The Office is the Homepage that is first shown after logging in.
On the left is a tree-structure menu, divided in to Business Sectors, Static Data and Configuration areas.
The menu shown is set by the user's assigned profile; depending on the user profile set up, the start page, the functions and menus may differ if parts have been deactivated or are unavailable.
In the Centre of the page is the work area. This gets replaced with the relevant screen for each transaction when selected from the menu.
At the top is a Ribbon of actions that apply to the current activity. If working with a List, the icons will be active or greyed out, depending on the status of the list item selected.
If working on a single page transaction, they will switch to be the actions possible for that transaction.
If you Mouse over them you can see their descriptions.
Finally, on the right of the screen is the Entity, System, Current user and a Date/Time widget.
Listed below these will be any paused transactions and notification messages.
Having the paused items listed on the right lest you switch between them very easily.
For example , if you need to set a rate in static data , and then come back to the transaction to complete keying it with that rate in place.
The Top Panel have below list of option which can be started by clicking the icons
The Office transaction itself , shows a list of items to be worked on, based on a number of filters controlled by checkboxes.
The checkboxes can be used as a filter option to increase or decrease the quantity of transactions and tasks displayed.
The following Types are available and can be chosen:
- Incoming Messages
- Registered Items
- Paused Entries
- Entries Waiting for Correction
- Static Data Entries Waiting for Release
- Static Data Entries Waiting for Correction
- Limit Approval
- Manual Entries
- Search for Text
- Selection of Users
- All Visible Entities External Key
Having chosen which filters you wish to have in place, you can save that filter configuration for next time, by clicking on the gear icon in the ribbon. This will bring up a configuration panel, where you can set your preferences for future sessions.
The Available information on selecting check box
status of transactions, colour coded according to SLA timings
Black = within SLA
Amber = SLA limit is imminent
Red = SLA Limit has been passed
|Target Date||Date the Transaction should be done by|
|Reference||Transaction amount with trade product and entity|
|Responsible||Responsible User ID|
|Relevant Amount||Transaction amount|
How to export Transaction details on selected check box:
The selected check box transaction can exported in excel with same respective information
as shown below:
Viewing Liability Information
Each contract display transaction xxTSEL ( For example LETSEL, LITSEL, GITSEL, BCTSEL, BOTSEL, and so on ) has a new icon labeled "Liability Information" that allows users to view any connected liabilities of the contract that are still open without having to open the details of the contract.