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General Maintenance Menu System02/08/201706/27/2016

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General Maintenance Menu System02/08/201706/27/2016

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General Maintenance Menu System02/08/201706/27/2016

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The General Maintenance Menu - available from within the Backstage Menu System and the Quick Access Menu and once opened is titled Maintenance - is used to access the Form's where the required codes and descriptions (and other data) are defined during the Start Up Process for a new module.

 

HelpFilesGeneralMaintenanceMenuYellowFilter

General Maintenance Menu System

 

Filter - There several dozens of Menu options within the General Maintenance Menu where start-up entries are made.

When the Filter field is available (identified with an arrow above and highlighted in Yellow - only in the illustration), you may:

a.Type in any Menu option's (partial and/or complete) Name

b.The Menu options matching the Filter Entry (having any of the letters entered) will be displayed - those that do not have letters that match will disappear.

c.Click on the desired Menu option for immediate access to that Form.

 

Remove the Filter entry to restore the complete list of Menu options.

 

General Maintenance Menu options and features:

Each Module has its own set of start up data entry requirements.

 

HelpFilesGeneralMaintenanceMenuModuleAndFormNames

 

The Name of each Module is listed (e.g., Receivables, Payables, Communication) along with the individual Form Names associated with that Module's start up requirements.

 

HelpFilesGeneralMaintenanceMenuModuleAndFormNamesWithFormDataAndTabs

 

Click the Form Name to open that Form in the section to the right of the Maintenance Menu options.

As illustrated above, multiple Forms may be open at the same time with each Form Name appearing in its own Tab

Switch from one Form to another by Clicking on its Tab.

 

Click the Close HelpFilesGeneralMaintenanceFormCloseBox box to Close any Form.

 

Click the Close HelpFilesCloseBox box of the General Maintenance Menu to exit General Maintenance.

 

Maintenance Form's Ribbon Menu:

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

 

Most Maintenance Forms on the General Maintenance Menu have their own type of Ribbon Menu containing basic Navigation plus the usual Insert, Delete, Cancel, Save and Search Icons and a Grid option

 

HelpFilesGeneralMaintenanceMenu-Receivables-TaxRatesForm

 

When displayed in its List format,specialized Icons for Exporting and Printing the contents of the Maintenance Form's Grid Data are included.

 

HelpFilesGeneralMaintenanceMenu-Receivables-TaxRatesFormGrid