| Homepages |  |
| Introduction Homepages are used as a start point for navigation for particular roles, such as Warehouse Manager or Warehouse Administrator. A homepage automatically preselects all the work a user has to do in ERP LN. Each homepage contains various dockable panels, which can display HTML content. The homepage functions as an up-to-date dashboard on performance and workload. A homepage offers: A representation of a day-in-life for a particular role. An immediate visual indication of the workload. Various hyperlinks. Visual graphs and alerts. Infor delivers various predefined homepages with Infor ERP LN. For example: Sales Administrator homepage Accounts Receivable Administrator homepage Accounting Manager homepage Service Coordinator homepage Note You can access homepages through the Homepages panel. This panel is only displayed if the Web UI administrator has imported homepages into your user profile. Homepage structure Homepage displayed in work area A homepage delivered by Infor usually consists of the following panes, however this is not mandatory.
Alert pane | Displays the alerts (if any). Examples of alerts are: Orders that have passed the due date. Late receipts. Orders that are not released yet. A price variance that falls outside the tolerance. Alerts are linked to conditions. An Alert is only displayed if the corresponding condition is met.
Workload pane | Displays the workload assigned to a specific record, for example a specific buyer. The Workload pane in the previous figure shows the tasks that you must perform for a specific buyer: There are purchase orders waiting for approval. A number of purchase orders must be confirmed. There are no requisitions that must be processed. And so on. When you double-click a task, the corresponding (overview) session starts. For example, when you double-click the Unapproved Orders task, the Purchase Orders (tdpur4100m000) session starts.
Shortcut pane (Quick Links pane) | Displays useful quick links. A quick link is a shortcut to a details (data entry) session, or to a batch session, for example a global update session.
Report pane | Contains hyperlinks to frequently used reports. The hyperlinks can start ERP LN sessions or Web pages, for example Cognos reports.
Graph pane | Displays reports that show major statistics or key performance indicators. The reports offer many useful features, such as: Many chart types are supported, for example pie charts, line charts, and bar charts. A graph can have a dialog attached, where you can enter selection criteria.
Personalization by Web UI end users To change the look and feel of their homepages, end users can: Move and dock panels in different locations. Resize, minimize and maximize panels. Drag items to another position within the Workload pane, the Alert pane, and the Shortcut pane. Use the shortcut menu in the Workload pane, the Alert pane, and the Shortcut pane to: Add new shortcuts. Switch between large and small icons. Personalize the pane (Workload pane and Alert pane only). Note End users cannot close panels and cannot change refresh rates. Personalize Workload Pane Right-click in the Workload pane, and on the shortcut menu click Personalize Workload Pane. The following dialog starts: Personalize Workload Pane dialog Use the Show check box to indicate whether a workload indicator must be displayed in the Workload pane. Use the Critical threshold fields to indicate that a workload indicator must turn to red (critical) when the number of records (count), or the total amount involved, exceeds a certain value. For example: For "Invoices Due Today", you select "Count" and enter the value 50. As a result, the corresponding workload indicator turns to red if there are 50 or more invoices due today. Note When you are a Web UI administrator, you can specify the refresh rate in minutes, to indicate how often the contents of the Workload pane must be refreshed. Web UI end users cannot specify the refresh rate. Personalize Alert pane Right-click in the Alert pane, and on the shortcut menu click Personalize Alert Pane. The following dialog starts: Alert Pane dialog Use the Show check box to determine when an alert is displayed. Use the Only show for ... fields to specify conditions to display the alerts. See the previous figure. Note When you are a Web UI administrator, you can specify the refresh rate in minutes, to indicate how often the contents of the Alert pane must be refreshed. Web UI end users cannot specify the refresh rate. Web UI administrator tasks A Web UI administrator can perform various homepage-related actions, such as: Create and customize homepages. Customize the refresh rates of the Workload and Alert panes. Export homepages from, and import homepages into, the Web UI user profiles of end users. To customize refresh rates A Web UI administrator can customize the refresh rates for the Workload and Alert panes. For details, refer to Personalize Workload Pane and to Personalize Alert pane. Export and import homepages Via the Web UI Administration Console, a Web UI administrator can: Export homepages from a Web UI user profile to the ERP LN dictionary. Import homepages, from the ERP LN dictionary, into one or more Web UI user profiles. After an import, end users must sign out and log on again, using the updated user profiles, before they can use the new homepages. For details, refer to the Infor ERP LN Web User Interface - Installation and Configuration Guide (U8715 US). To develop homepages For information on the procedure to develop homepages, refer to the Infor ERP LN Development Tools 8.x Developer's Guide (U8883 US). |