Action Bar - Catalog

This is the list of names you can type in the Action Bar, and what each one does. See Action Bar for how the Action Bar works.

The Action Bar offers only the modules that are installed and the records that your user permissions allow.


What you can type
What you type	What happens
Customer	Opens the Customer list.
Customer ASHENG	Opens the Customer with the code ASHENG.
Customer auckland	No Customer code matches auckland, so the Customer words are searched. Where one Customer matches, that Customer opens. Where more than one Customer matches, the Customer opens with the Word Lookup showing the matches, so that you can select the one you want.
Add Customer	Starts a new Customer. You can also type New, Insert or Create.
Add Invoice for ASHENG	Starts a new Invoice for the Customer ASHENG.
AR	Opens the Customer list, because the Customer is the main file for AR.
AR smith	Searches the Customer words for smith, the same as Customer smith.
AR Invoice	Starts an AR Invoice transaction. The module code selects the AR meaning of Invoice.
Quote	Opens the Invoice list, showing Quotes.
Invoice 100426	Opens the Invoice with the Document No or Packing Slip No 100426. Where neither matches, the Invoice with the Invoice ID 100426 opens.
ASHENG	Opens the record with the code ASHENG from your default search table.
Module codes on their own
Type	Opens
AP	The Creditor list.
AR	The Customer list.
CB	The Bank Account list.
FA	The Asset list.
GL	The GL Account list.
IC	The Product list.
IN	The Invoice list.
JC	The Job list.
OE	The Order list.
PO	The Purchase Order list.

Type a code or a word after the module code to search that list, so AP smith searches the Creditor words for smith. There is no entry for CO on its own.

You do not have to type a name exactly. A name of four or more letters is matched from its first few letters where that is not ambiguous, so cust finds Customer and cred finds Creditor. A misspelt name of five or more letters is matched where only one name is close, so invocie finds Invoice. Trailing punctuation is ignored, so product: piano works. A code typed hard against the name is separated for you, so product9780739012925 works. Plurals and extra words such as the, for and please are ignored.


Accounts Payable
Type	Action
Creditor, Supplier, Cred, AP	Opens the Creditor list. Type a Creditor code to open one Creditor, or a word to search the Creditor words.
Creditor Contact, AP Contact	Opens the Creditor Contact list. Type a word to search the Creditor Contact words.
AP Invoice	Starts an AP Invoice transaction.
AP Credit	Starts an AP Credit transaction.
AP Payment	Starts an AP Payment transaction.
AP Cash Purchase, AP Cash	Starts an AP Cash Purchase transaction.
AP Journal	Starts an AP Journal transaction.
APTran	Opens the AP Transactions list. Type a transaction ID to open one transaction.
Shipment, Ship, Both	Opens the Shipment list, showing Shipments.
AP Shipment Invoice Only, PO Invoice, Ship Inv	Opens the Shipment list, showing Invoice Only Shipments.
AP Shipment Receipt Only, PO Receipt, Ship Rcpt, AP Receipt	Opens the Shipment list, showing Receipt Only Shipments.
Credit Return	Opens the Shipment list, showing Credit Returns.
Credit Only	Opens the Shipment list, showing Credit Only Shipments.
Return Only	Opens the Shipment list, showing Return Only Shipments.

Type a Creditor code after any AP transaction name to start the transaction for that Creditor, for example AP Invoice ACME.


Accounts Receivable
Type	Action
Customer, Cust, AR	Opens the Customer list. Type a Customer code to open one Customer, or a word to search the Customer words.
Customer Contact, AR Contact	Opens the Customer Contact list. Type a word to search the Customer Contact words.
AR Invoice	Starts an AR Invoice transaction.
AR Credit	Starts an AR Credit transaction.
AR Receipt, Receipt	Starts an AR Receipt transaction.
AR Journal	Starts an AR Journal transaction.
ARTran	Opens the AR Transactions list. Type a transaction ID to open one transaction.

Type a Customer code after any AR transaction name to start the transaction for that Customer, for example AR Receipt ASHENG.


