AR – Search to Load Data (101-ar-fea-026)

Accounts Receivable (A/R) Search to Load Feature

Available in Govern Rel. 6.0/6.1

Overview

Selecting a Record Key from the DataSet TreeView will load AR Data, the form also has a feature that allows you to search for keys to load the data. The key is then sent to the TreeView as a Temporary Key to allow the application to recalculate information based on that key.

Demonstration of the Temporary Key

To demonstrate the functioning of a Temporary key in Govern, follow these steps:
Preparatory steps:
  1. Search for a few records to add to the Treeview from the eSearch then open the AR Inquiry form.
  2. Search for a key that contains a field that is of the same type as the profile and is already in the Treeview. It gets selected.
  3. Perform Step 1) but for a key that isn’t in the Treeview already. It gets added, selected, 1st and orange background.
  4. Perform Step 2). the key added by 2) gets replaced by this new one.
  5. Repeat Step 1). notice that the same result and the one added in Step 3) remains.
  6. Perform a search for a key that doesn’t contain a field that matches the Treeview key. The description is based on the Main ID of the key.
  7. Manually remove the temporary key from the Treeview and search for it again. It gets added as Temporary again.

Related Topics

 

 

101-ar-fea-026

 

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