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:
- On the Microsoft Dynamics GP menu, point to Tools, point to Setup, point to System, and then click Security Tasks.
- In the Task ID list, click the security task that you want to use.
- In the Product list, click Microsoft Dynamics GP.
- In the Type list, click Navigation Lists.
- In the Series list, click Navigation Lists.
- Click the navigation lists to which you want the task to have access.
- 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.