Page.The Integra eSeries is a set of financial applications which can be deployed across the web to support full e-business integration. The application facilitates on-line business-to-business transactions, reduces paper flow and allows you to enter details such as expense claims, requisitions and so on from remote locations.
Note The way data is entered on the web differs considerably from data entry processes on conventional windows systems. See Entering Data for a full account.
The various eSeries pages, including the eSeries Home Page, as well as the eSeries menus can be tailored to suit individual requirements. Systems Administrator use the Module Maintenance option to control the extent to which page design can be modified by eSeries end users. See End User Page Design for related end-user help.
You can connect to Integra using the URL provided by your Systems Administrator. You can save this URL in your Browser's Favorites folder for future use. Once you are connected, logging on is a simple process involving the entry of a username and password; only the password is case sensitive. A Change Password link will allow you to reset the password if required.
Parameter Settings allow your Systems Administrator to configure Integra's security system to control access. Integra may be configured in such a way that your login username and password gives you access to a predetermined set of program options without further restriction. It can also be configured however to require additional passwords for access to the various Integra modules and programs.
Once you have successfully logged on, you will be brought to the eSeries
Home Page.
Tip You can add frequently used programs easily to the Favourites menus - see Adding/Managing Favourites.
The home page contains usually contains a series of user and system messages. These may be messages sent by your Systems Administrator alerting you to issues which arise from time to time in the Integra environment or they may be messages generated by your work colleagues as part of the workflow routines.
Messages grouped under the heading Outstanding Tasks relate to tasks which the system has nominated you to perform and the tasks vary with the username specified at logon. You can click on a task to open the program which will allow that task to be performed. These tasks may consist for example of...
Requisitions Requiring Intervention
Purchase Orders Requiring Intervention
Requisitions Requiring Buyer Authorisation
Stock Requests Requiring Buyer Intervention
Stock Requests Requiring Authorisation
Expense Claims Requiring Authorisation
At the top of the messages screen, you will see a series of command menus...
Environments lets you connect to any other environments that may be available to you.
Menus will allow you to run the various Integra program options subject to any security restrictions applicable.
Favourites allows you to choose from a list of favourite options and to manage your favourites list.
Tools will give you access, again subject to security settings, to the Integra tools.
Help opens the helpfile you are currently reading and gives access to useful links relating to your work in Integra.
Logout is used to log out of Integra.
The Modular Pagemaker programs may have been used to make a Solutions Explorer module available to you. If so, programs can be accessed by selecting the relevant solution. This will bring you to a page which arranges the programs for easy access along with any modules appropriate to the solution selected.