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.