Maintain Form Mode: Difference between revisions

From eStream Software
(Created page with "''Menu: Tools | Form Mode...'' ==Introduction== :Settings for the following: ::1. General ::2. BarCode ::3. Miscellaneous ::4. Unit Price ::5. General Ledger ::6. Customer :...")
 
No edit summary
Line 2: Line 2:


==Introduction==
==Introduction==
:Settings for the following:
:1. It helps to filter the data based on the conditions defined.
::1. General
:2. It is very useful for those who '''DO NOT ALLOW''' certain users to access the documents.
::2. BarCode
:3. For example, agent  '''Lip Fong''' can view and access the sales invoices belong to his agent code '''LF'' ONLY.
::3. Miscellaneous
::4. Unit Price
::5. General Ledger
::6. Customer
::7. Supplier


==Maintain Form Mode==
:1. Click on '''New'''.
::[[File:Tools-Form Mode-01.jpg |600px]]
::[[File:Tools-Form Mode-01.jpg |600px]]
<br />
<br />
 
:2. Enter a '''Code''', eg. IV-LF, IV-SF...
==General==
:Automation Server Registration - Use to register/communicate to the external application via Windows platform.  
::[[File:Tools-Form Mode-02.jpg |600px]]
::[[File:Tools-Form Mode-02.jpg |600px]]
<br />
<br />
:3. Select the '''Form''' to filter, eg. Invoice.
::[[File:Tools-Form Mode-03.jpg |600px]]
<br />
:4. Click on '''Customize Filter'''.
::[[File:Tools-Form Mode-04.jpg |600px]]
<br />
:5. Click on '''press the button to add a new condition

Revision as of 05:01, 3 February 2016

Menu: Tools | Form Mode...

Introduction

1. It helps to filter the data based on the conditions defined.
2. It is very useful for those who DO NOT ALLOW certain users to access the documents.
3. For example, agent Lip Fong' can view and access the sales invoices belong to his agent code LF ONLY.


Maintain Form Mode

1. Click on New.
File:Tools-Form Mode-01.jpg


2. Enter a Code, eg. IV-LF, IV-SF...
File:Tools-Form Mode-02.jpg


3. Select the Form to filter, eg. Invoice.
File:Tools-Form Mode-03.jpg


4. Click on Customize Filter.
File:Tools-Form Mode-04.jpg


5. Click on press the button to add a new condition