Creation and Modification

The tasks of creating and modifying data are automated in Akuiteo as they are based on the same method.

: :  Creation

To create most of the elements, you can follow the method applied here for a customer record:

  1. From the menu bar, go to Edit > New > Create a customer or click on the icon if a Search screen is already displayed.
  2. In the empty fields, enter the relevant data. Some fields are mandatory. Therefore, you must fill them in to be able to save the record. A mandatory field is indicated by a small red cross.
  3. Save your creation by clicking on the icon.

Once the page is saved, you cannot modify it. You must go to the Modification mode to do so.

: :  Modification

To modify a screen or enter data, you must activate the Modification mode and follow the procedure applied here in the case of a customer record.

  1. From a Display screen, go to Edit > Change or click on the icon. Fields change color, a star near a field being modified as well as new tabs are displayed.
  2. Save your modification by clicking on the icon.

Once the page is saved, you cannot modify it. You must go back to the Modification mode to do so.

: :  Cancellation

If you modified a screen by mistake, you can cancel this action by clicking on the icon. You then go back to the Display mode. When you close a screen, although there are still some elements to be filled in or if an error was detected, an indication - highlighted in red - is displayed to indicate the elements that must be corrected.