Functions

In some procedures you can create new records or add rows for different information. The Add button, which is used to perform these actions, can be found in these procedures.

In procedures where you can add information, it is also possible to delete the corresponding information. You can delete information/records using the Delete button . Before the record is deleted, the system checks to make sure the record/information is not used elsewhere in the database. If the record is used, it is not possible to delete it.

In some procedures you can edit different information in records. When this is the case, the Edit button is shown under a menu button in the top right corner of the page. Tap the edit button in order to change different information, and then save by tapping Save.

Certain information, such as tags – for a customer, for example – is saved automatically when entered.

Layout profiles can be found under Settings, in the menu. Here you can add profiles for roles, groups, and users that control the fields to be shown for a procedure on the screen. There is currently support for layout profiles in the Recording terminal procedure. Read more about Layout profiles.

Dashboard can be found under Settings, in the menu. Here you can create a dashboard for the home page and the Recording terminal procedure, depending on which components you add. You can create a Personal dashboard or a dashboard from a Template. If you do not want to apply a dashboard, choose the option None. A personal dashboard means it only applies to you.

You add components in a personal dashboard by using the Edit personal button. You then add the components with the Add component button. The final step is to save the dashboard by tapping the Save button.

A dashboard from a template can be created in the Select template field, provided templates have already been created. It is possible to add multiple dashboard templates which can be used by different users.

With the Edit templates button, you can edit an existing template. You can also add a new template with the Add template button, and enter a name for it. You should then select for which roles, groups, and users the template should be available. You can also choose if the template will be available, default, or mandatory. You then choose components with the Add component button. The final step is to save the template by tapping Save.

Permissions to access the dashboard, templates for the dashboard, and different components can be configured in the Users procedure in the Windows client.

Under Settings in the menu you can find Configure Lookup. Here you can create and configure your own presentations for Lookup in different registers. You can configure the roles, groups, and users the presentation will be used for. You can also choose for the presentation to be default for you. You can add more columns to be shown in the presentation of Lookup as well as set properties for each column. Read more about Configure Lookup.

When you run the mobile client as an app, there is an App settings function in the menu. You can configure settings in the app here. Certain settings are unique to the operating system installed on your smartphone/tablet, that is, Android or iOS. The below settings are unique to the app.

Monitor URL – Here you can configure the address and port for the Monitor ERP Web server.

Show notifications – Here you can control whether or not notifications from the app are shown in your smartphone/tablet.

When you run the mobile client as an app in mobile devices and tablets, there is a function to scan bar codes for fields. Beside the field where you can scan bar codes is a button used to activate the function, and open the device’s camera. With this function activated, hold the camera over the bar code and press the button to begin scanning. There is also a setting in order to activate automatic scanning. With this setting activated, you can begin scanning as soon as the camera identifies a bar code.

In the Authorize invoice procedure, you can update the page by tapping Update in order to load any new information which has been saved by another user while you have had the procedure open.

At the bottom of lists such as part lists and customer lists, and the planning window in a part, you can see which page you are working in, select a page to go to or navigate to the next, last, previous, or first page.

In the Customer list and Part list procedures you can enter optional tags for a customer or part. When the record is open you can enter a tag in the search field under the button Tags and add it using the Add button . You then save with the Save button. You can add an optional number of tags. The number of tags selected for a customer or a part is shown in brackets on the Tags button when you have opened the record.

It is also possible to delete an existing tag from a record. This is done by deactivating the tag under the Tags button and then saving.

These tags are used to filter records at the very top of the customer list and part list. This is done using the Tags button at the top of the page. This button opens a dialog window where you mark one or more of the saved tags. If you have filtered the list using tags, you can reset the list by unchecking the tags (which will then remove the blue color) or you can use the Clear button in the dialog to uncheck all of the tags.

Tags added for records in the mobile client can also be used as a selection term in different lists in the Windows client, and vice versa.

In certain procedures where you can add, change, and delete different information, you can also add comments.

In the Recording terminal procedure, in the Start work mode as well as during Work in progress in the recording mode, you can show and print linked order documents (traveler, operation document, and material document) and linked files for a work item. This is done under the button on the page. You can view the files which are linked to the manufacturing order, the part (the node), the operation, and the material. On the Files page, which is opened with the button, you can select which document or linked file you want to show and print. Alternatively, you can move between the documents and files using the navigation buttons on that page.

In the Customer list and CRM procedures you can view the customers' addresses on a map by tapping the Map icon next to the address.

In the Customer list and CRM procedures you can call a customer’s telephone number by tapping the receiver icon or entering the number. If running the mobile client on a computer, you need to connect the function to an installed softphone program in order to call the number.