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Working with Detail Entry Tables

Rearranging Columns

Data Entry Tools, Shortcuts, and Guidelines

Sage 300 Payroll data entry windows contain many aids to data entry which you can activate by selecting from a menu command, pressing a function key on your keyboard, or clicking an icon.

Using the Keyboard to Move Between tabs on a Window

To use the keyboard to move from one tab to another, press the Alt key on the keyboard and the letter that is underlined on the tab's name. For example, on the Payroll Employees window, you can move to the Pay tab by pressing the Alt and Y keys on the keyboard.

Data Entry Tools and Shortcuts

Tool Shortcut Key Description
Help Image of the Help button. F1

The context-sensitive Help Image of the Help button. button displays in-product Help for the open page or window. This button is displayed on most windows in Sage 300 Payroll.
Drilldown Drilldown button n/a The Drilldown Drilldown button button displays beside some data fields and in some column headings in transaction detail entry tables. Click it to view the details of the record or transaction in the corresponding field.  

Finder Finder button

F5

The Finder Finder button button displays in some data entry fields and in some table headings in transaction entry windows. Click it when you want to look up records to select for a field.

Use the Finder to search lists of codes maintained in or used the program (such as taxes, employees, and paychecks).

Go Go button

F7

The Go Go button button displays on windows where you must enter information (such as filter criteria) before viewing records that match the information you enter.

For example, on some report windows you must select a range of years or periods before you can view the report. After specifying this information, click the Go button or press F7 to view.

Calendar Calendar button

n/a

The Calendar Calendar button button displays next to some date fields. Clicking this button opens a calendar, which gives you the option to select a date instead of typing the date in the field.

Navigation navigation buttons

n/a

Click the Previous and Next buttons to navigate through a list of existing records, or click the First and Last buttons to navigate to the first and last records.

If you the Set Criteria button on the Finder window and specified criteria, only records that match the criteria you specified will display when you use the navigation buttons. If you can't find what you're looking for, click the Finder button to see whether you have specified criteria that prevents the record from displaying.

New New button

n/a

Click the New New button button or select New from a menu to create a new record.

Zoom Zoom button

F9

Click the Zoom Zoom button button or press the F9 key to view or enter supplementary information for a transaction detail or for a field.

Beside any field that displays a Zoom button, you can click the button ( or select the field and then press F9) to open a separate window where you can view and enter supplementary information specific to that field.

After viewing or editing the information in the detail window, you can press F9 to close the window.
Detail Zoom Shift + F9 If another Zoom button displays on the detail window, you can click it or press Shift+F9 to open the new detail window. (If you simply press F9 again, the first detail window closes.) This function is referred to as "Detail Zoom." To close the second detail window, press Shift+F9 again.  

Other Guidelines for Data Entry

Clicking the Browse button on applicable windows will display a dialog box that allows you to search drives and directories for the file you want.

You can change the order in which columns display on many Sage 300 Payroll windows.

For example, you can change the order of timecard data entry columns to match the field order of the source document from which you are entering data.

To move a column

  • Point at the column heading.
  • Hold down the left mouse button.
  • Drag the column to its new location.
  • Release the button.

To restore your original settings

  • From the Sage 300 Payroll Desktop menu bar, select the icon for the window you changed, then click Object > Restore Defaults > All Other Settings. The columns will be in the original order the next time you open the window.
  • Within the window you changed and wish to restore, right-click on the column heading and select Restore Defaults. The columns will immediately return to the original order.

Double-click on the division between columns to resize the left column to its minimum size based on the contained data.

To change the width of columns

  1. Position the mouse cursor on the vertical line separating a column heading from the next heading to the right. (The cursor changes into a double-arrow vertical line.)

  2. Drag the column to the right (to make the column wider) or to the left (to make it narrower).

  3. When you reach the width you want, release the mouse button.

To restore your original settings

Within the window you changed and wish to restore, right-click on the column heading and select Restore Defaults. The columns will immediately return to the original order.

To hide a column you do not want to see, do either of the following:

  • Position the mouse pointer on the heading of the column to hide, right-click then choose to Hide the column.
  • Position the mouse pointer on the vertical line that separates the column heading from the next heading to the right. The column width symbol (a double-arrow vertical line) displays. Drag the column width symbol to the left until the column is no longer visible. To display the column again, drag the symbol back to the right.

To restore columns to their original places, right-click any column heading and choose Restore Defaults.

The following chart describes how to work with columns when you are using a keyboard, instead of a mouse. You can also refer to System Manager's online Help topic about using shortcut keys (from the company desktop, press F1 on the keyboard).

Keyboard Key Action

Ins/Insert

Insert a blank row to add a new record.

Del/Delete

Remove the selected row.

Up or Down Arrow

Go up or down one row.

Left or Right Arrow

Go left or right one column.

Pg Up

Go to the top row in view.

Pg Down

Go to the bottom row in view.

Home

Go to the first row in a list.

End

Go to the last row in a list.

Tab or Enter; Shift+Tab or Shift+Enter to go back

Go to the next or previous column in a list.

Tabs on a Window

Some windows, such as the Payroll Employees window, contain tabs.

To move from one tab to another while working within a window:

  • If you use a mouse, click the tab with your mouse cursor.
  • If you use a keyboard, press Alt + the underlined letter in the tab name. For example, to move to the Other tab on the Employee window, press the Alt and H keys.

The following chart describes some of the keys you can use when you are using a keyboard, instead of a mouse. For more details, refer to the System Manager Help topic about using shortcut keys (from the company desktop, press F1 on the keyboard).

Keyboard Key Action

Alt + A

Add the record

Alt + S

Save the record

Alt + D

Delete the record

Alt + C

Close the notebook

Using the Keyboard to Move from Field to Field

To use the keyboard to move from one field to another, press the Tab key on the keyboard.

Data Entry Table on a Window.

Some windows, such as the Pay tab of Payroll Employees window, contain a data entry table. You can enter data directly, or highlight a line, and press F9 (zoom) to open the detail entry window.