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This shows you the differences between two versions of the page.

--- app:advanced_productivity_pack_app [2019/07/25 22:42]
dtucker [EFT - Electronic Funds Transfer]
+++ app:advanced_productivity_pack_app [2025/06/12 09:38] (current)
dtucker [APP/EFT Server Configuration]
@@ Line 2: / Line 2: @@
 ===== APP Installation =====
+<WRAP center round important>
+The current version of the application **requires** that any servers/client machines running the SAP B1 client and the application be using a **minimum** of version 4.8 of the Microsoft .Net Framework.
+</WRAP>
 TWBS Advanced Productivity Pack (APP) installation consists of the following steps.
+  * **MS .Net Framework Version Verification** – The latest versions of Third Wave SAP® Business One add-ons **require** that any servers/client machines running the SAP B1 client and the application are using a **minimum** of version 4.8 of the Microsoft .Net Framework.
   * **SAP® Business One Extensions Path for APP Data Logging** – Third Wave SAP® Business One add-ons have been updated with a new application data logging mechanism. It will no longer place files in the users local MY DOCUMENTS directory. The application will now use the SAP® Business One defined Extensions file path.
   * **SAP® Business One APP Client** – The TWBS APP add-on will **only** be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.
@@ Line 71: / Line 76: @@
 <WRAP center round info>
-TWBS APP Server Configuration screen access is controlled through the SAP® Business One Authorizations function.
+**TWBS APP Server Configuration** screen access is controlled through the SAP® Business One Authorizations function.
 </WRAP>
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * The **<color #00a2e8>Server Name</color>**, **<color #00a2e8>Database</color>**, and **<color #00a2e8>SQL/Hana Provider</color>** values will be determined automatically based on the SAP® Business One company database the user is logged into.
@@ Line 88: / Line 93: @@
     * **<color #00a2e8>Never Refresh on Menu Load</color>**
   * Check the **<color #00a2e8>Suppress Menu Items for Doc Specific Reports on Main Menu</color>** checkbox if you do not wish for document specific reports to be displayed on the main SAP menu structure.
-  * Click the **<color #00a2e8>Test Connection</color>** button to test the data interface connection.
-  * If the credentials entered allow a successful connection, the user will receive a confirmation message box.
-  * Click the <color #22b14c>**Update**</color> button.
+  * Select the SMTP Authentication option if using SMTP for report delivery.
+    * **<color #00a2e8>Basic Authentication</color>** - The existing user/password SMTP authentication method.
+    * **<color #00a2e8>oAuth Authentication</color>** - New oAuth authentication method that will require the generation of new security credentials that will be entered into the fields that display on the selection of this option.
+      * **<color #00a2e8>Tenant ID</color>**
+      * **<color #00a2e8>Client ID</color>**
+      * **<color #00a2e8>Client Secret</color>**
-===== APP - Database Object Creation =====
+<WRAP center round important 75%>
+Support for oAuth SMTP authentication is limited to Microsoft Exchange Online servers at this time. Additional SMTP support will be added later.
-If you are any of the APP modules of the TWBS APP application, you **must** create the associated database objects required for the APP application.
-  * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
-  * Click the **<color #22b14c>Recreate APP SQL Objects</color>** button to initiate the SAP® B1 company database object creation.
-  * The user will be notified once the process is complete.
-  * Click the **<color #22b14c>Create APP Objects</color>** button to initiate the SAP® B1 company database object creation.
-<WRAP center round info>
-This process will initiate a prompt by SAP® Business One that new database objects have been created and they will need to close open windows.
 </WRAP>
-  * Once the process is complete and successful, and the form is reloaded, the indicators next to the **<color #22b14c>Recreate APP SQL Objects</color>** and **<color #22b14c>Recreate APP SQL Objects</color>** buttons will display {{:app/image43.jpeg?18x19}}.
