Basic Description of K2 Program

Basic Description of Screens

There are three basic types of the screens presented in K2 Information System:

• desktop,
• book,
• form.

Further, there are subsidiary screens that simplify programme operating and will be described in the next text (for example filters, various auxiliary lists on offers etc.)

Desktop

The "K2 luna" desktop is the default desktop in the system K2.

Picture: Desktop - K2 luna

The desktop is divided into 3 parts:

• Navigation panel (left column) - it includes navigation buttons,
• Main area - it displays currently open book, documents, functions etc., which are used right now,
• Notification panel (right column) - it includes the tab with notifications.

Picture: Desktop

Desktop Items:

1. Open tab in the main area of the desktop.
2. The name of the user currently logged on to the system.
3. Name of the Company on whose data we are working at this moment.
4. A path to user's directory.
5. The currently set desktop.

Picture: Desktop - the main screen

You can open individual modules from the desktop (books of modules, code lists). Further, you can run the function of K2 in menu, eventually you can modify the desktop design.

Change of the width of columns

In the desktop settings, there it is possible to add "splitters" to edit the width (height) of individual columns and other components of the desktop. The size can be changed by pressing the left mouse button on "splitter"and by dragging onto the required position.

Picture: Desktop - change of the width of columns

Functions of the system K2 menu

There is also the function About K2, by which you can open the form with basic information about the version, besides the standard functions in the main menu. From the main menu you can also run Remote assistance or the list of desktops under the option Desktops. The individual desktops are either preset or created by the user (the further information about saving desktops are stated in the Desktop administration chapter).

Picture: Desktop - Menu

Picture: About K2 form

Picture: The list of desktops after pressing the Desktops option in the K2 main menu

If you select other than preset desktop (your own created desktop), then the option Edit desktop will bedisplayed in the main menu in addition. The further description of this function is described in the Desktopadministration chapter.

Picture: Main menu options after setting "own" desktop

The functions About K2, Remote assistance and Desktops can also be started from the bottom panel K2. Remote assistance is located under the Help and support option. There is also Contents and Index to get help from.

Picture: Desktop - Help

Desktop - navigation panel

The navigation panel serves for quick start of the functions, it contains the following buttons:

Picture: Desktop - navigation panel

Buttons' Description:

1	It displays the initial screen in the main area of the desktop.
2	It displays a tab with tree menu, Default tab and Favourites tab.
3	It displays tabs with a list of recently launched functions and the history of the displayed entries.
4	The button displays a number of received notifications (number in the red frame). A notification panel is displayed after pressing this button.
5	It displays the information panel with messages from the helpdesk.
6	Button to switch a company in a client. For more information see the Administrator, the Administration of own companies chapter.
7	Button for desktop settings.
8	When pressed, the button turns red, and when pressed again, the user is logged off and K2 is turned off. (There is a double confirmation here to prevent the K2 from being accidentally turned off.)

These buttons run functions into the main area of the desktop.

Last run

This button shows the most recently run books, scripts, features, etc. Shows only the 15 most recent records. The records can be grouped acc. to types using the button shown in the red box.

Picture: Last run - Not grouped Records

Picture: Last run - Grouped Records

Double mouse click on the icon to run the function, book, etc.

Further possibilities to work with records

Picture: Last run - options

After pressing the right mouse button on a record, the same options as on the Favourites tab of the desktop will be displayed. The record can also be deleted by Remove option or by Delete key.

Add to favourites option inserts the record as icon into the Favourites tab.

Copying of records

• Click by the right mouse button - select Copy option and after that click by the right mouse button - and select the Paste option. Records are inserted into the left part of desktop, into the Favourite tab.
• Drag to Favourites tab.
• The Ctrl+C (copy) and Ctrl+V (paste) keys shortcuts also work. You can insert it into the Favourites tab.

Note: Records are inserted into the Favourites like icons.

Attention:

The function starts the panel with incoming notifications in the main desktop part. The number in red box notifies about the number of received notifications. This panel is the same with notification panel, and so all the functions are the same. Description about notification panel is in Notifications chapter.

Picture: Desktop - Notification

History of records

There is a list of documents that were edited on the History of records tab. If you press the icon Follow also visited records (in the red frame), the history of documents that we only visited and did not edit them is also saved.

