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Navigators are graphical guides which provide access to related functions. You can display different navigators by selecting Help > Navigators or right-clicking on a navigator and selecting from the pop-up menu.
The menu bar is the horizontal bar below the title which contains menus of accessible items.
The tool bar contains icons which provide quick access the schedule board, various master files, additional companies, and help.
The status bar is located at the bottom of the main application window and displays the current accounting period, company, and user.
Spacebar: Used when entering data entry on grids where the column allows for a picker button, “…”. (Such as the Item number field on Work Order, Quote, Purchase Order and Invoice detail lines.) If the user enters some characters and then presses the spacebar then ServMan will search the appropriate list and display the first Item in the list that begins with those characters. NOTE: The cursor must be on the column with the picker, “…”, button displayed.
CTRL-ENTER: Used on Work Order, Quote, Purchase Order and Invoice detail lines when entering Item information. If you hold down the CTRL key and press ENTER then ServMan will move the cursor to the Item Number field on the next line on the screen.
CTRL-Up Arrow or CTRL-Down Arrow: Used on Work Order, Quote, Purchase Order and Invoice detail lines. Holding the CTRL key and pressing the up arrow or down arrow will move the whole detail line to a new position on the screen. This is a great way to reorder the detail lines on a Work Order, Invoice, etc.
F2: The Batch Bills program in Accounts Payable lets the user enter AP Invoices that do not apply to Purchase Orders. Many times the user may need to separate a Vendor’s invoice into multiple amounts to be posted to multiple General Ledger accounts. If the F2 key is pressed on the “Vendor” column then the information from the previous line is copied to the current line. The user may then change any information such as the Department, GL code or Amount.
F4: Used on Work Order, Quote, Purchase Order and Invoice detail lines to perform an Item search and provide comparative pricing from multiple Vendors. The cursor must be in the “Item” column on the Detail tab of the screen.
F6: The F6 key is used on Orders, Invoices, Quotes and Purchase Orders instead of the “Save and Close” button. Pressing F6 will Save and Close the document on the screen.
F7: The F7 key is used on Orders, Invoices, Quotes and Purchase Orders instead of the “Save and Close” button. F7 will save the Order, Invoice, etc. and then display a blank Order, Invoice, etc. screen to allow the user to enter a new document.
F8: The F8 key is used on Orders and Invoices instead of the “Save and Close” button. F8 will save the Order or Invoice and then prompt the user to enter a new Order or Invoice number. This is especially useful when the user has a pile of Orders that need to be detailed. The user can detail an Order and then press the F8 key. ServMan will save the Order and prompt the user for the next Order number on their pile.
When viewing the Purchases tab on an Order, you may Right Click on a PO line to see your options. Below is a list of the available function keys:
F2: If the Item specified on the PO is linked to a detail line on the Order then F2 will let the user unlink it. If the Item specified on the PO is not already linked to a detail line on the Order then F2 will create a new detail line on the Order for the selected Item number.
F3: If the Item specified on the PO is not linked to a detail line then F3 will let the user link it. If the “Orders Require Full Purchase Reconciliation Before Invoicing” check box on the Department file is checked then it is mandatory for all Purchase Orders associated with a Work or Sales order to be linked to a detail line on the Order.
F11: F11 will flag the Order as not requiring Purchase Reconciliation before Invoicing. This will override the “Orders Require Full Purchase Reconciliation Before Invoicing” check box on the Department file for this selected Order.
In any date field - Hitting the "T" key enters the current date on this or any other date field in the software
Or type 010116 and have ServMan format it to 01/01/2016