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Activant Prophet 21 DynaChange Designer

Activant Prophet 21 DynaChange Designer. This class is designed for…. System Administrators familiar with Prophet 21 modules and screens. Objectives. Create and assign user roles Assign rights to users Set security through user roles Use DynaChange Screen Designer Menu Designer

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Activant Prophet 21 DynaChange Designer

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  1. Activant Prophet 21DynaChange Designer

  2. This class is designed for… • System Administrators familiar with Prophet 21 modules and screens

  3. Objectives • Create and assign user roles • Assign rights to users • Set security through user roles • Use DynaChange • Screen Designer • Menu Designer • Tab Designer • View/Edit visual customizations through Designer Version Manager • Assign shortcuts to MyMenu

  4. This course will NOT cover… • Adding Custom Columns

  5. Screen Adjustments • Customize the appearance of Prophet 21 • Color of screens and fields • Wording and titles on menu items and field options • Modifications can be assigned to groups of users

  6. DynaChange Setting Security • Use DynaChange to Set Security • Block access to fields, tabs and menu options

  7. Getting Started • Devise Roles • Create Roles in Role Maintenance • Assign Roles in User Maintenance • Determine Designer Rights • Track your decisions

  8. Determine Roles • DynaChange modifications can be assigned to groups of users by using roles • Function or Department • Payables, Receivables, Shipping, Order Desk, Purchasing, Sales, etc. • Security Level • System Administration, President, Director,Manager, etc.

  9. DynaChange Role Maintenance • Roles are created in System Administration\Maintenance\Role Maintenance • Roles are available for assignment in User Maintenance • Only one role can be assigned to a user

  10. DynaChange User Maintenance • Assign a ROLE to each user

  11. DynaChange User Maintenance • Designer Editing Rights • NONE - has no DynaChange editing rights • BOTH - can edit either ROLE or USER screens • ROLE - can edit screens assigned to current role • USER - can edit only their own screens

  12. AppShare • Create a new role in the system • Assign role to a user in User Maintenance • Assign Designer Rights of NONE

  13. In which module are Roles created? • System Setup • Company Maintenance • System Administration • General Ledger

  14. Which Designer Rights should be assigned if you want the user to be able to edit his or her screens only? • BOTH • USER • NONE • ROLE

  15. Which Designer Rights should be assigned if you want the user to be able to edit his or her screens assigned to his or her current role? • BOTH • USER • NONE • ROLE

  16. Which Designer Rights should be assigned if you want the user to be able to edit either the ROLE or USER screens? • BOTH • USER • NONE • ROLE

  17. Which Designer Rights should be assigned if you want the user to have NO DynaChange Designer editing rights? • BOTH • USER • NONE • ROLE

  18. DynaChange Screen Designer • Use the right mouse button to access DynaChange Designer

  19. DynaChange Screen Designer • Move, hide or protect fields • Change the color of fields • Change field titles • New fields cannot be added

  20. DynaChange Screen Designer Change the text of a field Protect a field Make a field invisible

  21. DynaChange Screen Designer Reset to default Show Invisibles

  22. DynaChange Screen Designer • Prompted for Version and Roles/Users when changes are saved

  23. AppShare • Edit Order Entry window • Change labels • Change Fonts • Move fields • Change colors • Disable/protect fields

  24. Which of the following changes cannot be made with DynaChange Screen Designer? • Change the colors of fields • Add fields to the window • Move fields within the window • Change field labels • Disable / Protect fields

  25. DynaChange Tab Designer • Use the right mouse button to access DynaChange Designer

  26. DynaChange Tab Designer • Names of tabs can be: • Renamed • Disabled • Edited

  27. AppShare • Disable access to Salesrep and Cost tabs in Order Entry

  28. DynaChange Menu Designer • DynaChange Menu Designer • Rename or disable menu options • Apply changes to all modules

  29. DynaChange Menu Designer

  30. DynaChange Menu Designer • Click Menu Name to edit • Disable menu option by un-checking Enabled • Rename by typing in Text field

  31. DynaChange Menu Designer Preview changes/adjustments to menu design.

  32. DynaChange Menu Designer

  33. DynaChange Menu Designer • Choose Save As from Designer Drop Down menu

  34. DynaChange Menu Designer • Save As displays Apply to All checkbox

  35. Apply to All – Tips for Creation • Make module changes in: • System Setup • System Administration • Menu modification (not module related) NEVER are flagged as Apply to All = Y • You must save non-module related changes as Apply to All = N

  36. DynaChange Menu Designer • Cannot disable “File”, “Save”, “Print”, or “Exit” menu options • Assign users or roles when saving changes

  37. AppShare • Disable access to the Ship To Maintenance window

  38. DynaChange Designer Version Manager • View/Edit all visual customizations made through DynaChange

  39. DynaChange Designer Version Manager • Expand Users or Roles to look at existing changes

  40. DynaChange Designer Version Manager S = Screen change M = Menu change T = Tab change

  41. DynaChange Designer Version Manager

  42. DynaChange Designer Version Manager

  43. DynaChange Designer Version Manager

  44. RMB Functionality • Use RMB to edit, copy or delete the customization OR view Role Members

  45. AppShare • View DynaChange Designer Version Manager • Demonstrate RMB functionality

  46. You can view and or edit all visual customizations made through DynaChange by going to the System Administration Module, Maintenance Menu, and then DynaChange Designer Version Manager. • True • False

  47. DynaChange MyMenu • Provides shortcuts to windows commonly accessed by user • Windows do not have to be in thesame modules

  48. DynaChange MyMenu • To add a window to MyMenu, RMB on the desired window

  49. DynaChange MyMenu • To delete a window from MyMenu, RMB in the desired window again

  50. Additional Notes About MyMenu • When access is denied to a menu option, that menu is: • Removed from the user’s MyMenu automatically • Deleted from the “Most Recently Used” list in the File menu

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