User Guide
Contents
1. follows Ready CHANGE mum ICBZ7L Da 4 The leftmost section shows a context sensitive help message The six fields following display in order from left to right the screen mode ADD CHANGE DELETE or blank caps on off CAPS or blank number lock on off NUM or blank scroll lock on off SCRL or blank the current screen or function and in the bottom right corner a flashing lightening bolt denoting activity between a workstation and a network server View Tool Bar The Tool Bar appears below the main bar and is set by default The toolbar display is shown as follows Sei ab BlAs E basoa Toolbar buttons have the following functionality Page Number 10 Toolbar l a E E les gt gt a ss amp Operation Cancel and exit Accept Cut Copy Paste Resize Text Window Expand Add Line in list screen Change Line in list screen Delete Line in list screen Quantus User Quantus Equivalent lt DEL gt lt C TR L gt lt Ins ert gt lt 1 gt lt Insert gt None lt F4 gt Fi EF lt F9 gt lt F5 gt lt F6 gt lt F7 gt lt F7 gt lt F3 gt Page Number 11 Chapter Number 4 Toolbar Operation Quantus Equivalent 5 Lookup in list screen Not used Insert Line in list lt CTRL gt lt F5 gt screen P Help lt F1 gt The Toolbar is not switched on in Quantus by default because the keystrokes are more efficient than mousing on the Too2. lt ENTER gt Moves from field to field and activates the APPLY button lt F4 gt Open a child window lt F5 gt Add a line to a list lt CTRL gt lt F5 gt Insert a line in a list above current line lt F6 gt Change a line of a list lt F7 gt lt F7 gt lt F3 gt Delete a line from a list It is VERY IMPORTANT to note that data is not entered into a field on a screen until you have moved on from that field to the next one usually by pressing lt ENTER gt This is because every field of data is validated against the database or some other criteria is a number a number is a date a date etc In particular users are caught out when entering a line of data because you must move onto the next line ie out of the last field on the first line before the line is complete and valid Novice users frequently fall into a trap when Quantus will not accept a simple transaction with a control total and a single line entry The reason is that the line has not been completed and therefore the control total does not equal the sum of the line values The line value is computed as the line is completed and then compared with the control total Only when the two agree can you ACCEPT the Page Number 24 Quantus User Page Number 25 transaction and update the database Quantus will sometimes automatically fill the first field of the second line with data as this often speeds data input but you should not worry about this because a second line
3. the list will have no entries we will tell you how to make your own later dE Press lt ESC gt to take you to the previous selection screen You move around a scrolling list with the following keys Mouse left button to highlight an item arrow keys lt PAGE UP gt amp lt PAGE DOWN gt lt CTRL gt lt HOME gt lt CTRL gt lt END gt hh UN You pick from a list by 1 highlighting the item and pressing lt ENTER gt pe highlighting the item and pressing the tick button a Left mouse double clicking on the description field If the system allows editing of the list in the scrolling windows which is not the case for the operator commands list then you edit the list with the following keystrokes 1 lt F5 gt to add a new line Ze lt F6 gt to modify an existing line Page Number 22 Quantus User Page Number 23 3 lt F7 gt lt F7 gt lt F3 gt to delete a line this is a security device to prevent accidental deletion The first lt F7 gt turns the screen into delete mode as shown on the bottom bar the second lt F7 gt highlights the line to be deleted and the lt F3 gt confirms the action and this is true throughout the system You can use the icons on the toolbar to replace these keystrokes 1f you wish but operating the system will be considerably slower Chapter Number 4 Summary Remember the following commonly used keystrokes lt F3 gt Accept a transaction gets you to the APPLY confirmation
