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--- app:app_how_to [2019/07/28 15:18]
dtucker [How To Create an APP Chart Definition]
+++ app:app_how_to [2019/07/28 22:01] (current)
@@ Line 1086: / Line 1086: @@
-**Dates**
+==== Dates ====
-Assume that the current date is May 15, 2010 for the following examples.
+Assume that the current date is May 15, 2020 for the following examples.
- Current Date - **Select getdate()** will return the current system date & time.
+  *  Current Date - <color #ff7f27>**Select getdate()**</color> will return the current system date & time.
-{{:app/image160.jpeg?723x69}}
+<WRAP center round info>
+Parenthesis () are required since this is a SQL function.
+</WRAP>
-**Note** - Parenthesis () are required since this is a SQL function.
+  *  Parsing Dates - Use the SQL <color #ff7f27>**datepart**</color> function to determine the year, quarter, month, week, and day of a date. The value returned is an integer (number) and can be used in additional calculations.
+    *  <color #ff7f27>**Select datepart(//year//,getdate())**</color> returns **2020**.
+    *  <color #ff7f27>**Select datepart(//quarter//,getdate())**</color> returns **2**.
+    *  <color #ff7f27>**Select datepart(//month//,getdate())**</color> returns **5**.
+    *  <color #ff7f27>**Select datepart(//week//,getdate())**</color> returns **21.**
+    *  <color #ff7f27>**Select datepart(//day//,getdate())**</color> returns **20.**
+  *  Filtering by Date - The SQL <color #ff7f27>**datepart**</color> function can also be used to compare dates in order to automatically select a reporting period. In these examples we will use the SAP® Business One Order Header (ORDR) date and the current date of May 15, 2010.
+    *  Records where the order date is in the current week
+      *  <color #ff7f27>**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate())**</color>
+    *  Records where the order date is in the prior week
+      *  <color #ff7f27>**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate()) - 1**</color>
+    *  Records where the order date is in the current quarter
+      *  <color #ff7f27>**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(quarter,t0.docdate) = datepart(quarter,getdate())**</color>
- Parsing Dates -Use the SQL **datepart** function to determine the year, quarter, month, week, and day of a date. The value returned is an integer (number) and can be used in additional calculations.
+==== Numbers ====
-**Select datepart(//year//,getdate())** returns **2010**.
+The user interface for SAP® Business One displays decimal numeric values based on the <color #22b14c>**Display**</color> tab setup which can be accessed the SAP menu option for <color #22b14c>**Display**</color> under the **Administration** -**System Initialization** -**General Settings** -**Display** menus.
-{{:app/image6.jpeg?10x10}}
+the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>System Initialization</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>General Settings</color>** menu groups to load the **General Settings** screen.
-**Select datepart(//quarter//,getdate())** returns **2**.
-{{:app/image6.jpeg?10x10}}
-**Select datepart(//month//,getdate())** returns **5**.
-{{:app/image6.jpeg?10x10}}
-**Select datepart(//week//,getdate())** returns **21.**
-{{:app/image6.jpeg?10x10}}
-**Select datepart(//day//,getdate())** returns **20.**
-{{:app/image6.jpeg?10x10}}
- Filtering by Date -The SQL **datepart** function can also be used to compare dates in order to automatically select a reporting period. In these examples we will use the SAP® Business One Order Header (ORDR) date and the current date of May 15, 2010.
-{{:app/image6.jpeg?10x10}} Records where the order date is in the current week
-**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate()) < /STRONG >**
-{{:app/image6.jpeg?10x10}} Records where the order date is in the prior week
-**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(week,t0.docdate) = datepart(week,getdate()) - 1**
-{{:app/image6.jpeg?10x10}} Records where the order date is in the current quarter
-**Select t0.docnum, t0.docdate from ORDR where datepart(year,t0.docdate) = datepart(year,getdate()) AND datepart(quarter,t0.docdate) = datepart(quarter,getdate())**
-**Numbers**
-The user interface for SAP® Business One displays decimal numeric values based on the **Display** tab setup which can be accessed the SAP menu option for **Display** under the **Administration** -**System Initialization** -**General Settings** -**Display** menus.
 However, decimal values are stored in the database to six-decimal precision. This means that a decimal value such as US Dollars that is displayed in SAP® Business One as 100.00 will be retrieved and displayed in the APP Charts as 100.000000. The number of decimals can be controlled by the SQL statement in the query. Combinations of **cast** and **round** can be used to arrive at a reasonable display value.
- Display the database value 100.000000 for the column DocTotal with 2 decimals (100.00)
+  * Display the database value 100.000000 for the column DocTotal with 2 decimals (100.00)
+    * <color #ff7f27>**Select cast(t0.DocTotal as decimal(16,2))**</color>
-**Select cast(t0.DocTotal as decimal(16,2))**
+  * Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000)
+    * <color #ff7f27>**Select round(t0.DocTotal,0)**</color>
- Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000)
+  * Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000) and without decimals
+    * <color #ff7f27>**Select cast(round(t0.DocTotal,0) as int)**</color>
-**Select round(t0.DocTotal,0)**
- Display the database value 55.900000 for the column DocTotal rounded to a whole number (56.000000) and without decimals
-**Select cast(round(t0.DocTotal,0) as int)**
 ===== How To Use APP Charts =====
@@ Line 1160: / Line 1135: @@
 {{:app/image287.jpeg?422x72}}
- Hover over a data element in the chart to display the Legend, Label, and Tool tip information.
+  *  Hover over a data element in the chart to display the Legend, Label, and Tool tip information.
+  *  Click the <color #22b14c>**2D**</color> or <color #22b14c>**3D**</color> buttons to change the rendering of the chart.
