Objects (Main Browse)
Records > Objects
This is the main way to browse for object information.
Navigate to Records > Objects and choose the appropriate Object Type from the Object Type drop-down
Buttons
New: Displays options for entry of a new object:
- Single Object – Displays the screen for the entry of a new object.
- Clone – Displays selected object information in the screen for entry of a new object.
- Import – Allows an import of objects.
- Please get in touch with support@sgasoftware.com for object import setup.
Edit: Allows you to change information for an existing Object.
Delete: This option allows you to delete a previously entered object. However, once an activity exists for an object, it cannot be deleted.
Transactions: Displays Object Transactions.
Audit: Generates audit log for the selected object.
Print: Print or Print Preview the object information displayed on the screen.
Reports: Options for downloading & / or printing the object information displayed on the screen.
Selects
Search: Determines what to order by and search by.
Advanced Filters: Additional filters are available to limit objects to be displayed.
Status: Select if you wish to see all active or inactive objects.
View allows you to save your settings for which columns are displayed or hidden and in what order.
- To hide or unhide columns, click the customize columns button and check which columns will be displayed.
- To order columns, click the customize columns button and use the Up & Down arrows to rearrange.
You can save a view by clicking the save view button. You must have appropriate permissions to save or delete views.
Rows: Allows you to choose the number of rows you would like displayed
Columns
Object: The object number, consisting of the different divisions separated by dashes. The object number structure can be changed in object types.
Description: A brief description of what the object is. This is the description you will use when searching by object description.
Division Descriptions: Displays the descriptions for each object division.
Alias: This is an optional field for your reference, only to have a separate name or number for the object. The objects can be viewed in that order if an alias is entered.
Active: A checkbox denoting whether the object is active. An object must be active for entry to be allowed. If an object is inactive, all information and history may be browsed; however, entry will not be permitted.
Modify User: The user who last modified the object.
Modify Date: The date and time the object was last modified.