User Documentation. LACTALIS Group Version 1.0 1/26

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1 User Documentation LACTALIS Group Version 1.0 1/26

2 CONTENTS 1. OBJECTIVE GENERAL PRINCIPLES OF USE CONNECTION BROWSING AND BUTTONS Main toolbar INFORMATION MANAGEMENT MENU OPTIONS PRODUCT MANAGEMENT Selection Sheet Description of the screen: Data management: Specific actions: RESTITUTION OF INFORMATION MENU OPTIONS PRODUCT RESTITUTION Selection Sheet ACCESS TO SHEETS THROUGH QUERIES BROWSING MENU OPTIONS QUERIES FOR MANAGEMENT OR RESTITUTION Filter selection Applying of the filter Selecting of the output format RESTITUTION OF INFORMATION MENU OPTIONS INTERNAL CODES ORGANISATION RESTITUTION FOLLOWING A SELECTION EXPORTING DATA CATALOGUE SUBSCRIPTION BASKET THE SUBSCRIBER OR RECIPIENT Page 2 of 26

3 1. Objective This document's objective is to present: 1. The general principles of use 2. The management of the information in the Common Item Database, in other words the options allowing: (1) The updating of product information management (creation, modification and deletion) (2) The consulting of this information restitution Page 3 of 26

1 Connection The BAC is accessed from the welcome page of Lact@net.

4 2. General principles of use This paragraph explains the browsing method, the meaning of the buttons and the keyboard shortcuts. 2.1 Connection The BAC is accessed from the welcome page of Once the Common Item Database has been activated, a new window opens displaying the BAC's welcome page: Page 4 of 26

5 Documentation accessible via links: - Presentation of the BAC - Documentation to help complete the fields (dimensions, management rules, etc.) - LACTALIS Group photo library Login window: - User name and password News: regularly updated information about news affecting the BAC Webmaster contact: send an to the BAC's administration group. 2.2 Browsing and buttons Main toolbar Description of icons Access to online help Management of another user's customised desktop (depending on rights) Changing of user, return to LOGIN Changing of password (if the password is not permanent) Summary of keyboard shortcuts General shortcuts: Keyboard shortcuts ALT+M F2 ALT+SHIFT+R ALT+SHIFT+S PAGE UP PAGE DOWN Positioning of the cursor on the active desktop Splitting of the screen in two in three positions (filter, management, split) + positioning of the cursor on the first input column in the management form, or on the filter. Resetting of a form: refreshing of the data in the form Opening of a window allowing the executing of SQL read commands Displaying of the previous page for lists Displaying of the next page for lists Management shortcuts: Keyboard shortcuts ENTREE Validation of a modification or creation Changing of user and return to LOGIN Page 5 of 26

6 Changing of password for users whose password is temporary Page 6 of 26

3. Information management 3.1 Menu options 3.2 Product management 3.2.1 Selection Before a product sheet can be accessed it must be selected.

7 3. Information management 3.1 Menu options 3.2 Product management Selection Before a product sheet can be accessed it must be selected. Screen description: Selection critèria: to refine the selection list (combobox, search by exact value or generic value framed by "%"). List of sheets for selection: list corresponding to the selection criteria. Cancelled sheets are displayed in red. Sheet selection button: the sheet selected appears by clicking on this button. Page 7 of 26

8 3.2.2 Sheet The sheet selected appears in the following form Description of the screen: 1. Sets Corresponds to the list of data sets available. Each of the sets contains homogeneous data, for example: - Measurement data - Logistical data - Identification data - 2. Identification and selection criteria of the data displayed The 1 st column contains the key of the data displayed. The next columns contain additional identification criteria for the data displayed. Page 8 of 26

