Navigating Solar Eclipse. Release 8.7.2

Transcription

1 Navigating Solar Eclipse Release 8.7.2

2 Legal Notices 2011 Epicor Software Corporation. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Epicor and the Epicor logo are registered trademarks and/or registered service marks of Epicor Software Corporation in the United States and other countries. Epicor Eclipse is a trademark and/or service mark of Epicor Software Corporation. All other trademarks or service marks are the property of their respective owners and should be treated as such. Epicor Eclipse Online Help System This online help system, as well as the software described in it, is provided under license and may be used only in accordance with the terms of the license. The content provided is for informational use only and is subject to change without notice. Epicor Software Corporation assumes no responsibility or liability for any errors or inaccuracies that may be included in this documentation. Publication Date: September 16, 2011

3 Table Of Contents Solar Navigation Overview... 1 Network Connectivity... 1 Accessing Solar Eclipse Help... 2 What the Help System Includes... 2 Using the Help System... 2 Logging in to Solar Eclipse... 3 Viewing and Logging Out of Multiple Solar Eclipse Sessions... 5 Displaying the Solar Eclipse Main Menu Bar... 6 Setting Solar Eclipse to Always Display On Top... 7 Solar Eclipse Function Guidelines... 8 Comparing Windows and Screens... 8 Keyboard and Mouse Functions... 8 About Solar's Added Features... 9 Tasks Not Available in Solar Window Details Saving Changes and Closing Windows Saving Changes Saving Changes in Secondary Windows Closing Windows Opening Windows Searching for Menus Using New Wizards Customizing Font Styles and Sizes Providing Information About Error Messages Working with Toolbar Templates Customizing Toolbars Keyboard Navigation Details Keyboard Data Entry Details Keyboard Window Display Details Data Entry Overview Entering Required Data Entering Validated Data Entering Data Using Field-Specific Buttons iii

4 Navigating Solar Eclipse Entering Data in a Calculator Field Typing Data Field Rules and Details Quick Filters Copying Text in View-Only Fields Special Function Fields Full Screen Editing Branch and Territory Field Guidelines How Territories Work on Reports Accessing Recently Used Records Entering Branches or Territories Entering Dates Using Variable Dating Field-Specific List Button Guidelines Entering Multiple Values in Fields System Searches Overview Searching with Words and Numbers Searching with Special Characters Additional Search Tips Conducting Global System Searches Turning Off the Auto-Complete Function Hiding the Global Search Field Searching for Customers or Vendors Searching for Products Searching for Invoices in A/P Entry Searching for Transactions Using Last Search and Document Recall Last Search Function Recall Document Function Searching for Menus Limiting Records Returned in Queues Tables Overview Formatting Tables Working with Table Data Table Color Guidelines iv

5 Table Of Contents System-Wide Uses of Color Using Colors to Group and Prioritize Items Working with Table Columns Enabling the Horizontal Scrollbar for Tables Entering and Editing Table Data About Table Cells Navigating Within Tables Searching for Data Within Tables Entering and Editing Data Within Tables Exporting Table Data Viewing the Clock and Calendar Index v

6

7 Solar Navigation Overview Solar Eclipse is the graphical user interface (GUI) version of Eclipse. Both versions of the program offer the same core functionality and access the same data from your database. The topics in this area of the help system explain some of the basic features and functions of Solar Eclipse, such as: Using Solar Eclipse in conjunction with the character-based Eclipse system. Working with windows, menus, and toolbars. Using your keyboard in Solar Eclipse. Entering data in fields. Searching the system for customers, vendors, products, and transactions. Working with tables. Network Connectivity When working with Solar Eclipse, the system behaves in the following manner when it encounters issues with the network connection: If there is a networking problem, the system notifies users through the message bar. When a networking error occurs, the system retries the operation. If the network outage is temporary, the operation will be successful upon retry. Check your message bar frequently and keep it visible to keep an eye on the health of the network connection Epicor Software Corporation. All rights reserved. 1

8 Navigating Solar Eclipse Rel Accessing Solar Eclipse Help Online help is available for each system window. To access help from a specific screen, press F1. You can also access help by pressing F11, as you do in the character-based system. What the Help System Includes The Solar Eclipse help system provides: Overviews that provide basic information about the different areas of the application. Step-by-step instructions for completing system tasks. Information for troubleshooting, tips, and maintenance requirements. Reference topics that discuss how the system works or calculates information. Visual flowcharts that show you certain processes. You can click on steps to get to more information or detailed instructions. Using the Help System For complete information on using the help system, see the help homepage. From the Solar Eclipse main menu bar, click the Help menu option and select Help Homepage Epicor Software Corporation. All rights reserved.

