Quick Maintenance or the ability to enter entities, such as new customers, terms, classes, etc., during data entry is available throughout ObjAcct.
NOTE: In general Quick Maintenance is available for each entity in each Activity and List screen. There are two exceptions:
| • | Quick Maintenance is not supported for the Task field in the Activity screens. |
| • | Also, if the Company Setup, Validate Jobs By Customers field is checked, Quick Maintenance is not available on the Job field in the Invoice/Credit Memo, Customer Payment, Estimate or Sales Order applications. |
Follow these steps to add an entity using the Quick Maintenance feature:
1. For each entity dropdown list, the first entry in the list is <New...>. Select the <New...> option and the list screen for the entity will pop up.
2. Enter the required data fields for the entity and click Save.
3. The new entity will appear in the entity field.
For example, if you need to add a new Class while entering Journal Entry. Select the <New...> option from the Class dropdown list.
The Class Edit Window opens and allows you to enter a new Class ID. Click on Save.
The newly added class ID, "New Class" is defaulted into the class field in the Journal Entry transaction.
