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Speedbar |
  
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Speedbar |
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Most forms include a Speedbar below the Menu. Speedbar buttons usually have a menu equivalent but clicking the button is typically quicker.
AdaptAccounts data is maintained in database tables. Most of what you do involves viewing and editing tables. So most forms involve viewing and editing tables and these forms have database navigator controls on their speedbar. Many forms have more than one table but at any point in time there is a particular table and record that is currently active and the navigator controls apply to that table and record.
The navigator controls described below are also available from the Record menu which also shows the corresponding shortcut keys.
Click this button or use Record | First to move to the first record.
Click this button or use Record | Prior to move to the previous record.
Click this button or use Record | Next to move to the next record.
Click this button or use Record | Last to move to the last record.
Click this button or use Record | Insert to Insert a new record.
When the system inserts a new record it may fill in some fields with their default values. If the Edit button is disabled it means this newly inserted record has not yet been posted to the database. If the Edit button is enabled it means this newly inserted record has been posted to the database.
When you’re adding records to a table displayed in a grid and your current record is the last one in the grid it’s better to just press the [DownArrow] key. This is the same as clicking the Insert button except that your new record is inserted below the current record.
Click this button or use Record | Delete to Delete the current record.
In some cases, such as for a detail record in transaction entry, the record will be deleted immediately without prompting for confirmation. In other cases you will be prompted for confirmation. Deleting the master record for a transaction deletes the entire transaction including any detail records.
For some tables records may be deleted simply because you request it. For other tables some records may not be eligible for deletion because they are referred to from other tables or for other special reasons. When you request deletion of a record that is not eligible for deletion you are advised and the record is not deleted.
Click this button or use Record | Edit to Edit the current record.
When the Edit button is not visible it means editing is not available for the current table.
When the Edit button is visible it means editing is available for the current table.
When the Edit button is enabled (and the Post and Cancel buttons are disabled) it means you are not editing the current record.
When the Edit button is disabled (and the Post and Cancel buttons are enabled) it means you are editing the current record.
The Edit button is mainly used as an indicator since you don't usually need to click it. Forms that enable editing generally support automatic editing. This means that when you start changing an editable field the system automatically puts the current record into edit state. However, many grids prefer that you click the Edit button so that if automatic scrolling of that record within the grid occurs then it will occur before you start typing.
Click this button or use Record | Post to Post the current record.
When the Post button is enabled it means you are editing the current record.
Your changes will be saved into the database and you may resume viewing the table.
Click this button or use Record | Cancel to Cancel editing the current record.
When the Cancel button is enabled it means you are editing the current record.
If the record was newly inserted and has not yet been posted to the database then the record is discarded.
Click this button or use Record | Refresh to Refresh the current dataset.
This will show recent changes made by other users or forms.
Other buttons that may appear on the speedbar are described below.
Click this button or use Search | Find... to locate a specified value for a selected field. This button opens the Locate Field value dialog.
Click this button or use Search | Search Again to locate the next occurrence of the specified value used in the Find Button selection.
Click this button or use File | Main to switch to the AdaptAccounts main form. The main form enables you to open a new form or use its View | Active menu to switch to a different open form.
Click this button or use File | Printer Setup... to select a printer for printing your reports and listings.
Click this button or use File | Print... to open the Report dialog to print a report.
Click this button or use Options | Post Current to post the current transaction in a transaction entry form.
Click this button or use Options | Post All to post all the applicable transactions.
In an Apply form, such as when applying a Receivables or Payables transaction, click this button or use Options | Post All to post all the Apply Amounts you entered.
Click this button or use View | Filter... to open the Filter Dialog box.
Click this button or use Options | Apply... to apply the current transaction in a transaction maintenance form. This button is only enabled when that current transaction has a non-zero balance.
Click this button or use Options | Unapply... to Unapply the current transaction (e.g. undo what was previously applied) in a transaction maintenance form. This button is only enabled when something was previously applied.
Click this button or use Options | Reverse to reverse the current transaction in transaction maintenance. This reversal process first unapplies the current transaction if applicable (e.g. undoes what was previously applied) and then generates a full reversing transaction that is fully applied to that current transaction when applicable. This reversal process provides a full audit trail. This button is only enabled when the current transaction is eligible for reversal.
Click this button or use Options | Toggle Current to "toggle" the selected status of the current record (e.g. either add it to the list or delete it from the list) in a List maintenance form.
Click this button or use Options | Select All to select all active records and add them to the list in a List maintenance form.
Click this button or use Options | UnSelect All to UnSelect all active records and remove them from the list in a List maintenance form.
Click this button or use Defaults | Max to Current or double-click in the current transaction record to apply the maximum available to the current transaction in an Apply form such as when applying a Receivables or Payables transaction.
Click this button or use Defaults | Max to All to apply the maximum available to the current transaction in an Apply form such as when applying a Receivables or Payables transaction.
Click this button or use Defaults | Undo to undo all apply amounts you entered, but without exiting the Apply form.
Click this button or use Options | Cancel to undo all apply amounts you entered and close this form.