MenuSuites display menus
on the Departments page in the Microsoft Dynamics NAV Windows client.
MenuSuites contain links that enable you to browse application or objects, and
make the applications or objects easier to access in the Microsoft Dynamics NAV
Windows client. A MenuSuite contains a set of menus that enable you to access
reports, pages, codeunits, and so on, from the Microsoft Dynamics NAV Windows
client.
Microsoft Dynamics NAV
2015 provides a basic MenuSuite that you can modify, or you can create new
MenuSuites from the basic MenuSuite. You create MenuSuites in Object Designer
and modify them in Navigation Pane Designer. This article demonstrates how to
create a MenuSuite from the basic Menusuite for the Microsoft Dynamics NAV
Windows client. For information about how to modify MenuSuites.
About This Article
This article shows you
how to create a MenuSuite and modify department menus and menu items. This article
illustrates the following tasks:
- Creating a MenuSuite.
- Adding a new department to the Departments page.
- Modifying a department menu.
- Modifying menu items in a department.
Prerequisites
To complete this article,
you will need:
- Microsoft Dynamics NAV 2015 installed with a developer
license.
- The CRONUS International Ltd. demonstration database.
Story
Simon is a Microsoft
Certified Partner working for CRONUS International Ltd. The company has
recently reorganized. The Financial Management department has been converted to
Accounting department and some of the menu items in the department will no
longer be needed in the new Accounting department. The Human Resources
department is no longer needed because the functions of that department have
been contracted out to an agency. The functions of the Services department have
been suspended because the department will closed until further notice. A new
Customer Support department has been created at CRONUS International Ltd.. This
new department will contain customer and vendor support information, including
pages and reports.
Simon has been asked to
perform the following tasks and create a MenuSuite that meets the following
requirements:
- Create a new department named Customer Support. This
department should contain customer and vendor information such as a
Customer Card page, Vendor List page, and Customer-Order Summary report.
The information will be grouped under vendor and customer submenus. The
List page should be accessed from the Lists category and the card page
should be accessed from the Tasks subcategory.
- Add customer reports to the Reports and Analysis
submenu The MenuSuite should contain the Customer-Order Summary report,
which should be accessed from the Reports and Analysis subcategory in the
Customer Support department.
- Remove departments and menu items that are no longer
needed.
- Modify the MenuSuite to reflect all the changes at have
been made at CRONUS International Ltd.
Simon knows that he can
create a MenuSuite in Object Designer and make the changes in Navigation Pane
Designer to accomplish his task.
Creating the MenuSuite
You create MenuSuites
from the basic MenuSuite that is provided in Microsoft Dynamics NAV and design
it in Navigation Pane Designer. To create a new MenuSuite, choose a design
level that your license allows. For this article, you will design the MenuSuite
at the Dept-Partner design level. For more information about design permission
levels.
To create the MenuSuite
1.
In the Microsoft
Dynamics NAV Development Environment, choose Tools and then
choose Object Designer.
2.
In Object Designer,
choose MenuSuite and then choose New. The Design
Level window is displayed.
The
following image shows the MenuSuite design levels that are available in
Microsoft Dynamics NAV.
3.
In the Design
Level window, choose Dept - Partner and then choose OK to
open Navigation Pane Designer.
The
design level that you selected is shown in the header section of Navigation
Pane Designer.
4.
Right-click the Navigation
Pane Designer header and then choose Close Navigation Pane
Designer.
5.
In the Save
Changes dialog box, verify that Compile is selected
and then choose Yes.
The
MenuSuite that you created has an ID 1080, which is the ID for MenuSuites that
are designed at the Partner level.
Adding a New Department
The next step is to
create a menu for the new Customer Support department. You will make changes to
the department menu and add menu items later.
To add a department
1.
In Object Designer,
choose the MenuSuite that you just created and then choose Design.
2.
In Navigation Pane
Designer, right-click the department tabs section and then choose Create
Menu.
3.
In the Create
Menu window, in the Caption text box, enter Customer
Support. This is name of the new department.
4.
In the CaptionML text
box, choose the EditAssist button to open the Multilanguage
Editor.
Note
By default, the language setting on your computer is used for CaptionML, so clicking the text box automatically enters the defaults values.
5.
In the Multilanguage
Editor window, verify that Language is set to English
(United States) and Value is set to Customer
Support, and then choose the OK button. You can change the
language in the Windows Language List window by choosing the
up arrow in the Language column.
6.
In the Bitmap text
box, enter 10 and then choose OK. The Customer
Support department menu is added to the MenuSuite. Valid bitmap numbers are
0-15. This is the bitmap that is displayed on the department menu in Navigation
pane. However, the icons that are displayed on the departments on the Microsoft
Dynamics NAV Windows client are different.
Modifying the Department Menus
Next, you will make the
changes that were requested in the department menus. First, you will change the Financial
Management menu to Accounting. You will also make changes
to the menu items in the departments. You will delete the Human
Resources department and hide the Services department.
Simon knows that he may need the Services department in the
future so he will hide it for now.
To modify the department menus
1.
In Navigation Pane
Designer, select the Financial Management menu, from the
shortcut menu, choose Properties.
2.
In the Menu
Properties window, in the Caption text box, change
the text to Accounting and then choose the OK button.
3.
