The following table matches character mode forms with their corresponding GUI windows or processes. This information supplements Windows and Navigator Paths in the product online documentation. Text in brackets ([ ]) indicates a button.
The GUI Navigator paths are based on the Cost Manager GUI US1 responsibility.
For more information on any window, navigate to the window and choose the help icon.
Character Mode Form and Menu Path | GUI Window or Process, and Navigation Path |
---|---|
Assign Descriptive Security Rules \Navigate Setup Flexfields Descriptive Security Assign |
Define Security Rules Navigator: Setup > Flexfields > Descriptive > Security > Define |
Assign Key Flexfield Security Rules \Navigate Setup Flexfields Key Security Assign |
Assign Security Rules Navigator: Setup > Flexfields > Key > Security > Assign |
Assign Security Rules \Navigate Setup Flexfields Validation Security Assign |
Assign Security Rules Navigator: Setup > Flexfields > Validation > Security > Assign |
Change Organization \Navigate Other ChangeOrg |
Organizations Navigator: Change Organization |
Close Accounting Period \Navigate Period Close |
Inventory Accounting Periods Navigator: Accounting Close Cycle > Inventory Accounting Periods |
Close Discrete Jobs \Navigate CloseJobs |
Close Discrete Jobs Navigator: Discrete Jobs > Close Discrete Jobs > Close Discrete Jobs (SRS) or Navigator: Discrete Jobs > Close Discrete Jobs > Close Discrete Jobs (Forms) |
Compare Bills of Material \Navigate Inquiry BOM Bill Compare |
Bill Components Comparison Navigator: Operational Analysis > View Bills > Comparison |
Copy Item Cost Information \Navigate ItemCost Copy |
Copy Cost Information Navigator: Cost Mass Edits > Copy Cost Information |
Define Account Alias \Navigate Setup SystemAcct AcctAlias |
Account Aliases Navigator: Setup > Account Assignments > Account Aliases |
Define Accounting Flexfield Combination \Navigate Setup Financial Accounts |
GL Accounts Navigator: Setup > Account Assignments > Accounts |
Define Activities \Navigate Setup Activity |
Activities Navigator: Setup > Activities |
Define Alternates \Navigate Setup Alternates |
Alternates Navigator: Setup > Alternates |
Define Calendar \Navigate Setup Financial Calendar Periods |
Accounting Calendar Navigator: Setup > Financials > Accounting Calendar > Accounting |
Define Category \Navigate Setup Category Name |
Categories Navigator: Setup > Categories > Category Codes |
Define Category Set \Navigate Setup Category Set |
Category Set Navigator: Setup > Categories > Category Sets |
Define Cost Type \Navigate Setup CostType |
Cost Types Navigator: Setup > Cost Types |
Define Cross-Validation Rule \Navigate Setup Flexfields Key Rules |
Cross-Validation Rules Navigator: Setup > Flexfields > Key > Rules |
Define Currency \Navigate Setup Financial Currencies Define |
Currencies Navigator: Setup > Financials > Currencies > Currencies |
Define Daily Rates \Navigate Setup Financial Currencies Rates Daily |
Daily Rates Navigator: Setup > Financials > Currencies > Daily Rates |
Define Default Category Sets \Navigate Setup Category Defaults |
Default Category Sets Navigator: Setup > Categories > Default Category Sets |
Define Default Material Overhead \Navigate Setup Sub-Element Defaults |
Material Overhead Defaults Navigator: Setup > Sub-Elements > Defaults |
Define Descriptive Flexfield Segments \Navigate Setup Flexfields Descriptive Segments |
Descriptive Flexfield Segments Navigator: Setup > Flexfields > Descriptive > Segments |
Define Descriptive Security Rule \Navigate Setup Flexfields Descriptive Security Define |
Define Security Rules Navigator: Setup > Flexfields > Descriptive > Security > Define |
Define Descriptive Segment Values \Navigate Setup Flexfields Descriptive Values |
Segment Values Navigator: Setup > Flexfields > Descriptive > Values |
Define Employee Labor Rate \Navigate Setup Employee Rates |
Employee Labor Rates Navigator: Setup > Employees > Labor Rates |
Define Freight Carriers \Navigate Setup SystemAcct FrtCarrier |
Freight Carriers Navigator: Setup > Account Assignments > Freight Carriers |
Define Item Costs \Navigate ItemCost Define |
