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Setting up tabs involves the following:

Table of Contents

Setting up

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Tabs

You can define tab labels, decide which tabs will appear, and change the order in which the tabs appear in the Equipment Manager window. You can define 10 pages of tabs with 10 tabs per page. The tabs, which are predefined by Signature, correspond to windows within Equipment Management.

  1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Tabs. 

    Note

    All users must be out of Equipment Management before you open the Tab Setup window. Users trying to use the system while the Tab Setup window is open will receive a warning message.

  2. Select an item in the Label column and enter a new label.
  3. Mark the checkbox in the Visible column for the tab to appear in the Equipment Manager window. The Details tab must be marked as visible.
  4. Select the Add Space and Delete Space buttons to add or delete a blank tab. Because ten tabs display at a time, blank tabs can be used to fill a page, which enables you to group tabs by page. The numbers in the Page and Position columns indicate where the tab will display.
  5. To change the position of a tab, select a line and select one of the Top, Up, Down, or Bottom buttons. Choosing Top or Bottom moves the tab to the top or bottom of the entire list. Choosing Up or Down moves the tab one space. The Details tab is always in the first position on page 1.
  6. Select OK.
  7. Select Update Tabs only after you have installed an upgrade. Updating tabs will add new tabs to the Tab Maintenance window while retaining current tab settings. The Visible checkbox is unmarked for new tabs.

  8. Select Initialize Tabs to return all tabs and tab order to the default settings. 

    Note

    If you add tabs as part of the initialize or update processes, you must update tab classes and tab security for the tabs to be visible.

Setting up

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Tab Classes

A tab class is a subset of tabs; you assign a piece of equipment to a tab class to display only tabs relevant to that equipment. For example, rental equipment could be assigned a tab class including all rental tabs, while non-rental equipment could be assigned a tab class excluding rental tabs.

  1. Select Microsoft Dynamics GP > Tools > Setup > Equipment > System > Tab Classes. 

    Note

    All users must be out of Equipment Management before you open the Tab Class Setup window. Users trying to use the system while the Tab Class Setup window is open will receive a warning message.

  2. Complete the following fields:
    • Class ID
      Enter a class ID.
    • Description
      Enter a description.
    • Default
      Mark this checkbox if this will be the default class for new pieces of equipment. Only one tab class can be set as the default. We recommend setting up a default tab class.
    • Display Invisible Tabs
      Mark this checkbox if you want all tabs marked as invisible to display in the Equipment Manager window. Invisible tabs are disabled.
    • Visible
      Mark this checkbox to assign a tab to this tab class.
  3. Select Save.

Setting up

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Tab Security

You can determine, either by individual user or by user class, which users have authority to make changes to the information on the header of each Equipment Manager record and on each tab on the Equipment Manager. If you do not want a user to be able to edit the information, you can assign view-only permission for a tab. You can also specify what tab is displayed first for each user or user class.

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