When defining a new menu structure:
Create a logical, hierarchical listing of functions. This allows for easy exclusion of functions when customizing the menu structure for different responsibilities.
Create a logical, hierarchical menu that guides users to their application forms and pages.
Determine the application functionality required for different job responsibilities.
Identify predefined menus, forms, and form subfunctions to use as entries when defining a new menu. Understand predefined menus by printing Menu Reports using the Submit Requests window.
Tip: To simplify your work, use predefined menus for your menu entries. You can exclude individual functions after a menu structure is assigned to a responsibility.
Plan your menu structure. Sketch out your menu designs.
Define the lowest-level menus first. A menu must be defined before it can be selected as an entry on another menu.
Assign menus and functions to higher-level menus.
Assign menus and functions to a top-level menu (root menu).
Document your menu structure by printing a Menu Report.
Warning: Always start with a blank Menus form (blank screen). See Notes About Defining Menus, below.