- Click the **2D** or **3D** buttons to change the rendering of the chart.
+  *  Click the <color #22b14c>**Refresh**</color> button if needed.
+  *  Click the other chart type buttons to render the chart in a different way.
- Click the **Refresh** button to redisplay the chart if needed.
+    *  Additional chart types can be selected using the drop down arrow found at the right-hand end of the chart type buttons.
- Click the other chart type buttons to render the chart in a different way.
-{{:app/image6.jpeg?10x10}} Additional chart types can be selected using the drop down arrow found at the right-hand end of the chart type buttons.
 {{:app/image288.jpeg?723x505}}
-**Note** - The complete list of chart types is not shown in this illustration. Additional chart types are added as buttons for this display session only.
+<WRAP center round info>
+The complete list of chart types is not shown in this illustration. Additional chart types are added as buttons for this display session only.
+</WRAP>
-{{:app/image289.jpeg?742x94}}
+<WRAP center round important>
+Some chart types may not be appropriate for the data being reported and so may not display correctly.
+</WRAP>
-**Warning** - Some chart types may not be appropriate for the data being reported and so may not display correctly.
+==== Printing Charts ====
-**Printing Charts**
+  *  A chart may be printed using the <color #22b14c>**Print**</color> button. The output is controlled by the setup on the<color #22b14c> **Printing Preferences**</color> tab for the query in **APP Report Definition** screen.
-A chart may be printed using the **Print** button. The output is controlled by the setup on the **Printing Preferences** tab for the query in APP Report Definitions.
+==== Delivering Charts ====
-**Delivering Charts**
+  *  A chart may be sent via e-mail using the <color #22b14c>**Deliver**</color> button. The output is processed using the setup on the <color #22b14c>**Delivery Preferences**</color> tab for the query in **APP Report Definition** screen.
-A chart may be sent via e-mail using the **Deliver** button. The output is process using the setup on the **Delivery Preferences** tab for the query in APP Report Definitions.
+==== Chart Data Grid ====
-**Chart Data Grid**
+  *  The data used for the chart can be displayed by clicking the <color #22b14c>**Data**</color> tab of the TWBS Chart Viewer screen, or by double-clicking on any data element in the chart. The underlying data is displayed in a grid format.
-The data used for the chart can be displayed by clicking the **Data** tab of the TWBS Chart Viewer screen, or by double-clicking on any data element in the chart. The underlying data is displayed in a grid format.
 {{:app/image290.jpeg?409x384}}
-The data in the grid can be filtered by clicking the funnel icon ({{:app/image291.jpeg?21x21}}) in the header of any column. This will bring up the options for filtering according to the column on which the funnel icon was selected.
+  *  The data in the grid can be filtered by clicking the funnel icon {{:app/image291.jpeg?21x21}} in the header of any column. This will bring up the options for filtering according to the column on which the funnel icon was selected.
 {{:app/image292.jpeg?230x473}}
-You can then choose specific values by using the check boxes, or you can do
+  *  You can then choose specific values by using the check boxes, or you can do more advanced filtering using the **Show rows with value that …** options.
+  *  Click on the drop downs for more filtering options.
-more advanced filtering using the **Show rows with value that …** options.
+  *  Once a filter has been applied you can return to the chart. The chart contents are refreshed using only the data found in the filtering process.
+  *  The data view can also be used to group data for review.
-Click on the drop downs for more filtering options.
-Once a filter has been applied you can return to the chart. The chart contents are redisplayed using only the data found in the filtering process.
-The data view can also be used to group data for review.
 {{:app/image293.jpeg?368x311}}
- Click and drag a column header into the **Grouped by** area at the top of the grid.
+  *  Click and drag a column header into the <color #22b14c>**Grouped by**</color> area at the top of the grid.
+  *  Multiple data elements can be used for grouping by clicking and dragging them into the <color #22b14c>**Grouped by**</color> area in the sequence by which they should be grouped.
+  *  If multiple data elements are used the grouping sequence can be changed by dragging the desired data element to a different position in the <color #22b14c>**Grouped by**</color> area sequence.
- Multiple data elements can be used for grouping by clicking and dragging them into the **Grouped by** area in the sequence by which they should be grouped.
+<WRAP center round info>
+Grouping function is available only in the Data view of a chart. The results are not used to change the presentation of the chart nor can the results be printed or exported.
- If multiple data elements are used the grouping sequence can be changed by dragging the desired data element to a different position in the **Grouped by** area sequence.
+</WRAP>
-{{:app/image159.jpeg?723x119}}
-**Note** - Grouping function is available only in the Data view of a chart. The results are not used to change the presentation of the chart nor can the results be printed or exported.
+{{:app/image44.jpeg?786}}
 ===== How To Group Data in an APP Chart =====
- Click the SAP menu option for the query that you want to create the Chart for under the **Tools** -**Queries** -**User Queries** menus to load the selected query into the SAP Query screen.
+  *  Click the SAP menu option for the query that you want to create the Chart for under the <color #22b14c>**Tools**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**Queries**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**User Queries**</color> menus to load the selected query into the **SAP Query** screen.
-{{:app/image160.jpeg?723x69}}
+<WRAP center round info>
+This example is for the **Sales by Customer** query.
-**Note** - This example is for the **Sales by Customer** query.
+</WRAP>
 {{:app/image161.jpeg?507x357}}
- The button to the immediate right of the **Close** button will allow the user to view existing charts associated with the query or to create a new chart.
+  *  The button to the immediate right of the <color #22b14c>**Close**</color> button will allow the user to view existing charts associated with the query or to create a new chart.
