Operating Instructions User Manual
Contents
1. e SL A MS n e T m Em temDesc2 Geteste Tax Class Desc fo Customer Item Desc 2 Tax Set Desc Customer Bt Dese Catalog Description Extended Description 0O E Figure 1 16 Option IIT Press key F11 Operating Instructions Page 20 Step 2 This is the enter query mode This mode can be cancelled by pressing the F4 button on the keyboard The screen is now set for querying 9 Activities 9 us Fun Q CUSTOMER ITEMS 60 p a3 2 15 Logot Exit C Enter a query press Ctri F11 to execute F4 to cancel Figure 1 17 Operating Instructions Page 21 Type the search criteria 1n the relevant boxes The search can be made using wildcards also Using Wildcards If you are unsure on part of your search details one or more characters can be replaced by the wildcard character which 1s 6 56 matches any number of characters matches a single character All records corresponding to your search criteria will be retrieved and can be browsed as usual You can use more than one wildcard in the same entry Wildcard 1 Will list all the entries ending with T 10001 1231 141 1 8651 11 Will list all the entries where 1 occurs in any position 1123 671768 921 1 3 Will list all the entries where 1 occurs in any position 1001 1002 1003 1004 100123 Will list all the entries which start with 1 and end with2. Roadmap ERP Ver 14 0 USER MANUAL Operating Instructions Part No R14 000PI Roadmap ERP Version 14 0 TABLE OF CONTENTS 1 OPERATING INS PUG TIONS 3 SHORTCUT KEYS AND ICONS 4 Ee 5 WHATISA BUSINESS FUNCTION 09 0 od DU 7 HOW TOOPENA BUSINESS LE MR EEN 8 EE 14 HONTO AE RN 17 PONT OUER E 19 HOW T NAVIGATE THROUGH THE RECORDS E 26 1111 TAE DATA m Rm 34 PUCETE 11 RR 35 CEEA sadness 37 OV TO A E AE 39 FON TOU EP BICI ITO 41 HOWTO VIEW VV OR KEE OW MR O a ao an ee ao 44 HOW TO ran e 45 HOW TO VIEW ACTIVEPIBS EE 46 x j Pico EE 47 Operating Instructions Page 1 Operating Instructions Operating Instructions Page 3 Shortcut Keys and Icons p Z m KA KA KA KA J Or A ho KA Un O gt N me 0 Duae Open the master data Drill down screen if the user has the access Identifies a business O O H a 4 E m Qi v m CX T m m QO eo Business function function in the menu bo tree p 03 Calendar To open a Calendar
3. 1 2 85 2 9 Tax Class Desc fo Customer tem Desc 2 Tax Set Desc Catalog Description Extended Description B Figure 1 20 Option III Press Ctrl F11 Operating Instructions Page 25 How to navigate through the records Click on the navigation icons for navigating through the queried set of data Move to the next record Option EEN Zei de vA EE Customer Items Action Edt Query Record Heb CERS vada Cust tem Default 22 3 fos G geom 2 D s V le Oe Qio oen muove Inn Figure 1 21 Operating Instructions Page 26 Option II Choose from the menu Record Next Action Edit Query Wim Help Ae A B s RS SG oO E Previous m AUTO PRODUCTS amp ENGINEERING 1 PT LTD te Insert Cust tem Default t Se UM Price Basis Catalog Hl and Mos 6 6 32 uns fos Qomos et z e EE m Sen E at EI CNN temDesc2 5 5 206 Customer tem Desc 1 MOTOR ASSY START Tax Class Desc IGEMERAL Customer tem Desc 2 E Tax Set Desc Customer Ext Dezc Catalog Description Extended Description KSPA Executive Mame Figure 1 22 Option IIT Press the down key Move to the previous rec
