Basics

An Easy Start with proALPHA

As the producer, proALPHA knows its ERP system like no one else. In order to be able to work efficiently, the user must become one with the system. Therefore, we would love to share our know-how with you. New users can make themselves familiar with proALPHA using the information provided in this section.

Academy Seminar Calendar

Are you interested in the proALPHA Academy's comprehensive seminars? Here you can find the right seminar for you.

Go to the Seminar Calendar

Working with proALPHA – Information for Beginners and Switchers

In order to give you an easy start with proALPHA, we have put together comprehensible and precise pieces of information about various topics. This helps you make yourself familiar with the software and its functions. Users who have switched from an older proALPHA version to this version can also benefit from the information given in the Basics.

 

 

proALPHA UI

The software's functional design and intuitive user guidance enable users to efficiently work with proALPHA. Detailed explanations of the proALPHA user interface can be found in the proALPHA Application Guide. For example, you can obtain information on the main window and its elements, and look up the meaning of icons.

Topic: proALPHA GUI

Basic Knowledge

Complete routine work professionally in the shortest possible time! You can achieve this with basic knowledge of proALPHA. It teaches you the most basic functions in proALPHA. To this end, the information is structured in an easily comprehensive way, so that new users too can quickly understand the relevance and use of the function in question.

Topic: Basic knowledge

Cross-Module Data & Functions

proALPHA offers a variety of useful features that support and speed up cross-departmental and cross-company work, e.g. WorkflowAutomation and Integration Workbench (INWB). These functions and many more are described in detail in this topic. This helps you use proALPHA to its full extent.

Topic:  Cross-module data and functions

Data Exchange

proALPHA supports you in handling your business processes digitally by means of various data exchange formats. This allows you to exchange document data with business partners in various ways, e.g. via EDI. The integration platform INWB enables you to replicate data to other companies, thereby ensuring consistent master files.

Topic:  Data exchange

Operating proALPHA – First Questions and Answers

To help you get started with proALPHA, we have put together the most frequent questions that occur when users work with proALPHA for the first time. In the event you have other questions, you can browse through our FAQ.

 

 

proALPHA can be adapted to the tasks and requirements of individual users by means of various settings. For instance, you can define general settings on the proALPHA control bar, e.g., settings for the data entry or your proALPHA password. Specific functions of the proALPHA Navigator can be defined directly in the individual elements, e.g. in the ToDo list.

To learn more about this, go to the topic: User settings

You can change the font size in your user settings. There you go to the "Basic Settings" section and adjust the "Font Size" field according to your requirements.

To learn more about this, go to the topic: User settings

The language used for displaying the UI of proALPHA is defined in the user's master files. The user master files are created and updated by your system administrator, who can also define the UI language and change it if required. When you log into proALPHA you can choose the desired language in the login window. The UI of proALPHA is then displayed in another language than the one defined in the user master files.

To learn more about this, go to the topic: Languages

The navigator provides central access to programs and tasks. The programs are sorted by modules and arranged in a tree structure in the program selection of the proALPHA Navigator. Your system administrator defines the programs you can access with the respective access privileges.

To learn more about this, go to the topic: Programs

Depending on the type of program, there are various possibilities for searching the programs for data. In master files windows, for instance, you can browse through the records or call up overviews in which you can search for the desired records.

To learn more about this, go to the topic: Searching for data

You can define programs which you frequently use as favorites in order to quickly access them. The programs can be easily called up from the favorites. For a better overview, you can group the programs according to your requirements, e.g., by modules.

A program can be manually defined as a favorite. A program call for the program is defined in the favorites. The program is marked with a star in the program selection. Programs can also be automatically defined as favorites.

To learn more about this, go to the topic: Favorites

Icons enable a simple and intuitive operation of proALPHA. They indicate the purpose of programs, e.g., the entry and update of master files. These icons are called program icons.

Buttons to call up frequently used functions are generally grouped in the toolbar in the proALPHA windows. These are just called icons.

To learn more about this, go to the topic: Icons

Standard Windows shortcuts are available for the operation of proALPHA with the keyboard. Shortcuts make your work more convenient and efficient. For instance, <Ctrl+A> opens an overview for searching for records. With <Ctrl+N> you create a new record or part line in a document.

To learn more about this, go to the topic: Operation with keyboard

If you have opened many proALPHA windows, you can move some windows from the proALPHA main window to your second screen. To do so, move the tab of a window from the main window to an external window. You can then move the external window to the second screen. This is useful, for example if you want to view the data of several windows at the same time.

To learn more about this, go to the topic: Working area

Master files form the basis for mapping the business activities of your company in proALPHA. Master files contain the most important data, e.g. of customers and suppliers or goods and services of your company.

Master files are usually created manually. For instance, you can enter a master files record for a customer. In the master files record, you enter the data of the customer, e.g. the address or business agreements with the customer. Master files are used in the different modules, e.g. if invoices are created for a customer in sales, or if a payment received from the customer is posted in financial accounting.

To learn more about this, go to the topic: Master files

In proALPHA, documents are used for mapping business activities. For this purpose, data on goods and services that your company purchases, manufactures and sells, for example, are entered in documents.

For mapping the individual steps of a business activity, there are different types of documents, e.g. purchase orders and orders, in the various modules like Sales and Purchasing. Documents may contain different data; for example, an order contains the data on goods and services that a customer has ordered from your company. There are two ways for entering documents: manually or automatically.

To learn more about this, go to the topic: Documents

Tips for proALPHA

These tips will make the handling of proALPHA even more convenient. Why don't you try it out for yourself?

Starting proALPHA

If you start proALPHA without separate login, you cannot choose the language for the GUI. If you still want to use proALPHA conveniently in various languages, you can ask your system administrator to set up various start links with the respective languages.

Topic "Working with proALPHA"

Defining Favorites

If you want to define several related programs as favorites, e.g. programs for part master files, you can first find the programs with the program search. Then you can add the desired programs to your list of favorites directly from the hit list.

Topic "Favorites"

Opening Scenarios

If you do not want to use your scenarios, you can prevent the scenarios from being loaded. To do so, press the <Ctrl> key when the proALPHA start screen is displayed. During the working session, you can then adjust the window arrangement but not save it as a scenario.

Topic "Scenarios"

Using the Menu Designer

Various menus of proALPHA windows can be expanded user-specifically in order to easily access information or functions in other windows. For instance, the "Parts" info window can be expanded by menu items which provide additional information, such as storage areas or prices.

Topic "Windows"