How to add a job to the Visual Integrator Jobs Menu in Sage 100

Description

How to Add a new or existing Visual Integrator Job to the VI Jobs Menu.

Resolution

How to Add a Job to the Visual Integrator Jobs Menu

(Information available in Sage 100 Help)

Overview

• The Jobs Menu contains all jobs that have been added using the Menu Maintenance feature in Import Job Maintenance and Export Job Maintenance.

Before You Begin-

• You can add a job to the Jobs Menu only with the appropriate security setup.

To add a job to the Jobs menu

1. Select Visual Integrator, Main, Import Job Maintenance or Export Job Maintenance.
   • New Visual Integrator Job
     1. In the Import Job Selection or Export Job Selection window, enter a new job name and table name, and then click Accept or select an existing job.
        For more information, see Import Job Selection – Fields or Export Job Selection – Fields in Sage 100 Help.
     2. In the Import Job Maintenance or Export Job Maintenance window, click the Data tab and enter the data information.
     3. Click the Configuration tab, and then click Menu to open Menu Maintenance.
        • The Menu button is available only after job information has been added on the Data tab.
   • Existing Visual Integrator Job
     1. In the Job Name field use the lookup button to select an existing job.
     2. Click the Configuration tab, and then click Menu to open Menu Maintenance.
   • Note: If the current job is a General Ledger job, the Menu Maintenance window does not appear when you click Menu in the Import Job Maintenance or Export Job Maintenance window. You are instead prompted to add the current job to the menu. If the current job is already on the menu, you are prompted to delete it from the menu.

Menu Maintenance

1. In the Menu Maintenance window, in the Title field, type the title of the job as it will appear on the Jobs Menu.
   • Click Add to add the current job to the Visual Integrator Jobs Menu. The job will always be added to the bottom of the menu.
   • Click Remove to remove the currently selected menu item from the Visual Integrator Jobs Menu.
   • For more information, see Menu Maintenance – Fields in Sage 100 Help.
2. Click OK.

The job is added to the Jobs Menu in Visual Integrator.
After a job has been added to the Jobs menu, you can also add the job to the Task Menu and/or create a button on the Desktop to launch the job directly.

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.