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Working with Sage 200 windows

Using drop-down lists.

When using drop-down lists you can:

Tabbed windows

In windows that contain a lot of information, tabs are used to display related details on individual pages. When you click Save or OK, all the changes made in all the tabs are saved, not just the tab page that is displayed.

Working with transaction lines.

Windows, such as journal entry or invoice entry, allow you to enter several transaction lines.

Selecting dates

Date boxes have a calendar display for you to pick a date entry.

In most cases, Sage 200 will automatically enter today's date in a date box.

To enter a different date:

Finding data

You can use the Find option to search for data displayed in a list on a form. There are two types of Find option, depending on the type of data in the list.

You can:

Find First and Find Next

  1. Click the Find button or right-click on a column and select Find.

  2. Enter a the value to search for in the Find box.
  3. Use the In column drop-down list to select a column to search.

  4. Select the search criteria from the Match drop-down list:

    • Select Any to look for the value entered anywhere in the search field.
    • Select Start to look for the value entered at the start of the search field.
    • Select Whole to look for fields that match the value exactly.
  5. To start the search, click Find First. This finds the first occurrence in the data. If there is more than one occurrence, you can scan through the other search results.
  6. To find the next match, click Find Next.
Apply a Filter

  1. Click the Find button or right-click on a column and select Find.

  2. Enter a the value to search for in the Find box.
  3. Use the In column drop-down list to select a column to search.

  4. Select the search criteria from the Match drop-down list:

    • Select Any to look for the value entered anywhere in the search field.
    • Select Start to look for the value entered at the start of the search field.
    • Select Whole to look for fields that match the value exactly.
  5. To start the search, click Apply Filter. This finds all the data that matches the search criteria.
  6. To narrow down your results, apply another filter. Enter the search criteria and click Apply Filter. This finds all the data that matches the search criteria in the filtered list.
  7. To remove all the filters and return to the un-filtered list, Clear Filters.
Warning and error messages

As you work in Sage 200, you may receive warning or error messages. The box will be highlighted in red or yellow. Place your mouse over the box to display the message.

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