9 Rel Navigating Solar Eclipse Logging in to Solar Eclipse Your system administrator sets up your user name and initial password. You are prompted to change your password the first time you log in to the system, and you can later change your password at any time. You can also log in at another user's terminal using your user name. This function is helpful when you are far away from your own terminal and need to use the system. Note: Your system password is associated with your user profile, which determines which system screens you can access. Typically, this access only allows you to access the screens you need to complete your job functions. Many other features are controlled by the authorization assigned to your system password. To log into the system: 1. Launch Solar Eclipse by double-clicking the desktop icon, or by selecting it from the Program Files menu. 2. In the User Name field, enter your user name. This field is case-sensitive. 3. In the Password field, enter your password. This field is case-sensitive. 4. Click OK, or press Enter. Note: Your password identifies you to the system, which then uses the information stored in your User File to determine your access to menus and printers. It also determines your security and authorization levels. If you are logged in to other instances of Solar Eclipse, the My Logged In Sessions window displays and lists the sessions you are currently logged in to. For information about logging out of multiple Solar Eclipse sessions, see Viewing and Logging Out of Multiple Solar Eclipse Sessions. 5. The following prompts may display depending on your setup in User Maintenance: Prompt Do you want to clock in? Select a Location Select a Printer Description Indicate if you want to clock in and track your time on the system. If you are authorized to log in to different locations, select the location from which you want to work for this session. If there is not a default printer identified for plain paper use, the system prompts you to select an appropriate printer. A plain paper printer must be selected for your session in order to print reports, forms, and other documents. To change your password: 1. From the System menu, select Change Password to display the Change Password window. 2. In the Current Password field, enter your current password. 3. In the New Password field, enter your new password. 4. In the Verify Password field, re-enter your password exactly as you entered it in the New Password field. 5. Click OK to save your changes and close the window Epicor Software Corporation. All rights reserved. 3

10 Navigating Solar Eclipse Rel Note: You can also see your System Administrator to change your password. To sign on as a new user: 1. From the File menu, select New User. 2. At the clock-out prompt, enter one of the following: Y - Logs and clocks the current user out of the system. N - Logs the current user out of the system without clocking that user out. 3. If you have access to more than one account, select the account you want to log into in the Logon Accounts screen and press Enter. 4. In the User Name field, enter your user name. 5. In the Password field, enter your password. 6. Click OK, or press Enter. To log into Eterm from Solar: 1. From the File menu on the main menu bar, select Start Eterm. The Eterm Log-on window displays. 2. The system populates the User Name field and the System Password field, based on your input when you logged into Solar. If these fields are blank, log into Solar using the same information as you would logging into Eclipse. 3. Click OK. The Eclipse screen displays Epicor Software Corporation. All rights reserved.

11 Rel Navigating Solar Eclipse Viewing and Logging Out of Multiple Solar Eclipse Sessions Each user has the ability to log in to multiple instances of Solar Eclipse. For example, you might log in to Solar Eclipse on two computers based on the tasks you are completing and your proximity to a computer terminal in the warehouse. Logging in to multiple sessions can take up licenses that are required for other users to log in. Also, if you leave an order open in one logged in session, another user cannot access the order for editing. You can only log in to multiple instances of Solar Eclipse on multiple computers, or using different user name and password combinations on the same computer. If you attempt to log in multiple times to the same IP address with the same user ID and password, the system automatically closes your previous session. To log out of your Solar Eclipse sessions: 1. From the File menu, select My Logged In Sessions to display the My Logged In Sessions window. This window lists all the sessions you are currently logged in to, including the log in time, the computer name, IP address, and terminal ID of the computer that is running the session, and whether that session contains any locked orders. This window also displays when you log in to Solar Eclipse if you are already logged in on the same computer, or another computer in your network. 2. Select the check box in the Log Out field next to the sessions from which you would like to log out. You cannot log out of the session from which you accessed the window. 3. Click Log Out Selection Sessions to log yourself out of the sessions you selected, or click Done to close the window without logging out Epicor Software Corporation. All rights reserved. 5

12 Navigating Solar Eclipse Rel Displaying the Solar Eclipse Main Menu Bar The Solar Eclipse main menu bar displays when you log in to the application. You can resize the main window, if needed, to fit your monitor viewing area based on your needs. For example, if you have several widgets that automatically display, you may want to enlarge your main window to view the widgets without scrolling. After you have resized the window, the system saves your setting for the next time you login. As you work in the application, the windows you have open can display on top of the menu bar, possibly hiding it from view. However, you can return to the menu bar without having to close or move the windows you have open. To display the Solar Eclipse main menu bar: 1. Display any window in Solar Eclipse. 2. From the User Tools menu, select Solar Eclipse Main Window. The menu bar displays in front of any other Solar Eclipse windows that you have open Epicor Software Corporation. All rights reserved.

