Navigating FACTS

The FACTS menu system contains these components.

A header ribbon containing the system date and time and three drop-downs: Communication, which contains Message and Phone Message programs to check email and phone messages, My Alerts which accesses the Alert Control Center (ACC) to review, respond to, or dismiss (delete) alerts specifically tied to a user, and User name, which contains a menu with these options.


User Preferences	Accesses User Preferences F/M (SMF440) to specify user preferences for each system user. These settings are derived from User Code F/M and other FACTS programs that provide default information for FACTS companies, users, and locations. Each user can modify their own settings using this program.
Change Active Profile	Use this screen to select a different user profile. You can set up multiple profiles with different defaults for warehouse, printer, etc. Then, if you need to change from working in warehouse 01 to warehouse 02, you can change the active profile and all of the default values will change. You do not need to have multiple logins to get different default values. The active profile is displayed when you enter this program. Whenever you change your active profile, all of the global default variables will be reset. If no default warehouse, department or branch is set in your active profile then it will be taken from the location record, if one is set up.
Profile Maintenance	Accesses User Profile F/M where you can add, edit and delete profile records. Upon returning, the last profile that was edited will be compared to the active profile and if different, FACTS displays a message so you can indicate if the active profile should be changed to this one.
Help	Displays options for the About menu for FACTS, direct access to the Help system, and the Infor Copyright message. Click Help>About Infor ERP FACTS to see the FACTS version you are running as well as support, licensing, and workstation information.
Sign Off	Logs you out of the system.

Below the header ribbon is the start-up menu location, the Main menu tab if the Allow Main Menu check box is checked, and an optional Primary menu tab if the Primary Menu prompt is specified on the Menu Setup tab of User Code F/M (SMF410).

Modules and drop-down menus are displayed on the main screen. The menu contains is drop-down modules on left side. The right side of the menu has drag and drop capability to place frequently used programs directly on the front of the main menu.

The panel and main screen enable you to open and close the FACTS module menu trees that contain sub menus for each module.

When you first log into FACTS, the navigation panel displays the master menu or, if your System Administrator created one, a customized start-up menu

Double click on a plus-sign (+) menu selection in the panel to see any available sub-menus. If the selection links to another menu, that sub-menu displays to the right in the main screen. However, if the menu selection links to a program (entry, file maintenance, report or inquiry), nothing is displayed in the main screen.

If you double click on a selection in the navigation panel, two things can happen:

If the selection links to a program, the program opens.

If the selection links to another menu, the menu is displayed in the navigation panel, taking the place of the previous menu. Depending on which selection is highlighted, another menu can appear in the main screen or the screen can remain blank.

Programs and sub-menus can be deleted from the Main menu by highlighting the program or submenu and pressing the Delete key. Those programs and submenus can be restored by right-clicking from the Main program menu and clicking Hidden Menu Items. On the Hidden Menu Items (SMS200) screen, highlight the lines containing the programs you want to restore to the Main menu and click Delete. At the message: Delete this line? Specify Yes and click OK. The program or submenu will be removed from the Hidden menu and returned to the Main menu.

Use the Access prompt to specify a module code or program code to display the module menu dialog box or program. For example, if you specify SME, the System Management End of Period menu dialog is displayed.

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