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Jim2® Business Engine Help File

createitemlisticon

 

itemlist

 

Sorting, searching and grouping are available as per other lists in Jim2. Select the column header in the grid, then drag it to the Group By area to group.

 

dragitems

 

This section explains the field headings in the Items list header.

 

Field

Explanation

Code

Enter the code (or partial code – Jim2 will auto fill the rest) to display a list of only those Items which match that criteria.

Description

Enter a description (or partial description) to produce a list of Items which match that criteria.

Make

Shows only Items with this make in the list.

Model

Shows only Items with this model in the list.

Stock#

Select a stock code to filter by one particular piece of stock. Once a code is entered, hover over Stock# and it will turn into a hyperlink, which will allow you to open that stock record.

Groups

Enter a report group or groups to display only the Items which belong to those groups.

User Groups

Enter User Groups to display a list of Items for that user group.

Def. Name

Enter a name here to display a list of Items which have this Default (user) Name on them.

Serial# is required

Tick this box to display a list of Items which have the Serial# is required box ticked on their Item records.

Active

By default, this box is ticked and only active Items are shown. Since Items cannot be deleted (they must be marked as inactive), untick this box to only show inactive Items in the list. Tick again for a solid box to appear in the checkbox – this will list all active and inactive Items.

Service Job/Sales Job/Manuf. Job.

Ticking one or more of these boxes will include service and/or sales and/or manufacturing job Items in the search results. Ticking all three of these boxes returns all results – the same results as ticking none.

 

To view or edit any of the Items within the list, double click, or use the F2 function key on any of the fields relating to the Item to display. There are also additional buttons at the bottom of this form, as explained below:

 

Button

Function
Add

Opens an Adding New Item screen.
editicon

Opens the currently highlighted Item in Edit mode.

view

Opens the currently highlighted Item in View mode.

runicon

Runs the query and displays an Items list as filtered by data entered into the fields and checkboxes.
cancelicon

Closes the Items list screen.

 

Right click options in the Items list

exportdata

 

Right Click Option

Function

View

View the highlighted Item.

Edit

Edit the highlighted Item.

Export Data

Exports data from the grid to a spreadsheet file.

Export Grid

Exports the grid to a spreadsheet. This is particularly useful if the grid has more than one header row, as it will export all header rows.

Print

Print the list.

Print Preview

Preview the list to be printed.

Copy Cell

Copy the highlighted cell.

Copy Row

Copy the highlighted row.

Copy All

Copy all, which can then be pasted into a spreadsheet

Show Find panel

Opens the Find panel:

 

findbox

 

Tip

The Find panel will remain in a pinned list but will disappear from an unpinned list on log off.

Grid Columns...

Allows adding more columns. Also allows removal of columns. Select the column to add, then drag it to the position required in the columns within the grid. To remove, click and drag to the Grid Columns... window, or drag down away from the header area.