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Table of Contents

Table of Contents

Changing your password to login to the system

Before you login to the system you can change your password

Your Menu

The menu items that you have and the things you can do are created by the roles that you have been assigned. Have a look at Adding and Managing Users in the System

You can change the menu order by changing the sequence on the roles. This will change which menus appear first (from LHS).

Buttons on the Navigator

You can add buttons to navigate directly to a screen if you like, they will appear just below the menu bar with a picture - have a look at User Preferences to explain how to add these

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A button will appear on the navigator that goes directly to the screen

The number of records returned by the system

When you search the system gives you a list.  You can change how many records the system returns by updating your preferences

Searching in the system

Searching in the system is done from any field with the magnifying glass - click on the magnifying glass.  

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Find (CNTR+F3) provides a window to enter details

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Stacks of

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Records 

Navigate through a stack of records

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Have a look at /wiki/spaces/SI/pages/33054916 for details

Searching using TAB = without clicking the search button in a search field

  • Text + Tab is for exact search - looks for exactly what you have entered
    • Note if if does not find a match it then does a wildcard search to provide a list
  • Text + Shift F3
    • will provide a wildcard search across multiple fields. 
    • For example - in the Article screen typing "Book" then using Shift+F3 will search both Article number and also description and result in a list of possible results.

Working with Grids (Refreshing, Filtering, Exporting to Excel)

A grid is a table of information in the system with rows and columns

Some grids have colours to differentiate records - there will normally be a key below the grid

There are two types of grids -

  • a Normal

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  • Grid 
  • an Editable Grid - can edit directly in the grid

Many fields in a grid grids have a right click option - options

  1. sometimes a whole row has a right click option

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For options over the whole grid

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  • Some grids have colours to differentiate records
  • Select on a row in the grid will often provide a right click to navigate or do an action

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  1. (eg open sales order in a grid of sales orders)
  2. sometimes a cell in the grid has a right click option just for that cell (eg update roster availabilty on a date on a grid of dates vs persons)

Filtering Grids

For options over the whole grid

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Note the search is only searching the data in the grid (not all data relating to the records).

Exporting to Excel

If you Export to Excel all the data in the grid will be placed into columns in excel

If you build a complicated workbook based on an export of a grid - then later you can re-do the export and paste the new values into the complicated workbook so the calculations are updated.

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Excel Analysis can provide lots of information using data filters or Pivot Tables (click on the table then "Insert > Pivot Table"

  1. There is lots of help on the web for working with Excel - example http://www.howtogeek.com/howto/13336/working-with-pivottables-in-excel/

Recent Records

In each Screen - you can easily go back to the last 10 records viewed (for this login session

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