Related Grid Tabs
Most form in the system have a Grid tab. It is used for viewing, entering, or editing records in a spreadsheet format. Additionally, many of the maintenance forms throughout the software contain related grid tabs that provide information that is related to the record in the current form, but do not directly affect the current record.
Related grid tabs are easily identified by a green form icon before the tab
name (
). You can add, modify, and delete records directly in a
related grid and the information is updated automatically in the related form. For
example, the AP Vendors contains two ‘related grid’ tabs: Vendor Compliance and Vendor
Hold Codes. When you set up a new vendor, you can use the related grid tabs to enter
additional information for that vendor without having to exit the AP Vendors form and go
to those related maintenance forms in the main menu.
Note: You cannot delete records on a related grid if the maintenance
form “behind” the related grid also has related grids.
If you elect to access a related maintenance form and add/modify/delete data in that form, it will be updated to the related grid once you exit the maintenance form and return to the calling form.
Note: Related grid tabs will display on a form only if you have
permission to access the related form. For example, if you do not have permission to
access the AP Vendor Compliance form, it will not show as a related grid tab in the AP
Vendors form.
