In NAV 2013, the out-of-the-box experience shows how RoleTailoring makes a difference.
All 21 pre-defined user profiles have been updated to include configuration of individual pages to fit the work of each user profile. This affects the list places in the navigation pane, all associated ribbons, and the majority of list places in the departmentpage.
Benefits for customers include:
Benefits for partners and super users at customers include:
In order to understand how the final user interface has been built up for Microsoft Dynamics 2013 RTM, a short description of the three stages of the delivery is described below. The same sequencing is recommended for partners that want to integrate their solution in Microsoft Dynamics NAV 2013.
In summary, the 3 stages are:
Stage 1: Changes in the Page Object Actions (ActionItems, RelatedInfoItems, Reports)
The recommended changes are:
Example of a giant ribbon action group in the Navigate tab (the “Item” group has 22 actions/dropdowns):
Example of a “giant” ribbon action group (the “General” group has 20 reports):
Examples of new action groups created to avoid Giant groups. This work is not carried into the Home tab. To promote action is considered as a configuration task.
Example of a quick entry implementation on Sales Order page where only No.; Sell to Customer No.; Requested Delivery Date; and External Document No.; are "mandatory" to pause by or amend when using the Enter key. Skipping 6 fields in W1. In the following illustration, the QuickEntry property is set to FALSE on Sell-to-Customer Name. In general all fields that have a defaulting mechanism (the various dates on sales order) or are retreived by master record are skipped.
Stage 2: Establish a Configuration Baseline with a New “Master Page” Concept
To provide the most flexibility in configuration, Microsoft Dynamics NAV 2013 allows pages to be configured differently dependent on how a page is opened. For example, a list used for lookup can be configured differently from how the same list looks when opened as a listplace. Conversely, in cases where in fact the same configuration should be used regardless of where a page is opened from, it is necessary to duplicate the configuration.
Because this duplication was a frequent need during the work to configure W1, an internal tool was developed that included the concept of a "master page". A master page for each list and card page was crafted and duplicated in the Department page (and other places), so the user gets configured pages regardless of whether they come from the navigation pane or the Department page. The "configured" page included in Department was the one from the most predominant role - e.g.: the Sales Order list optimized for the Sales Order Processor is the "default" Sales Order list for all profiles when accessing the Department page. The Purchasing Agent optimized Purchase Order should be the one included in the Department page, the Finance pages optimized for the Accounting Manager are included in the Department page, etc. The basic configuration of pages that was duplicated as described includes:
Example on Sales order card page: Release and Posting are groups placed where frequency is the design criteria. Prepare, Order, and Documents reflects a sequence of activities.
On the Actions Tab, the positioning of the Posting group follows the sequence of tasks.
As an example, see the following screenshots of the non-configured ribbon for the sales Journal List place Home and Action tabs:
The following is the configured ribbon for the same page (Sales Journal List place) without redundant Actions Tab and without the group "Show as Chart"
The integration to Office is included by default in the NAV Application menu:
Examples of integration to office - Excel for list, Email or Word for Document or Card page:
You can select the "Customize FastTab" button on the Customize page, and then select Quick Entry for fields. You do not need to select Quick Entry for fields with the Importance set to "Additional." (The "Additional" fields are fields that are included when you click "Show more fields.")
Some pages like the Job Journal with integration to several application area and a complex functionality benefit greatly from a Freeze pane when working with the lines.
All list places on the Navigation pane have received a Freeze pane, usually with No. field. The description field is usually placed just after the freeze pane. Note: a quick way to see if a page has been configured is to see if there is a freeze pane defined or a promotion of a Send To group is created. These are two examples of improvements that are not defined out-of-the-box on the page object.
Creation of new tabs: The following is the Accounting Manager Role Center. To avoid giant groups and to make the Actions group more readable, several actions have been placed under new tabs. One example is the Setup tab. An analysis of what are the frequent Setup tasks of an accounting manager suggested that some VAT setup and some other general setup could be included. Since these additions were made at Configuration time, there are no actions in the page object that can be assigned an icon. This also demonstrates the current lack of ability to add an icon at the time of promoting an action to the Role Center ribbon.
Stage 3: Finalize the Role Tailoring experience
The third and final stage of RoleTailoring relates to the configuration one carries out for individual user profiles. Needless to say, this is when your knowledge about the roles and responsibilities of the individual user profiles come into play. Overall, this is how this stage of configuration was implemented in Microsoft Dynamics NAV 2013:
The following are three examples with Item card. Purchasing agent, including journals:
Warehouse responsible, excluding journals, bringing Bin Contents to a predominant place. Depending on the company flow, it can be simplified much more, for example, by removing reports and Requisition Worksheet.
Service Technician, excluding journals, add Service group. Requisition Worksheet is kept in case the technician has his own batch, where he can add missing parts for the consideration of the Purchasing agent.
The following are two examples with the Sales Order page. Sales personnel, Purchase and Finance:
Warehouse Responsible, location with WMS: Sales Order, no posting group, only Create Whse Shipment (the posting is done at the warehouse shipment):
The following are two examples with Customer page. Warehouse Responsible, location with WMS:
Sales order line for a warehouse responsible:
Sales order Lines for a Purchasing agent:
The following example is from the Accounting Manager profile where the vendor ledger entries has been added to the navigation pane and a view is created for purchase invoices due today.
On the Sales Invoices “Pending Approval” view (built up filtering on sales, invoices pending approval), the following actions are promoted: “Release,” “Cancel Approval,” and “Approvals.” The Posting group and the Reopen, SendApproval Request etc., are not promoted because these actions are not relevant for the view.
On the subsequent “Approved” view, the "Reopen" action is promoted and the Posting group is added.
Issues to Note
Known Issues for Profiles or Limitations in the Configuration Capabilities
The following issues exist with the configured ribbons:
The configuration capabilities are evolving with the following not currently available in the product:
Deleted or Promoted Actions
The following table shows pages in the local version of Microsoft Dynamics NAV 2013, which contain actions that have been deleted or promoted to another group, with a recommendation for a possible resolution.
9020 - Small Business Owner RC
Sales Order (42)
Delete the action or delete and move the duplicate action from the "New Document" group.
Purchase Order (50)
43 - Sales Invoice
Delete the action.
44 - Sales Credit Memo
507 - Blanket Sales Order
509 - Blanket Purchase Order
51 - Purchase Invoice
52 - Purchase Credit Memo
6630 - Sales Return Order
6640 - Purchase Return Order
132 - Posted Sales Invoice
5743 - Posted Transfer Shipment
9004 - Bookkeeper Role Center
Sales Invoice (43)
Replace caption with "Sales Invoice".
Purchase Invoice (51)
Replace caption with "Purchase Invoice".
16 - Chart of Accounts
Detail Trial Balance (4)
Replace caption with "Detail Trial Balance"
21 - Customer Card
27 - Vendor List
Vendor List (27)
Payments on Hold (319)
370 - Bank Account Card
Bank Account Statement List (389)
Replace the caption with "Bank Account Statement List".
371 - Bank Account List
Replace the caption with "Bank Account Statement List"
434 - Reminder
Customer - Trial Balance (129)
Replace the icon with "Customer - Trial Balance"
Purchase Order (50
Replace the caption with "Sales Invoice".
Replace the caption with "Purchase Invoice".
Senior Program Manager