Users have access to only authorized options based upon their security level. The menu below shows all options available, but the user is not authorized to two options, which are grayed out and not available to use.

Press any of the above buttons to start the program attached to the button.

The HELP tag on the form will display detailed help for the form displayed, if available.

Press Exit to close the application.

Drop Down Menu Options

In addition to the main menu above, most of the individual forms also have drop down menus that allow the user to quickly navigate to another authorized form.

Excel Spreadsheet Options

The drop downs for creating an excel spreadsheet allows the user to extract all lead data or only the active leads into an excel spreadsheet for further analysis.

Application Help

Also available for most options in the application is Help Documentation. This documentation is available by selecting the Display Help Drop Down Item.

HELP Example

MTF0020 Maintain Product Launch Data

This is the Product Launch Maintenance Form. New product launch groups may be entered on this form, or currently active product launch details may be edited.

The user may enter a partial MTC Product name to limit the number of entries in the display of active Product Names. When Search is pressed, only products matching the partial name will be displayed. If the Partial Product Name field is left blank, when Search is pressed all Product Groups will be displayed.

Button Actions

If Add is pressed, the user will be allowed to add new records.

If Exit is pressed the form will be closed.

Product Launch Description List

Once the Search button has been pressed a list of Product Launch Descriptions will be displayed.

Button Actions

If Add is pressed, the user will be allowed to add new records.

If Exit is pressed the form will be closed.

Detail Maintenance

If a Product is selected for maintenance details will be displayed to allow changes to be made.

Button Actions

If Exit is pressed the form will be closed.

If Delete is pressed, an attempt will be made to delete the Product from the list. Delete is not allowed if the Product is part of a active lead.

If enter is pressed, the Product Data will be updated.

Calendar Display

If the small calendar button to the right of the Start Date is pressed, a calendar will be displayed to assist the user in selecting the start date. The user may chose the month to be displayed, by pressing the down arrow on the left hand drop down and the year from the left hand drop down. Press any calendar date on the form to select that date.

Once a date is selected the form will be closed and the date selected wibb be returned to the form.

Target Detail List

This is the Target Detail Status display. The active detail records are listed for the user to select and display detail. If there is a green check, the item is a new record. If there is a red x the contact is past due.

Button Actions

If enter is pressed the record will be updated.

If exit is pressed, the form will be closed.

Select the appropriate drop down value to record status.

Button Actions

If exit is pressed, the form will be closed.

Target Detail Status

Once an item is selected, the detail status for that lead is displayed.

MTF0040 Maintain Customer Leads

The Maintain Customer Lead form is used to update or add individual customer leads.

Customer Lead List

If a partial customer lead name is entered on this display, a list of leads that match the partial name will be displayed when the search button is pressed. If no partial name is entered, when search is pressed, all customer leads will be in the list. The latter action is not recommended, due to the amount of time necessary to load the list.

Button Actions

If add is pressed, the record a blank record will be displayed for entry of a new lead.

If exit is pressed, the form will be closed.

Customer Lead Select

Select a lead for maintenance.

Fill in the various fields to add/update the customer lead record.

Button Actions

If enter is pressed, the record will be updated.

If delete is entered, the record will be deleted from the file.

If Add to Tracking is pressed, a new record will be created in the tracking system.

If exit is pressed, the form will be closed.

Select – New Tracking Record is Created

Detail Contact Status Tab

This is the Target Detail Status display. The active detail record is listed for the user to select and display detail. If there is a green check, the item is a new record. If there is a red x the contact is past due.

Button Actions

If exit is pressed, the form will be closed.

Button Actions

If enter is pressed the record will be updated.

If exit is pressed, the form will be closed.

Button Actions

If enter is pressed the record will be updated.

If exit is pressed, the form will be closed.

Button Actions

If enter is pressed the record will be updated.

If exit is pressed, the form will be closed.

If the lead has a quote # assigned to it, the display quote button will be enabled. If the user presses display quote, the quote will be formatted and returned.

Example Normal Quote

May 23, 2006

ARMSTRONG WORLD INDUSTRIES

PENSACOLA, FL 32589

Quotation Number: 423165

Revision:

Dear:

Thank you for the opportunity to propose our equipment for your_______________ application. Based on the application data provided, we are pleased to submit the following proposal for a Ronningen-Petter _______________ filter system for your consideration.

Process Conditions: 1.00

Liquid: PMPAL

Flow: 10

Pressure 45.5

Retention: ENTRY REQUIRED

Temperature: 120 °

Contaminant: 1

% Dry Solids: 1.100

Viscosity:

Considering these parameters, we are pleased to quote the following mechanically cleaned filter. The filter system offered has been selected based on maximum operating conditions.

Filtration System Offering:

Model DCF800 Configuration:

Materials of Construction:

Ø 316 SS filter housing.

Piping Connections and Valves:

Shaft Seal:

Elastomers:

Cleaning Disc Material:

Design Pressure:

Ø Maximum pressure 150 PSI (10 bar), minimum 30 PSIG (2 bar).

Media:

Automation:

Additional Options:

NSP

Service Requirements:

Air – 80 PSIG (5.5 bar) at 5 CFM (140 dm^3/m); intermittent use, must be clean, dry and non-lubricated; connection size ¼” NPT.

Price:

US $7766.00

Terms:

Net 30 days based on positive credit review.

Delivery:

FOB Portage, Michigan

4 to 6 weeks after receipt of order or approved pr