 {{:app/image162.jpeg?157x52}}
- Click the **Total Sales by Customer** button option to create a new chart.
+  *  Click the <color #22b14c>**Total Sales by Customer**</color> button option to create a new chart. This will load the **Chart Viewer** form for the selected chart.
-This will load the [[#page155|**Chart Viewer**]] form for the selected chart.
 {{:app/image294.jpeg?772x443}}
- Clicking on the **Data** tab will give visibility to the dataset that is used for the chart.
+  *  Clicking on the <color #22b14c>**Data**</color> tab will give visibility to the data set that is used for the chart.
 {{:app/image295.jpeg?414x715}}
- To group any data on the chart data tab, click and drag the column title of the data that you wish to group by into the area above the column titles.
+  *  To group any data on the chart data tab, click and drag the column title of the data that you wish to group by into the area above the column titles.
 {{:app/image165.jpeg?412x257}}
- The data view will be refreshed and the data will be grouped according to the field selected.
+  *  The data view will be refreshed and the data will be grouped according to the field selected.
 {{:app/image166.jpeg?438x379}}
- Clicking on the down {{:app/image167.jpeg?12x11}} or up {{:app/image168.jpeg?12x12}} arrows will expand or contract the data group.
+  *  Clicking on the down {{:app/image167.jpeg?12x11}} or up {{:app/image168.jpeg?12x12}} arrows will expand or contract the data group.
-{{:app/image136.jpeg?723x94}}
+<WRAP center round info>
+Information on both the <color #22b14c>**Data**</color> and <color #22b14c>**Chart**</color> tabs will update in real-time as columns are selected for grouping.
-**Note** - Information on both the **Data** and **Chart** tabs will update in real-time as columns are selected for grouping.
+</WRAP>
+{{:app/image44.jpeg?786}}
 ===== How To Filter Data in an APP Chart =====
-Click the SAP menu option for the query that you want to create the Chart for under the **Tools** -**Queries** -**User Queries** menus to load the selected query into the SAP Query screen.
+  *  Click the SAP menu option for the query that you want to create the Chart for under the <color #22b14c>**Tools**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**Queries**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**User Queries**</color> menus to load the selected query into the **SAP Query** screen.
-{{:app/image160.jpeg?723x69}}
+<WRAP center round info>
+This example is for the **Sales by Customer** query.
-**Note** - This example is for the **Sales by Customer** query.
+</WRAP>
 {{:app/image161.jpeg?507x357}}
- The button to the immediate right of the **Close** button will allow the user to view existing charts associated with the query or to create a new chart.
+  *  The button to the immediate right of the <color #22b14c>**Close**</color> button will allow the user to view existing charts associated with the query or to create a new chart.
 {{:app/image162.jpeg?157x52}}
- Click the **Total Sales by Customer** button option to create a new chart.
+  *  Click the <color #22b14c>**Total Sales by Customer**</color> button option to create a new chart.
+  *  This will load the **Chart Viewer** form for the selected chart.
-This will load the [[#page155|**Chart Viewer**]] form for the selected chart.
 {{:app/image294.jpeg?772x443}}
- Clicking on the **Data** tab will give visibility to the dataset that is used for the chart.
+  *  Clicking on the <color #22b14c>**Data**</color> tab will give visibility to the data set that is used for the chart.
 {{:app/image295.jpeg?414x715}}
-To filter any data on the chart data tab, click the {{:app/image169.jpeg?18x17}} icon to the right of the column title of the data that you wish to filter.
+  *  To filter any data on the chart data tab, click the {{:app/image169.jpeg?18x17}} icon to the right of the column title of the data that you wish to filter.
-{{:app/image67.jpeg?11x11}}
 {{:app/image170.jpeg?413x304}}
-A form will be displayed which will list all values of that field in the dataset. This will allow the user to select **only** those values that will be displayed either by selecting the individual values or a range of values. The user will also be able to clear any existing filters through the **Clear** **Filter** button.
+  *  A form will be displayed which will list all values of that field in the data set. This will allow the user to select **only** those values that will be displayed either by selecting the individual values or a range of values. The user will also be able to clear any existing filters through the <color #22b14c>**Clear Filter**</color> button.
-{{:app/image67.jpeg?11x11}}{{:app/image171.jpeg?297x461}}
+{{:app/image171.jpeg?297x461}}
-Select the data that you want to filter for the column.
+  *  Select the data that you want to filter for the column.
-{{:app/image67.jpeg?11x11}}
 {{:app/image172.jpeg?723x573}}
-**Note** - Information on both the **Data** and **Chart** tabs will update in real-time as values are selected for filtering.
+<WRAP center round info>
+Information on both the <color #22b14c>**Data**</color> and <color #22b14c>**Chart**</color> tabs will update in real-time as values are selected for filtering.
-Any columns for which the data has been filtered will display the {{:app/image173.jpeg?18x16}} icon colored to indicate filtering has been applied.
+</WRAP>
-{{:app/image67.jpeg?11x11}}
-Clicking on the **Chart** tab will display the updated chart.
-{{:app/image67.jpeg?11x11}}
-{{:app/image34.jpeg?804}}{{:app/image296.jpeg?772x441}}
-===== How To Utilize APP Advanced Delivery Options =====
-TWBS Advanced Productivity Pack (APP) includes functionality called **Advanced Delivery**. This functionality allows a user to select a group of records (e.g. a specific group of Business Partners) and deliver (e-mail or fax) and/or print associated documents for this group of records.