Picture: Desktop - History of records

History of records is saved for User and Client. In the heading of the history of records, there is a name of the client, who the history is displayed for.

Picture: History of records - display the Client

If there is a cursor over the record, a "hint" date and time when the record was displayed/changed is displayed.

Picture: History of records - date and time

You can switch over the document from history by double click on the left mouse button. E. g. open a release note that is indicated by a green frame on the picture above.

Picture: Opened release note

If you switch to a document that you did not only browse in the past, but you also edited it, then at the document the symbol is changed into the sign .

Picture: Record of modified invoice out

Picture: Record of modified invoice out

Further possibilities of work with history of records

Picture: History of records - possibilities

After pressing the right mouse button on a record, the same options as on the Default tab and the Main menu tab of the desktop will be displayed. Copying is same as for History of functions.

Grouping records

For a better transparency among records you can use the function Display groups (in the red frame). This function groups the records according to a book (data module), in which the record is located.

Picture: Not grouped records

Picture: Grouped records

User manual K2 and Helpdesk

This function of navigation panel includes two tabs: User manual K2 and Helpdesk.

User manual K2

This tab displays the most up-to-date information about K2 atmitec. E. g. information about upcoming workshop, about new version releases, etc.

Picture: Desktop - User manual K2

Helpdesk

The helpdesk tab contains the news and error messages. It is possible to filter individually news and errors. Filter the news by the button and the errors by the .

- it refreshes the page with helpdesk.

Picture: Desktop - Helpdesk

helpdesk Customer Support

IS K2 enables the users to publish the contributions to helpdesk customer support directly from the desktop. This function is accessible to the user who is linked with a contact person, who has set the appropriate login data into the helpdesk on the page E.

Picture: Login to the helpdesk

In the form for entering login data into the helpdesk, it is necessary to set the option helpdesk in the Web field. According to this setting, the program identifies that it is the login information to K2 helpdesk and makes it possible to enter requests of the customer support from the K2 IS accessible.

If there is no already existing Helpdesk in the Web - Books code list, we can create it by pressing the Ins key. In the new record form, fill in only the Abbreviation and Description fields.

Picture: Web form - new record Helpdesk

Save a new record by using F2 key. A message "There is no tree assigned to the web. Do you want to save the record anyway?" appears after saving. Confirm YES, it is not necessary to define any tree.

New helpdesk requirement

This option is available only after the fulfilment of all conditions, it means Interconnecting IS K2 user with a contact person and setting access data on the appropriate contact person. By icon The New requirement form serves to create record in Helpdesk and specify its properties. After you meet all conditions, i. e. connect IS K2 user with the contact person and set access data on the given contact person, the possibility will be available. Form New requirement then creates the record in Helpdesk and its properties.

Picture: New requirement form

Fields' Description:

Requirement name	The field for entering a contribution name of helpdesk customer support.
Requirement type	Customer support requirement type: New requirement Requirement std. K2 Requirement spc. K2 Service requirement Error std. Error spc. Other
Requirement priority	Customer support requirement priority: Critical Urgent Stopped Not urgent Normal New requirement
Steps to reproduce error	The field for a detailed description of the reproduction of reported error.
More details	Field for more details that relate to entering customer support contribution.
Previous changes	The checkbox to determine changes, that preceded the reported error.
Problem relates to	By using these checkboxes, you can determine, what the reported error relates to.
Attach files	By using these checkboxes, you can attach the files to the customer support: Log file - attach log files from K2 IS K2 configuration - attach k2.inifile K2 licence - attach K2 licence
Attached docs.	The tab for inserting attachments to the customer support. Here, you can paste Print Screen of the screen.

Desktop - the main screen

Tabs Favourites, Default and Main menu:

• Favourites - this folder is empty by default. There is possible to add any icons that will be used frequently. Only the user who has created the list of icons sees it. Icons can be added either by pressing right mouse button or by dropping by the mouse from the Default tab. Further description see the Work with icons chapter.
• Default - default list of icons.
• Menu - tree menu.

