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.
•Colors highlighting data fields have specific meanings:
✓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).
✓Teal box represents as field that is populated by the system which can never be changed within the currently displayed Form.
✓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.
✓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).
✓The selected Record will be highlighted in Orange .
✓The selected Field within a selected Record will be highlighted in White
✓A Detail Grid Ribbon Menu (located at the bottom of the Detail Grid) is usually provided.
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
•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
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
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.
✓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.
Invoice Form - Main Form - Ribbon Menu - Save Icon
❖Complete information about this Invoice Form is contained in the Invoices and its associated chapters