13 Rel Navigating Solar Eclipse Setting Solar Eclipse to Always Display On Top Setting the Solar Eclipse main menu bar to always be on top displays it in front of any other open windows on your computer's desktop, including any other open Solar Eclipse windows. If you are using the global Solar Eclipse search or the Quick Sales Order Entry widget, set the main menu bar to always display on top so you can use the keyboard shortcuts to access those functions. To set Solar Eclipse to always display on top: 1. From the File menu, select Preferences to display the Preferences window. 2. Click the Advanced tab. 3. Select the Make Solar Main Window Always On Top check box and click OK Epicor Software Corporation. All rights reserved. 7

14 Navigating Solar Eclipse Rel Solar Eclipse Function Guidelines Solar Eclipse is the graphical user interface (GUI) version of character-based Eclipse. Both versions of the program offer the same core functionality and access the same data simultaneously. Some users can access the system via Solar Eclipse, while others access the system via Eclipse. Like the character-based Eclipse system, Solar Eclipse offers real-time processing and dynamically generated search results. Solar Eclipse, however, offers the extra advantages of a Windows-based interface. Comparing Windows and Screens In the character-based system, you select menu options by pressing a function key and then pressing the highlighted letter for the desired menu option. The screen displays and remains active until you press Esc to save and exit, or until you open a separate screen using another function key. You can only view one screen at a time, and you must press Esc to back all the way out of any given screen. In Solar Eclipse, you select menu options by clicking on the main menu option and then clicking on the desired menu option. For each menu option, a new window opens. You close the window by clicking the Close (X) button in the upper-right corner, or by selecting Exit from the File menu. Depending on the resolution setting of your monitor, you can view more than one window at once. However, only one window is active at a time. Keyboard and Mouse Functions This section describes the main keyboard and mouse differences between the two systems. For each task listed, the most common method for each system is given. Both systems offer more than one way to complete most tasks. Note: Keystrokes that include the word "and" must be pressed at the same time. Task How you do it in Eclipse How you do it in Solar Eclipse Open a menu. Maximize the application to fullscreen size. Save your changes and exit the screen. Move to the top of the field, selection window, or paragraph you are in. Move to the end of the field, selection window, or paragraph you are in. Press a function key and then press the hot key for the menu option. Press Alt and Enter. Press Esc. Press Shift and Home. Press Shift and End. Click a main menu option, and then click a menu item from the list that displays. Click the Maximize button in the top-right corner of the Solar window. From the File menu, select Save. From the File menu, select Exit. Press Ctrl and Home. Press Ctrl and End Epicor Software Corporation. All rights reserved.

15 Rel Navigating Solar Eclipse Task How you do it in Eclipse How you do it in Solar Eclipse Recall the default value of the field you are in, as long as you have not advanced to another field. Press Ctrl and R. Press Ctrl and Z. About Solar's Added Features In addition to the features that systems share, Solar Eclipse offers the following additional features: Full mouse navigation. Drag-and-drop capability with most Windows applications. Quick sorting capabilities for easy data analysis. Customizable toolbars and tables Epicor Software Corporation. All rights reserved. 9

16 Navigating Solar Eclipse Rel Tasks Not Available in Solar Some functions of the character-based Eclipse system are not yet available in Solar Eclipse. When you access a non-solar function, Eclipse comes to the foreground on your screen. If you are not currently logged in, you might be prompted to log into Eclipse. Once you have completed the task in Eclipse, press Esc to save your changes and exit character-based Eclipse. Solar Eclipse again comes to the foreground. Note: When you must complete a task in Eclipse, user help for that task is available in the character-based Eclipse Help, as well as in Solar Eclipse help system. If you are in Solar and you want to log into Eclipse, from the File menu on the main menu bar, select Start Eterm. The User Name field and the System Password field should already be populated, based on your input when you logged into Solar. If these fields are blank, log into Solar using the same information as you would logging into Eclipse Epicor Software Corporation. All rights reserved.

17 Rel Navigating Solar Eclipse Window Details Solar Eclipse is a Windows-based application. When you first log into the system, the Solar Eclipse menu bar displays, showing the main menu options. To select a menu option, you can use the mouse or the keyboard. For any menu option you select, the system opens a new window in which you perform the task. After completing the task, you save your changes and close the window. Note these things about working with Solar Eclipse windows: You can usually have multiple windows open at the same time. You can still open and work in other windows when one window is running a process. You can usually move between open windows in any sequence. However, if your cursor changes to a symbol, that window is not currently accessible. You must complete the required information in your last active window before working in a different window. Look for fields marked with a red asterisk (*), which indicates required information. By default, if you have multiple Solar windows open but minimized to your Windows task bar, when you close the window you have open, the next window you opened maximizes and your cursor moves to that window. For example, you open a Sales Order Entry window, a Product Maintenance window, and a Price Maintenance window, in that order. You have all but the Sales Order Entry window minimized to the Windows task bar. When you close the Sales Order Entry window, the Product Maintenance window maximizes. To leave all Solar windows minimized until you select to maximize them, select File > Preferences from the Solar main menu bar, and deselect the Upon window close, set focus to the next window check box on the Advanced tab. Some Solar Eclipse windows open with a small window that requires information before you can continue using the main window. This type of window is called a modal window or a modal dialog box and contains *#* in the window title bar before the window name. The number indicates how many modal windows are currently open. For example, if you have no other windows open and open the Sales Order Entry window, it displays with a modal window titled (*1*) Initial Order Entry. If you have more than one modal window open at a time, you receive an error message indicating that you must close the other window that is blocking you from continuing. The error message contains a link to display the "blocking" window Epicor Software Corporation. All rights reserved. 11