Picture: Desktop - Favourite tab

Picture: Desktop - tab Default tab

Picture: Desktop - tab Menu tab

Description of work with tree menu is described in the introduction - K2 System menu - Tree menu chapter. The principle of working with tree menu items is similar to working with desktop icons, see next chapter Work with icons.

Display icons in groups

On Favourites and Default tabs, the icons can be grouped according to which module they belong to. To group, use the Display groups button, indicated by red box in the pictures below.

Picture: The Display groups button - not grouped icons

Picture: The Display groups button - grouped icons

Part of the main area is a search field (red box) - for more details see the chapter Searching.

Picture: Desktop - searching

Desktop - navigation panel

The notification panel shows all received notifications (= notifications). Its functionality is described in the Notifications chapter.

Picture: Desktop - notification panel

Desktop administration

K2 Desktops

When setting desktop you can select a desktop from existing ones (Economy, Pay rolls, Business, Reclamation/Service or you can switch on Default back) or you can save your own setting desktop.

Picture: Desktop settings

If you set the desktop according to your requirements, you can save it. The Save desktop as option is used to do that.

Picture: Save form

Description of functions:

Name	Name of a new desktop.
Description	Description of a new desktop.
Level	Conditions' setting for search is identical with the conditions setting of the evaluating filter. Factory - setting from producer. Global - the desktop that you save is accessible for all users and groups. Client - the desktop that you save is accessible for all defined clients. Group - the desktop that you save is accessible for all defined groups. User - the desktop that you save is accessible for all users, groups and clients.
User	Select name of user from book of users.
Client	Select a client for who you want to save the selection.

Note: Attention, the message, if you want to save changes on desktop, does not appear before you close the K2 IS!

You can edit your own saved desktop.

Picture: Desktop settings

Change default desktop

Whether you select a preset desktop or create your own, you can set the desktop as "default". You can change it in the menu Desktops - item Set current desktop as default for "DEMO" client. The client to which we are currently logged will be automatically added in he quotation marks. Only the area that is saved as "factory", "global" or for a client can be set as "default".

Only the user with Service Interventions (Administrator / General) can change the desktop.

Picture: Set desktop called Economy - the option to set the desktop as "default"

Picture: Desktop Economy is set as "default"

Description of functions:

Desktops	List of saved desktops.
Load (Ctrl+Alt+Shift+P) again	The Reload function is used for re-loading desktop into the state when it has been saved at the last time. It is important that this function does not change the contain but only the setting. E. g. You have added a new icon onto a desktop and changed colour of desktop' background. If you run the Reload function, the icon is not deleted, but the colour of desktop' background is set back into the original setting.
Save desktop	Save a current setting of desktop.
Save desktop as	Save the current setting of desktop as a new desktop.
Administrate desktops	The form opens with list of all saved desktops. You can edit your desktop after opening it.
Edit desktop	The form to edit desktop opens.
Re-colouring	Here you can change setting of colours of individual components of desktop.

Other possibilities of own desktop

Menu for inserting a new tab is larger on the "own" desktop than "default" . We can put the same elements into the tab as we put in the shortcuts. In addition, there is, for example, a text or a list of notifications displayed in the Notifications toolbar.

Picture: Possibility to insert a new tab on the "own" desktop

Shortcuts in this desktop and Favourites

In the "own" desktop you can put a tab of the Shortcut type in this desktop or Favourites (marked with a red frame in the picture above). Both types enables to insert Shortcut toolbar or Shortcut tree. You can insert shortcuts (icons) according to your own requirements on the shortcut toolbar, either by pasting a new icon over the right mouse button or by copying an existing one from other tab. Like the Shortcut toolbar, you can paste a new tree or copy an existing one into the Shortcut Tree.

Shortcuts in this desktop are remembered only in K2 desktop, where you insert these shortcuts.

Picture: Shortcuts in this desktop

Favourites - shares the tab contents among the other users, clients etc.

Description of tab types:

Shortcuts for users	The tab and its contents is visible only for the user who has inserted the tab, regardless of which client he/she is logged in.
Shortcuts for Users on the client	The tab and its contents is visible only for the user who is logged on other client.
Shortcuts for clients	The content tab can be accessed by any user who logs in to the client.
Shortcuts for K2	Any user on any client, who belongs under K2, can see the tab content.
Main shortcuts	Its contents is the same as the Default tab in the left column of the desktop. The tab is remembered only within the given area.