-[[#page290|**How To Set Up APP Advanced Delivery**]]
-[[#page291|**How To Create an Advanced Delivery Query**]]
-{{:app/image6.jpeg?10x10}}
-[[#page293|**How To Create an APP Report Definition**]]
-{{:app/image6.jpeg?10x10}}
-[[#page296|**How To Set Up Advanced Delivery Configurations**]]
-{{:app/image6.jpeg?10x10}}
-[[#page299|**How To Edit an Advanced Delivery Configuration**]]
+  *  Any columns for which the data has been filtered will display the {{:app/image173.jpeg?18x16}} icon colored to indicate filtering has been applied.
+  *  Clicking on the <color #22b14c>**Chart**</color> tab will display the updated chart.
-[[#page301|**How To Clone an Advanced Delivery Configuration**]]
+{{:app/image296.jpeg?772x441}}
-[[#page303|**How To Remove an Advanced Delivery Configuration**]]
+{{:app/image44.jpeg?786}}
-[[#page305|**How To Execute APP Advanced Delivery Definitions**]]
 ===== How To Set Up APP Advanced Delivery =====
@@ Line 1340: / Line 1275: @@
 There are three steps required to set up the APP Advanced Delivery functionality...
-[[#page291|**How To Create an Advanced Delivery Query**]]
+  * **How To Create an Advanced Delivery Query**
+  * **How To Create an APP Report Definition**
-{{:app/image67.jpeg?11x11}}
+  * **How To Set Up Advanced Delivery Configurations**
-[[#page293|**How To Create an APP Report Definition**]]
-{{:app/image67.jpeg?11x11}}
-[[#page296|**How To Set Up Advanced Delivery Configurations**]]
-{{:app/image34.jpeg?804}}{{:app/image67.jpeg?11x11}}
-**SELECT * from [SQL View Name] (NOLOCK)**.
+{{:app/image44.jpeg?786}}
 ===== How To Create an Advanced Delivery Query =====
-Create an SAP® Business One query to retrieve the data elements that you may want to use as filters in the document delivery process. The query must be saved before opening the APP Report Definition function. Otherwise the query will not be available for use.
+Create an SAP® Business One query to retrieve the data elements that you may want to use as filters in the document delivery process. The query must be saved before opening the **APP Report Definition** function. Otherwise the query will not be available for use.
-Save the query in the standard fashion. It may be appropriate to create a special category in Query Manager as a common place to hold APP-related queries; however this is not a requirement.
+Save the query in the standard fashion. It may be appropriate to create a special category in **Query Manager** as a common place to hold APP-related queries; however this is not a requirement.
-{{:app/image297.jpeg?723x194}}
+<WRAP center round info>
+In some cases the query execution process in APP can encounter issues with very complex queries. Therefore if your query utilizes multiple <color #ff7f27>**JOIN**</color> statements or includes multiple summary functions (<color #ff7f27>**SUM**</color>, <color #ff7f27>**AVG**</color>, etc.) we recommend that the actual query statement be created as a View in the SQL database. The query in SAP Business One is then simply <color #ff7f27>**SELECT * from [SQL View Name] (NOLOCK)**</color>.
+</WRAP>
-**Note** - In some cases the query execution process in APP can encounter issues with very complex queries. Therefore if your query utilizes multiple **JOIN** statements or includes multiple summary functions (**SUM**, **AVG**, etc.) we recommend that the actual query statement be created as a View in the SQL database. The query in SAP Business One is then simply
+**SAMPLE QUERIES**
-**Sample Queries**
+  *  **Customer List** - including customer code, customer name, contact person name, customer group name, salesperson name, and customer balance.
- **Customer List** - including customer code, customer name, contact person name, customer group name, salesperson name, and customer balance.
+    * <color #ff7f27>**SELECT T0.[CardCode], T0.[CardName], t0.groupcode as [CustGroupCode], T1. [GroupName] as [CustGroupName], T0.[SlpCode], T2.[SlpName], T0.[Balance], t0.groupnum as [PayGroupCode], t3.pymntgroup as [PayGroupName] FROM OCRD T0 INNER JOIN OCRG T1 ON T0.GroupCode = T1.GroupCode INNER JOIN OSLP T2 ON T0.SlpCode = T2.SlpCode inner join octg t3 on t0.groupnum = t3.groupnum WHERE T0. [CardType] = 'C'**</color>
-**SELECT T0.[CardCode], T0.[CardName], t0.groupcode as [CustGroupCode], T1. [GroupName] as [CustGroupName], T0.[SlpCode], T2.[SlpName], T0.[Balance],**
+**QUERY LIMITATIONS**
-**t0.groupnum as [PayGroupCode], t3.pymntgroup as [PayGroupName] FROM OCRD T0 INNER JOIN OCRG T1 ON T0.GroupCode = T1.GroupCode INNER JOIN OSLP T2 ON**
+  * There are certain limitations while creating a query.
+    * The <color #ff7f27>**ORDER BY**</color> clause is invalid in views, inline functions, derived tables, sub-queries, and common table expressions, unless <color #ff7f27>**TOP**</color> or <color #ff7f27>**FOR XML**</color> is also specified. So while creating a query with the <color #ff7f27>**ORDER BY**</color> clause, you must specify the <color #ff7f27>**TOP**</color> keyword. For example the query <color #ff7f27>**Select * from ORDR** **(NOLOCK) ORDER BY CardCode**</color> is not a valid query. So specify the <color #ff7f27>**TOP**</color> keyword like this - <color #ff7f27>**Select TOP 100 * from ORDR (NOLOCK) ORDER BY CardCode**</color>.
