1.2. Windows

• Grid Toggle (Alt+O) - toggle between list view and detail view;

• New Record (Alt+N) - create a new record;

• Copy (Alt+C) - create a copy of an existing record;

• Delete Record (Alt+D) - delete a record;

• Save (Alt+S) - save the record;

• Cancel (Al+U) - undo all the changes made on a record;

• Refresh (Alt+Q) - update the information displayed in the window;

• Find / (Alt+L) - filter the records displayed on the window. The small magnifier icon suggests a filter has been applied to the record list. Details in Search Function;

• Attachment / (Alt+T) - attach a file. The button is highlighted when there is at least one document attached;

• Report (Alt+R) - generate a "list" report based on the records in the window;

• Print (Alt+P) - generate a "document" report based on the selected record;

• First Record (Alt+Page Up) - jump to the first record. Disabled when the first record in the list is selected;

• Previous Record (Alt+Up Arrow) - jump to the previous record. Disabled when the first record in the list is selected;

• Next Record (Alt+Down Arrow) - jump to the next record. Disabled when the last record in the list is selected;

• Last Record (Alt+Page Down) - jump to the last record. Disabled when the last record in the list is selected;

• Lock Record / - allows the User to restrict the access to a specific record. Details in Personal Lock;

• Zoom Across (Alt+Z) - allows fast access to associated records (e.g. invoice -> receipt, receipt - invoice match);

• Active Workflows (Alt+W) - displays the corresponding document workflow. Details in Workflows;

• Check Requests (Alt+A) - check a request status or create a request regarding a specific record;

• Collapse All - Summarize records, hide details;

• Expand All - Display record with full details;

• Grid Search - Search function used to search for records in a windows using predefined criteria, as following:

  • implicit - (for any window, the setting will be applied for the whole system!) the search can be made on the following fields: code, name, document number, description, fields marked as identifier and fields marked with "selection column";

    • exception - columns that contain a calendar date or a boolean data type(Yes/No).

  • additional - additional filtering fields for each individual window(this setting can be applied differently for each Tenant). The configuration can be made in "Windows, Tabs and Fields" window by selecting the desired Tab (usually the document header) then using the "Search (grid)" under-tab. The additional grid-searching columns can be added (other than the implicit ones):

    • Alphanumerical columns,

    • Virtual columns

    • v17.07 - only for consumer/supplier orders, notices/receptions, consumer/supplier invoices, receipts/payments the folowing search fields had been added:

      • Delivery/billing business partner contact

      • Delivery/billing business partner phone contact

      • Delivery/billing business partner email contact

      • Delivery/billing business partner CUI (TaxID)

• Customization - opens the following sub-menu:

  • Save Customizatios, Delete Customizations - save and respectively, deletes all the customizations made on the window. Only saved customizations will be available in the future;

  • Edit Hilites - allows you to define highlighting rules for record values, when using grid view;

  • Back - allows you to navigate from secondary tab (lines) back to the primary tab (header);

Notes:

• Starting with 15.09, when attempting to delete a record that is still in use, the system will return a detailed error which includes the column and table where the record is used;

  • e.g. when deleting a "Marketing Campaign" that is used on invoices the error message displayed will be: "Couldn't delete this record. It exists records addicted to this entry in the table Invoice";

Find