Create a New Record from the Shortcut Bar

You can create primary records from the Polaris Shortcut Bar, but not records that are dependent on another record for their existence. For example, you can create a purchase order, but not a purchase order line item, with this method.

To create a record from the Polaris Shortcut Bar:

Tip:
Click new_doc_icon.gif or press CTRL+N to display the New dialog box.

  1. Select File > New from the Shortcut Bar. The New dialog box appears.

Tip:
Type the first letter of the record type to go to all records that begin with that letter. For example, type i to go to Invoice and scroll slightly to see Item Record and Item Template.To limit the record types in the Objects list, select the subsystem in the View box.

  1. Select the appropriate record type in the Objects list.

If templates are listed, and you want to use one, select Existing template, and select a template. If you are creating multiple records using the same template, you can select the template, and select the Make session default box. When you create the next record of the same type, the template is automatically selected.

  1. Click OK. The workform appears.
  2. Enter information in the workform.
  3. Select File > Save to save the record. A message in the status bar indicates the record was saved.