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IFS FUNDAMENTALS
IFS LOOK AND FEEL
IFS ASSOCIATE COURSE – IFS APPLICATIONS™ 10

IFS ACADEMY

2
WELCOME
● Timings

● Safety

● Ground rules

● Objectives

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TIMINGS
Lesson Topic Time
1. Introduction to IFS 09:00
2. General User Interface 09:15
3. How to Navigate 09:50
4. Search 10:10
5. Present Data 10.30
Break 10:40

4
TIMINGS
Lesson Topic Time
6. Templates and Drafts 10:55
7. My Start Page 11.10
8. IFS Lobby 11:15
9. IFS Streams 11:30
10. Collaboration 11:40
11. Online Documentation 11:55
12. Other features 12:10
Wrap-Up 12:30

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SAFETY AND GROUND RULES
● Fire Alarm – process – exits – muster

● Phones off or on silent

● Be social, switch of Social Media

● Respect

● Access

6
 ABOUT THE COURSE

THIS IS THE FIRST COURSE THAT SHOULD BE TAKEN TOWARDS

GAINING THE IFS CERTIFIED ASSOCIATE ACCREDITATION.

IT ENABLES STUDENTS TO COVER AND PREPARE ALL OF THE

EXAMINATION TOPICS FOR THE ‘IFS LOOK AND FEEL’ PART OF
THE IFS FUNDAMENTALS EXAM.
LOOK AND FEEL
COURSE OBJECTIVES
● At the end of this course, you should be able to:
● Explain the IFS component-based architecture
● Demonstrate knowledge of the IFS Applications windows and web
clients, including navigation, menus, tools, options, updating and
extracting data
● Configure Screens and Portals
● Use Online Help and Documentation
● Point out the strengths of IFS Applications interface

8
HANDOUTS
1. INTRODUCTION TO IFS

10
INTRODUCTION TO IFS
LESSON OBJECTIVES
By the end of this lesson, students should:
● have some insight in fact and figures about the company IFS.
● know about the modular structure of IFS Applications.

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THIS IS IFS
TODAY!

+3,500 +10,000 +1,000,000 +300

LINKÖPING
LONDON
(HQ)

CHICAGO COLOMBO
3.6
BILLION
(US$ 426M)

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INTRODUCTION TO IFS
COMPONENT BASED APPLICATION
● Components provide flexibility, efficiency, and quality
● Fewer standardized parts (i.e. components) can be combined to “IFS believes in the business
make specific solutions for different industries value of components in all
● Many components are shared: improved quality and reliability stages of the enterprise
Application lifecycle “
● Components are easier to integrate with other systems
● Components facilitate efficient offshore development
● Easier upgrade

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IFS APPLICATIONS 10
MAPPING
™ SALES & SERVICE
OPERATIONS QUOTATION
PLANNING MANAGEMENT
OVERALL
CONSOLIDATIO EMPLOYEE
MANAGER
& MATERIAL &
RESOURCE
SERVICE
CONTRACT EQUIPMENT
N SELF-SERVICE PLANNING MANAGEMENT EFFECTIVENES
S
BUSINESS TIME & VISUAL DEMAND WHAT-IF B2B
PLANNING ATTENDANCE PLANNING & FORECASTING SCENARIO
SCHEDULING EXPLORER CONTRACTING

