Getting Started with Solar Eclipse. Release 8.6.5

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1 Getting Started with Solar Eclipse Release 8.6.5

2 Legal Notices 2009 Activant Solutions Inc. All rights reserved. Unauthorized reproduction is a violation of applicable laws. Activant and the Activant logo are registered trademarks and/or registered service marks of Activant Solutions Inc. in the United States and other countries. Activant Eclipse is a trademark and/or service mark of Activant Solutions Inc. All other trademarks or service marks are the property of their respective owners and should be treated as such. Activant 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. Activant Solutions Inc. assumes no responsibility or liability for any errors or inaccuracies that may be included in this documentation. Publication Date: June 9, 2009

3 Table Of Contents Getting Started With Solar Eclipse... 1 Accessing Solar Eclipse Help... 3 What the Help System Includes... 3 Using the Help System... 3 Solar Eclipse Resources... 5 Logging in to Solar Eclipse... 7 Saving Changes and Closing Windows... 9 Saving Changes... 9 Saving Changes in Secondary Windows... 9 Closing Windows... 9 Keyboard Navigation Details Keyboard Data Entry Details Keyboard Window Display Details System Searches Overview Searching with words and numbers Searching with special characters Additional Search Tips Searching for Customers or Vendors Searching for Products Searching for Transactions Tables Overview Formatting Tables Working with Table Data Table Color Guidelines System-Wide Uses of Color Using Colors to Group and Prioritize Items Working with Table Columns Entering and Editing Table Data About Table Cells Navigating Within Tables Searching for Data Within Tables iii

4 Getting Started with Solar Eclipse Entering and Editing Data Within Tables Exporting Table Data Working with Toolbar Templates Customizing Toolbars Index iv

5 Rel Getting Started With Solar Eclipse 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. This guide provides information to get you started using Solar Eclipse, including: Accessing Solar Eclipse help and other Solar Eclipse resources. Logging in to Solar Eclipse. Using keyboard shortcuts and system searches. Saving changes and closing Windows Using tables and exporting table data. Customizing toolbars and templates. For more detailed information about navigating Solar Eclipse, see the Navigating in Solar Eclipse book in the Solar Eclipse online help. This guide also includes a one page (front and back), printable document that contains shortcuts and quick tips for using the Solar interface. We recommend that you print this page and place it near your workstation Activant Solutions Inc. All rights reserved. 1

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7 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 Activant Solutions Inc. All rights reserved. 3

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9 Rel Solar Eclipse Resources Use the following resources to access more information about using Solar Eclipse: The Solar Eclipse Online Help provides conceptual information and detailed instructions about using Solar Eclipse to accomplish your daily tasks. The Intuit Eclipse Customer Support Web Site provides access to entering support requests, registration for online training, product overviews and much more. For more information, see The Eclipse User Group/User Friendly Organization (UFO) is an independent business organization of Eclipse users, founded to create a strategic alliance with Intuit Eclipse to help direct and enhance the Eclipse and Solar Eclipse products. In addition, the UFO provides networking between users and organizing low cost training. For more information about the UFO, see Activant Solutions Inc. All rights reserved. 5

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11 Rel 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 Activant Solutions Inc. All rights reserved. 7

12 Getting Started with Solar Eclipse 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. 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. 8

13 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 Activant Solutions Inc. All rights reserved. 9

14 Getting Started with Solar Eclipse Click the X in the upper-right corner of the window. Click OK or Yes to a prompt. Press F12. 10

15 Rel 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 Activant Solutions Inc. All rights reserved. 11

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17 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 Activant Solutions Inc. All rights reserved. 13

18 Getting Started with Solar Eclipse Keystroke What it does / Calculator function for division. - Calculator function for subtraction. + Calculator function for addition. 14

19 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 Activant Solutions Inc. All rights reserved. 15

