Adding options to custom menus

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 when you log in.

Adding to an existing menu

• Search 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

• Editing Custom menus
• Why can't a new employee see an existing menu?
• How do I set up a New User?

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Keywords AND Misspellings

Custom Menus, Macros, Report Generator, Reports, Data Import, Templates