4. 1 1231 101 11 matches a single character 10015 10025 10035 lt gt 10000 gt 10000 Will list all the entries whose value 1s greater than 10000 10000 Will list all the entries whose value is less than 10000 03 05 2005 Will list all the entries matching with this date Operating Instructions Page 22 I Wild card search CA00 el CFG0211 Customer Items 4ction Edit Query Record Help BBeBsechBOYr vd kp Sr So ON customer oe DI Item Rev Description 1 Won Price Bazis Catalog Cust Item Default Di ti 5 ete JO SEL Ja BELLIS 892 1 6 6 1 909 Tax Class Desc S Customer tem Desc 2 Tax Set Desc OmtmeBRDese Catalog Description fo Extended Description Figure 1 18 Operating Instructions Page 23 Execute Query Option I Click on the E icon The screen is populated with the set of records matching the search criteria EiCFG0211 Customer Item Eoo SOEN d kRSrRG Oz GR EE SE O a EE CRC I ju Figure 1 19 Operating Instructions Page 24 Option II Choose from menu Query Execute Customer Items Action Edit See Record Help 4 amp v amp O039 LIO BE Basis Catalog Cust Item D aL T mS BEE Gem L REL SS ET E DS lt ZH 21 JBL T e Oly ai
5. eege 22 Page 47
6. a Figure 1 13 Operating Instructions Page 17 Option II Choose from the menu Action Save ii CFG0211 Customer Items Siesta Edit Query Record Help Re ER ZWEE Customer C4001 0 auro PRODUCTS amp ENGINEERING 1 PVT LTD Rev Tes a Basis Catalog Cust ttem GER SE BE ree E Bx emer EC E BEC RE Sm BL EIB ES E C 82 CusomeremDese t Tax Class Desc 0 Customer Item Desc 2 Po Tax gees Catalog Description Extended Description CO A Jg Figure 1 14 Option III Press Ctrl S Operating Instructions Page 18 How to Query data Following are the steps to query an existing data Step 1 Enter Query Mode Option I Click on the T icon E Customer Kaf QJ ADITVA AUTO PRODUCTS amp ENGINEERING D PVT LTD Defaut GE EE E 8 85969 v Dass G o screwnasrerpanarasca 85 ajopemowe Diere V Zur mM See 8DIA16 NOS Qi GE MEE a NEM SL E O EZ RE RET RE s 6222222222 Figure 1 15 Operating Instructions Page 19 Option IT Choose from menu Query Enter Action Edit Query 5 Heb EEN V ne ERETT sr SO oO ec QJaorva AUTO PRODUCTS amp ENGINEERING I PVT LTD Description 1 UOM Price Basis Catalog Cust tem Defaut scons A opos P EE Je EE Ets a Ce ZS
7. Customer CA Gij aprrva AUTO PRODUCTS amp ENGINEERING I PT LTD Rev Description 1 Won Price Bazis Catalog Cust Item Default 1 55 6295 51 e Pos A aen V a latzeg D SoREW WASHERFANNOX SC os Denge 1 1 6236 9 V 21 98827 2 EE Seeerei temDesc2 Tax Class Desc FT Customer tem Desc 2 Ir Tax Set Desc QOwtmebkDes PL Catalog Description 0 Extended Description i Ao Jg Figure 1 11 Operating Instructions Page 15 Option III Choose from the menu Record Insert ici CFG0211 Customer Items Action Edit eee Help AB 44 Erst Previous Next ke Last Insert v clear Se D Delete 13 EM O3 A About this Record 14 50 15 14 401416 Item bessen losse 2 8 892 1 Zoe za GI o wormen NW CR NOS MOS NOS 1 RS SS oa c ADITYA AUTO PRODUCTS amp ENGINEERING 0 P T LTD Cust Item GER Price Basis open Order Open Order Open Order Open Order Gel tem Dezc Z CT Customer Item Desc 1 Ir E Customer tem Desc 2 Ir Customer Ext Desc IL Extended Description E Figure 1 12 Step 2 Enter choose the relevant data Refer How to use LOV Step 3 Save the data Operating Instructions Page 16 How to save data Option I Select the save icons RE ee a E JE J RDI LR S z H aog
8. Distribution Purchase Order Messages 0 Notification 0 Approvals 0 0 loo na 060 Q PuRCHASE co IS E toot ea Figure 1 6 Operating Instructions Page 10 Click on Transactions Sales amp Distribution Purchase Order Transactions Figure 1 7 Operating Instructions Page 11 Click on Transactions Sales amp Distribution Purchase Sub contract Order Transactions PO Figure 1 8 Operating Instructions Page 12 Click on Purchase Order Sales amp Distribution Purchase Subcontract Order Transactions PO Purchase Order Welcome RADMN Messages 0 Notification 0 Approvals 9 0 Bus Fun POMI