In the various data entry forms in the system there are functions for adding,
inserting, removing, and copying records. These functions are accessed by
selecting from the Edit Menu or pressing buttons on the toolbar.
ADD
Select to create a new record for the table in which you are working. The
record number will automatically be assigned by Summit based on the AutoNumber
setting in defaults/customization for that particular table. (Use the Insert
function if you want to specify the record number yourself). You then add the
information necessary for that table. For details, see the data entry instructions
specific to the form in which you are working.
REMOVE
Select to remove the record currently displayed on the form. You will
be prompted to verify this operation. Remove is not valid in
some cases in the system. Consult specific module pages for details.
Choose the "Yes" button to remove the specified record in the
table within the database, or choose the "No" button to leave the
record in the table.
INSERT
Select to insert a record with a specific record number. You will be
prompted to enter the record number you choose.
Enter the record number for the record that you wish to create.
Select the "OK" button to have the system create the record or
"Cancel" to .return to the previous record. You then add the information
necessary for that table. For details, s
Select the "Help" button to be presented with
instructions for the appropriate use of this form.
COPY
Select to copy the record currently displayed on the form.
Note: The Copy function will not be found on all forms within the
system.
PASTE
Select to paste a previously copied record.
The record number will automatically be assigned by Summit to the next
available number from the last record addition. You may paste a copied record
multiple times.
Note: The Paste function will not be found on all forms within the
system.