+    * Repetition of columns is not valid. For example <color #ff7f27>**Select CardCode, * from ORDR (NOLOCK)**</color> is not a valid query. Because the field <color #ff7f27>**CardCode**</color> will be repeated twice. While specifying the * keyword, do not add field names separately. If you need to add the field name separately, specify an alias for the column. For example <color #ff7f27>**Select CardCode AS [Alias1], * from ORDR (NOLOCK)**</color>, but make sure that there is no field with the same name as Alias1.
-**T0.SlpCode = T2.SlpCode inner join octg t3 on t0.groupnum = t3.groupnum WHERE T0. [CardType] = 'C'**
-**Query Limitations**
-There are certain limitations while creating a query.
- The **ORDER BY** clause is invalid in views, inline functions, derived tables, subqueries, and common table expressions, unless **TOP** or **FOR XML** is also specified. So while creating a query with the **ORDER BY** clause, you must
-specify th**e** **TOP** keyword. For example the query **Select * from ORDR** **(NOLOCK) ORDER BY CardCode** is not a valid query. So specify theTOP keyword like this - **Select TOP 100 * from ORDR (NOLOCK) ORDER BY CardCode.**
- Repetition of columns is not valid. For example **Select CardCode, * from ORDR** **(NOLOCK)** is not a valid query. Because the field CardCode will be repeated 2 times. While specifying the * keyword, do not add field names separately. If you need to add the field name separately, specify an alias
-for the column. For example **Select CardCode AS [Alias1], * from ORDR** **(NOLOCK),** but make sure that there is no field with the same name as Alias1.
+{{:app/image44.jpeg?786}}
 ===== How To Create an APP Report Definition =====
-{{:app/image298.jpeg?786x629}}
 **General Tab**
-Create a basic Report Definition. The Report Definition for a sample Advanced Delivery setup is shown above.
+Create a basic Report Definition. The Report Definition for a sample Advanced Delivery setup is shown below.
-{{:app/image299.jpeg?766x596}}
+{{:app/image298.jpeg?786x629}}
 **Delivery Preferences Tab**
 Delivery Preferences is information about how a report/document is delivered. Click on the **Delivery Preferences** tab. Create a new E-mail Message ID. The message will be used to format the contents of the outgoing e-mail message and to assign the Query to be used to filter the Advanced Delivery selection list.
+{{:app/image299.jpeg?766x596}}
 **Create a new Message ID**
- Select **Define New** from the drop down list. The Message Editor form is displayed.
+  *  Select <color #00a2e8>**Define New**</color> from the drop down list. The **Message Editor** form is displayed.
+  *  Enter a <color #00a2e8>**Message Description**</color>. This is displayed to the user so it should be descriptive.
+  *  Enter the <color #00a2e8>**Email Subject**</color>. This is the subject line of the e-mail.
+  *  Enter the <color #00a2e8>**Attachment Name**</color> . This is used as the name of the attachment sent with the e-mail.
+  *  Select the <color #00a2e8>**Query**</color> option for customization type. A list of queries in SAP® Business One is displayed. The first column shows the <color #00a2e8>**Query Category**</color> and the second column shows the <color #00a2e8>**Query Name**</color>.
+  *  Once a query has been assigned to the message the columns in the query are available for use in the e-mail body (called “tags”) from the <color #00a2e8>**Select Tag**</color> drop down list.
+  *  Standard data tags can also be selected by selecting the <color #00a2e8>**Standard**</color> customization type option.
+  *  Enter the text and tags needed to create the body of the e-mail.
+  *  When selecting a tag...
+    *  The <color #22b14c>**Insert**</color> button will insert the tag text at the current cursor position.
+    *  The <color #22b14c>**Copy**</color> button will copy the tag text to the Windows clipboard. You can the position the cursor as needed and right-click/paste (or **Ctrl-V** ) to insert the tag text.
- Enter a **Message Description**. This is displayed to the user so it should be descriptive.
+  *  <color #22b14c>**Save**</color> the Message information - If you use both **Standard** and **Query** tags in your e-mail layout, be sure to re-select the <color #00a2e8>**Query**</color> option button **before** saving the message definition. Otherwise the tags will not be handled correctly when the e-mail body is created.
+  *  <color #22b14c>**Update**</color> the Report Definition.
- Enter the **Email Subject**. This is the subject line of the e-mail.
+{{:app/image44.jpeg?786}}
- Enter the **Attachment Name** . This is used as the name of the
-attachment sent with the e-mail.
- Select the **Query** option for customization type. A list of queries in SAP® Business One is displayed. The first column shows the Query Category and the second column shows the query name.
- Once a query has been assigned to the message the columns in the query are available for use in the e-mail body (called “tags”) from the **Select Tag** drop down list.
- Standard data tags can also be selected by selecting the **Standard** customization type option.
- Enter the text and tags needed to create the body of the e-mail.
-{{:app/image6.jpeg?10x10}} When selecting a tag...
-The **Insert** button will insert the tag text at the current cursor position.
-The **Copy** button will copy the tag text to the Windows clipboard. You can the position the cursor as needed and right-click/paste (or **Ctrl-V** ) to insert the tag text.
- **Save** the Message information -If you use both **Standard** and **Query** tags in your e-mail layout, be sure to re-select the **Query** radio button **before** saving the message definition. Otherwise the tags will not be handled correctly when the e-mail body is created.
- **Update** the Report Definition.
 ===== How To Set Up Advanced Delivery Configurations =====
-**Advanced Delivery Definitions can be added from the Report Maintenance screen.**
+<WRAP center round info>
+Advanced Delivery Definitions can be added from the **Report Maintenance** screen.
+</WRAP>
- Click the SAP menu option for **Report Definitions** under the **Administration** -**Setup** -**TWBS APP** menus to load the Reports Maintenance screen.