4. wish to print to a fixed filename proceed as follows WINDOWS PRINTER select FILE DEVICE FILENAME enter the path and file name in the format drive_letter pathname filename xxx or UNC format servername volume pathname filename xxx Typical settings would appear as follows Printer Mapping Setup RE PROIV Printer LPS y Windows Printer FILE y Device File Name g imasiquantustiles Save Close Fonts Unmap Mousing on the Fonts button will result in the following dialogue A aa Font Font style Size T Aldine721 Lt BT Tr Alefbet 16 y m Sample You can select the appropriate font and size for the reports to be Page Number 15 Chapter Number 4 generated on the relevant printer Selecting a True Type non proportional font of small size 1s advisable TT Courier New 8 Point is a suitable contender if itis available on your PC View Zoom In Zoom Out Fit to Font These settings change the size of the image on the screen Quantus has been developed to fill the screen when the display resolution is set to 800x600 pixels At this resolution Quantus will display without scroll bars and will fill the screen At lower resolution 640x480 scroll bars will always be displayed whilst at higher resolution the screen will not be filled completely We recommend that the WindowsOtask bar is set to auto hide and that the Pro IV Tool Bar is not turned on Page Number 16 Quantus User Committ
5. with no other data gets thrown away automatically when you APPLY the data to the database If you press lt ENTER gt on the first field of the second line then the second line does have data in it of course and then you must clear the second line before you can accept the transaction This is done by pressing lt ESC gt or lt F3 gt or mousing on the green tick on the screen Part lines are cleared on the first keystroke or mouse press and then the line is accepted on the second keystroke or mouse press Consequently you sometimes have to press lt F3 gt lt F3 gt to accept a transaction line No damage 1s ever done by pressing lt F3 gt twice Index Chapter Number 5 NOC SD E O a o a a 6 10 23 24 Dinos road Sc der ie PRATA e ae ates OS 5 9 15 18 22 Ss A aa Scat E EII 6 10 16 A E RAIO E a RN ae I a 20 Command S as wie pisa E ela bee ek Bo eek A 17 19 21 Display Seios dias dr del Sb bed ww hah ee ack 5 DOM sino ds eae oe See ae 1 TN og E EE TS ace eS toe AD E 6 10 16 20 Global Environment qa fhe wa ie e 17 18 ICY DO AA A ene ie swe ayn qi ae a 1 3 4 6 LOST cod ts Sting Bare Se Rd AMO See ns eRe A a 20 INST Os persa ss Mee ce een 6 Ai q ET 4 17 INO WON ss case ot oa ong ees ar ew te a E ee eto 13 Operor aeaaeae A hare cu DS DD gtr a cate de SE Sac 18 19 21 Pon sg meng oh a Be ne AN IC 12 14 POV es Seg eects dice fae Aceh RI ohn ites A O ane 19 Status BAR A baa are ats ees 8 9 SVSle MM ANA TOD es A A A aa 19 LOOL
6. DAR uste e A 6 9 15 MION mirra dare ed dsd 8 9 11 12 15 Page Number 26 Manual Version 1 1 Quantus Version 5 2 1 10 April 2001 M talos quantus Manuals old User Manual User wpd Talos Limited Quantus User
7. Page Number 1 Chapter Number 1 Contents Introduction This manual describes the Quantus user interface Chapter Page Quantus can be used with either a mouse or with the keyboard INTO AUCHON adria a eee ee 1 1 Most users will use a combination of the two Contacting Quantus 0 cece eee eeeeeeeees 2 2 Learning the keystrokes will result in much faster input than using SUPPO A mts tios Al e tos 2 2 the mouse iiss Manal eos ra dae ta 3 3 There are a small number of places particularly in the enquiry Text CONVENTIONS LAA es 3 3 drills where you have to use a mouse TRE User Interkace aia ai Ed Bo ae aren eee a 4 4 References in this manual to ProlV refer to the programming A a raras Lies ais 4 4 langauge used to create Quantus Prol V is installed onto your PC Display Settings 4 5 during the set up process and controls the look and feel of the user Keyboard and Mouse Conventions 4 6 environment eg colours size of text DIES Nai Ed 4 8 Committing Data to the Database 4 16 NAVI SATO arteria tas beds dz 4 17 Moving Around the Screens 4 21 SUMMA ia a Aia 4 23 o A SR ccna a a ON E E 5 25 Page Number 2 Contacting Quantus Support If you need to contact Quantus support then either email support O quantus co uk or telephone 01959 561238 Quantus User Page Number 3 Chapter Number 3 This Manual Text Conventions Text in angle brackets lt gt denotes a keyboard key f
