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1 BPM Business Process Management Advantage Business Creations.

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Presentation on theme: "1 BPM Business Process Management Advantage Business Creations."— Presentation transcript:

1 1 BPM Business Process Management Advantage Business Creations

2 Session Objective Provide a solid understanding of how BPM interfaces with the business object Demonstrate and use Pre and Post Processing directives Demonstrate effective BPM writing and debugging techniques Using informational message Using Progress comment text Demonstrate extending the wizard with 4GL(ABL) programming Demonstrate using database tables and fields outside of the method dataset

3 Session Assumptions You can effectively use the condition and action wizard in BPM You have base working knowledge of Personalization and Customization This class extends education and does not use examples in other class materials

4 At Course completion you will Effectively write BPMs beyond the wizard. Receive documentation for all workshops. Receive recordings of all workshops with embedded documentation Receive the.bpm examples

5 Agenda Business Object Basics BPM Overview BPM Workshops 1.Set field values outside dataset using UpdateTableBuffer 2.Use a method to set fields other than Update 3.Use 4GL(ABL)to read records from a table outside dataset 4.Calculate and Roll Up Totals from Detail to Header 5.Epicor 9 BPM Data Form Designer Q & A

6 Business Object Basics Business object controls all input and out from the database Contains all rules for processing records Contains a normalized relationship between tables and field in the actual database Contains methods for interfacing with data Can be called by web services, smart client, web client or other program

7 Business Objects and Method Directives Business Object Part SalesOrder Method Part.Update SalesOrder.ChangeMiscCode Part.ChangePartNum 7

8 Methods in a Business Object An internal procedure or function. These are used to enter, calculate and view data. Delete by ID Used to delete records (sometimes) Get by ID Used to retrieve records for specific ID Returns all the data Get List Used in searches Returns key data Get New Used to create a new record Get Rows Used to retrieve specific data for a group of records Update Used to add, update and delete records Most common method to use in BPM

9 Directives - Contains all rules for processing records Pre-Processing Directives-used to intercept data before it reaches the database. Temporary Tables-dataset used to compare to the existing dataset, ttPart Base Processing -used in place of base code; difficult to use effectively Post-Processing- used to intercept data returning from the database through the Business Object. – action to takes place after the record has been successfully validated and updated. 9

10 Can be called by web services, smart client, web client or other programs Client Server (Smart Client) A BPM is an application that resides between the Smart Client (Vantage/Epicor installation on local PC) and the Business Objects. Various Forms and Programs 10

11 Simple Flow Diagram User \ Program Business Object Functional Name Data Base Pre-ProcessingPost-Processing Methods ttTableName.FieldName TableName.FieldName 4GL(ABL) Program

12 Business Process Management Execution flow before BPM Smart Client or Web Service 4GL(ABL) Code (Server) Database Method Call (e.g. Update Customer) Call MethodReturn Result Data

13 Business Process Management Execution flow with BPM Smart Client or Web Service 4GL(ABL) Code Database BPM (Pre)BPM (Post) Method Call (e.g. Update Customer) Data

14 Using the Tracing Options Enabled from the main menu Writes the information to a file for review Identifies the relevant Business Object Identifies Method-trigger used to invoke BPM. Data -positive proof of what is being called when needed Maps out the flow of data as an user interacts with a form.

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17 BPM Setup Review Method Search Search by Business Object / By Method Necessary when a BPM does not already exist for a given BO and Method

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19 BPM Review Directive Search Used to search for existing BPMs Useful for grouping associated BPMs

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21 BPM Review-Setup Directive Name Assign a short but logical description of the purpose Example – Method directives for CustShip.POUdpate called InventoryOverShipped and JobOverShipped or Method directive for CustShip.ValidateShipped called SetPkgClass&Code. Group Used to logically group associated BPM directives Two or more directives may be required to control a particular process related to the same or even different methods Example – The former Directives could be put under a group called Shipping

22 Setup Other Fields Order – Sets the order the directive appears in the tree Enabled – The on/off switch for shiny new BPM. Dont forget this! Prevent Endless Loops Typically Service Connect Company Independent – Multi Company

23 BPM Review Conditions When BPM actions need to take place Example – An user creates a new part and tries to save the record without entering a Product Group. Not creating a condition is a condition itself I want my action to take place every time the method is called by an user. 4GL(ABL) queries and Advanced Procedures are two of the more flexible and effective conditions.

