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14 Days of Sage ERP X3 – Day 4 of


14 – Short-Cut Keys
Joe Noll

5-6 minutes

Well today I would like to elaborate on the Short-Cut Keys in


Sage ERP X3. This might seem like it should not be that big of a
topic but you have to remember that the same code base is
used for what I call the thick-client (or rich client) user interface
and the web interface. The application can run on Windows or
Linux. So there are a few anomalies from what some standard
Windows users might be used to.

This is not meant to replace SageU training or documentation. I


just felt it necessary to provide you with a general understand of
the definitions since I have referred to a few of these in prior
blogs and I will be doing so in future blogs.

Well let's start from the top. This is one everyone should be
comfortable with. I will use the Customers form to discuss this
various short-keys since this was the form I mentioned in my
previous blog. You can launch this form by going to Common
Data -> BPs -> Customers.

F1 – Displays help for the Current field

Beware not every field, but almost every field will contain help.
Some of the fields will be more useful than others. This shows
the field name of the Customer field. This corresponds to the

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14 Days of Sage ERP X3 – Day 4 of 14 – Short-Cut Keys about:reader?url=https://www.rklesolutions.com/blog/14-days-of-sage-...

database field name.

F2 – Opens a field (you can also double-click the left


mouse)

For example in the image below you can see that I am sitting on
the Address CRP1 for Customer C6001. However until I press
F2 or Double-click on the field I can't enter into that field.

The same form below after pressing F2. You can see the cursor
is now in the field.

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F4 – Displays Pop-up Option Menu (you can also right


mouse click)

The field that was selected below was the Customer. By


pressing F4 or right mouse click you will be presented with a
Context menu. You can further execute this menu with your
keyboard as well by pressing the down arrow to scroll down the
list. Once you get to the item you wish to execute you can press
the enter key. You can also use your mouse to select one of the
menu options.

F5 – Used to Refresh a List or Window

Suppose you have filtered the search on the Left List as show
below you can see a filter is on the Customer column. I have
this filtered to just include Customer's that begin with 'C'. If you
press F5 this will take the filter off and refresh the list with all
customers.

F6 – Displays the Screen Name, Field Name as well as Data


Type or Sizing Information in Respect to the Current Field

I pressed F6 while on the Customer field of the Customers

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window. You can see the Field name and Screen name in the
Title bar of the window below. You can also see that Data Type
and Length of the field.

F7 – This Window has Multiple Purposes

Allows you to Key-in or Lookup a Window or Screen and go


directly to it by entering the function name and click the blue
process button to the left of the field. You can also do an F5 or
right click context menu lookup to select a function name.

Allows you to Key-in or Search for the Title (Name/Description)


of a Window or Screen and go directly to it and click the blue
process button to the left of the field. You can also just enter part

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of the name of the function description as I have below. You can


click on the Ok or just press enter. It will return your results lists
as shown in the second screen shot. You can just click the blue
process arrow in the Access column to go directly to that
function.

It returned the results where it found Order in the Access path


results from your Search criteria above.

Shows a History of Processes that were run by the Current


User, this shows on the right of the window below, you can

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launch to that function by clicking the blue process arrow to the


left of the window name.

F8 – Display the Last Read List

F9 – Tunnels to the Entered Value's Setup Function

If I press F9 while on the Category field below it will take me to


that Fields parent form

F11 – Displays an Objects Properties

This will show the history behind the parent property of the

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object you are on.

F12 – Opens a Selection List for the Current Field

This is similar to using the F5 context menu above but only


shows the select list for that field instead of all the other menu
options.

Shift+F1 – Displays Help for the Current Function (Task)

This is not available on every function and has limited data


related to it.

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Alt+F1 – Show Parameter Help

This shows the use of a parameter, level of localization, and it


global variable association. This is not available on every
function has limited data related to it.

I hope this makes your UI experience more valuable. In my


opinion it is not quite as user-friendly or rich in feature set as it
could be. I would like to see some short-cut keys for the page-
frame tabs within the windows as well as short-cut keys for the
action menu items such as Save, Create, Cancel, End, etc.

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