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.
• 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.

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.

Launch the General Settings screen by selecting the General Settings menu option under the Administration System Initialization menu groups.

Click the Path tab along the top of the form .

Verify that a directory that is accessible to all SAP® B1 users starting the application is specified on the Extensions Folder line.

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.

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.

• Launch the APP Server Configuration screen by selecting the Server Configuration menu option under the Administration Setup APP Configuration menu groups.

• The Server Name, Database, and SQL/Hana Provider 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 SMTP Server for email delivery either by server name or by IP address.
  • The Port # for the SMTP Server .
  • The Enable SSL check box will enable Secure Socket Layer (SSL) for the SMTP Server.
• Set the desired value for the APP Menu Refresh drop down.
  • Always Refresh on Menu Load
  • Never Refresh on Menu Load
• Check the Suppress Menu Items for Doc Specific Reports on Main Menu checkbox if you do not wish for document specific reports to be displayed on the main SAP menu structure.

• Select the SMTP Authentication option if using SMTP for report delivery.
  • Basic Authentication - The existing user/password SMTP authentication method.
  • oAuth Authentication - 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.
    • Tenant ID
    • Client ID
    • Client Secret

• Click the Test Connection 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 Update button.

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 APP Server Configuration screen by selecting the Server Configuration menu option under the Administration Setup APP Configuration menu groups.

• Click the Recreate APP SQL Objects button to initiate the SAP® B1 company database object creation.
• The user will be notified once the process is complete.
• Click the Create APP Objects button to initiate the SAP® B1 company database object creation.

• Once the process is complete and successful, and the form is reloaded, the indicators next to the Recreate APP SQL Objects and Recreate APP SQL Objects buttons will display .

• Launch the APP Server Configuration screen by selecting the Server Configuration menu option under the Administration Setup APP Configuration menu groups.

• Click the Setup Dashboards/ADD Definitions button to initiate the dashboards and advanced delivery definitions setup.
• Once the process is complete and successful, the indicator next to the Setup Dashboards/ADD Definitions button will display .

Included Reports: Quote, Sales Order, Pack List, A/R Invoice, Goods Return, Purchase Order, A/P Invoice, Credit Memo, Sales Return, Goods Receipt PO, Customer Statements, Service Calls, Check Printing, A/R Down Payment, A/P Down Payment, Incoming Payments, Outgoing Payments

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 APP Server Configuration screen by selecting the Server Configuration menu option under the Administration Setup APP Configuration menu groups

• Click the Create EFT Objects button to initiate the SAP® B1 company database object creation.

• Once the process is complete and successful, and the form is reloaded, the indicator next to the Create EFT Objects buttons will display .

Included Reports: Incoming Payments & Outgoing Payments

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 General Authorizations menu option under the Administration System Initialization Authorizations menu groups. Select the user or group from the left list for whom you want to set authorizations.

• Expand the User Authorization 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 User Authorization section you will find entries for each of the following options.

• TWBS Server Settings – Provides authorization to access the APP Server Configuration form.
• TWBS APP Report Maintenance – Provides authorization to access the Report Maintenance form.
• TWBS APP Define Roles – Provides authorization to access the User Roles Properties Screen form.
• TWBS APP Module Manager – Provides authorization to access the APP Modules form.
• TWBS APP Admin Access – Provides authorization to access the APP Admin Access Screen form.
• TWBS APP Form Registration – Provides authorization to access the Form Registration Screen form.

If your previous version of TWBS APP is a version that still utilizes the Database Server.

• Open the Database Service Manager Screen select the Uninstall Service option.

• Open the operating system option for administering programs through the Control Panel.
• Uninstall the option for Third Wave APP Database Server.

If your previous version of TWBS APP is a version installed through the Add-On Administrator.

• Launch the SAP® Business One Add-On Administration screen selecting the option from the Administration Add-Ons 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 Remove Add-On button on the Add-On Administration screen.
• Click the Update button on the Add-On Administration screen.
• Log back into SAP® Business One to initiate the SAP® Business One client uninstall.

If your previous version of TWBS APP is a version installed through Lightweight Deployment.

• Launch the SAP® Business One Add-On Administration screen selecting the menu option.
• Click the Manage Extensions for Lightweight Deployment link in the bottom right corner of the form.

• Selection of the link will open an instance of your default web browser to navigate to the Extension Manager.

• Log into the System Landscape Directory using the correct credentials.

• Click on the Company Assignment 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.

• Click on the line for the name of the application that you want to remove.
• Click the Unassign button on the form.

• A confirmation message box will appear for the un-assignment of the extension from the company database. Click the Yes button.

• Click on the Extensions tab of the SAP® Business One Extension Manager screen and select the line for the name of the application that you want to remove.

• Click the Remove button.

• A confirmation message box will appear for the removal of the extension from the company database. Click the Yes button.

• 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-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.

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.

• Advanced Productivity Pack (APP)
  • Report Maintenance and Delivery
  • Customizer
  • Dashboards
• Electronic Funds Transfer (EFT)
• Journal Voucher Import

• Select the Module Manager menu option under the Administration Setup APP Configuration menus to load the APP Module Manager screen.

• Click the Active checkbox next to the module(s) that you wish to enable.

• Click the Update button.

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.

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:

• Item Placement - 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.
• Process Rules - Process Rules capabilities allow the user to add field and event based validations and procedure executions to forms.
• Tab Order Sequence - 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.
• Mandatory Fields - 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.

Interactive dashboards and charts to speed decision making. Automatic refreshing dashboards and charts.

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.

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 TWBS Support Portal (login credentials required)

• Add/manage support tickets for product issues and inquiries.
• Review and download product software releases for upgrades.

Visit the TWBS YouTube Channel

• Product overview videos for all TWBS applications.
• Product training video series and demos for select products.