TRX Essentials

KEY

Function

Description

 

 

 

 

 

 

“The Mouse”

The mouse controls the movement of the cursor or pointer on

your display screen. As you move the mouse, the pointer on the display screen moves in the same direction. The function of the mouse m in TRX Enterprise is get to a field to make a change in that specific field. To move the cursor into a TRX field, move the cursor to the desired field and click with the mouse in the field. The cursor will now flash in the field. In TRX Enterprise, the mouse should not be used to navigate

through a screen, for that purpose you must use the “Tab” key.

 

 

Enter Query Mode

Put the current screen in a search mode. A query searches the database for information that matches data the user enters in search fields. After pressing F7, the screen enters query

mode allowing the user to enter search criteria.

 

 

 

Execute Query

Executes the search criteria entered after pressing F7. All records matching the search criteria will appear in the screen. (Note: The F7 and F8 keys work in conjunction with each other. You can not use one without using the other.

 

 

List of Values

Will display a list of available choices when available. Using the List of Values makes the entry field easier to use because it allows the user to click from the list rather than typing data

in the field.

 

 

Save

Save the information on the current screen. When you press F10, the information you entered in the screen will be saved to the database. If you do not press F10 before exiting the

screen, the data will be lost.

 

 

Move

Move to the next field. When you press the Tab key in TRX

Enterprise, the cursor will move to the next data entry field. Tabbing will skip fields that you are not allowed to enter with

data.

 

 

 

Move Up and Down

Move between the search criteria in the top portion of the

screen and the search results in the bottom portion of the screen of any of the TRX Enterprise “Find” screens. Can also be used to scroll through pages at a time in any “Find” results.

 

 

%

 

 

Percent Sign

This is Oracle’s “Wild Card” identifier. It is used to signify a

wild card when searching. The % sign stands for any combination of letters. Use the wildcard along with a string of text you would like the matches to contain. For example:

%brush - will search for all words in the selected field that end in “brush”. Brush% - will search for all words in the selected search field that begin with "Brush".

 

Gray Field

 

Information Field

This field is identified as a field that contains information

retrieved by TRX Enterprise. Information may not be entered in these fields. They are display only fields.

 

 

KEY

Function

Description

 

Dark Gray Field

 

Drill Down

Open the detail information concerning the displayed data.

Double-clicking on data in a dark gray ‘drill down’ field will retrieve additional information.

Yellow Field

Enter New Data

Allows you to enter data in the field. Shows current placement of the cursor.

 

White Field

 

Data Entry Field

Allows you to enter data in the field.

 

Green Screen

 

Data Entry Screen

Screens that have a “Green” background are considered data

entry screens. These are the screens used to enter and manipulate data.

 

Blue Screen

 

Query Screen

Screens that have a “Blue” background are considered

“Query” screens. These screens display information for the purpose of reviewing. You can not make changes in these screens.

Clear

Clears the screen of all information.

 

Enter / Execute Query

Toggles between & “Enter Query Mode” and * “Execute Query”

Save

Saves the information on the current screen to the database.

 

 

Print

Will execute the report if you are on a report or in a section

that generates; otherwise, it will produce a print out of the current screen.

 

[Shift] + [F8]

 

Print

This is an alternate means of printing a report

 

List

Will display a list of available choices when available.

Help

Will display the available function keys or the TRX Users

Manual.

Exit Cancel Query

Closes the current screen.

 

 

New Record

Will add a new record to the screen and module that you are

currently in. Very useful when entering new master records like customers, inventory items, and vendors.

First Record

Navigate to the first record in the selection.

 

 

KEY

Function

Description

Previous Record

Navigate to the previous record in the selection

Next Record

Navigate to the next record in the selection.

Last Record

Navigate to the last record in the selection.

Delete Record

Delete the current record that you are currently in.

 

Document Management

This icon will open up the document management screen in

many modules. Document management will allow you to attach documents form your computer to individual records.

 

Query/Edit modes

Toggle icon to switch between green and blue screens, only when you have appropriate permissions.

[Shift] + [Tab]

Reverse Tab

When pressing the shift + the tab key you will make your

cursor go backwards one step to the previous field.

[CTRL] + C

Copy

When you press The CTRL + C together when you have text

highlighted in TRX you will copy it to your Windows clip board

[CTRL] + V

Paste

Once you have copied something to your clip board you can

use CTRL + V to paste it somewhere else.

 

[CTRL] + [Print Screen]

 

Print screen

Whenever you have an issue that you need to send to support

you can use the Ctrl + Print screen to copy a screen shot to your windows clip board and then use paste to copy that print screen into your email body. Always slide the error message to the side and copy both the screen shot and error message.