+<WRAP center round important 75%>
+For instructions on how to generate oAuth account credentials for Microsoft Exchange Online servers, please use the following link:
-===== APP - Dashboards/Adv. Delivery Definition Setup =====
-  * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
-  * Click the **<color #22b14c>Setup Dashboards/ADD Definitions</color>** button to initiate the dashboards and advanced delivery definitions setup.
-  * Once the process is complete and successful, the indicator next to the **<color #22b14c>Setup Dashboards/ADD Definitions</color>** button will display {{:app/image43.jpeg?18x19}}.
-===== APP - Standard Reports Included =====
-<WRAP center round info>
-TWBS Advanced Productivity Pack (APP) provides a variety of standard Crystal Reports layouts for SAP® Business One marketing documents included with the product installation. While these reports are installed, they come disabled and would need to be edited through the Report Maintenance form to activate them.
 </WRAP>
-Included Reports: **<color #22b14c>Quote</color>**, **<color #22b14c>Sales Order</color>**, **<color #22b14c>Pack List</color>**, **<color #22b14c>A/R Invoice</color>**, **<color #22b14c>Goods Return</color>**, **<color #22b14c>Purchase Order</color>**, **<color #22b14c>A/P Invoice</color>**, **<color #22b14c>Credit Memo</color>**, **<color #22b14c>Sales Return</color>**, **<color #22b14c>Goods Receipt PO</color>**, **<color #22b14c>Customer Statements</color>**, **<color #22b14c>Service Calls</color>**, **<color #22b14c>Check Printing</color>**, **<color #22b14c>A/R Down Payment</color>**, **<color #22b14c>A/P Down Payment</color>**, **<color #22b14c>Incoming Payments</color>**, **<color #22b14c>Outgoing Payments</color>**
-===== EFT - Database Object Creation =====
-If you are utilizing the EFT module of the TWBS APP application, you **must** create the associated database objects required for the EFT application.
-  * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups
-{{ :app:app_server_config_updated.jpg?600 |}}
-  * Click the <color #22b14c>**Create EFT Objects**</color> button to initiate the SAP® B1 company database object creation.
-<WRAP center round info>
-This process will initiate a prompt by SAP® Business One that new database objects have been created and they will need to close open windows.
-</WRAP>
-  * Once the process is complete and successful, and the form is reloaded, the indicator next to the <color #22b14c>**Create EFT Objects**</color> buttons will display {{:app/image43.jpeg?18x19}}.
-===== EFT - Standard Reports Included =====
-<WRAP center round info>
-Installtions of TWBS EFT that are not using the basic TWBS APP application will have the ability to configure and execute 2 of the standard TWBS APP crystal reports files that are specific to TWBS EFT functionality.While these reports are installed, they come disabled and would need to be edited through the Report Maintenance form to activate them.
-</WRAP>
-Included Reports: **<color #22b14c>Incoming Payments</color>** & **<color #22b14c>Outgoing Payments</color>**
-===== Setting SAP® Business One Authorizations for APP Configuration Access =====
-Third Wave SAP® Business One add-ons have been updated to restrict access to application screens used for setup and/or configuration. Each user that you want to provide access to these screens will need to be manually provided authorization to access the specific screen through this process.
-  * Launch the General Authorizations screen by selecting the **<color #22b14c>General Authorizations</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image10.jpeg?17x16}} <color #22b14c>**System Initialization**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**Authorizations**</color> menu groups. Select the user or group from the left list for whom you want to set authorizations.
-{{:app/image36.jpeg?772x323}}
-  * Expand the <color #7092be>**User Authorization**</color> section on the right side of the form by clicking on the arrow head next to it so that it is pointing down.
-  * Inside the <color #7092be>**User Authorization**</color> section you will find entries for each of the following options.
-<WRAP center round info>
-The <color #00a2e8>**TWBS Server Settings**</color> authorization setting is common to **all** TWBS applications. Disabling access will affect all installed add-ons using this mechanism.
