TEC101: Fundamentals Common Tools

TEC101: Fundamentals Common Tools
June 2011 V6.2 Training Course TEC101: Fundamentals Common Tools

Course Map Sage ERP X3 Fundamentals Sage ERP X3 Advanced
Sage ERP X3 Expert 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) CB 101 – 102 Introduction & Functional Overview (3 days) Distribution and Inventory Purchasing Subcontracts Pre-Allocations (Pegging Function) Radio Terminals TEC102 Development (4 days) Manufacturing (5 days) Configurator Weighing Optimisation ILOG TEC103 Installation (4 days) Manufacturing (4 days) Advanced Global Manufacturing Production Costing Finance Multi-Legislation Set Up Operating Budgets Analytical Allocations Factoring 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 FIN201 - Finance (4 days) Tools & Development Using BI in Sage ERP X3 Java Bridge Serveur Components EDM – Version One Web Services Crystal Reports OPE201 - Distribution (3 days) TEC101 - Common Tools (3 days) 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 You Are Here OPE202 - Inventory (2 days) OPE203 - Manufacturing (3 days) Tools & Development Advanced Common Tools Advanced Development Course Map TEC101: Fundamentals Common Tools

Objectives Presentation of Sage ERP X3 ‘Common Tools’
Prerequisite for using modular functions and development actions Three-day session 3 TEC101: Fundamentals Common Tools

Prerequisites Sage ERP X3 Introduction (CB101) Sage ERP X3 Overview (CB102) TEC101: Fundamentals Common Tools

1. INTRODUCTION 2. PART 1 ACTIVITY CODES ARCHITECTURE & FOLDER MANAGEMENT DESIGNING A SIMPLE OBJECT FORMULAS 3. PART 2 BASIC PARAMETERS PARAMETERS OF THE FUNCTIONS BASIC TOOLS WORKFLOW - NOTIFICATION STATISTICS 4. PART 3 REQUESTER IMPORTS/ EXPORTS THE PORTAL PROCESSES TEC101: Fundamentals Common Tools

Part 1 Activity Codes Folder management Architecture Notion of inheritance Utilities Data extraction Designing a single object Tables Screens Objects The windows Online help Formulas Variables Formula assistant Simple formulas Tables of variables Practical functions TEC101: Fundamentals Common Tools

Basic tools Selections Attachments Workflow – Notification Basic principle Supervisor parameters Workflow monitor Notifications Manual workflow Statistics Statistic management Enquiry Triggers Parameters Usable data Part 2 Basic parameters General parameters Users & Parameters Local menus and miscellaneous tables Sequence Numbers The Batch Server Personalisation of the functions Objects Personalisation Transaction Enquiry screens Screen-related parameters Vocabulary TEC101: Fundamentals Common Tools

Part 3 Requester Graph Form SQL Enquiry Imports / exports Templates Transcoding tables I / E parameters Chronological I / E Sequencing The portal Characteristic Structure parameters Portal view Processes Objectives Main characteristics Implementation TEC101: Fundamentals Common Tools

PART 1 TEC101: Fundamentals Common Tools

1.1 Activity Codes Development > Data and parameters > Development Setup > Activity codes Activity codes are signature codes that are used to: Protect and identify specific developments (Type = Functional) Activate or deactivate Sage X3 elements Specific activity codes start with X, Y or Z Protection from patches and upgrades Identification for patch extraction and dictionary validation Tables, table indexes, table fields Screens, screen blocks, screen fields Objects, individual object parameters Window tabs … Attach a customisable dimension to array elements (Type = Dimension) Table fields Screen fields (lines) Identify localisations (Type = Localisation): Localisation activity codes start with letter K TEC101: Fundamentals Common Tools

Exercise 1.1.1 Activity Codes TEC101: Fundamentals Common Tools

1.2 Folder Management Architecture Servers Folders Standard Actual Specific / vertical Application directories FIL: table description REPORT: specific reports TRT: Process TRA: Trace TEC101: Fundamentals Common Tools

SAFE X3 Application Architecture
TEC101: Fundamentals Common Tools

Architecture TEC101: Fundamentals Common Tools

Scalable Smaller Enterprises Application server Process server Database server Larger Enterprises + Additional process server(s) Print server(s) Web server Document server Business Objects server Citrix front-end server TEC101: Fundamentals Common Tools

