When creating fundings and distributions segments for orders, sometimes it is desirable to control the order of fundings, and within each funding, to control the order of distributions. Libraries that have many fundings and distributions per order may prefer to maintain segments in alphabetical or some other locally-defined order. It is possible to insert new funding/distribution clusters and new distributions in a precise position by using one of two methods.
| • | Use the right-click method on a funding/distribution in the Segment tree and select a position from the shortcut menu. |
| • | Select a funding/distribution in the Segment tree, press SHIFT+F10, and select a position from the shortcut menu. |
Using a shortcut method, you can do the following.
| • | Insert a New Funding/Distribution Cluster with Position Control |
| • | Insert a New Distribution with Position Control |
| • | Change a Distribution Type |
The insertion point focus must be in the Segment tree for these shortcut methods to work.
You cannot position claim or cancel segments using these methods.
When creating an order map template using the Order Map wizard, you can use these shortcut methods to position fundings/distributions.
Insert a New Funding/Distribution Cluster with Position Control
When you right-click a funding in the Segment tree, the shortcut menu displays the following options.
| • | Add a Funding/Distribution Cluster(s) Before (Ctrl+F) |
| • | Add a Funding/Distribution Cluster(s) After (Ctrl+Shift+F) |
When you make a selection from the shortcut menu, the Add a Funding/Distribution Cluster(s) window opens, allowing you to make funding and distribution selections, such as number of fundings, funding type, number of distributions, and distribution type.
When you click OK, the requested funding cluster or clusters are inserted either immediately before or after the selected (highlighted) cluster in the Segment tree when the sequence began. When insertion is complete, the first newly added funding in the Segment tree is highlighted, and the insertion point in the editor pane is in the first field of the highlighted funding.
Insert a New Distribution with Position Control
When you right-click a holding distribution, the shortcut menu displays the following options.
| • | Add a Funding/Distribution Cluster(s) Before (Ctrl+F) |
| • | Add a Funding/Distribution Cluster(s) After (Ctrl+Shift+F) |
| • | Add a Holding Distribution Before (Ctrl+H) |
| • | Add a Holding Distribution After (Ctrl+Shift+H) |
| • | Change Distribution Type (Ctrl+T) |
When you right-click a holding distribution, the shortcut menu displays the following options.
| • | Add a Funding/Distribution Cluster(s) Before (Ctrl+F) |
| • | Add a Funding/Distribution Cluster(s) After (Ctrl+Shift+F) |
| • | Add a User Distribution Before (Ctrl+U) |
| • | Add a User Distribution After (Ctrl+Shift+U) |
| • | Change Distribution Type (Ctrl+T) |
When you make a selection from the shortcut menu, the Add a Funding/Distribution Cluster(s) window opens, allowing you to make funding and distribution selections, such as number of fundings, funding type, number of distributions, and distribution type.
When you click OK, a distribution of the requested type is inserted either immediately before or after the selected (highlighted) distribution in the Segment tree when the sequence began. When insertion is complete, the newly added distribution in the Segment tree is highlighted, and the insertion point in the editor pane is in the first field of the highlighted distribution.
The ability to change a distribution type is only available for distributions that have no received and/or loaded/delivered dates. If you select Change Distribution Type and the distribution is a user distribution, the user distribution is removed, and a holding distribution replaces it. Likewise, if you select Change Distribution Type and the distribution is a holding distribution, the holding distribution is removed, and a user distribution replaces it. The distributed quantity and ship to values from the deleted segment will be retained.
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