SunSystems System Basics

Release 6.4.x
Copyright © 2022 Infor

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Publication Information
Release: Infor SunSystems 6.4.x
Publication Date: September 7, 2022
Document code: sunsystems_6.4.x_sssysbolh__en-us
 Contents

Contents

Contacting Infor..........................................................................................................................5

Chapter 1: SunSystems overview..................................................................................................6

About this help...................................................................................................................................................6
Related documents........................................................................................................................................7
Formats...........................................................................................................................................................8
Language versions.............................................................................................................................................9
Chapter 2: Logging in and out.....................................................................................................11
Logging in.........................................................................................................................................................11
Dates and the Login Date.................................................................................................................................12
Changing the date at login...........................................................................................................................12
Exiting and logging out....................................................................................................................................13
Chapter 3: Browser home page...................................................................................................14
Widgets overview.............................................................................................................................................14
Adding widgets to your home page.................................................................................................................16
Defining widgets on your home page..............................................................................................................16
Removing a widget from your home page......................................................................................................16
Refreshing a widget on your home page........................................................................................................17
Chapter 4: Navigating.................................................................................................................18
Using the function selection control...............................................................................................................19
The menu panel................................................................................................................................................20
Using session tabs............................................................................................................................................22
Adding functions to favourites (Windows client)...........................................................................................22
Hiding and displaying groups (Windows client).............................................................................................23
Adding shortcuts to favourites (Windows client)...........................................................................................23
Active sessions..................................................................................................................................................25
The status bar...................................................................................................................................................26

SunSystems System Basics | 3

 Contents

Windows client options....................................................................................................................................26

Updating Windows client options...............................................................................................................26
Chapter 5: Using forms...............................................................................................................28
System Information (Windows client only).....................................................................................................28
Opening a form.................................................................................................................................................29
Completing forms............................................................................................................................................29
Closing a form...................................................................................................................................................31
Navigation buttons..........................................................................................................................................31
Menus................................................................................................................................................................31
Tabs...................................................................................................................................................................32
Grids..................................................................................................................................................................32
Action buttons..................................................................................................................................................33
Command buttons...........................................................................................................................................34
Query button....................................................................................................................................................34
Keystrokes........................................................................................................................................................35
Fields.................................................................................................................................................................37
Zooming in and out (Web client only).............................................................................................................39
Toolbars............................................................................................................................................................39
Standard toolbar..........................................................................................................................................39
Actions toolbar.............................................................................................................................................41
Chapter 6: Inquiring on data.......................................................................................................42

Chapter 7: The PK1 demonstration database................................................................................43

SunSystems System Basics | 4

 Contacting Infor

Contacting Infor

If you have questions about Infor products, go to Infor Concierge at https://concierge.infor.com/ and create
a support incident.
The latest documentation is available from docs.infor.com or from the Infor Support Portal. To access
documentation on the Infor Support Portal, select Search > Browse Documentation. We recommend that
you check this portal periodically for updated documentation.
If you have comments about Infor documentation, contact [email protected].

SunSystems System Basics | 5

 SunSystems overview

Chapter 1: SunSystems overview

SunSystems is a fully integrated software application including financial and business management modules.
SunSystems is designed for international organizations, complex operations and fast-growing companies. It
is used extensively by multinational corporations whose subsidiaries worldwide require an international
product with a global support infrastructure.
The major attributes of SunSystems can be described as follows:
• Accessible - can be used with the SunSystems Windows client, the SunSystems browser client, through
Infor Workspace, and other remote access deployments such as Citrix Server.
• Global - provides multi-currency, multi-lingual support and local statutory compliance, delivered across
the world.
• Analysis - capability to undertake multi-dimensional analysis, through extensive capture of business
data, providing high levels of management information.
• Flexible - provides the ability to map to different organizations' processes, functional requirements and
deployment needs.
• Integration - the ability to integrate the core product with specific vertical market products using standard
interfaces including XML.
• Scalable - deployed on single PCs to UNIX networks and Application Service Provider (ASP) models, and
in several environments including Microsoft SQL Server and Oracle.
• Standard package - a robust, out-of-the-box, parameter-driven package delivering stability, the ability
to upgrade and ease of support.

About this help

This Help provides details of day to day operational tasks for SunSystems. The tasks detailed are those
normally expected of a SunSystems user.
When using SunSystems there are many ways to carry out a given task. SunSystems documentation does not
necessarily outline every route for each task. Therefore, if you are an experienced SunSystems user you may
find more convenient or appropriate approaches, depending on the circumstances of the task and your own
personal preferences.
SunSystems forms may be designed so that Actions are available from a number of different sources, however,
the Help describes all actions available from the Action menu.

SunSystems System Basics | 6

 SunSystems overview

SunSystems is extremely customizable. SunSystems documentation is therefore written assuming all default
selections were accepted during installation and no subsequent modifications have been made.
Within SunSystems there are many levels of access rights. SunSystems documentation assumes you have all
necessary rights for the task being performed.

Prerequisites
Prior to using this Help it is strongly recommended that you understand basic Windows functionality and
terminology.

Related documents
SunSystems is accompanied by the technical documentation and user help, which is available from http://
docs.infor.com/sunsystems.
Architecture and Planning
The SunSystems Architecture and Planning GuideDetails architecture, system requirements and other technical
considerations to assist you in planning the deployment of SunSystems in your organization. Available in
Portable Document Format (PDF), accessible from the installation menu and, following installation, the
Documentation folder and the Windows Start menu.

Installation
The SunSystems Multitier Installation GuideIncludes the Details system requirements, installation procedure,
troubleshooting, and so on. Available in Portable Document Format (PDF), accessible from the installation
menu and, following installation, the Documentation folder and the Windows Start menu.
The SunSystems Standalone Installation Guide describes installing SunSystems on a single machine. No other
environment is described.

Upgrade
The SunSystems Upgrade GuideOutlines the upgrade process and initial manual tasks required when moving
from a previous version of SunSystems. Due to the numerous implementation options this guide should be
used by experienced consultants only. Available in Portable Document Format (PDF), accessible from the
installation menu and, following installation, the Docs folder and the Windows Start menu.

Integration
The SunSystems Configuration Guide for Infor OSDescribes the integration and configuration of SunSystems
with Infor Operating Service (Infor OS).

Release
Documentation includes Release Notes, What's New and Resolved Issues. These documents provide important
release information and is available from the installation menu or the Documentation folder on the installation
media.

