CD - Customer Grid Entry
Customer Grid Entry Overview
This program provides a tool to update multiple customer records. You would use this program instead of Finance > Commercial Debtors > Customer Information > Customers when there is a need to edit more than one record in the database.
It populates the data into a grid where data can be modified in bulk within the columns.
General, Account Info and User Defined Tabs
Fields from the customer 'General', 'Account Info' and 'User Defined' tabs can be used as selection criteria to filter the returned data. These tabs are similar to those displayed in program Finance > Commercial Debtors > Customer Information > Customers.
The drop-down list arrows next to selected fields in the 'Account Info' tab 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. Fields automatically loaded include 'Customer Code' and 'Customer Name'.
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: 'Customer Code' and 'Customer Name'.
'Customer Options' provides 3 filtering options based on the 'Parent Code' link available in the customer record.
If you select the 'All Customers' or 'Customers linked to a Parent' options, address fields will be greyed out and not selectable for editing in the Grid. However, if you select the 'Unlinked Customers' option, address fields will be selectable for editing in the Grid.
Each row contains data from a master record matching your search criteria, and each column is a field matching your additional fields from the 'Process' Tab.
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' icon 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 any column heading.
Click on 'Save' to commit your changes to the database or select the 'Cancel' button to return to the selection screens.
Important!
Always be careful using data grids. They can update a lot of data in the database very quickly!