Solutions and Folders (2 tier)
X3 (Reference Folder) TEST Test Folder PILOT Pilot Folder LIVE Live Folder Sage ERP X3 Solution IP Port Database Inheritance Runtime Creation Copy Tools Rules Access rights, signatures, accounting… Parameters Company/Site structures, workflow, general parameters… Dictionaries Tables, Screens, Windows, Objects… Developments Programs (Processes), specific screens and tables… Data Customers, Products, Sales Orders, Invoices, Journals… TEC101: Fundamentals Common Tools

Solutions and Folders (3 tier)
X3 (Reference Folder) VERTICAL Vertical Folder LIVE Live Folder Sage ERP X3 Solution IP Port Database Runtime Inheritance Creation Inheritance Creation TEC101: Fundamentals Common Tools

Folders Standard Folders X3 SERVX3 DEMOPRM TEC101: Fundamentals Common Tools

Folders Reference folder X3 Program operation sheets Development folders Test folder Retrieval of standard processes NOT to be used for Live Folders Specific folder TEC101: Fundamentals Common Tools

Data - Extraction / Integration
SVG Extraction Copies the table definition files Extracts data into a database / operating system independent flat file (4-6 per table) This is NOT a daily backup procedure Integration Takes the extracted table definition files Integrates data into the folder from the flat files Should only be performed at same patch level TEC101: Fundamentals Common Tools

Exercise 1.2.1 Folder / Data Extraction

1.3 Designing a simple object
Objectives Overview of Technical Environment Contents Presentation of tools Description of the ERP X3 setup guidelines and technical structure TEC101: Fundamentals Common Tools

Presentation "OBJECT template": This X3 template is used to obtain data by business objects Display Database OBJECT "Business" Window: Object call Object : Linked table Table : Storage fields TEC101: Fundamentals Common Tools

Presentation Data type Table Local menus Miscellaneous tables Object Activity codes Window Screens Data type Action: GOBJET Local menus Function: GESxxx Miscellaneous tables Activity codes TEC101: Fundamentals Common Tools

The tables Development > Data and parameters > Tables > Tables Activity codes X - Vertical (Add-On) Development by the OpCo Y - Bespoke development for the End User by the OpCo Z - Bespoke development by the End User The fields The data types Generic (A, D, DCB, L, C) Specific (M, MM) Functional (BPC, ITM, etc.) The linked tables TEC101: Fundamentals Common Tools

The tables Special Fields CREDAT UPDDAT CRETIM UPDTIM CREUSR UPDUSR EXPNUM ENAFLG The indices The table audit TEC101: Fundamentals Common Tools

Exercise 1.3.1 Tables TEC101: Fundamentals Common Tools

The screens Development > Processes > Screens > Screens Screen dictionary Header screen - xxx0 One screen per tab Screen organization Headers and Tabs are particularly used in object management and enquiries, in a "window entry" template. Blocks Position of the blocks Max number of lines is 28 and number of columns is 112 max. (88 max. if left list) TEC101: Fundamentals Common Tools

The screens Type of block The type of block defines the presentation of the fields inside a block List : List of fields independent one from another Table: The fields are organised in a scrolling grid of lines Position / Line / Column Positioning with the coordinates (line. column) of its upper left corner Position each block with respect to each other Reference tables TEC101: Fundamentals Common Tools

The screens 1 2 3 4 A B E D C F Block Position Line Column A 1.1 2 B 1.3 1 C 2.3 D 3.1 E 3.2 F 4.1 3 TEC101: Fundamentals Common Tools

The screens The fields Field position (same principle as for the blocks) Data type If field name already used will give list for defaults Validation / Display / Web display Generated processes W0xxxxxxxxxxxx W1xxxxxxxxxxxx TEC101: Fundamentals Common Tools

Exercise 1.3.2 Screens TEC101: Fundamentals Common Tools

Objects Development > Processes > Objects Link between the table and the window Simple: Line update In Table: The entire table is loaded Compound: The entire table is loaded (with common header) Special: Used as Left List TEC101: Fundamentals Common Tools

Objects Standard menu Linked to the menu navigation Printing Define the Crystal Reports Validate button Creation of the processes SUBxxx - Standard process SPVxxx - Vertical process SPExxx - Bespoke process WOxxx TEC101: Fundamentals Common Tools

Exercise 1.3.3 Objects TEC101: Fundamentals Common Tools

The windows Brings together all the components for user display Object All left lists (from other ‘Special’ Objects) All tabs Standard Buttons Additional Menu/Buttons Entry transactions Generated processes WGxxxxxxxxxxxx TEC101: Fundamentals Common Tools