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21 Rel System Searches Overview Searching the system is referred to as index searching, because the system searches for characters that are assigned as index terms in the various system files. For example, when a new customer is set up in the system, a customer name is entered, as well as index terms used to locate the customer later. These user-entered 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. Index searching is used to find products, customers, vendors, and transactions. When searching, enter as much information as possible to get the best results. For example, if you enter exact criterion that only exists in one file, that file opens upon executing the search. However, if you enter only one or two words that appear in many places, the system can return a long list of possible matches. You can search the system in two ways: Using words and numbers. Using special characters in conjunction with words and numbers. Using the Global System Search Searching with words and numbers Use any of the following ways to search with words and numbers: Use only alphanumeric characters (A-Z, 0-9) in your searches. The system ignores all special characters, unless a non-alphanumeric character has a special search function. For example, searching for 12 returns matches on 12 and on 1/2. Use either upper or lowercase letters. The system converts lowercase letters into uppercase letters for search purposes. For example, you can enter microamp, MicroAmp, or MICROAMP to find MicroAmprobe. Use a space between words in a search. The system looks for matches between the characters you type, separated by spaces, and the first characters of the indexed search words. Searching with special characters Use the following special characters in all searches throughout the system: If you enter... a period (.) before numeric search criteria a period (.) after the search criteria a forward slash (/) after the search criteria Then the system... searches for the customer, vendor, or product ID. For example, in Customer Maintenance,.1234 returns that customer ID. searches for an exact word match. For example, elec. would return ELEC, but not ELECTRIC. searches for an exact match anywhere in the word. For example, opp/ would return COPPER or STOPPER Activant Solutions Inc. All rights reserved. 17

22 Getting Started with Solar Eclipse Note: Other special characters are used in specific types of searches, as described in Searching for Customers or Vendors, Searching for Products, and Searching for Transactions. Additional Search Tips The following are some additional tips for system searches: If the system does not find a match, no search results are displayed. Re-enter your search with different criteria. If the system finds one match based on your search criteria, it displays it in the field from which you began the search. If the selected item is not the one you want, re-position the cursor in the field, press the Spacebar to clear the field, and repeat your search with different criteria. If the system finds more than one match based on your search criteria, a list of matches displays. Select the desired match. If none of the displayed items are the one you want, press F12 or click the X to the right of the field to abort and start over. If the system displays a long list of matches, press F9 to display the Additional Search Criteria screen. Append new words or characters to your search criteria and press Enter. The system restarts the search from the beginning. 18

23 Rel Searching for Customers or Vendors You can do customer and vendor searches in various places throughout the system, such as: Customer Maintenance Vendor Maintenance Sales Order Entry Purchase Order Entry The system uses the same search method to find customers and vendors as it does to find products and transactions. To search for customers or vendors: 1. Do one of the following: Enter keywords or special characters. Enter telephone numbers or zip codes, as described in the table below. If you enter... a 10-digit telephone number the last four digits of a telephone number a five-digit zip code The system displays the... customer or vendor matching the telephone number. customers or vendors whose telephone numbers end in those four digits and whose zip code begins with those four digits. customers or vendors whose zip code matches the search criteria. 2. Press Enter. The system compares your search criteria to the values in the Name and Index fields on the Customer Maintenance or Vendor Maintenance screens Activant Solutions Inc. All rights reserved. 19

