Currency

How to Use OnLine Help

Currency can be established in two ways. It can be directly established by doing a quick lookup to find an employee, company, order, etc. However, it can also be done indirectly by bringing into currency a record that is associated with other records. For example, a filled assignment is associated with an employee, company, and order (and perhaps a vendor). Displaying a filled assignment causes each of these records to become current.

 

The Currency icons, which appear on the Quick Access Toolbar, allow you to quickly move to a currently selected record (a record that is in currency) even if the record does not appear in your main workspace. For example, by clicking on the Employee icon, the currently selected Employee is automatically displayed.

From left to right, the icons represent: Employee, Company, Company Rep, Assignment, Position, Order.

The icon on the toolbar is active (colored) only when there is a current record available, otherwise it is grayed out.