When you use FirstBIT ERP, you often need to work with document lists or item lists such as Invoices, Purchase Orders, Items. The documents can be counted in thousands that makes it not easy difficult to find the documents you need. To narrow the list, you can define filters, set specific order of documents.
Also, you can configure document or item lists by choosing the columns to appear in the list.
For each document list, the applied settings are stored on per user basis. If for a specific document list you need multiple sets of settings, for you can save each of them as custom settings under separate name.
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The List Options dialog box. The Main tab
The Main tab
You can use this tab to set the date Date field format, set visibility of currency and its symbol visibility , and view the filters applied.
Select the Date Field Format (Today - Only Time) check box to indicate that for current-date documents, date is not shown, only the time of creation. Clear the check box if you need to present the current date as other dates.
Select the Currency Field Visibility option to indicate that you want the Currency column to appear in the document list.
Also, decide on if the currency symbol visibilityshould be visible.
Review the applied filters listed on the Main tab and open the Filter tab to adjust them. By default, the filters that are available on the top of the document list appear here.
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You can enable the filters that by default are available on top of the corresponding document list; these filters are shown with already selected condition type (as on the screenshot below, Equal to). You need to enable the filter by selecting the corresponding check box and selecting a particular value (for instance, Block Optic as the company of interest on the screenshot below).
The List Options dialog box. The Filter tab
Also, you can add custom filters. For this, click Add new item on the toolbar (in the right pane), point a field in the left pane of the form and click Select. The selected field appears in the right pane with the check box selected, then you can select the type of comparison and the value (Amount Greater than) 2000 as in the screenshot above, Amount greater than 2000).
If you set multiple conditions, you can group the selected conditions as follows:
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From the available fields in the left pane of the form, point a field to be included in condition (which can be defined in the right pane) and click Select on the right left toolbar. For each selected filed field (column) you can select directionthe sorting order: Ascending or Descending. On the screenshot below, the ascending order should be applied to document dates, that is, documents will be listed with the earlier documents on top of the list.
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The List Options dialog box. The Order tab
To apply these order ordering settings to the document list, click the Finish editing button. The list of documents will be generated according to the settings.
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Using this tab, you can conditionally change the position of specific fields in the document, text font color and background color of specific fields.
The List Options dialog box. The Conditional Appearance tab
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- Format: Use this tab to select the required formatting parameters and specify their values.
- Conditions: On this tab, set the conditions for applying the formatting.
- Formatted fields: Here, specify the fields (columns) to apply conditional formatting.
The Edit conditional appearance item dialog box. The Format tab
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