Sage 300 Keyboard Shortcuts & Hotkeys

2/9/2016

Data entry is inevitable in accounting, but that tedious "heads down" work doesn't have to take up so much time. When entering a large volume of transactions, switching between your keyboard and mouse can be extremely inefficient. It not only slows you down, but it can break your concentration and cause errors.

In Sage 300, there are a set of keyboard shortcuts and "hotkeys" (keys you press on your keyboard that perform a predefined function) that save you time navigating your ERP system. Here's a complete guide along with other useful icons and shortcut buttons.

Sage 300 Navigation Shortcuts

Keyboard Button (Left) - Resulting Action (Right)

Page Up - Go the first (top) record visible in a list.
Page Down - Go to the last (bottom) record visible in a list
Ctrl/Page Up - Go to the first record in a Finder list.
Ctrl/Page Down - Go to the first record in a Finder list.
Ctrl/Tab - Move out of a grid or list to the button or field following the grid or list.
Ctrl/Shift/Tab - Move out of a grid or list to the button or field directly above the grid or list.
Home - Go to the first entry in a list.
End - Go to the last entry in a list.
Alt + C (or Alt + F4) - Close a form or dialog box
Alt + E - Open the Set Criteria dialogue box to specify records that will be displayed in the Finder
Up Arrow/Down Arrow - Go up or down one line in the grid
Esc - Cancel/close a pop-up window (for example, the calendar, or a screen opened with the Zoom button.)

Sage 300 Data Display & Editing Shortcuts

F1 - opens Sage 300 Help files (contextual to the screen that's currently open)
F2 - Turn on edit mode in a list or grid (press again to turn off).
F4 - opens/displays the calendar for a date field
F5 - opens the Finder window
F7 - refresh the record (activates the "Go" button displayed on many screens)
F9 - opens detail entry screen that displays more information from the record
SHIFT + F9 - opens a second level detail (aka Zoom Detail) from a detail form
Insert - insert a blank row in a grid to add a new record
Ctrl + Insert - begin a new entry when you are pointing to a field that has a New button beside it
Delete or Alt + D - Delete the selected row or record
Alt + S - Save changes to the displayed record
Alt + A - Save a new record
Alt + P - Print Reports
+ - launches popup calculator
Spacebar - toggle yes/no in checkbox fields

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4 Comments

Django Dunn

6/11/2013 04:21:39 am

When the focus is in a numeric field you can press the + key on the numeric keypad to display a calculator.

Erica

4/9/2015 12:46:19 am

Is there a keyboard shortcut for the "next" function. to move between items when in IC.

Django Dunn

4/15/2015 05:24:54 am

Page Up/Page Down works on some screens. In 2012 and 2014 it works on the Item screen.

Ray

9/21/2017 01:30:08 pm

Hi guys, so I got a new laptop at work and had the it guys sort out all the installations ect. For some reason my "." on the number side won't work anymore it onky works when u use a comma, this is really frustrating when it comes to adding prices and I need to add cents ect. Also for some reason my insert key also won't work so I can't add a new line... is there any simple solutions? It's a windows 10 hp laptop

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Sage 300 Keyboard Shortcuts & Hotkeys

Sage 300 Navigation Shortcuts

Sage 300 Data Display & Editing Shortcuts

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