Created by Optimum Technology Transfer Ltd

e5 Basics

user guide

www.optimum.co.uk

Version: ****]

E5 – the basics

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Conventions used in this document

/ Note: something for you to take note of. For example: Every Customer must have at least one address.
/ Tip: a shortcut or tip to help you work quickly. For example: Remember you can double-click to activate a calendar in a date field.
/ Important: something important for you to be aware of. For example:
Always review the Period selection when using transaction drill down screens
/ Warning of consequences – usually of omitting a step.
[***] / keyboard – for example press [Enter], press [Shift]+[F3], press [F12]
Menus / Navigation through menus is indicated with à. For example:
Select Edit à Paste Special à Paste Picture means select Edit menu, then Paste Special from the edit menu, then Paste Picture from the Paste Special options.

Contents

Logging in to e5 WUI 5

Usernames and passwords 5

Passwords 5

Screen lock 5

Menus and navigation 6

Screen layout 6

General 6

Command line 6

Information bar 6

Field Warning and Errors 7

Warning 7

Error 7

Finding codes in e5 8

Field Help overview 8

Field help - using Prompt 9

Field help – using Calculator and Calendar 10

Screens and window management 11

Controlling windows 11

Single window actions 11

Multiple window actions 11

Appendix 12

Action buttons and function keys 12

Logging in to e5 WUI

Usernames and passwords

Open Internet Explorer and choose your e5 URL. The e5 Web User Interface screen will display, click Connect. The e5 Sign On screen will display.

User: enter your user name.

Password: enter your password. This is a maximum of 8 characters in length.

Click OK.

Passwords

· Alpha-numeric – combination of numbers and letters.

· Maximum 8 characters

· If your password/ID is entered incorrectly, on the third attempt, your account will lock and you must contact the system administrator.

Screen lock

Exit from e5 if you are away from your desk, or lock your screen using this procedure:

Press [Ctrl]+[Alt]+[Del].
Select Lock Computer.
Enter your password again to access the computer.

Menus and navigation

Screen layout

General

e5 has a Title bar at the top of the screen to identify the part of e5 you are currently working in. This shows the screen code and name followed by the session number. In the above example; MZA2 e5 Hierarchical Menu – 1 is the screen MZA2 and its description in session one.

e5 has a Menu bar to access commands, and two Toolbars, providing shortcuts and actions to use in various parts of the system. The toolbar under the menus is called the Action bar. The tools (buttons) on the Action bar are often called Actions in e5. The second toolbar is at the bottom of the screen. The centre of the screen is divided into two panes:

· Navigation pane: shows the folder and screen structure you have access to.

· Content pane: shows the subfolders or screens.

Command line

The command line displays information, warning and error messages. Click the drop-down arrow to view all the messages if there is more than one. In the above example, the journal batch number information message is shown.

Information bar

Displays the name of the company you have logged into, the Session number you are in and the Level. To open another session choose ApplicationàSessionàCreate, this opens another window with a new session. This allows you to work on two separate areas of the system or two separate screens at the same time.

Field Warning and Errors

Warning

The yellow background in a field represents a warning. There is something wrong and when you look at the message bar you will see a warning message explaining what is wrong. As is it only a warning the screen can be updated (saved) without changing the field or value. Before the screen can be updated the warning must be accepted. To do this:

· Click Accept Warnings (triangle and exclamation mark) then click Update to save the changes.

· Click Update and Accept Warnings (triangle and tick) to accept the warning and update the screen.

Error

The red background in a field represents an error, you cannot accept (ignore) an error it must be rectified. An error is often seen when mandatory information on a screen has not been entered. Look at the message bar to see the error message explaining what is wrong. You will not be able to update a screen until all the errors have been rectified.

Finding codes in e5

Field Help overview

In any screen within e5 you will be able to use three functions; prompt, calendar and calculator; when these options are available the cursor icon changes.

· Prompt: this is only available for lists. When you click a field where the values come from a list you can look up the value from the list using prompt. With the prompt cursor displayed double-click the field and then click OK to the prompt screen to show all values in the list.

· Calendar: this is only available for dates. When you click in a date field your cursor will change and you can use a calendar. With the calendar cursor displayed double-click the field and the calendar will open. Use the dropdown list to change the month or year. Click the date and then click OK.

· Calculator: this is only available for numeric fields. When you click in a numeric field your cursor will change. With the calculator cursor displayed double-click the field and the will calculator open. Use the calculator then click Update to place the calculator value in the field. Click Cancel to return to the numeric field without the value.

Field help - using Prompt

Much of the data that is input into e5 is in the form of codes to ensure that the data is of good quality and can be used to run meaningful enquiries. This means that when you want to add information or run enquiries, you need to enter codes.

Prompt enables you to search for a code based on selection criteria:

Follow the steps below to use Prompt:

Click the field that requires a code. In the above example, a Journal type is required.
Click Prompt or double-click the field. This opens the selection screen.
To view all entries on the list, click OK. In some Selection screens you must enter selection criteria before you can click OK.
To reduce the list of codes you can enter part or all of the code in the selection screen. Type part of the code you want to find, followed by a wild card. Wildcards (_ or %) allow you to enter part of a word/code rather than the whole thing, which gives you a better chance of finding a matching code on the system. Some selection screen fields do not allow the use of wildcards.

Some examples of wildcards:

stat%: / look for all entries starting stat – will find stationery or station.
%pay: / look for all entries ending pay– will find Maternity pay and Basic pay.
%travel%: / look for all entries containing text string travel anywhere in the description– will find Client travel and travel grant or travelling expenses.

Field help – using Calculator and Calendar

Calendar: this is only available for dates. When you click in a date field your cursor will change and you can use a calendar.

1. When the calendar cursor displays, double-click the field to display the calendar. Use the drop-down list to change the month or year.

2. Click to select a date and then click OK.

Calculator: this is only available for numeric values. When you click in a numeric field your cursor will change and you can use a calculator.

When the calculator cursor displays, double-click the field to display the calculator.
Use the calculator then click Update to put the calculated value in the field.
Click Cancel to return to the numeric field without the value.

Screens and window management

Controlling windows

Single window actions

When you open a screen, it opens as a window and can be controlled like any other window:

· You can maximize, minimize or restore to original size.

· When not maximized, you can resize the window by using click and drag on the window edges.

· Click Close or press [Alt] + [F4] to close a window.

· Click WindowàClose windows to close an open window.

Multiple window actions

You can open more than one Window at once. When maximised, only the active window displays. When you have multiple windows open:

· Select WindowàNew window to open another window.

· Press [Ctrl]+[Tab] to cycle through open windows.

· Select WindowàNext or Previous to move to the next/previous window

Appendix

Action buttons and function keys

Frequently used action buttons and function keys:

/ Help / [F1]
/ Update / [F2]
/ Exit / [F12]
/ Cancel / [F12]
/ Prompt / [F4]
/ Refresh / [F5]
/ Update Warnings / [F10]
/ Accept Warnings / [F11]
/ Amend / [F14]
/ Insert / [F15]
/ Copy / [F16]
/ More / [F6]
/ View
/ Backwards / [F7]
/ Forward / [F8]
/ Right / [F11]
/ Left / [F10]
/ Selection Window / [F13]
/ Paperclip
/ Function keys above F12 are accessed by holding down [Shift], for example, [Shift]+[F3] enables [F15].