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Page 1 of 9 The purpose of this document is to provide SunSystems version 4 users with the information on the new functionality introduced in SunSystems 5. It explains how to create new forms, customize the menu structure using Navigation Manager Editor, and create filters and drills. This document is supposed to be read by system administrators or advanced Sun users. SunSystems version 5 is a new product from Systems Union. It has not only new user windows interface but also improved functionality and fundamental enhancements such as: forms, filters, and control desk, drills, customizable menus, very powerful report designer and so on. SunSystems V5 gives you a variety of flexible features, which enable you to quickly set up your system for reliable controlling, planning and analysis of your business. SunSystems version 5 provides you with the features you need to enhance the productivity of your Accounting department. Using Form Designer (FD) you can create new forms, edit existing ones and compile them. Forms can contain many elements such as combo boxes, tab controls, drop-down list and user help text. Form Designer is a very powerful and flexible tool enabling you to create any form you like. Unlimited number of different forms can be attached to almost any SunSystems function. For instance, you can create different forms to enter different types of accounts in Chart of Accounts function. When you run this function you can choose the appropriate form and enter the account details. Different forms are also very useful for Ledger Entry, if you need to enter a very simple transaction without any additional information, which might be asset details or transaction analysis, one form might be created for such case. Whereas for more difficult transactions more complicated forms can be created. Once forms have been created or modified, permission levels for individual operators can be set using Form Permissions Editor and a menu entry point established via Navigation Manager Editor. The system can therefore be configured for individual users so that they only have access to the functions and data that are pertinent to their specific role. Filter Designer (FLD) is part of the suite of user tools available with SunSystems. These user tools provide you with the ability to customize the system to reflect your data flows and terminology, and thereby seamlessly integrate SunSystems into your business.
As the name suggests, Filter Designer allows for the creation and maintenance of SunSystems filters. Using the simplicity of point-and-click and drag-and-drop methods, it combines the power of the SunSystems data dictionary with an uncomplicated WYSIWYG layout and design tool. 1. Filter Designer enables you to create and edit filters by: 2. Specifying selection and sort criteria. 3. Generating forms to capture selection criteria at runtime. 4. Generating new, or specifying existing, forms to display the results extracted by your filter. Control Desk Filter Selection is used to run a control desk manually by identifying all of the control desk requirements. You only need to use this form if the control desk you want to run has not been added as a specific option on the Navigation Manager menu. This form appears when you select any of the following Navigation Manager menu options, depending on the SunSystems module you are using: 1. Ledger Inquiry (LI) 2. Movement Inquiry (MCD) 3. Sales Inqury (SCD) 4. Purchase Inquiry (PCD). Drill Association Designer is part of the suite of user tools introduced with SunSystems. These user tools provide you with the ability to customize the system to reflect your data flows and terminology, and thereby seamlessly integrate SunSystems into your business. As the name suggests, Drill Association Designer allows for the creation and maintenance of SunSystems drills. Using the simplicity of point-and-click and drag-and-drop methods, it combines the power of the SunSystems data dictionary with an uncomplicated WYSIWYG layout and design tool. With Drill Association Designer you can: 1. Select data items to be used in your drill. 2. Specify drill filters and the type of drill to be created. 3. Specify run time parameters. 4. Select a form to display the results extracted by your drill, dependent on your Data Access Group. |