Items of Tree type have similar functionality. The item Main tree has the same contents as the tab in the the left column of Menu desktop.

Picture: Favourites - Toolbar

Picture: Favourites - Tree

It is also possible to edit the default tabs on the "own" desktop. E. g. this is the K2 tab on the Home screen. After you click on the tab by right mouse button, the menu for changing the tab will display (see chapter New tab, described in the chapter Desktop tabs). Therefore, tab can be edited, deleted etc. If you do not save your own desktop, the newly inserted tab with default settings will be unpinned after K2 is closed. The Permanent on desktop option has similar function to the Display also next time except that this tab remains permanently pinned to this "own" desktop. (While Display also next time shows the tab only for that user.)

Picture: Own desktop - K2 tab

In the standard desktop, a "pin" is displayed on the tab. This means that the tab is permanently pinned to the currently logged in user and will be displayed the next time K2 is started.

Picture: Default desktop - new tab Invoices In

You can customize the display of tabs on the "own" and standard desktop by clicking the right mouse button on the tab and selecting the appropriate option (see the chapter Tabs of the desktop).

All actions can be processed either in the main desktop or in notification panel. It allows you to create a similar desktop to which you are used in older versions of the K2 system, as picture below.

Picture: Settings of "own" desktop

Searching

You can search in Default, Favourite and Main menu tab - according to keyword. Activate searching either by icon of hand glass in row for searching or by Enter key. Searching is executed through tree menu, through shortcuts (icons) and through history. Searching is also available at word connections without diacritics. The list of opened icons will be opened in the the new tab, then you can open that book or start the function by double mouse click. Then close the tab with a cross (in the blue frame in the picture).

Picture: Desktop - searching

You can also search in reports. You can switch over directly on a document from the founded value in the report.

You can switch to the search box from anywhere in K2 using the key shortcut Ctrl+Shift+L.

Classic Forms

Book

A module table is the "zero" page of a module form. There are many shared properties valid for the form as well as for the table (a task bar setting, reports setting, etc.). These settings are not separately defined for every form, the table included, but they are defined for the whole module.

Articles database (that is a complete line of user's goods and services that are disposable to customers) and Supplier/Customer database (that is a complete list of all user's trading partners) are the master tables (code lists). Filling-in of these code lists is a condition for usability of the K2 program. Loading the data to those tables is the main condition of K2 Programme applicability.

For an example of other tables see e.g. Book of Invoices, Book of Orders etc.. Every table enables a quick search of the required item and provides basic information about it. (The concept "book" is used in connection with "series" of documents e.g. Book (series): 10 - Inlands).

Picture: Invoices Out book

Items Description in Presented Table:

1. Information about the the current module - in this case, you are in the book called Invoices Out.
2. Module Toolbar - some functions of the appropriate module can be activated directly by a button from the toolbar.
3. User Toolbar - functions and reports submitted by a user. If all functions and reports don't fit in User Toolbar, then they will display at the end of the toolbar . After this icon is clicked a list with reports and functions, which don't fit in the toolbar, will open.
4. The so called Cards of a Document - by clicking left mouse button on individual numbers (0, 1, 2, 3, 4 etc.) you will enter browsing of the corresponding "page" of a document . The digits are underlined; it means that you can achieve the identical effect by pressing Alt+0 up to Alt+9 keys, respectively Alt+Right Arrow or Alt+Left Arrow. A Table (a Book) is represented by '0' (zero) page.
5. Module Menu - through the menu of the list, functions related to the given module can be invoked.
6. Information about Current Book - in this case, you can see information from the book 10: Inlands.
7. Names of Selected Columns with Information about Book Items - e.g. Invoice order number, a number of a sales order which an invoice relates to, a customer name, a description - i.e. an optional additional text, an amount on which an invoice has been issued and so called flags - letters that inform whether the invoice is confirmed, settled or posted.
8. Type of Sorting - it defines a function of a search field together with a type of sorting of the items in the book. (Attention: If you enter into the field for selecting a type of sorting, the input field to enter a type of sorting will remain active. When you press some keys, you change the various types of sorting. Therefore, it is necessary to click the mouse on the surface with table content after selecting the type of sorting. Only then the table is active and the search field is working. Therefore, it is much more practical to use the Alt+Z key for the selection of the type of sorting, respectively other keys that are underlined next to the field. In that case, the types of sorting keep changing in serial order all the way round. The types of sorting are changed by Shift+Alt+Z key in the adverse order.)
9. Search Field - a field that enables a quick search of the requested item in the table (after entering the required invoice number in the search field and pressing Enter key, a light indicator is positioned on the required invoice). It is also possible to search in the book by Up-Arrow key and Down-Arrow key.
10. Table Items (Records) - a list of invoices in a book. There is a light indicator on the current invoice line.
11. Information about the form status - information on the page 0 can be displayed by means of 5 statuses - Book, Filter, Container, All and Quick Filter. If a filter is activated, a displayed list is not complete. (For detailed description of work with filters see the chapter Filters Alt+F9.) Status can be changed by clicking right mouse button in this field and then selecting a different status.
12. Identifiers:

