Standard Buttons

The most frequently used buttons are anchored on the nav (nav is short for navigation) bar on the bottom line of program screens; buttons that perform program-specific functions are listed above the nav bar.

  • Buttons appear "grayed out" (i.e., inactive) when its associated action is unavailable or not appropriate to the current data set or record displayed. As an example, the Apply button is inactive in maintenance programs until you make a change to one or more fields on the screen.

  • The default button is highlighted. Pressing return executes its action, as if you clicked the button.

  • In lists, double-clicking a line takes the default button action, as if you highlighted the line and then clicked the button. For example, in lookups, double-clicking a line is the same as moving the cursor to the line to highlight it and then clicking OK.

Nav Bar

The nav bar can include the following:

Button

Function

Anchored on the left side of the nav bar:

OK
Cancel
Apply

If only OK is present (i.e., no Cancel or Apply), the program is displaying data.

  • Clicking OK is an acknowledgment you are done with the current display and backs you out.

If OK and Cancel are present (i.e., no Apply) the program is asking for something to be entered or selected so that it can display associated information.

  • Clicking OK actions what you have entered or selected and displays appropriate information.
  • Clicking Cancel disregards entered or selected data and backs you out.

If Apply is present in addition to OK and Cancel, you can make changes to the displayed data (i.e., the presence of Apply indicates a maintenance screen).

  • Apply becomes active when a change is made; clicking Apply makes pending changes permanent by writing them to the database. Once changes are applied, Apply is disabled until further changes are made.
  • Clicking OK accepts changes by internally performing an Apply and backs you out.
  • Clicking Cancel abandons (without further warnings) any unapplied changes and backs you out.

Anchored in the center of the nav bar:

Display the first record in the file.

Display the previous record in the file.

Display the next record in the file.

Display the last record in the file.

Refresh the display with the current data. For example, Work Center Operations (WCO) might be left on the screen for the duration of a shift. Clicking Refresh queries the database so that orders added since the program was launched are included.

Anchored on the right side of the nav bar:

Help

Displays the help page for the currently displayed program. You can also press F1 to display help.

Quit

Quit returns you to the starting point (typically active when you have drilled to the program from another application).

Exit

Exit the program. If you Exit while in a maintenance program, without applying your changes, you may be prompted to save your recent changes.

Program-Specific Buttons

Buttons that perform program-specific actions are displayed in one or two rows above the navigation bar. Some buttons you will see throughout PowerShift include:

Button

Function

Add

Enter another record (usually when a list of existing records is displayed).

Advanced

Used in lookups, enables you to save sort order and select other options.

Audit

Displays the change history for the current record (available if the audit trail has been activated in Audit Trail Maintenance).

Copy

Create a new record by copying the selected record.

Delete

Delete the selected record.

Demand

Display the demand order for the selected line.

Detail

Drill to detail for the selected line or record and display that record.

Documents

View documents associated with the displayed master record

Jump

Go to a program that you select from a list; display the record in that program for the current item, customer, vendor; click Exit to return to the program from which you jumped.

List

Enter a list of items, orders, receivers, contacts, planners, or reports that are not numbered consecutively; clicking Save does not retain this list for future use

Lookup

Display a list from which you can select the customer, vendor, item, or order number that you want.

New

Create a new order or record.

Notes

Display, enter, or change comments associated with this record or line.

Other info

Display another screen of data for this program.

Page up

Display the previous batch of records in the file (available if the number of records exceeds what can be displayed using the scroll bar).

Page down

Display the next batch of records in the file (available if the number of records exceeds what can be displayed using the scroll bar).

Prog opts

Change your options for this program; see Set Options for Reports and Inquiries.

Print

Print the report, listing, inquiry, or order to the Output device you selected.

Refresh

In selection options, redisplays the screen with current selections, including GL organization, branch or branch group descriptions and dates (if date shortcuts are used).

Register

Print the register, using the options you selected.

Restart

Display records beginning with a specific record (available if the number of records exceeds what can be displayed using the scroll bar).

Note
Restart uses the sort order that you selected. Therefore, if you have sorted by number, restart prompts for a number. If you sorted by name, it prompts for a name. If you sorted by date, it prompts for a date.

In some cases, Restart prompts for multiple fields. You do not have to enter all fields. However, you must enter all fields that precede the one you want to find.

Save

Retain the options you selected for the next time you run the report or inquiry.

Select

Display the highlighted number or record.

Sort order

Change the order in which records are displayed (available if the master file has a sort file and the number of records exceeds what can be displayed using the scroll bar).

Status

Switch the display between open and closed orders.

Supply

Display the supply order for the selected line.

Totals

Display only totals; if you selected Y or O for Subtotal? on a sort field, subtotals display as well as the grand total.

User

Displays user fields (set up in User Fields Maintenance - XMO). The User button displays only if there are user fields for the file associated with the program being run.

View

Display a report, listing, or preview register on the screen before printing.
In maintenance and inquiry programs: Display information related to the current record. See The View Button.