Dedicated Columns - Additional, User-Defined Fields in Forms

LoMag warehouse software allows you to enter additional columns for specific types of documents or program modules. This option allows you to describe the product, document or other modules in a more accurate and correct way. The following instruction shows how to properly configure dedicated columns - by considering an example of an invoice document. The next part of the manual will represent the results for accurate configuration of new dedicated fields.

1. Configuring Dedicated Columns

Go to the settings in the LoMag warehouse program by clicking the program tab and select the settings option from the drop-down list, or use the CTRL + U keyboard shortcut .

This will display a new window with settings for the LoMag program. Open the dedicated column in the settings window.

From the drop-down list, select where you want to enter additional parameters. For the following instruction all elements for the invoice type document will be described.

To add a new column, press the button - it will display a new window in which you can define the parameters. It is obligatory to enter the name for the new column and then choose its type from among the nine possibilities. By clicking the OK button changes will be saved.

All other possible types of columns have been added in the same way, check the screenshot below. With a column type called 'number', you can configure the number of decimal places. In the screenshot below, the value 2 was entered - it means that in this field you will be able to enter a maximum of two decimal places. To change the value, click on the cell in which the given value exists and change it to the desired one (entering the accuracy = 0 - it is possible to enter only integers).

In order to delete a column, select it with the left mouse button (it will be highlighted in blue), then use the 'delete' button. It may happen that the LoMag user has a set of additional columns for a given document, but after some time it will be determined that this parameter is not temporary necessary in the document. If you don't want to delete it and only need to disable it then uncheck the box in the visibility column (for the example, we have disabled the last text field). In the required column, it is possible to set the new column to be mandatory - the screenshot below has been set for the parameter named Text field.

By clicking with the left mouse button on the 'setting' icon in the visibility limit column, a new window will be displayed - in which you can define for which specific documents the column should be displayed.

2. Verification of the Dedicated Columns

Click on the 'invoice' document icon in order to check the configuration of new columns in the invoice. This will display a window for a new document. In the screenshot below, you can see that the new fields have been placed correctly in the document.

The newly added text 'field' is highlighted in red - this is due to the fact that by configuring dedicated columns it has been set to mandatory (it can't fill and will not allow to save the document). In the number field, you can enter the number 21.35555, but according to the configuration of this field, the number will be rounded to 21.36, because in the parameters a maximum number of two decimal places have been set. The checkbox allows us to mark the value yes or no. By clicking on the date icon, a calendar view will be displayed, where you can select the date.

Pressing the button next to the link field will show a new window in which you should enter the name and URL to the link. It is also possible to provide a link to a file on your hard disk or to a specific directory. For this purpose, use the icons available at the end of the field called URL. By clicking the icon in the item link box, the LoMag search module will be displayed. Select the item in it and confirm it using the select button.

Clicking on the Ananas, it will open the edit window for this item.

By using the attachment button present next to reference account, you can expand the list of customers - from which you can select the appropriate name by clicking on it. We have enabled this dedicated column in order to show you its use.

2.1 Drop-down Field from History

By filling this attribute, the entered value is saved in history. This means that if it is filled for one specific good or item - it can be used again (eg with a different product). By expanding the list of items, you can reuse it. But first, you need to define these attributes in the dedicated columns of item list.

2.2 Definable drop-down field

By adding a defined drop-down field column type, you can configure the list of elements for that item in the LoMag user. To do this, press the 'Edit' button. This will display a new window in which, you can add new values to the list by using the 'Add' button. In case of inaccurately entered data, you can use the edit or delete button.

By editing the item data with a column dedicated to the defined drop-down field type, we have a choice of values that were previously entered into the value dictionary. The difference of this type of column between the fields being expanded from the history is that in this parameter, you can enter only those values that were defined in the dictionary. Whereas for defining new values, you have to enter manual data in the drop-down box from the history.

