ORION 10.6.0.

000

Getting Started
 Table of Contents
Getting Started................................................................................................................................. 2
About ORION................................................................................................................................. 2
About this Manual....................................................................................................................... 2
Logging into ORION ................................................................................................................... 3
Orion Desktop Interface ................................................................................................................. 4
First Look ....................................................................................................................................... 4
Menu Bar.................................................................................................................................... 5
Icons ........................................................................................................................................... 6
Checkbox ................................................................................................................................. 11
Button ....................................................................................................................................... 11
Option Button ........................................................................................................................... 11
Hyperlink tab ............................................................................................................................ 11
Portlets ..................................................................................................................................... 12
Dynamic LOV ........................................................................................................................... 12
Export to Excel ......................................................................................................................... 16
Error Messages ........................................................................................................................ 18
Colour Palette........................................................................................................................... 18
ORQA....................................................................................................................................... 18
Data Security............................................................................................................................ 18
Hyperlinks to Masters............................................................................................................... 19
Module Work Bench..................................................................................................................... 19
Masters ........................................................................................................................................ 21
Transactions ................................................................................................................................ 22
Processing ................................................................................................................................... 23
Setup............................................................................................................................................ 23
Query ........................................................................................................................................... 24
Reports ........................................................................................................................................ 24

© 3i-infotech ORION 10.6 Getting Started Version1.0 1

 Getting Started
ABOUT ORION
ORION Enterprise is a functionally rich, integrated, enterprise-wide information solution
deployable across a large number of platforms. Designed and developed by 3i Infotech Ltd to
meet the requirements of diverse market segments such as FMCG, Trading, Import/Export,
Retail/Distribution, Manufacturing, and Energy, ORION Enterprise supports multicompany,
multidivisional, profit centre, and multidepartmental/cost centre type of organizational structure. A
highly scalable and technologically superior system, ORION Enterprise enables the user to
integrate all areas of your business and increase operational efficiencies across the enterprise. It
helps to boost customer satisfaction through better control over costs and enhanced profitability.

ABOUT THIS MANUAL

The Getting Started manual introduces the user to ORION, an Enterprise Resource Planning
system that helps to integrate the activities of various departments in an organization. The
following topics are covered in this manual:

◊ Logging into ORION

◊ ORION Desktop Interface

◊ First Look

◊ Menu Bar

◊ Icons

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LOGGING INTO ORION
The ORION Desktop tool requires the user to provide authentication details to access the
application. Access to the client server mode of the product is provided through the ORION
Desktop while web-enabled version is available through the ORION Portal. Both types of access
require authentication to enable access. The process to log in through ORION Desktop is given
below:

1. Double-click the ‘ORION Desktop’ icon on the desktop or the folder where the
software is installed. The ‘ORION Desktop – Login’ screen is displayed as follows:

2. Enter the application login ‘User Name’.

3. Enter the application login ‘Password’.
4. Select the ‘Company’ from the drop-down list.
5. Select the ‘Location’ of the document source from the drop-down list.
6. Click ‘OK’ to log into the application
7. Click ‘Cancel’, if the user does not want to login to the application

The list of companies attached to the user is displayed in the ‘Company’ drop-down list.
A default company attached to the user is automatically selected and displayed first in
the ‘Company’ drop-down list. The Location field is displayed in the login screen only if
the document source location required parameter is set to ‘Yes’ by the administrator. If
any default location codes are defined in the User master for a particular user then the
default location code which is attached to the user is automatically selected and
displayed in the 'Location' drop-down list.

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ORION DESKTOP INTERFACE
By default the ORION Desktop interface displays all the ORION menus in a tree structure view.

While working in the ORION application this interface is pinned at the top of the desktop.
For guidelines on installation and working on ORION Desktop, refer to the Installation and User
Guides respectively

FIRST LOOK

Right-click in the screen to view in the transaction hyperlink in the form of icons

The above type of screens is available only for 22 transactions and 5 master screens.