Cash Book
Type	Action
Bank Account, Bank, CB	Opens the Bank Account list. Type a Bank Account code to open one Bank Account.
Deposit	Starts a CB Deposit transaction. Select the Bank Account in the form.
Withdrawal	Starts a CB Withdrawal transaction. Select the Bank Account in the form.
Transfer, CB Transfer	Starts a CB Transfer transaction, to transfer between Bank Accounts.
Banking Summary	Opens the Banking Summary.
CB Feed	Opens the CB New Feed Statements list.
CBTran	Opens the CB Transactions list. Type a transaction ID to open one transaction.
Company
Type	Action
Company Contact, CO Contact	Opens the Company Contact list. Type a word to search the Company Contact words.
Phone, Number, Mobile, Tel	Opens Phone Lookup for the number you type.
Email	Opens Email Lookup for the address you type.
Fixed Assets
Type	Action
Asset, Fixed Asset, FA	Opens the Asset list. Type an Asset code to open one Asset, or a word to search the Asset words.
FATran	Opens the FA Transactions list. Type a transaction ID to open one transaction.
General Ledger
Type	Action
Account, GL Account, GL	Opens the GL Account list. Type an Account code to open one Account, or a word to search the Account words.
GL Batch	Opens the GL Batch list. Type a Batch ID to open one Batch.
Inventory Control
Type	Action
Product, Prod, IC	Opens the Product list. Type a Product code to open one Product, or a word to search the Product words.
UOM Code	Opens the Units of Measure list.
UOM Group	Opens the Units of Measure Group list.
Transfer, IC Transfer	Opens the Stock Transfer list, showing Stock Transfers. IC Stock Transfer is available in Accredo Saturn only.
Adjustment	Opens the Adjustment Batch list.
Manufacture	Opens the Manufacture Batch list.
IC Issue	Starts an IC Issue transaction.
IC Credit	Starts an IC Credit transaction.
IC Receipt	Starts an IC Receipt transaction.
ICTran	Opens the IC Transactions list. Type a transaction ID to open one transaction.

In Accredo Saturn with Inventory Control installed, Transfer on its own means either the IC Stock Transfer or the CB Transfer, so a list of the two appears for you to select from. Type IC Transfer or CB Transfer to go straight to one.


Invoicing
Type	Action
Invoice, Inv, IN	Opens the Invoice list, showing Invoices. Type a Document No, Packing Slip No or Invoice ID to open one Invoice.
Credit, Credit Note	Opens the Invoice list, showing Credit Notes.
Quote, IN Quote	Opens the Invoice list, showing Quotes.
Standing Invoice	Opens the Invoice list, showing Standing Invoices.
Job Costing
Type	Action
Job, JC	Opens the Job list. Type a Job code to open one Job, or a word to search the Job words.
JC Batch	Opens the JC Batch list, showing Batches.
JC Timesheet, Timesheet	Opens the JC Batch list, showing Timesheets.
JC Disbursement, Disbursement	Opens the JC Batch list, showing Disbursements.
JC Standing	Opens the JC Batch list, showing Standing Batches.
JCTran	Opens the JC Transactions list. Type a transaction ID to open one transaction.
Order Entry
Type	Action
Order, Sales Order, OE	Opens the Order list, showing Orders. Type a Packing Slip No or Order ID to open one Order.
OE Standing Order	Opens the Order list, showing Standing Orders.
Packing Slip	Opens the Order list, showing Packing Slips. Type a Packing Slip No to open one Order. You cannot add a packing slip from the Action Bar, because a packing slip is generated when you supply an Order.
Purchase Orders
Type	Action
PO, PO Order, Purchase	Opens the Purchase Order list, showing Orders. Type a Document No or Order ID to open one Purchase Order.
PO Quote	Opens the Purchase Order list, showing Quotes.
PO Standing Order	Opens the Purchase Order list, showing Standing Orders.
PO Credit	Opens the Purchase Order list, showing Credits.

You can type a table name in place of the name that appears on screen. For example, ARCUST ASHENG opens the same Customer as Customer ASHENG. Type the table name in full, because a table name is not matched from its first few letters.