2.3 Attachment from File

For warehouse documents there is a special type called "Attachment from file" (stored in the database). By pressing the 'attach' button a new window will be displayed with a file explorer on the hard disk of your computer. Select the file you want to add to the document and confirm it by clicking the open button.

In this way, an attachment has been added to the document in the form of a graphic file (other formats can also be included). By clicking on the blue string, which is the name of the file - it will open the file on your computer.

2.4 Calculated Column

The calculation column is available only for:

  • Items.
  • Elements of warehouse movements.
  • Elements of orders, offers.
  • This field is used to automatically perform calculations for a given item parameter depending on the settings we have already configured. Only columns that have a 'calculation column' type can be used for the calculation. In the screenshot below, you can see that dedicated fields containing the 'number' type have been added to the basic columns settings for an item.

    Now click on the 'Add' button and enter 'volume' in the search field. Select the 'calculation column', this will open a new window in front of your screen. Now you can see the number columns that we have entered in the previous step are present in this window.

    Example 1:

    For example, we want to determine the volume for a specific item. For this purpose, we need (in the case of a rectangular package) to multiply the length, width and height. To do this, click on the following orders located in the definition window of the calculation column: length (cm), height (cm), width (cm).

    The entered expression is associated with the name of the columns that appear in the SQL database. The screenshot below shows the result obtained after the addition of these buttons. The most frequent is the volume in cubic meters and not in centimetres, so to replace the unit we must multiply the expression by 0.0000001 - it must be in brackets so that the system recognizes it as one number. It is also necessary to use a period (it cannot be a comma) by entering a number with 'decimal' values.

    We can change the value of the expression by editing its values in the field. To delete the complete expression use the 'delete' button. Press the check button, which will enable the LoMag software to perform a simulation, allow us to determine whether the expression contains any errors (eg whether all brackets are closed or the column names entered are correct etc.).

    When editing a new item, it is necessary to complete additional item parameters - which were used in the calculation algorithm. If you missed any single quantity then the result will be zero.

    Similarly, create another expression by following the same steps. Use volume x quantity of items in stock level expression in the conditional column layout.

    The next step is to go to the items list and click on any column heading - a window will appear in which you should choose the column layout option. This action will display a new window in which you can edit the column settings. The following example transfers the parameters such as volume and 'volume * state' to visible columns and set them in the middle position of the table using the 'forward' arrow. Please note that for all new additional columns, parameters have been automatically configured as the product or quotient for the value in stock .

    With the new parameters of the table, we can check the volume of a single table and amount of stock for all 40 pieces.

    Example 2:

    Consider a case, in which the user wants to sell the pieces of granite slabs, he has two types of such boards. The first one is 0.3 meters long and 0.6 meters wide and its weight is 10 kg. The second one has 0.3m to 0.3m and a weight of five kilograms. Using a dedicated column with the type of calculation, we can calculate the surface area for one board in square meters as well as for the whole order - multiplying the length and width of the product. In the case of the total area of the offered product, add the quantity of product. The following example shows you to configure the calculation column for item column by calculating the total area of all ordered goods. For a single piece you should not enter the quotient for the column quantity.

    Parameters for dedicated product columns have been configured and described in previous steps. You can notice values such as weight (kg) or volume, which we configured in example one. For the column values appearing in the item tab, the program automatically adds two additional columns which are the product of the column and quotient of the state by using value of the column. The details of the occurrence of these columns will be described in the following instructions.

    The parameters of the discussed goods are shown below in the preview.

    To provide the customer with information related to additional units on the document, create any 'order from customer' document and then add our goods to it.

    In order to display new parameters on the list of offers, right-click on one of the columns and select 'Manage Column' from the drop-down menu. This will display a window with the option of configuring the column settings.

    In hidden columns, we can see the aforementioned names added by LoMag in the warehouse with the addition of dedicated columns and quotients of states with the same columns. Find the parameters with the names of the 'entire order in m ^ 2' and weight (kg) * status, select it and double-click it with the left mouse button, or use the transfer button to the right column. If we already add all the desired attributes, confirm the changes by clicking OK.