EXPENSE PROJECT CONFIGURE & SUPPLY CHAIN DYNAMIC COMPLEX

CASH FLOW MANAGEMENT REPORTING MAKE TO PLANNING SCHEDULING API & ACCESS
ORDER MRO
PAYROLL PROJECT INVENTORY FIELDVEHICLE CONFIGURATI
PROJECT RISK
ADMINISTRATI DELIVERABLE MANAGEMENT COMPONENT REPLENISHME SERVICE & ON &
INFORMATION EXTENSIBILIT
FINANCE ON S REPAIR NT MOBILE
MANAGEMENT Y
PROJECT PROJECT- PREVENTIVE
eINVOICE HEALTH & COMMISSIONIBUDGETING & BASED CALL & CASE
SALES ORDER MANAGEMENT MAINTENANC B2B
SAFETY NG FORECASTING MANUFACTURI E
QUALIFICATIO NG
ACCOUNTS NS & COMPATIBLE PLANNING & DISCRETE SRM & PRODUCT MAINTENANC
EMPLOYEE UNITS SCHEDULING MANUFACTURI PROCUREMEN ESTIMATE LOBBY
PAYABLE DEVELOPMEN NG T MANAGEMENT E PLANNING
T BATCH
ACCOUNTS TRAINING ASSET PROJECT PROCESS SHIPMENT SALES MOBILE
RECEIVABLE MANAGEMENT DESIGN MANAGEMENT MANUFACTURI MANAGEMENT CONFIGURATO
R
WORK ORDER SOLUTIONS
NG
ENGINEERING SUB- REPETITIVE RENTAL LINEAR DATA
FIXED ASSETS RECRUITMENT CHANGE CONTRACT MANUFACTURI MANAGEMENT WEB STORE ASSETS MANAGEMENT
MANAGEMENT MANAGEMENT NG
EMPLOYEE & PDM SALES
GENERAL ORGANIZATIO CONFIGURATI CONTRACT SHOP FLOOR WAREHOUSE CRM STREAMS
LEDGER N REPORTING MANAGEMENT EQUIPMENT
MANAGEMENT ON MANAGEMENT
IFS
HUMAN IFS
CAPITAL IFS IFS IFS IFS IFS
IFS IFS
FINANCIALS™ MANAGEMENT ENGINEERING PROJECTS ™ MANUFACTURI SUPPLY SALES & MAINTENANC BUSINESS
™
™
NG™ CHAIN™ SERVICE™ E™ ENABLERS™

SUSTAINABILI ENTERPRISE
ACCOUNTING TY LIFECYCLE DOCUMENT REPORTING & OPERATIONAL QUALITY PROCESS IoT BUSINESS
RULES
MANAGEMENT MANAGEMENT MANAGEMENT
ANALYSIS INTELLIGENCE MANAGEMENT MODELS CONNECTOR

IFS FOUNDATION1™— LAYERED APPLICATION ARCHITECTURE AND TECHNOLOGY

INTRODUCTION TO IFS
FINANCIAL COMPONENTS
Our Financial Components give you a comprehensive view of your
business from a variety of perspectives:
● The appropriate financial transactions in detail.
● Enhance control of the organization and support regulatory needs
around the world.

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INTRODUCTION TO IFS
HUMAN RESOURCES COMPONENTS
Our Human Resources Components save time and money by helping you
manage your company’s most valuable resources cost-effectively.
● These components provide fast, accurate analysis, meeting all your
company’s key needs for personnel development
● They provide essential processes for Workforce Management and
successful strategic Human Capital Management

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INTRODUCTION TO IFS
ENGINEERING COMPONENTS
Our Engineering Components make it easier to specify and configure
design elements, products, assemblies and facilities.
● The components ensure quality by streamlining the administration of
all related documentation, including Revisions.
● Everyone in the organization gets the information they need,
providing continuously updated data for technical, administrative, and
financial decisions.
● Integration between Purchasing, Engineering, and Manufacturing
processes enables a true cross-company picture.

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INTRODUCTION TO IFS
PROJECTS COMPONENTS
Our project components, together with the other IFS components,
provide a completely integrated set of tools to manage the complete
project lifecycle.
● Fully integrated with other IFS components such as Financials,
Procurement, Inventory, Customer Orders, Manufacturing,
Engineering, Human Resources, Document Management, and Asset
& Service Management

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INTRODUCTION TO IFS
MANUFACTURING COMPONENTS
Our manufacturing components combine a simple, highly automated
flow for taking care of repetitive tasks with advanced management-by-
exception functionality to trap and action exceptions
● Multifaceted solution supports planning, execution, control, and
analysis in many types of manufacturing, in all phases of the
manufacturing process, and for all your employees
● Supports leans principles as well as mixed-mode manufacturing,
where different types of processing coexist in the same
manufacturing environment system.

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INTRODUCTION TO IFS
SUPPLY CHAIN COMPONENTS
Our Supply Chain Components, together with manufacturing, form
the basis of your Supply Chain Management solution.
● These components offer the simplicity you need to better visualize
product flows and use the system efficiently, and you can easily
adapt to different distribution models and working methods.
● They give you the agility you need to grow and support change
throughout your enterprise and let you take advantage of real-time
communication throughout the Order-to-Delivery chain.

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INTRODUCTION TO IFS
SALES AND SERVICE COMPONENTS
Our Sales and Service Components provide business processes vital
to Customer Relationship Management (CRM).
● They manage the Customer interaction chain from the Sales
Lead, through the Sales Cycle, to the ongoing Support and
Service of the Customer.
● Our Sales and Service Concept allows a business to focus on
where it adds value to the Customer through product, service, and
support.

