This RoboHelp project contains documentation associated with the Exchange Rates subtask. Four primary versions of this subtask display throughout Costpoint web.
After importing all of the files into your RoboHelp project, you must determine which file/topic (left pane) is directly associated with the screen you are documenting. You should select this topic and read its contents thoroughly to ensure that this topic does, in fact, accurately document the Exchange Rates subtask specific to your screen.
For some screens, the documentation may need to be modified (slightly) in order to accurately document the screen's functionality. (For example, some of the non-editable Exchange Rates subtasks function similarly, but were designed differently. Specifically, some non-editable subtasks do not display the Find Rates and/or Apply Rates pushbuttons, while other non-editable subtasks display these pushbuttons. Simply delete the "drop-down" hotspot/text referencing these fields, if they do not exist in the subtask of the screen you are documenting). In addition, you must add Table Information, if applicable, and establish a Hyperlink for the BACK button.
Next, as with any RoboHelp project, you must examine the PROPERTIES of the Exchange Rates topic you have selected. You can view the properties by selecting or highlighting the topic, right-clicking, and navigating to the PROPERTIES option. You must modify the contents in the Topic Title field to read, Exchange Rates. You must modify the contents in the File Name field to read, APPLICATION NAME_EXCHANGE_RATES.htm. (You must, therefore, add the application name as a prefix to the existing text. With respect to the Edit Standard Bills screen, for example, Exchange_Rates.htm becomes BLMGBILL_Exchange_Rates.htm).
By associating the application name with the file name, you establish a link. This link must exist in order to establish the relationship between your RoboHelp project and the newly-introduced Exchange Rates subtask/topic. Without this association, there is a disconnect (of sorts), and there will be no way to link this subtask/topic to your specific file when all of the RoboHelp projects are compiled.
Again, as with any RoboHelp project, the topic title should correspond with the name of the subtask, and the file name should be preceded by the application name.
Finally, you must delete the remaining Exchange Rates topics (the ones you do not use in the left pane) from your project. In this process, you should also delete the INSTRUCTIONS topic; therefore, the only remaining imported file should be the one you used in your project.
Below is a "cheat-sheet" to assist you in determining the Exchange Rates topic relevant to your screen. Simply locate your screen name, identify the topic (in parenthesis), and select the topic by the same name (in the left pane) to use in your RoboHelp project. If the screen name you are seeking is not listed, you should be able to select the appropriate topic based on the descriptions below.
TOPIC: (Exchange Rates - A/R Editable)
DESCRIPTION - "A/R Editable" subtasks do not display the PAY field. Typically, these subtasks display only one group box. These subtasks are editable.
Enter Project Product Bills
Enter Cash Receipts
Enter Journal Entries
Enter Purchase Orders
Enter Purchase Requisitions
Process Purchase Requisitions
Process Purchase Requisitions by Line
Enter Milestone/Percent Complete Bills
Enter Customer Product Bills
Enter Manual Bills
TOPIC: (Exchange Rates - A/R Non-Editable)
DESCRIPTION - "A/R Non-editable" subtasks do not display the PAY field. Typically, these subtasks display only one group box. These subtasks are non-editable.
Receivables and Collections Inquiry
Create Blanket PO Releases
Open Pending POs
Expedite Purchase Orders
Approve Purchase Requisitions
Approve Purchase Requisition Lines
TOPIC: (Exchange Rates - A/P Editable)
DESCRIPTION - "A/P Editable" subtasks display the PAY field. Typically, these subtasks display two group boxes. These subtasks are editable.
Enter A/P Vouchers
TOPIC: (Exchange Rates - A/P Non-Editable)
DESCRIPTION - "A/P Non-Editable" subtasks display the PAY field. Typically, these subtasks display two group boxes. These subtasks are non-editable.
Record Manual Checks
Enter PO Vouchers
Approve Vouchers
Edit Voucher Payment Status
Initialize Check History
Voucher History Inquiry
TOPIC: (Exchange Rates - Edit Standard Bills)
DESCRIPTION - This subtask is unique; therefore, the documentation is specific to this screen.
Edit Standard Bills