Adding options to custom menus
From Catalyst
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.
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.
- 'IM' - Data Import
- 'NL' - Nominal Ledger
- 'OP' - Order Processing
- 'PL' - Purchase Ledger
- 'PP' - Personnel Planning
- 'PR' - Payroll
- 'SL' - Sales Ledger
- 'SP' - Sales Prospecting
- 'ST' - Stock Control
- 'TI' - Logistics Management
- 'VS' - Unit Sales
- 'WS' - Workshop
- 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