ere feo 9696 Logout Exit Sales 8 Distribution b C3 Transactions sos O Price OPR 5 OSSR 3550 C9RFQPO Conv ORF Fi Purchase Order CS AMD CI Pending Order Acceptance FT Upd PO Ship Details Fi PO Follow up Details Fi Upd PO Transporter update Osco C ORN Figure 1 9 Operating Instructions Page 13 How to add data Step 1 Option I Click on D icon C CFom C HForm E1 Form C E2 Form CE Gr a Ce Up Schid mg Pre Ord Cost STAEG View che incide Tax 1 Figure 1 10 Operating Instructions Page 14 Option IT Navigate to the last record and make an entry after the last record ii CFGOU211 Customer Items Action Edit Query Record Help B amp 4 amp OY 4 b hb amp amp o39c c
9. Supplier EE Gk R K KANNAPPA CHETTIAR Supplier Items Lead Time Unit Item Rev Description 1 Jom rin days Mode Min Cb mi gere Sp eege 8 E wo 1 667 o porsa casare he a sois Wo 11 9 86 aj oRwwcoacserrimwm De aj 709 wor 9 809003 988 04 38 15 88 65 Q 709 gt wm Qasas 96 m os E ERT 01 1 ee RB i CO ERT RL T 8 Ext Desc Ee Process Tolerances PO Purchase Order GC Subcontract WWW Figure 1 34 Step 2 Choose a data from LOV Option I Double click on the required line Option II Place the cursor on the line and click on the OK button The popup window will disappear and the chosen data will appear in the text field Find a value in LOV Step 1 Type the search criteria in the Find text field and click on Find button The wildcard search can also be performed Step 2 When the required data is found choose the value Refer How to choose from LOV Option III Press Ctrl L Operating Instructions Page 40 How to use Calendar In the date fields we have two options to enter a date We can manually type the date or we can use the calendar icon to select a date from the calendar The applications calendar can be used as follows Option Click on the 52 ico
10. The business functions are grouped by nature of use and functionalities For e g Purchase Request business function is identified by unique function id POM1030 and comes under Transactions in Purchase Order Module Operating Instructions Page 7 How to Open a Business Function Option I Type the unique business function id POM1060 in the search box and click on the GO button Window MITSUBA SICAL INDIA LIMITED Welcome RADMIN amp llPOM1050 Purchase Order Messages 0 Motification 0 i NEE Activities 0 BH amp 4t0UY V44 BVvBO20 Bus Fun d PURCHASE ORDER GO 2 Configurations Financial Management pip RS CFom Htoml E1 Form E3tom WF Hist Pre Ord Cal View Actviy Include Tax e Support Doc N za on A e id Lp Plant Maintenance 3 Charges Human ResourcesiPayrol amp Project Management appuusersSys Administration SE Engineering I Rea Estates 2 Work Flow Management 2 Notification Management C Fabrication ar 5 SS os es S L E Br ABD J a wn temetes E 11 eee Figure 1 4 Operating Instructions Page 8 Option II Navigate through the tree as follows Click on the Sales amp Distribution node in the tree Gales amp Distribution Figure 1 5 Operating Instructions Page 9 Click on Purchase Order Sales amp
11. Biere eee 16 95 19 6 6 7 ee lees SR E E RUE SS SII L1 SU 1 GE EC ai PL A E PL JmMlI Jd INRS E amp L RHL EE B B BE SE dh Item Dezc 2 EI 5 206 Customer tem Desc 1 MMOTORASSY START Tax Class Desc GENERAL Customer Item Desc 2 fC Tax Set Desc Customer Ext Desc B Catalog Description Extended Description kss A Executive Mame Figure 1 32 Operating Instructions Page 38 How to use LOV Choose value from LOV Step 1 Option Click on the Pi icon long Purchase Action Edit Query Record Help PERE URSS ERD SRE Q Buyer Simaa Them Percentage Quotation Attribute Gate Ma Supplier Rating Supplier x ape ac city Admin Supplier Supplier perna LR K KANNAPPA CHETTIAR Supplier Items Lead Time MOS oP S mo ajsjrscm o Poraz canner re js aj 2 21 ehecoscsensmms Sie fa ore 829003 aj 0868543 0 199 88 he aj zs See EE sam D aas Din aj eis G t ir 11 jio zd s 1 aer A SPI Rt Figure 1 33 eer LE 2 Option III Choose from menu Query LOV A popup window will appear with the list of values Operating Instructions Page 39 FGO180 Purcha is rem Pert Oe L 111215 ation Attrib Gate dr Wo Supp de sr De ating Supplie a CC apac city Admin Supplier
