Toolbar of Vendor/Partner Info Center

Use the toolbar options to work with vendor/partner 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/Partner to open a blank vendor/partner record. Use the blank record to create a new vendor/partner record.
  • Select Copy Current Vendor/Partner to copy the current vendor/partner record to a new record. You can then edit the copied record to create a new vendor/partner record.
  • Select Select Vendor/Partner to Copy to open the Vendor/Partner lookup and select a vendor/partner record to copy. You can then edit the copied record to create a new vendor/partner record.
  • Select Create Vendor/Partner from Customer to open the Create Vendor/Partner from Customer dialog box. On the dialog box, select an existing customer record, assign a new vendor/partner number, and click OK. You can then edit the customer record to create a new vendor/partner 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/Partner to print the current vendor/partner record.
  • Select Print Active Group to print all vendor/partner records currently active in the Vendor/Partner Info Center.
  • Select Select Vendor/Partner to Print to select the vendor/partner records that you want to print.

Merge After you click this option, select one of the following:
  • Select Merge Current Vendor/Partner to merge data from the current vendor/partner record.
  • Select Merge Active Group to merge data from all vendor/partner records currently active in the Vendor/Partner Info Center.
  • Select Select Vendor/Partner to Merge to open the Vendor/Partner 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.

Help Click this option to display the online help.
Parent Topic: Vendor/Partner Info Center Form