Business NXT documentation

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Getting started
Learn the very first things about Business NXT, for example how to sign in, search in tables and modify data.
Layouts
In Business NXT, you find many default layouts that fulfil the most common requirements, and you can also add your own layouts, folders and categories.
Printouts and reports
Form processings
The following processings are available from the Form table:

Getting started
Learn the very first things about Business NXT, for example how to sign in, search in tables and modify data.
- Signing in to Business NXT
  Business NXT is a web based application. You need a username and a password in order to sign in.
- Searching in tables
  When you search in tables, you can search directly for numeric values or text such as product numbers or company names, or look up values in related tables.
- Modifying data
  You can add new data in Business NXT, and change the data that has already been entered.
- Task overview
  The Task overview helps to alert you of recurring tasks that need to be taken care of, for example if there are invoices that are overdue or if stock balances are below a predefined level.
- Automating tasks
  You can automate tasks to be performed at regular intervals.
- Layouts
  In Business NXT, you find many default layouts that fulfil the most common requirements, and you can also add your own layouts, folders and categories.
  - Design mode
    You can quickly adjust layouts in design mode, by using the pen icon. In design mode, you can for example switch between showing and hiding names of tables and forms.
  - The Layout manager
    The Layout manager is used to categorise layouts in a way that suits you. In addition to the default layouts that are included in Business NXT, you can also add your own layouts, folders and categories.
  - Searching for layouts
    When you click the magnifier icon in top of the menu, you can search among all layouts.
  - Tables
    When you are in design mode, you can add tables to layouts.
  - Side panel
    You can view documents attached to records and open reports from OneStop Reporting in the side panel. The side panel is available across all layouts.
  - Calculated column
    This table contains one row for each calculated column.
  - Folder
    This table contains one row for each folder.
  - Translation
    Translations of folder names, layout names, window names, table names, page element names, tooltips and column names are kept in this table.
  - Window
    This table contains one row for each window layout.
  - Page element
    This table contains one row for each page element layout.
  - Printouts and reports
    - Report forms
      You define the forms that you can use for the various document types using the Doc. types field in the Form table.
    - Form
      Forms are used to determine where information should be located on printouts. This table contains one row for each form.
    - Form processings
      The following processings are available from the Form table:
    - Form element
      This table contains one row for each element in a form. The value in the Element type field determines which fields are filled out on each row.
    - Page setup
    - Translation during order printout
      When printing documents that are to be translated, there are some specific settings needed.
- Using the online help
  The online help is here to help you understand the functions available in Business NXT.

Form processings

The following processings are available from the Form table:

Copy form

This processing makes copies of selected forms.

Starting the processing

Select the Form rows you want to process.
In the Processing menu, select Copy form.

Make settings in the dialog:

Option	Description
Do not copy the document type to the copy	Leaves the Doc. types field empty on the copy.
Set not in use on copy	Sets the Form processing field to Not in use on the copy, which means that the form won't be available in the print dialog.
Move "Apply as default form"	Moves Apply as default form to the Doc. types field on the copy.
Change to the new form no. on all document copies and open the old for editing	Creates a duplicate of the existing form and pushes this updated form number to the Order document table. Note: Only users that have been granted explicit access rights to all companies configured within the system can run the processing with this specific option. If your access is restricted to specific environments, an error message will be displayed, listing the specific companies you lack access to.