8 Customizing Menus (WMNU)

Purpose: Use Work with Menus to create and customize menus for an individual user or groups of users in either Order Management System (Classic View), Modern View, or both. For example, you might want to create a menu and customize it so that only customer service functions appear to the individual who performs customer service activities.

Menus can include sub-menus: You can create menus that include only individual menu options, and also create menus that include sub-menus that provide additional menu options. The system does not prevent you from assigning the same menu option at different levels in the menu hierarchy, such as including an option at the top level menu and again in a sub-menu.

Menu option assignment for Modern View: In Modern View, for the most part a user’s access to menu options is available through the Tasks option or the Pin the Menu option, and is based on the user’s Default menu assignment in Work with Users; there is no Fast Path available in Modern View. However, if the user has authority to a menu option not included in their default menu or one of its sub-menus, the option is available in Modern View through a menu title of Additional Options.

Example: If a user is assigned authority to the MULO (unlock suspended order or batch) menu option, but the user’s default menu does not include MULO, or include a sub-menu that includes MULO, the MULO option in Modern View is available under the menu title of Additional Options.

Quick link menu: You can assign a menu as the Modern View Quick Link Menu for a user class. The menu options included in this menu are displayed automatically for users in the user class at the Modern View Home page, provided that the options are available in Modern View.

Classic View or Modern View? Some menu options are available only in Classic View, some are available only in Modern View, and some are available in both:

• Modern View only: Options that are available only in Modern View have a Type of MODERN VIEW in Setting Up Menu Options (WOPT). If you are using Classic View and select an option available only in Modern View, the screen displays an error.

• Classic View only: Certain menu options are available only in Classic View. Any options that are available only in Classic View are not displayed in Modern View through the user’s Default menu or its sub-menus.

• Both Modern View and Classic View: Certain menu options are available in both Modern View and Classic View. These options, which have a Type of PROGRAM or PROCESS, are:

  • Order Inquiry/Maintenance (OIOM)

  • Stored Value Card Balance Inquiry (MSVB)

  • Unlock Stranded Order or Batch (MULO)

  • Display Order Control Summary (FLSH)

  • Sales Summary (DSSS)

In this chapter:

• Work with Menus Screen (See below)

• Work with Menu Details Screen (Creating a Menu and Menu Details)

• Copy Menu Screen

• Work with Menu Details Screen (Changing Menu Details)

Related topics: If you plan on creating your own menu options, read Setting Up Menu Options (WOPT) before you begin working with menus. Menu options must exist before you can add them to a menu, whether you are creating a menu or customizing a standard menu.

Work with Menus Screen

How to display this screen:

• Enter WMNU in the Fast path field at the top of a menu or select Work with Menus from a menu.

• Select Work with Menus on the Work with User Classes Screen.

Field	Description
Menu	The name of the menu. Alphanumeric, 10 positions; optional.
Description	The menu description. Alphanumeric, 60 positions; optional.

Screen Options	Procedure
Create a menu	Select Create to a advance to the Work with Menu Details Screen (Creating a Menu and Menu Details).
Change a menu description	Select Change for a menu to advance to the Change Menu screen. This screen only allows you to change a menu's description. See Work with Menu Details Screen (Creating a Menu and Menu Details) for a description of the fields on this screen. Note: To change a menu's details, see Work with Menu Details Screen (Changing Menu Details).
Copy a menu to create a new menu	Select Copy for a menu to advance to the Copy Menu Screen..
Delete a menu	Select Delete for a menu to delete it.
Work with menu details	Select Menu Details for a menu to advance to the Work with Menu Details Screen (Changing Menu Details). This screen shows the specific menu option, its description, option type, and authority level.
Print menu details	Select Print Details for a menu to print the menu details.
Display menu names on which a menu appears	Select Usage for a menu to advance to the Sub-Menu Usage window.

Work with Menu Details Screen (Creating a Menu and Menu Details)

Purpose: Use this screen to create a menu and menu details.

Note:

Include no more than 13 menu options in a menu, as this is the maximum number of menu options that fit in the Quick Find Options area of the Menu Driver screen at one time.

Modern View options: Menu options with a Type of Modern View are not available in Order Management System. These options are available in Modern View only.

How to display this screen: Select Create on the Work with Menus Screen.