18 Navigating Solar Eclipse Rel Saving Changes and Closing Windows This section describes methods you use to save changes in main windows and secondary windows and how to close windows throughout the system. Saving Changes The following are some common ways in which you save your data: Select File > Save within a window. Click OK or Yes at a prompt. Click Yes when prompted to save changes you made. Click... Yes No Cancel To... close the window and save your changes. close the window without saving your changes. return to the active window without saving your changes. Select File > Next Item or type Ctrl. (Ctrl Period) to save your changes and clear the information from the window so you can enter a new item. This functionality is only available in select windows within the system. Saving Changes in Secondary Windows When saving your changes, different rules apply for windows you access from a main menu and windows you access from within other windows. If you are saving changes in... a window you accessed directly from a main menu a window you accessed from within another window (such as the Additional menu within Customer or User Maintenance) Then... you are prompted only once to save your changes. you may be prompted to save your changes in: the secondary window in which you made the change and the primary window from which you accessed the secondary window. Important: If you save your changes in the secondary window, but do not save them in the primary window when prompted, your changes are not saved. Closing Windows The following are common ways in which you close system windows: Select File > Exit within a window. If you have changed data, the system prompts you to save your changes. If you have not changed data, the window closes without a prompt Epicor Software Corporation. All rights reserved.

19 Rel Navigating Solar Eclipse Click the X in the upper-right corner of the window. Click OK or Yes to a prompt. Press F Epicor Software Corporation. All rights reserved. 13

20 Navigating Solar Eclipse Rel Opening Windows When you first log into the system, the Solar Eclipse menu bar displays the main menu options. You can access these options with the mouse or keyboard. Each menu option opens a new window in which you complete the task. You can close these windows using the mouse or the keyboard. To search for a menu, see Searching for Menus. To access a menu using the mouse: 1. Click the main menu option, such as System or Orders. The options for that menu display below it. 2. Move the mouse cursor down the menu. When the desired menu option is highlighted, click the left mouse button. Note: If an arrow appears next to a menu option, rest the mouse cursor over that menu option to see more choices. To access a menu using the keyboard: Each main menu option includes one underlined letter in its name. These letters are used in conjunction with other keys to select menu options using the keyboard. 1. Find the main menu option you want and locate its underlined letter. 2. Press and hold Alt while pressing the underlined letter for that menu option. The options for that menu display below it. Note: To select a different main menu, release both the Alt key and the underlined letter, and then use the Left and Right Arrow keys to move to a different main menu option. 3. To select an option displayed under a menu, do one of the following: Press and hold Alt while pressing the underlined letter in the option name. Use the Up or Down Arrow keys to highlight the option, and then press Enter to select it. Note: If an arrow appears next to a menu option, use the Arrow keys to highlight the desired menu option, and press Enter to select it Epicor Software Corporation. All rights reserved.

21 Rel Navigating Solar Eclipse Searching for Menus Solar Eclipse is a large application with a large number of menus available. Use the global system search to launch windows for menus to which you might not remember the exact path. The system search allows you to access the windows that you need without having to remember the exact path, or without having to navigate through the exact menu path. When you search for a menu from the main Solar Eclipse menu bar, the system searches only those menus available from the main menu bar, it does not search menus that are available on individual Solar Eclipse windows, such as Customer Maintenance. To search through menus on individual windows, use the Quick Menu Launcher available within each window. Note: You can also use the Recent Screens to access the 10 most recent screens you have viewed in the application. To search for a main menu item: 1. With the main Solar Eclipse menu bar window selected, select Menus from the Search dropdown list located on right side of the main menu. 2. In the Global Search field, enter the keyword in the menu you are trying to find. For example, type matrix to search for any menu item that contains the word "matrix" in it. 3. Press Enter or click the down arrow to display the list of menu items that contain the word you entered in step Select the menu item you want to display and press Enter. The system displays the window connected to the menu path. To search for a menu item within a window: 1. With a Solar Eclipse window open and selected, press Ctrl + Spacebar or select User Tools > Quick Menu Launcher to display the Quick Menu Launcher window. 2. In the Quick Menu Launcher field, enter the keyword in the menu you are trying to find. For example, type lines to search for any menu item that contains the word "lines" in it. 3. Press Enter or click the down arrow to display the list of menu items available within the window that contain the word you entered in step Select the menu item you want to display and press Enter Epicor Software Corporation. All rights reserved. 15

22 Navigating Solar Eclipse Rel The system displays the window connected to the menu path Epicor Software Corporation. All rights reserved.

