Configuring Menu Maintenance

Use the Menu Maintenance form to customize menus, configure menu/sub-menu/transaction profiles and their sequential arrangement, scan box support and the maximum menu options.

  1. Open the Menu Maintenance form.
  2. To add a new menu, click New or select a blank line from the left grid. To modify an existing menu, select it from the left grid.
  3. Specify this information:
    ERP Type
    Select Infor-M3 as ERP type.
    Menu Name
    Specify a unique menu name. If you are modifying an existing menu, this field is read only.
    Description
    Specify a description for the menu.
    Display name
    Specify a short, but descriptive display name for the menu. This value is used in the actual list menu or icon menu displayed on a mobile scanner device.
    Maximum Menu Options
    Specify the maximum number of menus options to be included in this menu. For icon menu, a maximum of 9 menu icons or transaction profile icons must be displayed.
    Include Scan Box
    Select this checkbox to enable the scan box functionality in this menu
    Menu Type
    Select a menu type: Icon or List.
    Menu Options
    On the Menu Options tab, select the buttons on the right to add, delete or modify menu options.
    • Click Add to add a new menu option. See steps 4 or 5 for detailed steps on how to add a menu option.
    • Click Delete to delete a selected menu option.
    • To modify an existing menu option, select it from the list, then update the values in the Icon, Menu or Profile tab below.
    • Click the Up or Down to set the sequence of menu options.
  4. If current Menu Type is Icon, click Add and specify the icon information on the Icon tab below:
    Icon Id
    Select and Icon Id. Icons are configured in the Icons form.
    Action Type
    This field is automatically populated depending on the action type of the selected Icon Id.
  5. 5. If current Menu Type is List, click Add, select the Option Type, and specify the menu option on the Menu or Profile tab below:
    Option Type
    In the Option Type column, select Menu or Transaction Profile. Menu or Profile tab will be enabled depending on the selected option type.

    On the Menu tab, select a Menu Name. The selected Menu Name becomes a sub-menu of the current menu.

    On the Profile tab, select a Transaction Name and Transaction Profile.

  6. Click Save.
Parent topic: Menu Management Overview