An overview of the Navigation Pane in Microsoft Dynamics GP

Article ID: 887951 - View products that this article applies to.
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Summary

This article describes the new Navigation Pane in System Manager in Microsoft Dynamics GP. This article describes the following:
  • An overview of the navigation lists
  • A table of the navigation lists
  • An explanation of the individual list types
  • Security information for the navigation lists

More information

Navigation list overview

One of the new features in System Manager is the ability to use list windows to locate needed information quickly and easily. The list windows are located on the Navigation Pane or on the View menu, and they are listed by series. When you select a series, the lists for that series are displayed in the list pane. When you select a list from the list pane, a list window opens and displays a list of records that you can search through or perform actions against. The list pane is not customizable.

The following table lists the series buttons that are available in the Navigation Pane and the lists that are associated with them:

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Series ButtonsLists
FinancialAccounts, assets, checkbooks, and account transactions, trn dimensions, trn dimensions codes, account class, trees, and analytical accounts
SalesCustomers, prospects, salespeople, all sales transactions, receivables transactions, sales order transactions, and invoicing transactions
PurchasingVendors, all purchasing transactions, payables transactions, and purchase order transactions
InventoryInventory, bills of materials, and inventory transactions
Human Resources/PayrollEmployees, applicants, payroll transactions, and attendance transactions
ManufacturingManufacturing orders, manufacturing bill numbers, job costing, picking documents, and primary routines
Project AccountingProjects, timesheet transactions, billing transactions, and project accounting purchase order transactions
Field ServiceService call transactions, contract transactions, RMA transactions, RTV transactions, depot transactions, inventory transfers, and equipment


You can use the Actions menu in each list window to view actions that you can perform from the list.

Only one list window can be open at a time. If you have opened a new list window from another list window, you can refer back to the previously opened list window by using the Actions menu.

There are two types of list windows. They are the master record lists and the transaction lists. In either type of window, you can select Columns to open the List Customization window, where you can customize the columns that are displayed in the list.

Mark a column name to include a column in the list window. To change the order of the columns, select a column name, and then select Move Up or Move Down to move the selected column name.

Master record lists

Master record lists contain records that do not have associated dates. The customer list is an example of a master record list. You can perform the following kinds of searches in a master record list:
  • You can search through all records or only through active records.
  • You can search for specific words by entering them in the Look For box.
  • You can limit the records that are displayed by using the Actions menu on the toolbar.

Transaction lists

Transaction lists are based on dates. The sales transaction list is an example of a transaction list. You can perform the following kinds of searches in a transaction list:
  • You can search by date.
  • You can exclude historical records from your search.
  • You can search for specific words by entering them in the Look For box.
  • You can limit the records that are displayed by using the Actions menu on the toolbar.

Navigation lists security

Microsoft Dynamics GP 10.0

Security access to the list windows in Microsoft Dynamics GP 10.0 is controlled by the security tasks. For a user to have access to navigation lists, the list window must be marked under a security task and that security task must be assigned to a role that is assigned to the user. The default security tasks already include access to the navigation lists. To grant access to a navigation list by using a new security task, follow these steps:
  1. On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click Security Tasks.
  2. In the Task ID list, click the security task that you want to use.
  3. In the Product list, click Microsoft Dynamics GP.
  4. In the Type list, click Navigation Lists.
  5. In the Series list, click Navigation Lists.
  6. Click the navigation lists to which you want the task to have access.
  7. Assign the new task to a role. For more information about security tasks and roles, click the following article number to view the article in the Microsoft Knowledge Base:
    951229 Frequently asked questions about role-based security in Microsoft Dynamics GP 10.0

Microsoft Dynamics GP 9.0 and Microsoft Business Solutions – Great Plains 8.0

Security access to the list windows is controlled by the user's security access to the windows or to the forms that are in Microsoft Dynamics GP 9.0 or in Microsoft Business Solutions - Great Plains 8.0. For the windows, the security is regular security, and for the forms, it is advanced security. For example, access to lists for the Financial Series is controlled by the user's access to the windows and the forms that are featured in the Financial Series. To view your current security, follow these instructions:
  • Personal users who are using regular security: Click Tools, click Setup, click System, and then click Security.
  • Personal users who are using advanced security: Click Tools, click Setup, click System, and then click Advanced Security.
  • Personal user classes that are using regular security: Click Tools, click Setup, click System, and then click User Class.
  • Personal user classes that are using advanced security: Click Tools, click Setup, click System, and then click Advanced Security.
If a user does not have access to a window that the list windows use, the information in that window will not be available to the user. The navigation lists security table shows the windows that are used to populate the list windows for each series. If you want to completely deny access to the list windows, you must deny access to all windows for those list windows.

Navigation lists security - table

Financial lists

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ListsForms
AccountsAccount Maintenance, Unit Account Maintenance, Variable Allocation Maintenance, Fixed Allocation Maintenance, Detail Inquiry
Account TransactionsTransaction Entry, Journal Entry Inquiry, Quick Journal Entry, Clearing Entry
CheckbooksCheckbook Maintenance, Checkbook Register Inquiry
Assets (Fixed Assets)Asset General Information
Trn Dimensions (Analytical Accounting)Transaction Dimension Maintenance
Trn Dimension Codes (Analytical Accounting)Transaction Dimension Code Maintenance, Transaction Dimension Maintenance
Account Class (Analytical Accounting)Accounting Class Maintenance
Trees (Analytical Accounting)Tree Maintenance, Transaction Dimension Maintenance
Analytical Accounts (Analytical Accounting)Analytical Accounting Account Maintenance, Transaction Dimension Maintenance
Report ListReport List

