Difference between revisions of "Adding options to custom menus"
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*To add a report, move the cursor to the left of the field that you arrive on. | *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 {{DataValue|R}} and press {{KeyPress|Enter}}. | ||
| − | *Type the system from which you want to get the report | + | *Type the system from which you want to get the report. |
| + | ** {{DataValue|IM}} - {{IM}} | ||
| + | ** {{DataValue|NL}} - {{NL}} | ||
| + | ** {{DataValue|OP}} - {{OP}} | ||
| + | ** {{DataValue|PL}} - {{PL}} | ||
| + | ** {{DataValue|PP}} - {{PP}} | ||
| + | ** {{DataValue|PR}} - {{PR}} | ||
| + | ** {{DataValue|SL}} - {{SL}} | ||
| + | ** {{DataValue|SP}} - {{SP}} | ||
| + | ** {{DataValue|ST}} - {{ST}} | ||
| + | ** {{DataValue|TI}} - {{TI}} | ||
| + | ** {{DataValue|VS}} - {{VS}} | ||
| + | ** {{DataValue|WS}} - {{WS}} | ||
*Type {{DataValue|U}} for a User Report, {{DataValue|S}} for a System Report. | *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. | *Type the report code that you want to use. You can search for the reports from here. | ||
==== Data Import Templates ==== | ==== 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 {{DataValue|D}} and press {{KeyPress|Enter}}. | ||
*Type the code of the data import template that you want. You can search for them from here. | *Type the code of the data import template that you want. You can search for them from here. | ||
==== Macros ==== | ==== 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}}. | *Type {{DataValue|M}} and press {{KeyPress|Enter}}. | ||
*You will need to search for the macro identity since this is an eight digit number. | *You will need to search for the macro identity since this is an eight digit number. | ||
| Line 42: | Line 54: | ||
*[[How do I set up a New User?]] | *[[How do I set up a New User?]] | ||
| − | {{FAQ}}{{KB_Tags|Custom Menus, Macros, Report Generator, Reports, Data Import, Templates | + | {{FAQ}}{{KB_Tags|Custom Menus, Macros, Report Generator, Reports, Data Import, Templates}}{{ZN_Admin}} |
Revision as of 08:38, 28 August 2008
Contents
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 & Parameters" -> "Maintenance Options" -> "Add or Edit Custom Menus".
Creating a New Menu
- Type a code for the menu. You have five characters for this.
- Type a description of the menu. This will be what you see on the menus.
Adding to an Existing Menu
- Search (using <Ctrl+F1>) for the menu to which you want to add the item.
Menu Types
Programmes
- To add a programme, move the cursor to the left of the field that you arrive on.
- Type 'P' and press <Enter>.
- Search for the programme that you want to add.
Report Generator Reports
- To add a report, move the cursor to the left of the field that you arrive on.
- Type 'R' and press <Enter>.
- Type the system from which you want to get the report.
- 'IM' - Data Import
- 'NL' - Nominal Ledger
- 'OP' - Order Processing
- 'PL' - Purchase Ledger
- 'PP' - Personnel Planning
- 'PR' - Payroll
- 'SL' - Sales Ledger
- 'SP' - Sales Prospecting
- 'ST' - Stock Control
- 'TI' - Logistics Management
- 'VS' - Unit Sales
- 'WS' - Workshop
- Type 'U' for a User Report, '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 'D' and press <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 'M' and press <Enter>.
- You will need to search for the macro identity since this is an eight digit number.
Saving Changes
Press <Esc> to exit. Click [Accept] to save your changes.
See also
