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8385 Solomon 6.0 Bill of Material
Course Description

Microsoft Dynamics Logo

Duration: 1 Day

Prerequisites:

Before attending this course, students must have:

  • A working knowledge of Microsoft® Windows® and your specific network operating system, Microsoft Windows NT, Microsoft Windows 2000 Server, etc.
  • A fundamental knowledge of Microsoft Solomon system operation and maintenance
  • Some experience or knowledge of Microsoft® SQL Server® and Structured Query Language (SQL)

Course Description:

This one-day course is designed to give individuals a comprehensive and practical overview of how to use the Microsoft® Business Solutions-Solomon® Customization Manager to modify standard Microsoft Solomon application windows. This class teaches students how to give a custom look to Microsoft Solomon windows, meet specific system processing or security requirements, accommodate individual user needs, as well as provide a basic understanding related to the theory, tools, and functions of the Customization Manager and Visual Basic for Application modules. This course also provides definitions for terminology related to the Customization Manager such as objects, events, captions, and headings.

Objectives:

After completing this course, students should understand:

  • How to rearrange the fields in data entry windows to more closely resemble source document formats or to make room for new or additional window fields
  • How to change the tab order the cursor moves through the fields in each window
  • How to change the default values of Solomon window fields
  • How to modify the way data fields display values like telephone and social security numbers
  • How to hide fields for all users, specific users, or specific groups
  • How to make fields display only
  • How to add new items to windows such as data object fields, labels, buttons, frames, and tabs
  • How to write Microsoft® Visual Basic® for Application (VBA) code and associate the VBA code with a Microsoft Solomon window or object
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Course Outline

Lesson 1: Customization Manager Overview

  • Introducing Customization Manager
  • How Customization Manager Functions
  • Customization Manager Components
  • Other Optional Customization Tools
  • Understanding the Scope of Customization Manager
  • Identifying a Customized Solomon Window

Lesson 2: Getting Started with Customizations

  • Planning the Customization
  • Understanding the Basic Terminology
  • Customize Menu Options
  • Selecting the Customization Level
  • Procedures to Set up a Customization Group
  • Procedures to Select the Customization Level
  • Starting Customize Mode
  • Procedures to Start Customize Mode
  • Saving Customizations
  • Procedures to Save a Customization
  • Stopping Customization Manager
  • Procedures to Stop Customization Mode
  • Selecting Objects and the Properties Window
  • Procedures to Open the Properties Screen
  • Selecting the Object to Modify
  • Procedures to Select an Object to Modify
  • Procedures to Select a Different Object While in Properties
  • Identifying the Object in Focus
  • Procedures to Identify an Object
  • Identifying the Current Value of an Object
  • Procedures to Open the Customization Property Browser

Lesson 3: Customizing Screen Appearance and Flow

  • Modifying Screen Terminology
  • Procedures to Move Objects
  • Resizing Objects
  • Procedures to Resize Windows and Objects
  • Properties of Moved and Resized Objects
  • Setting Customization Options
  • Changing Colors
  • Procedures to Change the BackColor or ForeColor
  • Changing Fonts
  • Procedures to Change the Font
  • Changing the Alignment of Text
  • Procedures to Change the Alignment
  • Modifying Cursor Movement in a Window
  • Procedures to Change the Tabbing

Lesson 4: Masks, Security and Values

  • Changing the Display Mask of Data
  • Procedures to Define a Custom Mask
  • Establishing Security
  • Application Field-Level Security
  • Procedures to Set an Object's Visibility
  • Procedures to Enable or Disable an Object's Accessibility
  • Procedures to Secure an Object's Customization
  • Customization-Level Security
  • Procedures to Set Customization-Level Security
  • Changing Default Object Values
  • Procedures to Change an Object's Default Value
  • Changing Values and Ranges
  • On and Off Values for Checkboxes
  • Procedures to Set an Object's On and Off Values
  • True Text Values for Option Buttons
  • Procedures to Define an Object's True Text Values
  • Minimum and Maximum Values
  • Procedures to Set an Object's Min/Max Values

Lesson 5: Lookups, Tab Objects, New Objects

  • Working with Lookups
  • Procedures to Modify a Value List for a Combo Box
  • Procedures to Define a Value List for a New Object
  • Working With Tab Objects
  • Procedures to Add a Tab to a Tab Object
  • Inserting New Objects Into Windows
  • Procedures to Insert an Additional Object

Lesson 6: Managing Customizations

  • Exporting Customizations to Other Databases
  • Procedures to Export Customizations
  • Viewing and Editing Export Files
  • Procedures to View the Contents of Export Files
  • Importing Customizations from Other Databases
  • Procedures to Import Customizations into a Database
  • Removing Customizations
  • Procedures to Remove Object Changes or an Object
  • Procedures to Remove Screen Changes or a Subform

Lesson 7: Customizing Events Using Visual Basic for Applications

  • Understanding the Concept
  • Defining Custom Event Code
  • Procedures to Develop Custom Event Code With VBA

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