Keyboard Shortcuts

Do you know that Acctivate has a whole host of built-in shortcut buttons (sometimes called hot-keys) that are designed to save you time and effort when doing repetitive tasks in the system?

These shortcut keys are designed to allow users to enter and retrieve information from the system with the least amount of effort. Instead of only using the mouse
to click icons, users can save time by using a combination of the mouse and shortcut keys.

Shortcut Key Examples
Some of these shortcuts include pressing Ctrl-E to edit most records and Ctrl -S to save them once they’re open. Ctrl -N will create a new record (e.g., sales order) or F5 to refresh the window with any changes. Also, holding down the Alt key will show the accelerator keys for the main menu. When doing this, continue to hold the Alt key down to see the accelerator keys within the open menu.

Use the F4 key to open lookup windows


One of the most handy shortcut buttons that exists in the entire Acctivate system is the ability to open just about any lookup window in the system by pressing F4.

For example, you can use this shortcut to open lookup windows in the Customer Information window, Sales Order window, Purchase Order window, Product Information window and more.

Standard Shortcut Keys
Ctrl+N Adds a new entry to the window you are on. For instance if you are on the Sales Order Window, it will add a new order.
Ctrl+Shift+N Copies the information that is currently on the window to make a new entry. For example, copies existing sales order to make a new duplicate one.
Ctrl+E Allows you to edit information on the current window.
Ctrl+D Delete/Cancel Gives you the ability to delete or cancel a complete entry in Acctivate.
Ctrl+S Save the current window that you have open in Acctivate
Ctrl+U Undo reverts to the last saved version of the currently opened window
Ctrl+P Print opens a preview of the standard report for the opened window
F5 Refreshes the window to the latest changes made to the database.
F4 Open Lookup Window
F1 Open Help files
Main Menu Accelerator Keys – hold Alt key down for internal menu shortcuts
Alt + F Open File menu (+ B for Backup Company, etc.)
Alt + R Open Alerts menu (+ A to bring up Business Alerts window, etc.)
Alt + A Open Business Activities menu (+ A to open Business Activity window, etc.)
Alt + C Open Customer menu (+ C to open Customer Information window, etc.)
Alt + I Open Inventory menu (+ P to open Product Information window, etc.)
Alt + P Open Purchasing menu (+ O to open Purchase Order window, etc.)
Alt + S Open Sales menu (+ O to open Sales Order window, etc.)
Alt + K Open Packaging menu (+ R to view Packaging/Shipping Reports)
Alt + B Open Web Store menu (+ W to open Web Store sync utility, etc.)
Alt + E Open EDI menu (+ E to Process EDI transactions)
Alt + Q Open QuickBooks menu (+ S to Synchronize with QuickBooks, etc.)
Alt + W Open Window menu (+ H to Tile Horizontally, etc.)
Alt + H Open Help menu (+ T to choose Acctivate Support menu, etc.)
Business Activity Window
Ctrl+L Add Note when an activity is open and in edit mode, this shortcut allows you to automatically enter a new note to track on the Notes tab.
Ctrl+T Add Time when an activity is open and in edit mode, this shortcut allows you to add time in the Time tab.
Ctrl+M Add Material when an activity is open and in edit mode, this shortcut allows you to add materials in the Material tab.
Ctrl+Shift+E Opens a window to enter and send an email message from within the system.
Ctrl+Shift+N Creates Related Business Activity linked to the current Activity
Ctrl+Shft+S Create Service Order based on the related customer and time and/or materials entered on to the activity
Business Alerts Window
Ctrl+O View Selected Item: opens the Business Activity window for the currently selected activity
Drop Ship Wizard
Ctrl+O Create Purchase Order for each drop-ship line in the data grid that has its box on the left checked
Ctrl+Shift+A New Activity creates a new business activity linked to the product.
Purchase Order Window
Ctrl+L Print Product Labels for products on the PO.
Ctrl+Shift+P View Product opens the Product Information window for the currently selected product in the Detail tab
Ctrl+Shift+A Creates a new business activity linked to the PO.
Ctrl+R Initiates an inventory receipt for outstanding products on the purchase order.
Ctrl+I Initiates a Purchase Invoice for the Purchase order.
Purchase Invoice Window
Ctrl+I Creates a purchase invoice to complete the payment end of your purchse.
Ctrl+P Print purchase order of the purchase invoice.
Ctrl+Shift+Z Open the Purchase Order of the invoice.
Ctrl+Shift+P Show Product opens the Product Information window for the currently selected product in the Detail tab.
Sales Order/Quote/Service Order/Credit Memo Windows
Ctrl+D Cancel Order, changes order status to canceled.
Ctrl+I Create Invoice releases an order for invoicing.
Ctrl+Shift+T Print Pick Ticket opens a preview of the pick ticket to print for distribution to operations personnel.
Ctrl+Shift+D Print Pack List opens a preview of the pack list to print, in order to place on your shipment.
Ctrl+Shift+C View Customer opens the Customer Information window for the current order, quote or credit memo.
Ctrl+Shift+A Creates a New Business Activity linked to the order, quote or memo.
Ctrl+Shift+P View Product opens the Product Information window for the product currently selected in the Detail tab.
Ctrl+Shift+O View Purchase Order for the currently selected product in the Detail tab, if it is a drop-ship or special order product -the purchase order must have already been created.
Ctrl+Shift+L Allows Serial or Lot Numbers to be entered for items in the Detail tab that require that information.
Ctrl+Shift+B Shows the Components of the selected product in the Detail tab if it is a kit, custom kit, assembly, custom assembly, variable build/batch or an assortment.
Enter or Ctrl+L Move to Next Line when an order, quote, or credit memo is being edited allowing you to enter a new product in the Detail tab.
Ctrl+Shift+Z Track Package opens the website of the shipping provider (UPS or FedEx) for the package selected in the Packages tab or the invoice selected in the Invoices tab.
Special Order Wizard
Ctrl+O Create a Purchase Order for each special order line in the data grid that has its box on the left checked.
Ctrl+Shift+O View the Sales Order window for the currently selected special order line.
Quick Quote Window
Ctrl+N Instantly deletes any information already in this window to enter new information. The action is immediate, and there is no confirmation prior.
Ctrl+Shift+C Show Customer opens the Customer Information window for the customer in the Customer field.
Ctrl+Shift+P Show Product opens the Product Information window for the product selected in the data grid.

 

Posted in Technology - Last modified on August 18, 2015Lauren Stine
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