9 3. Action and indication buttons On the left side: The action buttons, namely: is only displayed if the data is active and allows their validation so that they can be updated is only displayed if the data in the set are active and allows their cancellation is only displayed if the data in the set have been cancelled and allows their reactivation transition to new record creation mode transition to new record creation mode with preloading of the data from the current record: duplication On the right side: The workflow buttons are used to monitor the state of progress of a CU or LV item sheet: The progress of a sheet corresponds to the validation of these various screens (e.g.: identification, indicators, measurements, etc.). Once a screen has been validated, the next screen may be validated in its turn. awaiting validation of the previous screen current screen to be validated screen validated displays the stage to be validated before passing to the next validation stage. For an item to be available to users and exported into the various target systems, it must be completely validated at CU and LV level (CU ok and LV ok). Page 9 of 26

10 4. Sub-sets Corresponds to the list of the data sub-sets linked to the set selected. Allows homogeneous segmentation within a set, for example: - Identification - Units - Dates - Measurements - 5. Data updated the fields marked with a star (*) are mandatory. Validation will not be possible if one of these fields has not been correctly completed. These data may be presented in the following formats: Text: inputting of values: alpha-numeric numeric (with or without a decimal point or a sign) Combobox: choosing of a value from the list Checkbox: checked: Yes, unchecked: No Date: Page 10 of 26

the format is dd/mm/yyyy or the date can be selected from the calendar Radiobox: the appropriate value must be checked Text area: reset button: allows the clearing of the radio button zone.

11 the format is dd/mm/yyyy or the date can be selected from the calendar Radiobox: the appropriate value must be checked Text area: reset button: allows the clearing of the radio button zone. No value is selected. free input within a window Multimedia: refers to a document stored in the product sheet. Link: refers to a document outside the product sheet. Selection from a tree: Selecting of the value from a hierarchy, for example: Page 11 of 26

Traceability of modifications: The old values may be accessed depending on the user's rights using the following button: Example: The value may be recovered from the sheet using

To make a multiple selection, hold down the Ctrl key and click on the values required. 6. Help Help is provided for all the attributes in the BAC.

12 Traceability of modifications: The old values may be accessed depending on the user's rights using the following button: Example: The value may be recovered from the sheet using the button: Multiple selection zones: This zone allows the selecting of several values from a list. The zones selected are highlighted. To make a multiple selection, hold down the Ctrl key and click on the values required. 6. Help Help is provided for all the attributes in the BAC. This explains the meaning, the selectable values if such exist and the associated management rules. When the cursor is placed on the name of an attribute a? appears, which means that help is available. It is displayed in a new window. Page 12 of 26

on the list. To access other data, just click on one of the other sets in the list.

13 Example of online help: Data management: After the sheet has been selected, the data displayed will be that of the first set on the list. To access other data, just click on one of the other sets in the list. The current set will be underlined. There are 2 data set display modes. a. Selection table The selecting of a set may produce a selection of records if the list contains more than one record. Page 13 of 26

14 If there is no selection to make, the data will be directly displayed. Example: displaying of LV data with a list containing 2 LVs. The LV to which the modifications must be made must therefore be selected by clicking on the button. Page 14 of 26

15 b. Data display Display: - of the selection table reduced to the element selected - of the data in the set within the limit of the window's size. You can navigate within the form: - by using the vertical scroll box - by clicking on the button for the sub-set containing the data required. Clicking on one of the titles in the sub-set allows you to return to the screen as it was initially displayed. c. Inputting of data Page 15 of 26

creation Displaying of the table containing the parent records to which the record to be created may

16 Validation of non-compliant data leads to the displaying: - of a window containing the list of errors - of the data descriptions in red Specific actions: 1. creation Displaying of the table containing the parent records to which the record to be created may be attached. Selecting of the record by checking the corresponding box. Above we can see the creation of a LV attached to a CU/PV. Page 16 of 26

17 2. duplication See specific help. Page 17 of 26

4. Restitution of information 4.1 Menu options 4.2 Product restitution Restitution is in the form of a view of part of the sheet. 4.2.1 Selection Before a product sheet can be queried, it must be selected.

