Sort Key Tab
The Sort Key tab is available in the Sales and Purchase Ledgers, Stock Control and Costing Projects. It holds the Sort Key and User Sort Keys for the record.
These sort keys enable you to classify the record and can be used to provide selective reports by applying them in the Simple Search and Sorting and Subtotalling windows.
The ability to amend the Sort Key and User Sort values will depend on the Restrict Sort Key Use option in Global options window. If this option is selected for any Security Profile then the restrictions defined in the Sales Ledger, Purchase Ledger and Stock Control system options will be applied to all the Users in that Security Profile. See Restrict Sort Key use help topic for more information.
If sort keys exist they can be selected from the Lookup list.
New sort keys can be added to the list and selected to apply to the current record.
The fields can be re-labelled to describe their content e.g. Market, Representative and Area. This is done via the Info menu using the User Definable Language functionality.
When editing a record, if there are already entries for a particular key, the field title will be a menu. Clicking on this will drop down a list of existing entries.
Clicking on one of the search buttons displays a window showing the list of currently defined User Keys set up under that heading. You may change and/or add to the list using this window.
You can choose from this list by highlighting an entry and double clicking on an entry (or selecting Enter on your keyboard)
You can add to the list using the Edit icon, or delete an entry using the Delete icon.
You may also change the order of the entries in the list, using the Reorder icon.
The right hand side of the Reorder window will have an empty box in which you can build a new list. The Sort Alphabetically icon and the up/down arrows enable you to adjust the sequence of the entries in the list.
These user defined key fields can then be used to provide selective reports, by using them in the Simple Search and Sorting and Subtotalling windows.
On the Suppliers Record's Sort Keys tab, there is an additional field which enables you to select the Preferred Payment Method for the supplier. You can either select BACS or Cheque from the list or enter a new payment method by clicking on the Lookup icon.