ERP Integrator User Interface Elements

The following elements are common on ERP Integrator pages.

Table 1. Elements Common on ERP Integrator Pages

ButtonDescription
View button.Customize your view. Options include:
  • Columns—You can choose “Show All” to display all columns or choose individual columns to display.

  • Detach—Use to detach the column grid. When you detach the grid, the columns display in their own window. To return to the default view, select View, and then click Attach or click the Close button.

  • Reorder Columns—Use to change the order of the columns that display. You can select a column and then use the buttons on the right to change the column order.

Detach button.

Use to detach the column grid. When you detach the grid, the columns display in their own window. To return to the default view, select View, and then click Attach or click the Close button.

Refresh button.Refreshes the data. For example if you submit a rule, you can refresh to see if the status changes from Running to Complete.

Note:

The Refresh button does not display on the ERP Integrator setup screens.

Query by Example button.Use to toggle the filter row. You can use the filter row to enter text to filter the rows that display for a specific column.

You can enter text to filter on, if available, for a specific column, and then press [Enter]. For example, on the Process Details page, to view only processes that failed, you can enter “FAILED” in the Status text box.

The Query by Example button displays on the following ERP Integrator setup screens: Target Application, Source Accounting Entities, Import Format, Location, and Process Details.

To clear a filter, remove the text to filter by in the text box, then press [Enter].

All text you enter is case sensitive.

Search button.Use to select an artifact on a page, such as a target application, member, or general ledger responsibility. When you click the Search button, the Search and Select dialog box is displayed. In some cases you have advanced search options that enable you to enter additional search conditions. See Advanced Search Options.