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INTRODUCTION TO IFS
MAINTENANCE COMPONENTS
Our Maintenance Components are part of a complete Enterprise
Asset Management (EAM) system that enables you to anticipate and
adapt to the rapidly changing demands of the world around you.
● Easy to work with and access, the solution contains the
comprehensiveness and depth of functionality that you need for
day-to-day maintenance requirements as well as continuous
development and improvement

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INTRODUCTION TO IFS
BUSINESS ENABLER COMPONENTS
Our Business Enabler Components let you create and enhance
relationships, taking advantage of the latest web-based technologies.
● You can give Employees, Customers, Suppliers, and other
partners personalized, accurate, real-time information through
easy-to-use role-based portals and built-for-purpose mobile
solutions.
● IFS Business Enabler Components also provide integration with
internal and external systems through web services while
ensuring security, performance and scalability

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2. GENERAL USER INTERFACE

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GENERAL USER INTERFACE
LESSON OBJECTIVES
By the end of this lesson, students should:
● Know how to start and log into IFS Applications
● Know the Work Area and its panes and the functions they contain
● Know the available Screen Types and their purpose
● Know the Page Action Bar buttons and be able to create a new
Record by using them.
● Know that Shortcut Keys are available

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2.1 START UP IFS APPLICATIONS

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START UP IFS APPLICATIONS
Step 1: Click on the IFS link (it may look
different and could also be present as a
desktop icon).

Step 2: Enter your User name and

password, select language and click ‘OK’
You are now logged into IFS.

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ACCESS?
2.2 WORK AREA

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WORK AREA
GENERAL
● Work Area consists of several Panes surrounding the
currently active page.
● Panes contain functions for navigation and other
functions to control the Application.
● To enlarge the area that displays the currently active
screen, panes can be hidden temporarily.

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WORK AREA
WORK AREA PANES Top Pane

Page Area

Navigator Pane

Context Pane

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WORK AREA Search Bar
WORK AREA PANES
Navigator

Explorer Toolbar User &

Options

Shortcuts

Streams

Context Panels
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WORK AREA
APPLICATION OPTIONS

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WORK AREA
APPLICATION OPTIONS

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SHORTCUT KEYS
A DYNAMIC SHORTCUT LIST

USE
CTRL+F1 TO
OPEN THE
DYNAMIC
SHORTCUT
KEYS MAP

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SHORTCUT KEYS
OVERVIEW
Shortcut key What does it do?
F1 Online Help
F2 Populates current page
F3 Opens query dialog
SHIFT + F3 Search in context (Cursor)
F5 Creates new record in current page
SHIFT + F5 Refreshes current page
F6 Duplicates current record
F7 Deletes current record
F8 Opens List of values dialog
F9 Zooms to basic data page connected to current field
F11 Full screen the application
F12 Saves current record

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2.3 SCREEN TYPES

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SCREEN TYPES
GENERAL

IFS has different screen types for specific purposes.

Business objects will typically be presentable in Overview screens and Detail- or

Transaction screens.

The Overview screen type is used to retrieve or display Selections of records

The Detail (or Transaction) screen type is used to view all details of a single record
and create and modify them

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SCREEN TYPES
OVERVIEW SCREEN

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SCREEN TYPES
DETAIL SCREEN

Header

Detail Lines

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2.4 PAGE ACTION BAR

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PAGE ACTION TOOLBAR

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ZOOM TOOLBAR BUTTON
ZOOM FUNCTIONALITY

Select field and press

Zoom button

Useful for quick travel

through connected
screens

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ZOOM FUNCTIONALITY SETUP OPTION
ZOOM FUNCTIONALITY IN NEW WINDOW

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DEMO
PRACTICE & LEARN

GENERAL USER INTERFACE

Purchase Order screen
● Maximize the Work Area using the keyboard
● Open the Purchase Order overview screen and
populate
● Select a record and open its detail screen using
the RMB option.
● Create a new PO record with a single line

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FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
47
3. HOW TO NAVIGATE

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HOW TO NAVIGATE
LESSON OBJECTIVES
By the end of this lesson, students should:
● Know the available navigation options
● Be able to navigate the Application using the available navigation
options

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HOW TO NAVIGATE
GENERAL

IFS offer several navigation option to the User

The Navigator Tree displays folder and subfolders to drill down to the required screen

Shortcuts allows the User to quickly access frequently used screens and data

Navigator Page allows navigating the Application like a webpage

Breadcrumbs allow the User to navigate back and forth (or left and right) based on current position in the
Navigation Tree

The Recent Screens Overview allows the User to quickly revisit screens used in current session.

