Perpetual & Financial I nventory visibility. accuracy. flexibility. A Foundation To Build On Retek Merchandizing System Introduction

visibility. accuracy. flexibility. pg. 2 PFIPFI Welcome Introduction to the Retek Merchandizing System (RMS)

visibility. accuracy. flexibility. pg. 3 PFIPFI Today’s Class at a Glance… ~ 1 Hour Mixture of demonstrations and hands-on practice When you complete this course you will be able to: Log on and off RMS Use the Start window to search for and launch data forms Customize the Start window with buttons and user folders containing access to other Web applications Use online help Use search forms to locate information Use all types of data entry controls Customize multi-form tables to display the specific data you are interested in Course schedule Course objectives

visibility. accuracy. flexibility. pg. 4 PFIPFI RMS Defined RMS is the online application that allows you to: … research, view and edit inventory information … Schedule and track inventory-related events

visibility. accuracy. flexibility. pg. 5 PFIPFI Current vs. Future and Benefits Separate perpetual and financial inventory systems require frequent and costly synchronization. One system manages both the quantity and its value simultaneously providing more accurate and timely information. Current Future Key Ingredient: More accurate information provides for better management and reporting of inventory.

visibility. accuracy. flexibility. pg. 6 PFIPFI RMS Window Layout

visibility. accuracy. flexibility. pg. 7 PFIPFI Start window The Start window acts like Windows Explorer Folder structure here Folder contents here

visibility. accuracy. flexibility. pg. 8 PFIPFI Activity 1 – Logging in & Start window navigation Time: 15 min Goal: Log in to RMS; familiarize yourself with the Start window navigation, search and customization functions Reference:  Activity 1 Handout Activity:  Follow the instructions in the handout to log in and then explore the navigation and search functions in the Start window, create a button to launch a form and create and populate a user folder. Debrief:  Go over Questions in Activity 1.

visibility. accuracy. flexibility. pg. 9 PFIPFI Two windows

visibility. accuracy. flexibility. pg. 10 PFIPFI Application overview Search formsResults forms Data entry forms

visibility. accuracy. flexibility. pg. 11 PFIPFI Application overview Text entry fields List of Values Calendars Drop-down lists

visibility. accuracy. flexibility. pg. 12 PFIPFI Activity 2 – Exploring data windows Time: 15 min Goal: Search for, view, enter information and customize data tables in form windows. Reference:  Activity 2 Handout Activity:  Follow the instructions in the handout to practice searching, viewing, entering information in form windows, as well as customizing a multi-form window.  Answer some questions concerning the operation of RMS. Debrief:  Go over questions concerning Activity 2.

visibility. accuracy. flexibility. pg. 13 PFIPFI Three ways to get online help 1. From the application Help menu 2. From the button on the active data window 3. From an explanatory text box in some data windows

visibility. accuracy. flexibility. pg. 14 PFIPFI Help window

visibility. accuracy. flexibility. pg. 15 PFIPFI Questions???

visibility. accuracy. flexibility. pg. 16 PFIPFI What We’ve Accomplished Now that you have completed this lesson, you should be able to:  Log on and off RMS  Use the Start window to search for and launch data forms  Customize the Start window with buttons and user folders containing access to other Web applications  Use online help  Use search forms to locate information  Use all types of data entry controls  Customize multi-form tables to display the specific data you are interested in

visibility. accuracy. flexibility. pg. 17 PFIPFI Conclusion: Thanks for coming!  Course close  Complete the course evaluation