How to Enter Data in Fields| Microsoft Docs

There are many general features that help you enter data easier, faster, and more accurate. The general features for entering data are described in this article.

Keyboard Shortcuts

There are several keyboard shortcuts that let you to work "mouse-free" and speed up your data entry, especially with large scale entries and repetitive typing tasks.

For more information about shortcuts, see Keyboard Shortcuts. A few of the shortcuts are discussed in this article.

Accelerating Data Entry Using Quick Entry

Quick Entry is a feature designed for data entry when using the keyboard. Quick Entry works on fields (like on card pages) and in lists (rows and columns). It is beneficial when performing repetitive typing tasks that require creating multiple records in sequence, such as a batch of sales orders or registering new items.

You might already be familiar with using the Tab key to navigate from one field on a page to the next editable field. A disadvantage of using Tab is that it always goes sequentially to the next field. Quick Entry lets you change this path. With Quick Entry, you use the Enter key to navigate through only those fields that you are interested in, skipping non-editable fields and fields that you typically do not fill in. You might have already noticed this behavior on some pages. This is because the application already designates which fields to include when pressing Enter and which ones to skip. You can customize Quick Entry by personalizing your workspace and optimizing how you enter data on each page.

How Quick Entry Works

Every field can be marked as either being included in Quick Entry or excluded from Quick Entry. Fields that are included in Quick Entry, will be included in the path when you press Enter; fields that are excluded from Quick Entry, will not.

When you are finished entering data in a field, you simply press Enter to confirm the changes and go to the next field. If you want to reverse direction, and go the previous field, press Shift+Enter. For more information about shortcuts, see Quick Entry keyboard shortcuts.

Tips and tricks

The following provides some useful information about using Quick Entry.

How to Change Quick Entry Fields

To change which fields are included in or excluded from Quick Entry on a page, you use personalization.

  1. Start personalization by selecting the Settings icon, and then Personalize.
  2. Select a field that you want change, or in lists, select the corresponding column heading, and then choose either Include in Quick Entry or Exclude from Quick Entry.

For more information about personalization, see Personalizing Your Workspace.

Mandatory Fields

When you enter data on pages, certain fields are marked with a red asterisk. The red asterisk means that the field must be filled to complete a certain process that uses the field, such as posting a transaction that uses the value in the field.

Even though the field contains a red asterisk, you are not forced to fill the field before you continue to other fields or close the page. The red asterisk only serves as a reminder that you will be blocked from completing a certain process.

Finding Data As You Type

When you start to type characters in a field, a drop-down list is displayed and shows possible field values. The list changes as you type more characters, and you can select the correct value when it is displayed.

Many fields have a down arrow button that you can choose. You choose the arrow to get a list of data that is available to enter in the field. The button has two functions depending on the type of field:

Copying and Pasting Fields and Lines

You can copy one or more rows from a list or a single field on a page, and then paste what you copied into the same page, another page, or an external document (like Microsoft Excel and Outlook email). In short, to copy, you press CTRL+C (cmd+C in macOS) on your keyboard. To paste, you press CTRL+V (cmd+V in macOS).

In a list, to copy the field in the same column of the row above, and paste it into the current row, just press F8.

For more information, see Copying and Pasting in Business Central.

Focusing on Line Items

When working on documents that include a line items part, like a sales order or invoice page, you can switch your view to focus only on the line items, essentially expanding the line items part so that it occupies pretty much the entire workspace - hiding other parts of the page except the actions area at the top. This gives you a better overview of the lines items, and provides more room to work on them. This is particularly beneficial when working with large line item lists and fast data entry is desired.

Another advantage is that it also provides advanced filtering capability, like on other lists, so browsing and searching through line items becomes even easier.

Switch the Focus On and Off

To focus on lines items, select anywhere in the line item part, and then choose Focus Mode icon in the upper right corner or press Ctrl+Shift+F12.

To switch back to the normal view, choose Focus Mode icon or press Ctrl+Shift+F12 again.