    After performing the operations described above, it can be seen that two columns selected by the user have been added to the search list.

    2.4.1 Using SQL Operators and Functions in Expressions

    When defining a new computing column, the LoMag stock program gives us only the basic operators in the list, such as adding, subtracting, multiplying, dividing or brackets. It is possible to use all the operators and functions present in the SQL language. The following example shows the calculation for the cylinder volume formula - 3.14 * SQUARE (radius) * height.

    Where :

  • 3.14 - rounded PI value
  • SQUARE () - this is an expression to increase the value to square times in the SQL language. In the brackets, enter the numerical value from which it is to be calculated, or, as in our case, enter the name of the dedicated column - which is "radius (cm)".
  • height - value which was declared in cm for the product.
  • Mathematical functions for the SQL language are described on the Microsoft website and can be found at this link.

    3. Types of Dedicated Columns in the LoMag Software

    The above instruction shows the addition of additional fields for invoice documents. The following sections will show where to look, how to configure columns for the relevant LoMag software modules.

    3.1 Goods

    To find new columns for goods - go to the item list and add / edit the item. In the new window you can see additional parameters.

    3.2 Accounts

    When opening a customer's file and then adding a new one or editing an existing one - it should be noted that additional dedicated fields are displayed in a new window.

    3.3 Documents Lines

    You can add additional elements to documents such as invoices and orders and offers. In the screenshot below, you can see two additional fields for selecting goods for the invoice document.

    3.4 Orders/Offers

    In case of 'orders/offers' dedicated columns that appear in a few places (as it was shown in the example of invoices) after adding an additional field, the 'setting' icon will be displayed. After clicking on it you can define in which documents it should be placed.

    In the 'offers' tab, you can edit or add a new offer, and on the document you can see three additional columns as shown in the screenshot below.

    3.5 Warehouse Documents

    The screenshot below shows documents in which we can place additional dedicated fields.

    You can notice the addition of these parameters in GRN documents.

    3.6 Users

    Add the following additional fields under the 'user' column.

    By opening the list of users, you can notice that information about dedicated columns has been already included in the main menu. In order to change it, a new user should be added / edited and then switch towards the dedicated columns.

    3.7 Warehouse

    For some options, the dedicated columns is limited to the types that are logically linked to the table. As it be seen in the following screenshot, the list of new column types is automatically limited for the "List of Warehouse" table

    The new attributes for a warehouse is visible when editing or adding a new warehouse.

    3.8 Library

    Click on the 'Item' tab and select the 'item library' option from the drop-down list. The window of library will be opened in front of user

    By adding a new library - you can find additional dedicated fields that have configured.

    4. Possibilities of Using Dedicated Columns

    The LoMag warehouse program also allows the use of new parameters in different templates of the document. The following is a list of few examples for an invoice document.

    4.1 Use of Additional columns in Invoice Document

    Open a new invoice document by clicking on its icon and then click on the 'manage columns' icon. The 'manage column' window will be displayed where you can select the column layout. Now you can configure the columns from the both visible and hidden choices. Detailed instructions for column settings can be found above (heading 1.3)

    4.2 Adding Elements in a Template

    The newly added parameters are included in the print document. To do this, press the 'print' icon in the window. This will display the window of labels template editor.

    Right click on the table on the template mockup and select the table configuration (see below).

    The table management window will be launched where you can move the relevant entries from the hidden columns to the visible columns.

    We save and open the print preview of the document.

    As you can see from the above generated document that it contains the information related to new sizes. For example, we can say that after the release of 60 pieces of granite slabs with dimensions of 0.3m to 0.3m, the contractor will receive 5.40 square meters of items and transport the goods, which can carry 300kg. The above-described edition of the template will be visibled on each template, and applicable for all types of documents

    4.3 Adding Columns to Lists

    By following the section 4.1, we can add additional columns to the list of items, documents, reports, etc. To do this, move them from the hidden columns to the visible columns in 'manage column' window.