Tuesday, July 19, 2011

RTC vs Classic MenuSuite

In the Classic client, accessing forms and reports is done from the navigation pane, which displays menus that are contained in a MenuSuite object. In the RTC client, navigation to pages and reports is done with:
  • Role Centers
  • Departments
MenuSuite object that is useed in the Classic client can be transofmed to a Departments page that is used in the RoleTailored client.
The Departments page contains entire suite of functionality available to the company. In this way, the Departments page in the RTC is similar to the navigation pane in the Classic client. The Departments page is also a MenuSuite object with layered item structure but is designed specifically for RTC.
When creating a new MenuSuite object, you must select either the Classic client or the RoleTailored client as the target.

The ID of a MenuSuite object for the RTC will be the Classic client ID plus 1000, as shown in the following table.

MenuSuite object in the Classic client MenuSuite object in the RoleTailored client
10 MBS 1010 Dept - MBS
51 Add-on 1 1051 Dept - Add-on 1

MenuSuite object is transformed by using the Transformation Input File (TIF) Editor. The MenuSuite transformation creates a suggestion for a Departments page that is based on the navigation pane, transformation rules, and input.
After MenuSuite object transform ation, you must verify whether you need to make additional updates to the transformed Departments page. The RoleTailored client has different functionality and different user experience (UX) requirements than the navigation pane in the Classic client. The additional updates that you make to the transformed Departments page can take advantage of the new functionality.
To reduce the number of these manual updates that you have to make after transformation, verify that you meet the following conditions before transforming a MenuSuite object.

Condition Reason
PageType is assigned to all form objects. Form objects will be placed in a Department Category based on PageType.
CardFormID is assigned to all list form objects with a card. Card Form IDs in MenuSuite will be replaced with the related list.
Microsoft Dynamics NAV Developer Toolkit is installed to provide data about which reports are ProcessingOnly reports. ProcessingOnly reports are placed in the Tasks category on department pages. Other reports are placed in the Reports and Analysis category on department pages.

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