Working With Detail Views

On Detail views the most summary information is :

At the top of the screen. The level of detail increases down the page and from left to right at the same level on the page. There is a transition from Summary to Detailed Data down the screen
On tabs more to the left of the screen. There is a transition from Summary to Detailed Data across the tabs
As a result of the way summary data is displayed, transaction totals are shown at the top of the screen instead of under the transaction lines

Full Screen button

The full screen button allows you to open the detail view shown on the right of a list on a new tab.

Customising screen layouts

Common Buttons

Button Scope

Buttons on the top of the screen relate to the current detail view.
Buttons shown above lists on a detail view only relate to the items in the list.

Pull down arrow under buttons

Buttons like show in report or new have a default but can be overridden by the pull down arrow below the button.
Shows more options. For example the arrow under the new button shows all the types of new records available. So you don't have to pull up a purchase order list just to add a purchase order. You can new from anywhere.

Hiding the Navigation Panel

We advise that you hide but do not close the navigation panel. If you do close the navigation panel. Go to panels on the views tab at the top of the window. Select Navigation Panel then select visible to display the navigation panel again.

Show in Report

Save

Save and Close

New

The scope of the new button depends on the tab and even list within a tab that is currently highlighted. Create a new record in the currently highlighted tab. New from the top of the screen creates a new item for the main thing displayed in the current tab. For example a new order or a new product. New from above a list of details inside a tab creates a new item in the detail level list. For example new above the product supplier list inside products creates a new product supplier.

Delete

Deletes the currently highlighted data. Take care when clicking delete from the top menu bar. That will delete all data on a top level item such as a sale order.

Finalise

For transactions that have more than one step, such as sales orders, complete the highlighted step. For example on a sale order you may have a shipment highlighted. Finalise will post the shipment but will not invoice it. As invoicing is a later step in the workflow of sales order, sales shipment and sales invoice.

Complete

For transactions that have more than one step, such as sales orders, complete all the steps. For example on a sale order create a shipment and invoice it.

Show in Report

Print a report from the currently selected item/s. For example to print a shipment highlight a sales order, click on show in report then select the picking slip report.

Full Text Search

Search on all of the text related to the current item. For example on a product search the product code, product name etc. for a specified set of words anywhere in the text.

Full Screen

Expand the current detail view shown next to a list to show on its own tab. This uses more of the screen to show the details instead of the detail view only having the space to the right of a list.

Copy Button

Copies most but not all fields from the selected item. We deliberately skip some fields such as stock on hand for products.

Show Related

Show objects linked to the current highlighted item. From a purchase order line show the related product.