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window-document-status-indicator.md

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Document Status Indicator

Document Status Indicator

Window Type

Window Type

Maintain

Tabs

Tabs

Document Status

Document Status

If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Name

Name

Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

Active

Active

Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.

Role

Role

Description Responsibility Role Help The Role determines security and access a user who has this Role will have in the System.

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Project

Project

Description Financial Project Help A Project allows you to track and control internal or external activities.

Sequence

Sequence

Description Method of ordering records; lowest number comes first Help The Sequence indicates the order of records

Name Font

Name Font

Name Colour

Name Colour

Number Font

Number Font

Number Colour

Number Colour

Table

Table

Description Database Table information Help The Database Table provides the information of the table definition

Sql WHERE

Sql WHERE

Description Fully qualified SQL WHERE clause Help The Where Clause indicates the SQL WHERE clause to use for record selection. The WHERE clause is added to the query. Fully qualified means "tablename.columnname".

Window

Window

Description Data entry or display window Help The Window field identifies a unique Window in the system.

Special Form

Special Form

Description Special Form Help The Special Form field identifies a unique Special Form in the system.