-</WRAP>
-  * <color #00a2e8>**TWBS Server Settings**</color> – Provides authorization to access the **APP Server Configuration** form.
-  * <color #00a2e8>**TWBS APP Report Maintenance**</color> – Provides authorization to access the **Report Maintenance** form.
-  * <color #00a2e8>**TWBS APP Define Roles**</color> – Provides authorization to access the **User  Roles Properties Screen** form.
-  * <color #00a2e8>**TWBS APP Module Manager**</color> – Provides authorization to access the **APP  Modules** form.
-  * <color #00a2e8>**TWBS APP Admin Access**</color> – Provides authorization to access the **APP Admin Access Screen** form.
-  * <color #00a2e8>**TWBS APP Form Registration**</color> – Provides authorization to access the **Form Registration Screen** form.
-====== APP SAP® Business One Add-On Client Uninstall Process ======
-<WRAP center round info>
-The TWBS APP add-on will **only** be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.</WRAP>
-<WRAP center round info>
-The SAP® Business One System Landscape Directory **must** be installed on the SAP® B1 Server to access this option. All installations and removals of APP versions 92.2.0 and above **must** be performed on the SAP® B1 Server through the System Landscape Directory.</WRAP>
-**<color #ed1c24>If your previous version of TWBS APP is a version that still utilizes the Database Server.
-</color>
-**
-  * Open the Database Service Manager Screen select the Uninstall Service option.
-{{:app/image6.jpeg?10x10}}{{:app/image47.jpeg?432x378}}
-  * Open the operating system option for administering programs through the Control Panel.
-  * Uninstall the option for Third Wave APP Database Server.
-<color #ed1c24>**If your previous version of TWBS APP is a version installed through the Add-On Administrator.**</color>
-  * Launch the SAP® Business One <color #22b14c>**Add-On Administration**</color> screen selecting the option from the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Add-Ons</color>** menu.
-  * Move the entry with Third Wave APP in the Add-On Name column to the left by highlighting the row and clicking the button.
-  * Click the <color #22b14c>**Remove Add-On**</color> button on the Add-On Administration screen.
-  * Click the <color #22b14c>**Update**</color> button on the Add-On Administration screen.
-  * Log back into SAP® Business One to initiate the SAP® Business One client uninstall.
-**<color #ed1c24>If your previous version of TWBS APP is a version installed through Lightweight Deployment.
-</color>**
-<WRAP center round info>As of the release of Version 92.2.0 of the TWBS Advanced Productivity Pack (APP) application, the add-on will only be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.</WRAP>
-<WRAP center round info>
-The screenshots in this section are for a different application for process only.
-</WRAP>
-  * Launch the SAP® Business One Add-On Administration screen selecting the menu option.
-  * Click the <color #00a2e8>**Manage Extensions for Lightweight Deployment**</color> link in the bottom right corner of the form.
-<WRAP center round info>The SAP® Business One System Landscape Directory **must** installed on the SAP® B1 Server to access this option. </WRAP>
-{{:app/image50.jpeg?752x398}}
-  * Selection of the link will open an instance of your default web browser to navigate to the Extension Manager.
-<WRAP center round info>If you receive the following notification about the website's security certificate, you can click the <color #00a2e8>**Continue to this website**</color> option.</WRAP>
-  * Log into the System Landscape Directory using the correct credentials.
-{{:app/image17.jpeg?471x300}}
-  * Click on the <color #22b14c>**Company Assignment**</color> tab of the SAP® Business One Extension Manager screen and select the SAP® B1 Company database name from the Company List that you want to remove the application from.
-{{:app/image52.jpeg?752x255}}
-  * Click on the line for the name of the application that you want to remove.
-  * Click the <color #22b14c>**Unassign**</color> button on the form.
-{{:app/image53.jpeg?752x238}}
-  * A confirmation message box will appear for the un-assignment of the extension from the company database. Click the <color #22b14c>**Yes**</color> button.
