F4 - Folders

This function is used to either hide or display the folders in transactions. Both transactions and utility-type forms offer folders. Folders in transactions are either minimized (partially hidden) or maximized. Many utility-type forms (maintenance, inquiry, etc.) also offer folders, but these tend to be static (folders are always displayed and the Folders (F4) function isn't enabled).

When folders are minimized, the panel contents are hidden, and only the tab headings are visible (along the bottom of the transaction form).

Data shown by folders is only retrieved (updated) when the folders are maximized. Having folders displayed can slow performance if done while a transaction is importing or retrieving large number of records.

When maximized (expanded), folders provide additional inquiry and input options regarding any relevant information such as customers, items, vendors, and relevant documents. Folders are also be used to view or add attachments and sometimes allow comments that can be saved with either a detail record on the document or the overall document (once created).

Folder contents vary by application. Some elements such as Info, Entry, and Document will appear in most folder areas, but not all. These allow for entry/display of notes and "attachments." Attachments link to either documents (transaction type such as a sale or purchase order) or a record structure (an item, vendor, or customer, etc.). Document based attachments appear under the "Document" tab. Record based attachments appear under the "Entry" tab.

For more information about the Folders (F4) function and specific information regarding the folders found in each application area, please see the Topic section named "Folders."