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25 Rel Searching for Products You can do product searches in various places throughout the system, such as Sales Order Entry and Purchase Order Entry. The system uses the same search criteria to find products as it does to find customers, vendors, and transactions. However, product searches offer additional options that allow you to get quicker, more narrowly defined search results. The system returns product search results in a fixed amount rather than returning the entire list at one time, which could potentially contain thousands of records. Configure the number of search results brought back at a time in the Number Of Records In Validation control maintenance record. To search for products: 1. In a product entry field, enter keywords or special characters and press Enter. When searching for products, the system compares your search criteria to values in the Product Description, Additional Key Words, and UPC fields on the Product Maintenance screen. Remember that you can enter a product by preceding the Product ID with a period. For example, when you enter.1234, the system returns product ID You can also use the following special characters when searching for products: If... a forward slash (/) precedes the search criteria two forward slashes (//) precede the search criteria a forward slash (/) is entered as the search criteria a forward slash and a period (/.) precede the search criteria a forward slash and a comma (/,) precede the search criteria a forward slash and a semicolon (/;) precede the search criteria The system... searches for a product Family or Price Line. For example, /delta returns a list of products in the DELTA family or DELTA Price Line. searches for a match on a Buy Line. For example, //SYL returns a list of products in the SYLVANIA Buy Line. displays a list of product Families and Price Lines. searches for a match on products purchased in the last year by the selected ship-to customer. searches for a match on products purchased in the last year by all ship-to customers associated with the selected bill-to customer. searches for a match on products for which contract prices are in effect for the selected customer. 2. Expand your search, if necessary, by clicking one of the tabs listed below. You can also press F10 to move through the tabs in order. The system searches for the following groups of products in the order listed: Active Products - The system first searches for products in this category. These products have been previously sold or purchased at your location, or they are physically on-hand. Your company can set up how it wants to search for active 2009 Activant Solutions Inc. All rights reserved. 21

26 Getting Started with Solar Eclipse products using the Display Active Primary Index Products First In Product Search control maintenance record. Primary Index - Products are assigned this status by your company or branch. These products are items you plan to routinely sell or search for. Catalog Index - Products are assigned this status by your company or branch. These products, often non-stocks, are items you do not routinely sell or search for, but must be able to order. PDW Catalog Index - Products in this group include every item sold or manufactured by the suppliers you specify. You must purchase the Product Data Warehouse (PDW) companion product to search the PDW Catalog Index. 3. If your search returns more than one page of results, click More to display the next page of products that match your search criteria. 22

27 Rel Searching for Transactions You can search for transactions throughout the system, for example, in Sales Order Entry or Purchase Order Entry. The system uses the same search method to find transactions as it does to find customers, vendors, and products. To search for an existing transaction: 1. Enter the transaction number in an appropriate search field, such as the Ship To field of a blank order. 2. If you do not know the transaction number, search for the customer first, and then search for the transaction. Note: Transactions have the following prefixes: Transaction Prefix Example Sales Orders S S Purchase Orders P P Transfer Orders T T Rental Orders R R Work Orders W W Adjustments A A Disbursements D D Payables Y Y Cash Receipts C C Journal Entries J J Activant Solutions Inc. All rights reserved. 23

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29 Rel Tables Overview Tables store and organize data throughout the system, usually appearing anywhere lines and columns of data appear. Entering data in table cells is often like entering data in fields. You can sort and format tables in many ways. For example, in the Customer Calling Queue, you might sort items by ship date, or even assign row colors that quickly identify orders that are in trouble. Formatting Tables The system's extensive use of tables gives you many ways to easily scan and use information. For example, you might use colors to distinguish priorities and dates, or change column sizes and their order to view the data in your preferred layout. Common formatting features include: Alternating row colors. User-defined colors to identify priorities. Columns that can be resized, sorted, and rearranged. The ability to save your settings. Working with Table Data Tables offer many ways to enter, edit, and analyze information. You can easily find and organize table data using searching and sorting tools. Some tables use auto-suggest and auto-sum features. Exporting tables into other Windows applications, such as Microsoft Excel, or graphing table data helps you analyze your information. Some common features include: Searching Cutting and pasting Multiple-sorting Graphing Exporting data into most Windows applications 2009 Activant Solutions Inc. All rights reserved. 25

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31 Rel Table Color Guidelines Some tables use colors to help you read, analyze, or enter data more easily. Depending on a table's function, it may use color differently than other tables. This section describes the system's main uses of color. System-Wide Uses of Color This table explains how colors are used in tables throughout the system. Depending on a table's function, it may or may not use these colors. When you see... That looks like... It means... a bright green cell the highlighted item is inprocess. a cell change to pale yellow after double-clicking on it the field is editable. a green bottom row a table with alternating row colors the row is showing totals for that window. every other row is colored differently for ease of reading. Alternating row colors reflect the system's default setting. To change the setting and make all the rows the same standard white color, from the File menu, select Preferences, and then de-select the Alternate Row Colors box. Using Colors to Group and Prioritize Items Some tables use customizable row colors to group and prioritize items. For example, when selecting "trouble" items in the Customer Calling Queue, you can set up different colors to prioritize orders by the number of days they are in trouble. Similarly, in Vendor File Maintenance you can assign a vendor a color to indicate the vendor's procurement priority. Row colors are grouped and prioritized in different ways throughout the system. When row colors can be assigned, the window-specific instructions tell you how. Note: When you assign custom row colors, your setting overrides the system's alternating row colors for that window Activant Solutions Inc. All rights reserved. 27

