Data Entry Tools and Shortcuts

Sage 300 ERP

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Data Entry Tools and Shortcuts

Use these tools and shortcuts to speed up data entry in Sage 300 ERP.

Note: We are updating the visual design of Sage 300 ERP. Some screens, but not all, include redesigned buttons, as shown below.

Data Entry Tools and Shortcuts
Tool	Shortcut Key	Description
Drilldown	n/a	The Drilldown button appears beside some data entry fields and in some column headings in transaction detail entry tables. Click it to view details of the record or transaction in the corresponding field. More... You can "drill down" both within Sage 300 ERP programs and between separate programs. For example, you can drill down: From General Ledger transactions to original transaction entries. From Accounts Receivable to Order Entry. From Accounts Payable to Purchase Orders. From one transaction to an originating transaction (such as from a credit note to the invoice) within a program.
Finder	F5	The Finder appears in some data entry fields, and in some table headings in transaction entry screens. Click it when you want to look up records you can select for a field. More... Use the Finder to search lists of codes maintained in or used by Sage 300 ERP programs (such as document numbers, terms codes, and account set codes). You can use menu commands in the Finder to help you search, as follows: On the Settings menu, select Color options to highlight a field using color for the text or for the background. On the Settings menu, select Field Name as Column Heading to use field descriptions or internal field names as column headings. On the Settings menu, use Columns options to specify columns that appear in the table. On the Global Settings menu, select the Go to Filter First option if you want the Finder to display the same filter settings you specified on the Find By list the next time you search this type of record. You can also use the Auto Search option to locate a record quickly in a long list. To do this, select Auto Search and the criteria by which you want to search, and then begin typing the characters that start or are contained in the field you are searching on. Note: Records that appear in the Finder are restricted by any selection criteria you apply to this field. If you cannot find the record you are looking for with the Finder or the navigation buttons, check the Finder to see whether any criteria are being used to limit the selection. If necessary, remove the selection criteria. (For more information, see Setting Finder Criteria) Tip: For additional instructions on using the Finder to select records, press F1 when the Finder screen appears.
Go	F7	The Go button appears on screens where you must enter information (such as filter criteria) before viewing records that match the information you enter. More... For example, on some Statistics and Inquiries screens, you must select a range of years and periods and specify an item number or vendor number before you can view statistics. (If you use multicurrency accounting, you must also specify a currency.) After specifying this information, you click the Go button or press F7 to view statistics.
Navigation	n/a	Click the Previous and Next buttons to navigate through a list of existing records, or click the First and Last buttons to navigate to the first and last records. More... Note: If you clicked the Set Criteria button on the Finder screen and specified criteria, only records that match the criteria you specified will appear when you use the navigation buttons. If a record does not appear, click the Finder and check to see whether you have specified criteria that prevent the record from appearing.
New	n/a	Click the New button or select New from a menu to begin creating a new record.
Zoom	F9	Click the Zoom button or press the F9 key to view or enter supplementary information for a transaction detail or for a field. More... In any detail entry table, you can select a detail line and press F9 to open a screen that displays all the fields for a single detail, including additional tax-related fields that do not appear on the detail table. You can edit existing details, and even add new details for the document. Beside any field that displays a Zoom button, you can click the button ( or select the field and then press F9) to open a separate screen where you can view and enter supplementary information specific to that field. Note: If another Zoom button appears on the detail screen, you can click it or press Shift+F9 to open the new detail screen. (If you simply press F9 again, the first detail screen closes.) This function is referred to as "Detail Zoom." To close the second detail screen, press Shift+F9 again. After viewing or editing the information in the detail screen, you can press F9 to close the screen.
Add/Save	n/a	Click this button to save the displayed record, account, batch, or transaction. If you have just entered a new record, the Add button appears instead of Save.
Cancel	n/a	Use this command to cancel the changes you have made and to return the record to the way it was when you selected it.
Close	n/a	Click the Close button to close the current screen. If you are editing a record, the program asks you whether you want to save your changes or cancel them.
Delete	n/a	Use this command to delete the displayed record, account, batch, or transaction. If you cannot delete a record, you see a warning message that explains why you cannot delete it. You can delete a batch at any time (using the Batch List screen for the type of batch), but you cannot reuse the batch number.