12. T Choose from the menu Record Last Operating Instructions Page 32 ii CFGO211 Customer Items Action Edit SC Eia Help OM Je m EN Ro amp s b BCE OS Previous Mest ADIT AUTO PRODUCTS amp ENGINEERING TD PST LTO te Insert Cust tem Default Ys Clear LIOM Price Basis Catalog perem en EE M z ZEE pi zez y GE gi tt E E e Zr aL A hf Jj c N E EE EE Hl BOL TI RU 7 JEg o 2 2 Item Desc 3 EI 5 206 Customer tem Desc 1 Tax Class Desc GENERAL Customer Item Desc 2 Tax Set Desc Customer Ext Desc Catalog Description Extended Description Executive Mame Figure 1 28 Operating Instructions Page 33 Modify the data Step 1 Query the data to be modified Refer How to query Step 2 Make the required changes Step 3 Save the record Operating Instructions Page 34 Delete the data Following are the steps for deleting a data Step 1 Query the data to be deleted Refer How to query Step 2 The record can be deleted using one of the following options Option I Click on the icon Catalog Cust ttem Default EE EE ae 2 00130 309 02 o SCREW WASHER PANM3X85C 4 NOS Q loper Eh 8927 Jo o COLLET ER25 D1A12801A14 8DIA16 NOS GjOpenorder A 0 ober e 2116562656 A gene je dome EE BR SE 2 Figure 1 29 Option IT Choose f
13. e start date of the employee 1 Click on the calendar icon A calendar will open Click on the desired date Click on the OK button The date will appear in the text field pg eae lp Employee Setup Action Edit Query Record Help RS A SOTA d kb Sr SO oO a Personal Information Employee First Mame Middle Name Last Marne Gender Date Of Birth Marital Status Date OF Marriage ea Roadmap Calendar lt lt November 2013 GE EK J z Employment Accounts 2 PF ES jE EI ddress 888 88 88 888888 Contract Details Date From s lt T Gm T MP Contract Period e TT Status Subcontractor gt s m S ch Probation Details Start Date End Date 24 Training Period Details Date From Date To Annual Increment Details Incr Fin Date Next Incr Due Date azza Je Annual Merit Incr Cal Date Status Notice Period Days Prev Exp Year Manths Recru Appl Mo Retirement age Date Emp Id Card Mo Figure 1 37 Operating Instructions Page 43 How to view Workflow ii uFMTDTO Doc A Approval Action Edit Query Record Help SERGE AE Document Type Document Briet Value wid Vial B A o NH 0 0 Ce 1 1 L x CO Cx X OQ RO QU E 1 E EE LE EE EE E fi E GC C LC Forwarded From For
14. five Activities can be done using this screen Task Appointment Fax Phone Email Letter ogpocp These Activities can be activated using the Activate button Follow up can be done for the Open Activities and it can be closed by proving the proper Close reason Operating Instructions Page 46 HEEN re rei rett ie ege 44 SDPHCAMON cack R T business function c enean nane 7 Business function eee nnne 4 BEE E 4 41 ec EE 4 Close Screen eene 4 ld PT 4 er O 4 Delete EDE 4 IR et Re e 4 Enter Query 4 9999 464494 4 Execute ENNER ENK ENER 5995999959 ERR nana 4 First Reeord mmm 4 712119 qe 4 NK EE 4 Ea A A E E 4 ao lh CCOLG EE 4 Operating Instructions v ene 6 IB rs A D 4 MICSSAGCS TR 45 46 DIVISIO e EEN EEN EE 26 Next Record eee esee nnm 4 HOLOS xexkxzaxkusktEkkKRiERRRSEERRERRREREREREREEATERES 6 passo ee 5 PaO A 4 Previous Record een nnn 4 la np EE 4 EE eege 19 LR E EE e 4 MOLL EE 4 tYANSACTIONS 4 nennen 7 1 o PUPPI UEM KL DEIN EMILE 6 Meespelt Kuss gg eegene
