Difference between revisions of "10 Global List"
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Simon Clive (Talk | contribs) |
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| − | '''Global List''' | + | '''Global List''' |
What does the '''Global List''' Display? | 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.''' | + | 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 | ||
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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. | 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 & F7 search capability | + | The '''Global List''' has full '''F5,F6''' & '''F7''' search capability |
The Global List allows the user to filter by selected criteria (see sorting and filtering) | The Global List allows the user to filter by selected criteria (see sorting and filtering) | ||
Revision as of 17:59, 11 August 2011
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
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 & F7 search capability
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.