The windows Table Screen Header Screen Tab 1 / 15 Menu Bar & Toolbar Object Main Header screen Browser / Left List Header Tabs Object Left list 1 / 9 Window Details Standard buttons + Buttons + Menus Create Save Delete Cancel … Status bar TEC101: Fundamentals Common Tools

Exercise 1.3.4 Windows TEC101: Fundamentals Common Tools

Conclusion Simple object Table Screen(s) Object(s) Window Interaction of the setup elements Screen, window, Object, tables, function TEC101: Fundamentals Common Tools

Calculator Allows inspection of variables Allows enquiry of open classes TEC101: Fundamentals Common Tools

The variables Type of variable Syntax to be used Example Value of a field in the current record of an on-line table [F:abv]varname abv = table abbreviation name = field name [F:BPC]BPCNUM Value of a screen field (located in a visible or invisible tab) [M:abv]varname abv = table abbreviation name = field name [M:MPC0]BPCNUM Global variable [V]varname The class can be omitted, the name begins with G GNBGAUCHE GUSER GFONCTION System variable [S] varname The class can be omitted The name is in lower case letters datesyst nomap indcum TEC101: Fundamentals Common Tools

Exercise 1.3.5 Calculator TEC101: Fundamentals Common Tools

1.4 Formulas Objectives This is not a development course but a module for understanding the X3 language Contents Introduction to the X3 language Use of formula TEC101: Fundamentals Common Tools

Formula components Constants Signed / Un-signed Numerical 5, -238, Character String “Test” Dates [01/01/2001] Data fields Table class [F] [F:Abr]FieldName Screen class [M] [M:Abr]FieldName Within screen grid nolign is the number of the current line [M:SOH4]ITMREF(3)  index = nolign-1 with nolign = 4 TEC101: Fundamentals Common Tools

Formula components Variables Local class [L] System class [S] date$ datesyst Nomap TEC101: Fundamentals Common Tools

Formula components Variables Global class [V] GUSER GFONCTION GOLDETAT Development > Data and parameters > Development Setup > Global variable Initialized when the user logs on or when modules are accessed WWAGLOBSUP: Process for global supervisor variables WWAGLOBADX: Process for main global variables Functions Operators TEC101: Fundamentals Common Tools

Logical expressions True / False False = 0 / True <> 0 The logical expressions are evaluated in the formulas String$(GUSER = “ADMIN”, “Administrator”)+ String$(GUSER <> “ADMIN”, “No Administrator ”) Both parts are evaluated + concatenation A + B = AB - concatenation with a blank A – B = A B Limit: 250 characters in the conditions. TEC101: Fundamentals Common Tools

? – Help Calculator Help summary Help TEC101: Fundamentals Common Tools

Formula assistant Calculator Assistant TEC101: Fundamentals Common Tools

Formula assistant Development > Data dictionary > Formula assistant context This function is used to define headings that are accessible in the formula assistant left list Global variables List of variables that are accessible in the assistant menu Local variables List of variables that are accessible in the menu related to the context of a function Functions List of functions Development > Processes > Processes > Subprograms TEC101: Fundamentals Common Tools

Functions Data types Numeric Dates Characters Aggregative Function Variable tables TEC101: Fundamentals Common Tools

Exercise 1.4.1 Formula Editor Context of Formula Editor

Conclusion Formula assistant can be used to enhance Formula Editor Formula Editor can be used to assist in the entering & verification of formulae Take advantage of Help - it is illustrated with many examples TEC101: Fundamentals Common Tools

2.1 Parameters The most significant value for a Parameter is always the one at the lowest level FFF Folder Level LLL Legislation Level CCC Company Level SSS Site Level User Level UUU UUU UUU LLL CCC SSS FFF UUU TEC101: Fundamentals Common Tools

Basic parameters Objectives Users & Parameters General parameters Local menus Miscellaneous tables General structure Common data Batch Server Contents Parameter levels TEC101: Fundamentals Common Tools

Users Users are defined in X3 with a 5 characters code Various data is provided A log-in code A menu profile Access rights Values of parameters set per user Contact details Print output destinations Managers Users can exist who do not connect to X3 For example, recipients of workflow s, managers, etc. Further details of User Set-Up is covered within the Advanced Common Tools Course TEC101: Fundamentals Common Tools

General Parameters Parameter values Definition level Module Group Parameter Entry Add by patch Folder Legislation Company Site User TEC101: Fundamentals Common Tools

