Customize the fields in a batch
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1.
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On the batch data entry screen, click Customize fields on the toolbar. The Customize fields for batch screen appears. |
Tip: To quickly perform tasks on the toolbar ribbon using your keyboard, click Ctrl + M. Shortcut keys are then displayed over each feature that is available in the current view. To access a task, click the corresponding letter. To exit the shortcut key display mode, select Esc, or simply click your mouse.
Note: You can also access the Customize fields for batch screen when you first add the batch to the database. On the Add a batch screen, in the Batch template field, select the batch template to customize and click Field options.
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2.
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To change the default settings of a field in the batch, select the field in the Selected fields column and, in the Field defaults frame, select its default setting. |
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3.
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Add or remove fields in the batch or adjust the order of the fields in the batch as necessary. |
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To add a field to the batch, select the field in the Available field options box and click the right arrow button. The field appears in the Selected fields column. To set a default setting for the field, select it in the grid and, in the Field defaults frame, select its default setting. |
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To remove a field from the batch, select the field in the Selected fields column and click the left arrow button. The field is enabled in the Available field options box and no longer appears in the Selected fields column. |
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To adjust the order of new or existing fields in the batch, select the field to move in the Selected fields column and click the up or down arrow button. |
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4.
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Click Save. You return to the batch data entry screen. |