SunSystems System Basics | 7

 SunSystems overview

Online help
Online help includes administrator and user help. Administrator Help provides details of all set up and
maintenance tasks for SunSystems. The User Help contains concepts and task information to assist you to
use SunSystems functions and to carry out processes in the system.
These help files provide details of day to day operational tasks for SunSystems. Help is intended to be accessed
whilst using SunSystems, but can also be accessed from docs.infor.com.
• System Basics
• Administrator Help
• Financials
• Order Fulfilment
• Bill of Materials Manager
• User Manager
• User Group Menu Designer
• Security Console
• Data Description Editor
• Drill Association Designer
• Form Designer and Form Permissions Editor
• Filter Data Dictionary Regeneration
• Filter Designer
• Formula Designer
• SunSystemsConnect
• Transfer Desk
• SSC Technical Reference
• Report Manager
• Report Designer
• Enterprise Data Management
• Configuration Manager
• Integration and Configuration.

Formats
Each element of SunSystems documentation is available in Portable Document Format (PDF) or WebHelp.

Portable Document Format (PDF)

This format is viewed online with Adobe Acrobat Reader. It offers full, online, text searching. PDF Files are
optimized for printing.

WebHelp
WebHelp is an online Help format which is fully functional across multiple platforms and browsers. In
SunSystems, WebHelp is available in both the SunSystems Web Client, and in Infor Workspace. The WebHelp

SunSystems System Basics | 8

 SunSystems overview

provides SunSystems Help contents and search, by clicking the Help button on the toolbar; context sensitive
topics from all SunSystems functions, by clicking F1, and full text searching.
The Help provides details of day to day operational tasks for SunSystems. The tasks detailed are those normally
expected of a SunSystems user.
When using SunSystems there are many ways to carry out a given task. SunSystems documentation does not
necessarily outline every route for each task. Therefore, if you are an experienced SunSystems user you may
find more convenient or appropriate approaches, depending on the circumstances of the task and your own
personal preferences.
SunSystems forms may be designed so that Actions are available from a number of different sources, however,
the Help describes all actions available from the Action menu. SunSystems is extremely customizable.
SunSystems documentation is therefore written assuming all default selections were accepted during
installation and no subsequent modifications have been made. Within SunSystems there are many levels of
access rights. SunSystems documentation assumes you have all necessary rights for the task being performed.

Text Searching in WebHelp

Full text searching is possible in WebHelp, with the ability to:
• search for single words.
Note: This also includes grammatical variations, for example, select will find occurrences of selection,
selector, selects, selecting, and so on.
• search by phrases, by surrounding with '"' quotes.
• use wildcards ? question mark for single characters and * asterisk for multiple characters.
• use operators: AND, OR, NOT and NEAR.
Note: NEAR signifies within eight words.
• use up to five levels of nested expressions. For example, receipt AND ((stock or inventory) NEAR
details).
Note: The |, &, and ! characters do not work as Boolean operators. Use OR, AND and NOT.

Language versions
SunSystems is available in several languages, including: English, Russian, French, Spanish, Brazilian Portuguese,
German, Italian, Japanese and Chinese (Simplified and Traditional).

Caution: The use of Unicode characters in a folder path name is not supported. Instead, the standard ANSI
character set must be used.
Note: If you are running Windows in one locale and SunSystems in a different language, some elements of
the user interface will be displayed in a different language to the rest.

German Users
Do not enter the German character ß into a key field that is converted into upper case as this causes an issue
with Transfer Desk and BOMM.

SunSystems System Basics | 9

 SunSystems overview

In certain instances within the German language version of SunSystems it is not possible to differentiate
between the three different order types Sales Order, Purchase Order and Movement Order. There is no general
word for Order in German, therefore a composite of the abbreviations of the three different order types:
AU/BS/BW is used.

Hindi Regional Settings

When operating system regional setting, using the Control Panel > Region and Language > Format is set to
Hindi (India), no SunSystems forms for any functions can be accessed in any language, in Windows.

This limitation does not apply to browser clients.

SunSystems System Basics | 10

 Logging in and out

Chapter 2: Logging in and out

When you start SunSystems, you need to log in with a user name and password. This is to ensure your system
is secure.
Your system administrator is responsible for creating the User Names to identify who can log in to SunSystems.

Business Units
In a multiple database implementation, your default Business Unit dictates which database (Business Unit
Group) you are connected to at login.
If you have no default business unit defined, you are automatically connected to the first business unit group
in the domain of the correct language. Whenever business unit specific functions are accessed, the Change
Business Unit form is displayed to enable you to select which business unit is required. Whenever non-business
unit specific functions are accessed, the Connection Details form is displayed to enable you to specify which
business unit group is required. The system ceases prompting you for these when the Change Business Unit
(CBU) function is run.
You can run the Change Business Unit (CBU) function at any time in order to set the default business unit
(and by definition business unit group) you wish to use until you either log off or next run the Change Business
Unit function.

Logging in
1 If you use the SunSystems Web client, or Infor Workspace, start SunSystems in your web browser.
2 If you use the Windows client, start SunSystems from the Windows Start > All Programs > Infor >
SunSystems.
3 If you are using Windows 8, or later, Infor is available from the Infor group on the Start screen, or you can
press the Windows key and D to display the SunSystems icons on the desktop. The Login form is displayed.
4 Specify this information:
User Name
Enter your user name.

Password
Enter your password. The characters are obscured for security reasons. Click Enter or click the arrow.
If no password is required, leave blank and click the arrow.

SunSystems System Basics | 11

 Logging in and out

5 If your system is set up with both standard authentication and directory service (LDAP) enabled, the
Authentication Type option is displayed on the Login forms. Select the required option and click the
arrow. This is set up in User Manager or Security Console.
6 Save your changes.

Dates and the Login Date

When you log in to SunSystems, depending on your user setup, the Login Date dialog is displayed, enabling
you to change this date if required.
The login date is used as the default date during the current session. For example, when you are asked to
enter the date of a transaction, report, and so on. You can accept the default displayed instead of type in the
date.
Note: The Login Date form may not be displayed, depending on your user setup in User Manager or Security
Console.

