The sections defines the general handling of VendSys Data Maintenance forms.
Forms will generally follow a similar style with a the following structures:
Menu bar
This will show a list of icons that can be clicked on to cause an event. The available list of icons will depend on the form and the security access of the user, and may include:
New - create a blank form to enter a new item into
Delete - delete the current item (generally will not physically delete the item but set its status to void)
Search - bring up a separate form to enter search text into. The search form will list all candidates in a grid. Double click on a line item to bring that item back into the form you called the Search from. Note that a specific Search field may be available on the form; enter a value and key the Enter key to bring up the Search form and results immediately
Excel - used in reports to export the raw data into an excel spreadsheet
Load - Used in report forms to request the report to be generated, based on the currently selected field values
Other menu options specific to the form may be active eg to email, Print, Recalculate, etc
Selection grid or Selection fields
Some simple forms maintaining reference data will list all available entries in a grid in the left hand side of the form. Click on any line item to bring up that item in fields in the right of the form
Where a selection grid would be too large to manage, specific fields at the top of the form allow for the selection from drop-down combo selection fields. Click on the down-arrow on the right side of the selection field to bring up the available list and select from the list by clicking on the required line item. Where there may be several layers eg Machines within Routes within Warehouses within Regions, forms will filter out lists as the higher level data is selected eg select a Region and only Warehouses in that Region will be available; select a Warehouse and only Routes within that Warehouse will be available; select a Route and only machines installed on that Route will be available.
Data fields
Are listed normally top to bottom left to right. Use the keyboard Tab key to tab from field to field.
Data grids
Some grids will allow left/right/up/down keyboard arrow keys to navigate from cell to cell when not in edit mode.
Click on a cell or use F2 to enter edit mode. Some columns may be display only.
Many grids will accept a double-click on a a grid line item to bring up another form to display and/or edit data specific to that line time.
Tabs
Forms with a lot of data fields may be split into multiple tabs. Click on the tab names across the top of the form section to bring that tab into the foreground.
Action buttons
Specific addition navigation or action buttons may be present on the form. Refer to the form Help in each specific case.
Save/Cancel buttons
Click Save to save data. Once saved there is no reversal option.
Click Cancel to cancel. Will only cancel editing of data in current form, and not in any subsidiary forms which may have saved changes at that level.
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