    Change - if you change data in a document or its items, Change identifier will be displayed after pressing Enter key. Search - if fast search is activated (see the chapter Basic Functions - Search - Fast Search Alt+F7), Search identifier will be displayed at the same place.

13. Period - documents are being issued within a currently selected period. The period is set in the module Administrator - User Parameters. The displayed period can be changed by clicking right mouse button in this field in the status bar and selecting a different period from the launched code list.
14. OVER has the same function in K2 Information System as in other programmes (e.g. Word); it means that after pressing Insert key you can overwrite the text in a field.
15. Abbreviation of the stock which new stock documents will be created for. Likewise, the stock can be changed here in the same way as the period is (see point no. 13).
16. Abbreviation of the Client for whom data are processed.
17. Control Keys Description - F1 up to F10, Alt+F1 up to Alt+F10, Shift+F1 up to Shift+F10, Ctrl+F1 up to Ctrl+F10 and their combinations.

Form

You will enter a form from the table after you highlight the required record by the blue light indicator (by means of Arrows or the search field) and press Enter key or F4 key. Thus you will get to the 1st page of the form.

The form usually has two or more pages. First page contains basic (general) data; second page contains items related to a document. Third page usually contains assignments and posting of the appropriate document, etc. Detailed data of any item in the table can be browsed in the form, they can be edited, complemented and confirmed.

The pages can contain other bookmarks which can provide additional information. The bookmark which we displayed the last will display with re-open of record. Every form "remembers" its last displayed bookmark.

Picture: Invoice Out - 1st page

Universal Forms

The Book - Universal

The functionality and rules of the classic and universal forms are mostly similar. Universal forms are enriched with functionality that could not be further developed in classic forms.

The list corresponds to the Book in classic forms and it is the original zero page of the form. The rules for the List tab are similar as rules for book and a whole range of the common properties valid generally in each data module for List as a form. These settings are not separately defined for every form, but they are defined for the whole module.

Picture: The Book - Universal

1. Information about the form status - information on the page 0 can be displayed by means of 3 statuses - Book, Container and Filter. If a filter or a container is on, the displayed list is incomplete (for the further description of the work with filters see the Filters Alt+F9 chapter.) The status can be changed by pressing left mouse button on the status icon.
2. Information about the Current Book and Status - in this case, you can see information from the book number 10: Inlands.
3. Search Field - a field that enables a quick search of the requested item in the table (after entering the required invoice number in the search field and pressing Enter key, a light indicator is positioned on the required invoice). It is also possible to search in the book by arrows up and down.
4. Column Setting - columns names and information about the displayed data.
5. List Menu - through the menu of the list, actions related to the list tab can be invoked.
6. Module Menu - through the menu of the list, functions related to the given module can be invoked.
7. Record Preview - basic information about a record, on which a light indicator is currently positioned, are displayed. When switching to the another record, the information are changing depending on how the records are browsed.
8. Setting - a book setting is a part of a record preview. In the Invoices book it is Business Year, in which the documents will be created, and Warehouse. The structure of the setting fields differs in each data module as needed.
9. Selected - information about the number of selected records.
10. Table Items (Records) - a list of invoices in a book. There is a light indicator on the current invoice line.
11. Names of Selected Columns with Information about Book Items - e.g. Invoice order number, a number of a sales order which an invoice relates to, a customer name, a description - i.e. an optional additional text, an amount on which an invoice has been issued and so called flags - letters that inform whether the invoice is confirmed, settled or posted.
12. Module Toolbar - there are included basic functions that can be performed with the data module or with a specific record on which the light indicator is positioned. Into this panel, it is possible to add reports and scripts from the Reports and Scripts book (F9) of the given data module. Editing and adding features is possible only by editing fragments.
13. The so called pages (cards) of a document - by clicking left mouse button on individual tabs, you will get to browse the appropriate "page" of a document It is possible to switch pages by using Alt + right (left) arrow key. If some letter or character is underlined, it is possible to switch to the appropriate page by pressing Alt + underlined letter or character.
14. Type of Sorting - it defines a function of a search field together with a type of sorting of the items in the book.

