Lookup Fields

Lookup Fields

Concept

This is a field from which a browse dialog can be accessed and then a record from the browse selected.

Access

Lookup Fields may be coloured wheat or yellow
  
Ensure that the cursor is in the Lookup Field required and access the browse using:
  1. [F2] Key
  2. Mouse Right Click
  3. Typing the Required Code and then pressing the Tab Key
Highlight the required record and  to return the record to the Lookup Field on the originating dialog. 

Lookup FieldDialog Presented
Account (number)
Account Browse

The System Indicator may be restricted to the module that the Lookup from initiated from
Account ProgramAccount Program Browse
Account TypeAccount Type Browse

The System Indicator may be restricted to the module that the Lookup from initiated from
Client BranchClient Branch Browse
Client

Client Browse

Client Group
Client Group Browse
Communication Type
Communication Type Browse
Company

Company Browse

Currency

Currency Browse

DealerAccount Browse

The System Indicator is restricted to Dealer
First AnalysisFirst Analysis Code Browse
Gender
Client Gender Browse
Interest ProfileAccount Interest Profile Browse
Payable Type
Payable Type Browse
Region
Region Browse
Second AnalysisSecond Analysis Code Browse
Source
Account Source Browse
Tax CodeTax Code Browse
Transaction TypeAccount Transaction Type Browse

The Module and/or Control indicators on the browse may be restricted to the module or control that the Lookup was initiated from
Warning Indicator
Account Warning Indicator Browse
Vendor Program
Account Vendor Program Browse

    • Related Articles

    • Common Account Detail Fields

      Purpose The fields and buttons detailed below are common to most accounts that are created Common Fields Field Explanation Number Display only field of the internal database number Account Type [F2] to the Account Type Code If the auto code option ...

    • Account Browse

      Purpose To provide a list of Accounts with detail that matches the specified search criteria Access From any Module Quick Access Button From any Account Module Menu via the ‘Access Account’ item [F2] Lookup on Account Field Search Criteria Browse ...

    • Account Type Details

      Purpose Account Types allow different setup structures and posting controls to be established to differentiate accounts within a module. More meaningful reporting and more detailed General Ledger integration will result. An Account Type is mandatory ...

    • Deposit Account Details

      Purpose Deposit Accounts are investment accounts where a fixed rate of interest applies to the term of the investment. The Deposit is usually held for a fixed term of time, and matured after that period. Deposits may be reinvested or paid out at ...

    • Account Quote Variable Field Browse

      Purpose To provide a list of Variable Fields that have been established Access Quote | Edit/View Account Variable Fields [F2] Lookup from the Account Quote Profile Details dialog Search Criteria