Selections

Period Selection

Select the period for documents to display:

• Period - Select a single period in the From selection.
• Year - Displays documents for the current year.
• All Periods - All document are displayed.
• Range of Periods - Select the From and To periods to display a range.

Document

Select the type of documents to display from :

• All Documents
• Order
• Quotation Request
• Standing Order
• Shipment
• Invoice Only
• Receipt Only

Current / History

Select the status of documents to display from:

• Current
• History
• Both Current and History

Document toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Insert (F4)

Insert a document. Select the type of document to insert, from Purchase Order, Quotation Request, Standing Order.

Delete (F3)

Delete the document.

Open Details (F12)

Open the document. You can also double-click a document line to open the document.

Print (Ctrl+P)

Print a report of the documents displayed in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Refresh (F5)

Refresh changes other users may have made.

Calculate Totals / Clear Totals
(Alt+=)

Toggle on/off total calculation for the list fields where Total is selected in grid customisation.

Mark Processed (Ctrl+M)

Mark the selected document as processed.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.