quick guide: -...

Quick Guide: Basic Navigation

Role Center

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Navigation Pane

The Navigation pane displays a list of links to frequently used Lists

Search Box

Use the Search box to search and open any page cERP.

Departments

Contains the contractERP menu and the stadnard MS Nav menu

My Notifications

Internal notifications sent wihtin cERP

Microsoft Outlook

Links to users e-mail

Alerts

System generated notifications such PO past due, Sales Order past due.

Posted Documents

Contains posted documents, including posted shipments and invoices, posted receipts and invoices.

Home

Role Center

Cue Stacks

The role center contains “stacks” of info that are relevant to the users job. The stacks are filtered to the individual user.

Lists and Card Pages

There are two basic types of pages in cERP: Lists pages and Card or Task Windows. List pages provide an overview and help users to find the data they need to work with. Task Windows or Cards show details about the record selected and help users to complete tasks with that record. For example, users would open the Purchase order list, locate the individual Purchase Order then double click to open the Purchase Order Card.

List Page

of 5document.docxDocument Management

Filter Pane

The Filter pane is found on List pages and allows the user to filter the list. The Quick Filter is always visible and allows for a single filter. The Advanced filter can be expanded by clicking the down arrow next to the Quick Filter. .

Fact Box

A Fact Box displays additional data related to the page. For example, on the Vendor list page the Fact Box displays Stats and History about the selected vendor.

Ribbon / Action Pane

The Action pane contains shortcuts to commonly used actions, similar to the ribbon in Word or Excel

Address Bar

The Address bar displays the location of the current page within the navigation hierarchy. Also referred to as the “breadcrumb trail”

Travel Buttons

Use them to go to back and forward within browsed pages.

Task or Card Page


Promoted Fields

Promoting a field to the FastTab’s header enables users to see key information when the FastTab is collapsed.

Fact Box

A Fact Box displays additional data related to the page. For example, on the Vendor card, the Fact Box displays Stats and History about the selected vendor.

Ribbon / Action Pane

The Action pane contains shortcuts to commonly used actions, similar to the ribbon in Word or Excel. The ribbon for a list page may have different commands promoted than the ribbon for a task page.

FastTabs

FastTabs group fields on a page. Think of them as sections on a page. FastTabs can be expanded or collapsed by double clicking in the fast tab header or by clicking the expand/collapse arrow.

Navigation ShortcutsSymbol Meaning

Ctrl + Page Up Go to top of visible page Ctrl + Page Down Go to bottom of visible page

Esc Back to previous screenF5 RefreshF8 Copy value from line above

Ctrl + Home Go to beginning of listCtrl + End Go to end of list

Ctrl + C CopyCtrl + V Paste

T Type T in a date field to insert today’s date

Filtering

Filters are a powerful tool in contractERP. There are 3 methods of filtering: Filter to this Value, Quick Filter and Advanced Filter.

Filter to This ValueIn any list view, users can locate the value they want to filter on, Right Click and select Filter to This Value. The list will then be filtered to the show only the records that meet the filter criteria. The example below shows the customer list filtered to display customers with a salesperson code = PM. The filter criteria can be seen in the Quick Filter.

Quick FilterThe Quick Filter can be used to filter on a single field.

1. Enter the filter value in the blank box

2. Select the field to filter on. 3. Hit Enter to filter 4. Click X (to the right of the filter)

to clear the filter.

The example at right shows the customer list filtered to display customers with a location code=FL.


Advanced FilterThe Advanced Filter can be used to filter on a multiple fields. Use the expand/collapse arrow to the right of the Quick Filter to hide or show the Advanced Filter.

Select the field to filter o1. Enter the filter value in the

box to the right of “is” 2. Repeat to add another filter

criteria 3. Hit Enter to filter

The example at right shows the customer list filtered to display customers with a location code=FL and a Salesperson Code=BN.

Filtering Shortcuts The shortcuts in the table can be used to add additional criteria to filters and searches.

Type the symbols in the filter field then add the filter value.

The example below shows the customer list filtered to display customers with a location code=FL and a Salesperson Code=BN or JK.


Filtering ShortcutsSymbol Meaning

.. Thru (i.e. 1..10)< less than (i.e. <10)

<= less than or equal to (i.e. <=10)‘’ Blank (2 single tics)

<>‘’ Is not blank= Equals (i.e. =10)> greater than (i.e. >10)

>= greater than or equal to (i.e. >=10)| Either/or (i.e. 101|105)

<> Is not equal to (i.e. <>10)* Wildcard (i.e. *Co*=contains “Co”, *Co=ends with

“Co”, Co*=begins with “Co”)? One character unknown (i.e. Hans?n would find

Hansen or Hanson)