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MENU BAR
The menu bar option in ORION application is displayed as follows:

Menu Menu Item Hot Key Functionality

Toggle To toggle between English and other supported
languages
File
Save To save the entered details
Exit To exit from the application
Cut
Copy Allows the user to cut, copy, paste and edit the
Edit
Paste record

Edit
Block Previous Navigates to the previous block
Next Navigates to the to the next block
Previous Navigates to the previous field
Next Navigates to the next field
Field
Clear Clears the field details entered
Duplicate Enables duplication of the field
Previous Navigate to the previous record
Next Navigate to the next record
First Record Navigate to the first record
Last Record Navigate to the last record
Record Scroll Up
To scroll through the records(vertical scroll bar)
Scroll Down
Remove To remove a specific record
Insert To insert a record between specific records
Duplicate Duplicate specific record details
Enter To enter a query
Execute Executes query after selection criteria input
Last Criteria Gets the last selection criteria entered for the query

Query Cancel To cancel the entered query

Count Hits Displays the number of records filtered on the
selected criteria
Fetch Next Fetches next set of records from the database
Set

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Menu Menu Item Hot Key Functionality
Add to Adds a specific record or screen details to favourite
Favorites option for easy navigation
Favorites
Organise Organise favourite list in a specific order
Favorites
Document Displays the reference document number
More Details
Call Master Displays the related master screen
Submit Submits a selected record
Revoke To revoke a specific record
Mail
Actions
Action-Print To print a selected record
Approval To approve the selected record
Amendment To amend the approved record
Keys Displays the list of keys and their function
List Displays list of values for the current field
Help
About Displays current version of ORION
Display Error Displays error for the last operation
Cascade Displays the window as cascade
Window Tile Displays the window as tile
Arrange Icons

ICONS
This section explains the functions of the icons as appearing on the ORION screens:
Icons Name Description
Create To create a new record

Save Saves the details

Query Query a record

Delete Deletes the details

Exit Exits the application

LOV Displays the list of values

Run Report To run the report based on the entered

criteria

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 Choose To select a value from the LOV

Clear Sort To clear sorting in the LOV

SQL Query To view the SQL query in the LOV

Up Arrow Indicates that the LOV column is sorted

in ascending order
Down Arrow Indicates that the LOV column is sorted
in descending order

MAST HEAD

The mast head displays the following details:

◊ Company Logo

◊ Application Logo

◊ Logged-in user details

◊ Form Name

◊ Version

◊ Icons

CANVAS
Canvas refers the background on which the screen elements are present and is divided into the
following blocks:

◊ Header Block

◊ Details Block

◊ Side Panel Block

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HEADER BLOCK

The top portion of the screen is the header block and it displays the following details:

◊ Date on which a record is created

◊ Logged-in user details

◊ Status of the current record (Posted/Approved/Confirmed)

◊ Descriptions

◊ Other common fields

The other common fields are displayed based on the screen requirement

Convert
Convert refers to pulling of data from one document to the other. This applies in situations where
a document needs to retrieve certain values from a reference document as well.
Inactive
This checkbox enables the user to freeze a particular document.

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DETAILS BLOCK

The lower portion is the details block that contains detailed information pertaining to the data
entered in the Header block based on the screen requirement. The ‘Details’ block displays the
following tabs:

◊ Key Info: The Key Info tab consist the basic information of the screen. For example in the
above Sales Quotation screen, it displays the following details:
‰ Location related
‰ Supplier related
‰ Address related
‰ Payment related
‰ Supplier Invoice

◊ Details : The Details tab contains the item details of the transaction. The user is allowed to
configure the details related to the items in portlets. For example in the Sales Quotation
screen, the portlets are configured as follows:
‰ Enquiry pending for quotation
‰ Pending for approval

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SIDE PANEL BLOCK

The side panel displays details based on the user requirement and the user is allowed to
configure the same. The following tabs are displayed in the side panel:

