10 Global List - Revision history

Simon Clive at 03:13, 12 August 2011

2011-08-12T03:13:21Z

Simon Clive at 00:18, 12 August 2011

2011-08-12T00:18:41Z

Simon Clive at 06:59, 11 August 2011

2011-08-11T06:59:44Z

Simon Clive at 06:44, 11 August 2011

2011-08-11T06:44:41Z

Simon Clive: Created page with "Global List What does the Global List Display? The Global List displays a record of all entities (Contacts, Customers, Employees, Other Contact's and Suppliers), entered into ..."

2011-06-29T00:32:23Z

Created page with "Global List What does the Global List Display? The Global List displays a record of all entities (Contacts, Customers, Employees, Other Contact's and Suppliers), entered into ..."

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Global List

What does the Global List Display?

The Global List displays a record of all entities (Contacts, Customers, Employees, Other Contact's and Suppliers), entered into
your ERP database, all within the one easy to access list. Every entry has a reference number called a Global Ref. This
number is a combination of the site code of the data entry point, and the next sequential number for the type of contact. Global
Reference numbers are unique within the entity type but different entities (eg. Customer and employee) can have identical Global
Reference numbers.

How To view the Global List

Select the General tab
Select the Global List button

By double-clicking (Drilling Down) on an entry and ERP will load the relevant Card, e.g. Employee card for Admin. From here you
can amend or view records as required.

The Global List has search capability ( see f5, f6, f7 searching)
The Global List allows the user to filter by selected criteria (see sorting and filtering)

Select the Active Only radio button to view the Active List.
Select the Inactive Only radio button to view the Inactive List.
Selecting the All radio button would display both Active and Inactive entries.

Select the New Customer, New Supplier, or New Contact button to create a new entry for any of these Contact Types.
Selecting the New Customer button will load the Customer Card ready for data entry.
Select the New Supplier button will load the Supplier Card ready for data entry.
Select the New Contact button will load the Other Contact Card ready for data entry.

@@ Line 8: / Line 8: @@
 *Double Clicking - '''Drilling Down''' on an entry in ERP will load the relevant '''Card''', '''e.g.''' '''Employee''' card for. From here you can amend or view records as required.
 *The '''Global List''' has full '''F5,F6''' &amp; '''F7''' search capability
 *The '''Global List''' allows the user to '''Filter''' by selected criteria. <br>
 *Select the '''Active Only''' radio button to view the '''Active List'''.
 *Select the '''Inactive Only''' radio button to view the '''Inactive List'''.

@@ Line 5: / Line 5: @@
 The '''Global List''' displays a record of all entities '''Contacts''', '''Customers''', '''Employees''', '''Other Contact's''' and '''Suppliers''', entered into your '''ERP Database''', all within the one easy to access list. Every entry has a reference number called a '''Global Ref'''. This number is a combination of the '''Site Code''' and the '''Data Entry Point''', and the next '''Sequential Number''' for the type of contact. '''Global Reference Numbers''' are unique within the entity type but different entities '''eg.''' '''Customer''' and '''Employee''' can have identical '''Global Reference Numbers.'''
-To view the '''Global List''' select the '''General''' module then the '''Global List''' button
+*To view the '''Global List''' select the '''General''' module then the '''Global List''' button
+*Double Clicking - '''Drilling Down''' on an entry in ERP will load the relevant '''Card''', '''e.g.''' '''Employee''' card for. From here you can amend or view records as required.
-By double-clicking (Drilling Down) on an entry ERP will load the relevant Card, e.g. Employee card for Admin. From here you can amend or view records as required.
+*The '''Global List''' has full '''F5,F6''' &amp; '''F7''' search capability
+*The '''Global List''' allows the user to '''Filter''' by selected criteria. <br>
-The '''Global List''' has full '''F5,F6''' &amp; '''F7''' search capability
+*Select the '''Active Only''' radio button to view the '''Active List'''.
+*Select the '''Inactive Only''' radio button to view the '''Inactive List'''.
-The Global List allows the user to filter by selected criteria (see sorting and filtering)
+*Selecting the '''All''' radio button would display both '''Active''' and '''Inactive''' entries.
+*Select the '''New Customer''', '''New Supplier''', or '''New Contact''' button to create a new entry for any of these '''Contact Types'''. Selecting the '''New Customer''' button will load the '''Customer Card '''ready for data entry.
-Select the Active Only radio button to view the Active List. Select the Inactive Only radio button to view the Inactive List. Selecting the All radio button would display both Active and Inactive entries.
+*Select the '''New Supplier''' button will load the '''Supplier Card''' ready for data entry.
+*Select the '''New Contact''' button will load the Other Contact Card ready for data entry.
 Select the New Customer, New Supplier, or New Contact button to create a new entry for any of these Contact Types. Selecting the New Customer button will load the Customer Card ready for data entry. Select the New Supplier button will load the Supplier Card ready for data entry. Select the New Contact button will load the Other Contact Card ready for data entry.

@@ Line 1: / Line 1: @@
 '''Global List'''
 What does the '''Global List''' Display?
 The '''Global List''' displays a record of all entities '''Contacts''', '''Customers''', '''Employees''', '''Other Contact's''' and '''Suppliers''', entered into your '''ERP Database''', all within the one easy to access list. Every entry has a reference number called a '''Global Ref'''. This number is a combination of the '''Site Code''' and the '''Data Entry Point''', and the next '''Sequential Number''' for the type of contact. '''Global Reference Numbers''' are unique within the entity type but different entities '''eg.''' '''Customer''' and '''Employee''' can have identical '''Global Reference Numbers.'''
 To view the '''Global List''' select the '''General''' module then the '''Global List''' button
@@ Line 9: / Line 9: @@
 By double-clicking (Drilling Down) on an entry ERP will load the relevant Card, e.g. Employee card for Admin. From here you can amend or view records as required.
-The Global List has full F5,F6 &amp; F7 search capability
+The '''Global List''' has full '''F5,F6''' &amp; '''F7''' search capability
 The Global List allows the user to filter by selected criteria (see sorting and filtering)