General Parameters Parameters > General parameters > Parameter values A few interesting parameters Each function has parameter values TC group – Common Data SUP group – Supervisor ADX group TEC101: Fundamentals Common Tools

Set of values Parameters > General parameters > Sets of values Defines default values for a parameter category Ensures a standard set of starting values for parameters TEC101: Fundamentals Common Tools

Copy Parameters Ability to Copy Parameters Development > Utility > Miscellaneous > Copy parameter values Either to a different folder (subject to rights on the folder) Or to the same folder to a different site TEC101: Fundamentals Common Tools

Exercise 2.1.1 Parameters & Set of Values

Local menus / Messages Development > Data and parameters > Tables > Local menus - Messages List of values Stored in Database as Number Local Menus 3 uses Tick boxes (graphic object) Option buttons (graphic object) Drop-down lists Messages Within Development (Translatable ) Modification Parameters > General parameters > Local Menus No insertion Validation Creation Code – related to the import parameters TEC101: Fundamentals Common Tools

Miscellaneous tables Development > Data and parameters > Miscellaneous Tables > Definition Avoid increasing the number of small tables Modifiable Additional data columns 2 Alphanumeric 2 Numeric Data type Dependence TEC101: Fundamentals Common Tools

Exercise 2.1.2 Local Menus & Misc Tables

Sequence Numbers - Definition
Sequence Numbers are associated to Sage X3 documents (Invoices, Orders, Journals etc.) or any Records that may be numbered. They define the rules used for numbering the document (Formats, date control etc.) They are built by combining customised elements of information (Dates, Sites etc.) depending on the context. They contain mandatory numeric Sequence Numbers that may be set to 0 periodically and may depend on the Company, Site or on other information (Complement). The maximum length of a sequence number is 20 characters. Parameters > General Parameters > Sequence Number Definition TEC101: Fundamentals Common Tools

Sequence Number Assignment
Sequence Numbers are assigned by Module / Document Type in most cases. Manual numbers may be assigned in some cases. Parameters > General Parameters > Sequence Number Assignment TEC101: Fundamentals Common Tools

Exercise 2.1.3 Sequence Numbers TEC101: Fundamentals Common Tools

The Batch Server The batch server is a background process that will launch Sage X3 programs or system commands as batch jobs. The batch server is run by a special folder called SERVX3. When a batch job is submitted to the batch server, it is called a Request. It is launched by the batch server as a background Sage X3 process (adonix.exe). Batch Server start-up: At system start-up: adonix -a -l [LANG] SERVX3 From an X3 folder: Usage > Batch Server > Server Activation Automatically when a user logs into the Folder Parameter SUP : PRF : DEMSRV TEC101: Fundamentals Common Tools

Batch Server (Batch Task Definition)
Usage > Batch Server > Task Management A Batch Task corresponds to: A Sage X3 function or process that may be run by the Batch Server A Unix or Windows script. All Functions using the Standard Process Model may be launched in batch mode. An X3 process may be executed with a batch task if: It doesn’t manage a user dialog during while the process is being executed The action associated to the X3 function is marked as being authorised to be used in batch mode. Further details of Batch Server is covered within the Advanced Common Tools Course TEC101: Fundamentals Common Tools

The Batch Server (Accounting Batch)
The accounting task is a particular batch task case: Its code is ACCBATCH and it shall be consistently launched in each execution folder of the X3 enterprise solution It updates the accounting entries created from the other modules (sales, purchases, stocks, production management, fixed assets, BP accounting, general accounting) Only one accounting task may be launched per folder It has a specific monitoring function Journal Status Monitor Usage > Batch Server > Accounting Tasks TEC101: Fundamentals Common Tools

Exercise 2.1.4 Batch Server TEC101: Fundamentals Common Tools

Conclusion Several structures in order to store basic parameters Related to the context Easy access Personalisation (addition, deletion) Distinguish between the development actions and the setup actions. TEC101: Fundamentals Common Tools

2.2. Setting up the functions
Objectives Personalise objects Additional checks Contents Description of the setup elements related to the objects What are the properties of an object How to personalise an object Screen-related parameters Screen-related checks TEC101: Fundamentals Common Tools

Properties Object properties menu Parameters > General parameters > Object properties in File menu Title of the record CREDAT CREUSR CRETIM UPDDAT UPDUSR UPDTIM Other Specific data Linked tables F11 when an element has object properties TEC101: Fundamentals Common Tools

