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

Display Deleted

Selected, deleted documents are shown in History.

Clear, (default) deleted documents are not shown.

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, Shipment, Invoice Only, Receipt Only.

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)

For purchase orders, marks them as processed and moves them to history.

Customise Toolbar

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