Using Quick Access Lists

Quick Access Lists hold the records you have most recently accessed to provide quick search and entry. Some of the areas that have Quick Access Lists available are:

• Sales Orders

• Purchase Orders

• Transfer Orders

• Cash Receipts

• Trackers

• Customers

• Vendors

• Products

For example, you are in the Cash Receipts screen applying money owed towards a bill for a customer. In the Customer field, you can press F10 to select from a list of customers you have previously entered in the Cash Receipts screen. Select the customer from the Quick Access List to quickly enter the customer's information and select the transaction to which to apply the money.

You might also use this function to find out what items are on an order for a customer. In the Sales Order Entry screen, you can enter the customer's name to display a Quick Access List of all sales order numbers for the customer. This list allows you to quickly find and select the order you want to view.

Set the number of records displayed in a Quick Access List in the Number of Records to Save in User Quick Access List control maintenance record.

The format of all Quick Access List screens is the same regardless of the record type for which it is displayed.

To access the last record viewed in an area of the system, for example in Customer Maintenance to access the last customer record you viewed, type two periods (..) and press Enter. The system displays the last record you selected. This functionality works in all areas that also have a Quick Access List.

To use a Quick Access List:

1. Do one of the following to display the User Quick Access List screen:

• Press Ctrl-F9 from anywhere within the system and select the type of list to display.

• Press F10 from a field that permits searches for entity, general ledger, product, or tracker records.

If you press F10 in a branch/territory field that allows multiple branches, the F10 list of the valid branches and territories displays. The option **Multiple Branches** also displays, which opens the multiple branch/territory window.

The Quick Access List contains:

• The first column of the Quick Access List displays the record type, except for trackers. For trackers it displays the tracker ID number.

• The second column of the Quick Access List displays a description of the data record such as the entity name for orders, customers, vendors, or cash receipts; the first line of the original comment for a tracker.

• The third column displays the Eclipse Internal ID of the data record, except for trackers. For trackers the column displays the name of the customer, vendor, or user to whom the tracker is assigned.

2. Select the item that you want entered in the field by positioning the cursor on the item and pressing Enter.

3. Use any of the following hot keys, as needed:

See Also

Field Guidelines