8. er connections available to each workstation LPO through LP9 Mouse on the down arrow in the combo box to display the list of printer ports Select a printer port we will use LPO for this example WINDOWS PRINTER this field contains a list of Windows Printers in UNC format together with FILE and DEVICE There may be one or many windows printers available to Pro IV and thereby to Quantus This list is delivered by Windows Select a Printer Mouse on the down arrow in the combo box and select a Windows printer Mouse on the Save button and then the Close Button The Quantus printer is attached to LPO elsewhere in Quantus Page Number 13 Chapter Number 4 Typical settings would appear as follows x PROIY Printer LPO y Windows Printer UA o AS T Device File Name Save Close Fonts Unmap Select a Device If you wish to print to a DOS printer or Novell capture then proceed as follows WINDOWS PRINTER select DEVICE DEVICE FILENAME this field is filled in when selecting either FILE or DEVICE but not when a printer is selected Enter the LPT number which is appropriate followed by a colon eg LPT1 LPT1 can be attached to a real physical printer or to a Novell NetWare capture Typical settings would appear as follows x PROIY Printer LPS y Windows Printer DEVICE y Device File Name LPT 5 Save Close Fonts Unmap Page Number 14 Quantus User Select a File If you
9. ing Data to the Database When a transaction or change to any data has been accepted in or lt F3 gt key then the system will display an update confirmation window There are several different update confirmation windows the simplest of which is as follows 3 Update Confirmation 3 xj Apply Amend Cancel The buttons in this window have the following effects APPLY commit this entry to the database AMEND return to the input screen to make changes You can move from field to field by mousing on the field or using the arrow keys CANCEL throw away the entries made and return to the input screen to start over again EXIT throw away the entries made and exit the program Page Number 17 Chapter Number 4 Navigation You move around the system via user definable selection screens and user definable commands The selection screens appear as sets of buttons There is a system which is available to the user for defining which buttons appear on each screen and which users have access to which screens and which buttons This is explained in the Global Environment Manual please refer to that if you want to understand how to customise the selection screens Pressing a button can either display more screens with buttons on or run a specific program for input enquiry or reporting Buttons which display functional screens rather than further selection screens are identified by a small logo on the right of the button Thi
10. ity this is the quickest way to move about within the system SWITCH TO brings up a screen which allows a logged in user to switch to another set of books which they have security access to without logging in again Loa IN brings up the screen which allows the user to select a new set of books to log in to with the same or different profile operator Page Number 20 Quantus User Page Number 21 code LOG OFF exits and closes Quantus You can not exit Quantus by mousing on the X in the top right of the screen This is because Quantus is acontrolled environment with locking taking place on database files Exiting the system closes links and must be under program control LAST screen goes to the previous selection screen up a tree structure and TOP takes you immediately to the top of that selection tree structure During data entry the entire selection screen is replaced with an input screen which itself may have several components Chapter Number 4 Moving Around the Screens You can move around the selection screens in several different ways and each person tends to find their own preference These are 1 Left mouse click on the button Enter a number shown on the button in the SELECTION field and press lt ENTER gt 3 Enter a command in the SELECTION field and press lt ENTER gt 4 Press lt F4 gt to bring up a scrolling window showing all your user definable commands and pick from that list Initially
11. lbar and speed of input is usually important in accounting systems The Toolbar functionality is all available in either the Quantus GUI Function Keys or normal Windows functionality View Options If you select view options you can change the colours of text displayed on Palette Colour m Palette Info Current Field Display Only Fields Input Fields screen the foreground pl Icons and background colours and the fonts used for different types of field The dialogue box Foreground Colour Background Colour appears as shown in same A E Proportional Font Figure 2 The selections that have been made by Quantus have been rigorously tested by users and have been Monospaced Font Cancel Help Figure 2 Colour Palette selected to differentiate between different types of data U sers are strongly advised not to Page Number 12 Quantus User alter these settings View Printer Mappings On the contrary users have to modify the settings in View Printer Mappings This is the link between Quantus and all printer devices whether local or networked It is also possible to print to file and to non printer devices The printer dialogue appears as follows x PROM Printer LPO y Windows Printer y Device File Name Save Close Fonts Unmap Pro IV PRINTER this field contains a printer number identifier used by Pro IV for routing output There are 10 print
