Drawback Lookup
The
Drawback Lookup
screens allow you to research, audit, and edit the Drawback data in the system. This screen can be opened by choosing “Drawback Lookup” from the “Drawback
” menu.
Docks
The tabs on the left side of a
Lookup
screen are referred to as “docks”. Docks are used to further narrow down the database based on the specified criteria. The dataset displayed within each dock is an accurate representation of the current database. Next to each dock title is a number or icon.Tabs | Description |
|---|---|
Number | A number indicates the number of records matching the criteria for the dock. For example, if a record is edited and no longer applies to a specific dock, the record will be removed from the dock when the Lookup screen is refreshed. |
Loading  | This icon indicates that the dock’s query is still loading. If the query is successful, a number will appear in the icon’s place. If the query is unsuccessful, a warning icon will appear in the icon’s place. |
Warning  | This icon indicates that the system ran into an issue while running the query. If one or more Lookup docks show this icon, please contact your system administrator for support. |
A number of standard queries can be added as Lookup docks for a variety of uses, such as:
- Current Pre-Processing
- Current Processing
- Depleted Entries
- Depleted Exports
- Entries on TFTEA and Core Claims
Customized queries can also be added as docks to a Lookup screen. For security purposes, docks can be made visible or hidden based on Security Group permissions.
Opening a Dock
To open a dock, click on a dock name.
The screen will reload and display the dock results in a new grid. The header will match the name of the selected dock.
Each dock displays key information specific to that record. The fields shown on the Lookup grids are customizable per the client’s preference.
Showing/Hiding the Dock Menu
To make more room on the screen, the dock menu can be hidden. This can be done by clicking the “>” icon.
The screen will refresh to show the grid without the docks visible. Clicking the icon again will return the dock menu to the screen.
Filtering
After selecting a dock and view, the user can use filters to search and quickly locate specific products. Search results can be refined on additional columns, if needed. To perform a search, choose a column to search by and click the icon to the right of the column name.
Clicking the advanced filter icon will open a list of filtering options. Each of these options is explained in more detail in the sections below.
Sorting
Columns can be sorted in ascending (A-Z) or descending (Z-A) order. The user also has the ability to clear sorting to return the column to its original order.
Grouping
Clicking
Group By
will cause the grid to refresh. All records sharing the same value for the selected column will be grouped together and can be expanded/collapsed by clicking the arrow button on the far left. In the example below, the grid is grouped by Create Date
. As a result, all products with a Create Date value of “6/5/2020” were grouped together.
Clicking
Ungroup
will return the grid to its original state.Best Fit
Some docks may have columns that take up more space than is needed.
The
Best Fit
filtering option shrinks the column width to the best fit for the screen’s parameters.
Column Configuration
The
Columns
filtering option makes it possible to show/hide only the columns the user needs to view. Column headers with a checked box will remain visible. Column headers with an unchecked box will be hidden.
Filtering
Columns can be filtered to show only rows with values that meet specific parameters. Choose a column to search by and enter a value to search by. Choose a filter option from the provided list. A series of filter options (e.g. “Contains”, “DoesNotContain”, etc.) will appear. These options may vary depending on the type of column (Alphanumeric, Numeric, Date, etc.). Once the parameters are set, click
Filter
.
The grid will refresh to show only rows with values that match the specified filtering criteria.
To clear all filters from a specific column, click
Clear Filter
.
Grid Configuration
To save the grid’s current configuration, click
Save Grid Configuration
. The next time the grid is opened, it will load with all saved parameters (filtering, fitting, column configuration, etc.) already applied.
To restore the grid to its original configuration, click
Remove Ad-Hoc Filters
.
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