Changing the date at login

The login date must be in the format displayed in the Login Date dialog; therefore, you are recommended
to select the required date from the calendar provided in theLogin Date dialog. Other date formats can be
used elsewhere within SunSystems functions, if they are defined appropriately in Business Unit Setup as
described below.
Note: The Login Date form may not be displayed, depending on your user setup in User Manager or Security
Console.
To change this date when logging in:
1 Click on the drop-down date selector button (Windows client) or click the Date field (Web client and Infor
Workspace).
2 Use the calendar to navigate to the required date.
3 Click the required date to select it. In the Windows client, click Update. The calendar is closed.
The default date format is dd/mm/yyyy where dd=day, mm=month and yyyy=year.
You can change the date format and the date separator for each of your Business Units by using Business
Unit Setup.
You can enter dates with or without separators, for example, 010220 or 01022020. Alternatively, click the
drop-down arrow, or in the Windows client, use the F4 key to display the calendar and use the arrow keys
on your keyboard to select the required date.
Note: When you enter two digit years up to and including 68, for example, 28/02/68, the year is
automatically prefixed by 20, for example, 28/02/2068. However, when you enter two digit years after
and including 69, for example, 28/02/69, the year is automatically prefixed by 19, for example, 28/02/1969.
4 Click OK to accept the date.

SunSystems System Basics | 12

 Logging in and out

Exiting and logging out

Exiting SunSystems, and logging out of SunSystems Security, are two separate activities. When you exit the
application, your ID is not automatically logged out of SunSystems Security.
In the SunSystems Web client, you can close the web browser without terminating the active sessions. When
you restart the browser and reload the application, your active sessions are displayed so that you can choose
to resume the desired session.
Before exiting SunSystems Windows client, you must close all active sessions.
Note: Active sessions do not include scheduled automation or reports.
To exit the SunSystems Windows client, select one of the following:
• From the file menu, select Exit.
• Click the X in the top right-hand corner of the window.
• Press Alt +F4.
To exit the SunSystems Web client, close all active sessions and click Log Out.

SunSystems System Basics | 13

 Browser home page

Chapter 3: Browser home page

The home page is the first page displayed when a user signs in to SunSystems.
Each user has their own home page. When they sign in to SunSystems for the first time their home page is
empty. They can customize it to meet their requirements by adding the widgets provided.
As they make changes to the setup, it is automatically saved against their user id. So, the next time they log
in, their home page will look the same as when they last logged off.

Widgets overview
The following widgets are provided with the SunSystems Web application:

Account Balance Comparison

This allows you to compare financial balances between pairs of accounts, with a visual style to show the
difference between the accounts.
Prerequisites to using this widget are:
1 Data must be generated using Ledger Balance Configuration (LBC) for the business units required.
2 A corresponding SunSystems reporting data model must be generated for each business unit required.

Account Credit Limit

This displays the current balance of an account.
This widget provides you with a high level, real time, view of a given customer or supplier account balance
against the credit limit set on that account.
It uses Ledger Balance Configuration (LBC) to calculate a current balance for the account entered in the
widget settings. The credit limit set on that account is then used and the difference between them is shown.
This allows you to set visual alerts by setting a threshold value. For example, if the credit limit is nearing being
reached, the colour of the account can be set to change from green to red.
You can then drill down to the account record from the widget.
This widget can also be used to monitor certain account balances at particular times in the financial year,
even when no credit limit has been set.

SunSystems System Basics | 14

 Browser home page

Ledger Balance Management (LBM) must be run regularly to keep the balances up-to-date with the ledger.
Prerequisites to using this widget are:
1 Data must be generated using Ledger Balance Configuration (LBC) for the business units required.
2 A corresponding SunSystems reporting data model must be generated for each business unit required.

Functions
Use this to group your favourite Functions together.
An unlimited number of functions may be added to this widget.

Reports
Use this to group your favourite Reports together.
An unlimited number of reports may be added to this widget.

URLs
Use this to group your favourite URLs together.
An unlimited number of URLs may be added to this widget.

Period End
Shows a countdown to period end.
The prerequisite to using this widget is:
Financial Calendars (FCS) must be set up, although do not need to be functionally used in the system if not
required.

Pins
You can define record specific links, for example, a link to a commonly used payment run profile, a particular
account record, or any specific transaction of interest. You can then drill back into SunSystems from the Home
Page.
There is a limit of 50 pins.

Recent Activity
This displays your viewing history in SunSystems. It displays the last 20 records you have viewed or edited,
and you can drill down into the data if that is available for the function.

SunSystems System Basics | 15

 Browser home page

Adding widgets to your home page

Click Add Widgets to display a list of available widgets. Select the widget you require and add it to your home
page.
You can then drag and drop the box to the required location on your Home Page, and size it accordingly.

Defining widgets on your home page

Once the Widget pane has been added to your Home Page, click Add to display the Settings window.
Complete this information as required:
Account Balance Comparison
Business Unit, Amount Type, Account One, Account One Period, Account Two, and Account Two Period.

Account Credit Limit

Business Unit, Account, Colour, Threshold (%), and an option to include Pending Orders. Check the pending
orders check box to include the credit balance for invoices which have had postings generated but not yet
posted to the ledger.

Functions
Select the required Functions.

Reports
Name, Function Code, Report Address, and Report Name.

URLs
Name, Function Code, and URL Link.

Period End
Business Unit, Calendar, Use the ledger current period, Select Period, Alert within number of days, and colour.

Pins
this is used for functions that support creating a pin, such as, Chart of Accounts. When the Pin indicator is
enabled, the Pin record is created, and is displayed on your Home Page. You can then drill back to open a
new session and open the record.

Removing a widget from your home page

To remove a widget from your Home Page click'…' and select Remove.

SunSystems System Basics | 16

 Browser home page

Refreshing a widget on your home page

To refresh a widget on your Home Page click '...' and select Refresh.

SunSystems System Basics | 17

 Navigating

Chapter 4: Navigating

SunSystems provides an up-to-date and attractive tabbed user interface with menu item hyperlinks organized
within module-level groups on a main navigation bar at the top of the frame.
In the Windows client, the tabbed interface allows you to open multiple sessions and quickly access different
functions in each one.
SunSystems can be accessed through the SunSystems Windows client, or the Web client, or through Infor
Workspace. In both SunSystems Windows client and Web client, each menu panel contains object-based
categories, which are represented by icons and include associated menu items. If you are running in Infor
Workspace, the same functional categories are available as in the web client. However, the menu items are
located in the group menus on the main navigation bar, rather than under icons on the menu panel. This
maintains consistency with the Infor Workspace user experience, whilst still enabling all of the functionality
of the SunSystems Web client.
The SunSystems menu panel is displayed after you log in to the application, and includes several navigational
elements:
• Menu panel
• Navigation bar
• Session tabs
• Function Selection control.
The function selection control is located towards the top right of the application window, and has two modes:
character search, and lookup from a list ordered by function code.
The SunSystems menu panel is the launching point for SunSystems functions. The organization of menu
items within groups on the main navigation bar, and under categories in the menu panel, is defined at the
level of SunSystems user groups using User Group Menu Designer (UGM). User Group Menu Designer (UGM)
is available in the SunSystems Windows client only. In addition, each SunSystems operator can define a list
of favorite functions that are accessed on a regular basis.
Creating function extensions, and granting function permissions to user groups, are carried out within the
Security Console or User Manager.

