TRX Basics Training Guide
- Stephen Juliano
Screen Color:
In TRX there are two different screen types. One is the data entry screen. These screens are used for
entering any form of data from customer records to units of measure. Example:
The other screen is the query screen. These screens are for viewing information without the ability to edit anything. Example:
Toolbar:
Throughout TRX there is one piece that is always existing – the toolbar. Though portions of the toolbar
may change the first 13 (from left to right) are always there. These are the static buttons. Beyond that
there are a few Dynamic buttons that vary based on the screen open.
Static Buttons
Clear Button
This is the “Clear” button. Clicking this button will clear the current content from the screen.
Enter/Execute Query
This is the “Enter/Execute Query” button. The hotkeys associate this it are [F7] (Enter Query) and
[F8] (Execute Query).
Save Record
This is the “Save” button. Clicking this will save the content of the current screen. On certain
screens, TRX will not save unless all of the required information is entered. The hotkey for this is [F10].
This is the “Print” button. Clicking this will either print an image of the screen or print the report.
The hotkey for printing a report (on a specific report screen) is [F10]
List
This is the “List” button. Clicking this will bring up a list of values or search screen for the field
currently selected. The hotkey for this is [F9]
Help
This is the “Help” button. Clicking this will bring up a help menu for the screen (if available).
Exit (Red Door)
This is the “Exit” button (better known as Red Door). Clicking this button will either take you out of Query Mode (achieved by using hotkey [F7] or clicking the Enter/Execute Query button) or close the
screen. The hotkey for this is [Ctrl] + [Q].
New Record
This is the “New Record” button. Clicking this will, in sections of detail such as creating
salespersons, add another line on which to enter data.
First Record
This is the “First Record” button. Clicking this will bring up the first record available in the executed
query. The hotkey for this is [Home].
Previous Record
This is the “Previous Record” button. Clicking this will bring up the previous record in the executed
query. The hotkey for this is [Page Up].
Next Record
This is the “Next Record” button. Clicking this will bring up the next record in the executed query.
The hotkey for this is [Page Down].
Last Record
This is the “Last Record” button. Clicking this will bring up the final record available in the executed
query. The hotkey for this is [End].
Delete Record (Red X)
This is the “Delete Record” button (better known as the Red X). Clicking this while in the header
record will delete the entire transaction (Orders, POs, etc…). Clicking this while in the footer/detail
record will delete the specific item selected (Line Items, Contacts, etc…).
Dynamic Buttons
These will change depending on the Screen.
Process (Lightning Bolt)
This is the “Process” button (better known as the Lightning Bolt). It appears on many screens
where a transaction can/needs to be processed. It does not appear on report screens or query screens.
Toggle Edit
This is the “Query Mode” button. Clicking this will change the screen from green to blue – locking
the screen from data entry/change.
This is the “Edit Mode” button. Clicking this will change the screen from blue to green – unlocking
the screen from data entry/change.
Print Form
This is the “Print Form” button. Clicking this button will print the report associated with the open
screen (Examples: POs, Customer Statements, Invoices, etc…).
Duplicate Contact
This is the “Duplicate Contact” button. This is specifically found with Customer and Prospect
records. Click this duplicates a customer/prospect contact.
Document Management
This is the “Document Management” button. Clicking this button brings up the document
management feature – allowing for the storage of documents on records in TRX.
Navigation
When navigating in TRX REFRAIN FROM USING THE MOUSE. Use the [Tab] and [Enter] keys to move
forward through the screen and [Shift] + [Tab] to move back up the screen. Doing this ensures TRX can make all the calculations it needs to. Certain instances, such as checkboxes, will require mouse use, but for the most part all navigation in screen can be done through hotkeys. If there is concern as to which field is active, look for the yellow field. The cursor is always in the yellow field
Special Navigation (Search Screens):
When navigating in a search/find screen the [Page Up] and [Page Down] keys are used to toggle
between the search criteria and the search results. Once the desired result is highlighted, press the
[Enter] key to select.