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NAVIGATION OVERVIEW
HOW TO ACCESS THE MAIN NAVIGATION OPTIONS
3

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NAVIGATION OVERVIEW
NAVIGATOR FILTER

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NAVIGATION OVERVIEW
SHORTCUTS

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NAVIGATION OVERVIEW
RECENTLY USED SCREENS

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DEMO
PRACTICE & LEARN

HOW TO NAVIGATE
● Navigate to the Purchase Order

● Navigator Page and Navigator Tree

● Explorer Tool Bar and Breadcrumbs

● Shortcuts

● Recent Screens

● Page Toolbar

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FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
57
4. SEARCH DATA

58
SEARCH AND ORGANIZE DATA
LESSON OBJECTIVES
By the end of this lesson, students should:
● Know the available options to query for data.
● Know how to use the Page Search dialogue to retrieve data in
specific forms.
● Know how to use Application Search to retrieve records.

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4.1 PAGE SEARCH

60
PAGE SEARCH
GENERAL
By the end of this lesson, students is able to:
● Use the Enterprise Search function
● Search for records in the current active form
● Know that searches can be saved and then
● Added to Shortcuts or Start Page
● Shared with colleagues

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SEARCH
GENERAL
IFS offers Two main search options:

1. Search Dialog in forms (F3)

● Searches and selects on basis of User entered criteria
● Searches the current form only
● Possible to save and reuse searches
2. Enterprise Application Search (EAS)
● Searches for keywords (like Google)
● Searches entire Application
● Possible to categorize search results

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SEARCH
SEARCH DIALOG IN FORMS

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SEARCH DATA
AVAILABLE SEARCH CONDITIONS
Symbol Condition Example
Enter New York for the City attribute to retrieve all Customers
= Equal to
located in "New York".
Enter !=New York for the City attribute to retrieve all Customers
<> Not equal to
located outside of "New York".
Any value
Enter New% for the City attribute to retrieve all Customers located in
% Zero or more characters a city beginning with "New" (New York, New Orleans etc..).
without limitations
Specify ! for the City attribute to retrieve all Customers for which
! No value
city has not been specified.
Single character without limitations. Enter _e% for the City attribute
_ Any character to retrieve all Customers located in a city with an "e" as the second
character.
Enter >100 for the Customer ID attribute to retrieve all Customers
> Larger than
with an ID greater than "100".

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SEARCH DATA
AVAILABLE SEARCH CONDITIONS
Symbol Condition Example
Enter <100 for the Customer ID attribute to retrieve all Customers
< Less than
with an ID less than "100".
Enter >=100 for the Customer ID attribute to retrieve all Customers
>= Larger or equal to
with an ID greater than or equal to "100".

Enter <=100 for the Customer ID attribute to retrieve all Customers

<= Less or equal to
with an ID less than or equal to "100".
Enter + in the Valid field to retrieve all Customers for which the valid
+ Checked
check box has been checked.
Enter - in the Valid field to retrieve all Customers for which the valid
- Unchecked
check box has not been checked.
If you want to include values 5, 6, 7, 8, 9, 10, the Condition would be
.. Between
5..10.
; Or Specify New York; Philadelphia
Specify !New York; Philadelphia for the City attribute to retrieve all
!A;B Not A and not B
customers not located in New York and not in Philadelphia
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SEARCH DATA
EXAMPLES OF CONTEXT SUBSTITUTION VARIABLES
Name Data Type
END_OF_LAST_MONTH Date
END_OF_LAST_WEEK Date
END_OF_LAST_YEAR Date
START_OF_NEXT_MONTH Date
START_OF_NEXT_WEEK Date
START_OF_NEXT_YEAR Date
TODAY Date
TOMORROW Date
USER_EMAIL String
USER_ID String
USER_LANGUAGE String
YESTERDAY Date
DEFAULT_COMPANY String
NUMBER_OF_LAST_MONTH Number
NUMBER_OF_THIS_MONTH Number
NUMBER_OF_NEXT_MONTH Number

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SEARCH DATA
SEARCH DIALOG IN FORMS

