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General Maintenance Menu System

This Help File Page was last Modified on 09/28/2023

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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