Edit Views

Edit Views refers to the layout from which data is captured. For example, transactions, service tickets, or contact information.

Sections	Descriptions
Caption	Name of the form (Edit View) at the top with an arrow to navigate back to the List View.
Buttons	– Menu buttons with options and actions for the report. – Menu buttons may include options to view how the transaction will be posted in the ledger or how the transaction affects inventory.
Warning	A Warning bar (e.g. if something is not filled in correctly).
Header	Dropdown lists with information relating to the transaction (e.g. Customer or Supplier Names, Categories, Order Numbers).
Columns	– The actual transaction (e.g. Item, Quantity, Price). – Usually, the first column is a Field Chooser () from which columns can be added or removed. – Usually, the last column is named Actions* on the field-chooser interface and includes a context menu. It is displayed on screen as a widget. – Columns can be resized by dragging the line next to the caption. – Columns include a Soft Filter Icon (small funnel icon) to filter the contents in the column. – If the caption is blue, it indicates an editable field. – If the caption is black, it indicates a field is automatically calculated or completed.
Rows	Most rows include a context menu with shortcuts to various functions. The context menu can be accessed by right clicking any field in the row. The context menu is also available by left-clicking the last column.

Button	Description
Find No.	Displays the transaction that has the number typed in the Find No. field.
↑ ↓	Navigates between the records or transactions.
Recent	Lists the recent transactions.
Output	Generates Output to the screen, email, or printer. Output is created for each module separately.
Links	Provides clickable links to any linked documents. A linked document is one that the current transaction was copied from or copied to.
Save	Saves any changes and recalculates the totals.
Actions	The actions available for that transaction (e.g. Copying options or Batch Updates).
Menu	Various options that change per Transaction Type. Links to all the settings that apply to that Transaction Type. Layout Options: – Save: Saves the current layout and filters for the specific user. – Save (All Users): Saves the current layout and filters for all the users. – Restore Default (All Users): Restores the default layout for all the users but requires BOS to be restarted to apply the changes.

Back button returns you to the list from which you accessed the transaction.
Description of the Transaction Type displayed for information purposes only.
Main Buttons and Filters for the module.
Header, including the colour-coded Status bar that must be completed for the transaction.
Field Chooser column from which columns can be added or removed.
Captions for the columns. Column headings can be right clicked to display a context menu for grouping and filtering options. Blue Captions indicate the field is editable.
Buttons to add Items to the transaction. Transaction entries consist of items which can be custom (users type in the information) or pre-created. Buttons are greyed out when the transaction can no longer be edited (i.e. the option selected for the Status that the transaction is in does not allow editing).
Right click any line item to display a Context Menu. The entries on the context menu differ per transaction. You can also left click the ellipses in the last column to access the context menu. (First click displays the ellipses, second click opens the context menu.)