Đề tài Seeds Database User Guide

Seeds Database User Guide Written: 19 May 2000 Revised: 29 January 2000 17 September 2005 © CSIRO Forestry and Forest Products Australian Tree Seed Centre PO Box E4008 Kingston Canberra ACT 2604 AUSTRALIA 1 Table of Contents Before you start ......................................................................................................................... 1 Forms ..................................................................................................................................... 1 Form Controls ........................................................................................................................ 2 Important Concepts................................................................................................................ 3 Terminology Used in System..................................................................................................... 7 Seedlots ................................................................................................................................. 7 Bulk and Individual Seed Collections..................................................................................... 7 World Zones and Country Groups ......................................................................................... 7 Regions .................................................................................................................................. 8 Getting Started........................................................................................................................... 9 Starting the Seed Database .................................................................................................... 10 Seeds Database Main Menu ................................................................................................... 11 Seed Store............................................................................................................................... 12 Seedlot ................................................................................................................................. 13 Individual Tree Form ........................................................................................................ 15 Taxa ..................................................................................................................................... 16 Treatments ........................................................................................................................... 16 Collectors ............................................................................................................................. 17 Prices ................................................................................................................................... 17 Costs .................................................................................................................................... 18 Contacts................................................................................................................................... 19 Customer/Contacts .............................................................................................................. 20 Contacts ........................................................................................................................... 21 Countries/Regions............................................................................................................ 21 Region Form..................................................................................................................... 22 Query Customer Form...................................................................................................... 23 Query Contacts ................................................................................................................ 23 World Zones ..................................................................................................................... 24 Country Groups ................................................................................................................ 24 Query/Report ........................................................................................................................... 26 Query Store by Seedlots or Species.................................................................................... 27 Query Store by Selected Parameters .................................................................................. 28 User Defined Query Report ................................................................................................. 30 Stock Management .............................................................................................................. 35 Query Active Customers ...................................................................................................... 35 Query Seedlot History.......................................................................................................... 36 Query Taxa History .............................................................................................................. 36 Query Shipments ................................................................................................................. 37 Print or Email Seed Catalogue............................................................................................. 38 Order Entry .............................................................................................................................. 40 Quote/Consign ..................................................................................................................... 41 Selecting customer's name and address ......................................................................... 43 Create a quote.................................................................................................................. 43 Enter the details for bulk seedlots ................................................................................... 44 Enter the details for individual seedlots............................................................................ 45 Auto select individual tree numbers ................................................................................. 45 Quote details .................................................................................................................... 47 Print quote or order documents........................................................................................ 49 Email a quote.................................................................................................................... 49 Bulk Up............................................................................................................................. 50 View a quote or order ....................................................................................................... 51 Sponsors .............................................................................................................................. 51 Carriers ................................................................................................................................ 51 Charge Type ........................................................................................................................ 52 Print Tax Invoice .................................................................................................................. 52 Viability Standards................................................................................................................... 54 Viability Test......................................................................................................................... 55 Seed Database Manual v5VN.doc 2 Viability Test Schedule......................................................................................................... 56 Viability Tests per Year ........................................................................................................ 56 Standards Query/Update ..................................................................................................... 57 Standards Report................................................................................................................. 59 Seedlots in Standard............................................................................................................ 59 Recalculate Storage Statistics ............................................................................................. 60 Display Storage Statistics .................................................................................................... 60 Appendix 1 - Table Definitions................................................................................................. 61 Table: Address ................................................................................................................. 61 Table: Carrier.................................................................................................................... 61 Table: ChargeType........................................................................................................... 61 Table: Collector ................................................................................................................ 61 Table: Contact .................................................................................................................. 61 Table: ContactType .......................................................................................................... 61 Table: Country.................................................................................................................. 