24 Conditions – Overview Pre-Process Advance Procedures Example – As it appears in the Actions window [custom source code] Post-Process This directive has been enabled from the specified directive Used when condition in the Pre-Process to enable an action in the Post-Process.

25 Row Mods Conditions Row Mods Updated (RowMod = U) Added (RowMod = A) Deleted (RowMod = D) Changed (RowMod = U or RowMod = A)

26 Actions – Overview Pre-Process Send synchronously based on the designed template Execute 4GL(ABL) code Example – execute 4GL(ABL) update ship via The verbage update ship via is accomplished by commenting out the first line in 4GL(ABL) code. Show informational message based on the designed template Issue a warning – can include data from fields related to the transaction to help debug

27 Actions – Overview Post-Process Call the specified Epicor Service Connect Workflow specify how Attach hold of the specified type Must set up holds first in Hold Type Maintenance under Business Process Management/Setup\Hold Type This action is also available in Pre-Process

28 Queries Queries are written using the progress or 4GL(ABL) language Resources BAQs Progress 4GL(ABL) Handbook Progress 4GL(ABL) Reference Progress Programming Handbook (available for download from the Progress website). 4GL(ABL) format Example – for each ttPartTran where (ttPartTran.RowMod = 'U' or ttPartTran.RowMod = 'A' and ttPartTran.TranType = 'MFG-STK'), each JobHead each JobPart where JobHead.JobNum = ttPartTran.JobNum and JobPart.JobNum = ttPartTran.JobNum and (Jobhead.QtyCompleted - JobPart.ReceivedQty) < ttPartTran.TranQty English translation – Show me when someone attempts to receive more parts into stock from a job than are currently reported complete on that job.

29 Queries

30 Queries

31 Advanced & 4GL Code Actions Advanced Procedure In any Condition or Action Box there is a button labeled Advanced Enter 4GL(ABL) code

32 Advanced & 4GL(ABL) Code Actions 4GL(ABL) Actions Used to execute 4GL(ABL) code which can consist of any combination of queries, definition of variables, calculations, updating fields, and or calling other progress functions/programs Ex. of a function: Run lib\UpdateTableBuffer.p(input BUFFER :Handle,, ) When to use Advance Procedure or execute 4GL(ABL) Code?

33 Advanced & 4GL(ABL) Code Actions 4GL(ABL) Code Run lib\UpdateTableBuffer.p(input BUFFER :HANDLE, ' ', ) Used to update fields in tables unrelated to the current transaction Assign Used to update a field in table related to the current transaction

34 Advanced & 4GL(ABL) Code Actions 4GL(ABL) Constants DCD-USERID Current User ID CUR-PLANT Plant transacting in CUR-COMP Company transacting in (ID) CUR-COMP-NAME Company Name (see Company Maintenance)

35 THANK YOU! BPM Interactive Workshops #1 & #2 will utilize the Epicor Knowledge Mentor to demo; then attendees will work on each workshop. #3 & #4 will utilize Live Vantage c to demo; then attendees will work on each workshop. #5 Live in Epicor 9 General Q&A

36 BPM Ex1 Set field values outside dataset using UpdateTableBuffer Objective: Default Material Burden % rate at Part based on PartClass.Update. In this example material burden % rate will be used but the concept can be applied to a number of methods. Concepts Using a method to set field values outside data set using UpdateTableBuffer.p command. Using calculations within a directive

37 BPM Ex2 Setting Field Before Update Objective: Default order misc amount based on total order amount. In this example we will use misc charge but the concept can be applied to a number of methods. Concepts Using a method to set fields values before update Using calculations within a directive

38 BPM Ex3 Setting Fields from Another Table Objective: Default fields from the part master. In this example we will use the order line but the concept can be applied to a number of methods. Concepts Population of fields before the record is saved Using Post Processing Directive Using the information message as a debug tool Using Method directive without a condition Using 4GL(ABL) code to read records from a table outside of the dataset

39 BPM Ex4 Calculate and Roll Up Totals Objective: Calculate and roll up totals from a sub table to the header. In this example we will use the order line but the concept can be applied to a number of methods. Concepts Using 4GL(ABL) code to read records from a table outside of the dataset Using 4GL(ABL) variable to calculate and accumulate totals

40 BPM Ex5 BPM Data Form Designer Objective: E9 BPM Data Form Designer program creates custom forms that can then launch through BPM method directives Concepts Use Call the named BPM Data Form using no customization always action within a directive. Create simple form which contains text and two buttons; data entry fields that update r database. Conditionally display a form or capture data required against a specific transaction.


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