Creating the menu structure

The menu structure is carried over from the user interface concepts in AX 2012. In Operations, the menus have the same structure, but are opened from the 'burger' menu button just below the Office 365 logo on the top left of the page, as shown in the following screenshot:

Each menu appears under the Modules option, as shown in the following screenshot:

All menu items for forms, reports, and processes must be placed in the menu structure, even if we later create a workspace.

The menu structure may seem to have been relaxed slightly from thee rigid structure recommended in Dynamics AX 2012. In Dynamics AX 2012, we always have the following main headings in a menu: Common, Inquiries, Reports, Periodic, and Setup. If we look at the AccountsPayable menu in the Application Explorer, we can see that the old structure has been flattened, as shown in the following screenshot:

The actual structure is now organized as follows:

  • Workspaces: VendInvoiceWorkspace, VendPaymentWorkspaceTile.
  • Details Master (Main) tables: Vendors
  • Details Transaction (Worksheets): PurchaseOrders, VendorInvoices
  • Journals: Payments
  • Inquiries and Reports: VendPackingSlipJournal, VendTransList, VendAccountStatementInt
  • Periodic tasks: PeriodicTasks
  • Set up and configuration: Setup, PolicySetup, and so on

The menu still needs a common structure in order to make it easier for users to find the options more easily, but we aren't constrained to a rigid structure. You may argue that the menu does not have a workspace node, this is because this was added through a menu extension, as shown in the following screenshot:

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