15. n next to the date field A calendar will appear Click on the required date 1 Items Enternrise Action Edit Query Record Help B amp s4k amp bD0Y ve 3 4b b b amp v amp o9 J Item Item Desc 1 1 Desc 1 2 Ext Desc E raRnadmap Calendar Quote Desc mE i 155118 November 2013 gt gt Reg Date ka Status RER Entry B DOE wem DE WP Unik Stock Sp a Marke goo aS 22 UOM Drawing Na S EE 24 28 27 28 Item Nature Stocked soB C Variant Group C Variant Warranty Returnable k Freezable Flammable Expiry Hazardous Market Standard Critical Figure 1 35 Option II Choose from the menu Help Calendar Operating Instructions Page 41 ii CFGO2UD ItemstEnterprise Action Edit Query Record Bez BA EDIT Qu PRYXBOOS Item Help 78 Keys E Display Error Item Desc 1l 1 Desc l z Ext Desc Quote Desc mm ro Image percent eoe ee J eof Comb Deactivate amp ctivate Obsolete Histary History wr Hist Print Load clear View Details Mature Item Nature Stocked w Saleable Purchase with material Freezable 508 Flammable Expiry Hazardous variant Group Variant WI W arranby Returnable Market Standard Critical Figure 1 36 Operating Instructions Page 42 For example to enter th
16. ord Option l Click on the icon Operating Instructions Page 27 e dca BE Customer AL uU Action Edt Query Record Heb a amp mo orve p svgoo Customer CA001 GjADITYA AUTO PRODUCTS ENGINEERING 1 PVT LTD LICTTUPECE LICET MMNM INOS Gj openorder gs 00130 306 02 Q SE E Zur E SE 28DIA14 504516 Figure 1 23 Operating Instructions Page 28 Option IT Choose from the menu Record Previous ii CFGO211 Customer Items Action Edit Query Bst Help Be b 5 SS oO O 3 Previous Mex Last te Insert Won Price Basis Catalog Cust Item Default tem gt Clear 1156566295 Mos Lenze sem 21 6 66 2 pos leng bosseg Ster uenenum Eege jose iem ejemeaem pemneerur Je lee roman LaL SL BL ADIT A AUTO PRODUCTS amp ENGINEERING PST LTE Get Item 5 Sh 5 206 Customer Item Desc 1 Tax Class Desc IGEMERAL Customer Item Desc 2 Tax Set Desc Customer Et Dese L Catalog Description Extended Description 5 Executive Mame Figure 1 24 Option III Press the up key Operating Instructions Page 29 Move to the first record Option l Click on the icon Vio Ze 12 E Customer Items Aion Edt Query Record Heb RSA Bb OT 4 amp amp o9 Cust tem Default arasonar GI f
17. rase sum rA ies f RS EE ei a 001 SCREW WASHERPANM3X8SCA NOS Somoe 7 amp o0130 309 02 em RS amp DIA16 d Open Order Figure 1 25 Option IT Choose from the menu Record First Operating Instructions Page 30 el CFG0211 Customer Items 4ction Edit Query sz Help Ra S WER 5650 gt e Previous Mex Last te Insert LOM Price Basis Catalog Cust tem Detautt Item gt Clear Ms stereo Mos Lenze ses gt 00130 306 02 NOS Ze 225239 cos 228 30 22 223 BESSE 68655 S E E AUTO PRODUCTS amp ENGINEERING PST LTE tem Desc 2 Customer tem Desc 1 MOTOR ASSY START Tax Class Desc Customer tem Desc 2 0 Tax Set Desc Customer Ext Desc Catalog Description Executive Mame Figure 1 26 Operating Instructions Page 31 Move to the last record Option I Click on the ke icon Die FG0 11 Customer items Action Edt Query Record Help BB hOYVA Bv bog Customer CA001 QJ ADITYA AUTO PRODUCTS amp ENGINEERING PVT LTD Price Basis Cust tem nium Ql operas Lx rm fuos QJlopen Order wm lass ap Cp 9 20 95 2 0 SCREWWASHER PAN M3X8 5C 4 fos 1 927 0 couer 6 25 6441250 14 amp DIA16 nos Q G open c el Figure 1 27 Option I
