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This text refers to program version 5.4  

Record Window - Drag and Drop

You can also drag and drop records from a browse window or 'Paste Special' list onto the record window of a particular record. For example, you can drag a Customer Number from the 'Contacts: Browse' or the 'Paste Customer' window into an Order or Invoice. With both the 'Contacts: Browse' and 'Invoice: New' windows open, find the correct Customer in the list, click on the Customer Number and drag it to the Customer Number field of the Invoice. You can add Items and information from settings such as Payment Terms to Invoices, Orders and other transactions in the same manner. In the case of Items, you can open the 'Items: Browse' or the 'Paste Item' window and select a range of Items by clicking while holding down the Shift key. Then, drag them to the Item field in the first empty Invoice row.

In certain circumstances, you can also create records by dragging and dropping. For example, you can drag an Order from the 'Orders: Browse' window to the 'Deliveries: Browse' window to create a Delivery for all the Items on the Order. Once you have approved that Delivery, you can then drag the Order from the 'Orders: Browse' window to the 'Invoices: Browse' window to create an Invoice for all delivered Items.

You can also copy lists from spreadsheets or word processing documents. For example, you can copy a list of Item Numbers from a spreadsheet and paste them in the Item field in the first empty Invoice or Order row. All appropriate Item Descriptions, Prices, etc will be brought it automatically. Similarly you can copy a list of Invoice Numbers from a spreadsheet and paste them in a Receipt or Payment.

If you have several Companies, you can transfer information from one Company to another by dragging and dropping between browse windows. For example, when you create a new Company, you can drag all the Accounts from the 'Accounts: Browse' window of an existing Company to that of the new Company. This makes it easy to transfer basic information to the new Company. If you transfer approved accounting transactions of any kind using this method, they will appear as unapproved transactions in the new Company. An approved transaction is one from the Sales Ledger, Purchase Ledger or Stock module that has been posted to the Nominal Ledger.

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In this chapter:

• Browse window
  

• Record window, including:
  
  • Button Bar
    

  • Paste Special
    

  • Drag and Drop
    

  • Attachments
  
  
• Report window
  

• List window
  

• Specification window
  

• File dialogue window
  

• Business Communicator window

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