Personalisation The object makes the link between the table and the window Object personalisation Parameters > General parameters > Personalise objects Optimize the search conditions Define the columns displayed in the browser Browser Last read Additional left lists Link explorer TEC101: Fundamentals Common Tools

Definition The functions make the link between Menu  Menu Menu  Process GESxxx object (generated automatically) CONSxxx enquiry FUNxxx other processing (batch) A function is not necessarily related to an action TEC101: Fundamentals Common Tools

Entry Transactions Allow different ‘views’ on the same Object Several windows/screens for the same object Allows entries that are different from one another GESxxx function, xxx object, Oxxx window Examples Parameters > Sales > Entry transaction > Quote Sales > Quotes > Quote Parameters > Sales > Entry transaction > Orders Sales > Orders > Orders TEC101: Fundamentals Common Tools

Entry transaction Copy an existing transaction Parameters > Sales > Entry transaction Create then Validate Table mode / Record mode Activate Consult the new screen Sales > Orders > Order TEC101: Fundamentals Common Tools

Exercise 2.2.1 Object Personalisation

Enquiry screens Provide ability to view data from various areas of the system Function CONSxxx where xxx is the enquiry code Screens Header screens - main criteria displayed Results grid Criteria Screen - all criteria can be modified TEC101: Fundamentals Common Tools

Enquiry screens Parameters > General parameters > Enquiry screens Personalise Screen code default supplied is STD Number of lines Fields (display / order) Data displayed in Character / Graphical format TEC101: Fundamentals Common Tools

Exercise 2.2.2 Enquiry Personalisation

Control Tables Control tables allow restrictions on data that can be entered into fields Definition Parameters > General parameters > Control tables VALUES Define the control types From 1 to 3 controls Assignment of controls Parameters > General parameters > Screen personalisation > Assign controls TEC101: Fundamentals Common Tools

Personalising the vocabulary
ATEXTE table Contains Field Titles etc <100,000 numbers – standard > numbers - additional Language code - allows them to be translated Message number APLSTD table Contains details of the Local Menus & Messages Language code - Allows them to be translated Module number TEC101: Fundamentals Common Tools

Styles Style Allows fields and titles to be allocated different characteristics Font (Size / Attribute) Colour Style editor Personalised style Parameters > General parameters > Personalization > Screens > Personalised Style Specific for user / group Conditional style Parameters > General parameters > Personalization > Screens > Conditional Style For individual fields within screen TEC101: Fundamentals Common Tools

Exercise 2.2.3 Controls / Vocabulary / Styles

Conclusion Screen setup is used to target the entered information and the entry methods Personalisation of the enquiry Control tables in order to personalise the entries Personalising the vocabulary avoids modifying the screens TEC101: Fundamentals Common Tools

2.3. Basic tools Objectives Present some additional tools Contents Memos Attachments TEC101: Fundamentals Common Tools

Basic tools Maintenance Development > Utilities > Maintenances > Details of a table and its data Modification by unit possible Searches Development > Utilities > Searches > Search / Activity codes Check / Table status TEC101: Fundamentals Common Tools

Selections Key area On column By keyword (Attached Documents) Advanced selection Memos Global / Local  "STD" code Create a memo Delete a memo TEC101: Fundamentals Common Tools

Attachments File / Attachment or icon Enter a link or store the attachment Standard format Miscellaneous table 902 – document types BLOB = Binary Large Object CLOB = Character Large Object (only characters) A few general parameters ADX / INT module  DIRPCE and "%" SUP / RPT module  IMPPCEJOIN TEC101: Fundamentals Common Tools

Attachments The DIRPCE parameter is used to define a default directory to store the attachments that are not stored in the base When the File / Print function is used in object management, the SUP : RPT : IMPPCEJOIN parameter enables you to automatically print the attachments associated with the current record TEC101: Fundamentals Common Tools

Attachments Syntaxes % \ FileName.ext % Filename With % call the default directory name then select the file with its extension TEC101: Fundamentals Common Tools

Exercise 2.3.1 Attachments TEC101: Fundamentals Common Tools

Conclusion The following elements are regularly used in the application Memos Search Attachments TEC101: Fundamentals Common Tools

2.4 Introduction to Workflow
Objectives Describe the principle of workflow notifications TEC101: Fundamentals Common Tools