Item Costs Summary Navigator: Item Costs > Item Costs and Item Costs Navigator: Item Costs > Item Costs > [Costs] and Item Costs Details Navigator: Item Costs > Item Costs > [New] |
Define Key Flexfield Security Rule \Navigate Setup Flexfields Key Security Define |
Define Security Rules Navigator: Setup > Flexfields > Key > Security > Define |
Define Key Flexfield Segments \Navigate Setup Flexfields Key Segments |
Key Flexfield Segments Navigator: Setup > Flexfields > Key > Segments |
Define Key Segment Values \Navigate Setup Flexfields Key Values |
Segment Values Navigator: Setup > Flexfields > Key > Values |
Define Material Sub-Elements \Navigate Setup Sub-Element Material |
Material Subelements Navigator: Setup > Sub-Elements > Material |
Define Organization Parameters \Navigate Setup SystemAcct Organization |
Organization Parameters Navigator: Setup > Account Assignments > Organization Parameters |
Define Organization Shipping Network \Navigate Setup SystemAcct InterOrg |
Shipping Networks Navigator: Setup > Account Assignments > Shipping Network |
Define Overhead \Navigate Setup Sub-Element Overhead |
Overhead Rates Navigator: Setup > Sub-Elements > Overheads > [Rates] and Overheads Navigator: Setup > Sub-Elements > Overheads and Resource Overhead Associations Navigator: Setup > Sub-Elements > Overheads > [Resources] |
Define Period Rates \Navigate Setup Financial Currencies Rates Period |
Period Rates Navigator: Setup > Financials > Currencies > Period Rates |
Define Period Types \Navigate Setup Financial Calendar Types |
Period Types Navigator: Setup > Financials > Accounting Calendar > Types |
Define Resource \Navigate Setup Sub-Element Resource |
Resources Navigator: Setup > Sub-Elements > Resources |
Define Rollup Groups \Navigate Setup Flexfields Key Groups |
Rollup Groups Navigator: Setup > Flexfields > Key > Groups |
Define Security Rule \Navigate Setup Flexfields Validation Security Define |
Define Security Rules Navigator: Setup > Flexfields > Validation > Security > Define |
Define Segment Values \Navigate Setup Flexfields Validation Values |
Segment Values Navigator: Setup > Flexfields > Validation > Values |
Define Ledger \Navigate Setup Financial Books |
Ledger Navigator: Setup > Financials > Books |
Define Shorthand Aliases \Navigate Setup Flexfields Key Aliases |
Shorthand Aliases Navigator: Setup > Flexfields > Key > Aliases |
Define Subinventory \Navigate Setup SystemAcct Subinventory |
Subinventories Summary Navigator: Setup > Account Assignments > Subinventories |
Define Value Set \Navigate Setup Flexfields Validation Sets |
Value Sets Navigator: Setup > Flexfields > Validation > Sets |
Define WIP Accounting Class \Navigate Setup SystemAcct WipClass |
WIP Accounting Classes Navigator: Setup > Account Assignments > WIP Accounting Classes |
Enter Employee \Navigate Setup Employee Enter |
Enter Person Navigator: Setup > Employees > Persons |
Mass Edit Item Accounts \Navigate ItemCost MassEdit Account |
Mass Edit Item Accounts Navigator: Cost Mass Edits > Mass Edit Item Accounts |
Mass Edit Item Cost Information \Navigate ItemCost MassEdit Cost |
Mass Edit Cost Information Navigator: Cost Mass Edits > Mass Edit Cost Information |
Open Accounting Periods \Navigate Period Open |
Inventory Accounting Periods Navigator: Accounting Close Cycle > Inventory Account Periods |
Purge Cost Information \Navigate ItemCost Purge |
Purge Cost Information Navigator: Cost Mass Edits > Purge Cost Information |
Purge Standard Cost Update History \Navigate ItemCost Update Purge |
Purge Standard Cost History Navigator: Item Costs > Standard Cost Update > Purge Cost Update History |
Request Bill of Material Reports \Navigate Report BOM |
Report Item Cost Information Navigator: Reports > Cost > Item |
Request Chart of Accounts Reports \Navigate Report Account |
Request Chart of Accounts Reports Navigator: Report > Account |
Request Cost Audit Reports \Navigate Report Audit |
Audit Information Report Navigator: Report > Audits |
Request Cost Setup Reports \Navigate Report Setup |
Request Cost Setup Reports Navigator: Report > Setup [Submit a New Request] |
Request Interface Managers \Navigate Other InterfaceMgr |
