Download Operating Instructions User Manual

Roadmap ERP Version 14.0
TABLE OF CONTENTS
1.
OPERATING INSTRUCTIONS .......................................................................................... 3
SHORTCUT KEYS AND ICONS: ......................................................................................................................... 4
HOW TO LOGIN ................................................................................................................................................ 5
WHAT IS A BUSINESS FUNCTION .................................................................................................................... 7
HOW TO OPEN A BUSINESS FUNCTION .......................................................................................................... 8
HOW TO ADD DATA ......................................................................................................................................... 14
HOW TO SAVE DATA ....................................................................................................................................... 17
HOW TO QUERY DATA .................................................................................................................................... 19
HOW TO NAVIGATE THROUGH THE RECORDS ............................................................................................... 26
MODIFY THE DATA ......................................................................................................................................... 34
DELETE THE DATA ......................................................................................................................................... 35
CLEAR ............................................................................................................................................................ 37
HOW TO USE LOV.......................................................................................................................................... 39
HOW TO USE CALENDAR ............................................................................................................................... 41
HOW TO VIEW WORKFLOW ............................................................................................................................ 44
HOW TO VIEW MESSAGES .............................................................................................................................. 45
HOW TO VIEW ACTIVITIES ............................................................................................................................. 46
2.
INDEX ...................................................................................................................................... 47
Operating Instructions
Page 2