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Dynachange Designer: Presented By: Michael Dean

This document provides an overview and agenda for a conference on customizing the Prophet 21 ERP system using Dynachange tools. The conference will cover how to modify tabs, menus, screens, popups and create drill downs to navigate between screens using features like the Tab Designer, Menu Designer, Screen Designer, Popup Designer and Navigator. Tips are provided on permissions needed to make changes and ensuring fields are correctly configured.

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Dioniisos
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526 views13 pages

Dynachange Designer: Presented By: Michael Dean

This document provides an overview and agenda for a conference on customizing the Prophet 21 ERP system using Dynachange tools. The conference will cover how to modify tabs, menus, screens, popups and create drill downs to navigate between screens using features like the Tab Designer, Menu Designer, Screen Designer, Popup Designer and Navigator. Tips are provided on permissions needed to make changes and ensuring fields are correctly configured.

Uploaded by

Dioniisos
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Dynachange Designer

Presented by: Michael Dean


Prophet 21 World Wide User
Group Officers
President
Sam Snow Vice President of Operations
T. J. Snow Company, Inc. Ted Hoffman
Utility Supply and Construction
Vice President of Finance
Tim Edmunds
TSI Solutions Vice President of Member Relations
Eric Lunsford
Vice President of Marketing and Education Pye-Barker Engineered Solutions
Mike Chadwick
T. J. Snow Company, Inc.

CONNECT 2020 2
DISCLAIMER
• This conference is an attempt by P21WWUG members to assist each other
by demonstrating ways that we utilize the Prophet21 system and other related
products.
• The P21WWUG and the individuals conducting the classes and round tables
take no responsibility for potential issues that arise as a result of taking the
advice given during the conference.
• The P21WWUG does not recommend using any SQL statements to update
your database without having those statements first reviewed by Epicor or
other experienced SQL professionals. Test any code in your Play Database!
• Using SQL statements to update your database may result in corrupting your
database. Test any code in your Play Database!

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1. Introduction/Bio
2. Tab Designer
Agenda 3. Menu Designer
4. Screen Designer
5. Popup Designer
6. Navigator
7. Q&A

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 Your Database Consultant, LLC
 Independent Consultant
 I have been using P21 for about 19 years
 Primary Focus
 Portals
 Crystal Forms
 Business Rules
 APIs
 Screen Changes
Michael Dean
Your Database Consultant, LLC  Integrating 3rd Party Applications
mdean@ydbconsultant.com
www.ydbconsultant.com

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Things to know
 Before version 18.2, Dynachange menu and screen changes need to be
made using the username “admin”
 Starting with version 18.2, a user can be defined as an “Admin” for Designer
Rights in user maintenance
 The user making the changes needs to have extensibility rights turned on
the be able to add new fields
 Any user can create drill downs if user setting is turned on. (Done in User
Maintenance -> Application Security -> Allow Creation of Drill Downs)

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Tab Designer
 Dynachange Tab Designer lets you modify the tabs that show at the top of windows in
P21
 Disable access for specific roles/users
 Rename tabs. Example “Front Counter” in order entry can become “Print Options”

 Tab Designer is accessed through RMB in a P21 window -> Dynachange ->
Dynachange Tab -> Dynachange Tab Designer (Not to be confused with Dynachange
Tab Creator)

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Menu Designer
 From the Dynachange Menu Designer you can disable access to any window in P21 to
prevent users or roles from accessing those windows.
 Allows you to add additional menu items for external reports, portals or business rules.
 Menu designer is accessed by right clicking in any window then selecting Dynachange
-> Menu Designer.

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Screen Designer
 From the Dynachange Screen Designer you can change the appearance for P21 windows
 Change display text to be more descriptive
 Change size of text to make some fields stand out more
 Move fields
 Set tab order
 Remove/Hide fields
 Protect fields
 Make fields required
 Create calculated fields
 Copy fields from another tab
 Add fields from existing tables or views
 Create screen only columns
 Add button to trigger business rule

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Popup Designer
 From the Dynachange Popup Designer you can alter the P21 search popups
 Add/Remove columns
 Change order of columns
 Change header text

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Navigator
 With the Dynachange Navigator you can create drill downs so that when you
click on an id field or transaction number the system will open a target
window for the id/transaction you clicked on. Example: Clicking on a item_id
can direct you to item maintenance for that item.
 Setting up a drill down is a 2 step process
 Right click a field that you want to drill in to -> Dynachange –
Dynachange Navigator -> Make field a drill source
 Right click on the destination field -> Dynachange -> Dynachange
Navigator -> Make field a drill target. Select check box that matches your
target. Click OK.

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Other Stuff
 History Panel
 You can change the text that shows up in the history panel
 Examples
 User Maintenance – Add user name instead of just ID
 Role Maintenance – Add role name instead of just UID
 Done through update statement on frame_menu table. See Epicor solution 52225

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Helpful Hints
 Some of the time when moving a field from another tab the field will be read
only
 Think carefully about your field when creating a new database field. It is not
possible through the application to rename or change the size or type of the
field once it is created
 If you want a new checkbox, you can create a new database field. Make sure
it is alphanumeric and 1 character. Once you place it on the screen, you have
the option to change it to a checkbox
 Formula for formatting number in computed field
 String((your calculation goes here), "#,###.00")

CONNECT 2020 13

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