Wednesday, February 08, 2012

sage evolution: Sorting & Grouping Transactions for easier viewing

How to sort & group transactions in Sage Pastel Evolution for easier viewing:

    •    On any screen where grid columns display information, e.g Receivables, Item Maintenance, Enquiries, or Inventory, you can use standard grouping, sorting & filtering functions to arrange the transaction or records in the most suitable sequence.
    •    By clicking on a particular column, it will allow the data to be viewed in either ascending or descending order.
    •    Group by Column or category.  Above the column names there is an unused area labelled Drag a column Header here to Group by that Column.
    •    Drag the field name into the empty area.
    •    Add more groupings by dragging their names into the grouping area.
    •    Change the grouping order by dragging the fields in the grouping area and placing them in the sequence you need.

 

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