-{{:app/image54.jpeg?752x265}}
-<WRAP center round info>If you need to remove the application from more than one SAP® B1 Company database, repeat these last few steps for each of the databases in the Company List which have the application assigned to them.</WRAP>
-  * Click on the <color #22b14c>**Extensions**</color> tab of the SAP® Business One Extension Manager screen and select the line for the name of the application that you want to remove.
-{{:app/image56.jpeg?752x191}}
-  * A confirmation message box will appear for the remove of the extension/application. Click the <color #22b14c>**Yes**</color> button.
-{{:app/image57.jpeg?752x260}}
-  * A confirmation message box will appear for the unassignment of the extension from the   * company database. Click the <color #22b14c>**Yes**</color> button.
-====== Applying APP Updates ======
-<WRAP center round info>
-The TWBS APP add-on will **only** be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.</WRAP>
-<WRAP center round info>The SAP® Business One System Landscape Directory **must** installed on the SAP® B1 Server to access this option. All installations and removals **must** be performed on the SAP® B1 Server through the System Landscape Directory.</WRAP>
-  * If your previous version of the TWBS APP application is a non-SLD installed version, you should refer to the APP SAP® Business One Add-On Client Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
-    * Once the previous version of TWBS APP has been uninstalled, you can follow the steps in the SAP® Business One Add-On Client Installation section of the User Guide to install the latest version.
-  * If your previous version of the TWBS APP application is an earlier release of TWBS APP, you have the option to install the new patch without removing the previous patch and the System Landscape Directory will upgrade to the new patch.
-  * If you would rather remove the previous version prior to upgrading to the new patch release, you should refer to the APP SAP® Business One Add-OnClient Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
-    * Once the previous version of TWBS APP has been uninstalled, you can follow the steps in the SAP® Business One Add-On Client Installation section of the User Guide to install the latest version.
-====== APP Module Management ======
-TWBS APP application functionality is divided into separate modules. Only enable the modules for the aspects of APP that you want to use. These components are administered through the TWBS Module Manager screen.
-  * <color #00a2e8>**Advanced Productivity Pack (APP)**</color>
-    * <color #00a2e8>**Report Maintenance and Delivery**</color>
-    * <color #00a2e8>**Customizer**</color>
-    * <color #00a2e8>**Dashboards**</color>
-  * <color #00a2e8>**Electronic Funds Transfer (EFT)**</color>
-  * <color #00a2e8>**Journal Voucher Import**</color>
-<WRAP center round info>
-The TWBS <color #00a2e8>**Electronic Funds Transfer (EFT)**</color> application is sold and licensed separately from the TWBS <color #00a2e8>**Advanced Productivity Pack (APP)** </color> application.
-</WRAP>
-===== Activating Modules =====
-  * Select the <color #22b14c>**Module Manager**</color> menu option under the <color #22b14c>**Administration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**Setup**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**APP Configuration**</color> menus to load the APP Module Manager screen.
-  * Click the <color #00a2e8>**Active**</color> checkbox next to the module(s) that you wish to enable.
-<WRAP center round info>
-Activating a module will enable this functionality for all users in the SAP Business One® company database, not just for an individual user.
-</WRAP>
+  * Click the **<color #00a2e8>Test Connection</color>** button to test the data interface connection.
+  * If the credentials entered allow a successful connection, the user will receive a confirmation message box.
   * Click the <color #22b14c>**Update**</color> button.
-<WRAP center round important>
+<WRAP center round info 90%>
-Activation and deactivation of modules will require the restarting of the APP SAP® Business One Client for the changes to be applied.
+If you are upgrading to a new version of APP from a prior version that did not store all APP information in the SAP® Business One company database, you will be required to convert or "migrate" the APP data during the upgrade process. Please refer to the **How To Migrate TWBS_SBO-Common Data During APP Ugrade** section of the guide.
