Basic Introdution or Working With Forms.

Creating a record:

Within each module tasks can be performed such as creating new records. For
example, in the Accounts Receivable module customers can be added and sales
orders created.
1. Open the customer form located in the Accounts Receivable module.
(Accounts Receivable/Common Forms/Customer Details)
2. Press CTRL + N to create a new blank row in the customer form.
3. Enter the following data into the fields:
o Customer account: 4099
o Name: Wholesale Foods
o Customer group: 30

The data is automatically saved into the database after moving away from the
new record


Sorting Records:
When working with data in a form it is sometimes necessary to change the sort
order of the data to find specific information more easily. Records can be sorted
in a form using three different methods.
1. Click the header of the sorting column. Records are sorted in
descending order. Clicking the header again sorts in ascending order.
2. Right-click on a field in the column to sort. The shortcut menu
appears with the options to sort in ascending or descending order.
3. Sort records by selecting either Sort Ascending or Sort Descending
from the Edit/Sort menu in the menu bar.
o To remove the sort order, click the Remove
filer icon.

Filtering of Records:

Sorting works well when working on a small set of data. However, to work
efficiently with large amounts of data, filter the data to work with a specific
subset of information.
There are three ways to filter data in the user interface:
• Current content of a field
• Using an inquiry dialog where the criteria for the filter is specified
• Filter by grid

To remove this filter, click the Remove Filter icon on the toolbar.

Finding Records:

Use the Global Search option to search for information across selected tables.
There are three ways to start a Global Search. From the “Menu Pane:”
• Select the ‘Find…’ option on the Edit menu
• Select the Binocular icon from the toolbar

• Press Ctrl + F