RedPrairie Working Environment

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RedPrairie Working Environment

The RedPrairie window, which appears when you log in, is the center of activity for everything that you do when working with RedPrairie products. From here, you can open one or more applications, each of which lets you perform a different setup, maintenance or management task. Before you begin working with your RedPrairie product, it is suggested that you become familiar with the components of the RedPrairie working environment. What do you want to learn about? RedPrairie Window Application Window Grid View Shortcut Keys Profiles Criteria Schemes

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RedPrairie Window

The RedPrairie window provides navigational and functional components that let you access and work in the applications provided by your RedPrairie product. This image is an example of the RedPrairie window with the Order Types application open. To learn about a component, click a component name.

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Application Window

The application window represents the functionality of your RedPrairie product. An open application appears on the right side of the RedPrairie window. You use the components in the application window to retrieve and display information enter and modify information, and select options and commands. This image is an example of an application window. To learn about a component, click a component name.

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Grid View

The grid view appears above or below the query fields on an open application when data has been retrieved into the application using the Find feature. You can hide or show the grid view by clicking The data in the grid view can be copied to the Clipboard and pasted into another location that supports the Clipboard, such as a text file or e-mail message. exported to Microsoft Excel and saved in a spreadsheet format. sent to a printer for printing. on the toolbar.

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sorted, filtered and grouped for a customized display.

Example of the grid view

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Shortcut Keys
A keyboard shortcut is a special key or combination of keys that executes a specific function or command within an application. Shortcut keys provide an easier and usually quicker method of navigating within your RedPrairie product because you do not have to use the computer mouse to execute common commands, such as creating a new record, deleting a record or performing a save. You can use these RedPrairieshortcut keys when using your RedPrairie product: RedPrairie shortcut keys Microsoft Windows shortcut keys Standard navigational shortcut keys

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Profiles

A profile is a customized display setting that determines which query fields appear on a particular application window. You use a profile to display the query fields that you use most often for a particular application. For example, if you use the Held Inventory Display window to search by inventory status, item number and lot number, a profile can be defined to display those fields on that window. When you open a window and select a profile, the fields defined in the profile appear, replacing the query fields that were previously displayed. You can then enter search criteria or, if available, select a criteria scheme before using the Find command to retrieve information.

Note: For more information, see Find/Retrieve Data and Criteria Schemes .

One or more profiles may be available for an application that supports profiles; users can select a profile from the list of those that have been defined. Depending on their privileges, users may also be able to create, modify or delete a profile using the Profile Maintenance window, which, if enabled, is displayed by clicking box. on the bar that contains the Profile list

Note: If the Profile Maintenance window does not appear, then either the current profile is disabled for editing or you are not authorized to access the Profile Maintenance window. If you know that you are authorized to access

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Profile Maintenance, you can select a different (enabled for editing) profile, and click

Example of the Profile list box The Profile feature is not available for all applications, but is typically available on display windows, such as Inventory Activity Display, Order Activity Display and Held Inventory Display.

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Profile Maintenance Window

The Profile Maintenance window lets you add, modify and delete profiles for an application. When you use Profile Maintenance, you identify the profile name. whether access to the Profile Maintenance window is disabled when the profile is used. This is done to protect the profile from being modified. whether the profile is automatically applied whenever the application is opened. whether use of the profile is limited to the users and roles associated with a menu option.

Note: A menu option is an application, RFT operation, report or Web service to which authorized users can assign a user or role. whether use of the profile is limited to a single user. the specific query fields that will appear on the application when the profile is used. the sequence in which the query fields appear on the application. This feature is not always available, depending on the application.

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Criteria Schemes

A criteria scheme is a set of values that can be used to populate the query fields on an application window. The values are used as search criteria when you want to find or retrieve data into an application. For example, if you frequently use the Inventory Activity Display window to track a specific item that has been shipped, you can select the item number, and the Shipped activity code, and then save those values as a criteria scheme.

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You maintain criteria schemes using the Criteria Maintenance window, available by clicking Criteria list box.

on the bar that contains the

Example of the Criteria list box The criteria scheme feature is not available for all applications; but is typically available on display windows, such as Inventory Activity Display, Order Activity Display and Held Inventory Display.

