Use the toolbar options to work with
vendor records.
Contents
Field
Description
Save
Click this option to save your entries on the Info Center form.
New
After you click this option, select one of the following:
Select
New Vendor to open a blank
vendor record. Use the blank record to create a new
vendor record.
Select
Copy Current Vendor to copy the current
vendor record to a new record. You can then edit the copied record to create a new
vendor record.
Select
Select Vendor to Copy to open the
Vendor lookup and select a
vendor record to copy. You can then edit the copied record to create a new
vendor record.
Select
Create Vendor from Client to open the Create
Vendor from
Client dialog box. On the dialog box, select an existing
client record, assign a new
vendor number, and click
OK. You can then edit the
client record to create a new
vendor record.
Delete
Click this option to delete an Info Center record.
Print
After you click this option, select one of the following:
Select
Print Current Vendor to print the current
vendor record.
Select
Print Active Group to print all
vendor records currently active in the
Vendor Info Center.
Select
Select Vendor to Print to select the
vendor records that you want to print.
Merge
After you click this option, select one of the following:
Select
Merge Current Vendor to merge data from the current
vendor record.
Select
Merge Active Group to merge data from all
vendor records currently active in the
Vendor Info Center.
Select
Select Vendor to Merge to open the
Vendor lookup and select the records that you want to include in the merge.
Detail View/List View
Either the
Detail View or the
List View option (but not both) displays on the toolbar.
List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Fields option on the grid toolbar.
Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics.
The Info Center records that you select on the Standard lookup or the Advanced lookup in the
Search field on the Info Center form display in the List View and Detail View.
Save
New
Delete
Print
Merge
Detail View/List View
Help