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SEARCH DATA
ADVANCED SEARCH

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SEARCH DATA
SEARCH WITH KEYWORDS

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SEARCH DATA
CONFIGURE SEARCH DIALOG

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4.2 ENTERPRISE APPLICATION
SEARCH

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ENTERPRISE APPLICATION SEARCH
GENERAL
● Enterprise Application Search (EAS)
● Searches for keywords (like Google)
● Searches entire Application
● Possible to categorize search results

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ENTERPRISE APPLICATION SEARCH
ENTERPRISE APPLICATION SEARCH

Selecting multiple Index

Locations

73
ENTERPRISE APPLICATION SEARCH
DISPLAY SEARCH RESULTS

74
DEMO
PRACTICE & LEARN
SEARCH CORRECT DATA
● How many Purchase Orders are related to ”Engine Block
1600”?
● Search for your Purchase Order and Inventory Part
● Using the Search Dialog
● Using the Application Search

● Create a search command for all PO’s with a ”Wanted Delivery

Date” in 2013.
● Save this search
● Add saved search to the Shortcuts

76
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
77
5. PRESENT DATA

78
SEARCH AND ORGANIZE DATA
LESSON OBJECTIVES
● By the end of this lesson, students should:
● Know the options to present and organize the information
● Know how to configure an Overview screen
● Know how to create and save a Selection of records

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5.1 OVERVIEW SCREEN

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PRESENT DATA
CONFIGURE OVERVIEW SCREENS
● IFS Applications generally presents multiple records
in spreadsheet type Overview screens
● Columns can be moved, adjusted and hidden
● User can set dynamic Format Rules for any Overview
screen
● Formatting is saved in User Profile

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PRESENT DATA
EDITING IFS OVERVIEWS

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PRESENT DATA
MOVING AND ADJUSTING COLUMNS
● Move column by clicking on line between column title and first data field. Hold button and
drag left or right to desired column location.
Icon indicates you are
moving column

● Adjust column width by clicking on line between column titles. Hold and drag column border
left or right.

Icon indicates you are adjusting

column width

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PRESENT DATA
HIDING COLUMNS

84
PRESENT DATA
CONDITIONAL FORMATTING

85
PRESENT DATA
CONDITIONAL FORMATTING

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5.2 SELECTIONS

87
PRESENT DATA
SELECTION
● Selected or all records presented on screen can be saved as a
Selection
● Selections can be send to colleagues and added to Shortcuts
or Start Page
● A static list, not dynamic like a saved query.

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PRESENT DATA
SELECTION

89
PRESENT DATA
SELECTIONS

90
5.3 CONDITIONAL FIELDS

91
PRESENT DATA
CONDITIONAL FIELDS
● With conditional fields you can add
● rules that control what data that can be entered in a page;
● rules to make fields mandatory or read only, and
● rules that filter drop down lists, depending on values of
other fields
● There are two types of Actions
● Property Actions
● Value Set Actions

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PRESENT DATA
CONDITIONAL FIELDS

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PRESENT DATA
CONDITIONAL FIELDS

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DEMO
PRACTICE & LEARN

CONDITIONAL FIELDS
● Open the Purchase Order window
● RMB on the header and select Conditional
Fields.
● Select the field Purchase Code in the left hand
side fields.
● Click ‘Add Property Action’ button.
● Set the property as ‘Mandatory’.
● Click on the ‘+’ button and select ‘Criterion’
● Select the Column as Supplier. Leave
Operator a s’=‘. Set the Value as ‘5000’.
● Click OK.

96
PRACTICE & LEARN

ORGANIZE THE DATA

● Create new in the Purchase Order window.
● Purchase Code field will be shown as not mandatory.
● If Supplier is selected as ‘5000’, Purchase Code field will
be shown as Mandatory.

97
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
98
6. TEMPLATES AND DRAFTS

99
TEMPLATES AND DRAFTS
LESSON OBJECTIVES
● By the end of this lesson, students should:
● Know the concept of Templates and Drafts.
● Know how to create and use a Template.
● Know how to create and use a Draft.

10
TEMPLATES AND DRAFTS
TEMPLATES
● A set of default values when creating a new record in a page.
● The Templates you create are stored in your User Profile.
● Possible to have several Templates
● Can set a Template as default when creating new records

10
TEMPLATES AND DRAFTS
DRAFTS
● A Draft allows you to save a record without all
mandatory fields having values
● Will create a Task to remind you to complete the
registration later
● Limitation: only header and general information
can be saved this way, not lines.

