Master Items Maintenance Home and Search

<H2 class=form>Description</H2>
<BLOCKQUOTE>This screen is part of the Design Administration subsystem and is used to create new or access existing master items or to access the Item Price History search function. The Master Items Maintenance Home/Search page provides part of the Master Items functionality and is accessed by clicking the Master Items Maint link under the Design Admin option on the ECMS navigation bar.
<P><BR>The Master Items Maintenance Home/Search page can be accessed by all $ECMS users (including FHWA, Municipal, Consultant, Contractor, and BIS as well as by public users), but only authorized users can create and update master items. <BR></P></BLOCKQUOTE><BR>
<H2 class=form>Fields</H2>
<BLOCKQUOTE>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=109><B><FONT face=Arial size=2>Field Name</FONT></B></TD>
<TD width=150>
<DIV align=center><B><FONT face=Arial size=2>State</FONT></B></DIV></TD>
<TD width=372><B><FONT face=Arial size=2>Description</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=109><FONT face=Arial size=2>Item Prefix</FONT></TD>
<TD width=150>
<DIV align=center><FONT face=Arial size=2>Selectable Search Criterion</FONT></DIV></TD>
<TD width=372><FONT face=Arial size=2>This field provides a drop-down list from which the user can select the first four digits of the item number for which they want to search. This field is optional.</FONT></TD></TR>
<TR vAlign=top>
<TD width=109><FONT face=Arial size=2>Status</FONT></TD>
<TD width=150>
<DIV align=center><FONT face=Arial size=2>Required Search Criterion</FONT></DIV></TD>
<TD width=372><FONT face=Arial size=2>This field provides a drop-down list from which the user can select the status of the master item for which they want to search. The list entries are: Pending. Approved, Active, Inactive, or All. This is a required search criterion.</FONT></TD></TR>
<TR vAlign=top>
<TD width=109><FONT face=Arial size=2>Item Number</FONT></TD>
<TD width=150>
<DIV align=center><FONT face=Arial size=2>Enterable Search Criterion</FONT></DIV></TD>
<TD width=372><FONT face=Arial size=2>This field allows the user to enter the last four digits of the item number for which they want to search. This field is optional, but if a value is entered, it must be numeric.</FONT></TD></TR>
<TR vAlign=top>
<TD width=109><FONT face=Arial size=2>Item Description</FONT></TD>
<TD width=150>
<DIV align=center><FONT face=Arial size=2>Enterable Search Criterion</FONT></DIV></TD>
<TD width=372><FONT face=Arial size=2>The user may enter a portion of a description – the search is then limited to those Master Items whose corresponding description </FONT><B><I><FONT face=Arial size=2>starts </FONT></I></B><FONT face=Arial size=2>with the entered partial value. For example, if the user enters “It”, the search returns Master Items with descriptions that start with “It”. </FONT>
<P><B><I><FONT face=Arial size=2>TIP</FONT></I></B><I><FONT face=Arial size=2>: To search for a word that is not in the first position, type a percent sign (%), followed by the word, for example "%asphalt". This will return all items with the word "asphalt" anywhere in the item description.</FONT></I></P></TD></TR>
<TR vAlign=top>
<TD width=109><FONT face=Arial size=2>Project Use From Date</FONT></TD>
<TD width=150>
<DIV align=center><FONT face=Arial size=2>Selectable Search Criterion</FONT></DIV></TD>
<TD width=372><FONT face=Arial size=2>This field allows the user to access the Calendar/Clock icon to select a Project Use From Date as the search criterion. The date may be manually entered in mm/dd/yyyy format.</FONT></TD></TR>
<TR vAlign=top>
<TD width=109><FONT face=Arial size=2>Project Use To Date</FONT></TD>
<TD width=150>
<DIV align=center><FONT face=Arial size=2>Selectable Search Criterion</FONT></DIV></TD>
<TD width=372><FONT face=Arial size=2>This field allows the user to access the Calendar/Clock icon to select a Project Use To Date as the search criterion. The date may be manually entered in mm/dd/yyyy format.</FONT></TD></TR></TBODY></TABLE></BLOCKQUOTE><BR>
<H2 class=form>Actions</H2>
<BLOCKQUOTE>
<P><FONT face=Helvetica size=2></FONT>
<TABLE border=1>
<TBODY>
<TR vAlign=top>
<TD width=138><B><FONT face=Arial size=2>Action</FONT></B></TD>
<TD width=492><B><FONT face=Arial size=2>Description</FONT></B></TD></TR>
<TR vAlign=top>
<TD width=138><FONT face=Arial size=2>? (icon)</FONT></TD>
<TD width=492><FONT face=Arial size=2>When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).</FONT></TD></TR>
<TR vAlign=top>
<TD width=138><FONT face=Arial size=2>Up/Down Arrows (icon)</FONT></TD>
<TD width=492><FONT face=Arial size=2>When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view.</FONT>
<P><B><I><FONT face=Arial size=2>TIP</FONT></I></B><I><FONT face=Arial size=2>: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.</FONT></I></P></TD></TR>
<TR vAlign=top>
<TD width=138><FONT face=Arial size=2>Add New Master Item (link)</FONT></TD>
<TD width=492><FONT face=Arial size=2>When the user clicks this link, they are taken to the Master Item Details screen in ‘create’ mode. This link is only displayed when the user is authorized to create master items.</FONT></TD></TR>
<TR vAlign=top>
<TD width=138><FONT face=Arial size=2>Item Price History (link)</FONT></TD>
<TD width=492><FONT face=Arial size=2>When the user clicks this link, they are taken to the Item Price History screen from which they can generate a price history report for one or more construction items.</FONT></TD></TR>
<TR vAlign=top>
<TD width=138><FONT face=Arial size=2>Calendar/Clock (icon)</FONT></TD>
<TD width=492><FONT face=Arial size=2>This icon allows the user to select the "use from" and/or "use to" date (that is, the effective date) as search criteria.</FONT>
<P><FONT face=Arial size=2>When the user clicks this icon, the ECMS Date Selection Tool is displayed in a separate browser window. By default, the current month and year is displayed. The user selects the day portion of the date by clicking the day on the calendar display. </FONT></P></TD></TR>
<TR vAlign=top>
<TD width=138><FONT face=Arial size=2>Search (button)</FONT></TD>
<TD width=492><FONT face=Arial size=2>When the user clicks this button, they are taken to the Master Items list. The list is filtered based on the search criteria entered on the home page. </FONT>
<P><B><I><FONT face=Arial size=2>IMPORTANT</FONT></I></B><I><FONT face=Arial size=2>: If no search criteria are entered and the user clicks this button, the program will attempt to retrieve </FONT></I><B><I><FONT face=Arial size=2>all </FONT></I></B><I><FONT face=Arial size=2>of the items in the Master Items List. This amount of data could cause delays in loading the search results to the Master Items list. It is strongly recommended that you qualify the search by selecting at least one criterion in addition to the Status.</FONT></I></P></TD></TR></TBODY></TABLE></P></BLOCKQUOTE>

