1. Great Plains User Interface Training
Subsidiary Training
November 2005

6. Vendor Maintenance

7. General User Interface Instructions
Required fields: bold faced and red (Vendor ID and Name)
Underlined field: Edit screen available
Print button: Report is available for screen
Four browse buttons: View First Record, Previous, Next , Last
Sort option drop down list (by Vendor ID field)
Lookup: Looking glass
Note Buttons: Record and window
Special buttons, here for internet info, and map

8. Lookup Screen

9. Lookup Screen Click on title bar to sort by number or name
Additional sorts, here can sort by main segment
Find by current sort
Click on expansion button to see more details
NEW adds vendor, OPEN opens vendor screen
You can also restrict the lookup list

10. Record Note Screen

11. Note Button Click the note button
Once you save the note, the icon changes to show there are notes recorded.
The printer icon means a report is available.
Click on the paper clip and you can store OLE files, which can be Word documents, pictures, Excel files, organizational charts, etc.
We should be able to write to these note fields programmatically.
Note button also available for notes on data entry screen.

12. Help Screens

13. Help Screens
You can access opening help screen or help screen for the current window
Contents tab
Index and Search tabs
Favorites lets you save links to individual help screens
Extended help is available from Great Plains CustomerSource at:

14. User Preferences tools → setup → user preferences
Enter Key can be set to RETURN as it is in Pick
You can change your password here
Display customizes only your display

15. Great Plains Display Settings Right click on desktop, Properties, Settings
Great Plains windows are designed to display without scroll bars on 1024 X 768 settings
You can do setting at 800 X 600 if you prefer, but you will have to scroll up and down to see some windows

16. SmartList view → smartlist

17. SmartList view → smartlist
Customized lists you can modify
Good for ad-hoc analysis
You can add columns to a smart list
You can add your own smart list
Can export lists to Excel