10
DEMO
PRACTICE & LEARN

TEMPLATES AND COLLABORATION BETWEEN USERS

● Create Template
● Create Draft and send Information
● Right-Click to open the Context Menu. Select
Send to/Send to Colleague
● Select one or several Users as recipients(s) and
write a message

104
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
105
7. MY START PAGE

106
MY START PAGE
LESSON OBJECTIVES
● By the end of this lesson, students should:
● Know what elements can be added to a User created Start Page
● Know how to setup a personal Start Page

10
MY START PAGE
START PAGE OVERVIEW

The My Start Page feature Set as Homepage and all

Users can setup their most
allows for the User to items can be instantly
important Selections,
construct their personal accessed after Application
Queries and Reports
Start Page for IFS startup

108
MY START PAGE
CREATE YOUR START PAGE

109
MY START PAGE
SETUP YOUR START PAGE

110
MY START PAGE
USE YOUR START PAGE

111
DEMO
PRACTICE & LEARN

CREATE START PAGE

● Create you own Start Page using at least
one of each of the
elements that can be added to a Start Page.

113
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
114
8. IFS LOBBY

115
IFS LOBBY
LESSON OBJECTIVES
● By the end of this lesson, students should:
● Had a short introduction in IFS Lobby
● Know the purpose of IFS Lobby
● Know how to setup a IFS Lobby page
● Know how to modify a IFS Lobby page

11
6
11
 IFS LOBBY

A PERSONAL DASHBOARD THAT CAN BE ADJUSTED TO YOUR

NEEDS,
SHOWING YOU:
- WHAT’S HAPPENING IN YOUR BUSINESS
- WHAT YOU NEED TO DO
- WHAT YOU NEED TO MONITOR
FROM THIS…

118
TO THIS…

119
IFS LOBBY
BETWEEN START PAGE AND
BUSINESS INTELLIGENCE

DEFINED FOR:

A Process
An Individual A Business Role
or Business Area

120
IFS LOBBY
OPERATION ANALYTI STRATEG
AL CAL IC
IFS Start Page

IFS Report Designer

IFS Query Builder

IFS Lobby

IFS Quick Reports

IFS Business Analytics

IFS Business Intelligence

121
 ELEMENT TYPES Text Line Chart

Bar Chart
Count

Pie Chart
Image

Radar Chart

Analog Gauge
KPI

Matrix
Link List

List State Gauge

122
USING IFS LOBBIES
DIFFERENT ELEMENT > DIFFERENT USE
Depending on the element type you have
different options. In general:
By the end of this lesson, students should:
● Possible to navigate directly to related
form(selection)

● Possible to add parameters

● Take data out;show legend

123
DEMO
PRACTICE & LEARN

IFS LOBBY
● Open a Lobby check the different elements
● Drill down to a specific selection
● Open a Lobby containing one or more
parameters
● Fill the parameters with data; check what
happens

125
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
126
9. IFS STREAMS

127
IFS STREAMS
LESSON OBJECTIVES
● By the end of this lesson, students should:
● Know how to setup a IFS Stream

12
8
12
IFS STREAMS
FROM
THIS…

129
IFS STREAMS
TO THIS…
Subscriptions
tasks
Talk scribbles
custom events

130
DEMO
PRACTICE & LEARN

CREATE STREAM
● Go to Customer Order window and create a
Subscription for Status Changes in a Planned CO.

13
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
133
10. COLLABORATION

134
COLLABORATION

LESSON OBJECTIVES
● By the end of this lesson, students should:
● Know what options are available for communicating and sharing of information with
colleagues within IFS Applications.
● Know how to use IFS Sticky Notes
● Know how to use Tasks

13
10.1 STICKY NOTE

136
COLLABORATION
STICKY NOTES AND TASKS
● Sticky Notes for supporting ad-hoc work:
● Manage ad-hoc notes and contents
● Fast and efficient communication through text,
images and links

● Sending information and Tasks to colleagues:

Send information ● Supports ad-hoc communication between
colleagues
● Send an Object or (saved) Selection of Objects

13
COLLABORATION
STICKY NOTES

138
10.2 TASK

139
COLLABORATION
SEND INFORMATION TO COLLEAGUES
● Supports Add-hoc communication between colleagues
● You can send any selection of Objects or a saved Selection
● Creates a Task in your colleague's task list, “to-do list”
● Or an email