User Group Menu

To use SunSystems, your user must be a member of a SunSystems user group. Each user group has an
associated menu, which is either set up by your system administrator, or is a default menu based on the user
group's function permissions.

SunSystems System Basics | 18

 Navigating

Default Menu - Web client

In the SunSystems Web client, your user group's menu is derived from the menu in the Windows client. If you
are a member of a user group for which a menu has not been created at the time you log in to SunSystems,
the No Menu Available message is displayed. If this happens, you can either log in to SunSystemsThe function
selection control is located towards the top right of the using the Windows client, which automatically creates
a default menu for your user group. This default menu is then available in the Web client too. Alternatively,
contact your system administrator who can configure your user group menu for you.

Default Menu - Windows client

If you are a member of a user group for which a menu has not been created at the time you log in to SunSystems,
you are asked if you wish to create a default menu based on the function permissions defined for your user
group. This default menu includes all available functions within SunSystems to which your user group has
been granted permissions.
If a user group is granted permissions to further functions after the user group has been created, and these
functions are required on the menu for the user group, you can use User Group Menu Designer (UGM) to
either add the menu item individually to the existing menu, or resynchronize the user group's menu to
permissions.

Using the function selection control

The function selection control is located towards the top right of the application frame.
Note: In the SunSystems Windows client, the function selection control has focus upon opening a new menu
panel or closing a form. If focus is not on the function selection control, it can be accessed by pressing Ctrl +
Shift + K.

Mode
The function selection control has two modes: Lookup and Search.
Mode buttons in the Windows client:

Button Description
Lookup

Search

To switch between the two modes, use the drop down list on the right of the control itself, or use the F3 and
Ctrl + F3 shortcuts.
Mode buttons in the Web client:

SunSystems System Basics | 19

 Navigating

Button Description
Lookup

Search

To switch between the two modes, click the function selection control.
Note: If you are running SunSystems in Infor Workspace, the color of the buttons may be different.

Lookup
In lookup mode, the function selection controls displays a list of the function code and name of any menu
item defined for the user group.
To launch a function, use the drop-down list and click the name of the shortcut you want to run. Alternatively,
type the characters for the code into the selection box. As you type, the keystrokes are displayed in the status
bar and the focus moves to the appropriate position in the list. You can use the up and down arrows to highlight
a function, or compete typing the exact code. Click Enter to launch the function.
To clear the last character entered, click Backspace. To clear all characters and reset the control, click Esc.

Search
In search mode, the function selection control supports entry of text. When you type the first character, the
Search Results are displayed in the menu panel, showing all menu items that contain that character anywhere
in the function name or code. As you continue to type, the set of matching menu items is reduced and
dynamically displayed in the menu panel.

The menu panel

When you open SunSystems, the menu panel is displayed by default. This panel fills the entire application
window, and contains:
• The navigation bar along the top, which organizes menu items into groups. Click a group on the navigation
bar to display the menu items for that group. If you are using Infor Workspace, the menu categories for
the currently selected group are displayed in a submenu that opens downwards from the group on the
navigation bar.
• The menu items for the currently selected group. In the Windows client, hover over a function name of
a menu item to view its details. In Infor Workspace, the menu items are displayed in submenus within
each category for the currently selected group. Click a function name to launch the function. To run a
function in a new browser tab, right click the function and in the menu, select Open in a new tab.
• The function selection control. Use this control in lookup mode or search mode, to rapidly locate and
launch a function without having to navigate to the relevant group, category and menu item.
Note: When you open SunSystems in the Windows client or the Web client, the menu panel initially displays
the group that was displayed when you last exited the application. If this is the first time you are accessing
SunSystems, the Common group is displayed.

SunSystems System Basics | 20

 Navigating

Menu Groups
The default menu groups are defined at the level of SunSystems modules.
The group allocation of menu items can be changed from the default using the User Group Menu Designer
(UGM) which can also be used to add new groups and edit or delete existing ones. User Group Menu Designer
(UGM) is available in the SunSystems Windows client only.
The Favourites group is defined by each individual user. If it is enabled, it is always displayed on the left of
the main navigation bar. You can add items to your Favorites group in the SunSystems Windows client only.
In the Windows client, the groups on the main navigation bar can be scrolled using the left and right arrows
at the right of the bar, except for the Favourites and Search Results groups, which are fixed.
Note: If the Search Results group is visible, it does not scroll and always remains to the immediate right of
the Favourites group.

Categories
Menu items are further organized into categories, based on the business objects to which they relate. It is
possible to change the default allocation of menu items to categories, but the list of categories is fixed.

Icon Type (Windows client only)

The menu items on the menu panel have an associated icon that is displayed when you hover over them. The
default icon type for a menu item is based on the function type and cannot be changed. However, whilst the
display icon defaults to the default icon type, it is a property that can be changed when designing a menu in
User Group Menu Designer (UGM), or when added to the Favourites group.

Button Description
Extension Function

Inquiry

Maintenance

Posting Process

Report

System Process

Menu Item Tooltips (Windows client only)

When you hover your cursor over a menu item for a longer period, a tooltip is displayed. The tooltip contains:
• Function Name: This corresponds to the menu item name.
• Code: The three-letter code for the function that the menu item references. This same code is used in
the function list when you use the function selection control in lookup mode.
• Default Icon Type: A description of the function type and the default display icon that is displayed to the
right of a menu item on mouse-over.

SunSystems System Basics | 21

 Navigating

Using session tabs

In the Windows client, you can open multiple SunSystems sessions simultaneously by clicking the blank tab.
This opens another menu panel in a new session from which you can launch another function. Alternatively,
select View > New Tab, right-click an existing session tab and select New Tab, or press Ctrl + N.
Note: You can change the Maximum Sessions setting in Tools > Options in the Windows client. The maximum
value you can assign is nine.
In the Web client, you can open multiple sessions using the Sessions Navigation drop-down button at the
top left of the frame, as described in Active Sessions.