Field	Description
Menu	The name for this menu that will be used to display and scan for a menu. The name you assign is used to display the menu when you enter it in the Menu field at the top of any menu. Alphanumeric, 10 characters; required.
Description	The description you assign to the menu. The description is used to scan for the menu when you enter it in the Description field at a prompt screen. This description also displays at the top of the menu. Alphanumeric, 60 characters; required.
Position	Indicates in what order the option will appear on the menu. Example: If you assign 001 to a menu option, this option will appear first on the menu, 002 will appear second, 003 will appear third, etc. Note: Include no more than 13 menu options in a menu, as this is the maximum number of menu options that fit in the Quick Find Options area of the Menu Driver screen at one time. Numeric, 3 position; required.
L/H Text (Left-hand text)	Allows you to categorize a group of options on a menu. This text appears on the left side of the menu. Example: If you are adding four maintenance options and three inquiry options to a menu, you could add the label Maintenance to identify the maintenance options and Inquiry to identify the inquiry options. Alphanumeric, 10 positions; optional.
Complete either the Option or Menu field; do not complete both fields on the same line.
Option	Enter the Fast Path name for this menu option that will display on the menu. Each option on the system has a unique name, which allows you to access an option directly without selecting the option from a menu tree. You must enter an existing menu option name. See Setting Up Menu Options (WOPT). Note: Modern View menu options are not available in Order Management System, and should not be assigned to Order Management System menus. These options are available in Modern View only. Alphanumeric, 4 positions; required unless you enter a value in the Menu field.
Menu	Enter the name of the menu that will appear as an option on the menu you are creating. Each menu on the system has a unique name, allowing you to access a menu directly without selecting the menu from a menu tree. The menu you enter is validated against the Menu table. See Setting Up Menu Options (WOPT). Alphanumeric, 10 positions; required unless you enter a value in the Option field.

Screen Option	Procedure
Add, change, delete, or display menu options	Select W/W Menu Options to advance to the Work with Menu Options Screen.
Resequence the menu options on the screen	Select Resequence. Each option is assigned a value of 10. Resequencing the options allows you to add an option in between two options that appear on this screen.
Delete the menu details	Select Delete.

Copy Menu Screen

Purpose: Use this screen to create a menu by copying an existing menu. The new menu will have the same menu options as the menu you copied. You cannot copy a menu to another existing menu.

How to display this screen: Select Copy Menu for a menu at the Work with Menus Screen.

Field	Description
From Menu	The existing menu that you are copying. Alphanumeric, 10 positions; display-only.
Description	The description of the menu you are copying. Alphanumeric, 60 characters; display-only.
To menu	The name of the new menu you want to create. This menu name must be unique; it cannot already exist on the system. Alphanumeric, 10 positions; required.
Description	The description of this menu. Alphanumeric, 60 positions; required.

Work with Menu Details Screen (Changing Menu Details)

To change: Select Menu Details for a menu at the Work with Menus Screen to advance to the Work with Menu Details screen. See Work with Menu Details Screen (Creating a Menu and Menu Details) for a description of the fields on this screen.

To add a menu option: To add an option without changing the order of the menu options, enter the menu option you want to add on the next available open line.

To add an option to the menu in between two menu options (such as adding an option between 003 and 004), select Resequence to resequence the menu options. The system automatically assigns each option a value of ten. (For example, 001 becomes 10, 002 becomes 20, and so on.)

Position your cursor at the next available line. Add the option by assigning a value between 1 and 9. For example, to add an option between 4 and 5, enter a value between 41 and 49 in the POS field. When you select OK, the menu options will appear in numerical order, as they will appear on the completed menu.

When you have finished adding options, select OK to validate your entries.

Note:

Include no more than 13 menu options in a menu, as this is the maximum number of menu options that fit in the Quick Find Options area of the Menu Driver screen at one time.

Modern View options: Menu options with a Type of Modern View are not available in Order Management System, and should not be assigned to Order Management System menus. These options are available in Modern View only, and include:

• Contact Center Order Entry (CCOE)

• Display Batch Job Statistics (DBJS)

• Enterprise Data Import History (EDIH)

• Manage External Application Access (MEAA)

• LDAP and Domain Configuration (WLDP)

• Narvar Order Export Errors (NOEE)