Opening a screen from the Search boxفتح شاشة من صندوق Search

The Search box at the top of the navigation pane does more than filter the menu. Type a word from a screen's name, press the Down arrow, then Enter, and the screen opens in a tab of its own. That includes screens your menu does not list: every screen in this guide was opened this way, and all but the last (Down payment, which has a row of its own under Accounts receivable) in a company whose menu shows no row for it.

1. Type one word

Type one word that belongs to the screen you want, not its whole name. Typing Production Calculator opened Production order, while typing Calculator opened Production calculator. Capitals count too: signature opened Accountant signature, while Signature opened nothing. Once the screen is open, the pane still shows only the group the word matched.

2. Sales offers

Word: Offers. Sales offers opens on a list with the columns Number, Reference, Date, Type, PID, Name, Currency, Description and Branch. Its ribbon carries New, View, Refresh, Search and Reports, with Close on the far side.

3. Sales contracts

Word: Contracts. Sales contracts opens on a list with the same columns and the same ribbon as Sales offers.

4. E-Invoicing

Word: E-invoicing. E-Invoicing opens with a Date selection panel (From date and To date) above a list with the columns Number, Sent Status, Name, Transaction date, Sent Date, Response Date and Response Code. Its ribbon carries Preview, Refresh and Close.

5. Shipments

Word: Shipment. The Shipment list opens under Account payable, with the columns Number (twice), Date, Weight, Arrival date and Arrived. Its ribbon carries New, View, Refresh, Preview and Reports, with Close on the far side.

Word: Shipments. Shipment List, also under Account payable, is a different list: Id, Shipment Number, Shipment date, Received Date to P..., Arrival Date to war..., Number of Lots, Currency, Shipment Amount, Amount in LBP, Bill Of Lading and Port of loading, with more columns to the right. Its ribbon carries New, View, Refresh and Preview.

6. Manifest List

Word: Manifests. Manifest List opens under Account payable, with the columns Manifest ID, Description, Shipment ID, Invoice number, Supplier and Status. Its ribbon carries View, Import Manifest and Refresh, with Close on the far side.

7. Budget lists

Under Budgeting, six words open six lists with the same columns - Sequence, Year, Date, Account, Amount, Description and Status - and a Search box:

One more word, plan in small letters, opens Budget plan: a list of Name, Source, Year, Currency and Date, whose ribbon carries New, Edit, Delete, Refresh, Preview and Reports.

8. Merge spec

Word: Merge. Merge spec opens under Inventory management. It has a Warehouse box and two tick boxes, Display qty less than 0 and Do not display zero quantity, above a grid of Number/Symbol/B..., Name, New spec, Quantity, Old spec, Quantity, Merge quantity and Sales quantity. Its ribbon carries Get items, Ok, Cancel and Preview, with Close on the far side.

9. Pair RFID

Word: RFID. Pair RFID opens as a small window of its own, with a Barcode box and an RFID box, and Save and Close at the top.

10. Production order delivery

Word: Delivery. Production order delivery opens under Production, on a list with the columns Number, Date, Description and Reference. Its ribbon carries New, View, Refresh, Search, Delete, Preview and Reports, with Close on the far side.

11. Production quantity comparison

Word: Comparison. Production quantity comparison opens under Production. It has an Additional info panel - a Reference tick box and box, and All or Difference - and a Date selection panel with From date and To date. Its ribbon carries the report layout box with Direct printing, Preview, Layout customization, Save layout and Default layout, and a Filter criteria box with Delete and Save. It is not the Production comparison report under Inventory reports (Inventory reports), which asks different questions.

12. Production calculator

Word: Calculator. Production calculator has an Item box with Price and New price beside it, above a grid of Item, Unit, Price and New price. Its ribbon carries Preview and Reports. The picture is the one in step 1.

