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Software
Solutions for today's
business
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 Add, Change, &
Delete
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The
Add,
Change, and
Delete functions
are consistent within any operating system but keyboard shortcuts may be
customized to your preferences. Verify your keyboard equivalents for your exact
shortcut by pulling down the Records menu
column, underneath the window title
bar.
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Add a record
Choosing a menu
selection displays an input window, but
disabled.
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If any data exists in the
file, the first record is displayed
automatically.
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This allows the
operator to immediately review the records using any of
the shortcuts that are enabled.
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Select the
“Add
record” shortcut
to activate the entry window and add a new
record.
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Change (Edit) a record
As with Add,
a menu selection displays an input window, but
disabled.
Find the record you
want to change then use the "Edit"
shortcut.
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When the first
record is displayed, the “
Locate record
, ”
“
Next record
, ” “
Last record
, ”
“
Prior record
, ”
or “
First record
” shortcuts are
enabled.
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Use any
combination that works best to display a particular record
in the entry window.
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The most frequently used shortcut is "
Locate record."
It offers the most options for searching and is most efficient.
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Then
choose the "Edit record" shortcut to enable and edit the record
displayed.
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Delete a
record
There are two basic options for deleting a
record.
Deleting a
master record is different than deleting a single line on a purchase
order.
Deleting a
single line of a transaction record allows you to un-delete it,
too.
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To
delete an entire
transaction, order, or master
record, display the record to be deleted using any available
shortcut, use the “ Edit ” shortcut to enable
the record, then use the “
Delete record
” shortcut to
remove it completely.
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The
optional delete confirmation prompt is defined as part of the Master
Security.
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D
eleting
a single line of a multiple line type entry (journal,
transaction, sales order, etc.), is quite
different.
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Mark/block (don’t select) the line from the
List selection
(usually the second
displayed) window and use
the “
Delete entry
” shortcut from
the General Menu column.
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The line sequence record remains in the file and displayed in the
window but is marked as deleted by the “x ” to the right of the sequence
number.
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Repeat this procedure to ‘undelete’ any sequence
number.
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