topaz - Business Logic Overview

User Interfaces

Forms

Add and Edit Budget Status

Purpose: Add and Edit Budget Status Data Source: MarketingBudgetStatus

Input Fields: - Marketing Budget Status ID → Marketing Budget Status ID - Status → Status - Active → Active - Sort Order → Sort Order - RecNum → =GetXofY(Forms![Frm Add and Edit Budget Status])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Campaign Status

Purpose: Add and Edit Campaign Status Data Source: MarketingCampaignStatus

Input Fields: - Marketing Budget Status ID → Marketing Campaign Status ID - Status → Status - Active → Active - Sort Order → Sort Order - RecNum → =GetXofY([Forms]![Frm Add and Edit Campaign Status])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Lead Type

Purpose: Add and Edit Lead Type Data Source: Lead Types

Input Fields: - Lead Type ID → Lead Type ID - Lead Type → Lead Type - Lead Source → Lead Source - Lead Format → Lead Format - Start Date → Start Date - Industry ID → Industry ID - Status → Status - Text21 → Last Modified By - Text22 → Date Modified

Actions: - MS Sans Serif - CloseForm

Add and Edit Marketing Budget Non Principal Project

Purpose: Add and Edit Marketing Budget Non Principal Project Data Source: Marketing Budget Non Principal Project

Input Fields: - Calibri - Calibri - Calibri - Budget Year → Budget Year - Budget Description → Budget Description - Marketing Budget ID → Marketing Budget ID - Budget Amount → Budget Amount - Marketing Budget Status ID → Marketing Budget Status ID

Actions: - Calibri - CloseForm

Add and Edit Marketing Campaign Category

Purpose: Add and Edit Marketing Campaign Category Data Source: Marketing Campaign Category LookUp

Input Fields: - Marketing Campaign Category ID → Marketing Campaign Category ID - Marketing Campaign Category → Marketing Campaign Category - RecNum → =GetXofY(Forms![Frm Add and Edit Marketing Campaign Category])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Marketing Campaign View Principal Project

Purpose: Add and Edit Marketing Campaign View Principal Project Data Source: Principal Projects

Input Fields: - Calibri - Calibri - Calibri - Label87 → =[Principal ID].Column - Project Name → Project Name - Principal Project ID → Principal Project ID - Brief Date → Brief Date - Principal Project Status ID → Principal Project Status ID - Solutions Architect → Solutions Architect - Version Number → Version Number - ... and 7 more

Actions: - Calibri - CloseForm

Add and Edit Marketing Campaign

Purpose: Add and Edit Marketing Campaign Data Source: Marketing Campaigns

Input Fields: - Calibri - Calibri - Calibri - Marketing Campaign → Marketing Campaign - Job Number → Job Number - Marketing Campaign ID → Marketing Campaign ID - Marketing Campaign Category → Marketing Campaign Category - Marketing Campaign Status ID → Marketing Campaign Status ID - Notes → Notes

Actions: - Calibri - CloseForm

Add and Edit Marketing Channel

Purpose: Add and Edit Marketing Channel Data Source: Marketing Channel LookUp

Input Fields: - Marketing Channel ID → Marketing Channel ID - Marketing Channel → Marketing Channel - RecNum → =GetXofY([Forms]![Frm Add and Edit Marketing Channel])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Marketing Sub Campaign

Purpose: Add and Edit Marketing Sub Campaigns Data Source: Marketing Sub Campaigns

Input Fields: - Calibri - Calibri - Calibri - Marketing Sub Campaign Start Date → Marketing Sub Campaign Start Date - Marketing Campaign ID → Marketing Campaign ID - Marketing Sub Campaign ID → Marketing Sub Campaign ID - Marketing Channel → Marketing Channel

Actions: - Calibri - CloseForm

Change Password

Purpose: Password Dialog Data Source: Unbound

Input Fields: - CurrentPassword - Username - NewPassword - ConfirmPassword

Actions: - MS Sans Serif - CancelButton - OKButton

Display Marketing Sub Campaigns Expire 2 Days List

Purpose: Alerts Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - AlertsSubCampaign

Actions: - Calibri - CloseForm - PrintReport

Lead Type List

Purpose: Lead Type List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - LeadTypeList - StrCriteria1

Actions: - Tahoma - AddLeadType - CloseForm

Lead Type Principal Project Report Dialog

Purpose: Lead Type Principal Project Report Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project

Actions: - MS Sans Serif - OKButton - CancelButton

Purpose: Maintenance Menu Data Source: Unbound

Actions: - MS Sans Serif - CloseForm - BudgetStatus - LeadTypes - CampaignCategory - MarketingChannel - CampaignStatus

Marketing Campaign List

Purpose: Marketing Campaign List Data Source: Qry Budget Spend Totals

Input Fields: - Calibri - Calibri - Calibri - StrCriteria1 - MarketingCampaignList - Filter1 - MarketingSubCampaignList - BudgetItemList - Total Marketing Budget Principal Project → Total Marketing Budget Principal Project - Total Marketing Budget Non Principal Project → Total Marketing Budget Non Principal Project - ... and 3 more

Actions: - Calibri - ReportMenu - MaintenanceFunction - ClearFilters - AddPrincipalProjectCampaign - AddUnrelatedCampaign - AddSubCampaign - AddBudgetItem - CloseForm

Marketing Lead Report Date Dialog

Purpose: Marketing Lead Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - StartDate - LeadSource

