File Maintenance

All master files work the same way and contain the same buttons and tabs.

SELECT FILE MAINTENANCE:

If all Filter conditions are left blank, then ALL records will be displayed. If you enter something for one of the Filters then only records that contain that Filter condition will be displayed. For example, if you enter "TX" for state, then only records with a State = "TX" will be displayed.

The View/Edit tab displays one record at a time in a Full Screen Layout.

Filter:

You can print a report from either Screen, Filter or View/Edit. You can put your data in order from this screen. For example, in the Owner file if you want to see your report in print/view/display in Owner name order click on the 'Name' bar and it will display all or your Owner's in Name order. If you would like to print in this same order click on your Print button then select to print in 'Display Order'.

View/Edit Tab:

You can print a report from either Screen, Filter or View/Edit. However, the Filter Conditions are crucial as to what records are printed. To print a list of ALL companies, make sure the Filters are ALL blank, then click the Print Button.

New Button:

Allows you to add a record by using a full screen layout. The full screen layout will be different depending on which file you select.

Edit Button:

The edit button allows you to edit one record at a time. The selected record is displayed using the full screen layout of the particular file. After selecting the edit button, you can save the changes by selecting save or cancel by selecting cancel. The edit mode is used usually for making changes to a record previously added.

Delete Button:

When selecting the delete button, the selected record is marked for deletion. The record is not actually dropped from the file until you pack the file. Records marked for deletion are not processed.

Recall Button:

If you mark a record for deletion and do not want to drop it you can recall the record and it will no longer be marked for deletion and will not drop when you pack your data.

Filter Tab:

By leaving the filters blank, you can bring up all the records in the file you select. If you want to access certain records only, then enter those criteria in the filter screen. This helps you in viewing or printing only the required records. Some of the filter conditions are used for printing or viewing reports only; this will not affect what comes up on the edit screen.

Note: In order to get all records of a file, the Filter conditions must be blank, otherwise it will only list records that were contained in the previous filter.

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