+  * Click the **<color #22b14c>Report Definition</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 to load the **Reports Maintenance** screen.
+  * Click on the Report that you want to add an Advanced Delivery Definition to in order to load the report data to the Maintenance screen.
- Click on the Report that you want to add an Advanced Delivery Definition to in order to load the report data to the Maintenance screen.
 {{:app/image300.jpeg?542x577}}
- Click on the **Advanced Delivery Definitions** tab.
+  * Click on the <color #22b14c>**Advanced Delivery Definitions**</color> tab.
+  * Click the <color #22b14c>**New**</color> button.
- Click the **New** button.
 {{:app/image301.jpeg?407x327}}
- The **Use Default Report** and **Use Specific Report** options are selected automatically based on the report definitions already set up.
+  * The <color #00a2e8>**Use Default Report**</color> and <color #00a2e8>**Use Specific Report**</color> options are selected automatically based on the report definitions already set up.
+  * Enter a <color #00a2e8>**Name**</color> for the delivery option. This name is displayed to the user for selection.
- Enter a **Name** for the delivery option. This name is displayed to the user for selection.
+  * Assign the desired Additional Query Fields values as needed...
+    * Select the desired <color #00a2e8>**Field**</color> to use as a filter from the drop down list. The fields shown here are columns in the associated query.
- Assign the desired Additional Query Fields values as needed...
+    * Select the desired filter <color #00a2e8>**Condition**</color> from the drop down list.
+    * Enter the value to be used for comparison in <color #00a2e8>**Value 1**</color>.
-{{:app/image6.jpeg?10x10}} Select the desired **Field** to use as a filter from the drop down list.
+    * Enter a second value to be used for comparison in <color #00a2e8>**Value 2**</color>. This can **only** be used when the <color #00a2e8>**Between**</color> filter condition is selected.
+    * Select a <color #00a2e8>**Relationship**</color> option from the drop down list if appropriate. A relationship operator is required for every row except the last in any instance where there are more than one filter condition row.
-The fields shown here are columns in the associated query.
+  * Click the <color #22b14c>**Update**</color> button to save the filter information.
+  * Click the <color #22b14c>**Ok**</color> button to close the **Advanced Delivery Definition** screen.
-{{:app/image6.jpeg?10x10}} Select the desired filter **Condition** from the drop down list.
+  * Click the <color #22b14c>**Update**</color> button to save the report definition revisions.
-{{:app/image6.jpeg?10x10}} Enter the value to be used for comparison in **Value 1**.
-{{:app/image6.jpeg?10x10}} Enter a second value to be used for comparison in **Value 2**. This can **only** be used when the **between** filter condition is selected.
-{{:app/image6.jpeg?10x10}} Select a **Relationship** option from the drop down list if appropriate. A relationship operator is required for every row except the last in any instance where there are more than one filter condition row.
- Click the **Update** button to save the filter information.
- Click the **Ok** button to close the Advanced Delivery Definition screen.
- Click the **Update** button to save the report definition revisions.
-**Advanced Delivery Definitions can be created from the Advanced Delivery function of the APP Reports menu.**
+<WRAP center round info>
+Advanced Delivery Definitions can be created from the <color #22b14c>**Advanced Delivery**</color> function of the APP Reports menu.
+</WRAP>
- Click the SAP menu option for **Advanced Delivery** under the **APP** **Reports** menu to load the Advanced Delivery screen.
+  * Click the SAP menu option for <color #22b14c>**Advanced Delivery**</color> under the <color #22b14c>**APP Reports**</color> menu to load the **Advanced Delivery** screen.
 {{:app/image302.jpeg?407x356}}
- Select the SAP® Business One form that is the primary source for the delivery rules from the **Select Form** drop down list. Only those forms that are associated with queries are displayed.
+  * Select the SAP® Business One form that is the primary source for the delivery rules from the <color #00a2e8>**Select Form**</color> drop down list. Only those forms that are associated with queries are displayed.
+  * Select the APP report definition that uses the desired query from the <color #00a2e8>**Use Specific Report**</color> drop down list. Only those report definitions associated with the SAP® Business One form selected are displayed.
+  * Assign the desired <color #00a2e8>**Additional Query Filters**</color> (see above).
+  * Click the <color #22b14c>**Ok**</color> button to see the results of the filtering process and to execute the delivery process if desired.
+  * Click the <color #22b14c>**Save As Config**</color> button to save this configuration for future use.
+    * Enter a <color #00a2e8>**Name**</color> for this new delivery option.
+    * Click the <color #22b14c>**Update**</color> button to save the new configuration.
+  * Click the <color #22b14c>**Refresh APP Menu**</color> button to refresh the APP menus so that the new configuration is displayed.
- Select the APP report definition that uses the desired query from the **Use Specific Report** drop down list. Only those report definitions associated with the SAP® Business One form selected are displayed.
+{{:app/image44.jpeg?786}}
- Assign the desired **Additional Query Filters** (see above).
- Click the **Ok** button to see the results of the filtering process and to execute the delivery process if desired.
- Click the **Save As Config** button to save this configuration for future use.
-{{:app/image6.jpeg?10x10}} Enter a **Name** for this new delivery option.
-{{:app/image6.jpeg?10x10}} Click the **Update** button to save the new configuration.
- Click the **Refresh APP Menu** button to refresh the APP menus so that the new configuration is displayed.
 ===== How To Edit an Advanced Delivery Configuration =====
-**Advanced Delivery Definitions can be edited from the Report Maintenance screen.**
+<WRAP center round info>
+Advanced Delivery Definitions can be edited from the **Report Maintenance** screen.
