Main Content

Overview of ERP System

The Main Menu appears on the top of the screen. Each menu item represents a module, a distinct set of sub-menus that comprise a specific topic, such as Purchasing or Production. Each Priority package contains a different combination of modules; thus, your system may not include all of the modules displayed above. Each menu contains a variety of entities from which to choose. There are five types of entities available in the system, each represented by a unique icon:

  • Menu – Opens a sub-menu, displaying all available items.
  • Form – Loads a form in which to work (retrieve and update records).
  • Report – Accesses saved reports or runs new ones.
  • Program – Activates a program.
  • Printout – Creates document printouts.

Search Bar

The Search Bar enables you to locate any document in the system by entering a search term (e.g., the name of a customer or an order number). The autocomplete feature allows quick access to a single document, or you can open a search results form, where a list of the retrieved documents can be viewed, conveniently sorted by document type and displaying the number of results per type.

Example:

You would like to find the sales order you worked on yesterday for a specific customer:

  1. In the Search Bar, type in the customer’s name or part of it (e.g., Jo).
  2. While you type, you will receive the results of the autocomplete. To view a document appearing in this list, click on the desired line or use the keyboard down arrow to navigate to it and press Ctrl+Enter.
  3. If the document does not appear, click on the Search Bar or press Enter. A form opens displaying all documents that contain that name. If the list is long, it will be divided into tabs. The right pane displays the types and amounts of documents retrieved.
  4. To narrow down results to the sales orders recorded for the customer, click on “Sales Orders” in the right pane.
  5. To narrow down results by date, select the relevant option under "Filter by Date".
  6. Click the desired document; it will open in Priority.
  7. Click the Search Results program in the Active Screens window to return to the Search Results form.

Home Page Tiles

The easiest way to access the entities you use on a regular basis is to assign them to your Home Page Tiles display in the centre of the Home Page. You can populate this display with links to the system entities that you use most frequently, such as the To Do List or the Sales Orders form.

To add a tile to your Home Page Tiles, do one of the following:

  • Click the icon on the Home Page to open the Add to Home Page window. Retrieve the desired entity via the Search window and click Add.
  • Navigate to the desired entity on the Main Menu. Then, right-click the entity and select Add to Home Page.
  • You can organize the tiles of your Home Page Tiles by drag & drop, to determine the order in which they appear. To remove tiles from the display, hover with your mouse over the upper-left corner of the tile and click the More Options icon. Then click Delete.
  • A triangle in the upper corner of a tile displays the number of documents of that type that are assigned to you. Click the triangle to access a display of these documents in your to-do list.

Portlets

You can graphically display up-to-date company data (e.g., open sales orders, purchase orders, profit and loss) in portlets on your home page.

  • To add a portlet to the home page: Click the icon and choose the desired topic in the window that opens. The portlet will then appear on your home page.
  • Hover with your mouse over the upper-left corner of the portlet and then click the three dots that appear. Choose one of the following options:
    • Choose Dates to select the period for which to display the data.
    • Open in New Window to open the portlet in a window outside of the home page.
    • Delete to delete the portlet from your home page.

Notes:

  • You must have the BI module installed in order to display portlets on your home page.
  • To ensure that invoice portlets display up-to-date data, run the Prep for Inv. Analysis (BI) program on a daily basis.

Forms and Data Entry

Most of the work in the system is carried out by means of forms. A form can be used to add new data to the system or to retrieve existing records for review and/or revision. Proficiency in the use of forms is an important first step in learning to use Priority. Each record in a form is made up of several columns, and information specified for one column constitutes a field.

Forms can operate in two primary modes:

  • Data Entry mode: record new data and update existing records.
  • Query mode: retrieve data.

Navigating Records

To move within the current record, click on the desired field with the mouse or use arrow keys. To switch between Single and Multi-Record views, you can use the toggle options provided.

Searching and Retrieving Records

To retrieve existing data, click the Options Menu button, click Run, and select Retrieve All Records. To narrow down the retrieval procedure based on query conditions, switch from Data Entry mode into Query mode and define the query conditions.

Note: When in Query mode, the column in which the cursor is located is highlighted in green.

Operators and Filtering

You can specify the desired value in relevant columns using operators for more complex queries. For example, an asterisk (*) can be used as a wildcard for pattern matching.