Select the Human
Resources menu, and from the shortcut menu, choose Delete.
4.
In the dialog box that
opens, choose Yes. This removes this department from the MenuSuite.
5.
Select the Services department
menu. From the shortcut menu, choose Hide in Designer. This removes
it from the list but is not deleted.
6.
Select the Customer
Support department menu. From the shortcut menu, choose Move
Up. Move Customer Support below Accounting.
Modifying the Menu Items in a Department
You will now modify the
menu items in the Accounting department and add menu items to
the Customer Support department.
To modify the menu items
1.
Select the Accounting department
and notice the menu items that appear in the top half of Navigation Pane Designer.
2.
Select the Periodic
Activities group folder. From the shortcut menu, choose Properties to
open the Group Properties window.
3.
Clear the Department
Page check box and then choose OK. This removes the Periodic
Activities group folder from the department page in the Microsoft
Dynamics NAV Windows client.
4.
Select the Cash
Management group folder. From the shortcut menu, choose Delete.
This removes the folder and all menu items that are in it.
5.
Select the Customer
Support department you created earlier. Notice that it does not
contain any menu items or group folders.
6.
Right-click the menu
items section, choose Create Group, and then name the folder Customers.
You will add pages that are related to customers in this group.
7.
Expand the Customer
folder node, right-click [Empty Group], and then choose Create
Item to open the Create Item window.
8.
In the Object
Type list, choose the drop-down arrow, and then select Page.
9.
In the Object ID text
box, choose the up arrow to open the Page List window and then
choose Customer Card (21) and then choose OK.
10.
Accept the defaults
values for the Caption and CaptionML text
boxes.
11.
In the Department list
box, select Tasks and then choose the OK button.
This puts this menu item in the Tasks sub menu.
12.
In the Create
Item window, choose the OK button.
13.
Right-click the Customer
Card menu item that you just created and then choose Create
Item to open the Create Item window.
14.
Repeat steps 8 through
12 and set the following values in the Create Item window to
add the Customer List (22) Page.
|
Object Type
|
Page.
|
|
Object ID
|
Customer List.
|
|
Caption
|
Customer List.
|
|
CaptionML
|
ENU=Customer List.
|
|
Department
|
Lists.
This puts this menu item in the Lists sub
category.
|
15.
Right-click the menu
items section, choose Create Group and then name the folder Vendors.
You will add pages that are relate to vendors in this group.
16.
Expand the Vendors group
folder node, right-click [Empty Group], and choose Create
Item to open the Create Item window.
17.
Repeat steps 8 through
12 and set the following values in the Create Item window to
add the Vendor Card (26) page.
|
Object Type
|
Page.
|
|
Object ID
|
Vendor Card.
|
|
Caption
|
Vendor Card.
|
|
CaptionML
|
ENU=Vendor Card.
|
|
Department
|
Tasks.
This puts this menu item in the Tasks sub
category.
|
18.
Right-click the Vendor
Card menu item you just added and then choose Create Item… to
open the Create Item window.
19.
Repeat steps 8 through
12 and set the following values in the Create Item window to
add the Vendor List (27) pages.
|
Object Type
|
Page.
|
|
Object ID
|
Vendor List.
|
|
Caption
|
Vendor List.
|
|
CaptionML
|
ENU=Vendor List.
|
|
Department
|
Lists.
This puts this menu item in the Lists sub
category.
|
20.
Right-click Vendors and
then choose Create Item… to open the Create Item window.
21.
Repeat steps 8 through
12 and set the following values in the Create Item window to
add the Customer-Order Summary (107) report.
|
Object Type
|
Report.
|
|
Object ID
|
Customer-Order Summary.
|
|
|
|
|
Caption
|
Customer-Order Summary.
|
|
CaptionML
|
ENU=Customer-Order Summary.
|
|
Department
|
Reports and Analysis.
This puts this menu item in the Reports and
Analysis sub category.
|
22.
If the item you want to
create already exists, instead of creating a new one you can just insert the
existing item.
23.
You have made all the
changes that were requested. You will now save the MenuSuite and run it.
24.
The following image
shows the departments and menu items in the Customer Support department
in Navigation Pane Designer. The MenuSuite you have created in Navigation Pane
Designer is similar to this image.
25.
Right-click the
Navigation Pane Designer header and choose Close Navigation Pane
Designer to save the MenuSuite. Notice the ID and the name of the
MenuSuite you are saving. The ID and the name are given by Microsoft Dynamics
NAV.
26.
In the Save
Changes dialog box, verify that Compile is selected
and then choose the OK button.
Running and Testing the MenuSuite
MenuSuites cannot be run
directly in the development environment. You run MenuSuites in the Microsoft
Dynamics NAV Windows client. In the Microsoft Dynamics NAV Windows client,
menus are located under Departments and the submenus under the
departments. Menus can be selected by department or by category.
To run and test the MenuSuite
1.
Open the Microsoft
Dynamics NAV Windows client.
 Note |
|
If the Microsoft Dynamics NAV Windows client is already
open, you must close it and reopen it. Otherwise, the MenuSuite that you
created will be displayed.
|
2.
In the leftmost pane,
choose Departments.
3.
Verify that the Customer
Support department and all the changes that you made appear in the
Microsoft Dynamics NAV Windows client.
References: MSDN
Blogs
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