Document Time Sorting Options
The system has context menu option in that appear for different modules.
For sorting we have item sorting and account sorting.
There is one more option for sorting but it is not a document time sorting option and this is BP sorting.
Item sorting
In modules where there is item selections you can change the sorting selection by right clicking in the item column and selecting 'sort'
this will toggle between sorting by item code and item description.
Account Sorting
In modules where the account column is there you can change the sort order by right clicking in the account column and selecting sort.
this will toggle between sorting by account code and account description.
BP Sorting
BP sorting is not document time changeable. which means you cannot change the sorting order when creating a document.
the setting can be found
Maintenance -> User -> User Default Setting.
here you can also set your user level item and account sort order.
Related Articles
Document Layout display
When the preview of the document layout looks compressed or shifted to onside or the other. this is likely due to the DPI issue. you can reference Windows DPI scaling to adjust your settings. alternative if you do not wish to adjust your scaling, you ...
Upload my customized document layout.
Customized document layout will come in a dot XML extension file. Step 1 Click Maintenance -> Updates -> Document Settings Import Step 2 Select the location where the layout is. then click on 'Get Document' a list of the customized layouts will ...
Adding a subtotal to a document.
To create a subtotal in a document similar to the following Step 1. Create a new item group. for Type set it to 'Remark' for Subtotal Level set it to 'Level 1 Reset' there are 9 grouping levels to use. 'Reset' means to reset the count. 'Accumulate' ...
2.0. Change Printout Format for Quotation
How to Change Quotation Printout Format? Changing the printout format for a quotation in OCi SAM allows you to customize how the quotation document appears when printed or exported. This is important for presenting a professional image to customers, ...
1.0. Overview Periodic Versus Perpetual
Periodic Inventory System Periodic inventory counts (such as once a month, or at the beginning and end of each year), and does not have an accurate record of the inventories in between these points This system does not keep continuous, ...