Restoring Sessions
For core SunSystems functions, session restore is available. That is, if you close the web browser without
closing down one or all of the open sessions, the next time you log in you are presented with a list of sessions
to choose from and restore. Sessions that cannot be restored are shown on the drop-down list with a ~ tilde
character.
Note: You can also double-click on a session in the drop-down list in order to restore it.
For other browser-based SunSystems applications, such as Security Console this session restore function
is not available.

Adding functions to favourites (Windows client)

If the favorite menu item is already included in another group menu tab, you can copy it to your Favorites by
right-clicking on the menu item in the other group and selecting Add to Favourites from the context menu.
Note:
• The user group of which you are a member must have been granted permission to add the required
function as a SunSystems menu item.
• If the Favorites group is not displayed, ensure that it has been checked on the Customize Group Display
dialog.
To add a function to your Favorites group:
1 Select Favourites on the main navigation bar, then either select Edit > Add Function. Or, right-click on
the menu panel and select Add Function from the context menu. The Add Function dialog is displayed.
2 Select the desired function and click OK to add it to the Favourites group. The function appears under
its default category icon using its default display icon.
To assist in locating functions you can sort functions by clicking column headers; search for functions
by entering the name, or part of the name of the required function in the Search field and clicking Search;
filter functions by using the Restricted to Menu Item Type drop-down list.

If required, you can change the display icon used to represent the function:
1 Right-click the function and from the menu select Inquire Properties.
2 Click the Change icon in the function Properties window.

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 Navigating

3 Select the required icon in the Change Icon window, and click OK.
4 Click OK.
All other properties for a function are read-only. These can only be changed by creating new function extensions
in the Security Console or User Manager.
If the favorite menu item is already included in another group menu tab, you can copy it to your Favorites by
right-clicking on the menu item in the other group and selecting Add to Favourites from the context menu.

Hiding and displaying groups (Windows client)

Hiding a group
Note: Hiding a group on your main navigation bar does not delete it or hide it from other members of the
user group of which you are a member; it just means you can no longer see it.
1 From SunSystems, click the View menu and select Customize.
2 Clear the check box that corresponds to the group to be hidden.
3 Click OK.
The group is hidden from view on the main navigation bar of the menu panel.

Displaying a group
1 Click the View menu and select Customize.
2 Select the check box that corresponds to the group to be displayed.
3 Click OK.
The group is displayed on the main navigation bar of the menu panel.

Adding shortcuts to favourites (Windows client)

You can add four other types of shortcuts to the Favourites group:
• URL Link
• External File
• External Application
• Report.
Note: If the Favourites group is not displayed, ensure that it has been checked on the Customize Group
Display dialog.
To add a shortcut to Favourites:
1 Select FavouritesFavourites menu panel and select the appropriate option from the context menu, or
select the shortcut type from the Edit menu:

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 Navigating

• Add Shortcut > Add URL Link

• Add Shortcut > Add External File
• Add Shortcut > Add External Application
• Add Shortcut > Add Report
The shortcut Properties dialog is displayed.
2 Specify this information:
Name on the main navigation bar, then either right-click within the
The name field allows you to translate a word. For example, if your user is set to a language different to
that set when the field was named in the System Language Name field, you can enter the translated
word or term. You can leave this field blank, in which case the System Language Name is used. The name
you enter here appears on the Favourites menu panel to represent the shortcut.

Function Type
Indicates the type of menu item. This varies, depending on the shortcut option you selected in Step 1.

Category
The associated Category icon is displayed. This is system-maintained, depending on the shortcut option
you are adding.

Display Icon
The icon that is used to represent the menu item. It defaults to the icon type and if you want to change
the Display Icon, click the Change button and make your alternate choice.

Function Code
The Function Code is made up of two parts; a system-maintained code and a suffix you enter. The
system-maintained code is based on the shortcut option type. The suffix that you define cannot exceed
5 characters and must be unique for the shortcut type.

URL Link
The URL to which the menu item is to link. After entering the required URL, use Preview to test your
link.

File Address
The full path to the file. For example, C:\My Documents\Test.txt on. The ellipse button can be used to
browse for the required file.

Application Address
The full path to the application. For example, for Microsoft Excel you might enter C:\Program
Files\Microsoft Office\Office\Excel.exe. The ellipse button can be used to browse for the required
application.

Command Line Argument

Any command line arguments; these could be, for example, the name of a file to be run with the
application.

Start In
Enter, or browse for, the path of your working directory, or leave blank.

Report Type
For SunSystems reports, select SunSystems.

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 Navigating

Report Address
The path that identifies the location of the report file. If left blank, the default report execution folder is
used. The SunSystems default is /Example Reports/6nn/Process but this can be changed for each user.
The default path for a standalone installation (Shared folder) is /Example Reports/6nn/Standalone but
this can also be changed for each user.

Report Name
The name of the report .srdl file.

3 Click OK. The shortcut is added to the Favorites group where it will appear under its default category
icon with its default display icon, both of which correspond to the type of shortcut selected.

Active sessions
SunSystems allows you to concurrently run multiple active sessions.

Windows client
Each active session is represented by a tab in SunSystems. To move between active sessions, click the tab
you want to display. This moves the tab to the foreground of the SunSystems window.

The Active Sessions Dialog

In addition to the session tabs on the SunSystems window, you can also use the Active Sessions dialog to
view and switch between the sessions that are running. Within a session, to view the Active Sessions dialog,
click F4.

Web client and Infor Workspace

Each active session can be displayed in a separate tab in your browser. To move between active sessions,
click the tab you want to display.

The Active Sessions Dialog

In addition to the sessions tabs on the browser, there may be other active sessions that are not represented
in a browser tab. To view all of the sessions that are running, click the Sessions Navigation drop-down button
at the top left of the frame. This button can also be used to start a new session.
The sessions are listed next to colour-coded bullet points:
• A green bullet point represents the session that is running in the currently displayed tab.
• A grey bullet point represents a session that is running in a different browser tab. To switch to that session,
click the relevant tab.
• An amber coloured bullet point represents an active session that is not currently running in a browser
tab. You can resume that session in the current tab, by clicking the session name. If you do this, the active
session in the currently displayed tab is saved, and can be resumed later.

SunSystems System Basics | 25

 Navigating

• A tilde '~' represents embedded applications such as Report Manager.