 </WRAP>
+<WRAP center round info 90%>
+If you are upgrading to a new version of APP from a prior version that did not store customized form data as XML, you will be required to convert or "migrate" the customization data during the upgrade process. Please refer to the **How To Convert APP Form Customized Data to XML** section of the guide.
-====== APP Modules ======
-<WRAP center round info>
-For information on new features, functionality enhancements, or fixes in releases of APP/EFT please refer to the Release Notes document available in the application documentation download or full APP application package.
 </WRAP>
-===== APP - Report Maintenance and Delivery =====
-Report maintenance and document delivery provides the user with a suite of tools to execute and deliver reports and documents, either individually or in mass processing, via delivery methods including fax, print, email, or a combination - performed in a single process.
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_rpt_screens|APP Report Maintenance and Delivery Screens]]
-</wrap>
-</WRAP>
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_how_to|Using APP Report Maintenance and Delivery]]
-</wrap>
-</WRAP>
-===== APP - Customizer =====
-TWBS Advanced Productivity Pack (APP) Customizer provides users with a customization toolkit and process rules to facilitate the enhancement of any SAP® Business One forms or UI-based add-on application screens without the use of programming knowledge. The APP Customizer toolkit consists of the following areas:
-  * <color #00a2e8>**Item Placement**</color> - Item Placement capabilities allow the user to add objects (labels, text fields, buttons, and tabs) to forms or edit the properties of existing SAP objects.
-  * <color #00a2e8>**Process Rules**</color> - Process Rules capabilities allow the user to add field and event based validations and procedure executions to forms.
-  * <color #00a2e8>**Tab Order Sequence**</color> - Tab Order sequence capabilities allow the user to establish, edit, and remove custom designated tab orders for forms that will override the normal order of moving between fields on a form.
-  * <color #00a2e8>**Mandatory Fields**</color> - Mandatory Fields configuration capabilities allow the user to establish, edit, and remove custom designated mandatory fields for forms that will operate in addition to the normal required fields on a form.
-<WRAP center round info>
-Any APP Customizer functionality will be limited by the restrictions of the SAP® Business One object. All Customizer functionality has been tested and verified on UI-based add-on forms.
-</WRAP>
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_cust_screens|APP Customizer Screens]]
-</wrap>
-</WRAP>
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_how_to_cust|Using APP Customizer]]
-</wrap>
-</WRAP>
-===== APP - Dashboards =====
-Interactive dashboards and charts to speed decision making.
-Automatic refreshing dashboards and charts.
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_dash_screens|APP Dashboards Screens]]
-</wrap>
-</WRAP>
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_how_to_dash|Using APP Dashboards]]
-</wrap>
-</WRAP>
-===== EFT - Electronic Funds Transfer =====
-<WRAP center round box 90%>
-<wrap em>
-[[app:eft_config|Electronic Funds Transfer Configuration]]
-</wrap>
-</WRAP>
-<WRAP center round box 90%>
-<wrap em>
-[[app:eft_screens|Electronic Funds Transfer Screens]]
-</wrap>
-</WRAP>
-<WRAP center round box 90%>
-<wrap em>
-[[app:eft_how_to|Using Electronic Funds Transfer]]
-</wrap>
-</WRAP>
-===== Journal Voucher Import =====
-<WRAP center round box 90%>
-<wrap em>
-[[app:app_jrnl_import|Journal Voucher Import Guide]]
-</wrap>
-</WRAP>
-====== SAP® Document Object Type Reference Guide ======
-Each SAP® Business One marketing document has a unique object type (ObjType) value associated with it in the respective database table that identifies the type of marketing document that the record represents.