The form - universal

You can get from the list to a specific page of the document by means of Alt + right (left) arrow key or by pressing the left mouse button on the specific page. Standard data modules have two or more pages, there are the basic data on the first page and other data, items or the attached documents and ext. documents on the other pages.

Each page may include other pages and different components that differ in the type and nature of the registered information.

Pict.: The form - universal

1. Lookup - after clicking on the icon , you will see a list of values that you can fill in. By using the right mouse button in the field and by selecting Search option, you can switch the style of a displayed menu.
2. Edit Box (edit) - a field, into which a value of the predefined type can be written (text, number, etc.).
3. Checkbox - a field defining YES / NO.
4. Drop-down panel (expander) - lets you hide or show other components.
5. Tab - the page may contain additional pages (tabs) on which other components may be placed.
6. Date field - a field in which it is possible to enter only the date. Simplified filling in

• 1+.+ ENTER - the first day of the current year and the current month is pre-filled
• .+1+ENTER - the current day of the first month of the current year is pre-filled
• .+ENTER - the current day is pre-filled
  

1. Button - after pressing the button, actions can be started, floating form can appear or the other fields can be shown or hidden.
2. Preview - summary information about the displayed record.

System of K2 Menu

In K2 Programme there are available various systems of menu that are dependant on a part of the programme you are currently positioned in.

Module Menu

Menu in terms of particular modules is available here. Module Menu functions are accessible within all the forms (the table included) of the appropriate module. The particular functions of Module Menu are described in the chapter Basic Functions - Module Menu Functions.

Pict.: Module Menu of Invoices Out

Tree Menu

K2 Information System also supports user's programme control by Tree Menu. The tree menu contains a basic selection of default functions (books, code lists, reports, scripts) available in the programme.

Work in the tree structure is very easy and transparent. The menu is divided into folders according to individual functional areas while each folder is divided into other subfolders which contain the individual functions.

Pict.: Desktop K2 with Expanded Tree Menu K2

Meaning of Icons in Tree Structure:

Rolled Node (Module).

Expanded Node (Module).

Books (Lists) of Appropriate Module (Goods Book, Contractors Book or similar).

Code Lists (e.g. Chart of Accounts, Customs Tariff, etc)

Documents filter with preset conditions.

Print Reports.

Functions or scripts creating new data.

Searching.

Recalculations of States.

Statistics, Evaluating.

Setting of data in the system K2.

Module Functions, Data administration.

Programme Basic Control

The basic principle of IS K2 control bears upon three basic modes: Browse, Change and entering of New records. The mode Delete of records is prohibited because of the data consistency.

Records in Browse Mode

In Browse mode it is possible to browse a document in details but it is impossible to change it. A record will be displayed on the screen after it is selected from the table by pressing F4 key or Enter key. After pressing Esc key it is possible to return from the document to the table. You can also return from the selected document to the table by pressing F4 key or Alt+0 keys.

Attention: A click on the checkmark in the window close box quits actions in the whole module; it means it also quits zero page of the document.