23 Rel Navigating Solar Eclipse Using New Wizards When you enter a new product, customer, or vendor, you can use a "New Wizard," which takes you through the process, step by step. To use the New Wizard from the Product, Customer, or Vendor Maintenance window: 1. From the Maintenance menu option, select Product, Customer, or Vendor to open the maintenance window you want. 2. From the File menu, select New Wizard. 3. Enter the appropriate information in the active window, and then click Next when you are ready for the next step. If you need to return to a previous step, click Previous. The step number you are on displays in the New Wizard window header. Note: A field marked with a red asterisk (*) is required. 4. In the Sort By field, enter the most significant word of the name, using any combination of numbers or letters (up to 15 characters). 5. In the Index field, add information that might be useful for a search. For example, when a new customer is set up in the system, a customer name is entered, as well as index terms that are used to locate the customer later. These index terms typically include all or part of the customer name, phone number, and zip code, as well as other characters that your company wants to use. 6. Click Finish. The system displays the maintenance record for the new product, customer, or vendor. Note: If you need to make any changes, place your cursor in the field you want to edit and re-enter the information Epicor Software Corporation. All rights reserved. 17

24 Navigating Solar Eclipse Rel Customizing Font Styles and Sizes You can change the font style and size of standard text in all of your windows. This can be useful if you prefer a different type of font or size to read with. Keep in mind that research has shown that sans serif font types are easier to read on screens. A serif is a small decorative line added as embellishment to the basic form of a character. Typefaces are often described as being serif, and have a decorative line, or sans serif, that is, they have no decorative line. For example, the standard font, Tahoma, looks like this. Tahoma is a sans serif font, and is the default font for Solar Eclipse. It is similar to Ariel font, which is frequently used for the internet. A different font, Goudy Old Style, is commonly found in fiction books. Goudy Old Style is a serif font. To customize font style and size: 1. From the File menu, select Preferences to display the Preferences window. 2. Click Change Font to display the Font Chooser where you can change font styles and size. Note: Below the Font Name and Font Size columns and above the OK and Cancel buttons is the font line, which reflects your current choices. 3. In the Font Name column, scroll to the font type you want and select it. 4. In the Font Size column, scroll to the font size you want and select it. 5. In the Bold check box, do one of the following to determine whether or not to bold all of your text: Select the check box - Bolds all text. Do not select the check box - Does not bold all text. 6. In the Italic check box, do one of the following to determine whether or not to italicize all of your text: Select the check box - Italicizes all text. Do not select the check box - Does not italicize all text. 7. Click one of the following: OK - Saves your changes, then returns you to the Preferences window. Cancel - Does not save your changes, then returns you to the Preferences window. 8. To return your system to its default font settings, click Use Default Font Epicor Software Corporation. All rights reserved.

25 Rel Navigating Solar Eclipse Providing Information About Error Messages From time to time, you may find that information you have entered into the system produces an error message. When an error message displays, the information is captured and sent to an error event database to assist with the investigation of errors reported at a particular client's site. Information you enter on an error message can assist with solving the error and finding out what caused it. You are not required to populate an error message with information, however. Use the following procedure to populate error messages with additional information, which the system sends to the support team. To provide information about an error message: 1. In the first free-form field, enter information about what task you were trying to perform when the error occurred. For example, you might describe: What you were doing when the error occurred. What keystrokes were you attempting. Whether you were trying to save or cancel the information. Add any information you feel might be helpful. 2. The second, view-only field displays system-generated error details, including the severity of the error and the date and time it occurred. Do one of the following: To hide this field from view, click Hide Details. To display the field, click Display Details. 3. When you are finished adding information, click Close. This saves the information and forwards it to the database and the support team Epicor Software Corporation. All rights reserved. 19

26 Navigating Solar Eclipse Rel Working with Toolbar Templates Use the templates functionality to set up customized toolbars for multiple users. Customized toolbars are useful when you have different users in your company who access the same functions frequently. For example, if you have account representatives in different buildings, you can set up the same customized toolbar for all of your representatives at the same time. Templates are different from customized toolbars in that a customized toolbar is based on user preferences. Templates are customized toolbars that you can assign to multiple users. There is a default user toolbar, ECLIPSE_DFLT, for each window that we recommend using as your starting point, especially if you are new to Solar Eclipse. Save a copy of the ECLIPSE_DFLT template prior to making any changes. When you work with templates, the Toolbar Customization title bar at the top of the window displays the name of the template that you are working with. The status bar at the bottom left of the window also displays the name of the template that you are working with. If you are not currently editing a template, the Edit Template menu option is the only option available from the Template menu. Note: User settings override template settings. This topic contains procedures for the following tasks: Creating a template Create a customized toolbar as a template that you can assign to multiple users. Editing a template Edit a template for multiple users. Editing your customized toolbar Allows you to edit your customized toolbar. Deleting user settings Allows you to delete your customized toolbar. Copying a template Copy current template settings to another template. Deleting a template Delete the template from the system for all users. Assigning a template to a user Assign a template to a single user or multiple users. To create a template: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. 2. From the Template menu, select Edit Template to display the Toolbar Template window. 3. In the Template Name column, click **CREATE NEW TEMPLATE**. 4. At the Enter New Template ID prompt, type the name of the template you are creating and click OK. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type, for example, Template - Accounts Payable. 5. Use the Customizing Toolbars procedure to create your template Epicor Software Corporation. All rights reserved.

