gen16: dynamics-gp navigation part 1
DESCRIPTION
GEN16: Dynamics-GP Navigation Part 1. Presented by: Howard Swerdloff Global Tower Partners. Workshop Objectives. Identify common system-wide features and navigation options in Microsoft Dynamics-GP. Set user preferences. - PowerPoint PPT PresentationTRANSCRIPT
GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
GEN16: Dynamics-GP Navigation Part 1
Presented by: Howard SwerdloffGlobal Tower Partners
GPUG Summit 2011– Las Vegas www.gpug.com
Workshop Objectives Identify common system-wide features
and navigation options in Microsoft Dynamics-GP.
Set user preferences. Use the navigation pane for quicker, easier
access to windows in Dynamics-GP. Use the Help menu options.
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Navigation Pane
Navigation Pane
Main Dynamics-GP Application
Window
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Basic Elements
Address Bar
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Help Menu
Help Menu
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Layout Button
Show additional Toolbars
Layout Button
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Basic Elements
Main Toolbar
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DEMONSTRATION
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Menus Microsoft Dynamics-GP or Application Menu
contains system related functions such as Maintenance, Reminders and User Preferences.
Transactions allows access to transaction entry screens.
Inquiry menu provides access to windows for viewing existing transactions (organized by series).
The Reports Menu provides access to create report options and print reports (organized by series)
The Cards Menu provides access to master records such as customers, vendors, chart of accounts.
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Menus
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Windows Menus File
– Allows access to print setup Edit
– Options to select, cut, copy and paste text items within a window
– Insert or delete rows in scrolling windows Tools
– Access to customization and integration tools– Most of these are available under the application menu as
well Help
– Access printable manuals, orientation training and window help
Additional menus in some windows (View, Additional, Options)
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Zoom Pointers and Link Fields Zoom Pointer
– Mouse turns into pointing hand when moving over certain fields
– These fields are called Link Fields Link Fields– Can appear in different colors depending on
your user preferences– 3 types of zoom or link fields
• Summary: view detailed information behind a summary
• Transaction: view the transaction behind transactional information
• Card zooms: view original setup information
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Lookup Button Lookup Buttons are used to display a lookup
window, showing all existing values for the field next to the button.
The following functions are available within lookup windows– Select or find a record– Open the setup window of the record– Create a new record– Expand displayed information– Change the sort order– Restrict the list of records
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Browse Buttons
Used to scan records displayed in a window Use the drop-down menu next to certain
browse buttons to select the order the records display in
First button moves to first record in the list Second moves to the previous record Third moves to the next record Fourth moves to the last record in the list
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DEMONSTRATION
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Expansion Buttons Used to view
additional information concerning the field it is attached to
An arrow visually indicates an expansion window
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Hide / Show Details Contract / Expands
the information in scrolling windows
Top button hides details
Bottom button shows details
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Date Fields Dates can be entered using the calendar
icon Clicking “today” at the bottom of the
calendar will select today’s date.– You can also right click and choose “go to
today” Enter the month and date to enter a date
in the same year Enter a day to default to the same month
and year
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User Preferences Apply to all
companies, but only the currently logged in user.
From the application menu, choose “User Preferences”
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User Preferences General Options– Horizontal Scroll Arrows– Default print destination for reports– Key used to move between fields– Default sales document type in Sales Order
Processing– Distributed Processes Option– Mapping Options
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User Preferences Other User
Preferences– Reminders
• Select applicable check box for each desired event and enter the number of days preceding the event for the reminder to display
• Click the new button to add custom reminders based on Smartlist.
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User Preferences Tasks– Click Task List from
the Reminders preferences window
– Use the task list to view a list of tasks the user assigned and the status
– Click “New Task” to open the task window and create a new task.
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DEMONSTRATION
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Navigation Pane Also called the
shortcut Bar Use to move within
Dynamics-GP without using a toolbar
3 components– Shortcuts– Lists– Series Buttons
Navigation Pane
Shortcuts
ListsSeries Buttons
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Navigation Pane Reminder: If you do not see the navigation
pane, select the layout button to the right of the address bar.
Customized per user Can be resized by dragging the right
border to the left or right. Additional series buttons can be displayed Shortcuts can be added.
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DEMONSTRATION
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Dynamics-GP Navigation
Thank you for attending!Howard Swerdloff
Global Tower [email protected]
http://www.linkedin.com/in/hswerdloff