12. o work best in Super VGA resolution 800x600 We therefore recommend that you set your display resolution to 800x600 pixels to get the best working environment before starting to use Quantus This is done in Control Panel Display If you have a higher resolution set then you will be able to see Quantus comfortably in a window rather than full screen If you have a lower resolution then you will be faced with scroll bars all the time which will not be very friendly At 800x600 resolution the Quantus screens fill the whole display area We recommend that you set your display to a colour depth of 65536 or higher to see the Quantus buttons correctly It is also better to set the start bar to Auto hide in StartlSettingslTaskbar Page Number 6 Keyboard and Mouse Conventions Help Accept asin accept a transaction once the data has been entered to the users satisfaction This does not update the database but links to a confirmation window Accept as in accept data in a specific field Cancel throw away the data that has been input on this screen and leave me in the current screen to start again Exit throw away all the data that has been input on this screen and exit the screen completely Window opens a drop down list box for selecting from small data structures Window opens up a search window for larger data structures Window opens up a context sensitive window with relevant data for the cu
13. or example lt ENTER gt means press the key on the keyboard marked Enter or lt F5 gt means press the function key F5 lt 9 gt lt 9 gt lt ENTER gt means press 99 followed by the Enter key lt CTRL gt lt F5 gt means hold down the Control key on the bottom left of the keyboard marked Ctrl and whilst it is held down press the function key marked F5 TEXT LIKE THIS denotes text actually visible on Quantus screens Text Like this at the left of the page is used to denote the selections that are made by the user to navigate through the system and is based on the text on the buttons Helpful hints are shown in the left margin with a gr Page Number 4 Quantus User The User Interface Introduction This chapter describes the following the best screen resolution to use the basic keyboard conventions the equivalent mouse conventions the standard screen layout the basic principles of entering data and then committing data to the database tips and tricks about navigation around the system All novice users of Quantus should read this manual Page Number 5 Chapter Number 4 Display Settings Quantus will work in any screen resolution however because the screens need to fit more data than the space available low resolutions 640x480 will result in scroll bars being displayed and only part of the screen being visible at any one time The system has been developed t
14. rocessing but has environment settings which are important A typical screen appears in Figure 1 Y Quantus Quantus Financials E q q D x Edit view Help SO Bala bos e Main Selection OS MAN 01 Cash Book 02 Sales Ledger 03 Sales Order Processing 04 Purchase Ledger 05 Purchase Order Processing Operator 06 General Ledger Commands 07 Entity Specific Settings 97 Switch To 08 System Manager 98 Log In 99 Log Off Num GLMENU No 4 Figure 1 Main Selection Screen Edit Edit allows you to Cut Copy and Paste text and Add Change Delete Lookup Insert Window and Expand lines in a scrolling screen This is the same functionality as described above for keys lt F5 gt lt F6 gt lt F7 gt lt F8 gt and lt CTRL gt lt F5 gt lt F4 gt and lt F9 gt and is also functionality available via the Tool Bar View View allows you to switch on or off a Tool bar in some versions of the ProlV client the toolbar off setting does not save away correctly if this is the case then you can upgrade the ProlV client and a Status bar set screen colours and fonts set printer mappings and zoom the contents of the screen Page Number 9 Chapter Number 4 View Status Bar The Status bar is at the bottom of the screen and is on by default It can be turned off in the View Menu but as it does change according to the contents of the main part of the screen it is advisable not to do this The Status Bar appears as