Actions: - MS Sans Serif - OKButton - CancelButton

Opening Dialog

Purpose: Password Dialog Data Source: Unbound

Input Fields: - Password - Username - CurrentUser - LEVEL - Role

Actions: - MS Sans Serif - CancelButton

Principal Projects No Marketing Campaign List

Purpose: Company List Data Source: Unbound

Input Fields: - Tahoma - Tahoma - Tahoma - PrincipalProjectList - StrCriteria1

Actions: - Tahoma - Add Marketing Campaign - CloseForm

Purpose: Report Menu Data Source: Unbound

Actions: - MS Sans Serif - CloseForm - MarketingLeadReportVersionTwo - LeadTypePrincipalAllocation - MarketingPreUnqualifiedLeads - MarketingEOItoPassedPanelReport

Reports Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Print Export Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Print Export Dialog

Purpose: Reports Print Export Dialog Data Source: Unbound

Actions: - MS Sans Serif - OKButton - CancelButton

SubFrm Marketing Campaign Commodities

Purpose: SubFrm Marketing Campaign Commodities Data Source: Marketing Campaign Commodities

Input Fields: - Marketing Campaign Commodity ID → Marketing Campaign Commodity ID - Sales Brief ID → Sales Brief ID - Marketing Campaign ID → Marketing Campaign ID - Commodity → Commodity

Actions: - MS Sans Serif - DeleteRec

SubFrm Marketing Campaign Lead Types

Purpose: SubFrm Marketing Campaign Lead Types Data Source: Marketing Campaign Lead Types

Input Fields: - Marketing Campaign Lead Type ID → Marketing Campaign Lead Type ID - Lead Type ID → Lead Type ID - Sales Brief ID → Sales Brief ID - Marketing Campaign ID → Marketing Campaign ID

Actions: - MS Sans Serif - DeleteRec

SubFrm Marketing Sub Campaign Lead Types

Purpose: SubFrm Marketing Campaign Lead Types Data Source: Marketing Sub Campaign Lead Types

Input Fields: - Marketing Sub Campaign Lead Type ID → Marketing Sub Campaign Lead Type ID - Lead Type ID → Lead Type ID - Sales Brief ID → Sales Brief ID - Marketing Sub Campaign ID → Marketing Sub Campaign ID

Actions: - MS Sans Serif - DeleteRec

SubFrm Marketing Sub Campaign Locations

Purpose: SubFrm Marketing Sub Campaign Locations Data Source: Marketing Sub Campaign Locations

Input Fields: - Marketing Sub Campaign ID → Marketing Sub Campaign ID - Delivery Location ID → Delivery Location ID - Sales Brief ID → Sales Brief ID - Marketing Sub Campaign Location ID → Marketing Sub Campaign Location ID

Actions: - MS Sans Serif - DeleteRec

SubFrm Principal Project Marketing Campaign Budget Data

Purpose: SubFrm Principal Project Marketing Campaign Budget Data Data Source: Qry Budget Spend Totals by Marketing Campaign

Input Fields: - Calibri - Calibri - Calibri - Marketing Campaign ID → Marketing Campaign ID - Remaining → Remaining

Actions: - Calibri

SubFrm Principal Project Marketing Campaign

Purpose: SubFrm Principal Project Marketing Campaign Data Source: Marketing Campaigns

Input Fields: - Calibri - Calibri - Calibri - Principal Project ID → Principal Project ID - Marketing Campaign → Marketing Campaign - Job Number → Job Number - Marketing Campaign ID → Marketing Campaign ID - Marketing Campaign Status ID → Marketing Campaign Status ID - Notes → Notes

Actions: - Calibri

SubFrm Principal Project Pillar Commodities

Purpose: Principal Project Pillar Commodities Data Source: Principal Project Pillar Commodities

Input Fields: - Principal Project Pillar ID → Principal Project Pillar ID - Commodity → Commodity - Principal Project Pillar Commodity ID → Principal Project Pillar Commodity ID

Actions: - MS Sans Serif

SubFrm Principal Project Pillar Delivery Location

Purpose: Principal Project Pillar Prosperator Data Source: Principal Project Pillar Delivery Location

Input Fields: - Principal Project Pillar ID → Principal Project Pillar ID - Principal Project Pillar Prosperator ID → Principal Project Pillar Delivery Location ID - Delivery Location → Delivery Location

Actions: - MS Sans Serif

SubFrm Principal Project Pillars

Purpose: SubFrm Principal Project Pillars Data Source: Principal Project Pillars

Input Fields: - Calibri - Calibri - Principal Project Pillar ID → Principal Project Pillar ID - Principal Project ID → Principal Project ID - Number of Companies Required → Number of Companies Required - BBBEE Pillar → BBBEE Pillar - Principal Launch Budget → Principal Launch Budget - Raizcorp Launch Budget → Raizcorp Launch Budget - PR Type → PR Type - Info Session Type → Info Session Type - ... and 1 more

Actions: - Calibri

SubFrm Principal Project Products Sold

Purpose: Principal Project Pillar Sourced From Data Source: Principal Project Products Sold

Input Fields: - Principal Project Pillar Source ID → Principal Project Pillar Source ID - Principal Project Product Sold ID → Principal Project Product Sold ID - Product → Product

Actions: - MS Sans Serif

Reports

Calibri: Marketing Leads (Source: Qry Report Marketing Leads Version Two)
Calibri: Marketing Sub Campaign Spend (Source: Qry Report Marketing Sub Campaign Spend)
Calibri: Marketing Sub Campaigns Expiring in 2 Days (Source: Qry Report Marketing Sub Campaign Expire 2 Days)
Calibri: Marketing Sub Campaign Lead Type (Source: Qry SubRpt Marketing Sub Campaign Lead Types)