Workflow - Notifications
The Notifications function allows simple workflows to be created quickly (only a single Tab) It is limited in that only some of the triggering cases that can be processed by the Workflow engine can be expressed. the criteria entry screen is simplified and only some of the more complex fields can be viewed. the workflow is limited to two recipients. there is no associated signature process Creation of a Notification automatically creates the appropriate Workflow Rule Using the Workflow Rules, the notifications may be enhanced (the Notification will be removed) Parameters > Workflow > Notification HEADER Code This field identifies the Workflow rule. Description It used to define a name associated with each record. Active As long as this box has not been checked, the Workflow rule is not likely to be triggered. TRIGGERING Event type The Workflow event type can take the following values : Object : the function here is of the object type (record managed in creation, modification, duplication, deletion...mode). Then the event code corresponds to the object code. Function entry : the rule is triggered when entering a function of the software. The event code corresponds to the function code (an object coded as XXX corresponds to the GESXXX function, as a consequence, this type of event can also be used for objects). Print : a report is launched, and its code can be specified in the event code field. End of task: a Workflow is triggered at the end of the batch task, and its code corresponds to the event code (the batch task in question needs to have the box User message checked, otherwise it will not work. a warning message indicates otherwise, yet the entry is not forbidden for all that). Event code This field specifies the triggering context, based on the previously defined type : for an Object type, the code of the corresponding object is given. for a Function entry type, the function code is given. for a Printing type, the report code is given. for an End of task or Task interruption type, the code of the batch task is given. Operations This field is used to further define the execution context of the Workflow rule. For an Object type, a series of codes is entered to allow the definition of the standard operations (M for Modification, C for Creation...) Return Icon If checked, this box makes it possible to enclose in the message sent an icon containing the context used to remind the record (by double-clicking on it). Note that this only works for a client-server connection Linked trace file (Log) This box can only be checked if the triggering event corresponds to the end of a batch task. In that case, if it is checked, the trace file associated with the batch task will be enclosed to the message sent. CONDITIONS Allows the entry of up to 5 criteria to define the criteria that the workflow will be triggered. Based on fields that are ‘on-line’ when the workflow is triggered. Alternatively a formula may be entered in the ‘Expression’ field to determine the conditions under which the workflow should be triggered TEC101: Fundamentals Common Tools

A few basic parameters General parameters: SUP : WRK TYPMES – Message sending via server or client workstations SERMES – Name of the messaging server WRKDAY – Number of enquiry days in the planning workbench Activity codes AUDIT - Functional (case of manual Workflow) AWR Sizing (max number of signers) TEC101: Fundamentals Common Tools

Notifications Notifications will allow us to trigger a workflow on the following Creation / Modification / Deletion an object record Entering into a function Printing of a Report Ending of a asks Notifications can be sent by or logged as an entry in the Workflow Monitor or both TEC101: Fundamentals Common Tools

Principles Sage X3 Server(s) MAPI   SMTP MAPI Client Server Web Server(s) TEC101: Fundamentals Common Tools

Notifications Triggering Choose the object Select the activation conditions Tracking method Mail sending Alert (tracking) Message Detail TEC101: Fundamentals Common Tools

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 TEC101: Fundamentals Common Tools

Exercise 2.4.1 Workflow - Notifications

Conclusion Workflow Notification Manual workflow The other workflow methods are developed during the advanced administration training TEC101: Fundamentals Common Tools

2.5 Statistics Objectives Store data in a temporary table Have simple statistics Multi-level presentation with zoom effects Key points Implementation of statistics TEC101: Fundamentals Common Tools

Statistics Statistic tools enable calculation and storage of simple numeric elements in a temporary table From 1 to N accumulated amounts and quantities The value N depends on the STA activity code (5 by default, 10 maximum) The elements depend on the site the company a frequency parameter from 1 to M other criteria. M depends on the STT activity code (4 by default, 8 maximum) The commercial budgets (forecasts) may be associated to the statistical results The calculation of statistics is triggered by the events used for managing the X3 objects, such as the creation, the modification and the deletion. The calculation may also be launched in batch (deferred). TEC101: Fundamentals Common Tools

Statistics trigger Define the update actions for the statistics Data movements Distributions across all the modules A few standard triggers Parameters > Usage > Statistics > Statistical triggers BAP, CLL, OPP … Tables Triggering criteria Variables Set up variables (formulas) beforehand NUMBER = 1 to calculate averages TEC101: Fundamentals Common Tools