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33 Rel Working with Table Columns Table columns offer flexibility in how you view table data. You can adjust table columns in a window as you work, and if desired, save your settings so that your changes appear the next time you access the window. You can adjust table columns in the following ways: Resizing. Rearranging. Sorting. To resize a column: 1. Do one of the following: To resize a column to the width of its widest cell, double-click the column heading. To resize a column to a specific size, move your mouse cursor over the line that separates the table column. When the mouse cursor changes to a double-arrow, drag the column line left or right, as needed. 2. To save your settings, right-click on any column heading, and select Save Settings. Note: Do not save your settings if you want the table to display in its default view the next time you open the window. To rearrange columns: 1. Determine the order in which you want columns to display. 2. To move a column, click the column heading and hold down the left mouse button while you drag the column left or right to the desired position. 3. Repeat step 2 for each column you want to move. 4. To save your settings, right-click on any column heading, and select Save Settings. Note: Do not save your settings if you want the table to display in its default view the next time you open the window Activant Solutions Inc. All rights reserved. 29

34 Getting Started with Solar Eclipse To sort a column: 1. Determine which column you want to sort by. For example, you might want to sort by ship date, or by branch. 2. Click the column heading to sort by that column in ascending or descending order, as follows: To sort in ascending order, click until the column heading displays an up-arrow. To sort in descending order, click until the column heading displays a down-arrow. 3. To save your settings, right-click on any column heading, and select Save Settings. Note: Do not save your settings if you want the table to display in its default view the next time you open the window. 30

35 Rel Entering and Editing Table Data You can enter and edit table data in various ways, depending on where you are in the system. Entering data in table cells is often like entering data in fields. Tables are simply rows and columns of information that you can view and edit. About Table Cells Table cells can be editable or view-only. You can change the cell contents of an editable cell, but you cannot change the contents of a view-only cell. As you move from cell to cell and enter data, cells can also take on the following characteristics: This type of cell... Looks like this... And means... Focus cell this is the currently selected cell. Active cell the cursor is active in an editable cell. Navigating Within Tables The following table describes how to navigate from cell to cell within a table: To move... the cursor to the next editable cell the cursor into any cell, editable or not to the previous viewable page of information to the next viewable page of information the cursor to the left-most cell in a row the cursor to the right-most cell in a row the cursor to the top cell in a column the cursor to the bottom cell in a column backwards through the editable fields Press... Enter or Tab. the Arrow keys. Page Up. Page Down. Home. End. Ctrl and Home. Ctrl and End. Shift and Tab Activant Solutions Inc. All rights reserved. 31

36 Getting Started with Solar Eclipse Searching for Data Within Tables You can search a table column for data contained within that column, but you cannot search an entire table. To search a table column: 1. Right-click on the column and select Search from the list of options. The Search prompt displays. 2. Enter the data you want to search for and click OK. The focus cell moves to the cell that contains the matching data. Note: If the data you enter is contained in more than one cell, you are prompted to choose from a list of matches. Entering and Editing Data Within Tables The following table describes how to enter and edit data in table cells: To do this to a cell... enter data in a cell change data in a cell Do this... position the cursor in the cell and begin typing. position the cursor in the cell and begin typing. cut data from a cell double-click the cell to make it active, and then press Ctrl and X. copy data from a cell double-click the cell to make it active, and then press Ctrl and C. paste data into a cell double-click the cell to make it active, and then press Ctrl and V. delete a cell's contents position the cursor in the cell and press Delete or the Space Bar. 32

