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Spreadsheet Server for use with BPCS - Global Software, Inc.

Spreadsheet Server for use with BPCS - Global Software, Inc.

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15<br />

<strong>Spreadsheet</strong> <strong>Server</strong> <strong>for</strong> <strong>use</strong> <strong>with</strong> <strong>BPCS</strong> - Release V12 R4 M11<br />

3.3 Control Panel Overview<br />

The <strong>Spreadsheet</strong> <strong>Server</strong> Control Panel is a central panel from which multiple functions can be accessed. Some of<br />

these functions may also be accessed from the S<strong>Server</strong> menu <strong>with</strong>in Excel. Below is a list and general description<br />

of the functions which can be initiated from the Control Panel.<br />

Function Description Refer to <strong>for</strong> more in<strong>for</strong>mation<br />

Control Panel<br />

File<br />

Exit<br />

Cache<br />

View balances <strong>for</strong> a selected account or accounts, and<br />

subsequently drill down to the journals supporting the<br />

balances.<br />

Close the Control Panel.<br />

View Account Balances<br />

Control Panel - Cache Options<br />

View PC Cache View balances currently stored in the PC Cache file. Review/Refresh PC Cache<br />

Clear PC Cache<br />

Clear balances currently stored in the PC Cache file.<br />

Accounts Profile Identify accounts to which the <strong>use</strong>r has authority to Account Security<br />

access.<br />

Segment Lists Add, modify, delete, and lock segment lists. Create/Maintain Segment Lists<br />

List Accounts<br />

Settings<br />

Load Local Data<br />

Help<br />

User Manual<br />

Register Sample<br />

DSN<br />

About<br />

Generate a list of existing accounts. Filtering is<br />

available to control which accounts are listed.<br />

Define various criteria to control processing <strong>for</strong> the<br />

<strong>use</strong>r. Criteria includes but is not limited to: general<br />

options, ledger specific criteria, processing quarters,<br />

warning controls, database locations, ad hoc queries,<br />

and per<strong>for</strong>mance statistics.<br />

Download account balance in<strong>for</strong>mation into a local<br />

database, allowing <strong>for</strong> optimized calculation speeds.<br />

Connect to <strong>Global</strong>'s On-Line Help web page, where<br />

have access to HTML and PDF versions of the<br />

<strong>Spreadsheet</strong> <strong>Server</strong> User Manual.<br />

Not applicable <strong>for</strong> <strong>BPCS</strong> databases.<br />

Display company and product in<strong>for</strong>mation. From this<br />

panel, also have access to <strong>Global</strong>'s website <strong>for</strong> online<br />

manuals, product updates and other in<strong>for</strong>mation.<br />

List Accounts<br />

User Settings<br />

Load Local Data<br />

Control Panel - Help Options<br />

To Access the Control Panel:<br />

1. From the desktop, click Start>Programs><strong>Global</strong> <strong>Software</strong> <strong>Spreadsheet</strong> <strong>Server</strong>><strong>Spreadsheet</strong> <strong>Server</strong> Control<br />

Panel. The Sign On to <strong>Spreadsheet</strong> <strong>Server</strong> dialog box appears.<br />

2. On the Sign On dialog box, specify the appropriate data (see Starting <strong>Spreadsheet</strong> <strong>Server</strong>) and click OK. The<br />

<strong>Spreadsheet</strong> <strong>Server</strong> Control Panel appears.

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