Switched On

Every Greentree form will display icons on the toolbar at the top of the form. Not all forms will display all icons, it will depend on the nature of the program and the setup of your Greentree system.

Listed below are some common icons that you may encounter:

Clear - press this icon to clear the form of content. F5 can also be used to clear the form.

Copy - press this icon to copy a masterfile when in a masterfile maintenance program. The code field will clear so that you can enter a new code, but all details associated with the masterfile you are copying will default to the form so that you do not have to re-enter them.

Save - press this icon to save changes made, or data entered into the form. F2 can also be used to save details.

Delete - press this icon to delete a record. Note that you will not always be able to do this, eg. you will not be able to delete a supplier record if transactions exist for that supplier. The icon will be not be accessible (greyed out) if the system restricts deletion. <Shift F2> can also be used to delete a record.

Reload - this icon will only be available to press if you have changed the current instance within a program. If you press it, the current instance will reload to the way it was originally, before any changes were made. For example, if you load a supplier, and make a change to the supplier details, but do not want to retain the changes, press this icon to revert back to the original details.

Printer - this icon will be available in transaction entry programs if the "hotprint" option is enabled in the module control for the relevant module. (e.g. if hotprint is enabled for the accounts receivable module, you will be able to print an invoice to your local printer directly from the AP Invoice Entry program.)

Advanced Search - press this icon to activate an advanced search program. This will allow you to search for masterfiles by applying specific criteria. F4 can also activate an advanced search.

Explorer - this icon launches Greentree's Explorer feature, which is a data query tool enabling fast, user friendly access to information stored in the Greentree database.
Note: Explorer can also be launched via the File menu on the Greentree toolbar.

Stack - this icon is available to select in the Purchase Order Entry and Sales Order Entry programs. It provides an option to compress the header information, so that only the order reference and supplier or customer code are visible during line entry. This extends the space available to enter lines and can make the entry of line detail more efficient.

Next/Previous/First/Last Record - Greentree stores records in numerical or alphabetical order. The middle arrows may be used to navigate forward or back one record at a time, and the outer arrows are used to go back to the first record, or forward to the last.

Notes exist - if this icon is displayed, it indicates that notes have been added to the selected instance. For example, if it is displayed for a particular GL account in GL Account Maintenance, notes have been added to the Notes tab within GL Account Maintenance for that particular account.

Attach a Sticky Note - use this icon to attach a note to any record in Greentree. This icon is only applicable if the CRM module is in use.

Instant Alert - this is only applicable if the Approvals & Alerts module is in use - refer to the Approvals & Alerts online help for more information about how this feature integrates with other Greentree programs.

Linked Records Indicator - This icon will be displayed if you are using Greentree's Workflow module. If the icon appears with two unjoined links, it indicates that the record you are positioned on does not contain links to any other records. If the icon appears with joined links, it indicates that the record you are positioned on contains a link to one or more records. You can click the linked icon to view linked records.

Attachments - This icon will only be displayed if you are using Greentree's Workflow module. Click the icon to add or view and existing attachment for the record. Refer to the Workflow module functional help, accessible via. the Help/Functional Help menu for more details about how to create attachments.

Functional Help - press this icon to launch Greentree's online functional help. You can also press <Shift F1> to launch the functional help. The help that is presented on screen will be related specifically to the form from which it is launched.

Note: The Function keys referenced above are based on the standard function key mappings, defined in System Utilities - User Preferences.