To resume or open a session in a new browser tab, click the Session Navigation button. In the sessions
drop-down list, right-click an amber-coded session, or New Session, and from the resultant menu select
Open in a New Tab.

The status bar

After you start SunSystems, the application status bar is displayed at the bottom of the window, below the
menu panel. This information is for display only.
From left to right, the status bar information includes:
• Connection indicator
• Operator
• Business Unit Code
• Ledger
• Login Date
• Financials Current Period.

Windows client options

You should refer to your systems administrator before changing any of these settings.
Note: Changes made to settings in SunSystems Options do not affect SunSystems designer applications,
such as Form Designer, or any Reporting applications.
Additional settings are available when run in administrator mode.
For further details, see the SunSystems Preferences section of the SunSystems Installation Guide.

Updating Windows client options

1 From the SunSystems Tools menu select Options to display the SunSystems Options dialog. Here you
can change a number of SunSystems client settings or restore the default global settings.
2 Specify this information:
Initial Panel
Specifies whether to start with a Menu Panel or your Homepage the next time you log in to SunSystems.

Maximum Sessions
To set the required number of sessions that can be run simultaneously. Nine is the maximum number
you can specify.

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 Navigating

Number of Category Columns

To determine the number of vertical columns of menu items displayed in the menu panel. Specify six
or fewer columns, depending on factors such as your screen resolution or the organization of your menu.

Cache (MB)
To set the amount of memory (in MB) to be allocated for the Form Load cache. For no maximum, specify
a value of 0.
Note: Only system administrators can assign the Cache value to use.

Form Scale
To define the size of your SunSystems forms. The default value is 1. Larger values increase form element
sizes by that amount. For example, a value of 5 results in window elements five times larger than the
standard.

Grid Line Resize Sensitivity

To define the sensitivity of a row/column resize.

Override Numeric Pad Return

To use the numeric key pad Enter key as a Tab key.

Auto Complete
• Enabled - to list the most recently entered values for a field.
• Maximum Items - to set the maximum number of entries to display in the AutoComplete box.

3 Save your changes.

SunSystems System Basics | 27

 Using forms

Chapter 5: Using forms

SunSystems forms provide access to the SunSystems functions. The forms allow you to enter, amend and
view records/data.
SunSystems includes more than 500 forms for your use. Forms can be amended or more forms can be created
using Form Designer. Form Designer is available in the SunSystems Windows client only.
In the SunSystems Windows client, you can change the default form size. From the Tools menu select Options.
Select the Forms subcategory. In the Form Scale field, enter an alternative value to alter the size that is
displayed in SunSystems.
SunSystems forms display data/records in one of three basic styles, depending on the information available:
• Form style
Allows you to enter, amend or view only one record at a time.
• Grid style
Displays a table, where each row represents a record and each column a field. This style enables you to
enter, amend or view all records at one time.
• Combined form and grid style
A combination of the two. This allows you to select an existing row within a grid which then appears in
the form area. You can also amend the data by updating it directly in the appropriate row/column.

Forms are designed to accommodate a great deal of information using a variety of features. See also:
• Tabs
• Action Buttons
• Navigation Buttons
• Query Buttons
• Grids

System Information (Windows client only)

The System Information dialog is displayed when you press F8 in any form or menu session, but not in any
designer tools, for example, Form Designer and any Reporting applications.
Note: This dialog is not displayed from the Login or Login Date forms as you must be logged in before any
session information becomes available.

SunSystems System Basics | 28

 Using forms

Note: A login that is not linked to a Business Unit does not display any Business Unit specific information.
The information, if applicable, comprises:
• Application Server Name
• Business Unit Code
• Ledger
• Financials Current Period
• Login Date
• Operator Code
• Business Unit Name
• User Name
• Inventory Current Period
• Purchase Current Period
• Sales Current Period
• Registered User
• Serial Number
• Database Name
• SunSystems Version
• SunSystems Patch Version

Opening a form
You can use the Function Selection List or click a menu item hyperlink to launch a SunSystems function and,
where applicable, select the form you want to use.

Find Form List

Depending on your setup you may be presented with the Find Form List form where you must select a form
for the function you require.
If you select the Don't ask me again check box, the next time you use the shortcut the Find Form List is
bypassed and the form previously selected for that function is opened by default. If you need to change this
default setting you must use the Reset Default Form function.
Note: If you attempt to open a particular function for which no form has been created the following error
message is displayed: Error status 0027 returned from forms handler, function ID SALQ, form.

Completing forms
To move from one field to the next, use the Tab key or use the mouse to place the cursor in the field you want
to complete. This is the standard way of moving between fields in Windows applications.

SunSystems System Basics | 29

 Using forms

To move between groups of fields on a form, press Enter or click OK to validate your entries so far. This
ensures that your data is checked for invalid entries at regular intervals.
If you choose File, Exit or the Exit button, SunSystems attempts to validate your entries. If you do not want
to save any changes, click Cancel.

Entering Data in Grids

You can type into text fields or select from drop-down lists, calendars or query windows; however, option
buttons are represented as drop-down lists and check boxes appear in separate columns of the grid.
You may find it easiest to use the grid to navigate to the record you require, then switch to the form view to
amend data. This is only possible if the function you selected is able to display both views.
Note: Some forms have been designed with grid entry as the standard entry method, and, for convenience,
some functions have been designed so that you can use grid and form entry simultaneously.

Scrolling through Auto-complete Data

Use the F3 key to scroll through a list of auto-complete data for the current field type. This may facilitate data
entry if you are entering several lines of the same type.
Note: This scroll only applies to information stored in database tables.
Note: You can only scroll through values you have entered since you opened the form. After you close the
form, entries are no longer cached.

Auto-complete to End of Record

The Shift + F7 key combination can be used to copy the values in the fields from the current cursor position
to the end of the record or screen.
The F7 key can then be used to paste the stored values from the current cursor position.
Note: If F7 is pressed when the cursor is not at the same position as Shift + F7, unexpected results may occur.
An important use of the Shift + F7 and F7 combination is when creating similar records within a static data
maintenance function.
Note: F7 is slightly different to the equivalent functionality from SunSystems 4, as it does not copy the
previous record, but the stored values from the last entry of Shift + F7.

Overriding the Numeric Key Pad Enter Key - Windows client only
If you frequently enter data via the numeric keypad you may find it useful to change the Enter key to act as
a Tab key.
Select Tools > Options to display the Optionsdialog. Expand the User Interface settings category, and select
the Override Numeric Pad Return check box.