-^**ObjType Value**^**Associated SAP® Business One Object**^^
-|13         |A/R Invoice                 ||
-|14         |A/R Credit Memo             ||
-|15         |Delivery Note               ||
-|16         |Return                      ||
-|17         |Sales Order                 ||
-|18         |A/P Invoice                 ||
-|19         |A/P Credit Memo             ||
-|20         |Goods Receipt Purchase Order||
-|21         |Goods Return                ||
-|22         |Purchase Order              ||
-|23         |Sales Quotation             ||
-|59         |Goods Receipt               ||
-|60         |Goods Issue                 ||
-|67         |Inventory Transfers         ||
-|132        |Correction Invoice          ||
-|163        |A/P Correction Invoice      ||
-|164        |A/P Correction Invoice      ||
-|165        |A/R Correction Invoice      ||
-|166        |A/R Correction Invoice      ||
-|202        |Production Order            ||
-|203        |A/R Down Payment Invoice    ||
-|204        |A/P Down Payment Invoice    ||
-|540000006  |Purchase Quotation          ||
-<WRAP center round important>
-The Production Order database table (OWOR) does not have a specific ObjType field that contains the value for the Production Order document header record. Please refer to the **How To Add Link To Arrows for Production Order to TWBS Visual Query Results** section of the User Guide.
-</WRAP>
-====== TWBS Application Technical Support ======
-Support is provided for Third Wave’s APP application and all included modules. Please direct your inquiries regarding APP functional and technical capabilities to your SAP® Business One Partner or Third Wave Business Systems (TWBS).
-Visit the <wrap em>[[https://portal.twbs.com/vsguser/m.htm#/|TWBS Support Portal]]</wrap> (login credentials required)
-  * Add/manage support tickets for product issues and inquiries.
-  * Review and download product software releases for upgrades.
-Visit the <wrap em>[[http://www.youtube.com/thirdwavesapb1|TWBS YouTube Channel]]</wrap>
-  * Product overview videos for all TWBS applications.
-  * Product training video series and demos for select products.
-====== Advanced Productivity Pack (APP) ======
-===== APP Installation =====
-TWBS Advanced Productivity Pack (APP) installation consists of the following steps.
-  * **SAP® Business One Extensions Path for APP Data Logging** – Third Wave SAP® Business One add-ons have been updated with a new application data logging mechanism. It will no longer place files in the users local MY DOCUMENTS directory. The application will now use the SAP® Business One defined Extensions file path.
-  * **SAP® Business One APP Client** – The TWBS APP add-on will **only** be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.
-  * **Licensing Advanced Productivity Pack (APP)** – TWBS SAP® Business One add-ons have been updated with an automatic licensing procedure based on the system SAP® Business One installation number.
-  * **APP License Allocation to Specific SAP® Business One Users** – Individual assignment of APP licenses to specific SAP® Business One users is no longer required.
-  * **APP/EFT Server Configuration** – Server configuration will allow you to verify the database connection credentials, enabled individual functionality modules within APP, create required database objects for installations/upgrades, and migrate APP Customizer or report data from older versions of APP if required during an upgrade.
-    * **Advanced Productivity Pack (APP)**
-      * **Creation of APP Database Objects** – How to create the required database objects for the APP application.
-      * **Setup Dashboards/Advanced Delivery Definitions** – How to set up default dashboards and advanced delivery definitions.
-      * **Standard APP Reports** – The TWBS APP application provides 16 standard Crystal Report layouts for SAP® Business One marketing documents.
-    * **Electronic Funds Transfer (EFT)**
-      * **Creation of EFT Database Objects** – How to create the required database objects for the EFT application.
-  * **Setting SAP® Business One Authorizations for APP Admin Access** – Third Wave SAP® Business One add-ons have been updated to restrict access to application screens used for setup and/or configuration. Each user that you want to provide access to these screens will need to be manually provided authorization to access the specific screen through this process.
-===== SAP® Business One Extensions Path for APP Data Logging =====
-Third Wave SAP® Business One add-ons have been updated with a new application data logging mechanism. It will no longer place files in the users local MY DOCUMENTS directory. The application will now use the SAP® Business One defined Extensions file path.