61 Table: CountryGroup........................................................................................................ 62 Table: Customer............................................................................................................... 62 Table: CustomerAddress.................................................................................................. 62 Table: CustomerType....................................................................................................... 62 Table: DocHeader ............................................................................................................ 62 Table: DocLine ................................................................................................................. 63 Table: FixedCosts ............................................................................................................ 63 Table: Genus.................................................................................................................... 63 Table: IndividualTree........................................................................................................ 63 Table: Price ...................................................................................................................... 63 Table: Region ................................................................................................................... 63 Table: Seedlot .................................................................................................................. 63 Table: SeedlotHistory ....................................................................................................... 64 Table: SeedlotStore.......................................................................................................... 64 Table: Species.................................................................................................................. 64 Table: SpeciesStore ......................................................................................................... 65 Table: Sponsor ................................................................................................................. 65 Table: TaxaHistory ........................................................................................................... 65 Table: Treatment .............................................................................................................. 65 Table: ViabilityTests ......................................................................................................... 65 Table: Zone ...................................................................................................................... 66 Table: ZoneCountry.......................................................................................................... 66 Appendix 2 - View Definitions.................................................................................................. 67 View: CustomerAddressView........................................................................................... 67 View: DocumentExView ................................................................................................... 67 View: DocumentHeaderView............................................................................................ 67 View: DocumentView ....................................................................................................... 68 View: IndividualView......................................................................................................... 68 View: SeedlotView............................................................................................................ 69 View: ZoneDocView ......................................................................................................... 69 View: ZoneView................................................................................................................ 70 Seed Database Manual v5VN.doc 3 Before you start Before you start to use the Seeds Database, you should be familiar with the forms and form controls used in the system. A form control is a component of a form like a button or text box. The following sections will describe each of these components and describe how they function in the system. Apart from the functions of forms and form controls there are also a number of important concepts about the way the systems works that you must fully understand. Read the section on important concepts very carefully. Forms There are a number of types of forms used in the system but the two main types are menus and data entry forms. Some of the other types of forms used are - Message boxes used to display system messages; Dialogue boxes used to select options or gather parameters for reporting; And Datasheets used to display information in a spreadsheet like style. An example of a data entry form is shown below. At the top of the form you will notice the form name is displayed in the title bar. This is the name by which this form is referred to in this documentation. Below the title bar is an area in black that contains a number of buttons each bearing a standard icon. Following the black area is the main body of the form that has a number of form controls including, text boxes, combo boxes, radio buttons and a standard button. Seed Database Manual v5VN.doc 1 The following sections will list each of the controls used on the various types of forms and describe how they function. Form Controls Control Description Menu button: The square button to the left of the text menu entry is the menu button. Click on the menu button to move to a submenu or a form. Exit button: This button is located only in the Seeds Database Main Menu. Click on this button to exit the system. Clear Form button: Use this to clear details on the form and reset any default values. Save button: This saves the data on the form to the back end database. If you don't click the Save button, you will lose the data you have entered. Delete Record button: Use this button only if you are the authorised person to delete records. Once a record is deleted it is gone, there is no way to undo a delete. Exit Form button: Use this button to exit a form and return to where you started from. Execute button: Click this button to execute a task eg. Run a query. Text box: This is where data can be entered or displayed. Combo box: A combo box is a text box with a drop down list attached. Click on the arrow and the drop down list will become visible allowing you to select a value from it. The drop down lists often display more information than is required to fill the text box. This is to overcome the Seed Database Manual v5VN.doc 2 fact that often the value for the text box alone may have duplicates or it may be meaningless without this additional information. Combo boxes often copy extra data to a form. This extra data is sometimes visible and sometimes not, but it is always crucial to the operation of the system. So if there is a combo box on a form then use it to select the value you require rather than just typing it into the text box part of the control. Radio button: Radio buttons are used where a data item can have only one of two opposite values like "true" or "false". When you click in the circle the black dot toggles to the opposite of what was displayed when you clicked the control. A black dot in the circle indicates that the value is switched to the positive (or true) while an empty circle indicates the value is switched to the negative (or false). Standard button: A button on the bottom of a form (such as the Contacts button on the left) leads to another related form. When you exit from the related form you return to the form that you started with. Important Concepts The Seeds Database is a client server computer system designed to assist in the collection, storage and distribution of tree seeds. It may be installed as a single user system on a single computer or it may be scaled up to a multi user system on a local area network. Regardless of whether you have a single user or a multi user system, the architecture is exactly the same. There is a back end database where your data will be stored and a front end, or client application, consisting of menus and forms that are used to either enter data or to access the information in the back end database. The interaction between the client application and the backend database must be clearly understood. When you select a record, say for example, details of a seedlot, the data for that seedlot is retrieved from the back end database and displayed on your screen by the client application. You may enter new data or amend the existing details on the screen but these changes are not written to the back end database until you click the Save button. When the client application retrieves a record it assumes you are working on that record alone and it will apply all changes you make to the record that was retrieved. If you decide you want to proceed to some other action, like entering a new record after you have retrieved a record, then you must click the Clear Screen button to signal to the system that you have finished with the record you retrieved. If you don't click the Clear Form button in this situation you may cause unintentional updates to be written to the record you originally retrieved. Seed Database Manual v5VN.doc 3 The Client application relies heavily on the use of Combo boxes and Defaults to speed up the task of data entry and insure the consistency and integrity of your data. The basic function of a Combo boxes has been described above however there are some important performance issues relating to Combo boxes if