SunSystems System Basics | 30

 Using forms

Closing a form
Some forms close automatically when you finish entering data.
To close a form, click Exit.
If the form is currently being edited, the Exit button is deactivated. Click Cancel to stop editing the form and
to activate the Exit button. If you change the form data and then click Cancel, a message advises you that
data will be lost. If appropriate, confirm you want to continue the cancel.
You can also close a form using the standard Windows button or keyboard shortcuts:

1 Click the Close button.

2 From the File menu select Exit.

Navigation buttons
Navigation buttons are included on forms where there are likely to be more than one record.

The order of the buttons is as follows:

• First - Displays the first record

• Back - Displays the previous record

• Next - Displays the next record

• Last - Displays the last record.

Note: If you are running SunSystems in Infor Workspace, the colour of the buttons may be different.

Menus
The menus in SunSystems follow the conventions used by most MS Windows applications. For example, to
copy information, highlight the information to be copied and then from the Edit menu select Copy.
The following menus are available in all SunSystems forms:
• File
• Edit
• View

SunSystems System Basics | 31

 Using forms

• Tools
• Actions
• Help.
The options on these menus may change according to the particular form you are using. It is possible to
configure SunSystems security so that certain menu options are unavailable to specified users.

Opening Menus Using the Mouse

You can open menus by clicking the menu name. When a menu is open, use the mouse pointer to select the
submenu or action required.

Opening Menus Using the Keyboard (Windows client only)

Each action has an access key. This is the underlined letter in the menu/action name. To open a menu using
the access key, press Alt + access key.

Tabs
CDO:/content/authoring/lsm1457708194416.xml
Tabs allow you to view related information on a single form.
To switch between tabs click a tab label. In the Windows client, you can then use the left and right arrow keys.
Note: The sample above is from the Purchase Business Setup (PBS) function.

Grids

A grid shows multiple records in spreadsheet format. This is useful for example for comparing data or checking
whether a record already exists.
Grids can be used in the same way as most MS Windows spreadsheets: you can resize the columns, highlight
rows, and scroll to different areas.

SunSystems System Basics | 32

 Using forms

Resizing columns
To resize a column move the cursor to the right-hand edge of a column heading. The cursor should change
to a dual-ended arrow. Drag the column to the required size. In the Windows client, double-click the dual-ended
arrow to automatically resize a column.

Freezing columns (Windows client only)

To freeze one or more columns of data so that they remain visible, right-click on the column heading and
select Freeze Pane/Unfreeze Pane from the shortcut menu.
Note: All columns to the left of the selected column will be frozen/unfrozen as well.

Resizing rows
To resize rows in the grid, select a size from the (…) menu above the grid. By default, the row size is set to
Small.

Changing the number of records displayed

To change the number of records that are displayed per page, select a value from the menu below the grid.
Select the value - to set the default number of records, which is determined by your row size setting and your
screen resolution.

Action buttons
Most SunSystems forms contain buttons which allow you to perform simple tasks by clicking the buttons on
the form. The most common of these buttons are OK and Cancel, which you can use to save or abandon
changes.
Many static data setup forms include the following actions buttons:

Button Description
OK Confirms an action.
Cancel Cancels an action.
Clear Screen Removes all the information from the current form.
Amend Allows you to amend a record.
Insert Allows you to create a new record
Note: After you have inserted a new record in a
static data setup form it is advisable to select one
of the following from the Actions menu: First, Last
or Clear Screen. If you do not do this you may find
that your records are out of Sequence when using
the navigation buttons or the Query button.

SunSystems System Basics | 33

 Using forms

Button Description
Delete Deletes the currently displayed or selected record.
Exit Closes the form and returns to the SunSystems menu
panel.

There are many additional predefined action buttons which are function dependent. Form Designer allows
you to choose which action buttons you would like to have on a form. Form Designer is available in the
SunSystems Windows client only.

Command buttons
Command buttons provide a rapid means of accessing functions or applications directly from the current
form. By clicking a command button, you can open another form or run an automated task without needing
to navigate through menus.
There are two different types of command buttons:
• Function Command buttons allow you to open any other SunSystems functions or forms
• Application Command buttons allow you to open any applications, such as Microsoft Excel. Application
Command buttons are available in the SunSystems Windows client only.
Note: Form Designer allows you to add function and application command buttons on to forms. Form
Designer is available in the SunSystems Windows client only.

Query button
The Query facility is available from certain fields that access static data records. It allows you to search for
and select an existing record. By default the records are sorted by their code.

Button Client
Windows client

Web

User definable lookups can be created by configuring search criteria on the following query routines:
• Address
• Supplier
• Customer
• Item
• Account
• Asset

SunSystems System Basics | 34

 Using forms

To configure a query, create an SSQSEL form in Form Designer that contains the parameters for which you
would like to search. For example, if you want to search for a combination of Post Town, Telephone Number,
and the First Line of Address on the Address Query, you would create a form called SSQSEL for the function
Address (VW5138) containing those three fields.

Note: You must log off and on again before the form is detected.
You can use any field on the base table as a search parameter, with a maximum limit of 20 fields, but cannot
use data from any related tables in the function. For example, for the Customer Query any field from the main
Customer table can be used but not fields from the Contact/Tax related tables that are also included within
the static data function. If any of those are put on the SSQSEL form they will be disabled.
Use the Query button or the F5 key, for example from the Address Code fields, to display the SSQSEL Query
form. This window displays data specific to the field you are searching on.
Select the row you require and click OK. The Query window closes and the highlighted record appears in the
field.
Note: If a query field is located within a grid in the Windows client, the icon is displayed in the column heading.
Note: Using single-byte and double-byte characters in lookups (which are Primary and Secondary database
keys) can cause errors or produce inaccurate results when used for range checking (in selecting, deleting and
printing) and sorting. For example, an error occurs when using double-byte Japanese or Chinese characters
in the Lookup Codes in Analysis Codes.
If no data is found or you choose to search again using Clear Screen, the SSQSEL form is presented again so
you can enter your revised search criteria. You can continue to enter a partial code in the main field before
pressing F5 when the system immediately attempts to display the matching rows without presenting the
selection criteria form. Wild cards such as % can be used in alphanumeric fields. For example, %b%v in a
description field would find any record that had a b and a v within its description field.
Note: Setting the SSQSEL form up is a system wide setting and all users can use the new query parameter
form when the query is invoked.
Note: Deleting the SSQSEL form will trigger the system to revert to the old query mechanism.

