New Record

To enter the first or a new record into any register or document entry form (orders, invoices, etc.) in the toolbar, we click the (Insert record) icon.

An example of a new record entry is shown below.

CASE SUMMARY The user is located in PANTHEON, on a receiving document, where they want to create a new record of receiving goods. They do this by following these steps: Selecting a document New record Confirming the record

1. Selecting a document

The user wants to create a new record on the receiving document.

To do so, the user selects the Goods | Receiving | Document menu and selects the corresponding document type. In this case, the user selects 1000 – Purchase – Material Warehouse.

The form is opened with the last entered record.

2. New record

To enter a new record on the receiving document, the user clicks the (Insert record) icon in the toolbar.

HINT The Insert key is also a shortcut or an alternative for entering a new record.

A new, blank form opens.

3. Confirming the record

To confirm the form, the user clicks the (Post edit) icon in the toolbar, or the user confirms the record by pressing the F2 key.

Warning The record is automatically saved when the Insert key is used again, or when we click the (Insert record) button to create a new record.

A document number is automatically created, and the user can begin entering data on the document.