SunSystems 5 Customisation

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SunSystems 5 Customisation
Sapphire Systems plc

• Kristianne Perry
• Sapphire User Day
• 11th May 2006

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Your own environment

• SunSystems 5 end user tools to customise your
  environment
• Navigation Menu Editor
• Forms Designer
• Filter/Drill designer
• Control Desks

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Forms Designer
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Forms Designer
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Forms Designer
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Navigation Manager
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Navigation Manager
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Forms Designer

• Create New Form

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Choose Form to Copy / Find Name
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FD / File / Checkout / Select Form
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File / Save As / New Code
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Select Currency Tab / Delete Key
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To Add a Link to Another Form

• E.g. From Chart of Account Setup to Address Setup
• Find name of form you wish to link to (as before
  with COA)

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To Add a Link to Another Form

• E.g. From Chart of Account Setup to Address Setup
• Find which parameters you wish to send i.e.
  Selected Acct
• Code
• Click Magnifying Glass on
  Account Code

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FD / Add Function Button
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FD / Add Function Button
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Complete Form

• The steps necessary to complete you form are as
  follows
• File / Save
• File / Close
• File / Check In
• Compile Form
• N.B. These steps may be automated dependent on
  your system settings
• If they are not you will have to Compile the form
  manually before you can see it

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FC / Compile Form

• Select Business Unit / Advancedgtgt Select Function

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FC / Compile Form

• Select Form to Compile / Add Compile Form

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Original FormFile / Check In / Undo Checkout
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Navigation Manager

• Create New Menu Structure

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OGS / Create Code
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OS / Create User / Add OGS
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NME / Check Out
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File / Save As / Select OG Code
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Make Changes / Save / Check In
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Original NME / Undo Checkout
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