Thursday, August 29, 2013

Little Things That Can Save You Time

I often find users doing things the hard way.  Helpful tools are often hidden and too easily forgotten if they are not used regularly.
Grids (they look like a spreadsheet similar to Microsoft’s Excel) are found in many places within Sage 100 Contractor.  If a user places the cursor within any cell of the grid and then right clicks, a context-sensitive menu pops up.  The menu can vary from grid to grid and from column to column, but may include:
  • Display Lookup Window       F5
  • Display Quick List               F5
  • Display Detail/Add Record    F6
  • Display Pick List Window      F8
  • Cut                                 Ctrl-X
  • Copy                               Ctrl-C
  • Paste                              Ctrl-V
  • Insert Row
  • Cut Row
  • Clear All Rows
  • Show/Hide Columns…
  • Save Current Grid View
  • Autofit All Columns
  • Find…
  • Enter Key Moves Right
  • Enter Key Moves Down

The function key and control combination notations also serve as reminders of available keyboard short cuts.  Show/Hide Columns can help users customize which columns are shown or hidden to make data entry easier (or to help find a column that was previously hidden when it suddenly becomes necessary).  Column widths can be adjusted in the same fashion that columns can be adjusted in a spreadsheet, by clicking on the column header and then “grabbing and dragging” the right edge of the column header to the desired width.  Remember to Save Current Grid View after customizing a grid if you want that same customized grid to be there each time you open that screen.
Don’t forget that grids can be copied and pasted to and from spreadsheets with a few exceptions.  For instance, if a grid has a column that is programmed to display the result of a calculation (such as a total column that is the result of multiplying quantity times price), that column will not accept a pasting of data from a spreadsheet.

About Master Builder Notes

Master Builder Notes is maintained by Walt and Gerry Mathieson, Sage Master Builder Certified Consultants. We have provided implementation, training and report writing services and general business advise to users of Sage Master Builder since 2000 and have over 30 years of real-world accounting and business management experience. While based in AZ, we use Internet tools and telecommunications to work with clients across the country. If you have Internet access, we are instantly available to assist you! To reach us, email to info@mathiesonconsulting.com or info@spcconsultants.biz.