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Article #99 How can I Organize Customer, Inventory, Supplier, and Other Records in Solid Route Accounting?

Answer: A Solid Route Accounting business systems contain all of our client’s records that they rely on to make their company run. Being able to organize that information by key fields is critical to finding the information needed, as quickly and efficiently as possible. Thankfully, wherever records are present, familiar organization methods are also there in each Solid Route Accounting business system.

Enterprise Edition Users:

In Solid Business Central, most record view screens, such as [Datafile / Customer / View], can be organized by using the [F9 – Order] key. A list of key fields will then display, allowing the user to select by what field type they’d like their list of records to be alphanumerically sorted by. Highlight the desired type and use the [Enter] key to select it. The records are now ordered by that field type, as can be verified by using [PageUp] and [PageDown] to browse the records individually, or by using [F10 – Browse] to view the entire list of records.

for QuickBooks,
Microsoft Dynamics GP Edition,
Dynamic 3i Edition,
FACTS Edition,
Eyewear Genetics Edition,
Integration Edition Users:

In Solid Mobile Central, although there are not that many screens with records listed, records can still be sorted by certain key fields. When viewing any list of records, such as in the Sales screen, the records will be organized into columns with the field name written at the top of each column. To organize the record by a column’s field type, click on that column’s name at the top to do so.

Last modified on 20 Feb 2018

Additional Info

  • Software Components: Solid Business Central, Solid Mobile Central
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