Menu Maintenance

Menu Maintenance lets administrators edit and configure the QAD CSS navigational menu that displays in the left frame. The navigational menu provides users with direct links to the different modules and pages they are allowed to use based on security group. Unavailable options do not appear to users.

Administrators can add modules, remove them, and reorder the available menu options. You can also create headers and new hierarchies as needed.

Warning You can reorder menus as needed. However, Customer Selection must always be the last item on the menu listing or an error occurs when you attempt to generate the menu system.

Many other features of the menu system are determined by registry settings defined in System Registry Maintenance. System Registry Fields provides details about these settings.

Note: It is the task of QAD Global Services to create functions that do not appear in the menu system. Creating and organizing the menus is the last detail in developing new functions.

QAD CSS Navigation Menu

Before setting up menus in Menu Maintenance, use Security Group Maintenance to define security groups for users who perform specific roles in the administration of QAD CSS. After security groups are defined, create menus containing the specific functions for those roles.

The Menu Maintenance function is initially loaded with a full set of menus. The function is designed to streamline data entry by letting you copy that structure and tailor it for other groups. After you make a copy for a security group, you can remove the menus that they have no right to access and reorganize the others as needed.

When you change the menus, you are required to regenerate the corresponding JavaScript file. The JavaScript file is used to enhance system performance. This file is located in the directory specified by the menuDir registry setting.

The menu location of Menu Maintenance is Home Menu|Administration Menu|Menu Maintenance.

Clicking the Menu Maintenance menu option displays the screen in Menu Maintenance.

Menu Maintenance

The Menu Maintenance screen is relatively unpopulated. Most of the information and options appear in the left column. The specific components found on this screen are:

Menu Security Group List

List of the security groups previously defined in Security Group Maintenance. This list is selectable and takes you to a second Menu Maintenance screen.

Copy Menu From

This component lets administrators copy menu options and hierarchy from one security group and associate them with another.

Copy Menu To

Copies menu options and hierarchy to a new menu. Specify the security group to be associated with the new menu.

Append/Replace Copy Option

When copying menus, choose either Append or Replace.

Append: Append the menu setup to the existing menu structure.

Replace: Erase any previous menu setup and copy the one specified.

Copy button

Performs the Copy function and updates the database.

Clicking a security group link displays the menu organization screen. From here, you can modify the menu hierarchy and order.

Menu Organization Screen

The specific components found on this screen are:

Generate button

After you change the menus for the selected security group, click Generate to implement the changes into the navigational menu for the corresponding users.

Generating the menus is an optimization feature. It creates or updates a JavaScript file that is placed in the directory specified by the menuDir registry setting. Displaying menus based on the JavaScript file enhances system performance.

During system setup, you can choose to display menus in real time by setting the system registry field genMenuInLine to False. When genMenuInLine is False, any users currently logged in must log out and log back in for the changes to take effect.

Menu generation is carried out for all licensed languages.

Delete

Deletes the record of the corresponding row.

Note: The record is now displayed under the Modules rather than on Menu list, unless it has been physically removed from the system using System Module Maintenance.

Edit Header/Menu Module Option

Click a menu name to display a new window where the record can be modified.

Move To Link

After selecting (highlighting) a move link, click the arrow located next to the item where you want the menu item to display. Clicking the arrow moves the selected menu above the location you are pointing to in the hierarchy/order.

Move Link

Click the Move link to select an item you want to move.

Copy Link

Click this link to open a copy of the menu in the corresponding row in the Detail Edit Menu screen. You can then modify the attributes as required to create a menu item.

When you save the copy, the new menu item is placed at the bottom of the menu list. You can use the Move link to move it to the position where you want it to display.

Modules not in Menu

Modules (menu items) that are not currently available to the selected security group. Click one of them to move it to the active list.

When you move the module, the new menu item is placed at the bottom of the menu list. You can use the Move link to move it to the position where you want it to display.

Add New Header

This button adds a menu selection (by default, named new header). You can then edit this new menu item by clicking it and give the header a new name.

Moving Menu Entries

Menu Maintenance lets administrators move menus to new positions in the menu hierarchy. To move a menu:

1	From the Menu Maintenance screen, select the security group associated with the menu structure to be altered.

2	Click the Move button next to the menu item to be moved.

3	Click the left pointing arrow adjacent the row above where you want the menu entry to display.

4	The screen refreshes with the change applied.

Adding a Menu Entry

The Add New Header function of Menu Maintenance lets an administrator add custom menu options documents and associate them with specific QAD CSS pages.

To create an entry:

1	Click the Add New Header button in the right column of the Menu Maintenance screen.

2	Click New Header from the bottom of the menu list to display the menu edit window.

3	Enter data into the appropriate fields.

4	Click Add in the edit window to save the record.

Clicking a menu item from Menu Maintenance displays the screen in Detail Edit Menu.

Detail Edit Menu

The components of the menu edit screen are:

Menu Label

The text as it appear on the menu. This field has a translation option. To see the language options and alter the translated text, click the translation icon.

Menu Alt Text

The text that displays on mouse hover. This field has a translation option. To see the language options and alter the translated text, click the translation icon.

Group Name

The security group to which this record belongs.

Menu Description

A description of the purpose of the menu. The description can be helpful in identifying the evolution of your menu system.

Clicking a command button executes one of the following actions:

•	Save commits the record to the database.

•	Cancel returns to the menu selection screen without changing the database.

Modifying a Menu Entry

The Modify function of Menu Maintenance lets an administrator modify existing menu entries. Requirements for adding a record are the same as for editing a record.

To modify an entry:

1	Display the record to modify.

2	Click the menu link to display the edit screen.

3	Enter data into the appropriate fields. Fields that do not allow change are indicated by a second alternate color.

4	Click Save.