Navigating Eritrium.

<< Click to Display Table of Contents >>

Navigation:  Overview >

Navigating Eritrium.

 

Eritrium main form is described in the the next figure:

 

clip0055

 

Eritrium use of menus and icons is similar to other Microsoft Windows applications. For example, you make a selection by highlighting your choice from a menu, by clicking an icon, or by typing a specific combination of keys.

 

You can use the standard Windows copy, cut, paste, and undo commands by selecting the action from the Edit menu or by entering the appropriate keystroke combination. You can also use standard Windows methods for navigating around a screen, resizing most screens, and so on.

 

Eritrium main window follows standard Microsoft conventions. It has a menu and icon or tool bars at the top and a status bar at the bottom. The large center area, known as the document window, is where the forms appear while you're working. The three smaller sections to the left of the document window are referred to as folders.

 

The main window is divided into the following sections:

 

The Menu bar: The menu bar is at the top of the main window and is used to open forms or perform actions by pulling down a menu option and selecting one of its items.

The Icon bar: Located just below the menu bar, the icon bar is used to open forms or perform actions by clicking on a particular icon. Although Eritrium includes a multitude of icons, it does not display most of those icons in the icon bar. Your administrator may elect to do so, however.

Tree View folder: Display the options available for initiating a database search.

Contents Panel: The central-right area of the window is where the selected contents are shown.

The Status bar: The status bar is typically at the bottom of the main window and displays processing activity.

 

From now on we will speak about Eritrium Business Objects. Eritrium Business Object is any kind of business entity managed by the system. Examples of objects are: Customers, Products, Sales Orders, Phone Calls, etc…

 

To edit any business object, you must navigate to the Tree View Pane and select the object type you want to browse doing double click on it icon type. Eritrium will open the filter form for the selected business object. The following figure shows a Business Object search form for Products:

 

 

clip0056

 

If you click the option "filter" the system will open the filtering options as shown:

 

clip0057

 

 

The top section consists in a group of textboxes and checkboxes used to filter the objects that will be displayed in the low part of the form. It allows you to look at only certain records at a time (according to your entered filter criteria). For example, you could filter your customer list to only show customers in a particular state, or belonging to a particular industry, or managed by a particular sales person, or any combination of these criteria. Just enter the filter criteria and hit button {search}.In the low part of the window will be displayed only the records that match the filter criteria.

 

The low section is where Eritrium displays the records matching the filter criteria. If the user does double click on any of them Eritrium will open the Details form for the selected item.

 

It is also possible to print the information into a nice HTML report that users can later customize and adapt to their corporate image needs. Selecting the printer icon or the Print option on the top menu: File>Print, Eritrium will open a browse window with the report.

 

clip0058

 

For more information about Printing and Managing Reports see Reports at Miscellaneous Items Section.

Eritrium business objects have associated windows form to edit their properties. The behavior of all these forms are more or less similar. The next screen show and example of customer:

 

clip0059

 

Information is always displayed in different tabs grouped by category. Notice that the available actions for the object are located in the top menu of the main window under Actions. Also, the most important actions for the object are represented as image buttons in the middle of the form that users can execute doing double click over them.

 

Each time it is needed to select a value from a list of them, to icons will be shown at right side of the box, as shown in the last figure, the first one will open a form with the available options, and the other will take the user (if he has the right grants) to the management window so he can add, modify or delete the available options.

 

In order to start working properly, the system administrator must configure the rest of issues of Eritrium entering in the following options:

 

Look Up tables: Enter all the look up values for the different forms of the application

Configuration: Enter your local configuration, like currency, default language, etc…

Departments and Users: Create the structure of Departments of your organization and set up all the users that will use Eritrium

User Grants: Generate the grants for the different user profiles.

 

All this options are described in more detail in the Initial Set up section.