Working with Data Entry Grids
The first tab of each transaction entry form in Accounts Payable contains a detail entry grid that shows the document details in tabular format.
If there are more columns than can be displayed at one time, you can use the horizontal scroll bar at the bottom of a list to view the additional columns. You can also rearrange the order of columns, or change column widths, consistent with how you enter data.
If you need to view or edit options for a single detail, you can select a detail and open a separate form that lets you see all the fields for the selected detail.
To add details using the detail grid, do one of the following
- If a blank line is highlighted, tab to the Item Number field, then either type the item number or select it from the Finder. Enter the remaining information for the detail.
- To start a new line, press Insert or tab through the end of the last line on the grid. If you want to insert a new line in a particular location, highlight the line above the location, then press Insert.
A detail line is saved as you enter it on the detail entry grid.
To edit details using the detail grid
- Highlight the line you want to edit, then enter your changes on that line.
To delete details using the detail grid
- Highlight the line you want to delete.
- Press the Delete key on your keyboard.
- If you see a message asking you to confirm the deletion, click Yes.
To open a Detail form (F9)
In most cases, you can enter all the necessary details for a document right on the grid.
You can also view and edit all the fields for a single detail on a separate Detail form.
To open the Detail form to edit item information or to change options, highlight the detail on the grid, then either click the Detail button or press the F9 key on your keyboard.