A number of features are common to most Data Entry Forms.
Tabs
Most forms have Header and Item tabs. Other forms, such as the Sales and Invoice forms have other tabs. Once a form has been opened, the tabs appear at the top of the form, somewhat resembling the tabs of a file folder. You can change the tab you are working on by simply clicking the tab you wish to view.
Header Tabs
Header tabs include fields for date and time. Most Date fields include calendars which are accessed by clicking the calendar icon at the right of the date field. Time fields can also be changed on forms. The Header tab also provides a Personnel field for the name of the person filling out the form and an area to type in any Comments that may be necessary. The Comments box may contain important information about where the document originated. For example, if a Shopping List form is generated from a Profit Center Reorder Report it will be noted in the Comments of the form header.
Items Tabs
The appearance of the Item tabs can vary depending on what form is being used. All forms allow you to add, edit or delete item data as you go through the list.
The Item Name appears at the left of the detail. Unit and other item information can be modified by selecting the item on the form detail. This action opens the Edit window. The Edit window allows you to enter any necessary information for the item. All data entry on a form is done in the Edit window. Once the information in the Edit window is complete, pressing the Update button will place the necessary information on the form detail.
Navigating Through Lists of Items
The form detail displays fifteen items on each page. To access the next or previous group of 25 items, locate the double-arrow icon listed on the bottom right side of the form detail - >> Items 1 - 15 of 73. The sequence of items that is currently on the page will be described and is refreshed as you move through the form.
Insert an Item
An item can be inserted on a form via the Insert feature. The feature is available for use on the left side of a form. It can also be accessed by pressing the Insert button on the Edit window. The feature allows you to search the database for existing items. Once you find the item you may select it from the list and add it to the form.
Removing an Item
The Remove button on the Edit window allows you to delete the current item from the form.
Adding a New Item to the Database
A new item can be added to the database from a data entry form. The Add New button is located on the Insert box and can be accessed by clicking on the Insert button on the Edit window.
Form Functions
Close button - This button will take you back to the form selection page.
Save - This button will save the form in its current state without exiting it. Save is useful for longer forms when periodic saving would help avert problems in the event of a power failure.
Pause - This button saves any changes to the form, puts the form in a "paused" state and takes you back to the form selection page. Data on a paused form must be completed before it can be made available for reporting purposes. Paused forms do not affect on-hand levels or current costs.
Complete - This button saves any changes, completes the form and takes you back to the form selection page. This is the primary method for saving and exiting a finished form. Only then is a form submitted to the system for processing on-hand quantities and updating costs.
Print - This button will print the selected form and make it available to view on the screen.
Print When Completed - A secondary print option is available when completing a form. It is located on the "Complete 2 of 2" page. If this option is selected when a form is completed, the form will be saved and closed and the form will be printed to screen.