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User Preferences

You use the User Preferences window to define the default window size for the RedPrairie window the default display options in the RedPrairie window, including options to view the status bar, navigation bar, dashboard, toolbar and toolbar captions whether prompts will be displayed when users attempt to save or delete data how the system behaves when you attempt to open an application that is already open the number of applications that can be open at the same time whether prompts appear for downloads and trace options your preferred time zone that can differ from what has been configured for the server and/or warehouse as the default time zone, and configuration options for an external editor used to view large text files, such as trace files. The user preferences that you define will be associated with your user logon ID and will take effect when you log in to the RedPrairie server instance. You can access the User Preferences window from the Tools menu, by selecting Options and then User Preferences.

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Navigate in the Working Environment

You can use these procedures to hide or show the navigation bar, toolbar or status bar access an application

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perform standard tasks in an application, such as selecting commands, entering values and retrieving data create a list of applications that you want to be quickly accessible work with data that has been retrieved into the grid view log out of and log back in to the RedPrairie client, and exit the RedPrairie client. What do you want to do? Hide or Show Window Components Open an Application Work in an Application Work with Favorite Applications Work with Grid View Data Change Server Connections or Exit RedPrairie

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Hide or Show Window Components

On the RedPrairie window you can hide or show the navigation bar, status bar, toolbar and grid view. To hide or show window components Take any of these actions. If you want to show or hide the...

Then... Take one of these actions:

Navigation bar,

From the View menu, select Navigation Bar. Click the splitter bar.

Status bar, Toolbar,

From the View menu, select Status Bar. From the View menu, select Tool Bar. Take one of these actions:

Grid view,

From the Actions menu, select Grid. On the toolbar, click .

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Open an Application

Each RedPrairie product provides applications that you use to enter and retrieve data, and perform all of the tasks for which the product was designed. To open an application Take one of these actions. If you want to use the...

Then... Take these actions. 1. Click Locate. Enter all or part of the application title, and then click Go. Select the application that you want to open, and click OK. Click Favorites. Click the application that you want to open. 2. 3.

Locate button,

Take these actions. Favorites button, 1. 2.

Take these actions. Navigation bar, 1. 2. In the navigation bar, if necessary, click a list of applications. Click the application that you want to open. to expand

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Work with Favorite Applications

You use the Favorites button on the RedPrairie window to collect, sort and open your favorite applications. To work with favorite applications Take one or more of these actions. If you want to... Then... Take one of these actions: Open the application, and then click (next to the Favorites button).

Add an application to the list of favorites,

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On the navigation bar, right-click an application and then from the shortcut menu, select Add to Favorites. Take these actions. 1. Sort the list of favorites, 2. Click Favorites and then click Manage. On the Order Favorites window, select an application, and then click position in the list. Take these actions. Open a favorite application, Open all the favorite applications, 1. 2. Click Favorites. In the list of favorites, click the application that you want to open. or to change its

Click Favorites and then click Run All.

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Work in an Application

Use these procedures to work with the controls available in the application window, and to find and retrieve data into an open application. What do you want to do? Enter or Select Text Look Up Information Select Items from a List Box Select an Option Button Select a Check Box Scroll through Information Initiate a Command Find/Retrieve Data

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Find/Retrieve Data
You can find and retrieve data from the database to populate the fields in an open application. You use the Find command to

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retrieve data into a grid view. If desired, you can enter search criteria to limit the number of records that are retrieved. You can select a record in the grid view to populate the open application with data.

For example, you can open Part Maintenance, select a client ID, and then click to display a grid-view list all of the parts associated with that client. You can then click a record in the grid view to populate the fields on the Part Maintenance window with the attributes defined for that item.

The Find command is available from the Actions menu and from the toolbar Find button To find/retrieve data 1. 2. If you have not already done so, open an application. If desired, take one of these actions to limit the results of your search: Enter data in one or more query fields.

If available, from the Profile list, select a profile and then enter data in one or more query fields, or from the Criteria list, select a criteria scheme.

Note: For more information, see Profiles and Criteria Schemes .

3. 4.

Click

. The grid view appears displaying the records that match your search criteria.

In the grid view, select a record. The fields in the application window are populated with the data contained in that record.

