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ERP 2.50:User Manual/User Interface

Contents

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 Hide.png the arrow


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):


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.

IconFolderOpened.pngTransactions
IconFolderOpened.pngSetup
IconFolderOpened.pngAnalysis Tools

Editable User Preferences

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When you click on User PreferencesIconUser.png a pop-up window appears which allows you to:

Close Application Button

IconLogout.png

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

Fold and Unfold Buttons

IconContract.png IconExpand.png

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

IconAlert.png

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.

IconEditView.selected.png Edit Mode

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

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.

IconRelationalView.selected.png Grid Mode

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The grid mode window is used for browsing multiple records.

Keep in Mind:

Special Status Modes

There are some special status modes

Menu Loading

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

This could happen when:

Popup Loading

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

Window Processing

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

Popup Processing

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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.

IconBack.normal.pngBackGo to the previous record.
IconRefresh.normal.pngReloadRefresh the record you are working on.
IconAbout.normal.pngAboutView the information about your Openbravo version, licences, and translations.
IconHelp.normal.pngHelpGo 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:

IconNew23.pngNewCreate a new record
IconSaveAndRelation.pngSave and GridSave the current record and go to the relation view
IconSaveAndNew23.pngSave and NewSave the record and go to a new record
IconSaveAndNext.pngSave and NextSave the record and go to the next record
IconSave.pngSaveSave the record and maintain the active record displayed
IconErase.pngEraseErase the record
IconUndo.pngUndoRefresh the window and revert changes
IconFirst.pngGo to First RecordMove to the first record in the related group
IconPrevious.pngGo Back One RecordMove to the previous record in the related group
IconNext.pngGo Forward One RecordMove to the next record in the related group
IconLast.pngGo to Last RecordMove to the last record in the related group
IconExportExcel.pngExport to ExcelExport content to excel. Generate an Excel file with currently displayed items
IconExport.pngExport to CSVExport content to csv (comma separated values). file. Generate a CSV file with currently displayed items
IconExportPdf.pngExport to PDFExport content to pdf. file. Generate a PDF file with currently displayed items
IconOrderBy.pngOrder RecordsSelect field order on the tab
IconSearchFilter.pngShow FilterShow the filter records window
IconSearch.pngFindFind a Record
IconOrganzieMenu.pngOrganize the MenuAssign the place for the selected record in the tree structure of the menu
IconAttach.pngAttach a FileAttach a file to the active record
IconAttachedDocuments.pngView Attached DocumentsView the documents attached to the selected record
IconPrint.pngPrintPrint the selected record. Opens a PDF printout of the currently selected item(s)
IconAudit.pngAuditShow/Hide audit information
IconAuditTrail.pngAudit TrailOpen Audit Trail popup More

Tabsbar

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The Tabsbar has two parts:

Working Area Buttons

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

IconProduct.pngProduct
IconProject.pngProject
IconAccount.pngAccount
IconAccountDimension.pngAccounting Dimension
IconLocator.pngLocator
IconAttribute.pngAttribute
IconBusinessPartner.pngBusiness Partner
IconOrder.pngOrder
IconOrderLine.pngOrder Line
IconShipmentReceipt.pngShipment/Receipt
IconDebtPayment.pngPayment
IconAssets.pngAssets
IconCalendar.pngCalendar
IconCalculator.pngCalculator
IconResultOnline.pngResults Online
IconResultPdf.pngResults in pdf. Format
IconResultHtml.pngResults in html. Format
IconStockSelector.pngStock
IconTime.pngTime
IconUrl.pngURL
IconPassword.pngPassword
IconInvoice.pngInvoice
IconInvoiceLine.pngInvoice Line
IconDetail.pngDetails

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.

Image11.pngError Message
Image12.pngSuccess Message
Image13.pngInfo Message
Image14.pngWarning Message

IconRelatedInfo.png Linked Items

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

Retrieved from "http://wiki.openbravo.com/wiki/ERP_2.50:User_Manual/User_Interface"

This page has been accessed 14,042 times. This page was last modified on 14 June 2011, at 11:04. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.