Data Dictionary Lookups

For certain forms such as Event Profiles, the query button displays a Data Dictionary Lookup form. These
forms allow you to select the data you require.

Keystrokes
The following keys can be used in SunSystems to speed up forms entry:
Note: These keystrokes cannot be used in the SunSystems designer tools (for example, Form Designer (FRD),
Formula Designer (FMD), Filter Designer (FLD)) nor in the Reporting applications.

SunSystems System Basics | 35

 Using forms

Windows client

Button Description
F1 Help Formats on page 8
F2 Tools > Options Updating Windows client options
on page 26
F3 Scroll through Auto-complete Data Completing
forms on page 29
F4 Display Calendar Fields on page 37
F5 Query Query button on page 34
F6 View Active Sessions Active sessions on page 25
F7 Paste Auto-complete to End of Record Completing
forms on page 29
Shift + F7 Copy Auto-complete to End of Record Completing
forms on page 29
F8 System Information System Information (Windows
client only) on page 28
F9 OK Action buttons on page 33
F11 Calculator Standard toolbar on page 39
Shift + + Populates Transaction Date in Ledger Entry

Web client and Infor Workspace

Button Description
F1 HelpFormats on page 8
F2 Tools > OptionsUpdating Windows client options
on page 26
F3 Scroll through Auto-Complete DataCompleting forms
on page 29
F5 QueryQuery button on page 34
F7 Paste Auto-Complete to End of RecordCompleting
forms on page 29
Shift+F7 Copy Auto-Complete to End of RecordCompleting
forms on page 29
T Populates Transaction Date in Ledger Entry

SunSystems System Basics | 36

 Using forms

Fields
The fields SunSystems forms allow you to enter, amend or view data. The main types of field are:
• Text fields
• Drop-down lists
• Check boxes
• Radio buttons
• Calendars (web client and Windows client)

Text fields
Text fields allow you to type any text, for example a description for a journal.
For example,

Drop-down lists
Drop-down lists contain a predefined list of valid options from which you can choose. You cannot enter any
value that does not appear in the list. For example, the account type box might contain a drop-down list
including only the valid SunSystems account types.
For example,

Check boxes
Check boxes are used to switch an option on or off. If a check box is blank, the option is switched off; if it
contains a tick, the option is on.

Radio buttons
Radio buttons are used to switch an option on or off within a group where only one option is valid at any one
time. For example, a selection may be Optional, orMandatory, or Prohibited, but it could not logically be more
than one of these. If a radio button is blank, the option is off; if it contains a solid circle, the option is on.
For example,

Calendars
Calendar fields allow you to select dates from a calendar. Click the drop-down arrow to display the calendar.
Use the left and right arrows in the calendar to move to previous and next months respectively.

SunSystems System Basics | 37

 Using forms

Web client

Click the tools icon to display the month and year dialog which enables you to select specific months and
years.

Windows client

SunSystems System Basics | 38

 Using forms

Use the left and right arrows to move to previous and the next months respectively.
You can also click F4 to display the calendar.
To change the date in the selected field, select the required date and click Update.

Zooming in and out (Web client only)

In the Web client, you can zoom in and out of a form by holding down the Alt and Shift keys, and pressing
the '-' minus key to zoom out, and the '+' plus key to zoom in.
If you open a new tab, or run a new session on the same machine, the form view is reset to the default.
If you use a single tab and have zoomed in or out of a form, and then close it and open a new form, the form
will be zoomed in or out based on the last zoom setting.

Toolbars
The Toolbar, when enabled, is located under the menu bar. The buttons on the toolbar provide a rapid means
of carrying out an action, without the need to navigate through menus.
Note: If you are not sure what a button does, hover your pointer over it to see a tooltip describing the button's
function.
There are two basic toolbars:
• Standard
• Actions.
The Actions toolbar appears when a function form is displayed in the current session.

Standard toolbar
The Standard Toolbar contains buttons for navigation, calculator, query form properties, help, reports and
exit.

Navigation - Windows client

Use the Go to Start button to move to the Initial Panel as defined in Tools > Options.

SunSystems System Basics | 39

 Using forms

Navigation - Web client and Infor Workspace

Use the Go Backwards button to move backwards through your browser history.
Use the Go Forward button to move forward through your browser history.
Note: The Backwards and Forwards buttons are only active in a browser panel.

Calculator - Windows client only

Use the Calculator button to display a calculator. Alternatively, from the Tools menu select Calculator or
press F11.

Query Form Properties - Windows client only

Use this button to retrieve diagnostic information on the current form or an element of the current form.
Alternatively, from the Help menu select Query Form Properties.

Help
Use the Help button to open the Help file. Alternatively, press the F1 key.

Button Client
Windows

Web

Report
Use the Report button to generate the report associated with the current form.

Button Client
Windows

Web

Exit

Some windows include an Exit toolbar button. Use this button or click Exit to close the form.
Note: Some toolbars also include page navigation buttons.

SunSystems System Basics | 40

 Using forms

Actions toolbar
The Actions toolbar holds action buttons for the form currently being used. SunSystems updates the Actions
toolbars when you invoke a function.

Action Use Windows Web Client

Client
Save draft Use Save draft for a new record to prevent any reference
by transaction data or other static data until the status
is changed to Open.
Insert Use Insert to add a new record

Amend Use Amend to make changes to the current record dis-

played in the form.
Clear Screen Use Clear Screen to remove all information from the cur-
rent form. This does not remove the record from the
database; it clears the information to allow you to add a
new record.
Delete Use Delete to remove the record from the database.

SunSystems System Basics | 41

 Inquiring on data

Chapter 6: Inquiring on data

Within SunSystems, Control Desks are used for all inquiries.

Control Desks functionality is installed automatically as part of the SunSystems installation.

SunSystems System Basics | 42

 The PK1 demonstration database

Chapter 7: The PK1 demonstration database

The PK1 business unit is a fully operational demonstration database that is provided in multiple languages.
You can use it to familiarize yourself with the system before using your live data.
If required, a system administrator can use Database Utilities to restore the default PK1 business unit. See
the SunSystems Upgrade Guide for more information.
Note: The PK1 database is intended for familiarization and demonstration purposes only and might be
overwritten with the default PK1 data during a patch set upgrade. If you require customized PK1 records,
then we recommend that you use PK1 to create a new template business unit.

SunSystems System Basics | 43