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Work with Grid View Data

Data in the grid view can be copied, exported or printed. If desired, you can customize or filter the grid view data before you copy, print or export it. What do you want to do? Copy Grid View Data Export Grid View Data Print Grid View Data Customize the Grid View

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Customize the Grid View

You can customize the grid view by sorting and filtering the records. grouping the records. moving and resizing columns. adding or deleting columns. What do you want to do? Sort and Filter the Records in the Grid View Group the Records in the Grid View Adjust the Columns in the Grid View Add or Delete Columns in the Grid View

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Maintain Profiles

Authorized users can use the Profile Maintenance window to add, modify and delete profiles for an application. The Profile Maintenance window is only accessible from applications that support the profile feature, as represented by the Profile list box on the application window. This image is an example of the bar that appears when the profile feature is available.

What do you want to do? Create or Modify a Profile Delete a Profile

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Maintain Criteria Schemes

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You use the Criteria Maintenance window to modify criteria schemes for an application. The and buttons are also available for creating or deleting a criteria scheme. The criteria scheme functions are only available on applications that support the criteria scheme feature, as represented by the Criteria list box on the window. This image is an example of the bar that appears when the criteria scheme feature is available.

Note: The Profile controls may not appear, depending on your user configuration. For details, see Profiles .

What do you want to do? Create a Criteria Scheme Modify a Criteria Scheme Delete a Criteria Scheme

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Customize the Working Environment

You can customize the RedPrairie working environment by selecting default display settings and the maximum number of applications that you want to have active at the same time. You can also choose to show or hide window components such as the navigation bar, toolbar and status bar. Authorized users can customize the menu options in the navigation bar. What do you want to do? Set User Preferences Hide or Show Window Components

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Set User Preferences

Use this procedure to set your default display settings and specify the maximum number of applications that may be active at the same time.

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To set user preferences 1. 2. From the Tools menu, select Options, and then select User Preferences. In the Framework View area, select the check box for each of these window components that you want to appear by default: Status bar Navigation bar Toolbar 3. If you want the toolbar to appear with a caption that describes the function of each button, then select the Use Toolbar Captions check box; otherwise, clear it. If dashboard functionality is enabled, and if you want to be able to view dashboards, then select the View Dashboard check box; otherwise, clear it.

4.

Note: The View Dashboard check box only appears when dashboards are enabled using the system policy. For more information, see Configure the Dashboard Settings Policy .

5.

If you want to be prompted to save your changes when you close a window, then select the Confirm Changes check box; otherwise, clear it. If you want to be prompted to confirm your changes when you delete a record, then select the Confirm Loss check box; otherwise, clear it. If you want to display the current instance of an application when you attempt to open an application that is already open, select the Open Running Application check box; otherwise clear it to allow a new instance of the application to open. In the Framework Window State area, select an option to display the RedPrairie window in a standard size or fully maximized window. If you want to limit the number of applications that can be open at the same time, then in the Maximum Sessions box, type a number. Zero (0) indicates that no maximum number is specified. If you want to be prompted to download an application that you are attempting to open but that has been modified on the server, then select the Confirm Application Downloads check box; otherwise clear it to allow the modified application to be downloaded automatically without a prompt. If you want to display the Trace Options window whenever you enable tracing, then select the Always Prompt for Trace Options check box; otherwise, clear it. In the Time Zone Preferences area, take these actions. If you want to... Use the default system time zone, which is the time zone defined by either the warehouse to which you are logged in (if the system supports multiple warehouses) or the locale under which your user account is configured, Then...

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7.

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9.

10.

11.

12.

Select Always use the default system time zone.

Take these actions. Specify a time zone for display purposes that is different from the default system time zone,

1. 2.

Select Specify my own time zone. From the Please select your preferred Time Zone list, select the time zone that you want to use.

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13.

If you want to specify an external editor for use when viewing and editing large text files (such as log files), then in the External Editor box, browse to and select the .exe file for the editor. If you have specified an external editor that requires a defined argument, then in the External Editor Args box, type the argument that you want to pass to the editor on startup. On the command line the editor arguments immediately follow the executable but are before the file name. Click Ok to save your changes. The User Preferences window closes. If you chose to select a different time zone, log out and log in again so that the new time zone takes effect.

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15. 16.

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