◊ Key

◊ Item

◊ Other

FIELDS
The fields are text boxes present in the canvas. These fields are user enterable (except Display
fields) and are categorized as follows:

◊ Mandatory Fields

◊ Mandatory Fields with link

◊ Optional Fields

◊ Optional Fields with link

◊ Display Fields

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Mandatory Fields

The mandatory fields are the basic requirement to be filled in by the user to create a record in the
ORION application. A user is not allowed to proceed further without entering these details. The
mandatory field are displayed based on the screen requirement. The mandatory fields are
displayed in different colour for differentiating these fields from others.
Mandatory Fields with link

The mandatory fields are the basic requirement to be filled in by the user to create a record in the
ORION application. A link is provided with the field to the respective master to create a new
master/ record.
Optional Field

The optional field consists of additional information displayed pertaining to the screen. User is
allowed to move to the next field without entering the information.
Optional Field with link

The optional fields consist of additional information displayed pertaining to the screen. A link is
provided with the field to the respective master to create a new master/ record.
Display Field

The display fields are additional information displayed pertaining to the entered field values. The
user is not allowed to modify the same.

CHECKBOX
Checkboxes are used when the user needs to enable/disable options. Selecting the checkbox is
equivalent to entering ‘Yes’ and clearing it is equivalent to entering ‘No’.

BUTTON
Buttons are used to record any information of the screen. They are displayed in the application
based on the screen requirement.

OPTION BUTTON

Option buttons are similar to check boxes. A user is allowed to select one of the required option
buttons.

HYPERLINK TAB

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The transaction hyperlink tab displays miscellaneous informations pertaining to the particular
screen. For example in sales order screen the user is allowed to view the following inforamtion:
‰ Expense
‰ Remarks
‰ Authorization
‰ Terms

PORTLETS

Portlets display data that are configurable based on the user requirement. They are small
window-like components that provide a snapshot of reports in the form of charts, listings to track
dynamic business environments. For more details on how to configure portlets, refer Portlet User
Manual.

DYNAMIC LOV

Dynamic LOV (List of Values) is a feature that enables a list of values to popup and to be setup
according to user requirement. The user is allowed to specify the required columns that needs to
be displayed in the in the popup for that particular LOV screen. The user is allowed to select a
particular value from the list which is displayed in the transaction screen. System by default
creates the LOV and the user is allowed to modify the same, if required. Dynamic LOV enables
the user to perform the following functions:

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Sorting
This feature allows users to sort the LOV values either in ascending or descending order. The
sorted LOV values are displayed in the sort order field

‰ For the first time when a user clicks the column heading, data is sorted in
ascending order. To reverse the sorting order, click once again the column
heading and the same is indicated by ,
‰ Clear Sort icon is enabled when the user clicks the column heading. Click
clear sort icon to clear sorting

Multiple column sorting is possible. While sorting on multiple columns, sorting order is retained.
When the user clicks on the same column again then sorting order is reversed for that particular
column.
Filter
This feature of LOV allows a user to filter the LOV values based on the characters or words
entered. For instance, if the data needs to be filtered on first two characters, enter the character
in the column heading as shown in figure below. Then click the Column heading, the data is
filtered.

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If the user enters any data in the main screen field before invoking the LOV, then that value alone
is filtered and displayed in the LOV screen

.
Create
Create button enables the user to create a new master from the LOV by invoking the required
master and add/delete/modify the master based on the user rights. The newly created master is
displayed in the LOV.

The corresponding master form will not open if the user does not have the privilege

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Show SQL
Show SQL option enables the user to view the SQL Query of the form.

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EXPORT TO EXCEL
This feature enables an automatic exportation of data generated in ORION to Microsoft Excel.

