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Training Course TEC201: Common Tools Advanced February 2011 V6.2.

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Presentation on theme: "Training Course TEC201: Common Tools Advanced February 2011 V6.2."— Presentation transcript:

1 Training Course TEC201: Common Tools Advanced February 2011 V6.2

2 / © Sage 2011 Sage ERP X3 ExpertSage ERP X3 Advanced Course Map Sage ERP X3 Fundamentals OPE201 - Distribution (3 days) FIN201 - Finance (4 days) TEC101 - Common Tools (3 days) OPE203 - Manufacturing (3 days) OPE202 - Inventory (2 days) Manufacturing (5 days) Configurator Weighing Optimisation ILOG Distribution and Inventory Purchasing Subcontracts Pre-Allocations (Pegging Function) Radio Terminals Finance Multi-Legislation Set Up Operating Budgets Analytical Allocations Factoring Distribution Contracts (Purchasing and Sales) Loan Orders Packaging & Shipment Preparation Purchasing Signature Management Sales and Purchasing Prepayments Sales Reps and Commissions Sourcing: RFQs, Responses Carrier Management Inter-Site and Intercompany Transactions Invoice Elements (Purchasing & Sales) Kits, Options & Variants Price List Management (Advanced) Finance Bank Communication & Reconciliation Budget Control/ Analytical Budget Financial Data Extraction Statements & Reminders Automatic Journals & Dimension Defaults Advanced Payment Transactions Month and Year End Processes Fixed Assets You Are Here Manufacturing (4 days) Advanced Global Manufacturing Production Costing Inventory (3 days) Allocation Rules (Advanced) Stock Counts Serial Number Management Reodering Replenishment Storage Plan Valuation Methods and Price Adjustments and cost calculations Quality Control & Sampling CB 101 – 102 Introduction & Functional Overview (3 days) CB 101 – 102 Introduction & Functional Overview (3 days) TEC102 Development (4 days) TEC102 Development (4 days) TEC103 Installation (4 days) TEC103 Installation (4 days) Tools & Development Advanced Common Tools Advanced Development Tools & Development Using BI in Sage ERP X3 Java Bridge Serveur Components EDM – Version One Web Services Crystal Reports TEC201: Common Tools Advanced 2

3 / © Sage 2011 Objectives Presentation of Sage ERP X3 ‘Common Tools’ Advanced To be able to create & set-up users and their access to the X3 system To be able to define batch jobs and control the batch server. To be able to define more complex workflows To be able to link Crystal Reports to the X3 system To be able to install & create patches To be able to archive and purge data from the X3 system To able to update the on-line documentation Three-day session 3 TEC201: Common Tools Advanced

4 / © Sage 2011 Sage ERP X3 Introduction (CB101) Sage ERP X3 Overview (CB102) Sage ERP X3 Common Tools Fundamentals (TEC101 ) 4 TEC201: Common Tools Advanced Prerequisites

5 / © Sage 2011 INTRODUCTION Part 1 USERS, SECURITY & AUTHORISATIONS BATCH SERVER WORKFLOW Part 2 REPORT MANAGEMENT PATCH MANAGEMENT PURGING & ARCHIVING Part 3 TOOLS DOCUMENT MANAGEMENT 5 Contents TEC201: Common Tools Advanced

6 / © Sage 2011 Part 1 Users, Security & Authorisations Overview The User record Access Right management (Concepts) Security Parameter values Menu Profiles Functional Profiles Access Codes Roles Usage / Users menu Password deletion (by Administrator) Batch Server The batch server Operating principles Defining a task Defining a group of tasks Submitting a request Monitoring the tasks Hourly constraints & Batch server diary Batch server parameters Submitting a job by file The accounting batch task Workflow Workflow engine : basic principles Parameters Rule Definition Workbench (Workflow Monitor) Workbench parameterisation TEC201: Common Tools Advanced 6 Schedule Introduction

7 / © Sage 2011 Part 2 Report Management Printer Destinations Destinations by User Reports (Dictionary) Reports (Printing) Allocation of Internal Codes Default Parameters Patch Management Patches Standard Patches Patch integration The Patch Tester Patch Enquiry Patch Creation Archiving & Purging Overview The Archive folder Purge / Archive Rules Purge / Archive Parameters Running Purge / Archive Viewing archived information TEC201: Common Tools Advanced 7 Schedule

8 / © Sage 2011 TEC201: Common Tools Advanced Part 3 Tools Toolkit (Searches, dictionary etc.) Database mass updates Maintenance Document Management Parameters Document Organisation Field Help HTML Editor Documentation Links Generation Publication 8 Schedule Introduction

