Set forms to open automatically

Set forms to open automatically

1. Click the Explorer toggle menu. 
2. Click the plus (+) icon to expand the My Folders folder.
3. Right-click the AutoRun subfolder in the My Folders section of the Explorer. A drop-down list 
displays.
4. Click the New Shortcut list item. The Select Form dialog box opens.
5. Type items in the Filter field.
6. Click the Items list item.
7. Click the OK button.
8. Click the plus (+) icon to expand the AutoRun subfolder. The Items form is copied to the 
AutoRun folder.
9. Repeat steps 3-7 in using the information in the table below to add two additional new shortcut 
forms to the AutoRun folder.
Field Type Select List item
Filter order shipping Order Shipping
Filter purchase orders Purchase Orders
10. Click the Form drop-down arrow.
11. Click the Sign Out list item. The Sign In screen displays with the Configuration field already 
filled in.
12. Click the OK button. The Items, Order Shipping, and Purchase Orders forms open 
automatically.
13. Click the Window drop-down arrow on the Menu bar.
14. Click the Close All list item.
15. Click the Explorer toggle menu.

    • Related Articles

    • Finding and opening forms

      Part 1: Use the Open icon 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type items in the Filter field. Typing the first few letters of a forms name allows you to quickly locate a form name in a long list of names. You ...

    • Reapply open payments

      Part 1: Create first reapplication payment 1. Click the Open icon. 2. Type a/p pay in the Filter field. 3. Click the A/P Payments list item. 4. Click the OK button. The A/P Payments form opens. 5. Click the New icon. 6. Type 6 in the Vendor field. 7. ...

    • Create two open payments

      Part 1: Create two open payments 1. Click the New icon. 2. Click the Vendor drop-down arrow. 3. Click the 6 list item. 4. Verify Standard Check displays in the Payment Type field. 5. Verify the [current date] is displayed in the Check Date field. 6. ...

    • Manually create a voucher and automatically distribute the voucher

      1. Click the Open icon. 2. Type a/p v in the Filter field. 3. Click the web.APVouchersandAdjustments list item. 4. Click the OK button. The A/P Vouchers and Adjustments form opens. 5. Click the New icon. 6. Click the Vendor drop-down arrow. 7. Click ...

    • Set up product markup

      Part 1: Setting up markup 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type items in the Filter field. 3. Click the Items list item. 4. Click the OK button. The Items (Filter in Place) form opens. 5. Type [your ...