ERP 2.50:User Manual/User Interface

Contents 1 Introduction 2 Menu 2.1 Modules Organization 2.2 Editable User Preferences 2.3 Close Application Button 2.4 Fold and Unfold Buttons 2.5 Navigable Alerts Zone 3 Work Area 3.1 View Modes 3.1.1 Edit Mode 3.1.2 Grid Mode 3.2 Special Status Modes 3.2.1 Menu Loading 3.2.2 Popup Loading 3.2.3 Window Processing 3.2.4 Popup Processing 3.3 Navigation Bar 3.4 Toolbar 3.5 Tabsbar 3.6 Working Area Buttons 3.7 User Messages 4 Linked Items

Introduction

In order to understand better the Openbravo User Interface it is important to know what is what in the application.

On the left of the screen the user can see the Menu, which can be hidden using the arrow

• The Menu is used for navigation. In the Menu the user will find all the windows, processes, and reports depending on the role used.

• The Menu contents depends on the user's role. For example, one user can have various roles and see different things with each. Users and roles are usually created and maintained by the client's Administrator. See more about the Menu

Entering the Menu and clicking on any selected window the following elements will appear on the top of the main frame (also known as the Work Area):

• Navigation Bar with breadcrumb and common actions used in all the application windows.
• Toolbar with unique buttons for all the application windows.

The part to the right from the Menu is called a Work Area, where, depending on the view mode the user either inputs data, performs transactions, views reports, or browses the records. See more about the Work Area

Menu

Modules Organization

Modules are organized into folders in order to help the user to differentiate setup windows from the windows where real transactions are performed, or where data is analyzed.

	Transactions
	Setup
	Analysis Tools

Editable User Preferences

When you click on User Preferences a pop-up window appears which allows you to:

• See the current role information.
• Change the session options such as role, entity, organization, language you want to work with.
• Set your default session options .
• Change your password.

Close Application Button

With just one click of this icon you can close (logout) the application.

Fold and Unfold Buttons

With one click you can unfold the menu and, using the browser's CTRL+F Find feature, you can search for any element of the menu without needing to click through the whole menu.

Navigable Alerts Zone

An alert is a notification that informs or warns its recipients about a critical or very important situation that has arisen. With one click you can see and edit all your active alerts.

More about Alerts

Work Area

In the work area you can view and edit the data of all the selected elements of the application menu.

View Modes

All the application windows can be displayed in two modes - edit mode and grid mode.

Edit Mode

The edit mode window is used for editing individual records and performing transactions.

• If the editing record is an existing one, the icon displayed is
• If the editing record is a new one, the icon displayed is

Note: The disabled save buttons in the toolbar become enabled to indicate that some data within the window has changed. This is a useful reminder that the record needs to be saved before moving on to another one.

Grid Mode

The grid mode window is used for browsing multiple records.

Keep in Mind:

• In grid mode you can sort by multiple columns. If you want to sort just click on the header of the corresponding column heading. For multiple column sorting hold the SHIFT key after selecting the first column while clicking on another one.

Special Status Modes

There are some special status modes

Menu Loading

The "Menu Loading" screen is shown while the menu contents are being changed.

This could happen when:

• The application is being loaded for first time
• There is a change in the user options

Popup Loading

The "Popup Loading" screen is shown while the popup contents are being loaded.

Window Processing

The "Window Processing" screen is shown while a process is being executed in the edition window

Popup Processing

The "Popup Processing" screen is shown while a process is being executed in a popup

Navigation Bar

The Navigation Bar with breadcrumb and common actions used in all the application windows.

	Back	Go to the previous record.
	Reload	Refresh the record you are working on.
	About	View the information about your Openbravo version, licences, and translations.
	Help	Go to the editable online help.

What is a breadcrumb?

A navigable path allowing the users to keep track of their location in the application.

Toolbar

The Toolbar with unique buttons for all the application windows has the following functions, which depend on the entered window:

	New	Create a new record
	Save and Grid	Save the current record and go to the relation view
	Save and New	Save the record and go to a new record
	Save and Next	Save the record and go to the next record
	Save	Save the record and maintain the active record displayed
	Erase	Erase the record
	Undo	Refresh the window and revert changes
	Go to First Record	Move to the first record in the related group
	Go Back One Record	Move to the previous record in the related group
	Go Forward One Record	Move to the next record in the related group
	Go to Last Record	Move to the last record in the related group
	Export to Excel	Export content to excel. Generate an Excel file with currently displayed items
	Export to CSV	Export content to csv (comma separated values). file. Generate a CSV file with currently displayed items
	Export to PDF	Export content to pdf. file. Generate a PDF file with currently displayed items
	Order Records	Select field order on the tab
	Show Filter	Show the filter records window
	Find	Find a Record
	Organize the Menu	Assign the place for the selected record in the tree structure of the menu
	Attach a File	Attach a file to the active record
	View Attached Documents	View the documents attached to the selected record
	Print	Print the selected record. Opens a PDF printout of the currently selected item(s)
	Audit	Show/Hide audit information
	Audit Trail	Open Audit Trail popup More

Tabsbar

The Tabsbar has two parts:

• The left side allows navigation of the hierarchy of the current element
• The right side shows:
  • The window name
  • If there is a callout process being executed in the background (while the Openbravo icon is spinning)
  • If the grid data is being loaded (while the Openbravo icon is spinning)

Working Area Buttons

Through different editing windows, users have additional buttons which help in filling in forms, completing reports, etc.

	Product
	Project
	Account
	Accounting Dimension
	Locator
	Attribute
	Business Partner
	Order
	Order Line
	Shipment/Receipt
	Payment
	Assets
	Calendar
	Calculator
	Results Online
	Results in pdf. Format
	Results in html. Format
	Stock
	Time
	URL
	Password
	Invoice
	Invoice Line
	Details

User Messages

User Messages are displayed centrally and their function is to inform or warn the user about some occurring situation in the application. There are four different types of user messages.

	Error Message
	Success Message
	Info Message
	Warning Message

Linked Items

The linked items icon opens a window allowing users to see all records somehow related to the current record being viewed.