◊ Flexible to analyse and visualize the data in a single step

◊ Facilitates exporting of the data based on the filter criteria and thereby eliminates the
unnecessary data generation

◊ Best suited for all the versions of the ORACLE built applications

◊ Facility to export the Portlet data in excel format

◊ Facility to modify the captions in the screen as per user requirement and view the data
accordingly. The caption modification done in Instance Registration is updated in the
corresponding instance code of the screen.

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◊ Eliminates the risk of changing the back end process for exporting the data, when new field is
included in the screen

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ERROR MESSAGES
Error messages are used when user intervention is required and indicate failure of a desired
operation. This message pops up, when the error occurs and does not allow the user to proceed
further until exact action is taken. User is allowed to view the reason for the error and required
action to be taken to continue with the process

COLOUR PALETTE
The Colour Palette is used to define the colour for the user interface. For more details on how to
configure colour palette, refer Customizer User Manual.

ORQA
ORION Remote Query Approval (ORQA) enables the user to send documents for approval
through e-mail. The reports generated are sent for approval through e-mail to the concerned
authorities. For more details on how to configure ORQA, refer ORQA User Manual.

DATA SECURITY
The Data Security allows you to restrict access to certain data for a user or a set of users. For
more details on how to configure Data Security, refer Administrator User Manual.

This feature works only if the users use Enterprise Edition of Oracle

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HYPERLINKS TO MASTERS
This feature helps the user to create a master during a transaction without exiting the current
transaction screen.

MODULE WORK BENCH

Module Work Bench enables the user to perform transactions through a single dashboard.

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Some of the Key features are:
Module Work Bench
‰ Facility to view portlets for each transactions
‰ Facility to view documents of a specific or all transaction codes
‰ Facility to configure fields for each transaction type
‰ Facility to configure Portlets which displays various status of the transaction
Transaction Tab Page
‰ Facility to create, view and edit a document for the selected transaction type
‰ Provision to submit, revoke, approve, amend the selected documents.
‰ Facility to approve and submit multiple documents
‰ Provision to filter the data fetched for the selected transaction type
‰ Facility to edit the Portlet definitions for a specific transaction tab
Pulling and Pushing Logic
‰ Pulling enables the user to select the multiple header and items with quantity details
before inserting into Item block.
‰ Pushing enables the user to push the data from one transaction to another in
Module Work Bench
‰ Push-pull logic to ensure automatic flow of documents through defined process

◊ TED Entries
‰ Facility to view the details of TED entries
‰ Facility to enter TED by selecting the required document

◊ Document Print
‰ Enables Document Print for the selected documents

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MASTERS
The term ‘Master’ in ORION takes its root from the word ‘Manager’ as the Master screen helps to
create and manage pre-requisite information to perform any business transaction. Data created in
these Master screens are used in transactions as and when required. There are two types of
master screen in ORION.

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TRANSACTIONS
Transactions denote business deals that generate revenues for the company. These include
sales, contracts, sub contracts and so on. Each transaction is accompanied by a supportive
document. Examples of supportive documents include purchase order, sales order, invoice,
goods receipt note, bill of lading and so on.
In the application, most transactions applicable to the routine business operations of an
organization are covered. Some fields in a Transaction screen use data from the Masters.
The following are the two types of transaction screen in ORION.

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PROCESSING
Processing refers to the manipulation of data. Data manipulation sometimes reflects a manual
process that occurs in various departments of an organization. The processing is often required
for a consequent process, report, or work sheet. A sample for processing screen in ORION is
displayed as follows:

SETUP
Every module has a Setup menu that enables the user to define transaction behaviours. The
parameters and data in the Transaction Setup screens ensure that the transaction behaves in a
set pattern. A sample for setup screen in ORION is displayed as follows:

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QUERY
Query screens allow the user to filter the information based on the query criteria set. A sample for
query screen in ORION is displayed as follows:

REPORTS
Reports are the only means to monitor the progress of a business or perceive the outcome of
transactions. Each module has report forms in which the user enters data for report generation.
These reports contain information addressing the requirements of most organizations. A sample
for reports screen in ORION is displayed as follows:

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