Getting Started

Navigating through i-Pak

 

Signing on to i-Pak

sign_on_screen3.jpg

Click on the i-Pak icon on your desktop.

If a shortcut for i-Pak is not on your desktop, Click on the button. Click on All Programs (or Program Files depending on your version) - click on the section. Click on the to launch the i-Pak software. Once you connect to the i-Series server, the i-Pak sign on screen will be displayed.

 

Type in  the User ID and password you were given and press Enter.

 

The i-Pak Master Menu will be displayed.

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Depending on your Security, some or all of the above options will be displayed.

 

Setting up i-Pak

The following is a listing of the Files that need to be set up for you to Get Started using i-Pak. They are listed in the order they should be set up (top to bottom, left to right) - this may not match the order on the menu. Click on each button to access the documentation for that file.

When creating your Master files, you want to make sure your codes are easy to remember for your users, easy to key, logical and informative. In addition, we suggest you do NOT use any special characters (like '.', '&', '*', blanks, etc) in the codes.

 

i-Pak User Security

 

Master Files - Accounting Master Files - Customer Service Master Files - Other
Company Code Customer Variable 3 Collections Master Files Menu
General Ledger Customer Variable 4 Operations Master Files Menu
Tax Body Expanded Variable 5 Master File Listing
Account Class Expanded Variable 6 Master Files History Inquiry
Priority Code Expanded Variable 7  
Cycle Code Expanded Variable 8  
Price List Expanded Variable 9  
Charge Code Street Suffix  
Prorate Code State/Country Code  
Note Pad Code Zip Code  
Action Code    
Messages    
Credit Card Code    
Aging Styles    
Fuel/Fee Surcharge    
Bin Type Code