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USER MANUAL
FOR
BASIC NAVIGATION
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CONTENTS
Topics
Page
CONTENTS ........................................................................................................................................2
IFS NAVIGATION ...........................................................................................................................3
How to Log on to IFS Applications........................................................................................................................................ 3
Managing the Navigator.............................................................................................................................................................. 4
Learning Objectives........................................................................................................................................................................ 4
Benefits ............................................................................................................................................................................................... 4
Navigator Overview ........................................................................................................................................................................ 4
Steps for Using Navigator.................................................................................................................................................................. 4
Layout ................................................................................................................................................................................................ 4
Customizing the Navigator ................................................................................................................................................................ 4
Steps for hiding Navigator Items .......................................................................................................................................... 6
Data Edit............................................................................................................................................................................................... 7
Learning Objectives........................................................................................................................................................................ 7
Create New Record ......................................................................................................................................................................... 7
To create a duplicate record ....................................................................................................................................................... 7
Remove a Record ............................................................................................................................................................................ 8
Data Retrieval ................................................................................................................................................................................... 8
Learning Objectives........................................................................................................................................................................ 8
Benefits ............................................................................................................................................................................................... 8
Populate .............................................................................................................................................................................................. 8
Overview............................................................................................................................................................................................. 9
Using Query....................................................................................................................................................................................... 9
Query for a Specific Record............................................................................................................................................................... 9
Query with Count Results .................................................................................................................................................................. 9
Save a Query for Later Use.............................................................................................................................................................. 10
Report Scheduler.............................................................................................................................................................................. 10
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IFS NAVIGATION
How to Log on to IFS Applications
Following steps will guide you through setup options for the application logon procedure. The remember password functionality is the
same functionality found in many applications on the Windows platform.
5.
6.
Enter your login credentials. Enter your user name in the Username field. Enter password in the Password field. In the
Database field, select the correct database to connect to.
7.
Select the Remember Password check box.
8.
Click OK to log on to the application.
9.
In File menu, click Logoff to log off the database again.
10.
In File menu click Logon. This will bring up the Logon window again.
The second time the Logon window opened, the Password field should have been already filled. You only need to click OK to access
the application.
Note: If you are currently running this exercise on a client computer with a Windows 95 or 98 operating system, the
Remember Password functionality will not be available.
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Learning Objectives
Benefits
The Navigator provides a quick and easy way to access windows within IFS Applications.
The navigator can be changed in appearance and customized after your own needs.
Individuals can further modify the Navigator to fit their own needs.
Navigator Overview
The Navigator organizes the contents of IFS Applications. It is a flexible tool, which can adapt to simplify your daily work. It contains
items corresponding to windows, objects or tasks. Since it is similar to Windows explorer it is easy to learn how to use it.
Steps for Using Navigator
1.
2.
5.
6.
Button
3.
4.
Layout
The Navigator contains both folders and items.
Any changes you make to the Navigator layout or its items can easily be restored to the default settings.
Customizing the Navigator
All items in the Navigator can be renamed and moved.
IFS APPLICATION USER MANUAL FOR BASIC NAVIGATION
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Select the folder that you would like to hide right-click and click Hide.
Note: When we hide a navigator item, the item will disappear from the Navigator. This is probably what you expected. The next step
shows you how to make these items visible again.
With the cursor in the Parent folder (under which the hidden folder option is available), right-click and click Unhide descendents
to display the hidden items.
All the Hidden Items will return to the normal display mode.
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Data Edit
Learning Objectives
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a) Toolbar button
b) Commands menu, Duplicate (F6) option
When you duplicate a record, a copy of the selected record is created.
Note: Some values will not be copied, but may receive a unique value, or may require manual entry.
Useful feature when you want to create a record that contains much of the same information as an existing record.
Note: In table windows, you can duplicate multiple records at the same time.
Remove a Record
To remove a record, use:
a) Toolbar button
b) Commands menu, Remove (F7) option
When you use the Remove command, the selected record is marked for deletion.
To reverse the remove command for the same record, select Remove again.
Select Save to confirm and complete the deletion.
Note: In a table window you can remove several records at the same time.
Data Retrieval
Learning Objectives
How to work with data retrieval, including:
Benefits
Well structured and easy to use data retrieval mechanism, providing:
Populate
A window is populated by either of these two methods:
a)
b)
Toolbar button
Commands menu, Populate (F2) option.
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The populate function retrieve all records from the database for the selected window.
Overview
You can query data in a window by using:
a) Toolbar button
b) Commands menu, Query (F3) option
Using Query
Query feature is used to retrieve only a selected part of the available data. In most cases the available data will be a large number of
records. To be able to retrieve only those records that are of interest, you need to know how the Query dialog works.
Item Available source items for which you can query.
Value The value field where you put your query condition combined with the query operators available in the drop down list.
Sort Sort the records by the selected attribute in either ascending or descending order.
Following are the steps to use query feature
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Note: You can now decide if the search is specific enough, or whether you need to modify the query. In the above example, depending
on how much data the database contains, the number of records will probably not be too large. For the sake of this exercise, we will
limit the query to persons with names beginning with A who live in the INDIA.
1.
2.
3.
Note: Your query will now be saved in the profile repository. This means that each time you open this window; you will have this
query available even if you log off the database and exit the application.
7.
8.
9.
Note: When you selected the query, the search conditions for the query were populated in the Query window. This means that besides
using a saved query, you can also refine the search even more before the query is executed. A saved query for a window is also
directly accessible from the list field located in the toolbar.
Report Scheduler
You can schedule the execution of each report from report Scheduler. Scheduler can be Daily or Weekly.
To schedule a particular report click on File/Info Service/Order Reports. Select a particular report and give the criteria for that report.
Then click on Execute Tab and define the schedule for that report.
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S. No.
Button
Hot Key
Description
Data Manipulation
1.
F5
2.
F6
3.
F7
To remove a record
4.
F4
5.
F12
Data Retrieval
6.
F2
Retrieve all records from the database for the selected window
7.
F3
Context Help
8.
F8
9.
Shift+F9
General Functions
10.
None
Move Forward
11.
None
Move Backward
12.
Ctrl P
13.
None
Save the selected rows to the external file in the following types:
Semi-colon separated
Comma separated
Text File
HTML File
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IFS APPLICATION USER MANUAL FOR PURCHASE
VERSIO 1.0
Data Manipulation
14.
F5
15.
F6
16.
F7
To remove a record
17.
F4
18.
F12
Data Retrieval
19.
F2
Retrieve all records from the database for the selected window
20.
F3
Context Help
21.
F8
22.
Shift+F9
General Functions
23.
None
Move Forward
24.
None
Move Backward
25.
Ctrl P
26.
None
Save the selected rows to the external file in the following types:
Semi-colon separated
Comma separated
Text File
HTML File
Page 12 of 12
IFS APPLICATION USER MANUAL FOR PURCHASE
VERSIO 1.0