More Precise Description of Possibilities in Browse Mode:

Enter a document from the table	F4, Enter, resp. Alt+1, ... - page number
Return to the table (from a module)	F4, Esc, resp. Alt+0
Switch to the second or next page of the document	Alt+2, ... or Alt+Right Arrow, by pressing left mouse button on selected bookmark.
Scroll among various documents	Grey Plus (numeric keyboard plus) - forward, Grey Minus (numeric keyboard minus) - backward
confirm a document	Alt+F2

Pict.: Sales order - 1st page - Document in Browse Mode

Records in Change Mode

It is possible to change the data in Change mode but only for the records that have not been confirmed yet. In the case of the confirmed documents it is impossible to enter Change mode.

More Precise Description of Possibilities in Change Mode:

enter a document	F5 - from the book or from document in Browse mode, right mouse button, Change possibility - on the 0th page of document
return to the book (or to a document in Browse mode)	Esc

Pict.: Sales order - 1st page - Document in Change Mode

It is necessary to save the changed document by pressing F2key. It is typical for a document in Change mode that the fields that can be changed are editable (highlighted by white colour). If you change any item, its colour will change to red until you save the changes or restore the document. If you enter a document in Change mode, the zero bookmark will not be displayed and it is impossible to switch to the zero page of the document.

New record creation

Create a New document by means of pressing Ins key (only from a table) or by copying a document created before (by means of F6 key or an icon from book or from document in Browse mode). You can edit or complement the necessary data in such a created copy. The usage of F6 key is advantageous in those cases when a new document contains most of the data identical with the data in the selected and already completed document. It is feasible to set up a new document also via a specimen by means of Shift+F6 keys.

More Precise Description of Possibilities in Setting up of New Records:

enter a document	Ins - only from the table if an absolutely new document is created F6, Shift+F6 - from the table or from Browse mode if a new document is copied from the old one. right mouse button, New possibility - on the 0th page of document right mouse button, Copy possibility - on the 0th page of document
return to the book (or to a document in Browse mode)	Esc

Pict.: Sales order - 1st page - New Document

It is necessary to save a new document by pressing F2 key. It is typical for New Record Mode that document fields that you can paste are highlighted by white colour and document items that you can rewrite are highlighted by red colour. After switching to Change mode (by saving) the letters will change to standard colour (black).

It is possible to create a new document by means of a Wizard for new documents creating (for example in the book of Invoices Out).

Records in Delete Mode

Deletion of some parts of the records (document items) is performed standardly by Del key, resp. F8 key. Because of the fact that deletion of the whole records is in most cases prohibited, F8 key serves for cancellation or ignoring of the appropriate record.

Description of Control Keys

The following rule applies throughout IS K2:

In the course of simultaneous pressing of Alt key + an underlined character, the underlined letters and digits enable either to jump with the cursor to the selected field (so called hot key) or to activate a certain function (e.g. to change a type of sorting in the selection menu etc.).

Attention: If you use Czech keyboard QWERTZ (i.e. a sequence of characters corresponds to a Czech typewriter, so 'Y' is located in the lower row and 'Z' in the upper row), you can encounter difficulties in the proper function of some hot keys. Some problems can occur when using a combination of two or more function keys (Alt, Ctrl, Shift) because of the fact that some functions of that keyboard, which are not supported by Windows standard, are preset in its driver.

There is a description of control keys next to individual digits in keyboard help bar (on the lower part of the screen). After pressing typing-aid keys Alt, Ctrl or Shift, the description keeps changing in accordance with the functionality of the pressed key.

Pict.: Key Help in the Invoices Out book.

Generally used keys in the IS K2:

Enter	It means selection or a confirmation of an option.
Esc	Return Back. After the executed changes in a document, you might be asked whether to save these changes or not.
Tab	It is used for browsing between the items of the changing document.
Shift+Tab	The same function as Tab but backward.
Ins	Insert key is generally used for switching between typing characters and their overwriting. In K2 System, it is also used for inserting a new document into the table or new items to a document. This key carries out the analogous function as F6 and Shift+F6.
Del	Delete key deletes a character hidden by the cursor and then step by step all the characters from the cursor to the right. It also serves to delete document items. In K2 System, it may be used for deleting a record from the database. This key carries out the similar function as F8.
Shift+Del	When deleting items (documents), it automatically ensures shifting to the next item.
PgUp	Page Up - it browses through the table to a preceding 'page' of the displayed records.
PgDn	Page Down - it browses through the table to a next 'page' of the displayed records.
BackSpace	It deletes the characters leftwards from the cursor.
Left-Arrow Key	It moves the cursor within one position to the left.
Right-Arrow Key	It moves the cursor within one position to the right.
Up-Arrow Key	It moves the cursor within one position up or to the previous item of the document.
Down-Arrow Key	It moves the cursor within one position down or to the next item of the document.
Ctrl+PgUp	It shifts the cursor in the table to the first record. On the pages that contain the part of the form with tabs (e.g. Notes, Header Text, Tasks,...), you can switch into next tab in direction from the last tab to the first.
Ctrl+PgDn	Shifts the cursor in the table to the last record. On the pages that contain the part of the form with tabs (e.g. Notes, Header Text, Tasks,...), you can switch into next tab in direction from the first tab to the last.
Home	It moves the cursor to the beginning of an active row.
End	It moves the cursor to the end of an active row.
Ctrl+Home	It shifts the cursor in the table to the first record.
Ctrl+End	It shifts the cursor in the table to the last record.
Ctrl+Enter	It replaces the functionality of 'OK' button in the forms in items.
Alt+'Character'	If some letters in the fields' names are underlined, it is possible to jump into the appropriate field, resp. to activate a function related to that field by simultaneous pressing of (left) Alt key and the underlined letter. The same rule is valid for listing between particular pages of a form (the underlined digits).
Gray Plus (numeric keyboard +)	It scrolls step by step between individual documents in ascending order. If Searching is on, you can scroll only between selected documents.
Gray Minus (numeric keyboard -)	It scrolls step by step between individual documents in descending order. If Searching is on, you can scroll only between selected documents.
Ctrl+C	It copies the selected text to Clipboard.
Ctrl+V	It inserts text from Clipboard.
Ctrl+X	It cuts the selected text to Clipboard.
Shift+F12	It calls a selection menu for the fields where the selection via a button marked '?' is available.
Shift+Enter	It puts the first menu item into the fields without displaying the selection menu.

Function Keys:

F1	This key starts the IS K2 help.
F2	It saves the executed changes. This key may be used when you create a New record or change the existing one. If you create or change a large document, we recommend you to save the changes by F2 key continuously to avoid data loss.
F3	Refresh/Restore - it restores the document to the state before execution of changes, it means the reverse function to F2 key. It is also used to refresh the screen (to keep data up to date).
F4	Switching between the table and the selected document in Browse mode.
F5	It switches the book of documents or the document in Browse mode into the document in Change mode.
F6	Switches between the document table or between the document in Browse mode to the document in Change mode with the result that it copies the data from the selected document to the new record. So it carries out the similar function as Ins key.
F7	It posts the document.
F8	It performs the cancellation (undo the cancellation) of documents, invalidation (validation) of records or the deletion of records.
F9	It opens a book of reports which can be displayed on the screen, printed or saved to a file by means of pressing a corresponding button (see the Print chapter). The menu of the reports can be activated either from a book or from a document in Browse mode.
F10	Return to the desktop (or a previous form).
F12	It opens the selection menu on a particular form items (items marked with a triangle) in Change mode or in New record.
Alt+F2	It confirms the appropriate document. It can be done in any mode (Browse, Change, New record). A confirmed document can not be edited (Change mode can not be activated).
Alt+F4	It performs closing of the current book or the form.
Alt+F7	It enables the conditions setting for the Searching.
Alt+F9	It enables the conditions setting for the Filter.
Alt+F10	It activates switching books, Periods, Cash Registers, Banks, Warehouses etc.
Ctrl+F2	It executes Undo the confirmation of a document.
Ctrl+F5	It executes a change of the confirmation date in a confirmed document.
Ctrl+F9	It is used for fast switching on the filter.
Shift+F6	It inserts a new document from the specimen.
Shift+F9	This key combination switches between the book mode and the container.
Space Bar	Checks/Clears flags in the documents or setting of filter conditions, in fast search, etc.
Alt+Ctrl+X	It performs the program termination.
Ctrl+Shift+Alt+F5	It runs the Change record in bulk function.