Transcription
eOne Integrated Business SolutionseXtender User Guide
Copyright: Manual copyright 2005 eOne Integrated Business Solutions All rights reserved.Your right to copy this documentation is limited by copyright law and the terms of the softwarelicense agreement. As the software licensee, you may make a reasonable number of copies orprintouts for your own use. Making unauthorized copies, adaptations, compilations, orderivative works for commercial distribution is prohibited and constitutes a punishable violationof the law. Unless otherwise noted, all names of companies, products, street addresses, andpersons contained herein are fictitious and are used solely to document the use of this product.Trademarks: All company or product names mentioned are trademarks or registeredtrademarks of eOne Integrated Business Solutions or of their respective holders.Warranty: eOne Integrated Business Solutions disclaims any warranty regarding the samplecode contained in this documentation, including the warranties of merchantability and fitnessfor a particular purpose.Limitation of liability: The content of this manual is furnished for informational use only, issubject to change without notice, and should not be construed as a commitment by eOneIntegrated Business Solutions. eOne Integrated Business Solutions assumes no responsibilityor liability for any errors or inaccuracies that may appear in this manual. Neither eOneIntegrated Business Solutions nor anyone else who has been involved in the creation,production or delivery of this documentation shall be liable for any indirect, incidental, special,exemplary or consequential damages, including but not limited to any loss of anticipated profitor benefits, resulting from the use of this documentation or sample code.License agreement: Use of this product is covered by a license agreement provided by eOneIntegrated Business Solutions, with the software product. If you have any questions, pleasecall eOne Integrated Business Solutions on 61 (02) 9931 2000.Publication date: November 2005
Introduction . 1What‟s in this manual . 2Symbols and Conventions . 3What‟s New . 4Detail Windows . 5Window Groups. 6Consolidation of Inquiry Windows . 7Enter new name when copying objects . 8Move/swap fields. 9Label field type . 10Account field type . 11Integration with home pages . 12Improved script entry interface . 13Key fields displayed on notes windows . 14Logic routines . 15Part 1: Installation . 17Chapter 1: Installing Extender . 18Chapter 2: Updating eXtender . 23Part 2: Using eXtender. 25Chapter 3: eXtender Interface . 26Displaying resources . 27Adding new resources . 28Opening existing resources . 29Copying existing resources . 30Printing resource lists . 31Displaying more information about a resource . 32Chapter 4: Security . 33Creating Security Tasks . 34Creating Security Roles. 35Setting Individual User Security . 36Security Template Download . 37Chapter 5: Import and Export . 38Exporting eXtender resources . 39Importing eXtender resources . 40Part 3: eXtender Concepts. 42Chapter 6: Field Types . 43Short String . 44Long String . 46Checkbox . 47Date. 48Time . 49Phone Number . 50Email . 51File . 52Folder . 53Number . 54Currency. 55Quantity . 56Percentage . 57Lookup . 58Linked Lookup . 60List. 61Account . 62
Label . 63Calculated Field . 64Chapter 7: Terminology . 68Products . 68Series . 68Forms . 68Windows. 68Key Fields . 68Hot Keys. 68Part 4: Data Entry . 70Chapter 8: Windows . 71Adding a new Window . 72Using Windows . 75Modifying an existing Window . 76Setting Window options . 77Adding Window fields to SmartList . 79Creating Window templates . 81Setting Window template options . 83Using Window templates . 84Removing Windows. 85Chapter 9: Notes . 86Adding a new Notes window . 87Note Types . 89Using Notes windows . 90Modifying an existing Notes window . 92Removing Notes windows . 93Chapter 10: Detail Windows . 94Adding a new Detail Window. 95Using Detail Windows . 97Modifying an existing Detail Window . 98Setting Detail Window options. 99Creating Detail Window templates . 101Setting Detail Window template options . 103Using Detail Window templates. 104Removing Detail Windows . 105Chapter 11: Inquiries . 106Adding a new Inquiry . 107Modifying an existing Inquiry . 108Setting Inquiry options . 109Removing Inquiries. 111Chapter 12: Window Groups . 112Adding a new Window Group . 113Adding windows to a Window Group. 114Setting Window Group options . 116Modifying an existing Window Group . 118Removing Window Groups. 119Chapter 13: Forms. 120Adding a new Form . 121Using Forms . 122Modifying an existing Form . 124Adding extra windows to a Form . 125Auto Notes . 128Setting Form options . 129Creating Form templates . 133
Setting Form template options . 135Using Form templates . 136Removing Forms . 137Chapter 14: Linked Forms . 138Adding a new Linked Form. 139Using Linked Forms . 140Modifying an existing Linked Form . 141Adding extra windows to a Linked Form . 142Auto Notes . 145Setting Linked Form options. 146Creating Linked Form templates . 148Setting Linked Form template options . 150Using Linked Form templates. 151Removing Linked Forms . 152Chapter 15: Detail Forms . 153Adding a new Detail Form . 154Using Detail Forms . 156Modifying an existing Detail Form . 158Adding extra windows to a Detail Form . 159Auto Notes . 162Setting
eXtender 1 Introduction Welcome to eXtender, a simple yet powerful application development system for Microsoft Dynamics GP. eXtender is ideal for creating and maintaining fully integrated solutions for your Microsoft Dynamics GP system. Before you put eXtender to work for you, take a