-<WRAP center round info>
-The specified Extensions Folder path should be a network location directory that is accessible to all SAP® B1 users starting the application.
-</WRAP>
-Launch the General Settings screen by selecting the <color #22b14c>**General Settings**</color> menu option under the
-<color #22b14c>**Administration**</color> {{:app/image10.jpeg?17x16}} <color #22b14c>**System Initialization**</color> menu groups.
-Click the <color #ff7f27>**Path**</color> tab along the top of the form .
-{{:app/image11.jpeg?772x162}}
- Verify that a directory that is accessible to all SAP® B1 users starting the application is specified on the <color #00a2e8>**Extensions Folder**</color> line.
-<WRAP center round info>
-If you wish to change the <color #00a2e8>**Extensions Folder**</color> location, please be sure that all users are logged out of all TWBS add-on applications before the new directory is selected.
-</WRAP>
-===== SAP® Business One APP Client =====
-<WRAP center round info>
-The TWBS APP add-on will **only** be available for installation through the SAP® Business One Server management of extensions for lightweight deployment method. Use of this method requires that the SAP® Business One System Landscape Directory be installed on the SAP® B1 Server.
-<wrap em>
-[[addons:lightweight_deployment|Installing SAP® Business One Applications through the SLD]]
-</wrap>
-</WRAP>
-===== Licensing APP Modules =====
-Third Wave Business System SAP® Business One add-ons have been updated with an automatic licensing procedure. In order to obtain a permanent license key, the production environment SAP® Business One installation number must first be provided to TWBS Support so that the information can be entered into our systems. The SAP® Business One installation number is a critical component to the new TWBS application license keys. Without this information you will only be able to obtain a 30-day application trial license.
-On start up, the application client will verify that a valid license exists for the application having been purchased based on your SAP® Business One installation number. If the license is verified, the application will start. If the application has not been purchased, a 30-day trial license will be issued to allow for limited use of the application. If your trial license has expired and you would like to purchase the application to obtain a full license key, please contact Third Wave Business Systems @ (201) 703-2100.
-===== APP License Allocation to Specific SAP® Business One Users =====
-The TWBS APP Processing application has been updated so that the manual allocation of user licenses to specific SAP® Business One users is no longer required. The application will automatically track when the application is connected/disconnected how many individual user licenses are currently in use.
-===== APP/EFT Server Configuration =====
-<WRAP center round info>
-TWBS APP Server Configuration screen access is controlled through the SAP® Business One Authorizations function.
-</WRAP>
-  * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
-  * The **<color #00a2e8>Server Name</color>**, **<color #00a2e8>Database</color>**, and **<color #00a2e8>SQL/Hana Provider</color>** values will be determined automatically based on the SAP® Business One company database the user is logged into.
-  * Enter the database user credentials in the fields provided.
-  * Enter the SMTP Server information in the fields provided, if using SMTP rather than MS Outlook.
-    * The **<color #00a2e8>SMTP Server</color>** for email delivery either by server name or by IP address.
-    * The **<color #00a2e8>Port #</color>** for the **<color #00a2e8>SMTP Server</color>** .
-    * The **<color #00a2e8>Enable SSL</color>** check box will enable Secure Socket Layer (SSL) for the **<color #00a2e8>SMTP Server</color>**.
-  * Set the desired value for the APP Menu Refresh drop down.
-    * **<color #00a2e8>Always Refresh on Menu Load</color>**
-    * **<color #00a2e8>Never Refresh on Menu Load</color>**
-  * Check the **<color #00a2e8>Suppress Menu Items for Doc Specific Reports on Main Menu</color>** checkbox if you do not wish for document specific reports to be displayed on the main SAP menu structure.
-  * Click the **<color #00a2e8>Test Connection</color>** button to test the data interface connection.
-  * If the credentials entered allow a successful connection, the user will receive a confirmation message box.