Filtering the Line Items

To start filtering, select Filter pane icon at the top of the list or press Shift+F3 to open the filter pane. You work with the filter pane as you do on any other list. For more information, see Filtering.

Filtering is especially helpful when viewing and analysing longer documents. For example, imagine you open a posted sales invoice and filter the line items to display all line items that have an individual discount above 5%, or filter to display only bike accessories with 'pro' in the name.

Entering Quantities by Calculation

When entering numbers into quantity fields, such as the Quantity field on an item journal line, you can enter the formula instead of the sum quantity.

Examples

Entering Negative Numbers

You can enter negative numbers in two ways. The number -20.5 can be entered as:

Entering Dates and Times

You can enter dates and times in all the fields that are specifically assigned to dates (date fields). You can enter dates with or without separators.

NOTE

How you enter dates and times depends on your Region settings. For more information, see Changing Basic Settings.

Entering Dates

For date fields, you can either use the data picker, which lets you select a date from a calender, or you can enter dates manually. This section provides a brief overview of how to enter dates. For more details, see Working with Calendar Dates and Times.

For manually date entry, you can enter two, four, six, or eight digits:

You can also enter a date as a weekday followed by a week number and, optionally, a year (for example, Mon25 or mon25 means Monday in week 25).

Instead of entering a specific date, you can enter one of these codes.

Code Result
t This specifies today's date (the system date for the computer).
p This specifies an accounting period´, where pmeans the first accounting period, p2 means the second accountin period, and so on.
w This specifies the work date that is setup in the application. To change the work date, see Changing Basic Settings. You may want to use a work date if you have many transactions with a date other than today's date.
c This specifies that the date after cis a closing date, for example C123101.

Entering Times

When you enter times, you can insert any separator sign that you want between the units, but it is not required. You do not have to write minutes, seconds, or AM/PM.

The following table lists the various ways in which times can be entered and how they are interpreted.

Entry Interpretation
5 05:00:00
5:30 05:30:00
0530 05:30:00
5:30:5 05:30:05
053005 05:30:05
5:30:5,50 05:30:05.5
053005050 05:30:05.05

You must enter two digits for each unit of time if you do not enter a separator.

Entering Datetimes

When you enter datetimes you must enter a space between the date and the time.

The following table lists the various ways in which you can enter datetimes and how they are interpreted.

Entry Interpretation
131202 132455 13-12-02 13:24:55
1-12-02 10 01-12-02 10:00:00
1.12.02 5 01-12-02 05:00:00
1.12.02 01-12-02 00:00:00
11 12 11-current month-current year 12:00:00
1112 12 11-12-current year 12:00:00
t or today today's date 00:00:00
t time today's date actual time
t 10:30 today's date 10:30:00
t 3:3:3 today's date 03:03:03
w or workdate the working date 00:00:00
m or Monday Monday of the current week 00:00:00
tu or Tuesday Tuesday of the current week 00:00:00
we or Wednesday Wednesday of the current week 00:00:00
th or Thursday Thursday of the current week 00:00:00
f or Friday Friday of the current week 00:00:00
s or Saturday Saturday of the current week 00:00:00
su or Sunday Sunday of the current week 00:00:00
tu 10:30 Tuesday of the current week 10:30:00
tu 3:3:3 Tuesday of the current week 03:03:03

Entering Duration

You enter a duration as a number followed by its unit of measure.

Here are some examples.

Duration Unit of measure**
2h 2 hrs
6h 30 m 6 hrs 30 mins
6.5h 6 hrs 30 mins
90m 1 hr 30 mins
2d 6h 30m 2 days 6 hrs 30 mins
2d 6h 30m 56s 600ms 2 days 6 hrs 30 mins 56 secs 600 msecs

You can also enter a number and it is automatically converted to a duration. The number you enter is converted according to the default unit of measure that has been specified for the duration field.

To see what unit of measure is being used in a duration field, enter a number and see which unit of measure it is converted to.

The number 5 is converted to 5 hrs, if the unit of measure is hours.

See Also

Sorting, Searching, and Filtering Lists
Working with Business Central



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