Customize a Window

There are several ways you can customize the look and feel of a specific window.

Change the sort order of the information in a grid - Any time there is information that displays in a grid, you can click on a column heading to sort the information in that window by that column. Click the column heading again if you would like the window to sort the information by ascending rather than descending order. You can also hold down SHIFT while clicking on a column heading to set up a secondary sort.

Change the order of the columns in a grid - You can change the order in which the columns display in the grid by moving the column headings. Move the mouse to a column heading, right click on the column heading and hold, and then move the mouse to the left or right to specify where the column should be placed on the grid.

Remove or add columns to a grid - You can change the columns that display in a window. For example, in the Customer window (Customer icon ), right click on the section of the window that displays the customer records. This will bring up a menu that displays all of the columns in the window (customer number, first name, last name, mailing address). Since the window also displays a child table (the Expand button next to each customer record is used to display the customer account attached to the customer record), the Accounts child table will also display on the menu. Move the cursor down to the Accounts table and another menu will display. This secondary menu will display all of the columns in the Accounts table that can display on the window (account number, system, status, D, balance, service address). Change the selection in this sub-menu to select the columns you would like to display when the Expand button next to the customer record is clicked.

There is also an option on this menu to export the information in the grid to a Microsoft Excel spreadsheet. Click here for information on exporting the information in a grid to an MS Excel spreadsheet.

Change the grouping of the information in a window - Some windows allow you to change how the information in the window is grouped and sorted. If you can change the sort order or grouping of the information in a window, there will be a section at the top of the grid that reads "Drag a column header here to group by that column." For example, the Exceptions step of the Payroll module Computer Checks process (PR> Computer Checks> Exceptions). The Exceptions step displays all of the exceptions or errors generated during the generate step. If you move the Employee Number column to the upper section of the window, the information that displays in the window will be grouped by employee number.

Change the tab order of a window - There is a Tab Order feature on windows that are used to enter a large amount of information (for example, the Edit Invoices window in the AP module Invoices process). The Tab Order feature allows users to select the order that they will enter information into the window and even which fields will display on the window. Click here for information on the Tab Order feature.

Add security on fields - The DB Security feature (SS> Maintenance> DB Security) allows you to set up fields in the database as read only or no access. Fields that are set up as read only can be viewed by users, but not modified. Fields that are set up as no access, for example, social security numbers, will not display on the window. Click here for information on DB Security.

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