Scenarios
Scenarios
Querying on a vendor invoice
Rachel receives a call from a vendor about a missing payment on an invoice. She uses Banner Finance to investigate this claim. She types in the appropriate form code in the Direct Access field on the initial Banner Finance Menu page. She doesn't remember the vendor's number which is the key to the form, so she clicks on the Vendor button next to the vendor field. This brings up a new form where she types "Heavener%" to locate Heavener Hardware and Lumber and their associated vendor number. She presses the F8 key to run the query and then clicks the Select button to return to the initial search form. Here Rachel clicks her mouse in the first field below the line dividing the form, and the lower half populates with her inquiry results. The invoice number she is looking for isn't present on the display, but it appears that there are more entries because the screen is full of data. Exploring some with the interface, she finally locates the up/down scrollbar which is not visible until she scrolls all the way to the right with the left/right scroll bar. From here she sees that the check was issued yesterday.
+ doesn't require the user to try to remember such numbers
+ involves a simple query syntax, user's only have to know the wildcard symbol
- wildcard symbol is inconsistent with other systems use of *
- requires users to use an additional form for the search, adding complexity to the task
+ enables and encourage quick actions
+ corresponds to user's familiarity with keystroke command languages
- can easily be confused and attempted with a different type of querying
+ distinguish between searches and financial inquiries
+ correspond to different screen displays
- easily misunderstood and confused
- hard to locate
- inconsistent with other forms in Banner Finance
- when not visible incorrectly implies no further fields exist