Launch Point setup example – Windows Extra Menu
Launch Point Explanation:
The Windows Extra Menu Launch Point provides a menu item under Extras >> Additional, where users can launch reports from. Windows Extra Menus can appear for any form throughout Great Plains, or any 3rd party product.
Setup Steps:
1. Log into Great Plains as a user who is set up as a DRM Report Administrator.
2. Under the Admin View in DRM select Launch Points.
3. Click on New Launch Point.
4. Select Window Extra Menu as the Launch Point Type, enter a New Launch Point ID and click OK.
5. Under the Settings tab select the Product, Series and Form.
The report will only be available under the Extra’s menu when the form you specified here is open.
6. Under the Reports tab use the add button (+) to add the report(s) you would like to have print from this item on the Extra’s Menu.
7. Use the Access tab to set up security restrictions.
8. Use the Actions tab to set up additional actions such as, Set Parameter to Field, Launch All Reports, etc.
Example:
The following is an example of how to add a report to Extra’s menu when the Customer Maintenance window is open.
1. Click on New Launch Point
Launch Point Type = Windows Extra Menu
New Launch Point ID = Customer List
2. Settings tab:
Product = Microsoft Dynamics GP
Series = Sales
Form = Customer Maintenance
3. Reports tab:
Click (+) and browse to my Customer List report and click Select
To Remove report from the Extra/Additional Menu:
1. Log into Great Plains as a user who is set up as a DRM Report Administrator.
2. Under the Admin View in DRM select Launch Points.
3. Select the report specific Windows Extra Menu Launch Point.
4. Click the Delete Selected button.
5. Log out of GP, then log back.