Customise the menu

Overview

You can customise the menu for all Sage 200 users, adding and removing folders or options or renaming them. As the menu is shared by all Sage 200 users, you will only be able customise the menu if your user account has permission, which is set using Can Edit Menu in your user properties in System Administration.

Once you have customised the menu, you can always revert back to the original default menu if required.

Note: Customising the menu changes the menu options for all Sage 200 users. If you want to create a menu for your personal use only, use the Favourites option. See Use Favourites.

Note: If you want to restrict the menu options available to certain users, rather than edit the menu for all users, you can do this by creating roles in System Administration. User accounts are assigned one or more roles, and these roles define which features and menu options the user can access in Sage 200. See Roles.

Sage 200 desktop and Web Portal menus

Changes that you make to the menu are applicable to both the Sage 200 desktop and Web Portal.

The available menu items will be different in each app because not all features are available in both the Sage 200 desktop and Web Portal. This might be because a feature is not yet available in the Web Portal, or because a feature is only available in either the Sage 200 desktop or the Web Portal.

Menu items are associated with a feature target, and the target can be set to display that feature for the Sage 200 desktop or Web Portal, or for both.

• If the feature target only has a Target Action set and does not have the Target Web URL set, the feature is only available in the Sage 200 desktop.

• If the feature target only has a Target Web URL set and does not have the Target Action set, the feature is only available in the Web Portal.

• If the feature target has both the Target Action and Target Web URL set, the feature is available in both the Sage 200 desktop and Web Portal.

You can check whether a feature is available in the Sage 200 desktop or Web Portal by viewing the feature target properties in System Administration. See Edit a target for a feature.

Edit the menu

To edit the menu, you must have the Can Edit Menu setting enabled in your User Account Properties in System Administration. See Enable a user to edit menus.

1. Select the Menu View  and click Edit Menu .

   The Edit Menu mode is displayed with a toolbar.

   Note: You can select the following actions from the toolbar, or right-click on the menu and select actions from the menu that appears.

2. To add a folder, click New  and select New Folder. A new folder is added at the bottom of the menu.

3. To add a menu item, click New  and select New Menu Item.

   1. Enter a Title for the new menu item.

   2. Select the Target from the available list.

      You can add an existing target, such as:

      • An existing option from any of the Sage 200 modules.
      • An item, such as a workspace or report.
      • An item from a third party database that has a target set up in System Administration.
   3. Enter a custom icon, if required.

      Select an icon already provided:

      1. Click Browse  on the New Menu Item window to open the Select Icon window.
      2. Select an icon from those displayed.
      3. Click OK.

      Select an icon of your own:

      1. Click Browse  on the New Menu Item window to open the Select Icon window.
      2. Click Browse  on the Select Icon window.
      3. Locate the file with your own icons.
      4. Click Open.
   4. Click OK.

4. To remove an item, select the item and click Remove .

5. To rename an item, select the item and click Rename .

6. To move items up within the structure, select the item and click Move Up .

7. To move items down within the structure, select the item and click Move Down .

8. To expand or collapse the menu structure, select an item in the menu, right-click and select Expand All or Collapse All.

9. To close Menu Edit Mode, click the close icon .

Revert to the original menu

1. Select the Menu View  and click Edit Menu .

   The Edit Menu mode is displayed with a toolbar.

2. Select an item in the menu, right-click and select Revert to Default Menu.

Export the menu

Note: The export creates a Menu Differential File (.dif). To import this into other instances of Sage 200, you must add the file to an SBDX package and then import it, using the Add-on wizard in System Administration. Creating SBDX packages or adding them would normally be done by a system administrator or Business Partner.

1. Select the Menu View  and click Edit Menu .

   The Edit Menu mode is displayed with a toolbar.

2. Select an item in the menu, right-click and select Export.

3. Select where to save the menu differential file (.dif) and enter its filename, then select Save.

Enable a user to edit menus

Open: System Administration.

1. Select Users.
2. Right-click the user's Logon Name and select Properties.
3. Enable Can Edit Menu.
4. Select OK.