13. Production control

Word: control, in small letters. Production control opens under Production with two grids. The upper one lists Sales Order Number, Client Name, Sales Order Expect..., Production Order..., Production Order E..., Expected date, Status, Template Name, Current Step Name, Current Step Status and Posted; the lower one lists Step Name, Step Status, Expected date, Finish Date, Formula, Production Invoice..., Spec and Expiry date. Its ribbon carries Quick Search, Search, Refresh, Order, Production Center Availability, Production Center, Expected date and Formula; Specifications And Warehouse, Run, Cancel and Skip are greyed when it opens.

14. Online Integration Setup

Word: Online. Online Integration Setup opens under General setup, read-only until you press Edit (Save and Cancel sit beside it). Its one panel holds Price List, Currency, Warehouse, Branch, Account, Payment method, Cash on Delivery Kind, Direct Payment Kind, Retain sales order quantity, Show All Quantities and Libra User Integration. In the company shown they read Default Price List, LBP, the default warehouse, Main Branch, an empty Account, Bank Transfer, Sales Orders and Sales.

15. Bill of lading reports

Word: Lading. Bill of lading reports opens under Inventory reports, on two tabs, General reports and Final reports. General reports asks for:

• Bill lading number, From and To;
• Bill lading date, Shipment date and Arrival date, each with From date and To date;
• Country (Source), Port and Rout;
• Group by, a tick box with Rout, Source or Container size under it.

Its ribbon carries the report layout box with Direct printing, Preview, Report designer, Layout customization, Save layout and Default layout, and a Filter criteria box with Delete and Save.

16. Expiry List

Word: Expiry. Expiry List opens under Inventory reports - a different screen from the Asset expiry list row the pane shows beside it. It has an Expiry List tick box with From date and To date, and a Warehouse tick box and list. Its ribbon carries the report layout box with Direct printing, Preview, Report designer, Item selection, Layout customization, Save layout and Default layout, and a Filter criteria box with Delete and Save.

17. Results reports

Word: Result. Results reports opens as a window of its own, with Issue and Close at the top. It offers:

• Trial balance before closing;
• Cost center selection for income stmt and balance sheet: All projects, All departments and All processes, each ticked, with By plan and By project / By department / By process under them;
• Income statement and Balance sheet;
• Currency: LBP or USD.

18. Rounding wizard

Word: Rounding. The Rounding wizard opens on Step 1 of 2, Specify rounding amount: a Round on decimal tick box above a Value grid, with Next and Cancel.

19. Financial Statements

Word: Financial. Financial Statements opens under Reports. Choose the Report type - Trial balance, Income statement or Balance sheet - then set the panels beside it:

• Date: tick Date selection, then From Date and To Date;
• Branch: a Branches tick box and list;
• Results Currency: LBP, USD or LBPAndUSD;
• Cost Center Ledger: tick Cost Center, then Projects, Sections or Operations, with Show hierarchy.

The ribbon carries the report layout box with Direct printing, then Preview, Layout customization, Save layout and Default layout. Accounting reports explains how every report screen works.

20. Budget approval

Word: approval, in small letters. Budget approval opens under Budgeting, with Year, Approval number and Approval date above a grid of Active, Name, Source, Currency and Date - the same Name, Source, Currency and Date that the Budget plan list in step 7 shows. It opens read-only: its ribbon carries Edit, with Save greyed beside it and Close on the far side.

21. Production Statistics

Word: Statistics, with a capital S. Production Statistics opens under Production, with a Filter Options panel - Customer, Workflow templates, From date, To date, Status, Step and Production Center - above a grid of Sales Order Number, Client Name, Sales Order Expect..., Production Order..., Production Order E..., Expected date, Status and Template Name, the first columns of the upper grid in Production control (step 13). Its ribbon carries Refresh and Close, so it is a place to look up sales and production orders by customer, template, step or date.

22. Down payment

Word: Down. Down payment is a row of its own under Accounts receivable, and the pane shows that row when you type the word, so you can open it from the Search box or from the menu. It is a list of down payments with the columns Number, Reference, Date, Type, Name, Ac..., Currency, Description, Total, Account description, Inventory status and Posted. Its ribbon carries View, Quick Search, Search, Refresh, Relation Matrix, Preview and Reports, with Help and Close on the far side: the list is for finding and reviewing down payments. Reports prints the list - see Printing any list.