Walkthrough: Personalizing the Order Processor Role Center

With the Microsoft Dynamics NAV Windows client you get a customizable user interface that can be modified to support the job functions of different work roles in your organization. The Microsoft Dynamics NAV Windows client provides 21 predefined Role Centers, which users can personalize to suit their own needs.

Personalization tasks are typically performed by the end user and apply only on the user's computer. Users can personalize their Role Center to meet their individual work requirements.

This walkthrough provides examples of how to personalize the Order Processor Role Center with Microsoft Dynamics NAV. This walkthrough illustrates the following tasks:

  • Personalizing the navigation pane.

  • Personalizing the customers list.

To complete this walkthrough, you will need:

  • Microsoft Dynamics NAV 2013.

  • The CRONUS International Ltd. demonstration database.

In this procedure, you add a new group to the navigation pane, to provide a shortcut to the Contacts page.

To personalize the navigation pane

  1. In the Microsoft Dynamics NAV Windows client, choose the Home tab to open the home page of the Order Processor Role Center.

  2. In the Application menu, choose Customize, and select Customize Navigation Pane.

  3. In the Customize Navigation Pane window, choose the New button.

  4. In the New Activity Button window, in the Name field, enter a name for the new group. In this example, name the group Contacts.

  5. Select an icon from the list, and choose the OK button.

  6. In the Customize Navigation Pane window, choose Add.

  7. In the Add List window, from the Available lists, expand Sales and Marketing, expand Sales, and then select Contacts. Choose the OK button.

  8. In the Customize Navigation Pane window, choose the OK button.

    You will see a message informing you that your changes have been saved and will take effect after the application has been restarted.

  9. Choose the Yes button to indicate that you want to restart Microsoft Dynamics NAV immediately.

    After Microsoft Dynamics NAV restarts, notice that there is a new tab in the navigation pane: Contacts.

The standard Order Processor Role Center includes a predefined set of columns that can easily be adjusted to display needed information. The following procedure shows how to add an additional column to the customer list.

To personalize the customers list

  1. In the navigation pane, choose the Home tab, and then Sales Orders to open the Sales Order page.

  2. In the Application menu, choose Customize, and select Choose Columns.

  3. From the Available columns list, select Bill-to Customer No. and choose Add.

  4. In the Show columns in this order list, select the newly added Bill-to Customer No. and choose Move Up until the new item is just under Sell-to Customer Name.

  5. Choose the OK button to save the change and close the window.

    The change is immediate, no restart is required.

In this walkthrough, you personalized the navigation pane to provide easy access to contacts, and added an extra column to the customer list in the Order Processor Role Center. These are two examples of how you can change the user interface of a role center to better support your job function. The changes affect only the current user on the current computer. If you need more generic user settings and changes, the administrator can configure a Role Center for all users. For more information, see Walkthrough: Configuring the Order Processor Role Center.

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