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app:app_how_to [2019/07/28 19:58]
dtucker [How To Create an Advanced Delivery Query] 		app:app_how_to [2019/07/28 22:01] (current)
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 {{:app/image44.jpeg?786}} {{:app/image44.jpeg?786}}
 ===== How To Create an APP Report Definition ===== ===== How To Create an APP Report Definition =====
- 
-{{:app/image298.jpeg?786x629}} 
  
 **General Tab** **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 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. 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** **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 ===== ===== 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}} {{: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}} {{: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}} {{: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 ===== ===== 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}} {{: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}} {{: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 ===== ===== 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. 
-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 clone 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}} {{: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}} {{: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 ===== ===== 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 ===== ===== 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. 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}} {{: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 ===== ===== How To Use APP Pivot Grids and KPIs =====
app/app_how_to.1564358298.txt.gz · Last modified: 2019/07/28 19:58 by dtucker

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