18 4. Restitution of information 4.1 Menu options 4.2 Product restitution Restitution is in the form of a view of part of the sheet Selection Before a product sheet can be queried, it must be selected. Description of the screen: Selection criteria: to refine the selection list (combobox, search by exact value or generic value framed by "%"). List of sheets for selection: list corresponding to the selection criteria. Sheet selection button: the sheet selected appears by clicking on this button. Page 18 of 26

4.2.2 Sheet The sheet selected appears in the following form. Description of the screen: 1. Restitutions Corresponds to the list of data restitutions available.

19 4.2.2 Sheet The sheet selected appears in the following form. Description of the screen: 1. Restitutions Corresponds to the list of data restitutions available. Each restitution contains data that may belong to different: - fields (sales, procurement, stock, etc.) - records 2. Anchors Corresponds to the list of data anchors connected with the restitution selected. Allows homogeneous segmentation within a restitution, for example: - Consumer unit - Packing list - Palletisation - Page 19 of 26

20 5. Access to sheets through queries 5.1 Browsing launches the query based on the filters selected if the result of a query covers several pages, browsing is permitted using the following buttons: used to move to the next page used to return to the previous page 5.2 Menu options 5.3 Queries for Management or Restitution In this mode you can access the management or restitution of the sheets thanks to a different selection mode. The first page contains an empty selection list. To access the list of queries available according to its profile, click on Page 20 of 26

5.3.1 Filter selection The principle is to select one of the specific selection filters (designed by the BAC's administrator) from a list

2 Applying of the filter The executing of the filter allows the displaying of a selection list from which: - the management - or restitution

One of several output formats may be selected: blank: output displayed on the screen (by default) XML: an XML file will be generated and sent

21 5.3.1 Filter selection The principle is to select one of the specific selection filters (designed by the BAC's administrator) from a list (depending on the user's rights) in order to have access to different selection criteria Applying of the filter The executing of the filter allows the displaying of a selection list from which: - the management - or restitution of the sheets is possible Selecting of the output format Only the query Result Data (see example above) will be available on exporting. One of several output formats may be selected: blank: output displayed on the screen (by default) XML: an XML file will be generated and sent by to the user connected CSV: a CSV file will be generated and sent by to the user connected PDF: a PDF file will be generated and sent by to the user connected Page 21 of 26

22 6. Restitution of information 6.1 Menu options 6.2 Internal codes Organisation This option tells you the organisational structure to which an item code belongs or the list of all the item codes within an organisational structure. Provides access to the general information regarding the IS item if the item is in the BAC. Page 22 of 26

23 Provides access to the BAC item sheet, if the user has read or management authorisation. Page 23 of 26

24 7. Restitution following a selection A lot of query result screens or selection lists allow the restitution of the sheets resulting from the search. Restitution configuration screen: List of the fields restituted in the query and order of appearance. Restitution output format. Page 24 of 26

8. Exporting data Data exports can only be performed for modified items. Not all the items will be exported at the same time, to make the processing less complex.

25 8. Exporting data Data exports can only be performed for modified items. Not all the items will be exported at the same time, to make the processing less complex. Only the "OK" items are exportable, in other words OK CUs or LVs (see state of progress) whose validity date has not been exceeded (for exports outside the LACTALIS Group). 8.1 Catalogue The catalogue is an "exportable" sub-set of the BAC's data and allows, for example, the exporting of data from the BAC towards the AS400 and LACTALIS-V4. Tables are associated with this catalogue that correspond to the "mapping" between the BAC fields and the recipient system's fields. 8.2 Subscription basket The subscription basket query allows the defining of the selection to be made on exporting to a recipient, namely the list of records that will be sent. E.g. for the BRIDEL division, the list of all the BRIDEL division's items. Page 25 of 26

26 This query allows the automatic generating of the list of all the exportable items: 8.3 The subscriber or Recipient The subscriber is the export's target system, in other words the target that will receive the information exported by the BAC and integrate it within its system. Page 26 of 26

User Documentation. Administrator Manual.

User Documentation. Administrator Manual. User Documentation Administrator Manual Proposal Software 1140 US Highway 287, Suite 400-102 Broomfield, CO 80020 USA Tel: 203.604.6597 www.proposalsoftware.com Table of Contents Open the WebPro Viewer...