Manage Form Pages

A Form page is a page for entering details of a single document, report or record.
 
Each form page consists of a number of fields you fill in to define a specific document/record and a toolbar.
 
The form toolbar, located at the top of a form page, contains buttons, icons and Actions menu/ menu arrow that provide access to the most frequently used commands.
 
 
The toolbar contains:
 

Buttons

Activity

Save button

Saves a document or record to the database. After clicking Save you remain on the form page of the saved document/record.   

Save and close button

Saves a document/record to the database.

After clicking Save and close you are taken to the listing page on which the saved document/record is displayed as a table entry.   

To access the Save and close command

  • Click the arrow beside the Save button.

Update button

Enables you to edit existing documents or records.

  • The button is available only for saved documents.
  • It appears when you open a document/record to display/view its data.  
  • Before clicking Update, you will not be able to modify any fields as they will be uneditable.

Post button

Posts a document to Transaction journal and system journals associated with a given document type.

  • The icon is available only for documents as records cannot be posted.
  • The icon appears only after you save a document as unsaved drafts cannot be posted.

Unpost button

Unposts a posted document removing journal entries from Transaction journal and system journals associated with a given document type.

  • The icon is available only for documents as records cannot be posted.
  • The icon appears only for posted documents instead of the Post icon.

Journals button

Allows you to preview journal entries a document made after being posted.

  • The icon appears only for posted documents.
  • If a document has impacted several journals, you can preview all resulting entries at one time sorted by journals.

PDF button

Allows you to generate a *.pdf file based on the current accounting document.

  • The icon appears only for documents that are subjects for PDF generation.
 
 
Actions menu
 
To open the Actions menu:
 
  • Click the arrow beside a document/record name.
 
 
The Actions menu contains the following commands:
 

Command

Activity

Show change log / Hide change log

The Show history/ Hide history commands are available only for saved documents or records.

Show history command displays the version history of a document/record allowing you to view and restore earlier versions if any.

Carry out the Hide history command to hide the version history of a document/record.

For more details about version control, see Version control.

Print

Enables you to print a given document.

Delete

Enables you to delete an active document/record.

  • The command is available only for saved documents/records.

Clone

Copies a given document and creates another document of the same type based on it.
 
 
Create Menu

Presence of the Create icon (plus) next to the name of a document/record signifies the availability of the Create function for the given document/record.

The Create icon opens the Create menu which contains commands that enable you to create a new document/record of the other type with the reference to the given document/record.

The selection of creating options is unique for every document/record type. 

To see available selection options for a given document/record:

  • press the the Create icon and access the Create menu.

For more details about creating documents/records in Codejig ERP, see Copying Data in Codejig ERP.

Copying variants and selection options are predefined in the system and cannot be changed.
 
The menu is available only for those documents and directories that support copying functionality.
 
Note: The Copy menu is available only for the saved documents/records.
  
More Information
Copy Data