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 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, 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

• 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