15. rrent input field Applies to screens displaying multiple lines records of data Quantus GUI Tool Bar Quantus User Keystroke lt F1 gt lt F3 gt lt ENTER gt lt ESC gt or lt ESC gt lt ESC gt depending on the screen lt ESC gt lt ESC gt or lt ESC gt lt ESC gt lt ESC gt depending on the screen lt F4 gt lt F4 gt lt F4 gt Page Number 7 Chapter Number 4 Please note that Quantus does not use the lt TAB gt key to move from field to field because of the problems caused with speed of numeric input Pressing lt TAB gt will result in the following error y UL 052 mandatory input must enter or cancel 1 Scrolling Screens made up of many lines of data of the same format use the following special keystrokes Add a line Insert a line above current line Change a line Delete a line Delete Multiple Lines lt i gt can be replaced with lt i gt lt Page Up gt lt Page Down gt lt CTRL gt lt Home gt lt CTRL gt lt End gt Expand a single line of data to show more fields lt F2 gt and lt F8 gt are not used Quantus GUI Tool Bar e la El E Keystroke lt F5 gt lt CTRL gt lt F5 gt lt F6 gt lt F7 gt lt F7 gt lt F3 gt lt F7 gt lt F7 gt lt IDCID lt F3 gt lt F9 gt Page Number 8 Quantus User Bars Quantus is delivered with a top bar showing Edit View and Help This bar is not used during normal p
16. s appears as shown in Figure 3 Y Quantus Quantus Financials E D x Edit view Help SesrBeasn bobpb oa Operator 06 Create Maintain Authorisors Commands 0 Print Authorisors 97 Switch To 08 Create Maintain Buyers 98 Log In D9 Print Buyers 99 Log Off 10 Supplier Account Lag 11 Authorisors Log num amenu SEZ Figure 3 Sample Selection Screen One of the buttons on this screen displays a further selection screen whilst the others all display entry screens or enquiry screens or reporting screens Every selection screen has an input field in the bottom right where Page Number 18 Quantus User Page Number 19 the cursor is permanently active Entering a user defined command in this input field will cause the specific functionality to run as if a button had been pressed irrespective of the fact that the relevant button may not at that time be visible on the screen Commands allow the user to hop about inside the system very quickly User defined commands are explained in the Global Environment Manual A typical selection screen 1s shown in Figure 3 All selection screens consists of five parts The top bar and the next bar down are the main title bars created by the ProIV environment the Rapid Application Development or RAD tool used to write Quantus and they never vary The third bar down is an entity specific colour coded graphic bitmap or JPEG which identifies the entity s books that you are logged in
17. to It appears on every screen in Quantus so that you always know which set of books you are accessing at the time The graphic can contain your logo or name The logo used in the screen shots in this manual is for a well known Japanese Company Your Logo Here as shown in Figure 4 alo e a eta Figure 4 Sample Logo The main part of the screen is made up of two areas The left and middle part changes as selections are made whilst the right area remains essentially the same in all the selection screens The right part of the screen mainly displays the buttons as shown in Figure 5 OPERATOR brings up a further selection screen with the items that Chapter Number 4 can be configured by the operator for their own use Operator Commands 97 Switch To 98 Log In 99 Log Off Last Top n Figure 5 Static Buttons Selection COMMANDS brings up the operator s personalised commands list Commands are used to hop within the system to different functionality without working through the selection screens Hopping about with commands is much quicker but is strictly for experienced users The system is delivered with no commands set up Commands have to be configured by the system manager or individual users Pressing lt F4 gt the WINDOW function key whilst in any selection screen will display the user s command list as well Typing in the command and pressing lt ENTER gt will hop to the relevant functional
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