Customising Transaction Entry Screens Edit Select Box

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Customising Transaction Entry Screens

Transaction entry screens – i.e. screens for processing customer orders, credit notes and supplier orders – can be customised to show the line summary details as you require. This is referred to as "editing the select box" – the large white box at the bottom of the screen that displays the summary lines, e.g. the items in an order (see the area highlighted on the Invoice Creation screen below).

This procedure describes how to change the size of the select box on the Invoice Creation screen to show more of the item details, and then add the Line Item Sales Unit column. It also describes how to change the size and order of the columns.

Select SALES | INVOICE CREATION.

Micronet displays the Invoice Creation screen.

Optionally, resize the screen to widen it.

Position the mouse pointer within the select box in the bottom section of the screen and right click.

Technical Tip

If the Debtor Selection screen displays, press the Esc key to clear it and right click again.

Micronet displays a pop-up menu.

Select EDIT SELECT BOX.

Micronet displays the Select Box Search Edit screen.

Technical Tip

If you cannot select EDIT SELECT BOX, it means you do not have the required user security to customise transaction entry screens (i.e. the Edit Dialogue Controls option on the Allow Editing of Supervisor Functions screen in your user ID is unticked – refer to "Maintenance - Edit UserIDs - 1. Main").

Select the Add button.

Micronet displays the Select a Field to Add screen.

In the Field to Add field, select DIL_SUNIT (Line Item Sale Unit).

Technical Tip

You can type in the field name to find it quickly.

In the Width field, enter 12 (12 characters wide).

Select the Ok button to redisplay the Select Box Search Edit screen.
Select the Ok button to redisplay the Invoice Creation screen.

The Sales Unit field is now displayed at the right of the select box.

Technical Tip

You might need to make the screen wider to see it.

Sales Unit Field

To move the Sales Unit column so it comes after the Description column, select the column header and drag the column to the position you want it in.
To make the Sales Unit column wider and the Description column narrower, select the vertical separator line between the column headings and drag it to the left.

Technical Tip

If you edit your screen and are not happy with the changes, display the Select Box Search Edit screen and select the Default button. If this doesn't eliminate all the changes you made, you may need to edit or delete your Registry settings. Contact your Micronet reseller or Micronet Service Desk for more details.