Purchasing A Single User Licence For Microsoft Dynamics Nav 2018
Mar 07, 2019 This article applies to Microsoft Dynamics NAV 2018 for allcountries and all language locales. Indirect permissions for a user or a report are not working as expected. The Requested Receipt Date field on the Purchase Header page is not displayed for the Starter Pack license. TAB 120 TAB 121 TAB 38 TAB 39 TAB 436 TAB 437 TAB.
Introduction What is a Role Center?A Role Center is a type of page on which you can place different parts. Each part is a container in which you can host other pages or pre-defined system parts, such as an Activities in Order Processor Role Center or parts for adding tasks, notifications, or notes.The default Role Center in Microsoft Dynamics NAV is Order Processor Role Center. Why do we need a Role Center?Role Center shows work queue which gives easy access to common actions like e.g creating a New Employee, list of current notifications,list of customers etc.Below is an image of Order Processor Role CenterThese Role Center’s are assigned as a Profile to the User. Eg Sales Manager will be assigned with Order Processor Role Center so that anytime the Sales Manager logs into NAV, he can view information related to Sales activities.Here in this blog I’ll be creating a new Role Center for the HR Pre-requisitesMicrosoft Dynamics NAV 2017 with a developer licence. HR Role CenterIn this Role Center, Cues are created for the HR that will display the Employees which are Active, Inactive and Terminated Task to be done to create a HR Role Center.
Create a Query with Data source as Employee Table. Create a Cue Table and Cue Page that displays a visual representation of cues.
Purchasing A Single User Licence For Microsoft Dynamics Nav 2018 Tutorial Free Pdf
Create a Role Center Page. Add the card part page to the Role Center page.Steps1. Create a query (here the name of the query is QueryCountEmp) with Data Source as Employee Table, create a filter field Status, here status is a option field which has three options -Active, Inative and Terminated.Create a column field and set Method type as Totals and Method as Count.2. Create a table with name e.g. HR Cue table. Here set the fields FieldClass to Flowfield and CalcFormula to Count.3. Create a global function CountOrders and define the query(QueryCountEmp) in the variables.Here in the function, depending on the field number selected, it calls the query and sets the status to it.4.
To display Cues on the Role center, we need to create a Page with Group subtype as CueGroup and PageType as CardPart5. Use CueSetup codeunit for setting up cues and create an action Setup Cues. Create a local function CalculateCueFieldValues which checks if the field is active then it calls the global function CountOrders of HR Cue Page.6. Select the Cuegroup group line and on the view menu, select a Control Action. Create Control action as New Employee and set RunPageMode to Create and Run Object to Page Employee card.On running the cue Page7. Create a new page for the Role Center with container subtype RoleCenterArea.
Add the Cue Page as a Part. Here HR cue page is added as a Part Page. You can also add Page Part Report Inbox and My Notes to view notifications8. In Action Container subtype create HomeItems and add Action List.9. In the RoleTailored client, browse to Profile in the serach box.
The path isCRONUS International Ltd./Departments/Administration/Application Setup/RoleTailored Client/Profilescreate a new Profile HR10. Browse to the User personalization in the search bar in RoleTailored client, select the user HR and assign the HR Profile to it.11. Log in to the RoleTailored client/Web client.The Cue pages created gives the HR the exact count of employees. On clicking on the No.of Employees -Active cue a list of Active employees are displayed, the same can be done for Inactive and Terminated Employees.
The HR can also create a new employee by clicking on the link New Employee. The Left pane has tabs like Employee list, Leave List which on a button click will display the list.Thus the HR can easily navigate from the Role center to different activities of the employees.Conclusion:To sum up everything, to create a HR role center, first create a query, link it to the data source then create a Cue table and cue page with Page type as CardPart then finally create a Role Center page and add the Part page (cue page) to it.