Information Processing Forms

This Help File Page was last Modified on 02/08/2017

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Information Processing Forms

This Help File Page was last Modified on 02/08/2017

Information ("Data") is entered into MKMS through Data Entry Forms.  

Forms may contain a Title, Navigation and/or Action and Other options, a background area, data entry fields, tabs, and Icons used within that Form to access special functions or processes associated with the Form.

These Forms - accessed by selecting the appropriate Menu option - accept information related to a specific topic or function, or perform a special process once the required data is entered.  

Many Forms have subordinate Forms or a Grid based List to gather and/or display details associated with the main Form.  

As an example, a Sales Invoice Form (see the illustrations below) would contain an Invoice Number, Billing and Service address, Salesman, Sale Date and Date Due (among other items).  

But its subordinate Detail Grid would contain (entered one at a time) each item sold, the quantity sold, its description, if and how it is taxed, etc.

As you enter each detail line item in a subordinate Detail Grid, the master Sales Form is automatically updated with the totals for all the (Detail) line items that were entered.  

 

Field Border coloring:

When the most Forms are being viewed:

The Data within Fields that are boxed in Blue are inserted and/or calculated automatically by the system and cannot be changed by the user on the Invoice Form.  

Fields boxed in Red must be filled in before the Invoice will be accepted.

 

HelpFilesSalesFormInvoiceHeaderSectionNoCommission

 

Colors highlighting data fields have specific meanings:

 

HelpFilesTealHighlightedField

 

Teal boxed field - This type of boxed field is populated by the system, and once a value is entered, it cannot be changed on that Form (in a few cases the entry may be changed by making changes elsewhere within the program).

 

HelpFilesField-TealBox

Teal box represents as field that is populated by the system which can never be changed within the currently displayed Form.

 

HelpFilesField-RedBox

Red box indicates a field that must be completed before the record may be saved and may also contain a Drop-Down Selection List option.

 

HelpFilesField-GreyBox

 

Dark Grey box indicates an optional entry that is available, and may be populated based on the specific circumstances, but is not required (or the field is a system calculated field that changes based on other entries which you do have control over).

 

HelpFilesGrid-GreyInformation

 

The selected Record will be highlighted in  Orange .

The selected Field within a selected Record will be highlighted in White

 

HelpFilesGrid-WhiteSelectedInformation

 

A Detail Grid Ribbon Menu (located at the bottom of the Detail Grid) is usually provided.

 

HelpFilesInvoiceFormDetailGridRibbonMenu

Invoice Form - Detail Grid - Ribbon Menu

 

Subordinate Forms and Detail Grids will usually update the summary/totals values on the master Form, when appropriate

 

Using the Invoice Form as an Example

 

HelpFileSalesForm

 

The Invoice Form shown above exhibits some of these features:

In the example above, the master Form (a Sales Invoice) may have any number of Detail Line Items.

In this case, the Sale is started by Clicking on the Plus Sign (Insert) at the top of the Form which indicates you want to Insert ("+") a new Invoice.  

A new Invoice Number, today's date (as the Sale Date) and other related information is automatically entered into the main Form.  

 

Click the Insert Icon on the Detail Grid's Ribbon Menu (located at the bottom of the Detail Grid) to start a new Detail Line Item

 

HelpFilesInvoiceFormDetailGridRibbonMenu

Invoice Form - Detail Grid - Ribbon Menu

 

You would complete the Sale Item, its Description, and Price for each Detail Line Item by entering the requested information in the Detail Grid.

When using a Drop-Down Selection Box to Choose the appropriate entry by Selecting the Code or Description of the item.

The Department, Lcl Tax and Lcl %, etc., are optional and are entered only as needed.

oEdit Mode: Inplace Editing - If the Activate/De-Activate Edit Form option is inactive the Status Bar will display the  Edit More: Inplace Editing   message and the data is entered within the Detail Grid of that Detail Line Item

 

HelpFilesInplaceEditing

oEdit Mode: Edit Form - If the Activate/De-Activate Edit Form option is activated the Status Bar will display the   Edit Mode: Edit Form  message and that Detail Line Item Data Entry Form is presented.

 

HelpFilesEditForm

 

Click the Save Icon on the Detail Grid's Ribbon Menu (or Press Control + S) to save the Detail Line Item.

Press the Down-Arrow on your keyboard to start a another (new) Detail Line Item.

 

Once all of the required Detail Line Items are entered,

Click the Save Icon at the top of the Form to indicate you are finished making entries to this Invoice.  

 

HelpFilesNavigationBarSaveIcon

Invoice Form - Main Form - Ribbon Menu - Save Icon

 

Complete information about this Invoice Form is contained in the Invoices and its associated chapters