Sales lists

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ListsForms
CustomersCustomer Maintenance, Customer Inquiry
ProspectsSales Prospect Maintenance
SalespeopleSalesperson Maintenance, Salesperson Inquiry
All Sales TransactionsReceivables Transaction Inquiry Zoom, Receivables Transaction Entry, Cash Receipts Inquiry Zoom, Cash Receipts Entry, Receivables Scheduled Payments Entry, Edit Receivables Transaction, Receivables Posted Transaction Maintenance, Invoice Entry, Invoice Inquiry, Sales Transaction Entry, Sales Transaction Inquiry Zoom
Receivables TransactionsReceivables Transaction Inquiry Zoom, Receivables Transaction Entry, Cash Receipts Inquiry Zoom, Cash Receipts Entry, Receivables Scheduled Payments Entry, Edit Receivables Transaction, Receivables Posted Transaction Maintenance
Sales Order TransactionsSales Transaction Entry, Sales Transaction Inquiry Zoom
Invoicing TransactionsInvoice Entry, Invoice Inquiry
Report ListReport List

Purchasing lists

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ListsForms
VendorsVendor Maintenance, Vendor Inquiry
All Purchasing TransactionsPayables Transaction Entry, Edit Payables Transactions, Void Historical Payables Transactions, Payables Manual Payments Entry, Payables Payment Zoom, Payables Scheduled Payments Entry, Payables Transaction Entry Zoom, Purchase Order Entry, Purchase Order Inquiry Zoom, Purchasing Invoice Entry, Purchasing Invoice Inquiry Zoom, Receivings Transaction Entry, Receivings Transaction Inquiry Zoom, Returns Transaction Entry (Purchase Order Enhancements), Returns Transaction Inquiry Zoom (Purchase Order Enhancements)
Purchasing TransactionsPayables Transaction Entry, Edit Payables Transactions, Void Historical Payables Transactions, Payables Manual Payments Entry, Payables Payment Zoom, Payables Scheduled Payments Entry, Payables Transaction Entry Zoom, Purchase Order Entry, Receivings Transaction Entry, Purchasing Invoice Entry, Purchasing Invoice Inquiry Zoom, Receivings Transaction Inquiry Zoom, Returns Transaction Entry (Purchase Order Enhancements), Returns Transaction Inquiry Zoom (Purchase Order Enhancements)
Purchase Order TransactionsPurchase Order Entry, Purchase Order Inquiry Zoom, Purchasing Invoice Entry, Purchasing Invoice Inquiry Zoom, Receivings Transaction Entry, Receivings Transaction Inquiry Zoom, Returns Transaction Entry (Purchase Order Enhancements), Returns Transaction Inquiry Zoom (Purchase Order Enhancements)
Report ListReport List

Inventory lists

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ListsForms
ItemsItem Maintenance, Item Inquiry
Item TransactionsItem Transaction Entry, Item Transfer Entry, Item Bin Transfer Entry, Inventory Transaction Inquiry, Sales Transaction Inquiry Zoom (sales), Invoice Inquiry (sales), Receivings Transaction Inquiry Zoom (Purchasing), Assembly Inquiry Zoom, Item Maintenance, Item Inquiry, Purchasing Invoice Inquiry Zoom, Analytical Inventory Transaction Inquiry (Analytical Accounting)
Report ListReport List

Human resources/payroll lists

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ListsForms
EmployeesEmployee Maintenance, Employee Inquiry
Attendance Transactions (HR)Attendance Transaction Entry
Applicants (HR) Applicant
Report ListReport List

Manufacturing lists

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ListsForms
Bill of MaterialsBill of Materials Entry, Bill of Materials View
Picking DocumentsManufacturing Component Transaction Entry, Manufacturing Component Transaction Inquiry
Job CostingJob Maintenance, Job Link Maintenance
RoutingsRouting Sequence Entry, Routing View
Manufacturing OrdersManufacturing Order Entry, Manufacturing Order Activity
Report ListReport List

Project accounting

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ListsForms
ContractsContract Maintenance, PA Contract Maintenance
ProjectsProject Maintenance, PA Project Inquiry
Cost CategoriesCost Category Maintenance, Cost Category Maintenance Inquiry
TimesheetsTimesheet Entry, Timesheet Inquiry Zoom
Employee ExpensesEmployee Expense Entry, Employee Expense Inquiry Zoom
Purchase OrdersPA Purchase Order Entry, PA Purchase Order Inquiry Zoom
BillingsBilling Entry, Billing Inquiry Zoom
Report ListReport List

Field service

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ListsForms
Service Call TransactionsService Call Entry/Update, Service Call Inquiry
Contract TransactionsContract Entry/Update, Contract Inquiry
RMA TransactionsRMA Entry/Update, RMA Inquiry
RTV TransactionsRTV Entry/Update, RTV Inquiry
Depot TransactionsWork Order Entry/Update, Work Order Inquiry
Inventory TransfersInventory Transfers, Inventory Transfers History Inquiry
EquipmentEquipment Maintenance
Report ListReport List
By default, all users can see the list windows for all series on the Navigation Pane unless security access is removed as explained earlier. Users who want to change their view can open the Navigation Pane options window and remove any list window that they do not want listed on the Navigation Pane.

Properties

Article ID: 887951 - Last Review: July 14, 2012 - Revision: 8.0
Applies to
  • Microsoft Dynamics GP 10.0
  • Microsoft Dynamics GP 9.0
  • Microsoft Business Solutions–Great Plains 8.0
  • System Manager
Keywords: 
kbmbsmigrate kbhowto KB887951

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