Navigating Table Maintenance

The Table Maintenance module organizes all information into tables, which you can open and then perform actions, such as adding a new record, editing a record, or deleting a record.

Locating Tables

Click the Table menu to list all tables. The tables first appear with the Categorized tab selected, showing them grouped by category, as shown on the left:

Click the following tabs to find a table:

Categorized: Click the expand (+) icon to show tables within a category. You can then click a table (indicated by a red book icon).

 Alphabetic: View entire list of tables by name, as shown in the center above. Click a table (indicated by a red book icon) to open it.

 Quick Setup: This list shows the basic tables required for setup organized into steps, with StartNext, and Back buttons for navigating the steps.

Filtering Records and Performing Actions

After opening a table, the records appear. You can use the filter fields at the top of the window to set parameters for narrowing search results:

Click Refresh Grid after entering filter parameters to see a filtered list of records. The activity icons appear above the search results:

Click a record to select it. You can select multiple records. The records you select are highlighted in blue. 

Click the icons to perform the following:

  • Add New Record: Click to add a new record.
  • Edit Record: After selecting a record, click to edit the record.
  • View Record: After selecting a record, click to view the record.
  • Delete Record: After selecting one or more records, click to delete the records.
  • Refresh: Click to refresh the list of records and their values.
  • Print: After selecting a record, click to print the record.
  • Sort By: Click Sort By to select available table fields to sort the grid display.
  • Go To field: Enter the value for the record you want to find.