For users who prefer using buttons instead of drop-down menus, the application offers a variety of toolbar button options. The following screen shows the application desktop with all available toolbar buttons turned on:
You can control the display of toolbar buttons on your desktop. Turn them on or off on a module-by-module basis, using the settings available in the
section of the module. In addition, you may drag-and-drop toolbar buttons, allowing them to float or attach to alternate locations on the application desktop.To access the function described by a button, simply select the button using your mouse. Toolbar buttons function in the same way drop-down menu selections do—they simply provide a convenient shortcut. The complete list of available toolbar buttons is shown in the following table:
Table 2. Toolbar Buttons Master List
Image | Function | Module |
---|---|---|
![]() | List Item Sites | Inventory |
![]() | Inventory Availability by Planner Code | Inventory |
![]() | Item Availability Workbench | Inventory |
![]() | Issue Stock to Shipping | Inventory |
![]() | UnPosted Receipts | Inventory |
![]() | List Items | Products |
![]() | List BOMs | Products |
![]() | List BOOs | Products |
![]() | Run MRP by Planner Code | Schedule |
![]() | Planned Orders by Planner Code | Schedule |
![]() | Shop Floor Workbench | Manufacture |
![]() | Work Order Schedule by Planner Code | Manufacture |
![]() | List Open Purchase Orders | Purchase |
![]() | Purchase Requests by Planner Code | Purchase |
![]() | Customer Information Workbench | Sales |
![]() | List Open Sales Orders | Sales |
![]() | Uninvoiced Shipments | Sales |
![]() | Billing Selections | Sales |
![]() | Summarized Backlog by Site | Sales |
![]() | List Accounts | CRM |
![]() | List Contacts | CRM |
![]() | Incident Workbench | CRM |
![]() | List To-Dos | CRM |
![]() | List Projects | CRM |
![]() | List Unposted Vouchers | Accounting |
![]() | Select Payments | Accounting |
![]() | Prepare Check Run | Accounting |
![]() | View Check Run | Accounting |
![]() | Payables Aging | Accounting |
![]() | List Unposted Invoices | Accounting |
![]() | Receivables Workbench | Accounting |
![]() | Cash Receipt Edit List | Accounting |
![]() | Receivables Aging | Accounting |
![]() | List Unposted Journal Entries | Accounting |
![]() | Reconcile Bank Account | Accounting |
![]() | View Financial Report | Accounting |
![]() | View Trial Balances | Accounting |
![]() | Event Notification | System |
![]() | Database Error Notification | System |
![]() | Community Website | Community |
![]() | xChange Online Store | Community |
If you hover your mouse above a toolbar button, the name of the function associated with the button will appear. Use this technique to quickly learn the identity of the toolbar buttons.