Using the New World ERP Grid

Throughout the New World ERP application, you will begin to see a new, more versatile style of grid that lets you shape the layout of your data with ease, using mouse clicks and drag-and-drop functionality to edit, sort, filter, group and export columns and rows in as many ways as you need.

Below is additional information on using the numerous features available in the new New World ERP grid. Click a link in the list below for more information on using that feature:

New Grid Features
Sorting Data in a Column Adding/Removing Columns
Moving Columns Grouping Columns
Deleting Rows Filtering Rows
Adding Rows Hiding the Delete Column
Adding/Editing Data in the Grid Saving and Resetting Layouts
Enabling/Disabling Columns Adding a Project
Refreshing the Grid Selecting a Due To/Due From Fund
Exporting Data from the Grid  

 

Sorting Data in a Column

By clicking once in a column header, you may change the sort order of the data from ascending to descending and vice-versa. A black arrow located to the right of the column header tells you the current direction of the sort.

Each time you save a grid, the sort order remains as is until you edit the grid and save again.

Moving Columns

Grid columns may be rearranged in as many ways and as often as you need. To move a column from one position to another, click in the column header and, holding down the mouse button, drag the column to its new location and drop it directly on top of the column it is replacing.

The columns shift accordingly. If you are dragging from right to left, the replaced column shifts to the right; if you are dragging from left to right, it shifts to the left.

Deleting Rows

There are several ways you can delete a row within the new grid style. Listed below are just three of the more common methods.

  1. One way to delete a row from the grid is to click the red-and-white X button that corresponds with the row to be deleted.

  1. You can also click Delete on the menu bar below the grid after selecting an item in a row of the grid. You are then prompted to confirm the deletion.

  1. To delete an entry row in the grid, click the User () icon in the header of the last column on the right.

A check box displays in the first column on the left, next to the entries listed as shown above. Select the check box next to the single entry or multiple entries you want to delete and click Delete. Click the User () icon again to return to the Entry mode.

Adding Rows

To add a row of data, click New on the menu bar located below the grid.

A blank row is inserted at the bottom of the grid. Double-click in a cell to enable it for data entry. Type data directly into the cell. As you continue to enter data, you can double-click each new cell or press <Tab> to move from cell to cell. Pressing <Tab> automatically enables the next cell for entry.

Adding/Editing Data in the Grid

Some grids, like those in Journals and Payment Processing, allow you to enter data within the grid a spreadsheet format.

To enter data in the grid, select the row to highlight it and the drop-down lists and text boxes appear in the row. Enter data in the appropriate fields and press Tab to move horizontally across the grid. Press Enter at the end of the row to save the data and move to the next row.

TIPS
  • To enter a Credit amount in the grid, type a minus sign (–) before the value. A positive value entered appears in the Debit column.
  • Data is saved in a row or field when you press Enter or press <Tab> to go to the next field.

Enabling/Disabling Columns

Sometimes, you can quickly disable the some columns in grids that have this option. For example, it may be useful to disable a column if the default in a Journal Header for the G/L Date is already entered or your organization does not require you to enter Due To/From information for an entry. It can increase the speed of your entries by being able to bypass a column.

To disable a column, move the pointer to rest on the column heading until the icon changes to the image of the pointing hand. Right-click on the column heading and select Disable; conversely to display it when it is disabled, right-click and select Enable.

Refreshing the Grid

To bring the grid up to date with all of the latest entries and re-position rows according to the current sort order, click Refresh in the menu bar located below the grid.

Exporting Data from the Grid

The Export button, located on the menu bar below the grid, gives you the options to export data to PDF, Excel, and XPS formats. Move the pointer to rest on this button and a drop-down menu of the available formats appears.

Select the format you want. The File Download pop-pup opens.

To open the file in the selected format, click Open. To save it to a particular directory, click Save. To cancel and close the pop-up without viewing or saving the file, click Cancel.

Hiding, Grouping, Filtering and More Options

The Options button, located on the menu bar below the grid, lets you manipulate the grid in countless other ways, giving you the options to hide and group columns, filter rows, save layouts and reset the grid. To open the menu of options, move the pointer to rest on the Options button.

Each option from this menu is described below. Click on a title to expand the section for more information.

This option lets you hide and show columns in the grid. To select a column you want to hide, move the pointer to rest on the Options button and move to the Add/Remove Columns option on the drop-down menu to open another drop-down menu with the names of the columns in the grid.

A white check mark located to the left of a column name means the column currently is showing in the grid. To hide the column, click the name.

When a column is hidden, the white check mark no longer appears to the left of the column name on the Add/Remove Columns drop-down menu.

To show the column again in the grid, click the name on the drop-down. The next time you open the Add/Remove Columns drop-down, the white check mark appears next to the column name.

To group a grid by one or more columns, move the pointer to rest on the Options button, and click the Show Group By option on the drop-down menu.

A space opens above the grid, with the instruction to “Drag a column header here to group by that column”.

To group by a particular column, click in the column header and, holding down the mouse button, drag the column to the space above the grid and drop it anywhere in that space.

The grid reshapes itself into a series of collapsed sub-grids, each corresponding to an item or a collection of like items from the selected column. If the sample grid shown above is grouped by the Type column, the new grid shows two collapsed sub-grids, one containing Manager data and one containing Worker data.

The numbers in parentheses show how many rows each sub-grid contains. To expand a sub-grid, click the plus sign (+) located to the left of the header.

Within each sub-grid, you may continue to re-sort columns and drag and drop them into new locations.

To restore the original grid, drag and drop the column header anywhere in the sub-grids.

You have the ability to group as many columns as you want.

To focus the grid on a particular row or group of rows, move the pointer to rest on the Options button, and click the Show Filter Row option on the drop-down menu.

A row with an Equals button ( ) in each cell is inserted at the top of the grid.

Click to open a drop-down menu of search criteria for the column.

Select one of the menu items. The icon corresponding with the menu item replaces the Equals sign on the button.

After you make your selection, double-click in the top cell to enable it for entry. Type directly in the cell (partial entries are acceptable).

Press Enter. The grid refreshes to show only the row or rows that contain the entry most closely matching yours.

If you want to hide the column containing the red-and-white Delete buttons ( ), move the pointer to rest on the Options button, and click the Hide Delete Column option on the drop-down menu.

The Delete column is hidden.

Saving and Resetting Layouts

You also have the options to save a particular grid layout or reset the grid to the way it was the last time it was saved. To select either option, move the pointer to rest on the Options button, then over the Layouts option. Another drop-down containing the Save and Reset options opens. Click the option you want.

Adding a Project

While adding a G/L account, you can also add a project associated with the account. After you select or enter an account and go to the next field, a new entry box appears below the account you entered. Select or enter a project or click the Search icon () to find a project. Press Enter at the end of the row to save the data and move to the next row.

Selecting a Due To/Due From Fund

While adding a G/L account in some grids, you can also optionally select a Due To/Due From Fund(s) in the drop-down list. Press Enter at the end of the row to save the data and move to the next row.

You can also disable the Due To/Due From column. It may be useful to hide this column if your organization does not require you to enter this information for the entry. It can increase the speed of your entries by being able to bypass this field. See Enabling/Disabling Columns for more information.

See Also

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