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:

Series Buttons

Lists

Financial

Accounts, assets, checkbooks, and account transactions, trn dimensions, trn dimensions codes, account class, trees, and analytical accounts

Sales

Customers, prospects, salespeople, all sales transactions, receivables transactions, sales order transactions, and invoicing transactions

Purchasing

Vendors, all purchasing transactions, payables transactions, and purchase order transactions

Inventory

Inventory, bills of materials, and inventory transactions

Human Resources/Payroll

Employees, applicants, payroll transactions, and attendance transactions

Manufacturing

Manufacturing orders, manufacturing bill numbers, job costing, picking documents, and primary routines

Project Accounting

Projects, timesheet transactions, billing transactions, and project accounting purchase order transactions

Field Service

Service 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

Lists

Forms

Accounts

Account Maintenance, Unit Account Maintenance, Variable Allocation Maintenance, Fixed Allocation Maintenance, Detail Inquiry

Account Transactions

Transaction Entry, Journal Entry Inquiry, Quick Journal Entry, Clearing Entry

Checkbooks

Checkbook 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 List

Report List

Sales lists

Lists

Forms

Customers

Customer Maintenance, Customer Inquiry

Prospects

Sales Prospect Maintenance

Salespeople

Salesperson Maintenance, Salesperson Inquiry

All Sales Transactions

Receivables 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 Transactions

Receivables 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 Transactions

Sales Transaction Entry, Sales Transaction Inquiry Zoom

Invoicing Transactions

Invoice Entry, Invoice Inquiry

Report List

Report List

Purchasing lists

Lists

Forms

Vendors

Vendor Maintenance, Vendor Inquiry

All Purchasing Transactions

Payables 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 Transactions

Payables 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 Transactions

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)

Report List

Report List

Inventory lists

Lists

Forms

Items

Item Maintenance, Item Inquiry

Item Transactions

Item 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 List

Report List

Human resources/payroll lists

Lists

Forms

Employees

Employee Maintenance, Employee Inquiry

Attendance Transactions (HR)

Attendance Transaction Entry

Applicants (HR)

Applicant

Report List

Report List

Manufacturing lists

Lists

Forms

Bill of Materials

Bill of Materials Entry, Bill of Materials View

Picking Documents

Manufacturing Component Transaction Entry, Manufacturing Component Transaction Inquiry

Job Costing

Job Maintenance, Job Link Maintenance

Routings

Routing Sequence Entry, Routing View

Manufacturing Orders

Manufacturing Order Entry, Manufacturing Order Activity

Report List

Report List

Project accounting

Lists

Forms

Contracts

Contract Maintenance, PA Contract Maintenance

Projects

Project Maintenance, PA Project Inquiry

Cost Categories

Cost Category Maintenance, Cost Category Maintenance Inquiry

Timesheets

Timesheet Entry, Timesheet Inquiry Zoom

Employee Expenses

Employee Expense Entry, Employee Expense Inquiry Zoom

Purchase Orders

PA Purchase Order Entry, PA Purchase Order Inquiry Zoom

Billings

Billing Entry, Billing Inquiry Zoom

Report List

Report List

Field service

Lists

Forms

Service Call Transactions

Service Call Entry/Update, Service Call Inquiry

Contract Transactions

Contract Entry/Update, Contract Inquiry

RMA Transactions

RMA Entry/Update, RMA Inquiry

RTV Transactions

RTV Entry/Update, RTV Inquiry

Depot Transactions

Work Order Entry/Update, Work Order Inquiry

Inventory Transfers

Inventory Transfers, Inventory Transfers History Inquiry

Equipment

Equipment Maintenance

Report List

Report 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.

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