+</WRAP>
-Click the SAP menu option for **Report Definitions** under the **Administration** -**Setup** -**TWBS APP** menus to load the Reports Maintenance screen.
+  * Click the **<color #22b14c>Report Definition</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 to load the **Reports Maintenance** screen.
+  * Click on the Report that you want to edit the Advanced Delivery Definition for in order to load the report data to the Maintenance screen.
-{{:app/image67.jpeg?11x11}}
-Click on the Report that you want to edit the Advanced Delivery Definition for in order to load the report data to the Maintenance screen.
 {{:app/image303.jpeg?545x639}}
- Highlight the definition row that you want to edit.
+  * Highlight the definition row that you want to edit.
+  * Click on the <color #22b14c>**Advanced Delivery Definitions**</color> tab.
- Click on the **Advanced Delivery Definitions** tab.
+  * Click the <color #22b14c>**Edit**</color> button.
-{{:app/image65.jpeg?0x10}} Click the **Edit** button.
 {{:app/image304.jpeg?407x327}}
- The data for the Delivery Definition will be loaded to the screen for editing.
+  * The data for the Delivery Definition will be loaded to the screen for editing. Make any necessary modifications.
+  * Click the <color #22b14c>**Update**</color> button to save the filter information.
+  * Click the <color #22b14c>**Ok**</color> button to close the **Advanced Delivery Definition** screen.
+  * Click the <color #22b14c>**Update**</color> button to save the report definition revisions.
-Make any necessary modifications.
+{{:app/image44.jpeg?786}}
- Click the **Update** button to save the filter information.
- Click the **Ok** button to close the Advanced Delivery Definition screen.
- Click the **Update** button to save the report definition revisions.
-{{:app/image34.jpeg?804}}
 ===== How To Clone an Advanced Delivery Configuration =====
-**Advanced Delivery Definitions can be cloned from the Report Maintenance screen.**
+<WRAP center round info>
+Advanced Delivery Definitions can be cloned from the **Report Maintenance** screen.
+</WRAP>
-Click the SAP menu option for **Report Definitions** under the **Administration** -**Setup** -**TWBS APP** menus to load the Reports Maintenance screen.
+  * Click the **<color #22b14c>Report Definition</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 to load the **Reports Maintenance** screen.
+  * Click on the Report that you want to edit the Advanced Delivery Definition for in order to load the report data to the Maintenance screen.
-{{:app/image67.jpeg?11x11}}
-Click on the Report that you want to clone the Advanced Delivery Definition for in order to load the report data to the Maintenance screen.
 {{:app/image303.jpeg?545x639}}
- Highlight the definition row that you want to clone.
+  * Highlight the definition row that you want to edit.
+  * Click on the <color #22b14c>**Advanced Delivery Definitions**</color> tab.
- Click on the **Advanced Delivery Definitions** tab.
+  * Click the <color #22b14c>**Clone**</color> button.
-{{:app/image65.jpeg?0x10}} Click the **Clone** button.
 {{:app/image305.jpeg?407x327}}
- The data for the Delivery Definition being cloned will be loaded to the screen.
+  * The data for the Delivery Definition being cloned will be loaded to the screen.
+  * Enter a new name for the cloned definition and alter any data needed.
- Enter a new name for the cloned definition and alter any data needed.
+  * Click the <color #22b14c>**Update**</color> button to save the filter information.
+  * Click the <color #22b14c>**Ok**</color> button to close the **Advanced Delivery Definition** screen.
- Click the **Update** button to save the filter information.
+  * Click the <color #22b14c>**Update**</color> button to save the report definition revisions.
- Click the **Ok** button to close the Advanced Delivery Definition screen.
- Click the **Update** button to save the report definition revisions.
-{{:app/image34.jpeg?804}}
+{{:app/image44.jpeg?786}}
 ===== How To Remove an Advanced Delivery Configuration =====
-**Advanced Delivery Definitions can be removed from the Report Maintenance screen.**
+<WRAP center round info>
+Advanced Delivery Definitions can be removed from the **Report Maintenance** screen.
+</WRAP>
-Click the SAP menu option for **Report Definitions** under the **Administration** -**Setup** -**TWBS APP** menus to load the Reports Maintenance screen.
+  * Click the **<color #22b14c>Report Definition</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 to load the **Reports Maintenance** screen.
+  * Click on the Report that you want to remove the Advanced Delivery Definition for in order to load the report data to the Maintenance screen.
-{{:app/image67.jpeg?11x11}}
+{{:app/image300.jpeg?542x577}}
-Click on the Report that you want to remove the Advanced Delivery Definition from in order to load the report data to the Maintenance screen.
+  * Highlight the definition row that you want to edit.
+  * Click on the <color #22b14c>**Advanced Delivery Definitions**</color> tab.
+  * Click the <color #22b14c>**Delete**</color> button.
+  * The user will be prompted for confirmation to remove the Delivery Definition.
+  * Click the <color #22b14c>**Yes**</color> button to confirm definition removal.
+  * Click the <color #22b14c>**Update**</color> button.
-{{:app/image67.jpeg?11x11}}{{:app/image300.jpeg?542x577}}
+<WRAP center round important>
+Once a definition has been removed from the system, it **cannot** be recovered and must be recreated manually.
- Click on the **Advanced Delivery Definitions** tab.
+</WRAP>
- Highlight the definition row that you want to remove.
- Click the **Delete** button.
- The user will be prompted for confirmation to remove the Delivery Definition.
- Click the **Yes** button to confirm definition removal.
- Click the **Update** button.
-{{:app/image306.jpeg?723x52}}
-**Warning** - Once a definition has been removed from the system, it **cannot** be recovered and must be recreated manually.
