Understanding the interface

What the interface is for

The application shell is the starting workspace for reaching the Accounting and Inventory areas. The Accounting Dashboard presents journal entries, while the Inventory Dashboard is an entry surface for Inventory work.

Choose a destination by task:

Before you start

Prerequisites

• Have permission to open the Accounting Dashboard.
• Know that Inventory can begin with a loading state while its information appears.
• Know that an account with no available Inventory role sees a no-views message instead of a role area.
• The Inventory Dashboard is prioritized before the classic Inventory Overview.

An Inventory role is a work perspective that changes the areas and actions shown on the Inventory surface. If no Inventory role is available, it shows No inventory views are enabled for your role. Contact an administrator.

Find an entry surface

The product menu includes Accounting and Inventory. Choose the area that matches the work you need to start.

Open Accounting

Prerequisites

• You have permission to open the Accounting Dashboard.

Steps

1. Select the destination that matches your work.

   If you need to…	Select in order
   Open the Accounting entry surface	Accounting, then Dashboard

The requested Accounting screen did not open when this route was used. The product menu also did not open for the Accounting menu action, so stop at the screen that remains visible.

Result: The Accounting Dashboard is the destination for journal entry work when the screen opens.

Open Inventory

Steps

1. Select the destination that matches your work.

   If you need to…	Select in order
   Open the Inventory entry surface	Inventory, then Inventory Dashboard

The Inventory menu did not open when this route was used.

Result: The Inventory Dashboard is the destination for the Inventory entry surface when the screen opens.

Recognize the shell and entry screens

The shell combines product navigation with workspace controls. The Accounting Dashboard presents journal entries with a journal name and type. The Inventory surface presents a role title and subtitle, followed by metrics and lists that change with the selected role.

The shell currently shows these workspace controls:

When these role choices are available, the Inventory surface shows the area for the selected choice:

Inventory empty states use these messages:

Use an Inventory entry action

These actions take you from the Inventory surface to the next operational area. When you recognize the area you need, continue with the action procedure.

Open the next Inventory work area

Prerequisites

• The Inventory surface is open.
• The relevant action is visible in the role area you selected.

Steps

1. Select the action that matches your next task.

   If you need to…	Select
   Start a transfer	New transfer
   Review replenishment or incoming transfers ready for validation	Review →
   Move to purchasing work for a stock risk	Reorder →
   Resolve an open backorder	Resolve →
   Start a purchase order	Draft PO
   Open the related picking	Open →

Result: The selected action takes you to a new transfer form, replenishment or receipts for validation, the buyer role, backorders, a purchase-order form, or the related picking.

Handle role and data branches

Choose a visible Inventory role

Prerequisites

• The Inventory surface is open.
• At least one role choice is visible.

Steps

1. Select the visible role choice that matches your work after the Inventory information appears.

   If you need to work with…	Select
   Stock health, transfers, and attention areas	Warehouse manager
   Reordering, vendors, and purchase-order timing	Buyer / planner
   Throughput, work-in-progress, and exceptions	Ops director
   Working capital, ageing, and valuation	CFO / finance

Result: The selected role area appears.

When the screen does not open

Note: The requested Accounting screen did not open, and the Accounting and Inventory menu actions did not open.

Try the destination again

Prerequisites

• The product menu is visible.

Steps

1. Select the destination that matches your work.

   If you need to…	Select in order
   Open Accounting	Accounting, then Dashboard
   Open Inventory	Inventory, then Inventory Dashboard

2. If the requested screen still does not open, stop at the screen that remains visible.

Result: The requested destination is open when the selection succeeds; otherwise, the requested screen remains unopened.

Use these recovery actions when the destination does not open:

Continue with the task you need

The two surfaces on this page are entry points rather than complete Accounting or Inventory procedures. Continue with the page that owns the work:

Result: You know which page owns the next navigation, Accounting, Inventory, or personalization task.