The possibility to store an SQL command - more precisely a WHERE clause of an SQL select command - allows you to set filters that would otherwise be difficult to access and maintain using characteristics. An SQL command can refer to different fields and linked tables simultaneously,
for example, an SQL characteristic can be set to address all addresses that are to have a specific text in the tab page and at the same time have reached a specific turnover, and
such an SQL characteristic can be selected like a normal characteristic. Instead of a folder symbol, a question mark is displayed here in the characteristics list
The big advantage with SQL characteristics is that they maintain themselves so to speak automatically. Normal characteristics are static and must be assigned to each address once manually and therefore maintained, while SQL characteristics retrieve the current information from the data themselves. SQL characteristics are always useful when more complex conditions are often required.
( (fax="'''" or fax is null) and (email="''" or email is null) )
This example selects all addresses to which a financial accounting account number (customer number) in the range 10000 to 69999 is assigned and to which no fax number and e-mail address have been defined. In this example, in addition to a blank text, the system also checks for"zero", because SQL distinguishes between the absence of a field value and a blank text.
If this option is used, search entries in the screen mask are not taken into account. This option is specific to SQL queries, such as showing with the last record I changed, etc.
You can call the properties dialog box with the right mouse button over a characteristic.
You can change the name of the characteristic using this field.
As when creating a new characteristic, the characteristic is described under "Description". This gives other employees a quick overview.
This field is intended for the connection of eCommerce systems.
This display is intended for SQL programmers only. Characteristics are stored internally in a tree structure. Each characteristic is in a specific position in this tree. You can use the characteristic ID to quickly access the contents of a characteristic using SQL.
This function is intended for SQL programmers only. This button copies the selection command to the clipboard as an SQL Select command
|As a TAG characteristic||
Each static characteristic can be extended to a TAG characteristic using this button. Only one characteristic can be a TAG characteristic at a time.you can use this indicator to select a characteristic with Ctrl+T directly from the view (scroll mode), without the data record having to be in change mode first.you can cancel a set characteristic by pressing Ctrl+U.
A TAG characteristic is an option for a normal characteristic. It is an input help for setting identical characteristics. Only one characteristic at a time can have the"TAG characteristic" property.
- Set the desired feature as a "Quick feature" (right mouse menu). The characteristic is marked with a red asterisk.
- Select the required data records
- Click under "Extras" TAG-All or Shift+Ctrl+T
Now all data records are assigned the characteristic at the same time.
Similar to selecting a characteristic, you can undo it by pressing Ctrl+U. Several data records can be removed from the characteristic simultaneously using Shift+Ctrl+U.
- Switches to the first record of the selected found set. Alternatively, the Pos1 key can also be used.
- Switches to the previous record of the selected found set. Alternatively, the Curso-links key can also be used.
- Switches to the next record in the selected found set. Alternatively, you can also use the right cursor key.
- Switches to the last record of the selected found set. Alternatively, the end button can also be used.
- New records can be added using this icon. The mask is initialized - usually the fields for this are emptied or filled with default values. The color of the current input field changes (the respective field turns yellow) to indicate the status of the change. At the same time, the action path is updated in the top left-hand status bar. After entering the necessary field values, the mask can be saved with the OK check mark or alternatively with the key combination CTRL+Enter.
- The current record is released for modification. Alternatively, you can do this by pressing Enter. The color of the current input field changes (the respective field turns yellow) to indicate the status of the change. At the same time, the action path is updated in the top left-hand status bar. When changing images, it is also necessary to set the data record to change status. Images can be added or modified to a data set by double-clicking on the image area with the mouse.
- If you have changed a data record or are about to add a new one, you can use this function to cancel and cancel the change or entry. Alternatively, the ESC key can also be pressed.
- This function saves a changed or newly created data record. Alternatively, you can also use the key combination CTRL+Enter.
- Refreshes the displayed mask.
- The displayed data record can be deleted if there is no backward reference to this data record by other data. For example, an address cannot be deleted if an invoice or another connection exists. The check takes place in the database server. This reports an error with references, so that the delete command is rejected.
- To search and find records, a query must be made. A mask is in search mode by default. You can enter a search term or parts thereof in any field - pressing Enter triggers the search. Once suitable data has been found, you can scroll (navigate) through the data set and change or delete the data. If you want to start a new search, you can click on the binocular symbol. You can also return to the search mode from the scroll mode by pressing the ESC key.
- This symbol calls up a small menu from which options can be selected for the hits found.
- Calls the information system for the displayed data record. If no data record is active, the information system is called for all data. Alternatively, you can also call the information system with the key combination CTRL+I and the general information system for all data with UMSCH+CTRL+I.
- You can jump to all linked symbols via the "Go-to" male / symbol. In addresses these are e.g. created orders, invoices, SEPA mandates, etc.
- Calls the browser for the selected data set. The browser is a list view and can alternatively be called from the scrolling mode with CTRL+Enter.
- The funnel symbol can be used to call up characteristics that have been created.
Standard search function
You can move icon, menu and status bars freely using drag and drop. To do this, click on the dots at the beginning of the bar and drag them to the desired border.
You can freely position your own bars as well as the predefined ones. Functions can be moved to a bar by drag&drop, so that you can place program functions on bars too often required steps.
Customize functions and commands
The number of results found for each query operation is displayed in the bottom left row.
Illustration: Maximum and found hits
The maximum number of hits (result set) is set to 100 by default. This limitation allows you to conserve server resources and network bandwidth.
Should it nevertheless occur that more results are desired, a list with other default values can be called up by clicking on the hit display. It is also possible to load and display all hits from the server.
Illustration: Change the number of hits displayed