Great Plains 8.0 is all
about ease-of use. One of these features is the
ability to boost productivity by configuring your
toolbar exactly the way you need it. Streamline your
navigation by making your highly used functions a
single click away, removing icons to the functions you don't need, and rearranging the
setup to mirror your business practices.
How to add a
toolbar
To add a predefined
toolbar, click View,
point to Toolbars,
and then click the toolbar that you want. A
check mark next to an item on the
Toolbar menu
indicates that the toolbar is currently
displayed.
The following table lists the toolbars and the
items on those toolbars.
|
Toolbar |
Commands |
|
Financial |
General
Transaction Entry |
| |
Quick
Journal Entry |
| |
Detail
Inquiry |
| |
Financial
Series Posting |
|
Sales |
Sales
Transaction Entry |
| |
Receivables
Transaction Entry |
| |
Receivables
Batch Entry |
| |
Cash
Receipts Entry |
| |
Sales Series
Posting |
|
Purchasing |
Purchase
Order Entry |
| |
Receivings
Transaction Entry |
| |
Enter/Match
Invoices |
| |
Payables
Transaction Entry |
| |
Payables
Series Posting |
|
Inventory |
Item
Transfer Entry |
| |
Item
Transaction Entry |
| |
Item
Maintenance |
| |
Inventory
Series Posting |
|
Human
Resources & Payroll |
Employee
Maintenance |
| |
Applicant |
| |
Payroll
Transaction Entry |
| |
Attendance
Transaction Entry |
| |
Benefit
Deduction Summary |
| |
Employee Pay
Code Maintenance |
|
Manufacturing |
Manufacturing Order Entry |
| |
Manufacturing Component Transaction Entry |
| |
Manufacturing Order Receipt Entry |
| |
Manufacturing Order Close |
| |
Quick MO's |
|
Project |
Project
Maintenance |
| |
Timesheet
Entry |
| |
Employee
Expense Entry |
| |
PA Purchase
Order Entry |
| |
PA
Receivings Transaction Entry |
| |
Billing
Entry |
|
Standard |
Navigation
Pane |
| |
SmartList |
| |
Clear |
| |
Select All |
| |
Insert Row |
| |
Delete Row |
|
User,Company, and User Date... |
User ID |
| |
Company Name |
| |
User Date |
|
Custom |
Add custom commands (windows) as needed |
How to customize a toolbar
You can use the Toolbar
Customization window (View / Toolbars / Customize) to
customize the toolbars that are available. You can:
-
Add or remove commands
such as deleting a row
-
Create a single-click
icon for any window in Great Plains
-
Customize the appearance
of commands and icons
These sample steps show
how to add the Bank Deposit window to the
Financial toolbar:
-
On the View
menu, point to Toolbars,
then click Customize.
-
In the Choose a
toolbar to modify
list, select Financial.
-
Click Add.
-
In the Menu
Groups box, click
Transactions.
-
In the
Categories/Commands
box, expand Financial.
-
Click Bank
Deposits, then click
OK.
-
Click OK
to close the Toolbar Customization window.
The following table
contains other toolbar customization options. To
perform each customization, you must first select the
toolbar that you want to modify in the Choose a
toolbar to modify box.
Then, go to the Controls
box, click the appropriate command, and follow the
designated procedure below. After you finish
customizing the toolbar, click OK
to save you changes and to close the window,. If you
ever wish to undo all of your changes, simple click
Reset Toolbar.
| Customization |
Procedure |
|
Delete a
command |
Click
Delete. |
|
Change the
order of the commands on a toolbar |
Click
Move Up or click
Move Down to
move the command to another position on the
toolbar. |
|
Rename a
command |
Point to
Modify Selection, and then click
Name to open
the Change Name window. Type a new name in
the New Name
box, and then click OK. |
|
Change a
command symbol |
Point to
Modify Selection, and then click
Change Button Image
to open the Change Icon window. Click the
symbol that you want to use, and then click
OK to save
your changes and to close the window. |
|
Show only
the name of the command on the toolbar |
Point to
Modify Selection, and then click
Text Only. |
|
Show only
the symbol for the command on the toolbar |
Point to
Modify Selection, and then click
Image Only. |
|
Show the
name of and the symbol for a command on the
toolbar |
Point to
Modify Selection, and then click
Image & Text. |
|
Use the
default style to show a command on the
toolbar |
Point to
Modify Selection, and then click
Default Style. |
|
Insert a
divider line |
Point to
Modify Selection, and then click
Insert Divider Line. |
|
Similar topics will be covered in the Intermediate Foundation Training
class in August.
Learn more
and register now! |
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