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Ribbon Menus, Backstage, Quick Access & General Maintenance Menus

This Help File Page was last Modified on 04/10/2017

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Ribbon Menus, Backstage, Quick Access & General Maintenance Menus

This Help File Page was last Modified on 04/10/2017

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Ribbon Menus, Backstage, Quick Access & General Maintenance Menus

This Help File Page was last Modified on 04/10/2017

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There are three major Menu Systems used within MKMS.

MKMS uses an easy to understand application desktop - the MKMS Desktop - with "Module" specific tabs.

1.Each "Module" specific tab has its own Ribbon Menu - displayed horizontally across the top of the MKMS Desktop.

 

HelpFilesMKMSDesktopTabs-NoSearch

MKMS Desktop Tabs - Each Tab having its own Module Specific Ribbon Menu

 

2.The Backstage Menu System accessed with a Click on the Menu tab (note the pointer in the illustration below) is outlined in more detail later in this chapter

 

HelpFilesSTARKDesktopMenuTab  

Menu tab used to access the Backstage Menu System

 

3.The Quick Access Menu is available at any time even when other Forms are open, and is accessed by using either of these two methods:

a.Clicking the Menu Icon available on any Tab on the MKMS Desktop, or

 

HelpFilesDisplayMenuIcon

 

b.With a Right-Click on any open space on the MKMS Desktop.

 

HelpFilesMKMSDesktopInstantAccessMenuSystem

 

4.A Detail Data Grid Ribbon Menu (located at the bottom of the Detail Grid) will often be presented

 

HelpFilesInvoiceFormDetailGridRibbonMenu

Invoice Form - Detail Grid - Ribbon Menu

 

5.The General Maintenance Menu and its Filter field - available from within the Backstage and Quick Access Menu systems, is used to define the codes and descriptions (and other data) the are generally required during the Start Up Process required when implementing a new module (see the General Maintenance Menu System chapter for more information).

 

HelpFilesGeneralMaintenanceMenu

 

The Ribbon Menu - Each tab on the MKMS Desktop and most Forms have their own Ribbon Menu.

These Tab and Form specific Ribbon Menus offer easy access to the most commonly used features and functions associated with that Tab or Form

In the illustration at the top of this chapter, the Receivables Tab's Ribbon Menu options are: Subscribers (F3), Prospects (Ctrl+F3), Auto Bill, Auto Draft, and Post Receipts, plus some special Form access options (i.e., Search Subscriber by Job, Search Subscriber by Invoice, and Search Subscriber by Proposal).

In the illustration below, the Subscribers Form Ribbon Menu is shown with its Navigation Ribbon Menu's Edit View, Search, Grid, and Subscriber Options Icons; and its Actions Ribbon Menu's Dial, Documents, External Services, Favorites, Filters and Reports Icons; plus the Information Bar.

 

HelpFilesSubscriberFormRibbonMenus

 

Also see the Customize the Quick Access Tool Bar chapter for instructions on how to create a User Specific - personalized Quick Access Menu.

 

General Maintenance Menus - Ribbon Menu

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

 

Most Maintenance Forms available on the General Maintenance Menu have their own type of Ribbon Menu containing basic Navigation Icons and when displayed in its Grid format, specialized Icons for Exporting and Printing the contents of that Maintenance Form's Grid Data.

 

The Backstage Menu System, when opened by Clicking the Menu tab, is displayed on the left side of the the MKMS Desktop

This Backstage Menu System provides access to all necessary set-up, special operation, and administrative Menu Options

Not all Menu Options defined in these Help Files will be available to every User.

Certain Modules must be Registered before their specific Menu Options are displayed.

The General Ledger System, Inventory Tracking & Job Costing System, Communications Module and Tech Module are some examples of modules.

 

 HelpFileBackstageMenu

Backstage Menu System with the list of Maintenance Option categories

 

Filter - There several dozens of Menu options on the Backstage Menu and within the General Maintenance Menu (see below) where start-up entries are made.

oWhen the Filter field is available, you may:

a.Type in any Menu option's (partial and/or complete) Name

b.The Menu options matching the Filter Entry will be displayed - those that do not match will disappear.

c.Click on the desired Menu option for immediate access to that Form.

 

oRemove the Filter entry to restore the complete list of Menu options.

 

File - Provides access to one-time and periodic functions (e.g., General Ledger Wizard, Inventory Tracking Start-up, Month Closing), administrative and/or management functions (e.g., Post Earned Revenue, Bank Reconciliation, Custom Pay Increases, Import Payroll), and specialized processes (e.g., Run Automatic Payments, Work Order Completion/Review, Late Fee Generation, various specialized look up utilities).

 

HelpFilesBackstageMenuFileMenu

Backstage Menu System - File Menu

 

1.Communications - Manual Paging and Emails.

2.General Ledger - Month Closing, Account Register, General Journal Entries, Transaction File, etc.

3.Payable - Month Closing, Disbursements, Bank Reconciliation, Automatic Payments, etc.

