Before going through this tutorial, please take the time to look at the EZJOB help document. You can access this document by pressing the F1 key twice while on any form. When the help document appears, click on the “EZJOB” entry in the left panel. You will then see some important general information in the right panel. This is a very short section that describes important features, functionality and short-cut keys.
This tutorial will show you how to modify an existing vendor record and how to add a new vendor record.
Let’s first edit an existing vendor. Click on the “Purchases” menu in the top of the main form. Then select the “Vendors” option. You will see a form that shows all vendors currently on file. You can sort that list by left-clicking on any of the column headings. When you do that, you will see an arrow pointing up or down indicating either ascending or descending sort order for the column you clicked on. You may scroll through that list to find the vendor you want to edit, or you may start typing into the text box at the upper left part of this form. For example, type "BILL" (either upper of lower case, it makes no difference) and watch what happens. The list of vendors gets filtered down to only two entries. Each of those vendors has "Bill" in the company name and/or Vendor Id. You can continue to type "BILLY B" and you will only have one entry in the list: "Billy Bob’s Earth Moving". Now, if you press the Enter key, that vendor record will be shown on the Vendor Edit form.
The form is in the “Non-Edit mode” initially, so click on the “Edit” button in the top of the main form. Now, the “Save” and “Cancel” buttons (in top of main form) are enabled and the text in the vendor record is darker. Change the city from "Goliad" to "Austin" (and any other changes you want to make), then click on the “Save” button. The text becomes grayed again and the data has been saved. Now, use the short-cut keys to do the same thing. Hold the Ctrl key down while pressing on the "E" key (Ctrl+E). The Save and Cancel buttons become enabled and the text becomes darker again. Make some changes to the vendor record and then press Ctrl+S. The Save and Cancel buttons become disabled and the text becomes faded. The data has been saved once again with the new changes. Now, close the Vendor Edit form by clicking the "X" on the right side of the "Edit Vendors" tab.
Ok, we have made changes to an existing vendor record. Now, let’s “add” a new vendor to our company. Once again, click on the “Purchases” menu option and choose "Vendors" (optionally, just click on the "Vendors" link in the Purchases group on the Quick Launch menu). You will see the form with the list of all the vendors. Click on the "Add New" link in the bottom of that form. The Vendor Edit form will appear again, this time empty. The cursor is sitting at the Vendor id. Type in "FREEDOM" for the vendor id and press Enter (The vendor id can be up to 15 alphanumeric characters). Complete the form and then Ctrl+S to save the record. If you want to cancel the "Add" operation, just press Ctrl+Z and confirm that you want to cancel.
We have edited and added a vendor record. There are some other things that are interesting and important on the Vendor Edit form. There are four tabs on this form, “General”, “Inquiry”, “Notes” and “Expiration dates”. The “General tab” we have already encountered. The “Notes” tab is used to record limitless text for this vendor. The “Inquiry tab” is used to provide date range reporting of invoices for this vendor. Let’s go back into the Vendors Edit form and select the vendor "Ace Lumber and Construction Supplies". Now, go to the “Inquiry tab”. You will see From Date and Thru Date fields. By clicking on the drop-down arrow at the right of either date field, a calendar is displayed so you can pick a date. For the “From Date”, select May 1, 2008 and for the “Thru Date” pick June 30, 2008. The invoices for this vendor that fall within the dates selected are displayed on the form. You can “drill-down” to the detail of each invoice by double-clicking on the invoice number. The drill-down report opens its own tab, so close it after you look at that report.
Finally, the tab, “Expiration Dates” is used to record insurance expiration dates for those vendors required to have certain types of insurance. To use this feature, just click on the “Expiration Dates” tab and then put the form in “edit mode” (Ctrl+E). Then click on the “Add” button at the bottom of the form. A form will appear (with red background) that allows you to enter all of the information for a particular type of insurance for this vendor. The fields are self-explanatory, so just fill in the required data and click on the OK button. You will now see that entry in the grid for that vendor. Ctrl+S to save that record.
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