1.1. Menu Bar

The menu bar provides access to the all the application features:

Main Menu

The main menu contains all the available windows, forms, reports and processes within the aplication. It can be accesed using the button, located in the upper left corner:

Starting with SocrateCloud 15.05 you can search the menu for items without having to use special characters.

• e.g. writing "tert" in the search field will also display menu items containing "%terț%"

User Menu

The User Menu is displayed in the top right corner of the screen, followed by Favorites, Info, and Tools.

This menu provides details about the user logged into the application and can be used to log out.

For Google Apps users, the Change login settings is available which can be used to open the Login window where you can edit the following options: Language, Role, Tenant, Organization, Warehouse and Printers. Details in Login.

Tools Menu

The button, located in the upper right corner of the page will open a menu containing the following options:

• Tools - opens the Tools submenu;

• Setup - opens the Setup window. Details in Setup Wizards;

• User Preferences - opens the User Preferences window;

• About SocrateCloud - displays specific information about your subscription, deployment and SocrateCloud components;

• Help - link to the SocrateCloud Documentation page;

• Report a problem - not available in the current SocrateCloud version;

The Tools option opens a submenu with the following options:

• Console - opens a console used by administrators to debug the system;

• Cache Reset Client - resets the web cache, in case you are experiencing data refresh issues;

• Cache Reset Client + Server - reset the web cache, in case you are experiencing data refresh issues. This is used by administrators after making changes to the system, e.g. to the reports, in order to see their changes take effect without having to log out;

• Service Monitor - opens the Service Monitor window, used to schedule processes that run in the background;

• Active Server Sessions - opens a window that allows you to view and work with user sessions on the server;

• Blocked Users - opens a window that allows you to view the list of users blocked by the system and act on them

• Context - opens a window that displays the values of various system variables and table columns, useful to take a look at the internal state of the system;

  • • context variables can be used on printing formats, text elements or to define a window to be used for show/read-only logistics. For example:

      • @##AD_User_Name@ wrote on a text element that uses a printing format, the printed text will show the current user(where @##AD_User_Name@ is the context value);

      • @IsSOTrx|'Y'@ - if the "IsSOTrx" variable does not exist, the system will return "Y";

• • there are several context areas available:

    • "Global Context", "Server Context" - containing variables related to the current session, respectively to the server. Can be used regardless of window;

    • "Window Context", " Tab Context" - containing variables related to the current window or tab. Can be used only in that particular tab or window.

User Preferences

The User Preferences opens a window where you can configure parameters:

• Automatic saving of data - all data will be saved automatically after leaving or closing a window;

• Show Advanced Tabs - tab-s containing detailed info will be displayed;

• Always Preview Print - if not selected, when printing a document, the system will attempt to use the printer defined at tenant level. If no printer is defined an error message will be displayed;

  • • available only for reports witch have Direct Print option selected, which can be found in the Reports and Processes window

• • the printer selected at login will be used, and if not the printer marked as default;

  • the available printers are located in the Printers tab, Tenant window;

  • Details in Printer Setup;

• Popup Reports - if selected, reports will displayed in a new window.

• Show Hour Management - if selected the menu bar will display an indicator with working hours entered by the current user. Requires the Hours Management component;

• Home tab - determines which dashboard will be displayed after logging into SocrateCloud;

• • In order to make the Kanban Dashboard available, you have to go to System Admin -> System Management -> Web Settings and then select the K-Board value in the Home Tab field. The Web Settings window can only be seen as a "System" user;

• Date - displays the current date. This is the default date used for the current session;

• Theme - influences the general aspect of the interface: Enterprise Gray, Enterprise Large, Graphite, Tree Frog;

• • Window Layout - starting with v16.01 it is possible to view records both in grid and single view at the same time;

Note: Theme and dashboard settings are also available as in the Web User Preference window.

The Tools Menu also provides options to clear the client and server cache. This is especially useful for administrators who make changes, for example in reports, and do not wish to log in and out of system to check whether the changes have been applied. Cache Reset Client, used to empty the web cache memory, and Cache Reset Client + Server are very useful in this scope.

The Cache Reset Client process, located in the Tools submenu, can be used by all users and erases metadata recorded on the browser (temporary), such as:

• metadata windows, tabs and fields

• search windows

• queries history

The process is also available in the main menu: Sys Admin -> System Management -> Cache Reset.

The Cache Reset Client + Server process, can only be used by administrators and erases server side metadata. The process is also available in the main menu: Sys Admin -> System Management -> Cache Reset Web.

Favorites

The Favorites menu contains windows, reports, processes, and menu items set as favorites by the user.. It is located between Info Menu and the User Menu in the upper right corner of the screen. To add items to your favorites list:

• open the the window for the item;

• right click on it’s window tab and then click Add to favorite.

To remove items from your favorite list:

• open the window for the item;

• right click on it’s window tab and then click Delete favorite.

Items within the menu will be arranged in the order they were created.

Other options...

The SocrateCloud menu bar is displayed at the top of the screen and contains the following items:

• SocrateCloud - click to access the Home screen;

• Dashboard - click to view graphs and charts from various components of the application. Details in Performance Analysis;

• Workflow Activities - click to view and act on confirmation statuses. This window comes in handy when using approval workflows. Details in Workflows;

• Analytics - click to access SocrateBI. A new browser windows will open with direct access to SocrateBI, if the user has access. Settings are required in the MicroStrategy Configuration window;

• Main Menu - click the icon, located in the upper left corner of the screen, to open a menu containing all the windows, processes and reports available in SocrateCloud;

• Info - gives you access to various information windows about entities used when working with SocrateCloud. Information windows display all information available for the following elements: product, business partner, account viewer, asset, invoice, order, payment, shipment, locator.