Mouse Commands
Close/Cancel – The Close command normally closes the program or view that is currently being displayed and it returns you to the program from which the displayed program was executed. The close command is executed with the mouse by left clicking on the Cancel button (if one is visible in the program) or by pressing the close button in the top right corner of the program.
Expand – The Expand command is used to display information that is related to or associated with the data that is selected when the key is pressed. The Expand key can be used for different functions but it is commonly used in lookup programs to display the line item detail associated with a sales order, invoice or purchase order. The Expand command can be executed by positioning the cursor in the appropriate field and by using the right mouse button to display the right mouse menu. You may then select the Expand option from the menu by left clicking on it.
Select - The select command is used to select a record from a list and to return it to the program from which the selection list was called. A record can be selected with the mouse by double-clicking the record with the left mouse button.
Highlight - In some cases – like lookup programs, a record can be selected or highlighted by single clicking it (the system highlights the record so that you can identify that it has been selected). Once the correct record has been highlighted or selected, the other mouse or keyboard commands can be used to display the record detail, view associated information, or perform other tasks. If a program supports both single and multiple record selection, any tagged records are processed before the highlighted record according to the following rules.
• If one or more items are tagged and an action is invoked the tagged lines will be processed.
• If nothing is tagged the action will use the current (highlighted line)
• If the action does not support multiple tagged items and multiple items are tagged, an error message will display to indicate that only a single item must be selected.
• For clarity the system also provides hints on whether an operation supports single or multiple selections. These hints are in the labels for the buttons supported by each program. For example, the AP Check Lookup by Account program contains buttons for “Void a Check” - which is a single operation, and “Clear Check(s)” – which can be used to update multiple records.
Zoom – The Zoom command is normally used to display more detail about the selected record or to load the selected record into an editing program. The Zoom command can be executed by positioning the cursor in the appropriate field or highlighting the correct record and by using the right mouse button to display the right mouse menu. You may then select the Zoom option from the menu by left clicking on it. In some cases, (normally when selecting a record for editing), the select and the zoom commands will cause the same behavior.
Prompt – The prompt option is used to display the selection list or table that controls the valid information that can be loaded into a field. The prompt command can be executed by positioning the cursor in the appropriate field and by using the right mouse button to display the right mouse menu. You may then select the Prompt option from the menu by left clicking on it. In many places in the system, there is also a prompt button located next to the field that supports the prompt command. If a button is displayed to the right of the field, the prompt option can also be selected by pressing the button.
Left Mouse Button – The left mouse button can be used to highlight or select a record or a field once the cursor is positioned on or in it. If you Double-click the left mouse button, it normally behaves in the same way that the ENTER key does, and this option can be used to pick the appropriate records from selection lists during data entry.
Right Mouse Menu – The right mouse menu is a context menu. It displays options that are specific to the program and or field that you are positioned in when the key is pressed. Most options listed under the right mouse menu are also available in the toolbar that is displayed in the program.
Tagging – Tagging is a method of selecting multiple records for processing. Tagging is normally supported in list based programs like Lookups and in some Management Programs, like the AP Paydate Management Program. When a program supports tagging, a checkbox will be displayed to the left of any records displayed in the Lookup or Management program.
An item can be tagged with the mouse by using the left mouse key to click the box object that is positioned to the left column of each displayed record. As you tag an item, a check mark is displayed next to the record to indicate it has been selected. An item can also be untagged by left clicking the tag checkbox. As an item is untagged, the system removes the check mark from the tag checkbox. If you see an X in the tag checkbox next to a record, this indicates that the record has already been selected for processing in another VDF session (by another operator or yourself in another session of the application) and you will not be able to select the record.
If a program supports both single and multiple record selection, any tagged records are processed before the highlighted record according to the following rules.
• If one or more items are tagged and an action is invoked the tagged lines will be processed.
• If nothing is tagged the action will use the current (highlighted line)
• If the action does not support multiple tagged items and multiple items are tagged, an error message will display to indicate that only a single item must be selected.
• For clarity the system also provides hints on whether an operation supports single or multiple selections. These hints are in the labels for the buttons supported by each program. For example, the AP Check Lookup by Account program contains buttons for “Void a Check” - which is a single operation, and “Clear Check(s)” – which can be used to update multiple records.
Note: Your ability to tag an item can be restricted based on the status or type of the record (some operations can only be performed if the record is open and of the proper type) , by your operator security settings (you may not have rights to perform certain tasks), or based on the operation being performed (some operations such as voiding a check may require only a single record to be selected). An error message is normally displayed if you attempt to select an invalid record, or if you attempt to select multiple records for an operation that requires only a single record to be selected.
Un tagging a blocked record
In some cases, a record may be left in a tagged state by a session that was terminated or that encountered an error. The Ctrl and + keys can be used to clear the tag field in these situations. When the record is selected and the Ctrl + keys are pressed, the system clears the tag field in the record so that it can be selected. Warning: Un tagging records in this fashion can cause processing errors as the record may actually be selected for use by another operator.
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