9 / © Sage 2011 TEC201: Common Tools Advanced 9 Part 1

10 / © Sage 2011 Users, Security & Authorisations TEC201: Common Tools Advanced 10 Menu Profile Function Profile Default Access Codes Default Sites per Module Authorised Report Groups Functional Profile (Options Function/Site/Access rights) BP Information Account Bank Addresses User Code User Login (unique) E-mail, Phone etc. Roles (Data filters) Parameter Values Authorised Destinations Hierarchy Access Codes (Dictionary and Data)

11 / © Sage 2011 User & Security Parameters TEC201: Common Tools Advanced 11 Menu Profile Function Profile Default Access Codes Default Sites per Module Authorised Report Groups Functional Profile (Options Function/Site/Access rights) BP Information Account Bank Addresses User Code User Login (unique) E-mail, Phone etc. Roles (Data filters) Parameter Values Authorised Destinations Hierarchy Access Codes (Dictionary and Data)

12 / © Sage 2011 Menu Profile TEC201: Common Tools Advanced 12 Menu Profile Function Profile Default Access Codes Default Sites per Module Authorised Report Groups Functional Profile (Options Function/Site/Access rights) BP Information Account Bank Addresses User Code User Login (unique) E-mail, Phone etc. Roles (Data filters) Parameter Values Authorised Destinations Hierarchy Access Codes (Dictionary and Data)

13 / © Sage 2011 Functional Profile TEC201: Common Tools Advanced 13 Menu Profile Function Profile Default Access Codes Default Sites per Module Authorised Report Groups Functional Profile (Options Function/Site/Access rights) BP Information Account Bank Addresses User Code User Login (unique) E-mail, Phone etc. Roles (Data filters) Parameter Values Authorised Destinations Hierarchy Access Codes (Dictionary and Data)

14 / © Sage 2011 Functional Profile TEC201: Common Tools Advanced 14 Function Access Rights Function Profile SALPAR Function GESSOH Create AllocateAllocate Delete Sales Order Site: ASN CreateAllocateDelete Sales Order Site: PAR CreateCreateAllocateAllocateDeleteDelete Sales Order Site: GEN

15 / © Sage 2011 Access Codes TEC201: Common Tools Advanced 15 Menu Profile Function Profile Default Access Codes Default Sites per Module Authorised Report Groups Functional Profile (Options Function/Site/Access rights) BP Information Account Bank Addresses User Code User Login (unique) E-mail, Phone etc. Roles (Data filters) Parameter Values Authorised Destinations Hierarchy Access Codes (Dictionary and Data)

16 / © Sage 2011 Access Codes TEC201: Common Tools Advanced 16 Screen CodeBPC2 CodeSAD Authorized Credit890.00 Total Credit53.48 Parameters > Users > Access Codes (GESACS) Parameters > General Parameters > Personalisation > Screens > Access Code Assignment (CODACC) Parameters / Users / Users 1 1 2 2 3 3

17 / © Sage 2011 Roles TEC201: Common Tools Advanced 17 Menu Profile Function Profile Default Access Codes Default Sites per Module Authorised Report Groups Functional Profile (Options Function/Site/Access rights) BP Information Account Bank Addresses User Code User Login (unique) E-mail, Phone etc. Roles (Data filters) Parameter Values Authorised Destinations Hierarchy Access Codes (Dictionary and Data)

18 / © Sage 2011 Batch Server Principles TEC201: Common Tools Advanced 18 Log File (Process) Log File (Batch Server) Request Table (ABATRQT) Working Folder SERVX3Folder Batch Process User Session Batch Server ( process SERVX3) Submission Submission by Text File Dropped in Folder Launch Interruption (time-out, kill) Periodic Polling Recurring Tasks

19 / © Sage 2011 Batch Server A request may be submitted to the batch server: Through the Request Submission function Directly in the Request Management function A request may be submitted by entering: the folder where it is to be executed the user code the task or the group the requested execution time the parameters of the validation window Via a text file that acts as a task submission when it is dropped to the adequate directory in the SERVX3 Folder. Through a Recurring Task definition, i.e. a task to be launched periodically: Monthly (1 to 5 possible days + End of Month flag) Weekly (Any combination of weekdays) Launching time (Up to 3 choices) Periodically (Time intervals between two times). Time constraints may be defined in order to specify unavailability periods during which no batch job may be launched. The management of the requests is used to monitor or modify the pending requests, the tasks being executed or the completed tasks. It is possible to view the different trace files, to submit a new request, to delete a pending request or to modify the parameters. TEC201: Common Tools Advanced 19

20 / © Sage 2011 Batch Server -Text File Submission TEC201: Common Tools Advanced 20 Request.mod Request.job Request.req Request.old Request.run Request.sta Request.kil Request Management Request Submission Batch Server Processes Request Request Terminated Request Interruption Demand Request Running