+{{:app/image44.jpeg?786}}
 ===== How To Execute APP Advanced Delivery Definitions =====
-**Execution of Previously Defined Advanced Delivery Definitions.**
+==== How To Execute Previously Defined Advanced Delivery Definitions ====
- Click the SAP menu option for the Advanced Delivery Definition that you want to execute under the **APP Reports** -**Advanced Delivery** **Definitions** menus.
+  * Click the SAP menu option for the Advanced Delivery Definition that you want to execute under the <color #22b14c>**APP Reports**</color> {{:app/image35.jpeg?17x16}} <color #22b14c>**Advanced Delivery Definitions**</color> menus.
+  * Select the desired delivery set.
+  * Click <color #22b14c>**Ok**</color> to execute the filtering process. A list of the records that will be processed is displayed.
+  * Click the check boxes of the records to be processed further. All records are selected by default.
+  * Click the header of the checkbox column to select or clear all records.
- Select the desired delivery set.
+<WRAP center round info>
+To select a group of records...
- Click **Ok** to execute the filtering process. A list of the records that will be processed is displayed.
+  *  Click the checkbox of the first record
+  *  Hold down the **SHIFT** key
+  *  Click the checkbox of the last record
+  *  All records between the two check boxes are selected.
+</WRAP>
- Click the check boxes of the records to be processed further.All records are selected by default.
+<WRAP center round info>
+To select a mixed group of records...
- Click the header of the checkbox column to select or clear all records.
+  *  Click the checkbox of the first record
+  *  Hold down the **CTRL** key while selecting the desired records.
+</WRAP>
-{{:app/image307.jpeg?723x198}}
+  *  Click <color #22b14c>**Print**</color> button, <color #22b14c>**Deliver**</color> button, or <color #22b14c>**Both**</color> button to execute the delivery process.
+  *  You can continue with other tasks while the Advanced Delivery process is working. A progress bar is displayed to show you how many records have been processed.
-**Note** - To select a group of records...
- Click the checkbox of the first record
+==== Define and Execute an Advanced Delivery Definition ====
- Hold down the **SHIFT** key
- Click the checkbox of the last record
- All records between the two check boxes are selected.
-{{:app/image253.jpeg?723x144}}
-**Note** - To select a mixed group of records...
- Click the checkbox of the first record
- Hold down the **CTRL** key while selecting the desired records.
- Click **Print** button, **Deliver** button, or **Both** button to execute the delivery process.
- You can continue with other tasks while the Advanced Delivery process is working. A progress bar is displayed to show you how many records have been processed.
-{{:app/image79.jpeg?766}}
-**Define and Execute an Advanced Delivery Definition.**
 A special or one time Advanced Delivery Definition can be created and executed from the Advanced Delivery function of the APP Reports menu. This definition can also be saved for reuse.
- Click the SAP menu option for **Advanced Delivery** under the **APP** **Reports** menu to load the Advanced Delivery screen.
+  *  Click the SAP menu option for <color #22b14c>**Advanced Delivery**</color> under the <color #22b14c>**APP Reports**</color> menu to load the **Advanced Delivery** screen.
 {{:app/image302.jpeg?407x356}}
- Select the SAP® Business One form that is the primary source for the delivery rules from the **Select Form** drop down list. Only those forms that are associated with queries are displayed.
+  * Select the SAP® Business One form that is the primary source for the delivery rules from the <color #00a2e8>**Select Form**</color> drop down list. Only those forms that are associated with queries are displayed.
+  *  Select the APP report definition that uses the desired query from the <color #00a2e8>**Use Specific Report**</color> drop down list. Only those report definitions associated with the SAP® Business One form selected are displayed.
- Select the APP report definition that uses the desired query from the **Use Specific Report** drop down list. Only those report definitions associated with the SAP® Business One form selected are displayed.
+  * Assign the desired <color #00a2e8>**Additional Query Filters**</color> (see above).
+  * Click <color #22b14c>**Ok**</color> to execute the filtering process. A list of the records that will be processed is displayed.
- Assign the desired **Additional Query Filters** (see above).
+  * Click the check boxes of the records to be processed further. All records are selected by default.
+  * Click the header of the checkbox column to select or clear all records.
- Click **Ok** to execute the filtering process. A list of the records that will be processed is displayed.
- Click the check boxes of the records to be processed further. All records are selected by default.
- Click the header of the checkbox column to select or clear all records.
-{{:app/image308.jpeg?723x52}}
-**Note** - To select a group of records...
-{{:app/image309.jpeg?723x131}} Click the checkbox of the first record
- Hold down the **SHIFT** key
- Click the checkbox of the last record
- All records between the two check boxes are selected.
-{{:app/image253.jpeg?723x144}}
+<WRAP center round info>
+To select a group of records...
-**Note** - To select a mixed group of records...
+  *  Click the checkbox of the first record
+  *  Hold down the **SHIFT** key
+  *  Click the checkbox of the last record
+  *  All records between the two check boxes are selected.
+</WRAP>
- Click the checkbox of the first record
+<WRAP center round info>
+To select a mixed group of records...
- Hold down the **CTRL** key while selecting the desired records.
+  *  Click the checkbox of the first record
+  *  Hold down the **CTRL** key while selecting the desired records.
+</WRAP>
- You can continue with other tasks while the Advanced Delivery process is working. A progress bar is displayed to show you how many records have been processed.
+  *  You can continue with other tasks while the Advanced Delivery process is working. A progress bar is displayed to show you how many records have been processed.
-{{:app/image34.jpeg?804}}
+{{:app/image44.jpeg?786}}
 ===== How To Use APP Pivot Grids and KPIs =====

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