<img src="https://secure.leadforensics.com/133892.png" alt="" style="display:none;">

I have talked about personalizations many, many times – and I am still convinced that there is a lot left to do in this area for most M3 users. Recently we have done some M3 installations for new customers, and in that kind of projects the need for a smooth navigation in M3 becomes very clear. It is not easy to run M3 the old-fashioned way.

What we have developed for these customers is what we call the toolbox concept. We want the users to have role based menus – but we also want the menus to be short, if possible not more than maybe 5-6 links. But how do you do this when a normal user in for example sales needs maybe 20-25 programs at least to do all tasks? 

Using personalizations, we have created toolbox programs for all processes. The toolbox programs are the central programs in each process, and from these programs you can reach all related information needed to execute the process. In the example below you can see how the customer master has links to all related areas connected to customers/sales, both to basic data and transactions.


We have done the same thing for the customer order program, OIS302, and by having these two programs in the menu the sales user can execute almost all tasks during the day. Which program he/she should use is depending on if the user wants to start work from an order, or a customer perspective. Either way, the smart links will lead to all related places that are necessary for the ordinary day to day work.


To be able to reach all programs we want to reach, we have used bookmarks and mforms automations side by side with the ordinary related options in the toolbox area. Clear headings between each group of links makes it easy to find the correct link.

If you are interested of getting more information about this topic, please let us know! It takes quite some time to go through all programs – but it is worth it! And if you don´t want to start from scratch, we have a personalization package with 100+ programs where we have implemented this way of thinking for you.

Subscribe to the M3 Usability Blog


Discuss this post

Recommended posts

How does your food company manage climate change, globalisation and stricter regulatory requirements? One thing is for sure, it has never been more important to have a business system that can manage different types of parameters in your food production chain.
If a problem were to be detected in one of the foodstuffs sold by your company, how long would it take for you to check every product affected? With a traceability solution you can do it in just minutes.
Managing and keeping track of external documents like customer contracts does not have to be difficult. With a simple configuration you can archive customer contracts in Infor Document Management (IDM) and automatically associate the document with a customer record. This way you will always be able to easily find the document, without leaving the M3 user interface.
Sometimes you want to know how many records you have of a certain type in a list. If I am looking at purchase order lines I might want to know how many open order lines I have per supplier, or how many delayed order lines we have at the moment. If I am working with manufacturing orders I might want to know how many open orders we have in my facility, or how many orders we have of a certain type. How do we show this in a simple way?
Sometimes you need a simple way of following changes of values for certain fields in M3. By using the event log in M3 you have a handy solution 😊 Follow the steps below and you will have a log of changed values for supplier bank accounts in just a few minutes!
right-arrow share search phone phone-filled menu filter envelope envelope-filled close checkmark caret-down arrow-up arrow-right arrow-left arrow-down