Navigation List Builder - Let's add some Actions!

OK so you have built your Navigation List (as per my prior post: Making a new Navigation List in Builder for GP 2010) 
Now let’s add some Actions:

Default Actions
Open your new Navigation List in your Navigation Pane and you will see two Action categories: Reports and Go To. 
Reports will contain the default action “Print This List”
Go To will contain the default action “Send to Excel”
(Both options are enabled when list items are selected and will print only selected items.)

Adding to the Go To action group
This group should open forms pre-loaded with the data related to the list item

• Press the Actions Icon on the top bar for the Actions window
• Press the Add Action button on the middle right > Select Open Form on the dropdown
• Give it a description (name), Group of Go To, button size & priority
• Rest of this window is identical to adding a SmartList Go To

If you want to add a Go To to the SOP Inquiry, RM Sales Inquiry, RM Cash Inquiry, PM Transaction Entry Zoom or PM Manual Payments Zoom windows, these are included in a different section (kind-of like the Advanced Go To’s on SmartList Builder):

• Press the Actions Icon on the top bar for the Actions window
• Press the Add Action button on the middle right > Select Execute Procedure on the dropdown
• Give it a description (name), Group of Go To, button size & priority
• Product is Microsoft Dynamics GP
• Procedure – select from list of forms above
• Bottom of window populates with the Parameters required to open this form.  Click on each line, Press Edit button on right and add Table and Field to find that value on your list.

Adding to the New action group
This group should open forms so that users can enter new transactions and/or cards

• Press the Actions Icon on the top bar for the Actions window
• Press the Add Action button on the middle right > Select Open Form on the dropdown
• Give it a description (name), Group of New, button size & priority
• Start like a SmartList GoTo with your Product, Series and Form, but typically you won’t want to add any tasks  (You won’t want to pre-load any data on the form.)

Adding to the Actions or Modify action groups
Actions group is for processes to the transaction or card on your list.  Modify is for changes to the transaction or card.  (For “Edit” under Modify use the Go To instructions above – unless that transaction is listed below)

• Press the Actions Icon on the top bar for the Actions window
• Press the Add Action button on the middle right > Select Defined Action on the dropdown
• Give it a description (name), Group of Actions or Modify, button size & priority
• Product is Microsoft Dynamics GP
• Select the appropriate Series and Action from the list
• Bottom of window populates with the Parameters required for this action. Click on each line, Press Edit button on right and add Table and Field to find that value on your list.

Here is an organized list of the Defined Actions available by Series (and the Group they are typically listed under in Navigation Lists):

HUGE NOTE – the Defined Actions of Print and Email are in Navigation List Builder but do not work.  Apparently, this is a known bug – they haven’t been programmed yet.  MS expects these to be fixed in GP 2010 SP2.  This is true for all document types.

• System – Modify – Edit Note
• Financial
  • Journal Entry
    • Actions – Back out, correct, copy, post
    • Modify – Delete
  • Batch – Actions – post, delete
  • Account – Modify – Open maintenance form
• Inventory
  • Items – Modify – delete;  Site assign / unassign;  Currency assign / unassign
  • Item Price– Modify – adjust, copy, delete 
  • Inventory Transaction – Modify – Open transaction
• Purchasing
  • Vendors – Modify –  apply / remove hold, delete, email settings
  • Purchase Orders
    • Modify  – delete, apply / remove process hold
    • Actions – print, email (see note above)
  • Payable Batch – delete, post
  • Payables transaction
    • Modify  – delete, post
    • Actions – print (see note above)
• Sales
  • Customer
    • Modify – apply / remove hold, email settings, delete
    • Actions – Age account, assess finance charge ,print statement, NSF, waive FC
  • Prospect – Modify – delete
  • Salesperson – Modify – delete, inactivate, reactivate
  • Receivables Batch – delete, post
  • Receivables transaction
    • Modify  – delete, post
    • Actions – print, email (see note above)
  • SOP  Fulfillment Order – Actions – confirm pack, pick, ship
  • Sales Order Processing
    • Modify – apply & remove hold, delete, post, open entry (Edit)
    • Actions – allocate/fulfill, purchase, transfer
    • Actions (not working, see note above) – print Document, email, print Packing slip, print Picking ticket

Under the product Extender actions are avaliable for Delete, Duplicate, Open, Update value 

Let me know if you see any other issues with these actions and Happy Building!
Devon

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