ACP - Supplier Grid Entry

Overview

The Supplier Grid Entry program provides a tool to simultaneously display and update multiple supplier records. You would use this program instead of Finance > Accounts Payable > Supplier Information > Suppliers when there is a need to change more than one record in the database.

General, Contacts and Credit Status Tabs

Fields from the 'General', 'Contacts' and 'Credit Status' tabs can be used as selection criteria to filter the data that will be available in the grid.

These tabs are similar to those described in the Finance > Accounts Payable > Supplier Information > Suppliers.

The 'Calendar' icons in the 'Credit Status' tab display date range pickers, these windows allow the entry of a date range, e.g. All suppliers with a 'Last Payment' date between 01/01/18 and 31/12/18.

You may also notice that the drop-down menu arrows next to selected fields in the 'General' tab look different. These different arrows indicate that more than one selection can be made from the drop-down menu for your search criteria.

Process Tab

The 'Process' tab controls the columns that will be displayed in your data grid. Select the fields to include in your data grid by highlighting them with your mouse. The 'Supplier Code', 'Name' and 'Supplier Name 2' fields are automatically included.

Holding down the 'Shift' key while clicking on your options enables a range selection, holding down the 'Ctrl' key allows individual selection of additional fields.

Sorting options are available by selecting the radio button on the left of the screen. These options include: 'Code' and 'Name'.

When the grid is populated, data will be displayed within columns.

Each row contains data from a master record matching your search criteria, and each column is a field that you chose on the previous screen.

Click an individual cell to make a change.

If you are editing a table-referenced field that requires a code to be entered, click into the cell and either use the drop-down list or key in the code.

Example

Use the 'Fill Down' button to replicate the same data down the column.

If you make a mess, use the 'Restore' button to undo your changes. Unsaved data will be lost.

• The data will be restored back to the last 'Save'.

• If you have not yet saved, the data will be restored back to the way it was when you loaded the Grid.

To sort by a column, click on the column heading. To sort by multiple columns use shift-click in the second and subsequent columns that you want to sort by.

To add a new column to your grid without having to go back to the previous screen, right-click on a column heading.

Select 'Save' to commit your changes to the database or 'Cancel' to return to the selection screens.