Statistical Parameters
Parameters > Usage > Statistics > Statistical parameters General tab Management and Type Define the trigger Refresh method (Real time or batch) Fields tab Define grouping criteria Value: aggregations to be done defined in the trigger TEC101: Fundamentals Common Tools

Statistical Parameters
Advanced tab Columns Values to be accumulated Cn: real for period 1 CCn: real for period 2 Pn: forecast for period 1 PPn: forecast for period 2 Result criteria TEC101: Fundamentals Common Tools

Statistics Execution Validate the statistical parameters Data batch validation Usage > Statistics > Batch Validation Incremental Resynchronization Batch: "VALSTA" TEC101: Fundamentals Common Tools

Statistics - Forecast Usage > Statistics > Forecasts Process Initialize the values (real) Define increases (+/- rate) Modify, adjust the values Tables involved STAT for real statistics STATPRV for forecast statistics TEC101: Fundamentals Common Tools

Exercise 2.5.1 Statistics TEC101: Fundamentals Common Tools

Conclusion The statistics can be implemented using 2 methods (Batch and real Time) Subscription to a Batch server Presentation on the portal TEC101: Fundamentals Common Tools

3.1 Requester Objectives Use the 3 requester methods and display the results Key points Implementation of the same request as a graphic request and as a form request Integration of requests in the portal TEC101: Fundamentals Common Tools

Generic principle The Requester is a tool that allows the user to construct database queries, to view them, and to print them. Requesters can be defined in 3 different tools:- Conventional definition of tables and fields in a screen SQL script Graphical presentation of tables and fields Requests can be run on request Dedicated or shared result ALISTER Request TEC101: Fundamentals Common Tools

Requesters Setup Parameters > Usage > Prints Requester SQL requester Graphic requester Enquiry Prints > Display of requests TEC101: Fundamentals Common Tools

Requesters Graphical Requests are written using a Graphical Tool similar to other Windows reporting applications Tables can be added Links can be changed Ranges can be selected Columns can be sorted Values in columns can be accumulated Fields can be grouped The results are viewed in the same way as for normal Requesters TEC101: Fundamentals Common Tools

Exercise 3.1.1 Requester - Graphical TEC101: Fundamentals Common Tools

Form requester Requests are written using a normal X3 Interface All features of graphical requester Not as user friendly when selecting fields Graphic tab – to display results in Graph form Representation Description type field Value type field(s) TEC101: Fundamentals Common Tools

Exercise 3.1.2 Requester - Form TEC101: Fundamentals Common Tools

The SQL requester Allows Requester to be written in native SQL Need to be aware of underlying database differences No management of multi-level shortages No totals on the columns "SELECT" Instruction Field index (xxx_0, xxx_1 …) Variable parameter index ( %i% ) TEC101: Fundamentals Common Tools

Exercise 3.1.3 Requester - SQL TEC101: Fundamentals Common Tools

Results enquiry To view the results The requests must be active Printing > View Requests Create a batch Task: CALALH Then indicate the request to be calculated TEC101: Fundamentals Common Tools

Conclusion The requests are available using 3 methods Understanding the data model is essential Refresh results TEC101: Fundamentals Common Tools

3.2 Imports / Exports Objectives Presentation of the import and export process Key points Transcoding Management of Temporary Storage Space errors TEC101: Fundamentals Common Tools

Imports / Exports Templates
Allows data to be Imported into X3 from 3rd party systems Allows data to be Exported from X3 to 3rd party systems Input / Output files can be in a number of differing text formats May be linked to Object to provide verification of data May be linked to bespoke process to provide additional validation TEC101: Fundamentals Common Tools

Imports / Exports Templates - Structure
Parameters / Usage / Imports/Exports Choose the file type format Field separator Record separator Windows: \013\010 (CR/LF) UNIX: \010 (LF) File format ASCII: on 1 byte The others: on 2 bytes Coding ISO 8859 (mainly) TEC101: Fundamentals Common Tools

Imports / Exports Transcoding
Correlation tables Local codes / external codes Import mode and Export mode Possible default values Local code: data stored in X3 External code: imported data Local code External code CHQ CHEQUE DIV * OTHER TEC101: Fundamentals Common Tools

Imports / Exports Parameters
Parameters > Usage > Imports/Exports > Parameters EXPORT parameters Define the default and temporary directories Chrono number IMPORT parameters Define the directories TEC101: Fundamentals Common Tools

Imports / Exports Anomalies - Temporary Storage Space
Usage > Imports/Exports > Temporary Storage Space Error management Any records that have failed to be imported are saved in a temporary table Records can be reviewed, modified and a new external file generated New table can then be re-imported TEC101: Fundamentals Common Tools

