Difference between revisions of "Adding options to custom menus"

Latest revision as of 05:28, 18 April 2019

Summary

This article explains how to add items to custom menus, such as programmes, report generator reports, data import templates and macros.

More Information

Go to " Reports & Settings Maintenance Options Add or Edit Custom Menus".

Creating a New Menu

Press [Add] or <F6>.
At "Menu", type a code for the menu. You have five characters for this.
At "Name", type a description of the menu. This will be what you see on the menus.

Adding to an Existing Menu

At "Menu Items", press [Add].
At "Type", choose from the available types below.

Menu Types

Program

Choose 'Program'.
At "Item", enter the full or part of the program name followed by <Enter> or search for the program you want using <Ctrl+F1>.

Report Generator Reports

Choose 'Report'.
At "Item" at the top dropdown list, choose the system from which the report you want is located.
At "Item" at the bottom dropdown list, choose whether the report you want is a 'User' or 'System' report.
At "Item" to the right of the bottom dropdown list, enter the three character code for the report. You can search for available reports here using <Ctrl+F1>.

Data Import Templates

Choose 'Data Import'.
At "Item", enter the code for the data import template you want. You can search for codes here using <Ctrl+F1>.

Macros

Choose 'Macro'.
At "Item", use the <Ctrl+F1> search to find the macro you want to use.

Shortcuts

Choose 'Shortcut'.
At "Item", enter the whole or part of the description of the shortcut you want followed by <Enter>. You can search for available shortcuts here using <Ctrl+F1>.
If a shortcut you want to add does not exist, follow the Creating a New Shortcut instructions.

Header

Choose 'Header'.
At "Item", use the <F1> and <Shift+F1> keys to scroll and find the header group you want to edit from the menu.

Message

Choose 'Message'.
At "Item", use the <Ctrl+F1> key to find a print record that is used to send out SMS messages or one that sends emails.

Saving Changes

Press <Esc> or [Done] to exit. Click [Accept] to save your changes.

@@ Line 1: / Line 1: @@
-{{Review}}
+== Summary ==
-==Summary==
 This article explains how to add items to custom menus, such as programmes, report generator reports, data import templates and macros.
-==More Information==
+== More Information ==
-*Go to Reports & Parameters -> Maintenance Options ->Add or Edit Custom Menus.
+Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Custom Menus}}.
-== Creating a new menu ==
+=== Creating a New Menu ===
-*Type a code for the menu. You have five characters for this.
+*Press {{Button|Add}} or {{KeyPress|F6}}.
-*Type a description of the menu. This will be what you see when you log in.
+*At {{DataPrompt|Menu}}, type a code for the menu. You have five characters for this.
+*At {{DataPrompt|Name}}, type a description of the menu. This will be what you see on the menus.
-== Adding to an existing menu ==
+=== Adding to an Existing Menu ===
-*Search for the menu to which you want to add the item.
+*At {{DataPrompt|Menu Items}}, press {{Button|Add}}.
+*At {{DataPrompt|Type}}, choose from the available types below.
-===Programmes===
+=== Menu Types ===
-*To add a programme, move the cursor to the left of the field that you arrive on.
+==== Program ====
-*Type {{DataValue|P}} and press {{KeyPress|Enter}}.
+*Choose {{DataValue|Program}}.
-*Search for the programme that you want to add.
+*At {{DataPrompt|Item}}, enter the full or part of the program name followed by {{KeyPress|ENTER}} or search for the program you want using {{KeyPress|C-F1}}.
-===Report Generator Reports===
-*To add a report, move the cursor to the left of the field that you arrive on.
-*Type {{DataValue|R}} and press {{KeyPress|Enter}}.
-*Type the system from which you want to get the report, e.g. {{DataValue|ST}} for Stock, {{DataValue|RP}} for Accounts, {{DataValue|OP}} for Order Processing, {{DataValue|WS}} for Workshop and so on.
-*Type {{DataValue|U}} for a User Report, {{DataValue|S}} for a System Report.
-*Type the report code that you want to use. You can search for the reports from here.
-===Data Import Templates===
-*To add a data import template, move the cursor to the left of the field that you arrive on.
-*Type {{DataValue|D}} and press {{KeyPress|Enter}}.
-*Type the code of the data import template that you want. You can search for them from here.
-===Macros===
-*To add a macro, move the cursor to the left of the field that you arrive on.
-*Type {{DataValue|M}} and press {{KeyPress|Enter}}.
-*You will need to search for the macro identity since this is an eight digit number.
-==Saving Changes==
-Press {{KeyPress|ESC}} to exit. Click {{Button|Accept}} to save your changes.
-==See also==
+==== Report Generator Reports ====
-*[[Why can't a new employee see an existing menu?]]
+*Choose {{DataValue|Report}}.
-*[[How do I set up a New User?]]
+*At {{DataPrompt|Item}} at the top dropdown list, choose the system from which the report you want is located.
+*At {{DataPrompt|Item}} at the bottom dropdown list, choose whether the report you want is a {{DataValue|User}} or {{DataValue|System}} report.
+*At {{DataPrompt|Item}} to the right of the bottom dropdown list, enter the three character code for the report. You can search for available reports here using {{KeyPress|C-F1}}.
-{{FAQ}}{{KB_Tags|Custom Menus, Macros, Report Generator, Reports, Data Import, Templates}}{{KB_RGen}}{{KB_IM}}{{ZN_Admin}}
+==== Data Import Templates ====
+*Choose {{DataValue|Data Import}}.
+*At {{DataPrompt|Item}}, enter the code for the data import template you want. You can search for codes here using {{KeyPress|C-F1}}.
+==== Macros ====
+*Choose {{DataValue|Macro}}.
+*At {{DataPrompt|Item}}, use the {{KeyPress|C-F1}} search to find the macro you want to use.
+==== Shortcuts ====
+*Choose {{DataValue|Shortcut}}.
+*At {{DataPrompt|Item}}, enter the whole or part of the description of the shortcut you want followed by {{KeyPress|ENTER}}. You can search for available shortcuts here using {{KeyPress|C-F1}}.
+* If a shortcut you want to add does not exist, follow the [[Can I add shortcuts to Platinum menus?|Creating a New Shortcut]] instructions.
+==== Header ====
+*Choose {{DataValue|Header}}.
+*At {{DataPrompt|Item}}, use the {{KeyPress|F1}} and {{KeyPress|S-F1}} keys to scroll and find the header group you want to edit from the menu.
+==== Message ====
+*Choose {{DataValue|Message}}.
+*At {{DataPrompt|Item}}, use the {{KeyPress|C-F1}} key to find a print record that is used to send out SMS messages or one that sends emails.
+=== Saving Changes ===
+Press {{KeyPress|ESC}} or {{Button|Done}} to exit. Click {{Button|Accept}} to save your changes.
+== See also ==
+* [[Why can't a new employee see an existing menu?]]
+* [[Can I add shortcuts to Platinum menus?]]
+* [[Editing custom menus]]
+{{KB_Tags|custom menus, macros, report generator, reports, data import, templates, add, adding}}
+{{Guide}}{{ZN_Admin}}