Interface Managers Navigator: Setup > Interface Managers |
Request Inventory Reports \Navigate Report INV |
Request Value Reports Navigator: Report > Value > Item [Submit a New Request] |
Request Item Cost Reports \Navigate Report Cost Item |
Report Item Cost Information Navigator: Report > Cost > Item [Submit a New Request] |
Request Margin Analysis Reports \Navigate Report Margin |
Request Analysis Reports Navigator: Report > Operational Analysis |
Request MRP Cost Reports \Navigate Report MRP |
Request Analysis Reports Navigator: Report > Operational Analysis |
Request Purchasing Reports \Navigate Report PUR |
Request Analysis Reports Navigator: Report > Operational Analysis |
Request Work in Process Reports \Navigate Report WIP |
Request Transaction Reports Navigator: Report > Transactions |
Run Reports \Navigate Report |
Obsolete in GUI |
Search Items \Navigate Inquiry Item Catalog |
Item Search Navigator: Operational Analysis > View Material > Item Search |
Transfers Transactions to General Ledger \Navigate Period GLTransfer |
General Ledger Transfer Navigator: Accounting Close Cycle > General Ledger Transfers |
Update Accounting Periods \Navigate Period Update |
Inventory Accounting Periods Navigator: Accounting Close Cycle > Inventory Accounting Periods |
Update Average Cost \Navigate ItemCost Update Update |
Update Average Cost Navigator: Item Costs > Average Cost Update > Update Costs |
Update Personal Profile Options \Navigate Other Profile |
Personal Profile Values Navigator: Setup > Profiles |
Update Standard Costs \Navigate ItemCost Update Update |
Standard Cost Update Navigator: Item Costs > Standard Cost Update > Update Costs |
View Activities \Navigate Inquiry Setup Activity |
Activities Navigator: Setup > Activities |
View Bill of Material Details \Navigate Inquiry BOM Bill Detail |
Bills of Material Navigator: Operational Analysis > View Bills > Bills |
View Component Item Requirements \Navigate Inquiry WIP Components |
View Material Requirements Navigator: Operational Analysis > View Work in Process > Material Requirements |
View Concurrent Requests \Navigate Other Request |
Requests Navigator: Requests Choose: [View Output] - to view Request Output [View Log] button - to view Request Log Use the Menu to choose: Tools Menu > Managers - to view Manager Log |
View Cost Type \Navigate Inquiry Setup CostType |
Cost Types Navigator: Setup > Cost Types |
View Department \Navigate Inquiry Setup Department |
Departments Navigator: Operational Analysis > View Routings > Departments |
View Discrete Job \Navigate Inquiry WIP Discrete Job |
View Discrete Jobs Navigator: View Work in Process > Discrete Jobs |
View Indented Bill of Material \Navigate Inquiry BOM Bill Indented |
Indented Bills of Material Navigator: Item Costs > ViewCosted Indented Bills > [Find] |
View Item Attributes \Navigate Inquiry Items Attributes |
Find Item Information Navigator: Operational Analysis > View Materials> Item Information |
View Item Cost Information \Navigate Inquiry Cost Item |
View Item Costs Details Navigator: Item Costs > Item Costs > [Views] > [Details] and View Item Costs Summary Navigator: Item Costs > Item Costs > [Views] |
View Item Quantities \Navigate Inquiry INV Onhand Item |
Item On-hand Quantities Navigator: Operational Analysis > View Material > On-hand Quantities |
View Item Standard Cost History \Navigate Inquiry CostHistory |
Standard Cost History Navigator: Item Costs > Standard Cost Update > View Cost History |
View Item Status \Navigate Inquiry Item Status |
Use the Inventory responsibility and See: Inventory Character Mode Forms and Corresponding GUI Windows |
View Item Usage \Navigate Inquiry BOM WhereUsed Item |
Item WhereUsed Navigator: Operational Analysis > View Bills > Item Usages |
View Job Lot Composition \Navigate Inquiry WIP Discrete Lot |
Use the Work in Process responsibility and See: Work in Proceess Character Mode Forms and Corresponding GUI Windows. |
View Jobs by Assembly \Navigate Inquiry WIP Discrete Assembly |
View Discrete Jobs Navigator: Operational Analysis > View Work in Process > Discrete Jobs (by Assembly) |
View Locator Quantities \Navigate Inquiry INV Onhand Locator |
