I. Navigation
A. Logging on to alio
- Java installed – Java 6.31
- Do NOT block popups
- Adobe Reader installed
- Leave blank web page open
- _tree
- &clientdpi=135
- Create desktop icon
- Talk about items displayed on screen
o Menu
o History
o Favorites (use button menu to modify Favorites)
§ Modify
§ Enter Sequence #
§ Click on Drop Down list
§ Find Program to add
§ Click ADD
§ Add more or close
o User Roles
o Password
§ User screen
§ Organization Master
§ Password tab
o User Reports
- Tree menu structure
B. Screen Basics
1. Understanding Screen Regions
- Blocks of Information on screen (use Vendor Master to show)
- Menu: File / Edit / Query / Record / Help / Window
- Tabs – tab between field, tab off of last field before saving
- Enter Key – takes you to the next record / block
2. Using Wildcards - %
- Use Main Menu (house) leave vendor screen open – go to Chart of Accounts Screen
- Enter Account # using % and also _
3. Using Tabs
- Tabs on Vendor Master screen (Terms, Federal, Standard Items, etc.)
4. Using Drop Down Lists
- Click drop down arrow (info from MASTER table)
- Find Account #
o Start typing
o Click after %
o Type info, then click Drop Down List button
o Type info (difference with Tab & Enter)
- List of Values (F9) – information comes from a MASTER table, which you can customize
- Using Clipboards – same as Drop Down List (show Vendor Merge screen)
- Using Selection Calendar
o Double click in date field (use batch master window)
o Type date without dashes, use 4-digit year
C. Changing Default Years
- FAS Menu
- Enter year (13) (2 digit) / SAVE
- Displays on menu screen at top right
D. Common Operations in alio (add, change, delete, find)
- Find & Find/Find (F2) (Modes: Entry & Find)
- Save (F3)
- Add record or block of info (i.e. address/contact) (F4)
- Delete record (F5) (explain effect based on block cursor is in)
- Print (F6) print active screen
- Green Left/Right arrows (also use up/down arrows)
o Find group of account #’s – show arrow through
o Talk about changing data in multiple found records (clicking back into field, then clicking next
- Red X – Exit (F10)
E. Logging off alio
- Close alio BEFORE closing browser
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