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Most forms in Interprise Suite are tabbed to contain different information. The following are the common forms in Interprise Suite.

 

a. Detail forms
Detail forms are forms where setup details for major business entities like customers, suppliers, contacts, and others like warehouse and inventory items are stored, maintained and analyzed. Detail forms are usually accessed from double clicking a result from a search screen produced from a Find operation.

 

 

b. Transaction Forms
Transaction forms are used to record and maintain transactions like orders, receipts, bills, payments and others. Transaction forms are usually accessed from double clicking a result from a search screen produced from performing tasks from the New menu. The following is an overview and description of the sample Sales Order form, seen below:

A – Order Header – Contains primary transaction details such as dates, currency, payment terms, etc. Upon opening the Sales Order form, the default data set for the customer will populate most of the fields but remains modifiable until the transaction is closed. The header is tabbed for other views (e.g., Customer details, Payment, Sales Reps and Attachments) in the form.

B – Item Entry Window – This section is where the items needed by the new sales order are selected and listed. Information about the item is detailed in each column of the Inventory Item tab. Details to availability, commissions applied, shipped and profit may be viewed in the other tabs.

C – Footer – This section normally displays the addresses and summary information of the transaction. When the cursor is in the Quantity column of the Inventory Item tab of the Item Lines section, the footer section displays additional details and options for the line item. For example, to see substitutes or accessory items for the item, tab through the Quantity column to display the Substitutes and Accessory tabs.

Tip:
Here are some useful navigation tips:

Use the Tab or Enter key to go down the fields or use the mouse pointer.

In fields with pulldown arrow buttons, press F4 key to load the pulldown list or pulldown list instantly.

Click on the Zoom button or press Page Down to expand the Inventory Item tab and view all details to the item. Click the Zoom button again or press Page Up to reduce the window to normal.
 

 

c. Setup Forms 
The setup form is where the setup information like postal codes, payment terms, taxes, etc. are recorded and maintained. Here you may be able to search, add and modify setup records. setup forms are usually accessed from Setup folder menu items.
The example below is the Multicurrency setup form and views of its different tabs.
 
The List tab displays records and, like the search screen, has different options to search and fetch data that you need. Highlight a record you wish to view details from.
The Detail tab displays the details to the record selected or highlighted in the List tab. From here, you may modify the needed fields and also enable or delete a record.

 

 

 

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