Use the Inventory responsibility and See: Inventory Character Mode Forms and Corresponding GUI Windows. |
View Material Overhead Defaults \Navigate Inquiry Setup Defaults |
Material Overhead Defaults Navigator: Setup > Sub-Elements > Defaults |
View Material Sub-Elements \Navigate Inquiry Setup Material |
Material Subelements Navigator: Setup > Sub-Elements > Material |
View Negative Inventory Information \Navigate Inquiry INV Onhand Negative |
Use the Inventory responsibility and See: Inventory Character Mode Forms and Corresponding GUI Windows. |
View Overhead \Navigate Inquiry Setup Overhead |
Overheads Navigator: Setup > Sub-Elements > Overheads |
View Pending Interface Activity \Navigate Inquiry Transact Interface |
Use the Inventory responsibility and See: Inventory Character Mode Forms and Corresponding GUI Windows. |
View Pending WIP Transactions \Navigate Inquiry WIP Interface |
Pending Move Transactions Navigator: View Transactions > Pending Move Transactions and Pending Resource Transactions Navigator: View Transactions > Pending Resource Transactions |
View Period Close Information \Navigate Inquiry INV PeriodClose |
Inventory Accounting Periods Navigator: Accounting Close Cycle > Inventory Accounting Periods |
View Purchase History \Navigate Inquiry PUR PoHistory |
Supplier Item Catalog Navigator: Operational Analysis > View Purchases > Purchase Item History |
View Purchase Order Distributions \Navigate Inquiry PUR PoDistributions |
Purchase Order Distributions Navigator: Operational Analysis > View Purchases > Purchase Orders > [Find] |
View Purchase Order \Navigate Inquiry PUR Purchases |
Purchase Orders Navigator: Operational Analysis > View Purchases > Purchase Orders |
View Receiving Transactions \Navigate Inquiry PUR Receipts |
Receiving Transactions Navigator: View Transactions > Receiving Transactions |
View Requisition Distributions \Navigate Inquiry PUR ReqDistributions |
Requisition Header Summary Navigator: Operational Analysis > View Purchases > Requisitions |
View Repetitive Schedules by Assembly \Navigate Inquiry WIP Repetitive |
View Repetitive Schedules Summary Navigator: Operational Analysis > View Work in Process > Repetitive Schedules (by Assembly) [Find] |
View Reports \Navigate Report View |
Requests Navigator: Requests To view Manager Log: Navigator: Requests > Tools menu > Managers |
View Resource \Navigate Inquiry Setup Resource |
Resources Navigator: Setup > Sub-Elements > Resources |
View Resource Usage \Navigate Inquiry BOM WhereUsed Resource |
Resource WhereUsed Navigator: Operational Analysis > View Routings > Resource Usage |
View Routing \Navigate Inquiry BOM Routing |
Routings Navigator: Operational Analysis > View Routings > Routings |
View Standard Cost History \Navigate Inquiry CostHistory |
Standard Cost History Navigator: Item Costs > Standard Cost Update > View Cost History |
View Standard Cost Updates \Navigate Inquiry Cost Update |
View Standard Cost Update Navigator: Item Costs > Standard Cost Update > View Cost Update |
View Subinventory Quantities \Navigate Inquiry INV Onhand Subinventory |
Item On-hand Quantities Navigator: Operational Analysis > View Material > On-hand Quantities |
View Transaction Distributions \Navigate Inquiry INV Distribution |
Material Transaction Distributions Navigator: View Transactions > Material Distributions > [Find] |
View Transactions \Navigate Inquiry INV Transactions |
Material Transactions Navigator: View Transactions > Material Transactions |
View Transactions by Source Type \Navigate Inquiry INV Source |
Material Transactions Navigator: View Transactions > Material Transactions |
View WIP Operations \Navigate Inquiry WIP Operations |
View Operations Navigator: Operational Analysis > View Work in Process > Operations |
View WIP Transactions \Navigate Inquiry WIP Transactions |
View Move Transactions Navigator: View Transactions > Move Transactions and View Resource Transactions Navigator: Transactions > Resource Transactions |
View WIP Value \Navigate Inquiry WIP Value |
WIP Value Summary Navigator: View Transactions > WIP Value Summary > WIP Jobs and Schedules > [Value Summary] |