Application Wide

Tab Order Overview

 

Summary

 

Some windows in the application allow you to customize the order in which fields display in the window. This allows you to remove fields that you don’t use and set the order that information will be entered. For example, if the invoice number is the first piece of information you would like to add to an invoice line item and you do not use product codes, you can move the Invoice Number field to the top of the window and remove the Product Code field from the Invoice Items window.

 

Changes to the tab order will only affect how the window displays for the user account you are logged into. Changing the tab order of a window will not affect any other Cirrus application users. If multiple Cirrus users should be assigned the same tab order settings, use the Assign Tab Settings tool (SS> Utilities> Assign Tab Settings). Click here for information on the Assign Tab Settings tool.

 

Step by Step

 

1     Enable the tab order view.

 

  • The Tab Order button will only display on windows that allow you to adjust the tab order and fields. These include:
    • New/Edit Invoice window (AP> Invoices> Invoices> CREATE INVOICE or EDIT)
    • Invoice Item window (AP> Invoices> Invoices> CREATE INVOICE or EDIT> CREATE INVOICE ITEM)
    • Journal Entry Line Item window (GL> Journal Entries> Journal Entries> ADD> ADD)
    • New/Edit Purchase Orders window (PO> Purchase Orders> Purchase Orders> ADD or EDIT)
    • Purchase Order Line Item window (PO> Purchase Orders> Purchase Orders> ADD/EDIT> ADD or select)
    • New/Edit Change Orders widow (PO> Change Orders> Change Orders> ADD or EDIT)
    • Change Order Line Item window (PO> Change> Change Orders> ADD/EDIT> ADD or select)
    • Edit Requisitions window (PO> Requisitions> Requisitions> EDIT)
    • Edit Requisition Line Item window (PO> Requisitions> Requisitions> EDIT> ADD)
    • Quick Time Entry Maintenance widow (PR> Timesheet Administration> Quick Time Entry> CREATE or EDIT QUICK TIME ENTRY)
  • The display of the window will change when you click the Tab Order button .

 

2     Select the fields that should display in the window.

 

  • The Column Count field is used to specify how many columns the fields will be organized into. Use the up and down buttons to change the number of columns.
  • The Hide button will display next to each field in the window.
    • If the Hide button is disabled and cannot be selected, the field is a required field and must be included in the sort order. For example, GL accounts must be entered on Invoice line items, so the GL account field is a required field that must be included in the sort order.
    • If the Hide button can be selected, the field is optional. If you do not include an optional field in the tab order, the field will be removed from the window. For example, if you do not enter discount amounts on invoice line items, you can remove the field from the window and exclude it from the tab order by clicking the Hide button next to the Discount Amount field. When the button is clicked, the field will disappear.
    • When you save the tab order and reopen the Invoice Items window, the Discount Amount field will not display.
  • Click on dotted area to the left of each field to drag-and-drop the fields in the order you would like them to display in the window. For example, if you would like to enter the GL account number first, drag the GL account number to the top-left position.
    • Required fields will display the dotted area in red but can still be moved to any location in the window.
  • Once you have selected and organized all of the fields you would like to display in the window, click the Save button .
  • If you made a mistake while setting the tab order, click the Reset button . This will restore the default fields and field order in the window.
  • Click the Cancel button if you would like to return to the window without saving the current tab order.