How can we empower a user to work more efficiently? We can make it easier for a user to accomplish their task. Some users spend much of their time in the same entry transaction or the same report. Although it may be necessary for the user to have the ability to choose a different transaction, we may not want them to have to make the decision each and every time they attempt to use the Enterprise Management function.
For example if we were to bookmark the functions, we get prompted for a decision
Sales, Orders, Orders (GESSOH)
Purchasing, Purchase Requests, Purchase Requests (GESPSH)
A/P-A/R accounting, Payments, Payment/Receipt entry (GESPAY)
What about reports? You can also bookmark AIMP.
Reports, Reports, Reports (AIMP)
You are prompted to select the report code.
Make it easier!
In the version 6 client, there was functionality that supported adding a function to the Favorites menu, then right-clicking and add the desired transaction as the variant.
What do we do about version 7 and later without the client?
One method is that you could follow the steps in (http://customers.sagenorthamerica.com/) KB ID 57901 to author a new menu item. However; the work here falls on the administrator to create a menu item for every function and transaction. They will then need to manage security for each item. This seems like a lot of work and we want the users to be able to do this on their own.
Solution
Do not use the Add to bookmarks inside of Sage Enterprise Management for this specific task. Use the functionality of the web browser that you are using. Remember that each function in Sage Enterprise Management has it's own unique URL. We can bookmark this URL and add the variant.
For example, to use my ALL transaction in GESSOH
- Copy the URL up through my function: http://x3erpv11vm:8124/syracuse-main/html/main.html?url=%2Ftrans%2Fx3%2Ferp%2FSEED%2F%24sessions%3Ff%3DGESSOH
- Add the variant: http://x3erpv11vm:8124/syracuse-main/html/main.html?url=%2Ftrans%2Fx3%2Ferp%2FSEED%2F%24sessions%3Ff%3DGESSOH~ALL
- Bookmark this page
If you were not logged in to Enterprise Management, you would be prompted but you would be taken directly to your transaction.
The same logic can apply to reports.
Using this method allows the user to control their own bookmarks and manage what they need without intervention from the administrator.