4.Receivable - Custom Pay Increase, Month Closing, Post Auto Drafts, Late Fee Generation, Run Auto Billing process, etc.

5.Service - Run Automatic Service, Work Order Completion/Review

6.General - Review Deleted Entries, Review Audit

 

Maintenance - Provides access to all of the System Maintenance Forms used to initialize each module (see list below), and initiate specialized processes.

 

HelpFileBackstageMenu

Backstage Menu System - Maintenance Menu

 

The options that are listed may change based on the Modules that have been activated and the Access Rights granted to the current User.

1.General - Provides access to dozens of module specific General Maintenance Forms to define default codes and descriptions, Custom Fields, Purge Audit Data, Sale-Purchase Items, Employees, User Options, etc.

2.Payable - Bank Transactions, Void Unused Check

3.Receivables - Auto Draft, Invoice Export, Receipt Posting, Sale-Item Group Management, etc.

4.Regulus/Wells Fargo Import - Assign Receipts, Import Payments, Wells Fargo Positive File

5.Pay Import - Import

6.Monitoring - Alarm Group Maintenance, Create Mass Accounts, Manual Signals, Purge Alarm History, etc.

7.Commissions - Commission Adjustments, Commission Approvals

8.Inventory Tracking - ADI Parts Import, Calculate Inventory Item Average Cost, Transfer Inventory

9.Proposal and Prospect - Prospects, Prospect Filters

10.Reminder Maintenance - Purge Reminders

11.Service Tracking - Quick Work Order, Technician Schedule, Time Sheets, Service Group Maintenance, etc.

12.Vehicle Maintenance - Vehicle Maintenance Options

13.Quick Data Entry - Manager Templates, Data Entry

14.System Administrator - Backup Database, Validate database, Update Forms Table, Validate Documents, etc.

 

Reports - Provides access to all MKMS reporting capabilities.

 

HelpFilesBackstageMenuReportsMenu

Backstage Menu System - Reports Menu

 

The options that are listed may change based on the Modules that have been activated and the Access Rights granted to the current User.

1.Payable Reports - Accounts Payable, Cash requirements, Check register, Print Checks, Purchase Orders, etc.

2.Receivable Reports - Accounts Receivable, Auto Draft Accounts, Cash Receipts, Sales Analysis, Recurring Revenue Preview, etc.

3.Audit Reports - Audit, Accounts Audit, System Audit

4.General - Calls, Financial Spreadsheet, Inventory Tracking, Labels, Subscriber Listing, etc.

5.Monitoring - Active/Passive Signals, Alarm Activity, All Events, Call List Verification, Excessive Signals, Still Opened or Closed, etc.

6.Commissions - Earned Commissions

7.General Ledger - Balance Sheet, General Journal, Income Statement, Profit and Loss Comparison, Trial Balance

8.Inventory Reports - Inventory Adjustments, Inventory Kits, Inventory Listing, Inventory Reorder, Inventory Usage, etc.

9.Job Costing 2.0 - Job Listing, Job Profit Summary, Job Work Sheet, Reserved Inventory, Work In Progress

10.Prospect And Proposal - Leads (Analysis, By Salesperson, By Source), Proposals, Prospect Information, etc.

11.Service Tracking - Determine Excessive Services, Eligible for Service, Contract, No Service since, Open Service Requests, etc.

12.Vehicle Maintenance - Mileage List, Service Required

 

Window - Provides the relatively standard Windows® choices for Form arrangement and Display options.

 

HelpFilesBackstageMenuWindowsMenu

Backstage Menu System - Windows Menu

 

Security - The options that are listed may change based on the Access Rights granted to the current User.

 

HelpFilesBackstageMenuSecurityMenu

Backstage Menu System - Security Menu                  

 

The Security Menu provides several options to setup and maintain User Access Rights, Passwords, and other Security & Access Management, as well as the Log In/Log Out functions.

1.Add/Delete User

2.Change Password

3.Register

4.User Access Rights

5.Log In

6.Log Out

 

Help - The Help Menu provides access to the On Line Help Files, internal MKMS Function Key (see below) information, Tip of the Day, the About Box and the Troubleshooting dialog.

 

HelpFilesBackstageMenuHelpMenu

Backstage Menu System - Help Menu

 

1.Content - This option will open the Help Files from the Web

2.Function key help - This option will open the MKMS Function Key Help screen

 

HelpFilesMKMSFunctionKeyListing

MKMS (internal) Function Key Listing

 

3.Search for Help on Web,

4.Tip of the Day

5.About

6.Troubleshooting

 

The Quick Access Menu is displayed by Right-Clicking on any location on the MKMS Desktop that is not within a Form or Ribbon Menu, or by Clicking the Menu Icon on any Tab at the top of the MKMS Desktop.

 

HelpFilesMKMSDesktopInstantAccessMenuSystem

 

The General Maintenance Menu option - Titled Maintenance when it is displayed - offers access to all of Forms that are required for completing each module's Start-Up Procedures.

 

HelpFilesGeneralMaintenanceMenu