To set up the dynamic menu browser

For an employee to see his or her Dynamic Menu Browser the following six conditions must be met:

Condition 1

One or more project models must have been created that contain at least the following model items:

Note if the value of the Usar vínculo de empleado - modelo de proyecto field is No, you do not need to link employees to a project model, because for the creation of dynamic menu browsers no check will be carried out that will verify if employees are linked to the project model.

Condition 2

The employee must be authorized for (part) of the project model via the roles.

Condition 3

For each business process within the business process model you must specify if it may be used in the Dynamic Menu Browser. You can do this via the details session of the business process in the Procesos empresariales por modelo de proyecto (tgbrg4560m000) session.

Condition 4

An employee must be linked to a ERP user. This link can be established in the Configurar usuarios por empleados DEM (tgbrg8240m000) session in which you must also set the value of the Start up program field to Dynamic Menu Browser. If no ERP user is created for an employee, that employee will not able to start the Dynamic Menu Browser.

Condition 5

Use the Configuración DEM de usuario (tgbrg8136m000) session to define the default Dynamic Menu Browser settings for an ERP user. Moreover, Utilice esta sesión para specify the default project model and the user authorizations. The latter determines whether a ERP user is allowed to start activities directly from that user's Dynamic Menu Browser or if the Process Viewer must be used.

Condition 6

The created project models must be defined as run time project models in the Versión ejecutable, modelo proyecto y fase optimización (tgbrg0105m000) session. At least one of these run time project model must be linked to the start up company of the ERP user. This default start up company can be selected for every ERP user in the User Data (ttaad2500m000) session.

Note

For every company, one run time project model must be selected as the main run-time project-model. Main run-time project-models are used in the Dynamic Menu Browser for the following purposes:

  • If an ERP user switches to another company, the main run-time project-model, specified for that company, is started automatically
  • If no default run-time project-model has been selected in the ERP user DEM Settings (tgbrg8136m000) session, the Dynamic Menu Browser will start with the main run-time project-model that has been selected for the user's start up company.

The following scenarios are applicable to an ERP user who has the above Dynamic Menu Browser settings:

  • According to the above settings, the ERP user will see project model PM 01 when he/she starts his Dynamic Menu Browser. When he switches to company 200 project model PM 03 will be started automatically.
  • If company 200 becomes the start up company, the ERP user will see project Model PM 03, even though that user's default project model is PM
  • If project model PM 05 becomes the default project model, the ERP user will see project model PM 02 when the Dynamic Menu Browser is started.