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app:app_how_to [2019/07/28 20:51]
dtucker [How To Set Up Advanced Delivery Configurations] 		app:app_how_to [2019/07/28 22:01] (current)
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     * Click the <color #22b14c>**Update**</color> button to save the new configuration.     * 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.   * Click the <color #22b14c>**Refresh APP Menu**</color> button to refresh the APP menus so that the new configuration is displayed.
 +
 +{{:app/image44.jpeg?786}}
  
 ===== 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. 
 +  * 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 new name for the cloned definition and alter any data needed. +{{: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 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.+  * 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 ===== ===== 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.1564361492.txt.gz · Last modified: 2019/07/28 20:51 by dtucker

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