Agresso Unit 4 Business World File Options & User Setup

Agresso

Unit 4 Business World

File Options & User Setup

Author – SJ Price - June 2018

Contents

M7 Agresso File Options, User Set-Up and Screen Navigation ...... 3 More About the Menu pane...... 5 Are some screens too prominent on the desktop? ...... 8 Remember client menu items ...... 8 Have some screens disappeared from your desktop? ...... 9 How to restore free-floating panes ...... 10 Store icons and dock screens around the workspace ...... 11

M7 Agresso File Options, User Set-Up and Screen Navigation

The Agresso Smart Client working environment is fully user configurable. This allows each User to:

 Set the general appearance of ABW by choosing a theme and a menu style.  Set which panes appear, for example Reports, Search, Alerts, Tools, Task list, etc. etc.  Resize menus and panes as required by dragging the menu or pane border.  Move and dock menus and panes within the ABW working environment.

Once set, Agresso can remember your display settings the next time you login, unless you tick the Reset display options box.

Double-clicking the shortcut icon will launch the Unit 4 Business World login screen:-

Domain is ITSYORK Then Click Login

Hint: Use the Tab key to move between fields

If you forget your IT password, please visit the York Identity Manager at My IT Account online to manage your password and follow the instructions to reset this yourself, or use the IT Services Helpdesk.

If you don’t already have an Agresso account, create a request via the online Authorised Systems Registration System at https://www.york.ac.uk/univ/mis/cfm/authreg/start.cfm

On first log-in we recommend Users Maximise the Agresso window then organise their Agresso workspace via the main menu: File | Options…

Agresso screen windows can be Normal or Maximised We recommend using the Office theme and Module-based Menu style

For Show tool menu items and Show link items, choose Local toolbar

Incoming Invoice and Purchase Order Approvers should keep the Task list pane & Show desktop alerts switched on Select a colour to highlight active and Select a Font, Font approval fields Style and Size which suits your screen resolution, then click OK to apply.

From the File Menu choose Options… then, tick the Show Task List Pane & Show desktop alert also, select Local toolbar from the Show tool menu items and Show link items from the dropdown lists.

Nb. Incoming Invoice approvers and Purchase Order Requisitioners and Approvers should keep the Task list pane & Show desktop alerts switched ON.

Useful on some screens: tick Field highlight and click on the dots … to open the colour palette, choose a bright colour to highlight the active and approval fields on relevant screens.

Each user can select an appropriate Font, Font Style and Size in Agresso to suit their screen resolution.

More About the Menu pane If some modules or menu items are not shown on the Menu panel, on the example below, you can add them:

Click the chevrons to configure your menu to Show more, or Add or Remove modules

 Click on the chevrons to Configure the menu pane…  then click on Show, Add or Remove Buttons… and choose the modules you require

Click the arrow to list your available buttons

 or drag the menu division bar upwards as in the next screenshot:

Drag this bar up to display more of the modules you have selected.

To keep the menu pane open, click on the Autohide pin Clicking on the Autohide pin again closes the menu pane.

The Menu pane consists of a number of sections or modules (for example, Agresso Common, Financials, Project Management) and a Menu Items area which shows the detailed menu tree for the selected module displayed in the Menu Items pane above. With the Menu pane set to module-based, the Active Client drop-down lists the companies to which you have access.

Show MDI tab strip From File | Options… on setup options, selecting Show MDI tab strip creates a tab strip showing a tab for each open window allowing you to easily see which windows are currently open and to switch between them, as shown below:-

Show report pane Shows the Reports pane, this contains a list of both Global and Private user-defined reports.

Are some screens too prominent on the desktop?

You may find the Alerts pane (or the Tasks pane, or the Reports pane) obscures much of the Agresso workspace, as shown on the screenshot below:

To improve this, use the mouse to grab the top edge of the pane and drag it down to the foot of the desktop; it can then be pinned open or it can be left unpinned. When unpinned, hovering the mouse on the minimised tab opens it to display the relevant information. Moving the mouse away and the tab closes. Click the minimised tab to keep the information open on the desktop. Also resizing the default column widths displays more of the information you wish to see, as shown above. Information can also be logically sorted by clicking on the column heading.

Remember client menu items

Agresso can now remember menu items, allows up to 9 recent screens to be listed to the File menu Switch this on using the File | Options menu screen

Up to 9 recent screens can be listed

Tick to Remember menu items

Have some screens disappeared from your desktop?

If you have problems locating menus or some items seem to have disappeared – you may have double- clicked or dragged on the menu bar which causes these items to appear as free-floating panes. They may also be hiding behind other open panes or even behind other program windows on your desktop.

These free-floating panels can also appear outside the main Agresso screen on your desktop if your Agresso workspace window is not maximised. See the following examples:

Free-floating ordered reports pane

Free-floating menu pane

In the next example, the menu panel has been dragged outside an unMaximised Agresso workspace:-

Agresso main workspace was not Maximised

How to restore free-floating panes

 double-click on the menu bar of a free-floating panel to change it to a docked pane

Docked screen Double-clicking now has the auto- on the menu bar hide pin icon docks the pane at the side of the screen

 the docked pane can be temporarily closed by clicking on the pin or auto-hide icon as shown on the close-up shot below:-

The menu pane is now shown as an icon on the left; it is still available, but no longer in your way:-

Menu pane icon

 Repeat the above steps for any other free-floating panels, so that your workspace area is clear

Reports pane docked

Cleared workspace area

Store icons and dock screens around the workspace

It is also possible to dock some panes in different positions around the edge of your Agresso screen by clicking and dragging the pane…

…for example, the Menu/Reports/Search pane is an icon on the left in the above screenshot. If you prefer to move this pane to the right-hand side of your Agresso screen…

 Click on any of the Menu/Reports/Search icons to open the pane  Click on the auto-hide pin so that the pane is pinned open

Pane is then pinned open

Menu/Reports/ Search icon clicked to open this pane

Then drag the pane over the right-hand arrow in the centre of your screen, then release the mouse button. This docks the pane at the right- hand side of your screen.

 Click and hold the menu bar to drag the pane with your mouse, over the right-hand arrow in the centre your Agresso workspace, then release – the pane will dock at the right-hand side of your Agresso screen thus:

Pane now docked at right-hand side of Agresso workspace

 It can then be temporarily moved out of your way, as before, by clicking on the auto-hide pin

Auto-hide pin clicked to close pane, appears as an icon on the right

If you wish, repeat the above steps for the Ordered Reports/Tasks/Alerts pane to organise your workspace.