-  * Click the <color #22b14c>**Update**</color> button.
 ===== APP - Database Object Creation =====
@@ Line 563: / Line 128: @@
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * Click the **<color #22b14c>Recreate APP SQL Objects</color>** button to initiate the SAP® B1 company database object creation.
@@ Line 581: / Line 146: @@
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups.
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * Click the **<color #22b14c>Setup Dashboards/ADD Definitions</color>** button to initiate the dashboards and advanced delivery definitions setup.
@@ Line 604: / Line 169: @@
   * Launch the **<color #22b14c>APP Server Configuration</color>** screen by selecting the **<color #22b14c>Server Configuration</color>** menu option under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups
-{{ :app:app_server_config_updated.jpg?600 |}}
+{{ :app:app-serverconfig-oauth.jpg?600 |}}
   * Click the <color #22b14c>**Create EFT Objects**</color> button to initiate the SAP® B1 company database object creation.
@@ Line 720: / Line 285: @@
 {{:app/image56.jpeg?752x191}}
-  * A confirmation message box will appear for the remove of the extension/application. Click the <color #22b14c>**Yes**</color> button.
+  * Click the <color #22b14c>**Remove**</color> button.
 {{:app/image57.jpeg?752x260}}
-  * A confirmation message box will appear for the unassignment of the extension from the   * company database. Click the <color #22b14c>**Yes**</color> button.
+  * A confirmation message box will appear for the removal of the extension from the company database. Click the <color #22b14c>**Yes**</color> button.
@@ Line 740: / Line 305: @@
   * If your previous version of the TWBS APP application is an earlier release of TWBS APP, you have the option to install the new patch without removing the previous patch and the System Landscape Directory will upgrade to the new patch.
-  * If you would rather remove the previous version prior to upgrading to the new patch release, you should refer to the APP SAP® Business One Add-OnClient Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
+  * If you would rather remove the previous version prior to upgrading to the new patch release, you should refer to the APP SAP® Business One Add-On Client Uninstall Process section of the User Guide and follow all appropriate instructions for the complete removal of the previous version of TWBS APP.
     * Once the previous version of TWBS APP has been uninstalled, you can follow the steps in the SAP® Business One Add-On Client Installation section of the User Guide to install the latest version.
@@ Line 843: / Line 408: @@
 ===== EFT - Electronic Funds Transfer =====
-The TWBS Electronic Funds Transfer application integrates directly with SAP® Business One providing unified transaction file creation, transaction recording and remittance printing eliminating the need for double-entry!
-  * Seamlessly integrated completely within SAP® Business One.
-  * Conveniently creates bank transfer files formatted for your bank.
-  * Essentially prints detailed remittances for vendors.
-  * Effortlessly delivers remittances via e-mail.
-  * Quick and easy to set up.
-  * Accommodates EFT contract termination dates.
-<WRAP center round info>
-The TWBS Electronic Funds Transfer User Guide assumes that the person reading is already well-versed in the Bank Account, Business Partner and Check printing processes that are native to the SAP® Business One system. To attain training in SAP® Business One, contact your SAP® Partner or visit the SAP® Business One Customer Portal website.
-</WRAP>
-<WRAP center round info>
-The TWBS Electronic Funds Transfer application is not responsible for any data transmissions to your banking institution. It is only responsible for the generation of data from the SAP® Business One system in the specified EFT format. Transmission of the transaction data files is solely the responsibility of the end customer.
-</WRAP>
 <WRAP center round box 90%>
@@ Line 932: / Line 480: @@
-Visit the <wrap em>[[https://portal.twbs.com/vsguser/m.htm#/|TWBS Support Portal]]</wrap> (login credentials required)
+Visit the <wrap em>[[https://portal.twbs.com/m.htm#/|TWBS Support Portal]]</wrap> (login credentials required)
   * Add/manage support tickets for product issues and inquiries.

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