Accessing a Form

Tree Menu
Tree Menu

The graphical, tree-structured menus enable navigation through an application's menus and submenus by pointing and clicking, while maintaining a comprehensive view of the entire menu. When an application is selected, the application workspace menu form is displayed.

Menus and submenus are represented by folder icons, while forms are represented by four different icons according to functionality.

Maintenance

Maintenance forms, represented by the Maintenance icon maintenance icon , allow data to be added or changed for creating or updating records. For example, a person's name and address would be entered or maintained on the NAE screen.

Note: If the system administrator has given you read-only access to a maintenance form, you will be able to access it in an inquiry mode only, even though it displays the maintenance icon in the tree menu.

Inquiry

Inquiry forms, represented by the Inquiry icon Inquiry Icon, allow you to view information without changing it, for example, the history of a general ledger account. These forms are designed for a "view only" mode for all users, regardless of access rights.

Reporting

Reporting forms, represented by Reporting icon Reporting Icon, allow you to generate a particular report according to your specifications. For example, today you may wish to see a report on vouchers with a due date two weeks from now, and tomorrow you may decide you want to see the same report for vouchers with a due date four weeks from now.

Processing

Processing forms, represented by the Processing icon Processing Icon, allow you to start a program that creates or updates a record or group of records behind the scenes, for example, posting a group of transactions to the general ledger.

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Accessing a Form


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