27 Rel Navigating Solar Eclipse To edit a template: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. 2. From the Template menu, select Edit Template to display the Toolbar Template window. The Template Name column contains the names of the templates you have created, if there are any. Note: If the check box in the Configured column is selected, it indicates that this template's attributed have been created. 3. Click the name of the template you want to edit. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type. 4. Use the Customizing Toolbars procedure to create your template. If you are customizing ECLIPSE_DFLT, save a copy of the template prior to making any changes. If you customize ECLIPSE_DFLT directly, your changes will be overwritten the next time you upgrade. To edit your customized toolbar: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. 2. From the Template menu, select Edit Template to display the Toolbar Template Window, and select the template. 3. From the Template menu, select Edit User. The system displays your personal, customized toolbar. 4. Use the Customizing Toolbars procedure to edit your user template. To delete user settings: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type. 2. From the Template menu, select Delete User Settings. 3. At the prompt, click Yes. 4. Save your changes and exit the window. The system returns to the default user settings Epicor Software Corporation. All rights reserved. 21

28 Navigating Solar Eclipse Rel To make a copy of a template: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. 2. From the Template menu, select Edit Template to display the Toolbar Template. 3. At the prompt, enter the name of the template you want to copy of and click OK. The Template Name column contains the names of the templates you have created, if there are any. 4. Click the name of the template you want to copy. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type. 5. From the Template menu, select Copy. 6. At the Enter the template name to copy to prompt, enter the name of the new template that you are creating and click OK. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type. Note: You can copy the template to create a new template, or you can override an existing template. If you override an existing template, the system prompts you to confirm the override. Once you copy a template, you are editing the template that was copied to. To delete a template: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. 2. From the Template menu, select Edit Template to display the Toolbar Template window. The Template Name column contains the names of the templates you have created, if there are any. 3. Click the name of the template you want to delete. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type. 4. From the Template menu, select Delete and confirm the deletion, The system deletes the template from the system, and returns your customized toolbar to its local settings. 5. Exit the window. The system returns you to the window from which you first accessed the Customized Toolbar functionality Epicor Software Corporation. All rights reserved.

29 Rel Navigating Solar Eclipse To assign a template to a user: 1. From any window in Solar Eclipse, select User Tools > Customize Toolbars to display the Toolbar Customization window. 2. From the Template menu, select Edit Template to display the Toolbar Template. The Template Name column contains the names of the templates you have created, if there are any. 3. Select the template to which you want to assign a user. Note: The Toolbar Customization window's title bar now displays the name of the template that you are creating, for example, Template - Accounts Payable. The status bar at the bottom left of the window also displays the name of the template that you are creating, in red type. 4. From the Template menu, select Assign To to display the Toolbar Customization - Assign Template window. 5. In the User column, do one of the following to assign a template to a user: Enter the name of the user to whom you want to assign the template. Click the select button to display all users and select from the list. Note: You can assign a template to a single user, a group of users, a message group, or all users. The user or group you want to assign a template to must have a user record in the system. The Root Menu column displays the path that the system uses to access the user. This is a viewonly column. 6. Click OK to display the Toolbar customization window. 7. Save your changes and exit the window. The system returns you to the window from which you first accessed the Customized Toolbar functionality. Important: Users must log out and back in to the system to see any new toolbars or changes to existing toolbars Epicor Software Corporation. All rights reserved. 23

30 Navigating Solar Eclipse Rel Customizing Toolbars Many system windows feature customizable toolbars, to which you add, delete, or customize buttons as shortcuts to functions you perform frequently. This can be useful to help you quickly access common windows or complete common tasks. Each window offers different buttons that you can add to the customized toolbar for that window, depending on the activities that normally take place there. You can restore the system defaults for any window toolbar at any time. There is a default user toolbar, ECLIPSE_DFLT, for each window that we recommend using as your starting point, especially if you are new to Solar Eclipse. Save a copy of the ECLIPSE_DFLT template prior to making any changes. Before you can work with customized toolbars, you must have the SOLAR.EDIT.TOOLBAR authorization key. To customize a toolbar: 1. From the main menu bar, select a menu option to open any window for which you want to create a customized toolbar. 2. From the User Tools menu, select Customize Toolbar to display the Toolbar Customization window. The system displays the buttons you can customize for that window in the left pane. Note: If no template has been assigned, the system displays the default user template. If a template is assigned, a message displays indicating the name of the assigned template. 3. From the list of buttons in the left pane, select the button you want to add to your toolbar and double-click it or click Add. The system adds the button to the right pane, where you can change the attributes for it. 4. To remove a button from your customized toolbar, in the right pane, select the button you want to remove and click Remove. 5. Use the information in the following table to edit the details of each attribute: Button Attribute Display String Description The text that displays on the button. How You Change It In the Display String column, select the button you want to edit the text for. You can change it in any of the following ways: You can edit the text to relate to your business. You can delete the text if you want to use an image instead. You can edit the text and add an image. Note: You can add up to 15 characters to this attribute Epicor Software Corporation. All rights reserved.

