RIMAS NT/P
Software Installation
To: All Users of RIMAS NT/P for Windows
From: The SHARED LOGIC Group, Inc.
Re: Right Click Functionality
Date: September 5, 2000
Program Types
The
programs you will be using throughout RIMAS
NT/P can be categorized into four types: Entry, Maintenance, Registers, and
Listing. This continuity of type
provides a quick way for the user to become familiar with the system, each
module and its operation.
Below
is an overview of each program type:
Entry Programs – Located on the Tasks tab,
entry programs usually consist of at least a Header and Detail tab although
some do contain Shipping, Memo and Adjustment tabs. The screen will have three sections, the top one containing key
fields such as Account, Control #, Batch,
Ship #, etc. and at least one lookup function or dropdown box for record
selection.
The
middle section is where all information is input in the different fields for
the record. Tab stops will direct the
user from field to field. The bottom
section has the table navigation bars and command buttons so that you can
easily move through existing records in the table or create and save additional
records.
Maintenance Programs – Located on the Database
tab the Maintenance programs have the same tabs that are on the Tasks tab but
with the addition of the System Data tab.
Maintenance programs also have a delete function on the Navigator bar,
which provides the user a way to correct entries.
Register Programs – The Register Programs
provide reports based upon the filters that are selected. The main difference between the Register and
Listing programs is that registers do not contain the system information that
the Listing reports have. Also, there
is more sort criteria available on Registers than on Listing programs.
Listing Programs – The Listing programs top
section contains the name and function of the program. The middle part of the screen allows input
of sort criteria. The bottom has the
function keys Print, Preview and Cancel. The Listing Report
will print all records in the order specified.
By using one of the filters on the Listing screen, reports can be run
with or without System Data.
NOTE: On Listing and Registers, if no sort criteria are chosen on the
selection screen, then all data in the table will appear on the report.
Two Views of an
Accounts Payable Listing
The
Listing and Register programs will provide reports using the sort criteria
input in the different fields. However,
if none of the fields are populated, then all
data in the table will appear. To show
this point we are going to create five test accounts in Accounts Master.
1. Go to the Accounts Master module entry program. Select the Master tab. The five accounts that we will be entering
will all be Accounts Payable.
2. Enter five test A/P accounts into the Accounts Master: Use
AA, AB, AC, AD and AE.
3. Go to the Accounts Master Listing program in the Database
tab and click the A/P radio
button.
4. Click Preview. All
of the A/P accounts that were just entered will be listed.
5. Now return to the Accounts Master Listing screen and
indicate the range AB - AD. Click Preview. Only that selected range of accounts will appear. Accounts AA and AE will not show on the
listing.
Cover Page – A cover page can be
printed for each listing and register.
It displays the Module name, Name of Report, Company, Process Date, and
the sort criteria that was used. It
also has two sections for adding information.
Right click and select 'Configure' and then check the box by 'Cover
Page' or leave blank.
Distribution and Comments. Right click the
mouse and select either Edit Report
Distribution or Edit Report Comments
to access these two sections. These are
provided so that additional information can be added to the cover page. Any instructions that are entered in the Distribution
or Comments fields are not saved.
If you need to reprint, you will have to edit these fields again.
There
is also a Glossary on the cover page
that explains the meaning of some of the abbreviated column headings found on
the report.
The
cover page will first appear when running a register or listing program. To view the register or listing report,
close the cover page or click on the Preview
button to bypass the cover page.
If
the Preview button is clicked first,
the report will print without the cover page.
If the report is accessed by first viewing the Cover Page or by clicking
Print then both the Cover Page and
report will print.
Right-Click
Function
RIMAS NT/P has a right click function
that allows the user to configure their workstation to customize the viewing of
reports, cover pages and searches by their preferences. Using the mouse, click the right side.
The
right click functions include the Edit
Report Distribution and Comments,
plus the Print/Fax Screen, Calculator,
Print Cover Page, Search by Account or Name Key and the Configure Popup Menu. The
right click function is active from any menu or program.
Configure Popup
Menu
The options that are found on the Configure Popup Menu are the same ones that appear when you first right click. The difference is that in the Configure Popup Menu, these options can be disabled or enabled.
If
a box is checked then the option is active in RIMAS NT/P. To disable an
option, click on the box to clear it.
Click OK.
Each
workstation can be configured to meet the needs of the person using the
workstation. See figure below.
Print/Fax Screen
The
Print/Fax screen allows the user to perform a screen print by selecting a
printer from the dropdown list. This
can be used as a troubleshooting tool for SLG.
After obtaining a screen-print, fax the information to an SLG
technician. See figure below.
Calculator
This
is the standard Windows calculator.
Click the box if you want this option to be available.
Print Cover Page
When
checked a cover page will print for registers and lists. Disable it if you do not want to view or to
print the cover page.
Print Criteria and
Report Shading
Clicking
on each of these boxes will determine how the cover page of the report will
look and how the report will print.
Search By
Click
on the radio button for either Account or
Name Key. This will determine the default in the Search By field on the ‘Select an Account’ screen.