21 / © Sage 2011 Workflow Engine TEC201: Common Tools Advanced 21 Sage X3 Process Email Log Table Triggering Conditions Event Code Triggering Action (Button, Operation…) Additional Conditions Action Parameters Return Values Message Text AttachmentsAttachments Send Options RecipientsRecipients Return Shortcut Log Structure and Data Definition Event Type (Object, Batch Job…) Return Shortcut Users Sage X3 Context 1 1 2 2 3 3 GBIDC1/2/3 GBIDI1/2/3 GBIDA1/2/3 GBIDD1/2/3

22 / © Sage 2011 E-mail Principles TEC201: Common Tools Advanced 22 Sage X3 Server(s) Web Server(s) MAPI Client MAPI   SMTP Email Server

23 / © Sage 2011 Signature Principles Sage X3 Server(s) Web Server(s) MAPI Client MAPI   SMTP Email Server TEC201: Common Tools Advanced 23 SIG 

24 / © Sage 2011 Workflow Parameters TEC201: Common Tools Advanced 24 SERMES TYPMES WRKDAY WRKRMTDIR WRKRMTHTTP WRKRMTMAC WRKSINTER WRKSINTRA SMTP E-mail Server Identity Type of E-Mail Server Number of Days prior to today for Workbench dates Web Server Directory to place workflow Files Web Server location to process Workflow Files X3 solution connection information Internet Workflow Feedback Intranet Workflow Feedback

25 / © Sage 2011 Workflow Rules Parameters > Workflow > Workflow Rules This allows more complex Workflow Scenarios to be defined Additional types of triggering events More than two recipients (and these can be variable) Signature processes can be defined (and records updated) Delegation can be used Parameterization screen of the Workflow rules is comprised of 5 tabs, with the first three concerning the basic parameterization and the other two enabling an advanced parameterization. Notifications can be sent by E-mail or logged as an entry in the Workflow Monitor or both TEC201: Common Tools Advanced 25

26 / © Sage 2011 Workflow monitor The workflow monitors are used to display the flows to be monitored Usage > Workflow monitor Event tracking Event update Creation of a planning workbench Parameters > Workflow > Planning workbench setup An enquiry is used to filter and present the flows to be tracked 26 TEC201: Common Tools Advanced

27 / © Sage 2011 Part 2 TEC201: Common Tools Advanced 27

28 / © Sage 2011 Report Principles TEC201: Common Tools Advanced 28 Sage X3 Server(s) Web Server(s) Print Server(s) Request CrystalReport.rpt

29 / © Sage 2011 Sage ERP X3 Solution X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Patch Management (Sage X3) TEC201: Common Tools Advanced 29 Creation Inheritance IP Port Runtime Integration

30 / © Sage 2011 Sage ERP X3 Solution X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Patch Management (Development) TEC201: Common Tools Advanced 30 Creation Inheritance IP Port Runtime Integration

31 / © Sage 2011 Sage ERP X3 Solution X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Patch Creation (Development) TEC201: Common Tools Advanced 31 Creation Inheritance IP Port Runtime Creation

32 / © Sage 2011 Archive & Purging Principles TEC201: Common Tools Advanced 32 Working Folder Archive Folder Group of Tables to be Archived Group of Tables not to be Archived Archiving Purging

33 / © Sage 2011 Part 3 TEC201: Common Tools Advanced 33

34 / © Sage 2011 Tools Toolkit (Searches, dictionary etc.) Database mass updates Maintenance TEC201: Common Tools Advanced 34

35 / © Sage 2011 Documentation This function is used to personalize the standard delivered documentation or to develop the documentation on specific developments. This function is integrated into the software package and is based on the organization of the X3 entities. The start entity of a documentation is the X3 (AFC) function to which the documentation is linked. The main components of a function may concern specific documentation (Action, Screen, Table etc.) Documentation organization is based on that of the X3 dictionary. Documentation may be based on a link table used to associate additional documentation. The structuring elements of a document are as follows: The language code The type of X3 entity documented The associated components. TEC201: Common Tools Advanced 35

36 / © Sage 2011 Documentation X3 documentation is organized in paragraphs. One paragraph is made up of a workframe which describes the hierarchal organization of the basic text it is made up of. The description of the paragraph’s structure is saved in the ADOCUMENT table. Paragraphs may be accessed directly via online help. Compiling this hierarchal structure with the associated texts enables the documentation generator to produce XHTML text. These paragraphs may be generated automatically according to the type associated (function / activity code etc.) TEC201: Common Tools Advanced 36

37 / © Sage 2011 Thank you for your attention TEC201: Common Tools Advanced 37


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