Edit Views

Info

An edit view is the screen where you capture data, for example, a transaction, service ticket or contact.

Example: Customer and Supplier Transactions

Sections	Descriptions
Caption	The name of the form (Edit View) at the top with an arrow to navigate back to the List View.
Buttons	Menu buttons with options and actions for the report. Menu buttons may include options to view how the transaction is posted in the ledger or how the transaction affects inventory.
Warning	A warning bar (e.g. if something is not filled in correctly).
Header	Dropdown lists with information relating to the transaction (e.g. customer or supplier names, categories, order numbers).
Columns	The actual transaction (e.g. Item, Quantity, Price). Usually, the first column is a *Field Chooser () from which columns can be added or removed. Usually, the last column includes additional actions, which are also on the right-click context menu. Columns can be resized by dragging the line next to the caption. Columns include a Small Filter Icon** (small funnel icon) to filter the contents in the column. A blue caption indicates an editable field. A black caption indicates a field that is calculated or completed automatically.
Rows	Most rows include a context menu with shortcuts to various functions. To open the context menu, right-click any field in the row or left-click the last column.

Button	Description
Find No.	Displays the transaction that has the number entered in the Find No. field.
Arrows	Navigates between the records or transactions.
Recent	Lists the recent transactions.
Output	Prints, previews or emails the output if Output Templates are set up for the module.
Links	Provides clickable links to any linked documents. A linked document is one that the current transaction was copied from or copied to, or service tickets that are linked to the transaction.
Save	Saves any changes and recalculates the totals (all the columns with black captions).
Actions	The actions available for that transaction (e.g. copying options or batch updates).
Menu	The menu options change depending on what is being edited. It includes all the settings that apply to that Transaction Type or record. View/Edit Notes & Attachments: Lets you create, view or edit notes and attachments. Layout

The Back button returns you to the list from which you opened the transaction.
The description of the Transaction Type (for information only).
Main Buttons and Filters for the module.
Header, including the colour-coded Status bar that must be completed for the transaction.
Field Chooser (*) column from which columns can be added or removed.
Captions for the columns. Column headings can be right-clicked to display a context menu for grouping and filtering options. Blue captions indicate that the field is editable.
Buttons to add Items to the transaction. Transaction entries consist of items which can be custom (you enter the information) or pre-created. Buttons are greyed out when the transaction can no longer be edited (that is, the option selected for the status that the transaction is in does not allow editing).
Left-click the three dots (…) in the last column, or right-click anywhere on the row, to open the context menu. The entries on the context menu differ per transaction.