Activant Prophet 21. DynaChange Designer

Transcription

1 Activant Prophet 21 DynaChange Designer

2 This class is designed for System Administrators familiar with Prophet 21 modules and screens

3 Objectives Create and assign user roles Assign rights to users Set security through user roles Use DynaChange Screen Designer Menu Designer Tab Designer View/Edit visual customizations through Designer Version Manager Assign shortcuts to MyMenu

4 This course will NOT cover Adding Custom Columns

5 Screen Adjustments Customize the appearance of Prophet 21 Color of screens and fields Wording and titles on menu items and field options Modifications can be assigned to groups of users

6 DynaChange Setting Security Use DynaChange to Set Security Block access to fields, tabs and menu options

7 Getting Started Devise Roles Create Roles in Role Maintenance Assign Roles in User Maintenance Determine Designer Rights

8 Determine Roles DynaChange modifications can be assigned to groups of users by using roles Function or Department Payables, Receivables, Shipping, Order Desk, Purchasing, Sales, etc. Security Level System Administration, President, Director, Manager, etc.

9 DynaChange Role Maintenance Roles are created in System Administration\Maintenance\Role Maintenance All roles created in Role Maintenance will be available in the drop down box Only one role can be assigned to a user

10 DynaChange User Maintenance Assign a ROLE to each user

11 DynaChange User Maintenance Designer Editing Rights NONE - has no DynaChange editing rights BOTH - can edit either ROLE or USER screens ROLE - can edit screens assigned to current role USER - can edit only their own screens

12 DynaChange Screen Designer Use the right mouse button to access DynaChange Designer

13 DynaChange Screen Designer Move, hide or protect fields Change the color of fields Change field titles New fields cannot be added

14 DynaChange Screen Designer Prompted for Version and Roles/Users when changes are saved

15 DynaChange Tab Designer Use the right mouse button to access DynaChange Designer

16 DynaChange Tab Designer Names of tabs can be: Renamed Disabled Edited

17 DynaChange Menu Designer DynaChange Menu Designer Rename or disable menu options Apply changes to all modules

18 DynaChange Menu Designer

19 DynaChange Menu Designer Click Menu Name to edit Disable menu option by un-checking Enabled Rename by typing in Text field

20 DynaChange Menu Designer Preview changes/adjustments to menu design.

21 DynaChange Menu Designer

22 DynaChange Menu Designer Choose Save As from Designer Drop Down menu

23 DynaChange Menu Designer Save As displays Apply to All checkbox

24 DynaChange Menu Designer Cannot disable File, Save, Print, or Exit menu options Assign users or roles when saving changes

25 DynaChange Designer Version Manager View/Edit all visual customizations made through DynaChange

26 DynaChange Designer Version Manager Expand Users or Roles to look at existing changes

27 DynaChange Designer Version Manager S = Screen change M = Menu change T = Tab change

28 DynaChange Designer Version Manager

29 DynaChange Designer Version Manager

30 DynaChange Designer Version Manager

31 RMB Functionality Use RMB to edit, copy or delete the customization OR view Role Members

32 DynaChange MyMenu Provides shortcuts to windows commonly accessed by user Windows do not have to be in the same modules

33 DynaChange MyMenu To add a window to MyMenu, RMB on the desired window

34 DynaChange MyMenu To delete a window from MyMenu, RMB in the desired window again

35 Additional Notes About MyMenu When access is denied to a menu option, that menu is: Removed from the user s MyMenu automatically Deleted from the Most Recently Used list in the File menu

36 Summary Create and assign user roles Assign rights to users Set security through user roles Use DynaChange Screen Designer Menu Designer Tab Designer View/Edit visual customizations through Designer Version Manager Assign shortcuts to MyMenu

37 Published Solutions Solution 3921: Why can t you see all roles in Dynachange Designer Solution 4114: Set security prevent access to modules, Steps for DynaChange menu designer Solution 4367: How to delete a DynaChange entry Solution 7638: Protecting unit/extended price on sales orders using DynaChange

38 Published Solutions Solution 7819: How to Edit the field/background color vs the text file font color DynaChange Solution 24416: How to DynaChange extended cost in order entry grid window Solution 24839: Protecting the unit price field in order entry via DynaChange Solution 25353: Can DynaChange be used for parameters of reports

39 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com