140
COLLABORATION
SEND INFORMATION TO COLLEAGUES

141
COLLABORATION
MANAGE TASKS VIA TASK PANEL

142
10.3 IFS TALK

143
IFS TALK
GENERAL
● Communicate with other Users in the system by sending
and receiving messages (Scribbles).
● Include attachment files or screenshot of current screen.
● Post to main IFS Talk Board from any active screen using
Context Panel, including link to current record
● Filter messages by User or Audience Group
● Setup Subscriptions per User or Group

144
IFS TALK
POST A SCRIBBLE TO YOUR COLLEAGUES

145
IFS TALK
IFS TALK MESSAGE BOARD

146
IFS TALK
SUBSCRIPTIONS
Create Public or restricted
subscription groups.

Add and pin Users to

groups

Only other group

members can view
scribbles

147
IFS TALK
MESSAGE BOARD WITH GROUPS

148
DEMO
PRACTICE & LEARN

COLLABORATION BETWEEN USERS

● Sticky Note
● For a screen of your interest, create a Sticky Note
with text, a picture and a web page link.
● Tasks
● Create a new task via the New Task button in
the Task Panel
● Note how the Task is visible in your Task List
● Share or reassign the Task to a colleague
● IFS Talk
● Use IFS Talk to Post a Business Object
related question on the message board.

150
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
151
11. ONLINE DOCUMENTATION

152
ONLINE DOCUMENTATION
● By the end of this lesson, students should:
● Know how to access and use the Online Documentation.

15
ONLINE DOCUMENTATION
ONLINE DOCUMENTATION
IFS comes with a full set
of online documentaton, The anwsers to most of the
including instructions, questions Users might
screen and field have about IFS can be
descriptions, proces flows found in the Online Help
and training material.

With the e-learning Call up Online Help &

courses and exercises E-learning from Help
Users can train and panel or by pressing F1
PRACTICE when in the Application.

154
ONLINE DOCUMENTATION
HELP PANEL

155
ONLINE DOCUMENTATION
E-LEARNING

156
ONLINE DOCUMENTATION
EXAMPLE

157
DEMO
PRACTICE & LEARN

WEB CLIENT AND ONLINE DOCUMENTATION

● Go to Purchase Order screen
● Open up the Help Pane, retrieve the Description of
the ‘Buyer’ field
● Open Online Documentation and search for the
general description of the Purchase Order and then
the Create Purchase Order flow

159
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
160
12. OTHER FEATURES

161
OTHER FEATURES
LESSON OBJECTIVES
● By the end of this lesson, students should:
● Understand the concept of Attachments.
● Know how Output Channels are used to export data.
● Know how Background Jobs can be used to check for errors.

16
12.1 ATTACHMENTS

163
ATTACHMENTS
ATTACH INFORMATION TO BUSINESS OBJECTS
Attachment panel allows simple connection and
viewing of Business Object related
information.

Examples of Attachments are documents,

media, technical sheets , etc..

User can instantly see if there are Attachments

available for a specific record and instantly
view any available attachment.

164
ATTACHMENTS
ATTACH DOCUMENTS AND CHARACTERISTICS TO OBJECTS

165
12.2 OUTPUT CHANNEL

166
OUTPUT CHANNELS
EXPORT INFORMATION ON SCREEN

Purpose of
the Export • An Export Channel needs to be setup
Channel is • After channel setup records can be exported
to allow
Users to directly from any Overview screen
export
selections of
records from
IFS
Overview
screens to
MS Excel

167
OTHER FEATURES
OUTPUT CHANNELS
● “Save as …” format available via Context Menu
● Channel directly accessible via Context Menu
● Possibility to print using any channel

168
OTHER FEATURES
USE OUTPUT CHANNEL

169
12.3 BACKGROUND JOB

170
OTHER FEATURES
BACKGROUND JOBS
● Commands that are processed in the
background separate from other tasks
● Can be either manually started or scheduled
● Check the job’s status if any problems occur
● Only the Administrator sees all the jobs;
other Users only their own.

171
DEMO
PRACTICE & LEARN

OTHER FEATURES
● Create a Purchase Requisition.
● Attach a document to your Purchase Requisition.
● Zoom into the list of Requisitioners from your
Purchase Requisition. How many Users are
registered as Requisitioners, more than 25?

173
FEEDBACK ON THE OBJECTIVES
OF THIS LESSON
174
WRAP-UP

175
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 176
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