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--- app:app_how_to [2019/07/28 19:44]
dtucker [How To Set Up APP Advanced Delivery]
+++ app:app_how_to [2019/07/28 22:01] (current)
@@ Line 1282: / Line 1282: @@
 ===== 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 a **Message Description**. 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.
- Enter the **Email Subject**. This is the subject line of 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.
- Enter the **Attachment Name** . This is used as the name of the
+  *  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.
-attachment sent with the e-mail.
+  *  When selecting a tag...
+    *  The <color #22b14c>**Insert**</color> button will insert the tag text at the current cursor position.
- 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.
+    *  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.
- 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.
+  *  <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.
- **Update** the Report Definition.
+{{:app/image44.jpeg?786}}
 ===== 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.
+  * 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.
+    * 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>.
+    * 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.
+  * 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.
- 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...
+<WRAP center round info>
+Advanced Delivery Definitions can be created from the <color #22b14c>**Advanced Delivery**</color> function of the APP Reports menu.
+</WRAP>
-{{:app/image6.jpeg?10x10}} Select the desired **Field** to use as a filter from the drop down list.
+  * 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.
-The fields shown here are columns in the associated query.
-{{:app/image6.jpeg?10x10}} Select the desired filter **Condition** from the drop down list.
-{{: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.**
- Click the SAP menu option for **Advanced Delivery** under the **APP** **Reports** 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.
-Click the SAP menu option for **Report Definitions** under the **Administration** -**Setup** -**TWBS APP** menus to load the Reports Maintenance screen.
+</WRAP>
-{{: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.
+  * 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/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.
-Make any necessary modifications.
+  * 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.
- 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}}
+{{:app/image44.jpeg?786}}
 ===== 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.
-{{:app/image67.jpeg?11x11}}{{:app/image300.jpeg?542x577}}
- Click on the **Advanced Delivery Definitions** tab.
- 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}}
+  * 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.
-**Warning** - Once a definition has been removed from the system, it **cannot** be recovered and must be recreated manually.
+<WRAP center round important>
+Once a definition has been removed from the system, it **cannot** be recovered and must be recreated manually.
+</WRAP>
+{{: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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