Description

This screen is part of the Design Administration subsystem and is used to create new or access existing master items or to access the Item Price History search function. The Master Items Maintenance Home/Search page provides part of the Master Items functionality and is accessed by clicking the Master Items Maint link under the Design Admin option on the ECMS navigation bar.


The Master Items Maintenance Home/Search page can be accessed by all $ECMS users (including FHWA, Municipal, Consultant, Contractor, and BIS as well as by public users), but only authorized users can create and update master items.


Fields

Field Name
State
Description
Item Prefix
Selectable Search Criterion
This field provides a drop-down list from which the user can select the first four digits of the item number for which they want to search. This field is optional.
Status
Required Search Criterion
This field provides a drop-down list from which the user can select the status of the master item for which they want to search. The list entries are: Pending. Approved, Active, Inactive, or All. This is a required search criterion.
Item Number
Enterable Search Criterion
This field allows the user to enter the last four digits of the item number for which they want to search. This field is optional, but if a value is entered, it must be numeric.
Item Description
Enterable Search Criterion
The user may enter a portion of a description – the search is then limited to those Master Items whose corresponding description starts with the entered partial value. For example, if the user enters “It”, the search returns Master Items with descriptions that start with “It”.

TIP: To search for a word that is not in the first position, type a percent sign (%), followed by the word, for example "%asphalt". This will return all items with the word "asphalt" anywhere in the item description.

Project Use From Date
Selectable Search Criterion
This field allows the user to access the Calendar/Clock icon to select a Project Use From Date as the search criterion. The date may be manually entered in mm/dd/yyyy format.
Project Use To Date
Selectable Search Criterion
This field allows the user to access the Calendar/Clock icon to select a Project Use To Date as the search criterion. The date may be manually entered in mm/dd/yyyy format.

Actions

Action Description
? (icon) When the user clicks this icon, they are taken to the screen’s “Tell Me About” Help document, which provides a brief screen description, a definition of each field, and a definition of each ‘action’ (link, button, icon).
Up/Down Arrows (icon) When the user clicks the up arrow at the top left corner of the display, they are taken to the top of the screen view. When the user clicks the down arrow at the top left corner of the display, they are taken to the bottom of the screen view.

TIP: The function buttons such as BACK, EDIT, and SAVE are always located at the extreme bottom of the screen. Use the down arrow to quickly move to the buttons you need.

Add New Master Item (link) When the user clicks this link, they are taken to the Master Item Details screen in ‘create’ mode. This link is only displayed when the user is authorized to create master items.
Item Price History (link) When the user clicks this link, they are taken to the Item Price History screen from which they can generate a price history report for one or more construction items.
Calendar/Clock (icon) This icon allows the user to select the "use from" and/or "use to" date (that is, the effective date) as search criteria.

When the user clicks this icon, the ECMS Date Selection Tool is displayed in a separate browser window. By default, the current month and year is displayed. The user selects the day portion of the date by clicking the day on the calendar display.

Search (button) When the user clicks this button, they are taken to the Master Items list. The list is filtered based on the search criteria entered on the home page.

IMPORTANT: If no search criteria are entered and the user clicks this button, the program will attempt to retrieve all of the items in the Master Items List. This amount of data could cause delays in loading the search results to the Master Items list. It is strongly recommended that you qualify the search by selecting at least one criterion in addition to the Status.



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Created by
Joseph D Howe/PennDOT
on 03/16/2005 at 10:54:04 AM