Table of Contents

Most commonly used commands

Here is a list of the most commonly used commands.

Documents

  • Definition - opens the definition of the selected entity.

Definition

  • New document - usually available in the document navigators, used to create new documents.

New document

  • Change a document state - the set of butttons with which you can change the document state to 'Planned', 'FirmPlanned', 'Released' ... or Void a document

Command ribbon >> Home:

Modify document

  • Print - opens a print preview of the default printout layout. The dropdown contains printing modes and a list with all availabe printout layouts for this record.

Command ribbon >> Home:

Print

  • Create Child Document - used to manually create a sub-document i.e. the next document of the document flow. Opens a list with all available document types, which can be created from the current document, according to the preset document routes.

Command ribbon >> Relations:

Create child document

  • Change view - used to change and navigate between the available views.

Command ribbon >> View

Change view

  • Show Data - loads the data into the navigator, according to the specified filters into the filter panel.

Command ribbon >> Home:

Show data

  • Create new - used to create a new record of the particular entity.

Command ribbon >> Home:

Create new sales order

  • Open document - opens the single form of the selected document.

Command ribbon >> Home

Open document

General

  • Change Enterprise company - used to change the enteprise company in which you are currenly working. Opens a drop down list with the enterprise companies available into the datatabase.

Main menu >> Command ribbon >> Home:

Change Enterprise company

Or File menu >> Settings >> Change Enterprise Company and Location

Change Enterprise company from Settings

  • Change location - used to change the enteprise company location in which you are currenly working. Contains a dropdown list with the company locations of the selected enterprise company.

Main menu >> Command ribbon >> Home:

Change location

  • Change current role - opens a dropdown list with the roles available for the particular user.

Main menu >> Command ribbon >> Home:

Change Role

  • Change of style - used to change the visual style i.e. theme of the ERP.net Windows Desktop Client

Main menu >> Command ribbon >> Home:

Change of style