31 Rel Navigating Solar Eclipse Button Attribute Mnemonic Display Image Menu Item Description Part of a keyboard shortcut that is a quick way to perform a task. The image that displays on the button. The window the button opens or the task it performs. How You Change It In the Mnemonic column, select the button you want create a mnemonic for and select a number, 0 through 9, from the list. To use the mnemonic and perform the task, press Alt and then the number. For example, you might add the mnemonic number 1 to the Exit button, and then to exit the window, you would press Alt-1. Note: A window can only contain 10 mnemonic buttons, and you cannot assign the same mnemonic shortcut to more than one button. In the Display Image column, select the button you want to add an image to and choose an image from the list. When you assign an image to a button, you can choose from the list of standard images, or you can import your own image. To import your own image, select File > Import Image. When prompted, locate the image you want, select it, and click Import. The system adds this image to the Display Image selection list. This is a view-only attribute. 6. Repeat steps 3 and 5 for each button you want to add to your customized toolbar. 7. If you edit certain buttons more than others, you can arrange your buttons on the toolbar. Use the information in the following table to do this: To move a button... up down Click... Move Up. Move Down 8. When you are finished customizing your toolbar, from the File menu, select Exit. 9. At the Toolbar Template Exit prompt, click one of the following: Yes - Saves the changes to the toolbar, closes the Toolbar Customization window, and returns you to the previous window. No - Returns you to the previous window without saving your changes. 10. Assign the template to a user, user group, or message group Epicor Software Corporation. All rights reserved. 25

32 Navigating Solar Eclipse Rel More Options on the Toolbar Customization Window The Toolbar Customization window also offers these options: To do this... return the attributes of any buttons you have added to your customized toolbar to their original system default. edit an existing template edit users you have assigned to a template remove all of the buttons you have added to your customized toolbar. copy a template to create a newer, similar one delete a template to assign a template to a user Select this option... File > Restore Defaults Template > Edit Template Template > Edit User Template > Default User Settings Template > Copy Template > Delete Template > Assign To Epicor Software Corporation. All rights reserved.

33 Rel Navigating Solar Eclipse Keyboard Navigation Details Solar Eclipse offers many keyboard options for moving around in the system. The table below describes these keyboard functions. Some keystrokes are also used when entering data. See Using the Keyboard to Enter Data for more information. Note: Keystrokes that include the word "and" must be pressed at the same time. Keystroke Enter Alt and an underlined letter F12 Tab Shift and Tab Right Arrow Left Arrow Down Arrow Up Arrow Page Up Page Down What it does Moves the cursor to the next logical field, when multiple values must be entered. Displays a menu, or selects a menu option, for the corresponding underlined letter. Closes the active window. You are prompted to save changes. Moves one field to the right, one field down, or to the next required field. Moves one field to the left or one field up. Moves one character to the right, or to the next field, in some cases. Moves one character to the left, or to the previous field, in some cases. Moves down one line or field. Moves up one line or field. In a long list, displays the information above the information that is currently in the viewable area. In a long list, displays the information below the information that is currently in the viewable area Epicor Software Corporation. All rights reserved. 27

34 Navigating Solar Eclipse Rel Keyboard Data Entry Details Solar Eclipse offers many keyboard options for entering data in system fields. The table below describes these keyboard functions. Some keystrokes are also used for navigation purposes. For more information, see Using the Keyboard for Navigation. Note: Keystrokes that include the word "and" must be pressed at the same time. Keystroke Enter Spacebar Backspace Delete Insert Home End Ctrl and Home Ctrl and End Ctrl and Period Shift and Home Shift and End Ctrl and Z Alt and Insert Alt and Delete F10 What it does Executes a search in a searchable field. Moves the cursor to the next line in a multi-line field. Inserts a space when entering a line of data. Clears a searchable field when no results are returned. Selects or de-selects a checkbox. Completes special functions, such as applying a payment, in specific areas of the system. Deletes one character to the left of the cursor. Deletes one character to the right of the cursor. Toggles between Insert and Overwrite mode. This mode determines whether the characters you type overwrite other characters or are inserted before them. Moves the cursor to the beginning of the current line. Moves the cursor to the end of the current line. Moves to the beginning or top of the current field, selection window, or paragraph. Moves to the end or bottom of the current field, selection window, or paragraph. Saves the changes and clears the information from the window so you can enter a new item. For example, a new sales order in Order Entry or a new procurement group in Procurement Group Maintenance. Ctrl. (Ctrl Period) is the keyboard shortcut for the File > Next Item functionality, and is only available in select windows in the system. Selects all text from the cursor to the beginning of the current line. Selects all text from the cursor to the end of the current line. Recalls the default value of the field you are in, but only before you advance to another field. Inserts a blank line below the current line. Deletes the current line. Displays a list of options for a validated field. Note: If a field contains information and you press F10, the system match the text to the information already in the field. If you want to see all options, leave the field blank. \ In a date field, clears the date currently in the field. * Calculator function for multiplication Epicor Software Corporation. All rights reserved.

