Basic System Features

<< Click to Display Table of Contents >>

Navigation:  Introduction >

Basic System Features

Main Menu

After logging in you will be able to view the following screen.  If your dashboard has not been set up, it will be displayed as below:

 

The DeltaERP logo button will open a side menu with various options:

 

Dashboard: Returns to the main dashboard view.

My Settings: Opens the My Settings menu where various user specific settings used throughout the system.

 

My Reports: This will display all default reports set up using screen defaults functionality.

 

Change your password: Allows you to change your DeltaERP login password.

 

Change your pin:  This allows you to change your DeltaERP pin code used throughout various approval processes.  You will first be required to validate your current pin before being allowed to change it.

 

A new pin will be sent via email.

 

Help: Will open the help documentation where you can find out more about the web-applications and how they work.  You will also have search functionality in the help to look for specific phrases or functions.

 

About: This option displays the information relating to DeltaERP:

 

Logout: Allows you to log out from DeltaERP.

 

The bottom of the screen displays the company code and the current financial period:

 

The Company button allows you to switch between companies if you have multiple companies.

 

You can open web-applications using the menu buttons on the side of the screen.

 

Alternatively, you can use the search function to search for the application you would like to use:

 

Dashboard Setup

To set up your dashboard, use the button at the top right of the dashboard.  You will view the following:

 

Complete the selection criteria as required and click on the button.