Imports / Exports Chronological export
Allows data to be exported if it has changed since the last export The variable [C]EXPORT contains the current chronological number Links to the field EXPNUM within tables TEC101: Fundamentals Common Tools

Imports / Exports Sequences
Allows multiple Import / Exports to be run using differing templated in a particular sequence Execution managed by the batch server Opt for separate imports TEC101: Fundamentals Common Tools

Exercise 3.2.1 Export and import TEC101: Fundamentals Common Tools

Conclusion The import/export processes are normally based on object management Limit the processes file by file Keep data consistent Sequence and plan imports / exports TEC101: Fundamentals Common Tools

3.3 The portal Objectives Introduction to the portal. Key points Presentation of the portal and thumbnails TEC101: Fundamentals Common Tools

Portal Characteristics
Licence - licence view Development > Utilities > Verifications > Visualise Licence General parameters SUP / APL / NEWPORT Portal components Parameters Thumbnails TEC101: Fundamentals Common Tools

Portal components Portal Parameters Development > Interactive portal > Portal Parameters Visual component type / data source Thumbnail families Development > Interactive portal > Thumbnail Groups TEC101: Fundamentals Common Tools

Portal implementation
Portal view Parameters > Interactive portal > Portal views Data source tab Case of requests, statistics Other cases Visual component tab Enter the parameters TEC101: Fundamentals Common Tools

Requests and Portal Parameters > Interactive portal > Portal Views Links the Data Source & Visual Components Data source tab REQ: Request FRQ: Update frequency INITLEVEL: Display level Visual component tab RE1: Standard request (data in table) FGR: Graphics Thumbnail: FSH FGR (Instant graphs) This visual component associated with the statistics (STA), and the requests (source of REQ data), presents a graph displaying the amounts from the data source, with as a title one of the character elements from the data source, with the associated parameters: The graph type (FGGTYPE): 'XLINE' (line graph), 'XBAR' (bar graph), 'XAREA' (area graph), 'XPIE' (pie chart). the displayable column numbers of the Value field (FGCVAL). If there is only one column, we give its number directly. If there are several, it must be in a character string, separated by a semi colon. In this way, a syntax such as "4;7;3;8" for example is obtained the column number relating to the default displayed value (FGCDEF). If this field is not entered, the first value is used. TEC101: Fundamentals Common Tools

Characteristics Data source Parameter list Default values Visual component Use the data source(s) TB1: Standard table TEC101: Fundamentals Common Tools

Implementation of thumbnails
Thumbnail groups Development > Interactive portal > Thumbnail groups Thumbnail type / Menu / Separator Thumbnails Parameters > Interactive portal > Thumbnails Enter the portal view parameters TEC101: Fundamentals Common Tools

Copy a portal Initialize a portal from another profile Development > Utilities > Miscellaneous > Portal Management Select the reference user Choose the destination user Use of thumbnails TEC101: Fundamentals Common Tools

Exercises 3.3.x Portal TEC101: Fundamentals Common Tools

Conclusion Creation of new thumbnails from existing components. Integration of thumbnails into the portal User rights Portal personalisation TEC101: Fundamentals Common Tools

3.4. Processes Objectives Define the good practices for creating a process Contents Thumbnails Draw tab TEC101: Fundamentals Common Tools

Processes Allow the business processes to be optimized with a graphical display Define scenarios Process and Menu Graphic conventions TEC101: Fundamentals Common Tools

Process Design / Implementation
Parameters > Interactive portal > Process Tools Define the process mode Background image Text CTRL button Horizontal lines SHIFT on 2 selections Links Thumbnails Parameters > Interactive portal > Thumbnail Select the process TEC101: Fundamentals Common Tools

Process Menus Parameters > Interactive portal > Process menu The process menu is a tree and ranked representation of a process Create "Menu" processes Select the processes Choose the representation level (up to 3) Thumbnails Select the process menu Parameters > Interactive portal > Thumbnail TEC101: Fundamentals Common Tools

Exercise 3.4.1 Processes TEC101: Fundamentals Common Tools

Conclusion Work in a structured manner "Conceptualize" the process Comply with a consistent charter A process is an structural feature and can assist in sequencing complex tasks. TEC101: Fundamentals Common Tools

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TEC101: Fundamentals Common Tools

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TEC101: Fundamentals Common Tools

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