35 Rel Navigating Solar Eclipse Keystroke What it does / Calculator function for division. - Calculator function for subtraction. + Calculator function for addition Epicor Software Corporation. All rights reserved. 29

36 Navigating Solar Eclipse Rel Keyboard Window Display Details Depending on where you are in the system, some keyboard shortcuts allow you to jump into specific windows related to your current task. This table describes these keyboard shortcuts. Note: Keystrokes that include the word "and" must be pressed at the same time. Keystroke Alt and ~ Shift and F1 Shift and F2 Shift and F3 Shift and F4 Shift and F5 Shift and F6 Shift and F7 Shift and F8 Shift and F10 Ctrl and Shift and F9 Shift and F11 Function Displays G/L account postings from the body of a system transaction. Displays the most recent report you created. Displays all hold entries that have not printed. Displays your User Job Queue. Opens the Call Tracking Entry window, in which you create a job queue. An Activity Log is also created for a vendor or customer. Displays the UET / ABC Selections window, which you use to pick either: The Unquality Event Tracking Log Viewing window. The ABC Log Viewing window. Displays the UET / ABC Selections entry window, which you use to pick either: The Unquality Event Tracking Log Entry window. The ABC Log Entry window. Displays the Image Indexing window, which you use to index documents to a window. Displays an attached image. Displays the Tracker Stopwatch window. Displays a Help Topics Maintenance window for the currently displayed window in edit mode. Displays a Help Topics Maintenance screen for the currently displayed screen in edit mode. Note: You must have the Superuser authorization to use the Shift-F11 key. Shift and F12 F1 or F11 Displays one of the following, depending on where you use this keystroke: The Image Indexing window from any window that has an attached image. The Print Barcode For window, used to print a simple barcode label for a unique ID in an active window. Displays the topic help related to the current window Epicor Software Corporation. All rights reserved.

37 Rel Navigating Solar Eclipse Data Entry Overview The system offers many ways to enter and edit data, depending on the type of data and where you are in the system. Entering Required Data In any window or dialog box, fields marked with a red asterisk (*) are required. You cannot exit the window or continue without entering this data. If you do exit without entering required data, the current task does not complete, and you may not be able to complete a related task. Entering Validated Data In many fields, the data you enter is validated. This means the system only accepts specific entries. For example, your company uses a set list of order statuses. When you enter an order status, the system checks your entry against the list of acceptable statuses and only accepts a valid status. To enter information in a validated field, do one of the following: Place the cursor in the field and press F10, or click the Field-Specific List the field to display a list of acceptable entries. button to the right of To reduce the selection list, place the cursor in the field, enter part of the field value, and press Enter. The list now includes only items containing the search string. Entering Data Using Field-Specific Buttons Many system fields include a button to the right of the field that gives you options specific to that field. The following four types of buttons exist throughout the system: Button Name Description Field-Specific List button Branch/Territory Entry button Multiple Values button Date button Use this button to select from a list of valid choices for the field with which it is associated. Use this button to select valid branches or territories. Use this button to enter multiple values in a single field. Use this button to select a date from a pop-up calendar. Note: When one of these buttons is available, pressing F10 opens the same selection list. See Accessing Recently Used Records for related information. Entering Data in a Calculator Field Most numeric-only fields offer a calculator function. Use the numeric keypad on the keyboard to enter numbers and operators (+, -, *, /), just like you would with a calculator. The system enters the result of your calculation in the field. For example: Typing 10*5 in a numeric field displays 50. Typing *10 in a numeric field multiplies the currently displayed value by 10 and then displays the product Epicor Software Corporation. All rights reserved. 31

38 Navigating Solar Eclipse Rel Note: Use the Enter key as the = key, and use the Space Bar to clear the field. Typing Data The following are some key points about typing data in fields: You can use lower-case or upper-case letters to search; the system returns the same results. Use special characters for searches. Before moving into another field, you can reset a field to its default value by pressing Ctrl and Z. The system offers many keyboard shortcuts you can use when typing data in fields Epicor Software Corporation. All rights reserved.

39 Rel Navigating Solar Eclipse Field Rules and Details When working in windows, you are either entering or viewing information. When entering information, some fields are validated. This means that there are stored values associated with that field that you can choose from, or that populate as you type, or. To enter information in a validated field do one of the following: Place the cursor in the field and use the field specific list button to display a list of entries. For more information, see Field-Specific List Button Guidelines. To reduce the selection list, place the cursor in the field and enter part of the field value. The list displays with only items containing the search string. Quick Filters For prompts that have auto-filters, such as the Location dialog box when first logging in, you can filter the list by typing a letter or letter combination. The system displays only those entries beginning with that letter or letter combination. Example Before the sort: After the sort: Copying Text in View-Only Fields The system displays non-editable information throughout the system, such as difference amounts and shipping numbers from third party carriers. View-only fields display as grayed out in windows in the system. You can copy the text in these fields by right-clicking in the field and selecting Copy. Copy and paste functions are available under the Edit menu on most Solar Eclipse windows. You can also add copy and paste options to your custom toolbar Epicor Software Corporation. All rights reserved. 33