Inform is an intuitive, menu-driven enterprise resource planning system. For overall consistency and ease of navigation, many functions possess similar attributes with regard to display and data analysis.
The active Branch is displayed on the left side of the screen.
The active Branch, User, Access Level, Station ID and Inform Version are displayed at the bottom left of the screen.
These icons, located at the far right side of the menu, allow the user to do the following:
- Print the active screen
- Change Company (for organizations with multiple databases)
- Change Branch (for databases with multiple branches)
- Change Active User
All functions are accessible from a menu running along the top of the screen.
Many common functions are also available with an icon selected from a ribbon running along the top of the home screen.
For example, the G/L Inquiry function is available in a menu sequence or a ribbon icon.
Many functions use a combination of mouse movements and keystrokes.
To advance to the next field, use the Tab key. The active field is highlighted.
The presence of an icon indicates a required field.
Use the Windows function to move between active windows.
Click the Inform icon on the top left of a function window to view a list of options for resolution, theme and screen capture.
Inform can search by text or numerals by entering into the search box. Clicking the search icon will present a full list of results which can be filtered by entering text.
The examples below demonstrate searching in the Accounting > General Ledger > G/L Account function.
Many system inquiries allow the creation of “on-the-fly” reports with the Report button.
Available fields from the left may be dragged to the right to create an exportable report.
The example below shows a simple report created from fields available in Accounting > General Ledger > G/L Account function.
The presence of a filter icon indicates that content may be sorted and filtered.
Each field may be sorted by clicking its header once for ascending and again for descending.
Data within a field may be filtered by clicking the qualifier icon on the left of each field. To reset the screen click the clear criteria icon to the right of each field. Qualifiers depend on whether the field is numeric or character based.
The example below shows filtering for items containing the letters “CD.”
Content may be exported to Excel by right-clicking within the data grid and choosing Export to Excel.
This screen shows data filtered for Type “CD”.
The command to export any system content is directed to the user’s Windows environment.