After you log on to the system, you will view the Main Menu screen which outlines all the modules and their applications, or programs, available for your use.
At the top of the screen, you will see a menu. Four options are available: File, Tools, Desktop and Help, are available. Click on File, or type in ALT+F, and a menu screen will allow you to change your Password, should you need to or if required. The Change Password option will allow you to change only your password. Type in your Old Password, the New Password, and then Confirm the new password by typing it in again. When you click on the On Vacation selection, it will leave a check mark beside the words "On Vacation". If checked this will send the e-mail to the next person in the sequence in the requisition review bypassing the person that is on vacation . When they return they will need to uncheck it. System Info provides Application, Windows, Memory and Server information. Period Info provides the current Fiscal Period and Year for both the Materials Management and Accounts Payable Systems. Auto Shutdown displays the time that is set before the system will automatically shut down if the System Option, User Inactivity Shutdown Time, is set in the Security module. Refresh will refresh the screen or can be done with F5 key. Check for Running Program if checked will pop up a message that a program is already running when attempting to open a program a second time. Print will print the displayed screen. Exit will exit the program.
You can also Exit the system by typing E after typing ALT+F, or simply type in ALT+F4 to exit. Another way to exit the system, or any application, is to click on the X in the upper right hand corner of the screen.
Tools can be utilized if you are using Notification for Contracts that Need Attention in the Contracts tab of the User Master File. If it is checked in the When Logging In box for either Notify User of Contracts or General Contracts that Need Attention, when clicking on Tools and the mode chosen will show a box that displays the contracts that meet the criteria. Click on Desktop or type in ALT+D, and a menu screen will allow you to save your desktop setting, such as changing the size of the menu. You can also restore the desktop settings and default settings.
The main menu consists of a split screen. The left hand side allows you to choose which module you'd like to work with, for example Online Requisitioning or Accounts Payable System. If you click on the name of a module all of its associated applications, or programs, will appear on the right side of the screen. If you click on the + (plus sign) in front of the name of the module, you will be able to view the Reports and Inquiries associated with that modules. Click on the word "Inquiries" and all of the inquiries associated with the module will appear on the right. Click on the word "Reports" to see the associated reports.
The right hand side of your main menu will list the Applications, Inquiries and Reports associated with the module you've chosen on the left. Choose an application by double clicking on the name of the application. The same process is used to access inquiries and reports.