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Adding the setup window to the shortcut bar

  1. Launch Microsoft Dynamics GP.
  2. On the shortcut sidebar, located at the lower left-hand corner of the window, choose Add > Other Window.
  3. From the list of available windows on the Add Window Shortcut window, choose Signature Alt Window & Report Manager > 3rd Party.
  4. Select Alternate Window and Report Manager Setup. You can rename the shortcut by editing the Name field.
  5. Choose Add to create a shortcut to the window on the sidebar.
  6. Choose Done.

Choosing alternate resource security options

The Alternate Window and Report Manager Setup window allows you to choose a default method for all users to access alternate and modified alternate resources (forms and reports). You must set up security options before you can use the setup window.

  1. From the shortcut bar, choose Alternate Window and Report Manager Setup. You may be prompted to enter the system password. The Alternate Window and Report Manager Setup window opens. 

    If you do not have the Setup option on the shortcut bar, see Adding the setup window to the shortcut bar above.

  2. Choose the Options button.
  3. In the Options window, use the drop-down button to choose a default method for handling modified resources. If a modified alternate form or report does not have its own individual handling method, the default method selected here will be used. The following handling methods are available:
    • Always Use
      Always use modified alternate resource if it exists.
    • Never Use
      Never use modified alternate resource.
    • Define At Setup
      All standard (alternate) and modified (modified alternate) resources for active products will display on the Alternate Window and Report Manager Setup window, where the system administrator selects which resources users can access.
  4. All products in the system are listed on the window. Mark the Active check box for all products that you want to use the Alternate Window and Report Manager with.
  5. When you mark an Active check box, the product name becomes the default entry in the Standard and Modified columns. An asterisk is added to the name in the Modified column. The text in these columns is the text that displays in the Alternate Window and Report Manager Setup window and on the buttons in the message box when the user is asked which resource to use. 

    Only the text displaying in each column will fit on the button, so we recommend you edit the text to fit.

  6. Use the arrow buttons on the right side of the window to change the order of the products. The order the active products display in this window is the order the buttons will display when the user is asked which resource to use.
  7. Choose OK to close the window.


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