Working with Records

This page describes some of the basic methods for working with records in Standard ERP.


Inspecting Records

When you wish to work with a particular record, you can open it in a record window using one of the following methods. Each method will give the same result.
  • Double-click (Windows/macOS) or tap (iOS/Android) the record in a browse window.

  • Select the record in a browse window and press the Enter key on your keyboard (Windows/macOS only).
After opening the record in a record window, you can edit every field in the usual way. Some fields may be locked due to relations to other functions in the program. If this is the case, Standard ERP will tell you.

Creating Records

You can create a new record from a browse window or from a record window, using the following methods:
  • Select 'New' from the Create menu (Windows/macOS) or + menu (iOS/Android);

  • Select 'New' from the Record menu (which has a 'cog' icon if you are using iOS or Android); and

  • Use the Ctrl-N (Windows) or ⌘-N (macOS) keyboard shortcut.
You can also create a new record from the Navigation Centre, using the following method:
  • Open the + drop-down menu in the Button Bar of the Navigation Centre (in the top right-hand corner if you are using Windows, iOS or Android, towards the top left if you are using macOS), and select the register in which you want to create the new record. In all cases, a blank record will be opened in a record window.

Duplicating Records

You can copy a record from a browse window or from a record window. Select the record you want to copy and:
  • Select 'Duplicate' from the Create menu or + menu;

  • Select 'Duplicate' from the Record menu; or

  • Use the Ctrl-K or Ctrl-Y (Windows) or ⌘-Y (macOS) keyboard shortcuts.
A new record will be created. Information from almost every field in the original record will be transferred to the new one. In many cases, dates will not be copied, with the current date being used instead.

Deleting Records

  1. Open the record that you want to delete in a record window.

  2. Select 'Delete' in the Record menu.
You cannot delete a record that is used by other transactions, such as an Account.


You cannot undo the deletion of a record.

In most cases, you cannot delete a record directly from a browse window. You must open the record in a record window first. The exception is a Mail, which you can only delete from the browse window.

When you use the 'Delete' command, you will usually not be asked if you are sure you want to go ahead with the deletion. If you would like such a warning to appear, select the Prompt When Deleting option in the Local Machine setting in the User Settings module. In a multi-user system, you will need to choose this option separately on each client machine.

You can prevent a particular user or group of users from deleting records using Access Groups, by denying them access to the 'Deleting Records' Action.

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