Wizards
Wizards provide a graphical representation of your progress when you perform a series of dependent steps in a logical order to complete a task.
Transactional entry functions, such as Sales Order Entry and Purchase Order Entry, use linear wizards. In addition to tracking your progress, you can use the wizard to navigate the function. Sometimes, you can skip steps and move backwards. For example, in Sales Order Entry, you can move from Select Products to Collect Payment without viewing Taxes and Totals. If a view is not represented with a blue circle, you cannot return to that view.
Use these keyboard shortcuts to navigate linear wizards:
- To advance to the next step, click your current step, press to highlight the next step, and then press .
- To return to a previous step, click your current step, press to highlight the previous step, and then press .
Reports use stepped-process wizards. In a stepped-process wizard, you must use the button in the toolbar to advance to next step. To return to a previous step, press the to highlight the previous step, and then press .