STEP 1: Click + in the box next to the module to expand
folders – Sub-folders and Menu Items will be visible.
STEP 2: Click on Application. Application will open on right side of screen.
STEP 3: Click - to collapse folders.
Accessing
Applications from Menus - NOTE: Logs can only be accessed from the Main Menus
STEP 1: Double click on module name in
Treeview.
STEP 2: Subfolders now appear at the top of
the right side of the screen.
STEP 3: Click on desired Menu item.
STEP 4: Select the menu option from the
pull-down menu.
- Transactions,
queries, reports, etc. are company specific.
- In most screens,
the ‘Company’ field will default based on user default. Default Company can be changed at time of
entry.
- User ‘Company’ defaults
are set based on the user’s Home Company. Department default is 00.
-
Default Company
can be changed in each module if desired. NOTE: depending on your role, companies may be secured and not available
for selection
- NOTE: Changing
User Default only changes the default for that specific module.
-
To change Default
Company and/or Department:
STEP 1: Click + next to module –
Example: Accounts Payable
STEP 2: Click + Setup
STEP 3: Click Set User Defaults
STEP 4: Enter desired information into fields or double
click in field to select from List of Values
STEP 5: Click Save
- A screen can be
made up of different sections. Each
section has a title and a blue line denoting each separate section.
- Page Up and Page
Down to navigate between sections on a screen.
- Screens can also
contain multiple tabs. Each tab has a
title.
- Click on the tab
to move between pages. All mandatory
fields must be completed on a tab before moving to another tab.
- Data Fields can be
Entry fields or Display fields.
- Entry fields are
shown in White and Display fields are shown in Yellow. Display fields cannot be modified.
- Mandatory fields
are not noted on the screen.
- Tab or enter to
move from field to field on the screen. You will not be able to tab through a
mandatory field without entering the data.
- To move back to a
prior field, Shift Tab.