Help:Nominations

From Navigates Help

This help page will guide you through the process of creating nominations and supernominations, as well as viewing the nom summary.

Contents 1 Nominations Entry 1.1 Method 1: Nomination Matrix 1.2 Method 2: Nomination Form 2 Nominations Summary 3 Super Nominations

[edit] Nominations Entry

[edit] Method 1: Nomination Matrix

Select Customer Activities -> Nominations -> Nomination Matrix. You will be directed to the Nomination Matrix screen.

There are three ways to create nominations in Navigates using the Nomination Matrix: you may create a new record from scratch, you may create a new nomination using the activity code or you may copy and existing record and modify the data to reflect your changes.

Image:Nomination matrix.jpg Nomination Matrix

To create a new nomination from scratch, perform the following steps: Enter the contract for which you wish to create a nomination (either by typing it in manually or by selecting it from the lookup list) in the Svc Req K field. Enter the begin date for your nomination in the Beginning Date field. Click at the top of the screen. If there are existing nominations on the contract for the selected date, they will appear after retrieve. If you wish to modify the end date for the nominations, do so by entering a new date in the End Date/Copy Through field. Click at the top of the screen to enter a new record. Fill in the required fields. Enter Reference Code (optional). Click at the top of the screen to save the new transaction. If the nomination is valid, you will receive a confirmation in the System Messages area of the screen.

To create a nomination using the Activity Code, perform the following steps:

• Enter the begin date for your nomination in the Beginning Date field.
• Click at the top of the screen. If there are existing nominations on the contract for the selected date, they will appear after retrieve.
• If you wish to modify the end date for the nominations, do so by entering a new date in the End Date/Copy Through field.
• Click at the top of the screen to enter a new record.
• Enter the activity code (either by typing it in manually or by selecting it from the lookup list) in the Act Cd field.
• Modify the data, if needed.
• Click at the top of the screen to save your changes.

To create a nomination by copying an existing record, perform the following steps:

• Enter the begin date for your nomination in the Beginning Date field.
• Click at the top of the screen. Existing nominations will be displayed.
• If you wish to modify the end date for the nominations, do so by entering a new date in the End Date/Copy Through field.
• Select the record you wish to copy. Click at the top of the screen to copy the record.
• Modify the data, if needed.
• Click at the top of the screen to save your changes.

[edit] Method 2: Nomination Form

Select Customer Activities -> Nominations -> Nomination Form. You will be directed to the Nomination Form screen.

There are three ways to create nominations in Navigates using the Nomination Form: you may create a new record from scratch, you may create a new nomination using the activity code or you may copy and existing record and modify the data to reflect your changes.

Image:Nomination form.jpg Nomination Form

To create a new nomination from scratch, perform the following steps: Enter the contract for which you wish to create a nomination (either by typing it in manually or by selecting it from the lookup list) in the Svc Req K field. Enter the begin date for your nomination in the Beginning Date field. Click at the top of the screen. If there are existing nominations on the contract for the selected date, they will appear after retrieve. If you wish to modify the end date for the nominations, do so by entering a new date in the End Date/Copy Through field. Click at the top of the screen to enter a new record. Fill in the required fields. Enter Reference Code (optional). Click at the top of the screen to save the new transaction. If the nomination is valid, you will receive a confirmation in the System Messages area of the screen.

To create a nomination using the Activity Code, perform the following steps:

• Enter the begin date for your nomination in the Beginning Date field.
• Click at the top of the screen. If there are existing nominations on the contract for the selected date, they will appear after retrieve.
• If you wish to modify the end date for the nominations, do so by entering a new date in the End Date/Copy Through field.
• Click at the top of the screen to enter a new record.
• Enter the activity code (either by typing it in manually or by selecting it from the lookup list) in the Act Cd field.
• Modify the data, if needed.
• Click at the top of the screen to save your changes.

To create a nomination by copying an existing record, perform the following steps:

• Enter the begin date for your nomination in the Beginning Date field.
• Click at the top of the screen. Existing nominations will be displayed.
• If you wish to modify the end date for the nominations, do so by entering a new date in the End Date/Copy Through field.
• Select the record you wish to copy. Click at the top of the screen to copy the record.
• Modify the data, if needed.
• Click at the top of the screen to save your changes.

[edit] Nominations Summary

Select Customer Activities -> Nominations -> Nomination -> NominationHistory. You will be directed to the NominationHistory screen.

Image:Nomhist.jpg Nomination History

To view the nominations summary, compete the following steps: Enter the date range that you wish to view in the From and To Date fields. Enter Service Requester, Svc Req K, Act Cd, Stat (optional). Click at the top of the screen.

NOTE: To view details of a particular nomination, select it from the list. The details will appear in the matrix below the list of nominations.

[edit] Super Nominations

Select Customer Activities -> Nominations -> Nomination -> Super Nomination Matrix. You will be directed to the Super Nomination Matrix screen.

There are two ways to add new super nominations to Navigates™: you may create a new record from scratch or you can use an existing activity code.

Image:Supernom.jpg Super Nomination Matrix

To create a new super nomination from scratch, perform the following steps: Enter the being and end dates in the Flow Begin and Flow End Date fields. Click at the top of the screen. If there are super nominations placed for the selected date range, they will be displayed upon retrieve. Click at the top of the screen. Fill in the required fields in the flow matrix on the left side of the screen. Enter the rounte information. You may do so by clicking the [ADD] button or by selecting an existing route in the K Route Id field. Click at the top of the screen to save your changes.

To create a new super nomination using the activity code, perform the following steps:

• Enter the being and end dates in the Flow Begin and Flow End Date fields.
• Click at the top of the screen. If there are super nominations placed for the selected date range, they will be displayed upon retrieve.
• Click at the top of the screen.
• Enter the activity code (either by typing it in manually or by selecting it from the lookup list) in the Super Act Cd field.
• Update nomination quantities, if needed.
• Click at the top of the screen to save your changes.

NOTE: To view details of a super nomination, select it from the list. The details will be displayed in the matrix below the list of nominations.