37 Rel Exporting Table Data You can export table data into many Windows applications, such as Microsoft Excel, Notepad, or Word. You can export an entire table, or only selected cells. You can export table data in the following ways: Save a table as a file. Drag-and-drop selected table cells into another application. Copy and paste selected table cells into another application. Print a table. To save a table as a file: 1. Right-click anywhere in the table and select Save Table from the list of options. The Save dialog box appears. 2. Specify the following three things: In the Save in field, browse to the folder in which you want to save the file. In the File name field, type a name for the file. In the Files of type field, select the type of file you want. 3. Click Save. Your file is saved to the specified location. To drag-and-drop table data into another application: 1. Open the application into which you want to export your data. 2. Resize the application window so that it does not take up the entire screen. 3. Access the Solar Eclipse window from which you want to drag data. 4. Determine the group of cells you want to export. Locate the upper-left cell and the lowerright cell of that group. 5. Click and hold the left mouse button on the upper-left cell. Holding down the mouse button, drag down and to the right until the bottom right cell is selected. 6. Release the mouse button. The desired group of cells should be selected. 7. If necessary, resize the Solar Eclipse window so that you can see both Solar Eclipse and the target application. 8. Click anywhere in the selected area and hold down the mouse button as you drag your selection into the target application. Note: In most applications, a small square with a plus (+) sign appears when the mouse cursor is over the target application. The symbol means that you can now paste into the target application Activant Solutions Inc. All rights reserved. 33

38 Getting Started with Solar Eclipse 9. Release the mouse button to drop your table data into the target application. 10. Reformat the data within the target application, as needed. To copy and paste table data into another application: 1. Access the Solar Eclipse window from which you want to drag data. 2. Determine the group of cells you want to export. Locate the upper-left cell and the lowerright cell of that group. 3. Click and hold the left mouse button on the upper-left cell. Holding down the mouse button, drag down and to the right until the bottom right cell is selected. 4. Release the mouse button. The desired group of cells should be selected. 5. Press Ctrl and C to copy the selected cells. 6. Open the application into which you want to export your data. 7. Press Ctrl and V to paste the selected cells into the target application. 8. Reformat the data within the target application, as needed. To print a table: 1. Right-click anywhere in the table and select Print Table from the list of options. The Print Table dialog box appears. 2. Specify the following two things: In the Report title field, enter a name for your print job. In the Orientation field, select Portrait or Landscape. 3. Click OK or press Enter to print the table. 34

39 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. 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. 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. 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 Activant Solutions Inc. All rights reserved. 35

40 Getting Started with Solar Eclipse 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, for example, Template - Accounts Payable. 4. Use the Customizing Toolbars procedure to create your template. To editing 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, for example, Template - Accounts Payable. 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. 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. 36

41 4. Click the name of the template you want to copy. Working with Toolbar Templates 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. 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, for example, Template - Secondary Accounts Payable. 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, for example, Template - Accounts Payable. 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. 37

42 Getting Started with 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, for example, Template - Accounts Payable. 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 view-only 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. 38

43 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. The Toolbar Customization title bar at the top of the window displays the name of the template or user customization that you are working with. The status bar at the bottom left of the window also displays the name of the template or user customization that you are working with. 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 Activant Solutions Inc. All rights reserved. 39

44 Getting Started with 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. 40

45 Customizing Toolbars 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 41

46

47 Rel Index B button toolbar C color in tables columns in tables E exporting table data F F1 Help... 3 F11 Help accessing... 3 K keyboard displaying windows entering data for navigation shortcuts keyboard shortcusts L logging in passwords... 7 user IDs... 7 N navigation in tables using your keyboard new user... 7 next item, keyboard shortcut... 9, 13 O online Help... 3 P passwords changing... 7 system... 7 S saving changes... 9 searching about for customers for products for transactions for vendors in tables with numbers with special characters with words T tables about color columns editing entering data exporting data navigating printing saving searching for data Activant Solutions Inc. All rights reserved. 43

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