An overview of the Navigation Pane in Microsoft Dynamics GP

This article describes the new Navigation Pane in System Manager in Microsoft Dynamics GP.

Applies to:   Microsoft Dynamics GP
Original KB number:   887951

Summary

This article describes the following parts:

• 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

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're 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 do actions against. The list pane isn't customizable.

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

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

Only one list window can be open at a time. If you've 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're 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 don't have associated dates. The customer list is an example of a master record list. You can do 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 do 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
Security access to the list windows in Microsoft Dynamics GP 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 > Setup > System, and then select Security Tasks.

2. In the Task ID list, select the security task that you want to use.

3. In the Product list, select Microsoft Dynamics GP.

4. In the Type list, select Navigation Lists.

5. In the Series list, select Navigation Lists.

6. Select 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, see Frequently asked questions about role-based security in Microsoft Dynamics GP 10.0 and Microsoft Dynamics GP 2010.

Navigation lists security - table

Financial lists

Sales lists

Purchasing lists

Inventory lists

Human resources/payroll lists

Manufacturing lists

Project accounting

Field service

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 don't want listed on the Navigation Pane.