Difference between revisions of "Adding options to custom menus"
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==Summary== | ==Summary== | ||
This article explains how to add items to custom menus, such as programmes, report generator reports, data import templates and macros. | 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 "Reports & Parameters" -> "Maintenance Options" -> "Add or Edit Custom Menus". |
| − | == Creating a | + | == Creating a New Menu == |
*Type a code for the menu. You have five characters for this. | *Type a code for the menu. You have five characters for this. | ||
| − | *Type a description of the menu. This will be what you see | + | *Type a description of the menu. This will be what you see on the menus. |
| − | == Adding to an | + | == Adding to an Existing Menu == |
| − | *Search for the menu to which you want to add the item. | + | *Search (using {{KeyPress|C-F1}}) for the menu to which you want to add the item. |
| − | ===Programmes=== | + | === Programmes === |
*To add a programme, move the cursor to the left of the field that you arrive on. | *To add a programme, move the cursor to the left of the field that you arrive on. | ||
*Type {{DataValue|P}} and press {{KeyPress|Enter}}. | *Type {{DataValue|P}} and press {{KeyPress|Enter}}. | ||
*Search for the programme that you want to add. | *Search for the programme that you want to add. | ||
| − | ===Report Generator Reports=== | + | |
| + | === Report Generator Reports === | ||
*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}}. | ||
| Line 23: | Line 23: | ||
*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. | *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. | *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. | ||
| − | ==Saving Changes== | + | |
| + | == Saving Changes == | ||
Press {{KeyPress|ESC}} to exit. Click {{Button|Accept}} to save your changes. | Press {{KeyPress|ESC}} to exit. Click {{Button|Accept}} to save your changes. | ||
| − | ==See also== | + | == See also == |
*[[Why can't a new employee see an existing menu?]] | *[[Why can't a new employee see an existing menu?]] | ||
*[[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}}{{KB_RGen}}{{KB_IM}}{{ZN_Admin}} | {{FAQ}}{{KB_Tags|Custom Menus, Macros, Report Generator, Reports, Data Import, Templates}}{{KB_RGen}}{{KB_IM}}{{ZN_Admin}} | ||
Revision as of 16:02, 3 April 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.
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, e.g. 'ST' for Stock, 'RP' for Accounts, 'OP' for Order Processing, 'WS' for Workshop and so on.
- 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