18. rom the menu Record Delete Operating Instructions Page 35 CFG U211 Customer Items Action Edit Query 54 18 Help m BB amp El wv P RSE oa Previous j Next Last S DITY AUTO PRODUCTS amp ENGINEERING H PWT LTD Item Price Basis Catalog Cust Item 151595 00203 6 1 sxesca 65 losen gue GI E eem i 5 752222 23 cc xc oc E GE 1 00 a DI PL DC e ET J S BL Delete __Copy Tax Class Desc Customer tem Desc 2 ee Tax Set Desc Customer Ext Desc 4 9 Catalog Description Extended Description ken A Executive Mame Figure 1 30 Option III Press Ctrl Up Operating Instructions Page 36 Clear This 1s used to clear the record of current block It 1s used to clear all the text fields at a time Also used to cancel the enter query mode in the form Option Click on the clear 1con SCREW WASHER PANMDG SCA pos s el ee amp DIA16 cr on Orde J LZ Figure 1 31 Operating Instructions Page 37 Option IT Choose from the menu Record Clear el CFG0211 Customer Items 4ction Edit Query 12 88 Help Be A B s RS SS oa Previous Next Last ADITYA AUTO PRODUCTS amp ENGINEERING T PIT LTD e Item UO Price Basis Catalog Cust tem Default EE c M e Sem 1 Queen
19. values Operating Instructions Page4 bo Oe Oc H bo bo How to Login Step 1 Launch the Internet browser and enter the Roadmap ERP URL Roadmap Integrate Inno X gt QC DO 192 168 0 254 forms frmservlet config msilul Figure 1 1 The login screen will appear Login Screen User Password Login Exit Figure 1 2 Steps Y Enter the user id Y Enter the password v Click on Login to get logged into the application v Click on the Exit button to exit Operating Instructions Page 5 On successful login Roadmap ERP will get open followed by a menu tree with all application titles pem e wm EE rg See E es ot f Am e to 3 X E DA 1 4 d y d ad ao p ep Km Window MITSUBA SICAL INDIA LIMITED ssages 0 Notification 0 Approvals 968 Activities 0 Figure 1 3 The tree 1s explained in the following section 1 Expand one level of the tree 2 Expand all the nodes of the tree Operating Instructions Page 6 Collapse one level of the tree Collapse all the nodes of the tree Refreshes the tree Logout from the application Exit the application Approvals Messages ie Qe d Se What 15 a Business Function A business function 1s an interface used to e Define master data e Carry out day to day transactions e Query e Run areport Each business function in Roadmap is identified by a unique business function id and description
20. ward Return Ta Message ennen EEUU exception Find Priority High C Medium Low Figure 1 38 All the workflow activities can be done through this screen Operating Instructions Page 44 How to view messages amp i cFGO500 Internal Messages Action Edit TY Record Help S DT A 4 kb Ss SO O 9 m Se EE 5062052788 omg J WORKFLOW DOCUMENTS APPROVED 0 99 WORKFLOW DOCUMENTS APPROVED 506 2 80 222 8 omg J WORKFLOW DOCUMENTS APPROVED A N e i Unread REGARDING MAINTENANCE WORK ORDER 1 1 El O Figure 1 39 All the messages can be viewed from this screen Internal Messages will be sent for approval of Workflow documents The Inbox contains following columns a Sent Date b Sender c Subject Read Msg button will give the full details of the message The Messages can be archived using the Archive button Operating Instructions Page 45 How to view Activities fal A AMD480 Open Activities Action Edit Query Record Help BeecBOYTvdd Prev So oO Subject Follow Up Notes Close Cancel Address Details Responsibility Oddress Details will be available Far the Following types Supplier Customer Employee and Accounts Figure 1 40 All the Activities can be viewed from this screen The following
Download Pdf Manuals
Related Search